Parts requirement (Gozintograph)

Parts requirement (Gozintograph)

Description Post Calculation Disposition types Functionality Cancellation of part requests Cancellation quantity calculation Subsequent conversion of the disposition type Overhangs and splitting Automatic scheduling Rescheduling Changing the processing time Own supplies Related topics Technical documentation

Description

Starting from parts scheduling, the production-specific parts lists selected there - sorted according to production stages - are summarised in so-called gozintographs. The parts request module(business pattern) described here is used to maintain such - automatically created - gozintographs.

The task of this module is to be able to carry out a purely logistical material planning in a first step. This is done in six steps:

1. Determination of the disposition type of the parts
2. Determination of the standard replenishment lead time according to the disposition type
3. Scheduling of the necessary provision of parts
4. Checking the availability of materials
5. Triggering of production orders, purchase requisitions and stock reservations
6. Release of the parts requirement

1. Link with ex ante needs
2. Quantity change
3. Delete direct successor documents

Steps 1, 2 and 3 can be called up and carried out directly and automatically as one process from parts planning. The "standard information" on the procurement type and time from the master information of the parts master is used as the basis. Steps 3 and 4 (planning) may have to be carried out iteratively several times after manually changing the disposition type and/or procurement time of individual parts so that the planned dates can be met. This planning can also be carried out graphically supported by means of a Gantt chart.

Post Calculation

In order to determine which costs have actually been incurred on a cost object (e.g. sales order), all costs ? its follow-on documents must be added up. These are, for example, goods withdrawal slips, BDE deregistrations, incoming invoices etc. Some parts that are required but not planned have no follow-on documents, but must of course still be debited to the sales order. This is done for these parts using the standard quantity specified in the parts list.
Only when the parts requisition is released (traffic light on green), all costs of the non-planned parts are allocated to the cost units via the final costing.
All further costs arise automatically with the posting of the follow-up document.

Disposition types

The following disposition types are available for disposition from the parts request:

Disposition type	Description	Dispo account	Stock withdrawal	Availability	Charged	Post Calculation	Identification symbol
No disposition	Parts are needed but do not need to be planned, for example because they are still found somewhere or because the standard MRP type in the parts warehouse account is set to "manual warehouse".	0	0	0	0	Parts list	0
Material withdrawal	Parts are taken from the warehouse via the staging list. Planned material withdrawals appear in the MRP account of the relevant part	1	1	1	Mission	Material withdrawal	1
Order request	Parts are ordered as required and made available via a goods receiving department	1	0	1	Mission	Incoming invoice	2
Construction contract	Parts are manufactured.	1	0	1	Mission	Construction contract	3
Preliminary material withdrawal	A part has already been reserved via an advance requirement before the parts request is created, which is now used for this parts request item	1	1	1	Mission	Material withdrawal	4
Preliminary purchase requisition	A part has already been ordered via an advance requirement before the parts request is created, which is now used for this parts request item	1	0	1	Mission	Incoming invoice	5
Advance production order	A part has already been produced via a preliminary requirement before the parts request is created, which is now used for this parts request item	1	0	1	Mission	Construction contract	6
Special material withdrawal	Parts are provided via the staging list, but no material withdrawal is created for this purpose. The part requisition item that has not yet been staged does not appear in the MRP account for the part	0	0	1	Mission	Parts list	7
remaining quantity	When creating a parts request for a remaining quantity part, it is checked whether the stock level is still positive, regardless of the amount. If stock is available, the parts request is posted via "remaining quantity", i.e. material withdrawal. It should be noted here that if the remaining stock is no longer sufficient for this parts request, the user must manually create an auxiliary disposition or a warehouse order to balance the stock. There are two ways to locate such items: 1. the route via the parts requirement itself: Menu "Edit → Check → Material availability": Remaining quantity parts without sufficient stock are also listed. For these parts an additional disposition for the remaining quantity can be created on the part request. 2. the way via the requirements and stock list. A B&B list must be created for remaining quantity parts. The requirements from parts requests now appear here. A proposal is made to cover the missing stock. The other case is that no stock (quantity 0) is left in stock. In this case, the part request item is automatically treated as if the part was already available for MRP, so a requirement request or production order is generated depending on the logistics indicator of the part.	1	1	1	Mission	Material withdrawal	8
Disposition type	Description	Dispo account	Stock withdrawal	Availability	Charged	Post Calculation	Identification symbol
JIT part	Is regularly delivered by the supplier without having to be ordered	0	0	0	Mission	Parts list	9
Kanban part	The part request item appears in the MRP account and is posted to the warehouse reservation status. A material withdrawal is not necessary. However, the required material appears on the production documents and the parts list. Level 0 and BOM items are staged via the staging list. The corresponding parts list items are selected here and the menu item "Create goods withdrawal document" is selected. This marks the items as staged, even if no document is generated (fictitious booking). The replenishment of the storage bin is done automatically by the employees bypassing the system.	1	0	1	Cost centre	Parts list	10
Hand bearing part	The part request item does not appear in the MRP account and is not posted to the warehouse reservation status. Staging and material withdrawal is not necessary. However, this material withdrawal appears on the production documents and the bill of material.	0	0	0	Cost centre (transfer to non-disp. warehouse)	Parts list	11
Material overhang	For the parts request, which was originally set to "purchase requisition" or "production order", a sufficient amount of stock is available. The disposition type was changed automatically or manually to material surplus. This item therefore does not need to be planned but can be taken from the warehouse. With the setting "Consider scheduled stock orders" the expected quantity can also be taken into account.	1	1	1	Mission	Material withdrawal	12
Disposition type	Description	Dispo account	Stock withdrawal	Availability	Charged	Post Calculation	Identification symbol
Internal provision: Production order	Material is provided to the customer. Typically, such parts are subsequently found in the parts request below an order part. A production order is created for this item. All parts required for this production order become visible in the parts request and must be planned.	1	0	1	Mission	Construction contract	13
Self-provision: Purchase requisition	Material is provided to the customer. Typically, such parts are subsequently found below an order part in the parts request. Material is ordered and then sent to the customer.	1	0	1	Mission	Incoming invoice	14
Own provision: Material withdrawal	Material is provided to the customer. Typically, such parts are subsequently found below an order part in the parts request. The material is taken from the staging list in the same way as for a normal material withdrawal and then sent to the customer.	1	1	1	Mission	Material withdrawal	15
Customer provision	The customer will deliver the material. The parts requisition item behaves like a purchase order. It expects a goods receipt and is planned after it has been made available	1	0	1	click="javascript:toggle_dynamic_var("	");" title="Click to edit dynamic variable:	">No value assigned	16
Kanban semi-finished products	Kanban semi-finished parts are parts that are manufactured from larger raw material. For example a holder plate which is punched from a large raw material sheet metal plate. This sheet metal plate is not stocked because the remaining area dimensions in the stock cannot be calculated accurately due to the punching out of certain shapes. The remaining quantity of sheet metal plates is estimated for each requirement and either reordered via the order proposal list or simply rejected. All parts requisition items run in Kanban semi-finished products end up in an order proposal list with the status "order proposal" until either an independent warehouse order is triggered directly from it, or the items are rejected via a button. The order proposal list shows all requirements of the semi-finished product across all orders. Only from the overall context across all orders is it possible to reliably estimate whether a raw material is better ordered or still sufficiently available. Therefore, the list is created without restrictive search fields. It must always be kept clean. Regardless of whether rejected or ordered, the parts request item is subsequently posted to the status "Provisioned: Stock" is posted. By means of a date (decline.date = rejected or approved.date = used as template for warehouse order), statistics can subsequently be built up for evaluation purposes. The goods, if they are ordered from the list and provided via a goods receipt, are put away like a Kanban part, namely without a putaway document. When the goods receipt is made available, it is placed in storage. The stock level is determined only once a year by an inventory and remains unchanged throughout the year. The Kanban semi-finished parts do not appear in the Kanban list of production, their replenishment time is determined as for JIT parts and scheduled in the Gozinto. The decision whether a raw material is ordered in the order proposal list or not does not change the lead time of the Kanban semi-finished product.	0	0	0	Mission	Parts list	17
Disposition type	Description	Dispo account	Stock withdrawal	Availability	Charged	Post Calculation	Identification symbol

