Updating planning information for a part

This page allows you to update the planning details of a part, when it is newly created. Tell me more.

Select the Maintain Planning Information link in the Select Part # page. Alternatively, select the hyperlinked part number in the multiline of the same page.

The Maintain Planning Information page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the User Preferences business component based on the login user ID. In case the format is not defined, the system displays the date format from the Enterprise Modeling business component by default.

The system displays the following in the Part Information group box:

Part #

The number identifying the part for which the planning information must be updated.

Click the hyperlinked part number to view the part information.

Part Description

The description of the part for which you wish to define planning details.

Enter the following field:

Planning Status	Use the drop-down list box to set the inventory status of the part. Mandatory.
	Fresh Select this status if the planning details have not been incorporated completely.
	Active Select this status if the planning details have been incorporated completely.
	Inactive Select this status if the part number is no longer in use.
	The system displays Active by default.

Note: Parts that are already in the Active status cannot be changed to Fresh. Similarly, parts in Inactive status cannot be changed to Active or Fresh.

Planning Status must not be modified to “Active” if Part Manufacturing Information is not defined for the Part # and the Part Source is set as 'Make'.

The system displays the following.

Mfr. Part #	The code identifying the manufacturer part number.
Part Type	The type of the part which could be “Raw Material”, “Tool”, “Consumable”, “Expendable”, “Component”, “Kit” or “Miscellaneous”.
Non-Stockable	Indicates whether there is no stock available for the part in any of the warehouses of the interacting “Stock Maintenance” business component. The system displays the options “Yes” or “No”
Mfr. #	The manufacturer of the part
Key Word	The key word used to easily identify the part.

Note: The Part Planning Information page will be saved for part numbers in Active status.

Enter the following in the Copy Details group box, to copy the planning information from a different organization unit.

Location	Use the drop-down list box to select the organization unit from which you wish to copy the planning information. The system lists all the organizational units in which the stocking locations or warehouses are defined.
Sales Information	Check this box, if you wish to copy the sales information of the part from the organization unit selected in the Location field.

Note: The sales information, if available, will be copied when the box is checked and when the Reference Status of the part is Active.

Purchase Information

Check this box, if you wish to copy the purchase information of the part from the organization unit selected in the Location field.

Note: The purchase information, if available, will be copied, when the box the checked and when the Reference Status of the part is Active.

The system also copies the material controller and default storage details if they are valid in the current organizational unit.

Click the Get Planning Details pushbutton to retrieve the planning details and replenishment parameter details.

The system retrieves and displays the planning and replenishment parameter details in the respective fields, if available in the selected organization unit, for the part number.

Enter the following field in the Planning Details group box.

Material Controller	The employee who maintains the stocks at a location (Alphanumeric, 15). Mandatory. The employee code must have been defined in the "Create Employee File" activity of the Employee Information business component.
	Help facility available.

The system displays the following in the Planning Details group box.

Employee Name	The name of the employee.
Current Part Rate	The current rate of the part

Note: The system displays the rate set for the part, if the valuation method is “Weighted Average Rate”, and displays the value of the standard cost, if the valuation method is “Standard Cost”. If the valuation method is “LIFO”, the value of the current part rate is displayed. If the valuation method is “FIFO”, the value of the current part rate set in the “Stock Maintenance” is displayed. The system does display any value, if the valuation method is "Actual Cost”.

Enter the following fields in the “Planning Details” group box:

Certification Reqd?

Indicates if certification is mandatory for the part.

For parts that are components, the system displays only “Mandatory”, by default.

For parts that are non-components, the system displays “Mandatory” as well as “Optional” in the drop-down list box. However, by default the system sets this field to “Optional” for non-components For None-controlled parts, by default only “Optional” in the drop-down list box

Part Planning Group

Use the drop-down list box to specify the planning group of the part. The system lists all the ‘active’ group codes of purpose “Inventory Planning” defined in the “Create Part/Service Groups” activity along with a blank value. The system leaves the field blank, by default.

IC Key

The interchangeability key of the part.

Note: Enter the value in this field only when Part Planning Group is selected.

