Using Production Planning Report

The Production Planning Report is used to calculate or estimate which items need to be produced, based on the current inventory, open sales orders, open purchase orders, planned transfers, work orders, the minimum and maximum inventory, and the minimum and maximum production lot size for the item. The report is very similar to the Planning Report, except that it includes the items on open planned transfers, the minimum and maximum inventory, and minimum and maximum production lot size for the item in the "action required" calculations.

Only items with "action required" are included on the report. The report looks to current on-hand inventory balances for the item, less demand for the item from open sales orders, planned transfers and work orders (raw material item). It also includes the balance due from open purchase orders, planned transfers, and work orders (finished goods produced) to calculate the available inventory for the item.

The available inventory balance is compared to minimum/maximum levels defined for the item. If the available balance is between the minimum/maximum levels no action is required for the item.

If the available balance is less than minimum inventory, the balance is “short”. More inventory needs to be produced to meet the minimum level. The action required will be calculated as the minimum inventory level minus the available balance. The "short" inventory will show as a positive number on the report.

If the available balance is greater than maximum inventory level for the item, the balance is “over”. The action required will be calculated as the available balance less the maximum inventory level resulting in a negative action required.

The items and current on-hand inventory to include on the report are controlled by selecting one or more departments and locations. The report provides options regarding which calculations and transactions to include the report. The shortages, overages, and/or production requests calculation can be included on the report. The report can print the summary or detail of the sales orders with or without text. Detailed production requests and planned transfer information can also be included.

1. When you first enter the Production Planning Report a Select An Option window displays the following options:

• EXIT – Select Exit to return to the main menu.
• MGMT COPIES – Select MGMT COPIES to print more than one copy of the report. Enter the number of copies to print in the Management Copies field.
• CHANGE DEFAULTS – Select CHANGE DEFAULTS to change the Ship-Thru Date, Future Demand Thru, and PO Date Thru.
  • The Ship Date Thru defaults as the current date and is used to determine which open sales order ship dates to include as demand for the report. Enter the correct date and press Enter to return to the Select An Option window.
  • The Future Demand Thru date defaults to one year in the future and is used to calculate demand on sales orders with a ship date between the ship thru and the future demand thru date. Enter the correct date and press Enter to return to the Select An Option window.
  • The PO Date Thru – The PO Date Thru defaults to the current date and is used to determine which open purchase orders to include on the report based on the expected date of the purchase order receipt.
• A list of departments defined in the system. Select one, several, or ALL departments to include on the report. Only the items assigned to the department(s) specified will be included on the report.

2. Select one, several or all departments to be included on the report by scrolling to your selection and pressing Enter.

3. A Select An Option window appears and displays the locations defined in the system. Select one, several, or ALL LOCATIONS. The current on-hand balance for the items will only include the balances for the location(s) specified. Select EXIT to continue.

4. A Select An Option window appears. Select which options you wish to see on the report: Shortages, Overages, or Production Requests, or all.

• EXIT – Select EXIT to return to the first Select An Option window.
• SHORT – Select SHORT to include items with an inventory shortage (the available balance is less than the minimum inventory balance or a negative balance).
• OVER – Select OVER to include items with a balance that exceeds the maximum inventory.
• PROD REQ – Select PROD REQ to include items in which a production request was created on the open sales order.
• ALL – Select ALL to include all of the above on the report.

5. The Production Planning Report can be printed in three different ways:

• SUMMARY ONLY – Select SUMMARY ONLY to print the total of all transactions used to calculate the action required.
• DETAIL ORDERS (with or without text) – Select DETAIL ORDERS (with or without text) to print a list of the open sales orders with a ship date prior to or equal to the Ship Date Thru date.
• DETAIL PROD REQUESTS – Select DETAIL PROD REQUESTS to print a list of the production requests created on an open sales order.
• DETAIL PLANNED TRANSFERS – Select DETAIL PLANNED TRANSFERS to print the detail of the planned transfer for the "from" and "to" items on the planned transfer for the item and location(s) specified.

Select one or more of the transactions details to include on the report.

See the Available Actions link below for further information.

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