 

Explanation of the general term "Kanban

Kanban is Japanese and means something like "card". It is a practical system of warehouse management in which a card is placed in each box in which parts are managed in the warehouse, under all parts at the bottom of the box. When the box is empty, the card becomes visible. Now the employee who has taken the last part out of the box must take the card and give it to the buyer indicated on the card. Depending on the replacement time of the part, there must then be 2 or more boxes of this part.
Every time a box is empty, a new one is ordered. In the time in which the box is ordered but has not yet arrived or is being produced, the remaining boxes are used.

1. determination of the disposition type of the parts

Based on the standard logistic identification of a part (in-house production, purchased or externally produced part) and its provision identification (disposable part, stock part, etc.), the type of disposition is automatically determined for each part in the Gozintograph. Thus, for example, non-stock-managed in-house production parts are set to the disposition type "production order", non-stock-managed purchased parts to the disposition type "requirement request" and stock parts to the disposition type "material withdrawal".

Material staging indicators such as manual storage part are parts that actually have the MRP type "material withdrawal". However, since such parts are not taken from the warehouse on an order-related basis using material withdrawal slips, and are therefore not "processed", such parts are set to the MRP type "No MRP".

Another irregularity is the "special material withdrawal". If a part requisition item is set to special material withdrawal, this requirement does not appear in the MRP account, but the item still has the status warehouse reservation - and can therefore be found via the staging list. These items must also be staged here, but no goods withdrawal documents are created. These parts also appear in the production documents as being to be taken from the warehouse.

The determination of the disposition type can either be influenced automatically by separate control systems or changed manually. If, for example, a purchased part that is not normally kept in stock should have a stock (e.g. due to a return delivery from a previous order), the system automatically changes the disposition type from "requirement request" to"material surplus ". The same applies to a production part in stock that may have been "left over" from a previous order. The parts can then be taken directly from the warehouse. Parts requisitions marked with this MRP type appear in the staging list under "Stock reservation".

The disposition type defined in a gozintograph - automatically or manually - can therefore be quite different from the "standard" procurement type. The "standard" procurement type determines the generally valid case and is (should) not (be) changed (modified) for specific orders.

A gozintograph is used to completely record the fully resolved parts lists of all parts. If a part is located below or within an assembly whose MRP type is "requirement request" or "material withdrawal", then this part or its quantity share - together with all parts of its bill of material - need not be considered further for MRP, as it is already contained in its superior assembly. For such parts, the MRP type is set to "not required". Conversely, if the MRP type of the superior assembly is changed to "production order" (if it is also an in-house produced part), the subordinate parts are automatically taken into account again in the MRP - the quantities (parts) become visible again.

The MRP type"No MRP" thus refers to parts that are definitely needed or must be used, but should not be planned. The MRP type"not required", on the other hand, refers to parts that do appear in the combined bill of material but whose superior part is not to be produced (the superior part does not have the MRP type "production order").

The determined or manually defined disposition type is displayed in the column "Disposition". In the next column - if necessary - notes are displayed whether the disposition type could cause problems in the following processing stages. If the check fails, a red warning point is displayed:

Disposition type	Exam
Construction contract	Valid work plan, master work plan

2. determination of the standard procurement time according to the disposition type

The standard procurement time or also replenishment lead time is taken from the production role for the MRP type "production order" and from the order article role of the part for the MRP type "requirement request". For production parts this is the pure procurement time of the corresponding level (total lead time of the routing only for this production part, not for its assemblies). It is therefore not the total "delivery time" of the part. For parts kept in stock (material withdrawals) a duration of 1 day is entered as standard.
In addition to the standard procurement time, it is also possible to have the procurement time determined dynamically. This dynamic determination only affects parts that have received the disposition type "production order". Here it is now checked whether a routing has already been exploded on the possibly already attached production order. If so, the total time of the exploded routing is saved as the lead time for the parts request item.
If a routing does not yet exist for the production order, or if no production order has yet been created at all, the total time of the master routing is saved as the lead time for the parts request item.

3. scheduling of the necessary provision of parts

Due to the sequence of the production stages and the procurement times of the individual parts, there is a scheduling network of the parts among themselves (order network), which is best represented in the form of a Gantt diagram.

In forward scheduling, this collective order starts on a predefined date (the default value is the day of planning itself). In backward scheduling, the delivery date (or the staging date, if available) is used as the starting point. It is not possible to schedule into the past, i.e. even with backward scheduling the delivery or staging date can be postponed to a later date than desired. (A corresponding warning message is automatically issued by the system, the system then automatically schedules forwards!)

An influence on the delivery or provision date can be achieved by changing (shortening or extending) the procurement time: this results in an extension or shortening of the entire order network.

The starting point of scheduling - e.g. the delivery or provision date in the case of backward scheduling - is first transferred to the collective order as the"latest finish date". If you subtract the procurement time from such a "latest end date", you get a"latest start date". The different lengths of the procurement times within a production stage result in"earliest start dates" for individual parts, which can be earlier than the latest start date. Adding the procurement time to the earliest start date then results in an"earliest finish date" again.

In automatic scheduling over a period of time (e.g. "3rd week 2014"), the last working day of the period is set as the latest end in backward scheduling. This results in the latest start. Subsequently, the earliest start is determined from the latest start by deducting the duration of the period and the earliest end is determined on the basis of this.

Excursus: The production orders are transferred to capacity planning with their respective earliest and latest completion dates .

Automatic (non-graphical) forward scheduling:

See the Automatic Terminationsection

See also operating calendar and buffer times

In the case of requirements from part requirements (departure date), the planned date is made up of the earliest and latest start, which also results in a time span.
With the evaluation type "Strict", the earliest date of this time span is always used for the evaluation, with the setting "Medium" exactly the middle and with "Soft" the end of the time span, i.e. there is the least buffer for the real requirement.
If planning (e.g. stock replenishment) is always to be carried out with a little air, the setting "Medium" is recommended, which is always set in the standard system.
However, if there is little space in the warehouse or if the warehouse budget is always to be kept as low as possible, the setting "Soft" is recommended, whereby planning is always carried out on the actual demand date.
Strictly means, therefore, that the goods are always already procured at the earliest possible date and may also lie in the warehouse for some time until they are needed, depending on how large the buffer times of the requirements were.

4. checking the availability of materials

Checking material availability on the basis of the earliest or latest date in the parts request. This can be moved forward (with -) or backward by days or weeks. This shift is not calculated in calendar days but in working days, i.e. holidays and weekends are not included.