The system displays the following in the “Planning Details” group box:

Standard Cost	The standard cost of the part. The base currency of the standard cost is displayed alongside.
Currency	The base currency of the login organization unit.
Reservation Horizon Days	The number of days for which the part can be reserved for supply (Integer).
Allocation Horizon (days)	The number of days for which the part can be hard allocated (Integer) This field must be entered only when you have checked the “Allocable” box. If you leave this field blank, the system takes the allocation horizon as NULL.
Valuation Method	Use the drop-down list box to select the method in which the costing of the part is done at an inventory location. Mandatory. Standard Cost – indicates that the receipts and the issues of a part are always made at the standard cost. In case the unit rate of the part is different from its standard rate, the difference between the rates is posted as price variance of the part. LIFO (Last In First Out) - indicates that the parts are issued at the latest price. Issues thereafter are made at previous prices. A strict chronological order is followed. FIFO (First In First Out) – indicates that the parts are issued at the earliest receipt prices. Issues thereafter are made at recent prices. A strict chronological order is followed. Actual Cost – indicates that the receipts and issues of a part are always made at the actual cost. You must select this value only for parts which are either ‘serial controlled’ or ‘lot controlled’ or both ‘serial and lot controlled’. Weight Average Rate – indicates that the issue rate is calculated as the average of receipt values divided by the receipt quantity. By default, the system displays the value you selected in the “Default Valuation Method” field of the “Set Options” activity.

Note: You cannot modify this field if stock balance is available for the part in any of the warehouses. This field must be set to “Actual Cost”, for part numbers that are serial number controlled, and if the “Expensing Policy" is set as "Core Value on Phase Out".

Expensing Policy

Use the drop-down list box to specify the expensing policy defined for the part. The system lists the following options, if no value is selected in the “Parts Expense Basis” drop-down list box in the “Set Options” activity of the “Stock Maintenance” business component:

On First Issue – Select this option to indicate that on first issue, the cost of the part will be expensed off. The system displays only this option, if the “Parts Expense Basis” drop-down list box is set as is "Expense at First Issue” or left blank.
On Phase Out – Select this option to indicate that on phase out, the cost of the part will be cleared off. The system displays the option “On-Phase Out", if the “Parts Expense Basis” drop-down list box is set as "Expense at Retirement" or left blank.
Core value on Phase Out – Select this option to indicate that the time life costing parts will become phased out or obsolete when the core value is cleared off.
On Receipt – Select this option to indicate that on receipt, the cost of the part will be cleared off. Select this option for non-stockable items. The system ensures that this field is not selected for parts with Expense Type as “Capital”. The system displays this option, if the “Parts Expense Basis” is set as “Expense on Receipt” or left blank.

If the value is changed from “On Receipt” to any other value, the system ensures that the stock is not available for the part in any of the warehouses.

The system leaves the field blank, by default.

Note: Ensure that a value is selected in this field, on clicking the “Update Planning Information” pushbutton.

Note: If the “Expensing Policy" is set as "Core Value on Phase Out", the system ensures the following:

a) the “Expense Type” is set as “Revenue” in the current business component.

b) the “Sl No Controlled” box in the “Edit Main Information” page of the current business component, is checked.

c) The valuation method for the part is set as ”Actual Cost”.

Adjust Actual Cost

Use the drop-down list box to select whether the actual cost is adjusted. Select one of the following:

Condition Based – The actual cost is adjusted based on certain condition
Not Applicable – Actual cost is not adjusted.

The system displays the following in the “Replenishment Details” group box:

Planning Type

The method in which the part requirement is planned. It could be “Reorder Level”, “Min – Max” or “None”.

Enter the following fields in the “Replenishment Details” group box:

Replenishment Activity by

Use the drop-down list box to select the procedure in which the part must be replenished. The replenishment activity can be based on the Purchase Order, Purchase Request, or Stock Transfer. The system displays None by default.

Note: If the Replenishment Activity By is set as Stock Transfer, the system will generate a Low priority material request in Authorized status, for replenishment of the parts.

Note: Ensure the following with regard to the Replenishment Activity By drop-down list box:

A)If the planning type is selected as Reorder Level, the option None must not be selected.

B) If the planning type is selected as Reorder Level and the source of the part is other than Purchase, the options Purchase Order or Purchase Requisition must not be selected.

C) If the planning type is Min-max, any one of the replenishment activity must be selected other than "None".

