List View

The "List View" enables the user to view the Material Requests by filtering them as per the pre-defined filtered arrived based on the stage of a Material Request document in its life cycle.

To be Assigned

The 'To be Assigned’ tab enables the Material Request Planners to assign the unsatisfied open MRs to an employee.

Select the following check box:

View Assigned

Select the check box to retrieve the already assigned material request along with the unassigned material request.

Note: This field is visible only if the set option "Re-Assignment of Material Requests" is set as ‘Allowed’ in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component.

Enter the following fields in the "To be Assigned" multiline:

MR #	The number identifying the unsatisfied material request.
Need Date	The date by which the parts are required, as identified in the material request.
MR Priority	The material request priority which could be “Normal” or “AOG”.
Warehouse #	The number identifying the warehouse for which the material request is raised or the number identifying the warehouse to which the parts are to be transferred.
Part #	The part requested in the Material Request document.
Part Desc.	The description of the part requested in the Material Request document.
Req. Qty	The total quantity of the part required.
Pend. Qty	The quantity of part pending for the material request.
Assignee	The employee ID to whom the Material Request is assigned. Help facility available.

The system displays the following field:

Name

The name of the employee to whom the Material Request is assigned.

Enter the following fields in the multiline:

Processing Status	Use the drop-down list box to specify the processing status of the material request. The system lists all the user defined values along with a blank value. The system leaves the field blank, by default.
Remarks	Any comments or remarks pertaining to the material request.
Ship By	Use the drop-down list box to specify the mode of shipment. The system lists all the ‘active’ Carrier/Agency # defined in the “Maintain Carrier /Agency Codes” screen of the Logistics Common Master business component.
Shipping Instructions	Any instructions pertaining to the shipment of materials.

The system displays the following fields:

Closed Qty	The quantity of part available for the material request.
UOM	The unit of measurement of the required part.
Part Source	The source of the required part.
Part Category	The category of the required part.
Stock Status	The stock status in which the part is required.
EXT	Click the icon to navigate to the “Parts Anywhere” screen.
PMA?	Indicates whether the part is a Parts Manufacturer Approval (PMA) part. PMA parts are those parts which are not manufactured and supplied by the Original Equipment Manufacturer (OEM), but by an external source, with the approval of the Federal Aviation Administration (FAA).
New Part?	Indicates whether the part required is a new part.
Scrap Qty Pend. Repl.	The pending replenishment quantity for the scrapped part.
Preferred Supplier #	The default supplier with whom the order must be placed for the material request.
Requested By	The number identifying the employee who made the request for the part.
MR Type	The type of the material request which could be ‘Planned’, ‘Unplanned’ or ‘For Stock’.
MR Class	The material request class which could be ‘Maintenance’, ‘General’ or ‘Replenishment’.
Work Center	The number identifying the work center where the parts are required.
A/C Reg. #	The aircraft registration number for which the parts are required.
Main Core Part #	The part number identifying the main core part.
Main Core Serial #	The manufacturer serial number of the main core part.
Ref. Document	The code identifying the reference document for the material request. If the MR is a Part Sale Order based MR or Exchange Order based MR and if the Customer Request reference is available for the referred PSO or CO, then the system displays in the following format: "Ref. Doc. Type: <Ref.Doc.#> \| Cust.Req. #: <CRQ #>".
Line #	The number identifying the row in the multiline in which the part is entered. For every part number entered, the system generates the line number sequentially.
Exchange MR?	Indicates whether the Material Request is created for the Exchange Order
Customer #	The code identifying the customer.
Customer Name	The name of the customer.
Part Info.	Click the icon to navigate to the “View Material Request” screen.
MR Info.	Click the icon to navigate to the “View Parts Information” screen.
Error Message	The error message generated by the system.

Click the “Save” pushbutton to record the entered details.
Enter the following field to navigate to the required screen:

Quick Links

Use the drop-down list box to specify the screen to be launched. The system lists the following links:

§ Create Purchase Request

§ Create PR based PO

§ Create Loan Order

§ Plan Work Order

§ Route Unserviceable Components / Parts

§ Inquire Material Count and Location Information

§ Check Part Availability

§ External Stock Availability

§ View Availability of Alternate Parts

§ View PO/RS Details

§ View Quantities Under Repair

§ View Quantities in Shop

§ View Quantities In-Transit

§ View Loaned-In Quantities

§ View Rented-Out Quantities

§ Inquire Stock Availability

§ Manage Customer Request

To be Planned

The ‘To be Planned’ tab enables the Material Request Planners to plan the unsatisfied open MRs. The employee assigned for the material request can plan various actions at a time (E.g. Purchase Request, Issue, Stock Transfer, Repair Order coverage, etc.). Simulation of Material Request Allocation through open Sourcing Documents is also supported.

