Material Requirements Planning: Implementation Checklist
The following sections provide details that you can use to ensure that the system is configured properly for material requirements planning, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially perform material requirements planning, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist. You can perform a sample configuration of MRP, as described in MRP Configuration: Implementation Activity.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) | The Material Requirements Planning feature has been enabled. |
| Numbering Sequences (CS201010) | The numbering sequences for planning orders, MPS orders, and
forecast have been created. Tip: We recommend that you create a separate numbering sequence for planning orders to distinguish these orders from regular production orders in the system. |
| Production Order Types (AM201100) | At least one production order type with the Planning function has been created. |
| Work Calendar (CS209000) | Work calendars that will be used in MRP have been created. |
| MPS Type (AM203000) | At least one MPS type has been created. |
| MRP Preferences (AM100000) | The system settings that affect the MRP process have been specified. |
| MRP Buckets (AM201200) | The MRP buckets have been created. |
| Warehouses (IN204000) | The needed settings for the warehouse and warehouse locations involved in MRP have been specified. |
| Stock Items (IN202500) | For items that should be included in MRP and are stored in only one warehouse, MRP and replenishment settings have been specified. |
| Item Warehouse Details (IN204500) | For items that are stored in multiple warehouses, MRP and replenishment settings for warehouse-stock item pairs have been specified. |
Other Settings That Affect the Processing
You can affect the material requirements processing by specifying additional settings on the MRP Preferences (AM100000) form as follows:
- To include sales orders, purchase orders, and production orders that have the On Hold status in material requirements processing, select the Include On Hold Sales Orders, Include On Hold Purchase Orders, and Include On Hold Production Orders check boxes in the General section.
- To make the system calculate lead times for a planned order based on the run units and run times specified for each operation of a bill of material on the Bill of Material (AM208000) form, you select the Use Fixed Manufacturing Times check box in the General section.
- You may want the system to consolidate items with the same ID from multiple demand documents into a single planned order during MRP. To do this, you select the Use Days of Supply to Consolidate Orders check box in the Consolidation section.
- You may want the system to consolidate items with the same ID from multiple
demand documents with deferred due dates into a single planned order. To do
this, you select the Use Long-Term Consolidation Bucket
check box in the Consolidation section. Then you specify
the following settings:
- Consolidate After (Days): The delay period after which the system starts consolidating items in demand documents
- Bucket (Days): The number of days within which the due dates in the demand documents must fall
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you run material requirements planning by performing instructions similar to those described in Material Requirements Planning: Process Activity.