D) If the planning type is None, the option None must be selected.

Replenishment Activity at

Use the drop-down list box to select either "Warehouse" or "Location". The option “None” is also available. If the planning type is selected as “Reorder Level”, “Min-Max”, the option “None” must not be selected.

Note that Replenishment Levels need to be individually defined for specific warehouses and parts as required in “Storage Administration” business component.

Stock UOM	The unit of measurement in which the part is stocked in the warehouse.
Minimum Qty	The minimum quantity of the part to be held in stock at any point of time (Decimal).

Note: This field must be left blank, if Planning Type is set as Reorder Level or None.

Maximum Qty

The maximum quantity of the part to be held in stock at any point of time (Decimal).

Note: This field must be left blank, if Planning Type is set as Reorder Level or None.

Note: This field must be greater than the Minimum Qty, if Planning Type is set as Min-max.

Reorder Level

A fixed quantity level of the part (below which, the purchase activity is automatically initiated by the system (Decimal).

Note: This field must be left blank, if Planning Type is set as Min-Max or None.

Note: This field must be greater than or equal to Safety Stock, if Planning Type is set as Reorder Level.

Reorder Qty

The quantity for which the order must be placed, when the reorder level is reached (Decimal).

Note: This field must be left blank, if Planning Type is set as Min-max or None.

Safety Stock	The quantity of the item that is stored in the location to meet the consumption rate fluctuations (Integer). The safety stock must be lesser than the reorder level. Ensure that the value entered is greater than or equal to zero.
Minimum Issue Qty	The minimum quantity that can be issued from a warehouse at a location (Decimal).
Avg. Transfer Lead Time	The average transfer lead time (Decimal).
Note: This field must be entered only if the Replenishment Activity By filed is set to Stock Transfer.
Lead Time Unit	Use the drop-down list box to select the lead time unit which could be Days, Weeks, Months and Years. The system leaves the field blank by default.

Note: This field can be modified if no stock is available for the part number in the Stock Maintenance business component.

Note: If the planning detail such as Reorder Qty, Safety Stock, and Reorder Level is left blank, then the system automatically calculates these details, based on the replenishment parameter details entered.

Note: If the planning type is “Reorder Level” and the replenishment activity is by “Stock Transfer”,

a) lead time would be average transfer lead time and

b) the lead time unit would be the unit of average transfer lead time.

Conditions for automatic calculation of reorder quantity, safety stock and reorder level:

Note: The system calculates these values based on the replenishment parameter details entered.

Note: Automatic calculation will happen only if all the fields, “Reorder Qty”, “Safety Stock”, and “Reorder Level”, are left blank. The reorder quantity will be calculated using the following formula, only if the “Annual Consumption”, “Per Order Cost” and “Carrying Cost” are updated.

Reorder Quantity

Ö (2 * Annual consumption * (per order cost / carrying cost))

The safety stock will be calculated using the following formula only if the “Service Level in %”, “Lead Time” and “Annual Consumption” are updated.

Safety Stock

Service level * Standard deviation for daily consumption * Ö Lead Time

The reorder level will be calculated only if the “Annual Consumption”, “Lead Time” are entered and “Safety Stock” is updated.

Reorder Level

Safety Stock + Demand during lead time

Where,

Demand during lead time = Lead Time * Daily Consumption

Enter the following fields in the Replenishment Parameter Details group box:

Annual Consumption	The annual consumption of the part stocked in the inventory.
Per Order Cost	The miscellaneous cost such as transportation charges and electricity charges incurred on the part (Decimal).
Carrying Cost	The miscellaneous cost such as the cost incurred for handling hazardous types of parts or breakable parts (Decimal).
Service Level in %	The level (in percentage) to which the service has been provided to the MRO for the request of material. This is calculated as: Number of times service provided + Quantity of parts provided to the MRO based on the request/ Total number of times the service is requested + Total quantity of parts requested by the MRO
Lead Time	The total lead time required for the replenishment activity to be completed (Decimal).
Lead Time Unit	The lead time unit, which could be Days, Weeks, Months or Years.