During the check, the subsequent part requirements are normally also taken into account, i.e. parts that are available for the order are also displayed, but are in the red due to other orders. If you select the checkbox "Ignore later requirements", these subsequent part requirements will not be considered!

On the one hand, it is possible to check the availability of stocked material on the desired date by checking the respective MRP account. The entries with the unavailable material are displayed selected in the list.

On the other hand, material overhangs can be checked: If a part is by default a purchase or production part, but remaining stock (material surplus) from previous orders is still available, these entries of the list are also displayed selected for further checking. As a reaction, the MRP type can be changed, for example, from requirement request to material withdrawal, whereby this part is no longer procured via purchasing, but is instead withdrawn from existing (surplus) stock.

These checks can also be graphically supported by means of a Gantt chart.

5. triggering of production orders, purchase requisitions and stock reservations

Once the disposition types and dates for all parts have been defined within the gozintograph, the further documents such as production orders, purchase requisitions and stock reservations can be created automatically.

6. release of the parts requirement

The release of the parts request blocks it from subsequent modification.

A. Link with ex ante requirements

If a sales order item is planned and preliminary requirements have been created for it, the following query appears, for example

If you press "YES", it means that a remaining quantity still reserved over advance requirements will be withdrawn from this specific sales order, put into stock and thus released for general free disposal.

If you press "NO" it means that you still want a remaining reserved quantity to remain available for this sales order and its further future dispositions.

In case of doubt, you should therefore answer "NO" here, i.e. leave the reserved quantities with this sales order.

B. Change in quantity

Double-clicking on the part request item opens the individual disposition. Among other things, the quantity of the part requirement item can be changed there. For this purpose the editing field must be activated with the button next to the quantity specification. The quantity change is also carried out in the exploded parts list (predecessor of the parts requirement item) when saving the individual planning run. If the part requirement item has several predecessors, the system tries to distribute the quantity to all predecessors. This can result in the quantity of a BOM item being set to 0 or being greatly increased. If it is not possible to split the new quantity, a corresponding error message is issued and the quantity change is not saved.

C. Deletion of direct follow-on documents(production order, requirement request, warehouse reservation)

When deleting direct follow-on documents, the respective identifiers within the part request must be deleted, otherwise direct follow-on documents can no longer be created for the affected items.
To remove the identifier, there is the menu item Delete in the parts request under Edit. The various identifiers can be removed with the submenu items below.

Functionality

• Main window
• Individual disposition
• Dispatching structure
• List window
• Selection window
• Automatic scheduling
• Required capacity

Main window

In this window, a parts request (gozintograph) is processed that has arisen from the production parts lists summarised according to production stages within the framework of parts scheduling. The type of display and further processing of the parts request can be controlled via the options.

In the main menu the activities related to the whole part request are summarised, functionality related to single selected lines of the part request can be reached by using the buttons or the context menu (right mouse button on a line).

Double-clicking on a list entry brings up the maintenance window for a single list entry, an individual scheduling.

The column "Work plan" is used for a quick overview of whether there is anything to be considered regarding the work plans for production parts:

• Red dot: There is no master routing for the production part, so a routing cannot be exploded during further processing.
• Green check mark: A work plan has already been exploded on the created production order (perhaps it has already been changed)

If neither of the two cases applies to the parts requirement item, the column remains empty.

Menu

Menu item	Description
Edit	-
: Disposition	-
: : : Determine disposition type	Transfer of the standard procurement type from the parts master. This procedure must always be carried out first. A manual specification is possible by double-clicking on the list entry.
: : Determine procurement time	If standard values are selected, the procurement time is determined from the production or order part role - according to the previously defined MRP or procurement type. With Dynamic, the procurement time for production parts is taken from the sum of the lead times of the master routing. If a routing has already been exploded for the production order, the total sum of the individual work sequences is determined as the lead time for the production part. For order parts, the procurement time is also taken from the order part role.
: Termination	-
: : Graphic	Backward or forward scheduling is done using a graphical tool for editing the Gantt chart (a separate licence is required). In the case of rescheduling, the Gantt chart is only called up for parts request items that are not completely finished/ready. For parts request items already in further processing, the earliest start date and the latest end date are taken over as fixed points in the Gantt chart. These are (can) no longer be changed. The mode "Show current scheduling" only opens the graphical view of the current scheduling, i.e. it does not change the existing schedules!
: : Automatic	Backward or forward scheduling is determined internally and written to the gozintograph. With "fixed scheduling", the same start/end date is entered in all lines of the parts request (e.g. pure orientation on the end date). You can choose whether you only want to reschedule the previously undermined parts request items (e.g. also those items whose dates were previously deleted with the menu item "Delete" below) or also those items that have already been processed further. More on the subject of automatic scheduling in the automatic scheduling window.
: : Delete	The start and end dates are deleted.
: Check	-
: : Material availability	see
: : Material overhangs	For all parts of the disposition type unequal to material withdrawal, a possible availability in the warehouse on the desired date is checked. If stock is actually available on the desired date, these parts are displayed in a separate list. Such parts could then, for example, be manually changed to the MRP type "Remaining quantity".
: : Capacity requirements	All required workstations are checked for the capacity in the required week and displayed in a window "Required capacity".
: : Changed dates	Display of all part requests that no longer match the dates of the successor documents due to rescheduling
: : : Open preliminary requirements	Listing of all open preliminary requirements for orders processed in this Gozintograph
: Set module type	-
: : Constructive assembly	A part marked with the disposition type production order is completely removed from the part request. This part is treated as a constructive assembly, which lowers the production level of all parts flowing into this assembly by one level.(Business Pattern)
Further processing	-
: : : Part request in one edit	All necessary steps for further processing of the part request are carried out in one run: Create production order, purchase requisition, stock reservation, release.
: : Create first production order	For all parts of the disposition type production order, the production orders are created as items within a common production order. The options can be used to control whether and how the production order is to be processed further.
: : Create first purchase requisition	For all parts of the MRP type purchase requisition, the purchase requisitions are created as items within a common purchase requisition.
: : Make a reservation for storage	A warehouse reservation is made for all parts of the disposition type material withdrawal, remaining quantity, special material withdrawal.
: : Release parts request	Once all necessary steps have been carried out, the part request should be marked as released - and thus completely processed.
: : Stragglers	-
: : : Create another production order	If a first production order has already been created, but a further production order becomes necessary due to a replanning of another part, this can be created using this selection.
: : : Create another order request	If an initial purchase requisition has already been created, but a further purchase requisition is necessary due to a replanning of another part, this can be created using this selection.
: : : Create another camp reservation	If a stock reservation has already been made, but a further stock reservation becomes necessary due to a replanning of another part, this can be created subsequently using this selection.
: : Subsequent calculation of the parts requirement	Post all parts of the part requirements for preliminary costing and "non-planned" parts (e.g. JIT) also for costing.
: Delete	-
: : : Cancel release of parts request	The release of the parts request is withdrawn. This is always the first thing to be done if changes have to be made to the part request or if the entire part request has to be deleted.
: : Cancel production order	After the already created production orders have been deleted, the internal identification must also be deleted here within the part request.
: : Cancel order request	After the already created purchase requisitions have been deleted, the internal identification must also be deleted here within the part requisition.
: : Cancel storage reservation	The stock reservation of the parts awaiting material withdrawal is cancelled.
: : Take back stock reserve documents	Each item of the parts request is checked to see if there is a stock reserve document as a successor, if so, it is cleared and deleted if necessary.
: : Reset calculation of the parts request	Write off all parts of the part requirements from the preliminary costing and "not scheduled" parts (e.g. JIT) also from the costing.
: : Delete entire part request	The part request is completely deleted, the part disposition can be carried out again - possibly in another combination of the primary orders.
: End position	-
: : Cancel remaining quantity	The quantity of the selected part request items not yet made available is cancelled
Close	The window with the part request is closed. If the part request has not yet been released, a warning message appears.
Navigate	-
: Generated production order(s)	The production orders generated from the parts request are displayed.
: Generated purchase requisition(s)	The purchase requisitions generated from the part request are displayed.
: Triggering part dispositions	The primary triggers of the parts lists summarised in the parts request are listed.
: Completion change management	All open reverse transactions (stop sign next to the quantity) due to changes are then displayed in the transaction window "Final Change Management". From here, the quantities that are no longer required can be unwound (return documents, putaway of goods...)
Options	A special window for selecting list display and/or filtering options opens. If this option window is closed, the list is rebuilt according to the selected options.
Search	The list window is displayed.

