Select this checkbox to exclude customer repair Manufacturing Orders (MOs) as a source of MRP supply.

Select this checkbox to include partially released manufacturing bills of material when creating requirements.

Select this checkbox to have Costpoint Material Requirements Planning calculate the estimated cost of planned orders and exception messages.

Use this checkbox to match the available supply with the demand dates that fall within the threshold that was set up for early/late filters when you generate material requirement plans.

Use the drop-down list to select how extra quantities of purchased parts will be allocated if minimum lot size conditions exist. Options are:

• Ignore: Select this option to leave the extra quantities unordered.
• Allocate: Select this option to allocate the extra quantities to the same inventory abbreviations requiring the material on a weighted-average basis. This is the default.
• Common Stock: Select this option to allocate the extra quantities to a common stock inventory abbreviation.

Use the drop-down list to select how extra quantities of manufactured parts will be allocated if minimum lot size conditions exist. Options are:

• Ignore: Select this option to leave the extra quantities unordered.
• Allocate: Select this option to allocate the extra quantities to the same inventory abbreviations requiring the material on a weighted-average basis. This is the default.
• Common Stock: Select this option to allocate the extra quantities to a common stock inventory abbreviation.

Use the drop-down list to select how planners are assigned by the material requirements planning (MRP) process.

• Demand Requirement: Select this option to assign planner from gross requirement. If this option is not available, the planner assignment defaults to the planner assignment by PC Setting.
• Inventory Project: Select this option to assign planner from inventory project.  If this option is not available, the planner assignment defaults to the planner assignment by gross requirement or from the MRP Settings Default Planner.
• PC Setting: Select this option to assign planner from the PC setting. The PC setting planner assignment is set by:
  • Part
  • Commodity
  • Inventory Project or Netting Group

If these PC Setting options are not available, the planner assignment defaults to the planner assignment from gross requirement or from MRP Settings Default Planner.

Use this field to enter the days needed to pack the parts required on sales orders. This will be subtracted from the ship-by date to determine the need date.

Use this drop-down list to choose how to apply part order policy rules when executing the Update Material Requirements Plan application. Valid options are All Parts, Assemblies Only, and None.

Use this drop-down list to select the method you want to use for assigning the warehouse into planned orders that are generated by MRP and MPS processes.

Select this checkbox to include pending or in-approval sales orders as a source of MRP demand.

Select this checkbox to include pending inventory requests as a source of MRP demand.

Select this checkbox to include project safety stock as a source of MRP demand.

Select this checkbox to allow maintenance of manufacturing orders in the Maintain MRP Action Messages screen.

Select this checkbox to allow maintenance of purchase orders in the Maintain MRP Action Messages screen.

Select this checkbox to allow maintenance of reservations in the Maintain MRP Action Messages screen.

Select this checkbox to include planning for substitute parts.

Use this drop-down list to select whether to use Project Substitute Parts, Substitute Parts, or both when planning for substitute parts. The valid options are:

• Use Project Substitution Only: Select this to use and display only Project Substitute Parts.
• Use Part Substitution Only: Select this to use and display only Part Substitutes
• Use Project/Part Substitution: Select this to use and display both Project Substitute Parts and Part Substitutes. If there are duplicate records, then the record from Project Substitute Parts will be used.

Select this checkbox to allow MRP to use interchangeable substitute parts only. In all instances MRP will look for the original part first, then the substitute.

Select this checkbox to use the substitute part planning order setting at the part level. If you select this checkbox, then the Subst. Part Planning Order field on the Planning Details subtask of the Manage Parts screen becomes enabled and editable.

Use this drop-down list to select from the following planning order options:

• Original Part across Projects (OP): Select this option to instruct the system to use parts based on the following sequence:
  • Original part's available inventory and supply orders from demand's Project Planning Group and Common Stock Project (if using Common Stock). The priority is the demand's Inventory Abbreviation.
  • Substitute part's available inventory and supply orders from demand's Project Planning Group and Common Stock Project (if using Common Stock). The priority is the demand's Inventory Abbreviation and project, followed by the Project Preference setting whether it's the project with the least or most available quantity.
• Original/Substitute Part in Demand Project (OS): Select this option to instruct the system to use parts based on the following sequence:
  • Original part's available inventory and supply orders from demand's project. The priority is the demand's Inventory Abbreviation.
  • Substitute part's available inventory and supply order from demand's project. The priority is the demand's Inventory Abbreviation.
  • Original part's available inventory and supply order from demand's Project Planning Group and Common Stock Project (if use Common Stock). Priority is given to the project's available quantity based on the Project Preference setting.
  • Substitute part's available inventory and supply order from demand's Project Planning Group and Common Stock Project (if using Common Stock). Priority is given to the project's available quantity based on the Project Preference setting.
• Substitute Part across Projects (SP): Select this option to instruct the system to use parts based on the following sequence:
  • Substitute part's available inventory and supply orders from demand's Project Planning Group and Common Stock Project (if using Common Stock). The priority is the demand's Inventory Abbreviation and project, followed by the Project Preference setting whether it's the project with the least or most available quantity. Priority to project's available quantity is based on the Project Preference setting.
  • Original part's available inventory and supply orders from demand's Project Planning Group and Common Stock Project (if using Common Stock).
• Substitute/Original Part in Demand Project (SO): Select this option to instruct the system to use parts based on the following sequence:
  • Substitute part's available inventory and supply orders from demand's project. The priority is the demand's Inventory Abbreviation.
  • Original part's available inventory and supply orders from demand's project.
  • Substitute part's available inventory and supply order from demand's Project Planning Group Common Stock Project (if using Common Stock). Priority is given to the project's available quantity based on the Project Preference setting.
  • Original part's available inventory and supply orders from demand's Project Planning Group and Common Stock Project (if using Common Stock). Priority is given to the project's available quantity based on the Project Preference setting.