Enter the following fields in the “Analysis Classification & Movement Strategies” group box:
Enter the following fields in the Part Analysis Classification group box:

ABC Class	Use the drop-down list box to select the ABC Class, part analysis classification. This analysis is based on the earlier consumption records of the part. Parts are usually classified into three types in the decreasing value of its annual consumption. The principle of this analysis holds that, by controlling lower consumption value items, effort and money can be saved.
	A represents 10% to 20% of the number of parts and 50% to 70% of the total consumption value.
	B represents 20% of the number of parts and 20% of the total consumption value.
	C represents 60% to 70% of the number of parts and 10% to 30% of the total consumption value.
	Note: This field is set to “None”, by default. However, if the part details are copied from another part, this field will inherit the field value of the copied part.
XYZ Class	Use the drop-down list box to select the XYZ Class, part analysis classification. This analysis is done based on the current stock value. Parts are classified into three types based on their inventory value. Value percentage can be specified for the respective classes. Note: This field is set to “None”, by default. However, if the part details are copied from another part, this field will inherit the field value of the copied part.
FSN Class	Use the drop-down list box to select FSN Class, part analysis classification. This analysis is done based on the movement of the stock from the inventory. The average stay of the stock and its consumption rate are taken into account while doing this analysis.
	F represents Fast.
	S represents Slow
	N represents Non-moving.
	Note: This field is set to “None”, by default. However, if the part details are copied from another part, this field will inherit the field value of the copied part.
VED Class	Use the drop-down list box to select VED Class, part analysis classification. This analysis is done based on the relative importance of the item with respect to the other parts, in the day-to-day operations. The items are classified based on the perception and experience of the user.
	V represents Vital.
	E represents Essential.
	D represents Desirable.
	Note: This field is set to “None”, by default. However, if the part details are copied from another part, this field will inherit the field value of the copied part.

Enter the following fields in the Default Stock Movement Strategies group box:

Placement Strategy

Use the drop down list box to set the method of placement of the part in the zone or bin. The system lists the following options:

Storage Proximity indicates the stocking position of Zones or Bins, which could be Near, Medium or Far.
Existing Stock Addition - indicates that the part can be added to the existing stock available in zone or bin.
Next Empty Storage indicates that the part can be moved to the subsequent vacant zone or bin.
Manual - indicates that the part can be placed manually.

The system displays "Manual" by default.

Allocation Strategy

Use the drop-down list box to specify the allocation strategy. The system lists the following strategies in which the parts must be picked on issuing from the stocking location:

LIFO - (Last In First Out) - indicates that the part must be issued at the latest receipt. Issues thereafter are made at previous receipts. A strict chronological order is followed.
FIFO - (First In First Out) indicates that the part must be issued at the earliest receipt. Issues thereafter are made at recent receipt. A strict chronological order is followed. You can select this option only when the part number is "Lot controlled", "Serial controlled" or "Both".
Min Remaining Shelf Life indicates that the part must be issued based on its shelf life or expiry value, which could be in terms of years, months, weeks or days. Ensure that the part is defined as shelf life controlled in the Create Parts Main Information activity of the Part Administration business component.
Min Remaining Life indicates that the part must be issued based on its minimum remaining life. Ensure that the part is of type Component, as defined in the Create Parts Main Information activity of the Part Administration business component. You can select this option only when the part number is "Lot controlled", "Serial controlled" or "Both".
Max Remaining Life indicates that the part must be issued based on the maximum remaining life. Ensure that the part is of type Component, as defined in the Create Parts Main Information activity of the Part Administration business component.
Min Lot indicates that the part to be issued is lot number controlled, as defined in the Create Parts Main Information activity of the Part Administration business component.
Min Zone/Bin Indicates that the part must be issued based on the minimum Zone/Bin capacity.
Max Zone/Bin Indicates that the part must be issued based on the maximum Zone/Bin capacity.
Manual indicates that the part is issued manually from the warehouse.
Earliest Certificate Date – Indicates that when a part is requested through MR, issue must be created for the part having the earliest certificate date.
Minimum Lead Parameter Value – Indicates that the Serial #s available in stock with the minimum lead parameter value should first be allocated.
Maximum Lead Parameter Value – Indicates that the Serial #s available in stock with the minimum lead parameter value should first be allocated.

The system displays "Manual" by default.