The following fields are displayed in addition to the fields existing in the ‘To be assigned’ multiline.

The system displays the following fields:

Planning Option	Click the icon to select the various documents available for planning of a Material Request. On click of the icon “Help on MR Planning Options” screen appears.
Coverage Entity	The entity by which the parts are available which could be “Requested Warehouse” or “Alternate Warehouse” or “Orders”.
Entity Value	The document # or Warehouse # depending on the Coverage Entity Value.
Available Qty	The quantity of parts that is available for allocation.
Scrap Qty Pend. Repl.	The sum of Pending replenishment quantity across scrap notes for the Part #.

Enter the following fields in the multiline:

Action

Use the drop-down list box to specify the action to be performed. The system lists the following values:

§ Create Issue – Indicates that the issue has to be generated to satisfy the material request.

§ Create Make Order – Indicates that the Make Order has to be generated to satisfy the material request.

§ Create Purchase Request – Indicates that the Purchase Request has to be generated to satisfy the material request

§ Create Stock Transfer – Indicates that the Stock Transfer has to be generated to satisfy the material request

§ Update MR Coverage - Indicates that the Material Request has to be updated.

Note: The only action applicable for the parent node is ‘Create Purchase Request’.

Process Qty

The quantity of material which will be processed.

The system displays the following field:

Scrap Qty Pend. Repl.

The pending replenishment quantity for the scrapped part.

Enter the following fields in the multiline:

Adjust PR against Scrap Qty	Select the check box to adjust the PR quantity against the scrap replenishment quantity.
Collaborator	Click the Collaborator icon to launch Collaborator with respective Document #.

Select the following checkbox:

Incl. All WH Stk

Select the check box to retrieve the stock available in all the warehouses that satisfies the allocation rule defined. The check box remains unchecked, by default.

Click the “Propose Allocation” pushbutton to simulate the allocation preference.
Click the "Initiate Action" pushbutton to perform the action selected in the multiline.

If the Parent Node is selected for processing, then by default the system takes all the child nodes for processing, irrespective of user selection.
If the child node is selected, then the system processes the selected nodes alone, ignoring the actions in the parent node.
The system ensures that the check-box 'Adjust PR against Scrap Qty' is selected only when there is value in “Scrap Qty Pending. Replenishment” field for the Parent record of the child record involved.
The system ensures that the check-box 'Adjust PR against Scrap Qty' is selected only when the action is selected as 'Create Purchase Request'.

Planning in Demand Management Hub

1. VISIBILITY OF PLANNING OPTIONS

Planner can plan the Material Requests displayed in the “To be Planned” list in two ways, either using ‘Propose Allocation’ action or through taking the Planning Options link.

Propose Allocation - On click of the 'Propose Allocation' pushbutton against the material request, the system will display the suggestion of the stock that available in same warehouse and matrix warehouse based on the allocation rules defined in the "Manage Stock Allocation Rules" activity. The available options for a MR-Part # will be displayed in a tree structure along with the corresponding action.

Note: Unlike "Plan Materials" screen, where multiple clicks needs to be performed, all the actions can be completed in a single click post this proposal. For instance, if a MR has 10 EA to be planned, Material Planner can initiate Stock Transfer from multiple warehouses, direct issue from the same warehouse and a Purchase Request on click of the ‘Initiate Action’ pushbutton. Over the stock proposed for allocation, the stock available in any open Repair Orders can be retrieved from the Planning Options link.

Planning Options - Click of the hyperlinked 'Planning option' against the material request, will launch the Help on Material Planning which lists the stock available in the same warehouse, alternate warehouse (as defined in the Set Options screen in Stock Demand Management business component) and all warehouse defined in organizational level. The list of Open Repair Orders for the Part # in the Material Request will also be displayed in the Planning Options screen.

2. INITIATING ACTION

MR planner can select the suggested stock availability either from Proposed Allocation or though Planning Options, as mentioned above.
Select the ‘Action’ as “Create Purchase Request”, “Create Stock Transfer”, “Create Issue”, “Update MR-RO coverage”.
Click ‘Initiate Action’ pushbutton to initiate action on the MRs based on selected stock availability.