Context menu

Menu item	Description
Navigate	-
: Parts demand trigger	For the selected lines of the part request, the primary triggers (sales order, stock order or advance requirement items) are displayed.
: Parent(s)	For a single, selected part of the part request, all the parts in which this part is used are additionally marked in the list.
Allocated part(s)	-
: : List view	For a single, selected part of the part request you can either a) In the list view, additionally mark the parts that are required for the selected part (allocated from the selected part) or
: : Tree view	b) display the entire MRP structure in the tree view. These views are only activated after the disposition has been run, because only then it is determined which parts are needed and which are not.
Capacity requirements of the selected items	Determines the capacity requirements per calendar week and work centre for the selected items
Change check Main disposition	What would change if an order item had to be produced by the customer? A result window opens, in which the changes that would result are displayed
Change main disposition	-
: No disposition	For the selected lines of the part request, the disposition type can be manually specified. A part should always be manually set to "No MRP" if it is not to be processed for M RP, i.e. it should neither be kept in the MRP account nor taken into account in the scheduling of the remaining parts: It is still needed nevertheless. Such a part is therefore still included in the costs of the final costing. If a part is no longer required at all, its quantity should be set to zero (individual disposition).
Material removal	The part is reserved in the warehouse and is removed from there by means of a material withdrawal slip.
: Order request	A purchase requisition is generated by the system for the part and forwarded to the purchasing department.
: Production order	The system generates a production order for the part.
: Preliminary material removal	The part is confirmed as being in stock, but the material withdrawal has already been carried out - with a material withdrawal slip, related to this order (post-calculation!)
: Preliminary purchase requisition	The part is confirmed as a disposable purchase part, but has already been ordered. This type of MRP is automatically assigned by the system if an advance requirement was created for this part and order. If this disposition type is assigned manually, care should be taken in the sense of the post-calculation that the purchase costs are booked to this order.
: Advance production order	The part is confirmed as a disposable production part, but has already been manufactured. This type of MRP is automatically assigned by the system if an advance requirement was created for this part and order. If this MRP type is assigned manually, care should be taken to ensure that the production costs are posted to this order for the purposes of final costing.
: Remaining quantity	such as "material withdrawal", different identifier as message to warehouse personnel.
: Hand bearing part	The part is confirmed as being in stock, but is not to be processed by the planning department (corresponds to the planning type "No planning").
Special material withdrawal	such as "material withdrawal", different identifier as message to warehouse personnel.
: JIT part	In ClassiX® standard processing as "purchase requisition", customer-specific adaptations as agreed.
: Kanban part	In ClassiX® standard processing such as "material removal", customer-specific adaptations as agreed.
Generate secondary disposition	In addition to the main disposition of a part, a partial quantity can also be disposed of in another way. For example, if production is very busy and therefore cannot produce 100 pieces of a product on time, a partial quantity can be ordered from a supplier. After posting the secondary planning, all quantities no longer required for production are also cancelled and a request is made for a return to stock via the list "Evaluation - Logistics - Completion Change Management".
: Order request	A requirement request is created for the selected part and linked to the part request item. The quantity that is planned via a purchase requisition is cancelled from all subordinate parts lists and production orders.
: Production order	Not possible. Production order must always be the main scheduling. Solution to the problem : Set the logistics indicator in the part to "production part". Subsequently, "Production order" is used as the main disposition when generating the part request. For existing stock quantities, you can then create a "Stock reserve" secondary disposition. This is created automatically if you have selected "Use surplus quantities automatically" in the options.
: Stock reserve	A warehouse reserve document is created that exclusively binds a surplus quantity from the warehouse to the parts requirement item. This quantity is then no longer available for other orders
: Self-provision	A self-supply for the marked part is created. However, it does not cover the requirements of the item, which must be received in full quantity and planned via the main MRP.
: Customer provision	A customer provision document is created: The customer has this part himself and wants his own part to be built into the component.
Perform (partial) cancellation	Cancellation of the entire part request or partial quantities with a cancellation document
(Partial) supply correction	Concluding a still open part request with a correction document (no cancellation) !

 

Toolbar

Symbol	Description
	Edit part
	Display production part
	Display stock movements
	Show stock level
	Display disposition movements
	Show logistics account
	Show parts usage
	Display document history
	Display parts list
	Edit work plan
	Print list
	Copy to clipboard
	List all preliminary requirements for part requests
	Graphical view of the current scheduling, the part request must therefore be scheduled beforehand!
Number	Select part request directly
	Release parts request or reset release

 

Option window

Each time the part request window is opened, the options described here are reset to the default settings.

Menu

Menu item	Description
Edit	-
: Set default settings	all changed settings are reset to default

 