Note: Ensure that the allocation strategy for the part is not set as Manual, if the Allocable box is checked. If the Allocation Strategy is Minimum Lead Parameter Value or Maximum Lead Parameter Value and if multiple serial #s has the same lead parameter value, then they will be allocated on FIFO basis. If the Lead Parameter is not defined or the current value for the Lead Parameter is unknown for a Serial # in stock, it’ll not be considered for allocation.

Enter the following in the “Usage, Source and Other Details” group box:

A part can have multiple uses.

Check the appropriate boxes under Usage in the Usage & Source Details group box, to indicate the purpose for which the part must be used in a location:

For Sale	Check this box to indicate that the part is for sale purpose.
For Maintenance / Manufacturing	Check this box to indicate that the part is used for maintenance / manufacturing.

Note: If Reference Status is Active, this box appears checked by default.

Note: This box must be checked, if the Action on Phase-out field is set as Generate PR.

For Loan	Check this box to indicate that the part can be loaned to another organization unit within the company.
For Pool	Check this box to indicate that the part belongs to a common storage from which the various organization units can use it.

Note: At least one box under Usage must be checked.

Note: For Non-Stockable parts, user is allowed to select only the ‘For Maintenance / Manufacturing’ check box.

A part can be obtained from multiple sources.

Check the appropriate box under Source in the Usage & Source Details group box, to indicate the source from which the part can be obtained in a location.

Make

Check this box to indicate that the part can be manufactured.

Purchase

Check this box to indicate that the part has to be purchased. Check this box only if the Non-Stockable field is set as Yes in the "Part Main Information" page. A part with ”Non-Stockable” set as “Yes” can have the source as “Purchase” only.

You cannot select “Purchase” for Phantom parts.

Note: If Reference Status is Active, this box appears checked by default.

Note: This box must be checked, if the Action on Phase-out field is set as Generate PR.

Sub-Contracted	Check this box to indicate that the part has to be sub-contracted.
On Loan	Check this box to indicate that the part is obtained on loan.
From Pool	Check this box to indicate that the part is obtained from the common storage.
On Exchange	Check this box to indicate that the part is obtained on exchange.

Note: At least one box under Source must be checked.

A part can have multiple general characteristics.

Check the appropriate boxes under "Other Details" in the “Usage & Source Details” group box, to indicate certain general characteristics of the part:

Allocable	Check this box to indicate that the part can be hard allocated. Hard Allocation refers to the locking of the part for issue transaction. This ensures that the part is available for issue at the time it is required during a day. This box can be checked only for non-dispositionable parts.
Storage Allocation Mandatory	Check this box to indicate that the special storage facility is mandatory for the part.
Hazardous	Check this box to indicate that the part is dangerous while handling.
On Warranty	Check this box to indicate that the part is under warranty. Note: By default, this check box is selected if the “Default 'On Warranty' check box in Part Planning Information” process parameter in the Set Inventory Process Parameters activity in Logistics Common Masters is set as 1 or blank.
Back Flushing Required	Check this box to indicate that the part is a back flushable item. Back flushing means that the inventory stock is reduced, based on the production count of the assemblies produced.
QC Clearance Required	Check this box to indicate that the part requires a quality control clearance.
Trade Restriction?	Select the check box to indicate the part is included in United States Munitions List (USML) and therefore is a restricted part. Alternately, do not select the check box for a non-restricted part. Note: International Traffic in Arms Regulations (ITAR) controls the export and import of defense-related parts and services put on the United States Munitions List (USML).These parts and services can be traded with only those customers that are ITAR complaint.
Float Computation Appl.?	Select the check box to indicate that the part is applicable for Float Computation.

Enter the following fields in the "Scrap Info" group box:

Scrap Note Process

Use the drop-down list box to select the mode of generation of the scrap note. The system displays the following options:

Auto Initiation – Select thos option when the scrap note should be automatically generated from the Shop Work order business component.
Manual – Select this option when the scrap note should be created manually from the Scrap Note business component.
Not Applicable – Select this option when the scrap note should not be generated manually or automatically.

Action on Phase-Out

Use the drop-down list box to select the action to be taken on the part when the part is declared as “Phased-out”.

