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11.3.1.  Planner Codes
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11.3.1.  Planner Codes

11.3.1.1. Planner Code

Planner Codes are used to identify Items that fall under the jurisdiction of planners—that is, Employees responsible for planning, scheduling, or procurement. Here are some tips for creating and managing your Planner Codes:

  • Create your Planner Codes using a logical, hierarchical structure. This will make it easier to retrieve Planner Code information in the future.

  • If you want requirements to be created for Planned Work Orders, the option "Automatically Explode Planned Orders" must be selected. If not selected, Planned Work Orders will not be exploded. This means that Planned Orders for lower level material requirements will not be generated when MRP is run.

  • If you are running MRP by Planner Code, the explosion level setting may not make a difference—depending on how your Planner Codes are assigned. For example, if all your Items fall within the same Planner Code, Planned Orders will be generated for all levels of requirements—regardless of whether single or multiple level explosion is set. The same does not hold true when running MRP by Item.

To access the master list of Planner Codes, select the "Planner Codes" option. The following screen will appear:

Planner Codes Master List

The "Planner Codes" screen displays information on all existing Planner Codes, including Planner Code and Planner Code description.

11.3.1.1. Planner Code

To create a new Planner Code, select the NEW button. The following screen will appear:

Create New Planner Code

When creating a new Planner Code, you are presented with the following options:

Code

Enter a code to identify the Planner Code.

Description

Enter a brief description of the Planner Code.

Reschedule Unreleased Supply Orders per MRP Exceptions

This option only applies if you are using the MRP Exceptions feature set for planning purposes. If selected, unreleased Work Orders and Purchase Orders will be automatically rescheduled based on any existing MRP Exceptions when MRP is run. If you are using MRP Exceptions and would prefer to reschedule orders manually, do not select this option.

Delete Unreleased Supply Orders per MRP Exceptions

This option only applies if you are using the MRP Exceptions feature set for planning purposes. If selected, unreleased Work Orders and Purchase Orders will be automatically deleted based on any existing MRP Exceptions when MRP is run. If you are using MRP Exceptions and would prefer to delete orders manually, do not select this option.

Automatically Explode Planned Orders

Select one of the following if you want Planned Work Orders to be exploded automatically:

Single Level Explosion

This option specifies that when Planned Work Orders are exploded, requirements should be created for the parent Planned Work Order only.

Multiple Level Explosion

This option specifies that requirements should be created for both parent and child Planned Work Orders.

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11.3. Master Information Home 11.3.2. Purchase Types