3. ACTUAL ACTION

Once the action is initiated for the Material Request by the Planner, the system generates the following documents: Issue, Purchase Request, Purchase Order, Stock transfer Order, etc.
After successful creation of the documents, the Material Requests will be transferred from the ‘To be Planned’ tile to the ‘Planner MR’ tile.
The user who initiated the action for the Material Request will receive a Collaborator Message indicating the generation of the document, if the option ‘Post a Collaborator Message on Successful generation of the Document to the User’ is set as “Required” in the Set Inventory Process Parameters activity of the Logistics Common Master business component.
The documents generated can be tracked in the hub until the Material Request is closed.

Planned MR

The ‘Planned MR’ tab enables the users to view the coverage of the planned Material Requests.

The following fields are displayed in addition to the fields existing in the ‘To be Planned’ multiline.

The system displays the following field:

Inprogress Qty	The quantity of parts pending in the material request.
PR Qty	The quantity of parts requested to be purchased.
Order Qty	The quantity of parts ordered to be purchased. If Order is "Purchase Order" the system displays the difference of the "Order Qty" and "Short Closed Qty" in PO - Line # Level. The Status of PO will be in "Fresh", "Open", "Amended", "under Amended" and "Under Authorization". If the Order is "Repair Order" the system displays the Sum of "quantity" in the "Maint. Object Detail" Multiline. The status of the Repair Order will be in "Fresh and Released". If the multiple RO's has linked to MR # the system displays the sum of the Qty in ROs. If the Order is "Stock Transfer Order" the system displays the "Qty." from the Part Information multiline. The Status of the Stock Transfer Order will be in "Fresh and Partially Issued". On Click of the Order Qty, the system displays the document Detail in the “Planning Info” multiline Note: PO must be raised against the PR with MR #-Line # as reference. For example. Against a MR1 line 1, 5 qty is requested. For the MR1, PR 1 is created. For PR 1, two PO is created with different Line #. (PO1 and PO2). In that case load the Sum of Qty from two PO's against the line #.
In Transit Qty	The quantity of the Stock Transfer Order raised against the MR #-Line #. The status of the Stock Transfer Order will be in "Authorized and Issue not Generated". On Click of the In Transit Qty, the system displays the document Detail in the Planning Info multiline.
Receipt Qty	The difference of "Qty." and "Rejected Qty" in Receipt Document created against the MR #-Line #. The Receipt Document will be "PO receipt", "Repair Receipt" or "Stock transfer Receipt". On Click of the Receipt Qty, the system displays the document Detail in the Planning Info multiline.
Issue Qty	The quantity in issue document that has Parent Ref. Doc as MR #(only the Line # considered for count). The issue document will be Direct/Maintenance Issue. Once the issue has generated, the quantity displayed in the Order will be blank or get reduced based on the Issue Quantity. The Status of the Document shown is Fresh and authorized. On Click of the Issue Qty, the system displays the document Detail in the “Planning Info” multiline.
Shipment Qty	The quantity in the Shipping Note. The shipping note is created against the Issue with Parent Ref Doc as MR # -Line #.(Latest shipping note). On Click of the Shipment Qty, the system displays the document Detail in the “Planning Info” multiline.

Click the “View Coverage” pushbutton to view the coverage details of the part through various transactions.

The system displays the following fields in the “View Coverage” multiline:

MR #	The number identifying the material request.
Part #	The number identifying the part for which the coverage details are displayed.
Part Desc.	The description of the part.
Purchase Request #	The number identifying the purchase request raised against the MR #.
PR Date	The date of the Purchase Request.
Order Type	The type of the order which could be "Stock Transfer Order", "Purchase Order" or "Repair Order".
Order #	The number identifying the order raised against the selected Material Request.
Order Date	The order date for the Material Request. § If the Order is PO, then the system displays "PO Date". § If the Order is Stock Transfer Order, then the system displays "Need Date". § If the Order is RO, then the system displays "RO Date".
Line #	The line number containing the part for which the coverage details must be viewed.
Schedule #	The schedule # of the material request #.
Expected Delivery Date	The delivery date of the order raised against the selected Material Request. "Delivery Date" for PO. “Transfer Date" for STO. “Repair Shop Shipping Date" for RO.
Issue #	The number identifying the issue document.
Issue Date	The date on which the issue is generated.
Receipt/Return #	The number identifying the receipt/return document.
Receipt/Return Date	The date on which the receipt/return is generated.
Move to Warehouse #	The number identifying the warehouse to which the part is moved.
Qty	The quantity of the requested part taken up by the reference document.
Collabrator	Click the Collaborator icon to launch Collaborator with respective Document #.