Generate PR – Select this option if a purchase request should automatically be generated, when the condition of a part is declared as “Phased Out”.
None – Select this option if no action should be taken, when the condition of a part is declared as “Phased Out”.

Enter the following fields in the Hazmat Details group box:

HAZMAT ID	A unique ID representing the dangerous goods or serial number assigned to the article or substance. This can be UN Number. Example;. UN 2793
Packing Type	Packing types are assigned in accordance with the Hazmat Class, Packaging Group, Transport Mode etc . Example: Plastic Drum, Boxes, Bags , Wooden or Fiber Board
Limited Quantities	Maximum quantity per packaging or maximum quantities for transporting dangerous goods
HAZMAT Class	Substances (including mixtures and solutions) and articles of HAZMAT are assigned to classes according to the hazard or the most predominant of the hazards they present. Example; Explosives, Gases, Flammable Liquids, Flammable solids, Oxidizing substances, Toxic substances, Radioactive substances, Corrosive substances, Miscellaneous substances.
Shipping Name	The name accurately describing the dangerous goods. Example; Ethyl Alcohol
Packing Group	Packing groups are assigned in accordance with the degree of danger the HAZMAT present: Example: Substances presenting high danger; medium danger, and low danger
Packing Instruction	Includes the additional packaging instruction, Labeling instruction, Documentation instruction etc which may be used for the transport of substances and articles.
Handling Instruction	Indicate the handling guidelines that need to be adhered to during handling of substances and articles.
File Name	The name of the file Help facility available.

The system displays the following fields in the Default Storage Details multiline:

Stocking Location

The organizational unit in which the part is stocked.

Enter the following fields in the "Default Storage Details" multiline:

Default Warehouse

The warehouse, where the part is stored by default (Alphanumeric, 10)Mandatory. The warehouse must have been defined in the Create Warehouse Information activity of the Storage Administration business component and must be in Active status.

Help facility available.

The system displays the following fields in the Default Storage Details multiline:

Inspection Areas

The inspection areas that are mapped to the specified default warehouse.

By default the system leaves this field blank.

Enter the following fields in the "Default Storage Details" multiline:

Default Inspection Area	The inspection area where the part is inspected by default. Ensure that the value entered in this field is an active inspection area that is mapped to the specified warehouse. By default the system leaves this field blank.
Transfer Processing Location	The organizational unit where the stock transfer must be processed (Alphanumeric, 256). It is mandatory to enter the transfer processing location if the Replenishment Activity By field is set to Stock Transfer. Ensure that the location entered here is one of the Stock Transfer Locations, which interacts with the location specified in the "Transfer From Location" field. Help facility available.
Transfer From Location	The location to which the part can be transferred (Alphanumeric, 256). Help facility available.
Sourcing Warehouse	The warehouse to which the part can be transferred (Alphanumeric, 10). Help facility available. Ensure that this warehouse is capable of stocking the part of this part type, as defined in the Storage Administration business component.

Click the Update Planning Information pushbutton to update the planning details for the part.

The system displays the following fields in the "Additional Options" multiline:

Transaction

The name of the transaction, which could be Manual Material Request.

Enter the following fields in the "Additional Options" multiline:

Restrict?	Indicates whether the given transaction is restricted. You can select from the options “Yes” or “No”
Reason	A comment on the reason for the restriction of the transaction.

Click the “Update Planning Information” pushbutton to update the planning details for the part.

The system performs the following:

Updates the planning status to Active or Fresh, based on the option selected in the Planning Status field. The status of the New Part Request documents is updated, if the part is available in any of the New Part Request documents as either the New Part or Created Part. .
Ensures that the additional valuation information is maintained for the part with Expensing Policy" set as "Core Value on Phase Out", if the Planning Status is Active.
For the Expensing Policy set as On First Issue, the system updates the maintenance type such as Inspection, Overhaul, Repair and Others in the Maintenance Expense Policy Details group box in the Edit Addional Valuation Information page, with the value Expense Off, if no box is checked in the Applicable Maintenance Expense field in the Set Options activity of the Stock Maintenance business component. Else the system updates the respective maintenance types in the Edit Additional Valuation Information page, with the value Add to Stock if the corresponding check boxes are checked in the Applicable Maintenance Expense field in the Set Options activity of the Stock Maintenance business component.
If the Source of the part is Purchase, the system updates the planning status from Fresh to Active, only when the Preferred Supplier, Standard Purchase Price and Purchase UOM have been entered in the Maintain Purchase Information activity.
If the Usage of the part is Saleable, the system updates the planning status from Fresh to Active, only when the Sales UOM and Standard Sales Price have been entered in the Maintain Sales Information activity.
The system ensures that the reorder quantity, safety stock and reorder level are entered either manually, or calculated automatically based on the Replenishment Parameter details entered.
Stores the login user ID and the server date in the Created by and Created Date fields or in the Last Modified By and Last Modified Date fields, as the case may be.