Fields

Field	Description
Display
: Display	-
: : : Do not show parts without disposition	Only those parts of the parts requirement are shown that are scheduled according to the agreed scheduling rules.
: : Show parts without disposition	Also those parts of the part requirement are shown which are used according to the parts list but are not available (e.g. manual bearing parts).
: : Show all parts ("without disposition" AND "not used")	All parts of the parts request are shown, i.e. all parts of the parts lists summarised in the Gozintograph, regardless of their disposition.
Disposition
: Overhang quantities	-
: : Consume overhangs automatically	Surplus quantities are consumed.
: : Consider scheduled stock orders	Normally a part in the logistics account has MRP or stock management set as the provision. This option allows the linking of both staging types for production parts. An MRP part is produced when there is a demand (e.g. sales order). This setting allows quantities to be produced in advance as a stock order, if a sales order is now scheduled in the parts requisition and the finish date of the stock order is before that of the sales order, a stock return document is automatically created and the part is not produced in addition. This setting can be used to achieve an optimised capacity utilisation for special machines or test equipment for certain products, e.g: A part has a lead time of 3 weeks. A machine is only available for this. So that no idle times occur there when customer demand is lower for a short period, stock orders are produced for the part. If customer demand now increases again, these are automatically reserved by a stock reset document.
: : Until minimum stock level	Only selectable if the check box "Automatic consumption" is activated. Overhang quantity is consumed until minimum stock level.
Scheduling
End date	-
: : Delivery date	For scheduling and scheduling, the delivery date specified on the order item is used as the end date.
: : Date of provision	For scheduling and dispatching, the end date is the provision date specified on the order item.
: : Production date	For scheduling and dispatching, the production date specified on the order item is used as the final date.
: Daily date determination	-
: : First working day in period	Since the Gantt chart makes the planning on the basis of daily data, the dates specified as periods (e.g. a delivery date specified as a calendar week) must be converted to a daily date. This option is used to select the appropriate conversion method. Starting from the start of the period (calendar week = Monday, month = 1st of the month, etc.), going forward into the future, the first working day found is used as the planned day.
: : Middle working day in period	Starting from the middle of the period (calendar week = Wednesday, month = 15th of the month, etc.) the first working day found is used as the planned day.
: : Last working day in period	Starting from the end of the period (calendar week = Sunday, month = last day of the month, etc.) the first working day found is used as the planned day backwards in the past.
Automatic adaptation of production work plans	When rescheduling via simple scheduling, the new dates are directly transferred to the exploded work plans. For this, it is not necessary to clear the work center times beforehand; this is done by the system.
Avoiding bottlenecks	For production parts, the system checks whether all work on the exploded routing items can be carried out on time at the specified workstations (capacity check - CTP). If no routing has been exploded for the part requirement item, this is simulated. The date for the entire production is postponed by one week into the future until all work sequences can be executed directly one after the other. The finish date can therefore be postponed. This is only possible in forward scheduling.
Construction contract
: Explode task list	-
: : automatic	If the production order is created for the parts to be manufactured, the work plans should be automatically exploded. If this option is selected, then it can also be determined whether the production order should then also be booked on a capacity basis.
: : manual	If the production order is created for the parts to be manufactured, the work plans should not be cancelled. This is the case, for example, if no routings have been created yet.
: Book capacity requirements	-
: : automatic	If the option "Explode routing automatically" was selected, it can be additionally specified here whether the capacitive posting of the production order should take place after the explosion.
: : manual	Although the option "Expand work plan automatically" has been selected, the direct capacitive booking of the production order is waived.
Advance requirements	-
: : : The technical release must be executed!	Enables the check of the status of the advance requirement items to be considered for production parts. At least the technical release for the advance requirement must have taken place. Otherwise an error message appears.
Presets
: Global presets	Standard options
: User Presets	The shortcut menu allows you to save user preferences.

 

Buttons

button	Description
OK	The settings are saved and the window is closed.

 

Individual disposition

In this window a single entry of the entire part request is edited.

Menu

Menu item	Description
Edit	-
: Dates	-
: : Set
: : Delete

 

Fields

Field	Description
Mission	Output of the number of the FIRST primary order (for information).
Part	Output of the part number.
Designation	Output of the part designation.
Quantity	Output of the quantity. The button behind it serves to release the quantity for editing.
Disposition	Disposition type of the part. Can be changed here for the individual part. If a part is not needed at all, the quantity must be set to zero here. The disposition type Not needed is only assigned automatically for parts not needed.
Procurement time	Procurement time of the part. Can be manually adjusted here after the automatic run of the procurement time determination.
Earliest start	Manual maintenance of scheduling
Latest end	Manual maintenance of scheduling

 

Buttons

button	Description
OK	The changed entries are saved.
Close	The window is closed.

 

Dispatching structure

Menu

Menu item	Description
Options	-
: Parts without disposition	-
: : Do not display	Parts without disposition are not displayed
: : Display	Parts without disposition are displayed

In this view, for a part selected in the list view of the part request, the entire, dispositive structure of the (sub-)parts actually required for this part is displayed. As it is only known after the disposition which parts are actually required, this disposition structure can only be called up after the disposition. Optionally, you can only choose whether you want to display the parts "without MRP".

Displayed are the part number, the description, the required quantity, the type of disposition and - in case of multiple use - also the number of parts in which the respective part is used. By double-clicking on an entry within the tree, you can go directly to the corresponding entry in the list view, where you can then also view any multiple use (in the higher-level parts). (If parts are not displayed in the list view, please check the display options)

Cancellation of part requests

By cancelling a requirement trigger document (warehouse order, sales order, advance requirement), the parts requirement must also be cancelled so that the requirement no longer appears in the MRP account.

When a part request is cancelled, all successors in the part request are also cancelled, e.g. in the case of production orders, all items belonging to them are cancelled.

The following rules apply to cancellations, which are shown here schematically:

Procurement type	..is stopped and can be found in loggicid	...is cancelled
Storage reservation	Goods removal document already created	No stock removal document created yet
Construction contract	has started AFO or already has a provided quantity. Successors are only cancelled if the cancelled quantity is greater than the staged quantity of the production order. These are cancelled proportionally to the difference.	has no started work sequences
Order request	an order has already been created	no order has been created yet

Calculation of the remaining quantity in the case of shortfalls in completed storage contracts

If a storage order item is marked as finished before the complete quantity has been put away, the remaining quantities are written into the slot cancelled.quantity, the status of the storage order item goes to "put away".
To end a warehouse order item early, a partial quantity must be created via a posted goods receipt. Here, on the one hand, there is the possibility of reporting the warehouse order as finished with a short quantity by ticking "Cancel remaining quantity", on the other hand, there is the possibility of doing the same in the warehouse order item itself via the traffic light.

If a partial quantity for a stock order item has been placed into storage and the traffic light is then changed from green to red, the stock order item is not stopped or cancelled, but marked as finished.

In both cases, the system branches to a cancellation document. Only after posting this cancellation document is the remaining quantity cancelled and the order status changed to completed or cancelled.

Also all Gozinto positions are adjusted and the remaining quantity is written into the slot cancelled.quantity.
If several BOMs have been combined when creating the gozintograph, whereby only one BOM item is to be stopped, cancelled or reported finished, then the quantity of the item to be cancelled must be determined proportionately. The following graphic is helpful for this:

Subsequent conversion of the disposition type

If, for example, a part originally planned as an order part is to be converted to a production order after the parts requisition has been released, existing production orders, material withdrawals and purchase requisitions may change.
For this reason, the conversion of a scheduled parts request item is not quite simple.
First of all, it should be checked whether existing parts request items are changed/added by the changeover.
This is done via the context menu of the list.
- The entry to be changed over is marked in the parts request and the context menu is opened with the right mouse button.

- A result window appears, which contains all newly added or existing changing parts request items. It shows the original and the newly determined quantity, as well as the statuses before and after the simulated changeover. In this way, it is possible to check in advance which further changes are to be expected:

The tested position previously selected in the list appears as the topmost position as the entry object. If a previously "sleeping" part request item (old status "Not required") is now required,"New part request item" appears in the first column on the left. If the part requisition item already existed,"Changed part requisition item" appears here.

If no existing parts requisition items with an MRP type material withdrawal, purchase requisition or production order have been changed, the item can be converted without hesitation.

So in the example above you don't see any critical changes either, the only changed parts requirement items were and are set to "No disposition".

The box"Hide unneeded" controls whether or not the "sleeping" part request positions that are not needed even after the simulated changeover are also displayed.

However, if parts request items that have already been processed are changed, further quantity changes are necessary. This may require contacting the schedulers of existing purchase requisitions in order to adjust the quantity to be ordered and to coordinate the quantities and dates with the supplier. For production orders, existing production papers must be collected and reprinted. These scenarios are not yet implemented in ClassiX®, the changeover is aborted by an error message. - More about this later...

