Actioning recommendations
Recommendations to make and buy products are generated by running MRP.
- MRP Materials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. can raise recommendations to buy items which do not have an associated supplier but you cannot action these recommendations. They are listed with a zero cost price unless a cost price has been entered on the estimate. You must associate the items with a supplier and then run MRP again to regenerate the recommendations. You can then action them.
- You cannot action a buy recommendation for a quantity greater than 9999999.99999.
You can raise works order The authority to produce a part using the components specified on a BOM and the process specified on the routing.s or purchase orders. Works orders are recommended if BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components.s exist for the items. Otherwise purchase orders are recommended. You can also cancel recommendations.
You can action a recommendation when its status is Entered. If it is a linked recommendation, you can action it if all its parent recommendations have already been actioned. Actioning a recommendation changes the recommendation status to Actioned.
To raise purchase orders from recommendations:
- Automatically generate order and return numbers must be selected on the POP settings Document Numbering tab.
- POP order generation option must be set to Use MRP or Use Both on the POP settings Order Generation tab.
To action recommendations
Open: Planning > MRP > MRP List.
- Whilst none of the recommendations is selected, click Action in the MRP - Recommendations list in the MRP list window.
Open: Planning > MRP > Processing > Action Recommendations.
- Confirm at the prompt that you want to process all recommendations.
- Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
- To apply the quantities, click OK.
The Action Recommendations window appears.
The status of the recommendation changes to Actioned.
Note: When you action a make recommendation, the priority is copied to the works order The authority to produce a part using the components specified on a BOM and the process specified on the routing..
Open: Planning > MRP > Records > Amend Recommendation.
- Select the record number of the recommendation that you want to action.
- Select the Tags tab.
- Select the recommendation in the tree view that you want to action.
- Click Action and select one of the following actions.
- If you choose Action this recommendation, the Action Recommendations window appears.
- Choose whether to action make or buy recommendations, or both.
- To apply the types, click OK.
- In the Action Recommendations window, choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
- To apply the quantities, click OK.
Note: Depending on the Default Tags View To setting on the Planning Settings General tab, the recommendations are displayed as expanded or collapsed. If you selected Expanded as the default view, the recommendation you selected is displayed in bold. All other linked recommendations are shown in a tree view structure. If you selected Collapsed as the default view, you must click Expand All to display the tree view structure.
|
Action this recommendation |
Select this to action only the selected recommendation without affecting any recommendations it is linked to. |
|
Action selected recommendations |
Select this to action all selected recommendations without affecting any descendents. |
|
Action selected and descendents |
Select this to action only the selected recommendation and its descendents. |
|
Action all related recommendations |
Select this to action all related recommendations. |
Selecting any of the other three actions produces the Select Types to Action window first.
The Action Recommendations window appears.
The status of the recommendation changes to Actioned.
Note: When you action a make recommendation, the priority is copied to the works order The authority to produce a part using the components specified on a BOM and the process specified on the routing..
Open: Planning > MRP > MRP List.
- In the MRP - Recommendations list, select the recommendations that you want to action, and click Action.
- Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
- To apply the quantities, click OK.
Note: To action all recommendations, do not select any recommendations before clicking Action. Then, confirm that you want to action all recommendations.
The status of the recommendation changes to Actioned.
Note: When you action a make recommendation, the priority is copied to the works order The authority to produce a part using the components specified on a BOM and the process specified on the routing..
Open: Planning > MRP > Enquiries > Tags/Exceptions.
- Select the Reference of the recommendation that you want to action.
- Select the recommendation in the tree view that you want to action.
- Click Action and then select from the following actions available.
- Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
- To apply the quantities, click OK. The status of the recommendation changes to Actioned.
Note: Depending on the Default Tags View To setting on the Planning Settings General tab, the recommendations are displayed as expanded or collapsed. If you selected Expanded as the default view, the recommendation you selected is displayed in bold. All other linked recommendations are shown in a tree view structure. If you selected Collapsed as the default view, you must click Expand All to display the tree view structure.
|
Action selected recommendations |
Select this to action all selected recommendations without affecting any descendents. |
|
Action selected and descendents |
Select this to action only the selected recommendation and its descendents. |
|
Action all related recommendations |
Select this to action all related recommendations. |
The Action Recommendations window appears.
Note: When you action a make recommendation, the priority is copied to the works order The authority to produce a part using the components specified on a BOM and the process specified on the routing..