The system displays the following in the Record Statistics group box:

Created By	The login ID of the user who defined the planning information of the part.
Created Date	The date on which the planning details were defined.
Last Modified by	The login ID of the user who last modified the planning information of the part.
Last Modified Date	The date on which the planning details were last modified.

To proceed, carry out the following

Select the Maintain Purchase Information link at the bottom of the page to update the purchase information of the part.
Select the Maintain Sales Information link at the bottom of the page to update the sales information of the part.
Select the Maintain Additional Valuation Information link at the bottom of the page to update the additional valuation information of the part.
Select the “Initiate Part Master Controlled Data Change” link at the bottom of the page to manage controlled data for part record.
Select the "Maintain Part Manufacturing Information" link to define manufacturing information for a part.
Select the “Upload Documents” link at the bottom of the page to upload documents associated with the part to the “Object Attachments” repository.
Select the "Manage Additional Information” link at the bottom of the page to manage the additional information of the part.
Select the View Replenishment Planning Parameters History link at the bottom of the page to view the replenishment information details.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the documents associated with the part from the “Object Attachments” repository.

Updating planning information for a part An overview

You can also copy the planning information from a different organization unit. You can update the planning information of part numbers, which are in Active status.

In addition to the planning information, you can define the various ways in which the stocking of the part can be analyzed. This page also allows you to specify the usage of the part, the source of the part and its general characteristics.

The system stores the login user ID and the server date along with the modification details.

What you can do in this page

Classify parts based on their consumption value

Classify parts based on part value

Classify parts based on movement rate

Specify reorder stock level details

Specify the standard warehouse

Specify maximum and minimum issue quantity

Identify source and usage details for the part

Classify parts based on their consumption value

You can classify the parts based on the past consumption value of the parts. Parts are usually classified into three types in the decreasing value of its annual consumption A, B and C. This ABC principle states that effort and money can be saved through applying looser control to the lower consumption value items than that will be applied to higher consumption value inventory.

Set the ABC Class drop-down list box to the appropriate option to classify the part based on consumption.

Classify parts based on part value

You can classify the parts based on the value of the parts in the inventory.

Set the XYZ Class drop-down list box to the appropriate option to classify the part based on part value.

Classify parts based on movement rate

You can classify parts based on the movement of the stock from the inventory. The average stay of the stock and its consumption rate are taken into account during this classification.

Set the FSN Class drop-down list box to the appropriate option to classify the part based on movement rate.

Specify reorder stock level details

Reorder planning is a planning type with fixed reorder quantity. Each time the available stock falls below the reorder point specified by the user, purchase activity is automatically initiated by the system. Purchase activity can be in any of the following forms:

Purchase request (PR)
Purchase order (PO)
Material Request

You can specify the reorder level and the place from where the part is reordered.

Select the appropriate type of reorder process in the Replenishment Activity By drop-down list box.
Select the appropriate option in the Replenishment Activity At to indicate the place from where the part must be reordered.
Enter the reorder level and reorder quantity details.

Specify the standard warehouse

You can identify the standard warehouse for a part.

Enter the warehouse code in the Standard Warehouse field.

Specify maximum and minimum issue quantity

You can specify the maximum and minimum issue quantity for a part.

Enter the maximum issue quantity in the Maximum Qty field.
Enter the minimum issue quantity in the Minimum Qty field.

Identify source and usage details for the part

You can identify the source from where the part is obtained. The usage details of the part can also be entered.

Check the boxes in the appropriate source fields in the Usage & Source Details group box.
Check the boxes in the appropriate fields to specify the usage details for the part.