Master Planning

A plan for a manufacturing unit and a date range: lines of items, quantities and required dates, typed or copied from sales orders. Manufacturing orders are raised from it.

Where

Manufacturing › Manufacture

Who uses it

The production planner

When

Each planning period, or as sales orders arrive

Needs first

Items released with Type BOM or FOR and a Manufacturing Unit

What it is for

The plan lines say what to make. The toolbar copies from sales orders: it offers ready sales order lines not yet planned (only approved ones, and without the date range, when the setting hides the dates), and a copied line keeps the order quantity as Actual Order Qty. The plan quantity may be raised but not lowered below it.

Next Action Create Manufacturing Order raises one manufacturing order per plan line that has none yet, of type Standard, status Planned, for the plan date, the item's manufacturing unit, pool and category, with the bill of material lines of the sales order line it came from. A line with no sales order BOM lines, or an item with no manufacturing unit, is refused: make that order on the Manufacturing Order screen instead, picking this plan.

After the plan is saved again, its Planned orders raised by Next Action follow it: a changed quantity re-quantifies the order and its BOM lines, a changed required date moves its delivery date, and a removed line deletes its Planned order. Once an order has left Planned it is never changed, and the plan line's quantity can then no longer change. A plan with manufacturing orders cannot be deleted. Material requirement planning also starts from a plan.

Every field in plain words

Header

Field	What it means	What to put
Plan	The plan number.	Cannot be changed once saved. Required
Plan Date	The plan date; raised orders take it as their date.	A date. Required
Site	The site.	Filled from the unit
Manufacturing Unit	The manufacturing unit.	Pick one
Notes	Free notes on the record.	Any text
Date From	Start of the plan.	A date. Required
Date To	End.	Not before Date From; line dates must fall inside. Required

Plan

One line per item to make.

Field	What it means	What to put
Item No	The item.	An item of Type BOM or FOR; each once. Required
Item Variant	Its variant.	Required for a variant item
Name	Its name.	Filled in
Unit	The unit.	Pick one
Plan Quantity	How much to make.	Above zero; not below Actual Order Qty
Required Date	When it is needed.	Inside the plan dates
Sales Order	The sales order it came from.	Filled by the copy
Sales Order Lot Number	The sales order lot.	Filled by the copy

How to configure it

On Manufacture and Controlling Setting: Hide Date From & Date To changes what the copy offers. Required Multiple makes a plan need several lines: no line may stand alone, and with Required Quatity above 1 the plan needs at least that many lines (Base On ITM) or that many different item groups (Base On ITG); otherwise Save says "Product Matrix Authorization failed".

Scenarios

• A furniture maker builds each order to the customer's spec. Copy the sales order lines into a plan, then Next Action Create Manufacturing Order.
• A food plant plans the week's output by hand. Type the lines with required dates, then run material requirement planning on the plan.

What it is connected to

• Manufacturing Order - raised from the plan
• Material Requirement Planning - explodes the plan
• Sales Order - sales orders copied in; see Order to cash
• Plan to produce - the whole chain

If something looks wrong

• "Production Plan - Date From cannot be greater than Date To" Fix the dates.
• "Production Plan - Line ID: ... - Required Date always in between Header Dates" Move the line date inside the plan dates.
• "Production Plan - Line ID: ... - Item is duplicating with another line ID ..." One line per item.
• "Plan Lines - Line ID: ... - Plan Quantity cannot be zero or less then zero" Enter a quantity.
• "Plan Lines - Line ID: ... - Plan Quantity cannot be less than the Sales Order quantity ..." Keep at least the ordered quantity.
• "Plan Lines - Line ID: ... - Item is variant, please define" Pick the variant.
• "Production Plan Lines cannot be empty" Add a line.
• "Product Matrix Authorization failed" The setting requires several lines or item groups. Add them.
• "Plan Lines - Line ID: ... - Item ... has no Bill of Material lines on a Sales Order, ..." Make that order on the Manufacturing Order screen.
• "Plan Lines - Line ID: ... - Item ... has no Production Unit, define it on the item first" Set the Manufacturing Unit on the item.
• "... the Manufacturing Order ... has already been released, its quantity cannot be changed." Released orders do not follow the plan.
• "Master Planning: ... cannot be deleted. Manufacturing Orders are created against it: ..." Cancel or delete those orders first.