MRP is driven entirely by item settings
Time to Shipment MRP is driven entirely by item settings. All workflow processes, including sales order required dates, job and PO generation, job release, and job prioritization, are automatic and self-adjusting without need for manual intervention.
Use Review Notes for special situations
There can always be special planning situations that can’t fully be handled by standard item settings.
•With manufactured items, for example, a formula might be required to calculate a specific job quantity. Or perhaps the planned job must be split to accommodate machine size limitations.
•Purchased items often require active intervention prior to planned PO conversion. For example, some items may require a price quote with each purchase. Other items may require price comparison among multiple suppliers to find the best current price. Other items may require verification of manufacturer part number availability.
Use Review Notes to handle special planning situations
Any such special requirements can be documented with a Review Note that gets included with each planned job or PO during MRP generation.
Review Notes are created in the MRP - MRP Settings screen. Select the Review checkbox against any M or P item, then click the Review Note icon. A pop-up screen is displayed within which you can enter unlimited freeform text to document special planning instructions.
Review Notes must be read and confirmed during MRP generation
If an item has a Review Note, during MRP generation a planned job or PO cannot be converted until the Review Note is read and confirmed as completed. This provides a formal process for communicating special planning instructions.