If the disposition type is changed now, exactly the part requirements are created which were previously already visible in the preview window. At present, only a subsequent change from purchase requisition to production order is supported.
Now, the new parts request items have not yet been scheduled, which must be done manually via graphic scheduling.

Before that, the lead times of the new parts request items should be reset. This is currently done automatically when switching the disposition type.

If the final dates are correct again after the adjustment, the project is updated via the menu "Edit"-"Update project" and the dates are written back.

Overhangs and splitting

If a quantity of a standard MRP part is still available in a warehouse because, for example, the requirement of an original requirement trigger has been reduced or cancelled completely, this warehouse quantity (the so-called overhang quantity, see also " Check material overhangs" in the Gantt chart for part requirements) should be used up as quickly as possible. Overhangs can also occur when a part that was initially in stock is converted to "dispositive": any quantities still in stock at this time are then also treated as overhangs by the system.

^ClassiX® offers the functionality to consider surplus quantities already when creating the gozintograph. For this purpose, an option "Automatically consume surplus quantities" is available in all option windows for creating a gozintograph. If this option is set, an additional - initially still unposted - stock reallocation document is immediately created for each recognised surplus quantity when the MRP type is determined. This document serves as an identifier for the reservation of the surplus quantity for the order(s) processed in the gozintograph.

The stock quantity is not actually reserved for the processed order(s) until the stock reset document is posted. This booking is triggered either manually by the user or by further processing of the gozintograph (e.g. by executing "Create first purchase requisition" in the case of excess quantities of purchase requisitions). The booking fails if another user has already used these surplus quantities while processing the gozintograph.

If an excess quantity is recognised and booked for a production order, all - secondary - part requirements subordinate to this production order are automatically reduced by the corresponding quantity. If, for example, 1000 screws are needed for a production order of 100 pieces, but 20 pieces are withdrawn from stock as surplus quantity, the withdrawal quantity of the screws is automatically reduced to 800 pieces. The quantity of screws that is now no longer required (200 pieces) is marked as a cancelled quantity in the parts requisition item of the screws (during final posting, see above).

If excess quantities are taken into account for parts requisition items (production order or purchase requisition), this has no effect on the scheduling (e.g. in the Gantt chart) of the corresponding parts requisition items: it is assumed that the respective excess quantity is available "immediately", the lead time of the parts requisition item is only based on the "main MRP", i.e. the lead time of the production or order part.

This splitting (of parts dispositions) can not only take place automatically in the case of surplus quantities, but can also be triggered manually in the gozintograph via the menu selection "secondary disposition". For example, in the event of bottlenecks in production, a partial quantity can be ordered or, conversely, in the event of a supplier's delivery bottlenecks, a partial quantity can be produced by the supplier. In the latter case, however - due to secondary dispositions - the main disposition must be the production order, with the purchase requisition as secondary disposition.

Which additional disposition can I create for which main disposition?
To illustrate this, the following table:

Main disposition\Subordinate disposition	Construction contract	Order request	Material withdrawal
Construction contract	-
Order request	-	-
Material withdrawal	-		-

This table shows all types of ancillary planning. A few examples and an explanation are provided for clarification:

In the left column you can read which main disposition type is on the part request item. In the columns to the right you can read off in the respective line which secondary MRP type can be created. It becomes clear that no auxiliary MRP "production order" can be created for any main MRP, only a purchase requisition and/or a stock reserve document can be created as auxiliary MRP.

Since - as already explained above - the scheduling of a stock return document is irrelevant, only the secondary dispositions that are purchase requisitions (replenishment lead times) need to be taken into account additionally when scheduling a collective order. As can be seen from the table above, this only applies to the main disposition "production order" and "material withdrawal":

• If the main MRP is a "material withdrawal", only the secondary MRP (=order requisition) is taken into account in scheduling
• If the main MRP is a "production order", an additional date bar is displayed in the Gantt chart: One - as usual - for the original parts requisition item of the production order and an additional date bar for the auxiliary MRP "purchase requisition". Thus, the schedules can be set independently of each other.

Rescheduling

See also calendar of operations

A parts request that has already been started can be rescheduled in the same way as a parts request that has not yet been started.

Please note that before any change is made, the approval of the parts request must be cancelled (set the traffic light to red)!

To do this, select from the menu "Edit - Scheduling - Graphic - Rescheduling" or "Edit - Scheduling - Graphic - Backward / forward scheduling" and reschedule the part request.

After scheduling, all follow-on documents that may exist for the individual part request items must be checked to see if the dates still fit, because during rescheduling, the dates of the follow-on documents (production order / requirement request) are not automatically adjusted.

In order to know which parts requirement items have changed after rescheduling, a list is opened after "Update project" in the graphical scheduling, which shows all changed parts requirement items.

This window can also be opened again at any time after closing it via the menu item"Edit - Check - Changed dates".

If the dates are now to be transferred to the subsequent documents, select the respective entry from the list and open the context menu with the right mouse button. Here there is the entry "Copy appointments to follow-on documents". The latest end of the part request item is taken over as date for the follow-on documents.

Please note that the work sequences are only adjusted to the end date (the work sequences are postponed by the same number of working days as the end date of the part request has been postponed)!
If the duration of a production order has been changed via graphic scheduling, the routing is not automatically extended as well! This must be done manually afterwards! (The system cannot know which work sequence now takes longer or which work sequence has been added!)

• For production orders, the cancelled routing is booked out, changed and booked in again. If the production order item has already been printed, it gets a "repeat print" indicator and can be found again via the worklist. When the production order item is printed again, this indicator disappears again.
• In the case of requisitions that have already been ordered, the date on the order item (delivery schedule line) must first be adjusted. If this is not done before the transfer, a cancellation message appears with the information that the order must first be changed to the date xx.xx.xxxx. If the order date has been adjusted, the date can be transferred to the requirement request.

Material withdrawals whose dates have changed are ignored when the list of changed dates is reopened. Material withdrawals do not have a follow-on document and therefore do not need to be handled separately. When this list is opened automatically for the first time, directly after rescheduling from the graphical view, these material withdrawals appear additionally in the list, since at this point in time all changed part requisition dates are generally displayed here.

Changing the processing time

With this dialogue it is possible to increase the total cycle time for the gozintograph and to distribute this as a percentage to the cycle times of the parts on the individual positions of the gozintograph.

However, the lead times of individual work sequences of the production orders do not change, only the earliest start date and finish date are changed. This gives the individual cost centres/workstations more time to process the order and can thus avoid peaks.

Fields

Field	Description
Dates : Dates
: : Current	Current dates (these are only displayed and cannot be changed).
: : New	Depending on the choice of "base", either a different start or end date (as a starting point) can be entered ( a new lead time is calculated from this) or a new lead time is entered, from which in turn (depending on the choice of "base") a new start or end date is calculated.
: : : Diff. (days)	Difference in working days between the respective date in the "Current" column and the date in the "New" column.
: : Basis	The selected row is the calculation basis for the changes, i.e. either the start date is the basis - then a new end date can be entered - or the end date is the basis, then a new start date can be entered. The entry in one of the fields causes the recalculation of one of the other fields, e.g. if one changes the lead time with a fixed start date, the end date is recalculated and output.
: : Is	After the calculation, the possible result appears here.
: : Start	Start date - the earliest start date of the gonzitograph.
: : End	End date - the latest end date of the Gozintograph.
: : Processing time days	The respective turnaround time in days.
: Jobs	If a workstation is selected in the list, the work steps within this workstation are displayed in the lower list.
: : Number	Unique identification of the workstation / resource.
: : Description	Description of the workstation / resource.
: : Start	Start date as calendar week.
: : - New	New start date as calendar week.
: : End	End date as calendar week.
: : - New	New end date as calendar week.
: Work sequences
: :	Work sequence number
: : Start date - old	previous start date.
: : Lead time - old	lead time to date
: : start date - new	New start date
: : Work plan	Identification of the work plan.
: : Description	Description of the work plan.