In Purchase Request

The ‘In Purchase Request’ tab lists the Material Requests for which Purchase Request has been generated.

The following fields are displayed in addition to the fields existing in the ‘To be Assigned’ multiline.

The system displays the following field:

Inprogress Qty	The quantity of parts pending in the material request.
PR Qty	The quantity of parts requested to be purchased.

Under Orders

The ‘Under Orders’ tab lists the Material Requests for which the purchase order/repair order has been generated/updated.

The following fields are displayed in addition to the fields existing in the ‘To be Assigned’ multiline.

The system displays the following field:

Inprogress Qty

The quantity of parts pending in the material request.

Order Qty

The quantity of parts ordered to be purchased.

If Order is "Purchase Order" the system displays the difference of the "Order Qty" and "Short Closed Qty" in PO - Line # Level. The Status of PO will be in "Fresh", "Open", "Amended", "under Amended" and "Under Authorization".

If the Order is "Repair Order" the system displays the Sum of "quantity" in the "Maint. Object Detail" Multiline. The status of the Repair Order will be in "Fresh and Released". If the multiple RO's has linked to MR # the system displays the sum of the Qty in ROs.

If the Order is "Stock Transfer Order" the system displays the "Qty." from the Part Information multiline. The Status of the Stock Transfer Order will be in "Fresh and Partially Issued".

On Click of the Order Qty, the system displays the document Detail in the “Planning Info” multiline

Note: PO must be raised against the PR with MR #-Line # as reference.

For example. Against a MR1 line 1, 5 qty is requested. For the MR1, PR 1 is created. For PR 1, two PO is created with different Line #. (PO1 and PO2). In that case load the Sum of Qty from two PO's against the line #.

Shipment Qty

The quantity in the Shipping Note.

The shipping note is created against the Issue with Parent Ref Doc as MR # -Line #.(Latest shipping note).

On Click of the Shipment Qty, the system displays the document Detail in the “Planning Info” multiline.

Under Receiving

The ‘Under Receiving’ tab lists the Material Requests for which receipt has been created.

The following fields are displayed in addition to the fields existing in the ‘To be Assigned’ multiline.

Inprogress Qty
Receipt Qty	The difference of "Qty." and "Rejected Qty" in Receipt Document created against the MR #-Line #. The Receipt Document will be "PO receipt", "Repair Receipt" or "Stock transfer Receipt". On Click of the Receipt Qty, the system displays the document Detail in the Planning Info multiline.
Issue Qty	The quantity in issue document that has Parent Ref. Doc as MR #(only the Line # considered for count). The issue document will be Direct/Maintenance Issue. Once the issue has generated, the quantity displayed in the Order will be blank or get reduced based on the Issue Quantity. The Status of the Document shown is Fresh and authorized. On Click of the Issue Qty, the system displays the document Detail in the “Planning Info” multiline.
Shipment Qty	The quantity in the Shipping Note. The shipping note is created against the Issue with Parent Ref Doc as MR # -Line #.(Latest shipping note). On Click of the Shipment Qty, the system displays the document Detail in the “Planning Info” multiline.

Under Issues

The ‘Under Issues’ tab lists the Material Requests for which issue document have been created.

The following fields are displayed in addition to the fields existing in the ‘To be Assigned’ multiline.

Inprogress Qty

Issue Qty

The quantity in issue document that has Parent Ref. Doc as MR #(only the Line # considered for count).

The issue document will be Direct/Maintenance Issue.

Once the issue has generated, the quantity displayed in the Order will be blank or get reduced based on the Issue Quantity.

The Status of the Document shown is Fresh and authorized.

On Click of the Issue Qty, the system displays the document Detail in the “Planning Info” multiline.

Shipment Qty

The quantity in the Shipping Note.

The shipping note is created against the Issue with Parent Ref Doc as MR # -Line #.(Latest shipping note).

On Click of the Shipment Qty, the system displays the document Detail in the “Planning Info” multiline.

Under Shipment

The ‘Under Shipment’ tab lists the Material Requests for which shipping note document has been created.

The following fields are displayed in addition to the fields existing in the ‘To be Assigned’ multiline.

Inprogress Qty

Shipment Qty

The quantity in the Shipping Note.

The shipping note is created against the Issue with Parent Ref Doc as MR # -Line #.(Latest shipping note).

On Click of the Shipment Qty, the system displays the document Detail in the “Planning Info” multiline.