Select this checkbox to include manufacturing orders when planning for substitute parts.

Select this checkbox to include sales orders when planning for substitute parts.

Select this checkbox to include inventory reservations when planning for substitute parts.

Select this checkbox to include purchase order or requisition reservations when planning for substitute parts.

Select this checkbox to set the default to combine planned orders with each other for parts purchasing.

Select this checkbox to set the default to combine planned orders with each other for parts manufacturing.

Use this field to enter, or use to select, the requisition approval process to be assigned to requisitions if an approval process cannot be automatically assigned.

Use this field to enter, or use to select, the planner to be assigned to requisitions and manufacturing orders if a planner cannot be automatically assigned.

Use the drop-down list to select the transfer type to be assigned to the transfer reservation created in Costpoint Material Requirements Planning. Options are Standard and Borrow/Payback.

Select this checkbox to automatically create transfer reservation action message.

Use this drop-down list to select the default MRP option code to be assigned to new inventory projects. Available options are:

• Project-No CS: For common stock and non-common stock parts, supply and demand calculations are based only on the specified inventory project.
• Project-CS: For common stock parts, supply and demand calculations include the specified project, along with other projects that have an MRP Planning Option Code of Project-CS, Top-Level Project-CS, Netting Group-CS, or All Projects. For non-common stock parts, supply and demand calculations are based only on the specified project.
• Top-level Project-No CS: For common stock parts, supply and demand calculations are based on the specified inventory project, along with other projects that have the same top-level project as the specified project and have an MRP Planning Option Code of Top-level Project-No CS. For non-common stock parts, supply and demand calculations are based on the specified inventory project, along with other projects that have the same top-level project as the specified project and have an MRP Planning Option Code of Top-level Project-No CS or Top-level Project-CS.
• Top-level Project-CS: For common stock parts, supply and demand calculations include the specified project, along with other projects that have an MRP Option Code of Project-CS, Top-Level Project-CS, Netting Group-CS, or All Projects. For non-common stock parts, supply and demand calculations are based on the specified inventory project, along with projects that have the same top-level project as the specified project and have an MRP Planning Option Code of Top-level Project-No CS or Top-level Project-CS.
• Netting Group-CS: For common stock parts, supply and demand calculations include the specified project, along with other projects that have an MRP Option Code of Project-CS, Top-Level Project-CS, Netting Group-CS, or All Projects. For non-common stock parts, supply and demand calculations are based on the specified inventory project, along with other projects that have the same netting group as the specified project and have an MRP Planning Option Code of Netting Group-CS or Netting Group-No CS.
• Netting Group-No CS: For common stock parts, supply and demand calculations are based on the specified inventory project, along with other projects that have the same netting group as the specified project and have an MRP Planning Option Code of Netting Group-No CS. For non-common stock parts, supply and demand calculations are based on the specified inventory project, along with other projects that have the same netting group as the specified project and have an MRP Planning Option Code of Netting Group-CS or Netting Group-No CS.
• All Projects: For common stock parts, supply and demand calculations include the specified project, along with other projects that have an MRP Option Code of Project-CS, Top-Level Project-CS, Netting Group-CS, or All Projects.  For non-common stock parts, supply and demand calculations include the specified project, along with other projects that have an MRP Option Code of All Projects.
• No MRP Planning: Use this option to select inventory rows with a part key that belongs to the selected Inventory Project. MRP will not consider inventory in projects of this type.

Use this drop-down list to identify the sequence of using the excess available quantities for the projects within the same planning group. Initially, MRP process checks the project’s planning group (by netting group, top-level, and all projects).

If Most Available Qty option is selected, then transfers are done from projects with the most available excess quantity followed by the next most available excess quantity and so on.

If Least Available Qty option is selected, then transfers are done from projects with the least available excess quantity followed by the next least available excess quantity and so on.

This drop-down list is active only if either the Plan Substitute Part and/or Create Transfer Reservation Action Message checkbox is selected.

Select this checkbox to default Planned Order message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default Cancel Order message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default Decrease Quantity message types as selected on the Manage MRP Action Messages screen.  

Select this checkbox to default Reschedule message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default Substitute Part message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default FM Planned Orders message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default Inactive Inventory message types as selected on the Manage MRP Action Messages screen.  

Select this checkbox to default Exceeds Max Qty message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default ECN Pending message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to default Transfer Reservation message types as selected on the Manage MRP Action Messages screen.

Select this checkbox to run the MRP process separately for each company.

Select this checkbox to plan MRP supply and demand separately by company.

Select this checkbox to allow using of parts in common inventory.

Select this checkbox to allow the system to execute the "Net Change" mode (see the Update Material Requirements Plan screen), provided that the MRP Regeneration Flag is N (No). If you do not select this checkbox, MRP must be run in Full Regeneration mode. Once you have selected this checkbox, you must run MRP in Full Regeneration mode one more time to ensure that net-change flags have been set properly.

Select this checkbox to separate all MRP supply and demand by warehouse. If you select this option, you will need to load warehouses on all inventory requisition and Purchase Order (PO) lines. To do this, use the Assign Project Planning Warehouses to Req and PO Lines toolkit.

Select this checkbox to plan parts that have an MPS Planning Type in the Planning subtask of the Manage Parts screen in Product Definition. If you select this checkbox, the MRP process will generate action messages and planned orders as if they were flagged as MRP planned parts. Planning MPS parts in the MRP process will eliminate any outstanding MPS planned orders and action messages for that part and replace them with the appropriate MRP equivalent.

Select this checkbox to create an MRP log file during the MRP process for support purposes.