Buttons

Button	Description
Calculate	Using the new data entered, the new start and end dates are recalculated for all entries of the parts request. In addition, the newly calculated start and end dates are displayed in the list of workplaces for the workplaces of the production parts.
Apply	The newly calculated start and end dates are transferred to the parts request.

Context menu in the workstation list

Menu item	Description
Edit Resource
Worklist
Capacity overview
Capacity utilisation
Display current scheduling	Display of the gonzitograph

Self-provision

If, for example, a "brick lining" service is ordered from a supplier, in which this supplier is to install something in a finished assembly (brick lining), the assembly must be built to schedule before the brick lining is ordered.
So from the parts list it must look like this:

Order part "brick lining" has the following parts list entries in its production role:

• Sub-assembly A
• Sub-assembly B

Sub-assembly A must be provided to the supplier in order to enable the supplier to perform the ordered service. Sub-assembly B is provided by the supplier himself.
In the parts request, there is therefore the brick lining with the procurement type "purchase requisition".
Now, however, a production order must be created below this purchase requisition so that the assembly is executed before the brickwork is ordered:

There are two ways to do this:

1. Assembly A is generally a part that must always be manufactured and supplied. In this case, simply set the procurement type in the logistics account for the part to"In-house provision: MRP". With "Internal provision: warehouse" it is assumed that this part is in stock and the resulting part requirement item is automatically set to "material withdrawal".
2. Only in this case assembly A is a self-provision: The option (option window via menu item "Options" in part request) "Show all parts (without MRP AND unused)" must be set in the part request. Then the list is sorted by part number and the assembly A is selected.
   Subsequently, all parts that are not required or not planned are also displayed. Now the part to be provided is searched for and its main MRP type is changed to the corresponding in-house provision (production order, purchase requisition or material withdrawal). An internal provision document with all required data is created immediately. Now the items that are not required in the parts requisition can be hidden again via the options. When processing the parts request further, a production order, a purchase requisition or a warehouse reservation is now created for this item and its required sub-items, depending on the standard procurement type.

For information on the further course of the self-provision, see here.

 

List window

Serves to list or search for part requirements (Gozintographs).
All transaction types that exist in the ^ClassiX® system can be dragged into the list with the mouse.
If there is a follow-up parts requisition for the item dragged into the list, or for one of its sub-items, these are displayed in the list.

Menu

Menu item	Description
Edit	-
: Successor	-
: : Generated production order	If a production order has already been created for the selected part request, it will be opened
: : Generated purchase requisition	If a requirement request has already been created for the selected part request, it will be opened
: Precursor	-
: : : Triggering part disposition	The sales order items for which the selected partial requirement was created are displayed in the parts planning list.
Tests	Obsolete functions, do not use them anymore!
: : Precursor parts
: : Full part number
: : Quantity
: : Disposition status
: Service	-
: : Structure/order numbers
: : Index	-
: : : Formation
: : : Delete
: : Repair release

 

Toolbar

Symbol	Description
	Edit part request
	Print parts request
	Copy all part requests to the clipboard

 

Search fields

Field	Description
Number	Search by number. If no number is entered, the last 100 part requests are listed
1st order	Search for part requests that are successor documents to the entered job. If no job number is entered, the last 100 part requests are listed
Not released	With the button "Display" you can display all the part requests that are not released
Date (Created)	Search part requirements by date of creation
Date (release)	Search for part requirements by date of release
Editor	Search part requests by the processor. With the two radio buttons next to the "Editor" button, you can select whether you want to search for the creation or release editor.

 

Buttons

button	Description
Edit	The current part request is displayed in the main window.
Close	The window is closed.

 

Selection window

This window is used to select part requests (Gozintographs).

Search fields

Field	Description
Number	Search by number
1st order	Search by order

 

Buttons

button	Description
OK	The selected part request is accepted.
Close	The selection is cancelled.

 

Automatic scheduling

The automatic scheduling offers the possibility to schedule the entire part requirement either from a start date forward or from an end date backward fully automatically.

This type of scheduling simulates the resulting work sequences, if they have not already been resolved, and plans them into the actual utilisation of resources to identify bottlenecks.

Furthermore, in the automatic scheduling window it can be checked whether parts are/will be available on the specified date. Bottlenecks (material or capacity) are pointed out, or they are automatically bypassed by scheduling shifts. It is also possible to clear up the remaining bottlenecks later in the manual graphical scheduling.

There are two possibilities to circumvent the bottlenecks, or workplace-specific holidays or insufficient capacity:

: Seamless scheduling in case of bottlenecks

Tick: If a bottleneck occurs for a work sequence, not only is the deadline for this work sequence postponed, but the entire planning is postponed by one week until all the necessary work can be completed in one piece. Unchecked: If a bottleneck occurs for a work sequence, only the deadline for this work sequence is postponed, so that the total lead time for the production order is extended by a certain waiting time. If this check mark is set, an earlier finish date may be possible if there are bottlenecks with some resources. This scheduling is particularly suitable for stocking orders, whereby the scheduling only fills the open "gaps" in capacity utilisation.

The set scheduling options are saved on the part request item (seamless scheduling and avoid bottlenecks).
If another work sequence is subsequently inserted into a production order, it is scheduled with the same settings as the entire parts requirement before it.

Note: The operating calendars of the individual workstations or production areas are taken into account for scheduling. For example, it is possible to schedule the welding shop fully in the first calendar week of the year, with all other production areas being free at this time.

After automatic scheduling, a message will appear to indicate whether the planned delivery date could be met, and information on capacity and material bottlenecks will also appear in the list in the scheduling window.

More about rescheduling and the general scheduling of the necessary provision of parts.

Toolbar

Symbol	Description
	Print window
	Display stock movements
	Show stock level
	Display disposition movements
	Show logistics account
	Edit workstation
	Worklist
	Graphic display of the utilisation of the selected resource / calendar week
	Capacity overview
	Capacity utilisation of the selected resource
	Copy all list entries to the clipboard

 

Fields

Field	Description
Direction
: Backwards	Scheduling starts with the date entered as the latest end date and subtracts the individual throughput times until start dates are reached for the individual production stages.
: Forward	Scheduling starts with the date entered as the start date of the lowest levels and adds the throughput times until an end date for level 0 is reached.
Start or end date	This date is used for scheduling. Either as a start date in forward scheduling or as an end date in backward scheduling.
General
: Seamless scheduling in case of bottlenecks	Tick: If a capacity bottleneck or a production-specific holiday occurs for a work sequence so that the work sequence cannot be completed in the planned calendar week, not only is the date for this work sequence postponed, but the entire planning is postponed by another week until all the necessary work can be completed in one piece. Check mark not set: If a capacity bottleneck or a holiday specific to a production site occurs for a work sequence that the work sequence cannot be processed in the planned calendar week, only the date for this work sequence is postponed so that the total throughput time for the production order is extended by a certain waiting time. By ticking this box, the final date can be moved closer if there are bottlenecks with some resources.
Material (ATP)
: Check material bottlenecks	Scheduling is checked for material bottlenecks. These bottlenecks found are then displayed in the results list of the scheduling window. The checked, uncorrected bottlenecks are marked in the list with a red stop sign.
Capacity (CTP)
: Check capacity bottlenecks	In the case of production parts, it is checked whether all work at the production points can be carried out on time at the specified workplaces (capacity check - CTP). If no routing has yet been exploded for the parts request item, this is simulated. These bottlenecks found are then displayed in the results list of the scheduling window. The checked, uncorrected bottlenecks are marked in the list with a red stop sign.
: Automatically bypass capacity bottlenecks	Any capacity bottlenecks found are bypassed by postponing them by one week until sufficient capacity is available (see also option "Seamless scheduling in case of bottlenecks" here in the table. Holidays at specific workstations / production sites are always bypassed regardless of this option.
: Automatically adjust exploded production schedules	The determined dates are transferred directly to the exploded work plan items, so there is no need for subsequent adjustment. This option is only active if there is already an exploded production routing!
List of results	Here, a red stop sign indicates the bottlenecks that have not been eliminated and a green check mark indicates those that could be bypassed.

 

Buttons

button	Description
OK	Starts the termination with all set parameters
Close	The window is closed.

 

Required capacity

This window provides an overview of all required workstation resources in the respective calendar weeks.
Even if routings or production orders have not yet been exploded, the system simulates the requirements and adds them to the actual current requirements.

Toolbar

Symbol	Description
	Print window
	Edit workstation
	Worklist
	Graphic display of the utilisation of the selected resource / calendar week
	Capacity overview
	Capacity utilisation of the selected resource
	Copy all list entries to the clipboard

 

Fields

Field	Description
List	All resources required for the partial request are displayed with the calendar week in the list. The planned, required and already booked capacity is displayed, as well as a green box if there is sufficient capacity for the planned sequence, or a red bitmap if there is not enough capacity for the planned sequence

 

Buttons

button	Description
Close	The window is closed

 

Related topics

• Index
• Change management in general
• Change management: Change the quantity of the parts request item
• Gantt chart
• Operations calendar
• Parts scheduling
• Technical release

 

---

Technical documentation

• preConstraints-postConstraints Connections of the part requirement items to each other
• Overview
• Implementation
• Quality assurance

• Parts request basic module
  • Part request editing module
  • Parts request selection module

preConstraints-postConstraints Connections of the part requirement items to each other

The connection in a part request of the positions among each other still below (to dispose before me) and above (will be produced with me after me) is done by the connection preConstraints (before me) and postConstraints (after me).

This connection makes it very easy to determine for which part requirement item a different part requirement item is needed.
No need to go through the complicated BOM predecessor item.

If a part requirement item is to be cancelled, all part requirement items to be scheduled before this item must also be adjusted in the correct quantity ratio (or cancelled if cancelled item is the only predecessor) - these can now be determined very easily.

If a part is required at several points in the parts list across several production levels, it always appears at the lowest level in the parts request, since these are planned first (it is double-wired by postConstraints!).

Example:

A blower to be manufactured in-house is to be installed in a switch cabinet.
M6 screws are required for both the control cabinet and the blower (they are present in both parts lists).
So the parts lists look like this:

Switch cabinet:

• 4 support strips
• Metal cabinet
• 50 screws M6
• Blower

blower:

• Engine
• Controller
• Fan wheel
• Housing
• 20 screws M6

A total of 70 M6 screws are therefore required. In the part request, identical parts are grouped together (e.g. so that the same production order is not created 3 times for the same part). Therefore it is now necessary to procure the screws in their entire quantity at the earliest required date, i.e. at the time the fan is manufactured. The part request item appears with the highest required level and will be scheduled as early as possible.

Technically, the parts requirement position of the M6 screw is now connected to 2 postConstraints, namely that of the blower and that of the control cabinet.

If the blower is now cancelled via the parts list, the parts requirement position of the screws is reduced in quantity and moved directly below the level of the control cabinet.

Overview

 

 

 

 

Part requirement basic module

Module name

itdemand.mod

Classes

CX_ITEM_DEMAND

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
ITEM_DEMAND_CHANGED	Part Request Object	Parts requirements have been changed
ITEM_DEMAND_CREATED	Part Request Object	Part request was generated
ITEM_DEMAND_DELETED	Part Request Object	Part request was deleted

 

Sent messages

Message	Parameters	Function	Receiver module
EDIT_ITEM_DEMAND	NULL or part request object	Open the input window for part request	Part requirement editing module

 

Part request editing module

Module name

itdemedt.mod

Classes

CX_ITEM_DEMAND

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
DELETE_ITEM_DEMAND
EDIT_ITEM_DEMAND	NULL or part request object	Open the input window for part request
ITEM_DEMAND_CHANGED	Part Request Object	Parts requirements have been changed
ITEM_DEMAND_CREATED	Part Request Object	Part request was generated
ITEM_DEMAND_DELETED	Part Request Object	Part request was deleted
LIST_ITEM_DEMAND	Collection part request objects or NULL	Open list window for part request
LOAD_ITEM_DEMAND		Import parts request
PRODUCTION_ORDER_CREATED
PRODUCTION_ORDER_DELETED
TMP_DISPOSITION_WIN

 

Sent messages

Message	Parameters	Function	Receiver module
APPEND_PURCHASE_REQUISITION
CREATE_PRODUCTION_ORDER
DELETE_ITEM_DEMAND
EDIT_BILL_OF_MATERIAL
EDIT_ITEM
EDIT_ITEM_DEMAND	NULL or part request object	Open the input window for part request	Part requirement editing module
EDIT_JOB_SCHEDULE
EDIT_PRODUCTION_ORDER
EDIT_PURCHASE_REQUISITION
EDIT_STOCK_ACCOUNT
ITEM_DEMAND_CHANGED	Part Request Object	Part requirement has been changed
ITEM_DEMAND_CREATED	Part Request Object	Part request was generated
ITEM_DEMAND_DELETED	Part Request Object	Part request was deleted
ITEM_DEMAND_RELEASED
ITEM_DEMAND_UNRELEASED
LIST_ALLOCATOR
LIST_ITEM_DEMAND		Open list window for part request	Part requirement editing module
LIST_ITEM_DISPOSITION
LIST_ITEM_STOCK_SUB_MONITORS
SELECT_DISPO_ACCOUNT_LOGGINGS
SELECT_STOCK_LOGGINGS
SHOW_PREVIEW	Widget	Print Preview	Print Preview
TMP_DISPOSITION_WIN

 

Parts request selection module

Module name

itdemsel.mod

Classes

CX_ITEM_DEMAND

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
ITEM_DEMAND_CHANGED	Part Request Object	Parts requirements have been changed
ITEM_DEMAND_CREATED	Part Request Object	Part request was generated
ITEM_DEMAND_DELETED	Part Request Object	Part request was deleted
SELECT_ITEM_DEMAND	Collection part request objects or NULL, recipient of the response	Call up selection window for part request

 

Sent messages

Message	Parameters	Function	Receiver module
EDIT_ITEM_DEMAND	NULL or part request object	Open the input window for part request	Part requirement editing module
ITEM_DEMAND_SELECTED	Part request object, recipient	Part request was selected