Action Messages

An action message suggests performing a certain planning action. It is automatically created by the system either at change of date or when a change has occurred in the material plan for an item.

The action messages should be regarded as a signal to the planner. The whole philosophy is based on the exception technique, giving signals only for transactions that need action. Therefore, the setup of parameters and lead time relating to planning are of great importance. All action messages are related to time fences, which involves usage of the item lead time.

These functions within M3 can create or update action messages for items:

Before you start

The concept can be used when these prerequisites are met:

Note: An item is purchased from a supplier that has three days’ lead time. This means that the supplier must be notified at least three days ahead of required delivery. If M3 has a planned purchase order with planning date within these three days, the system will automatically give the item and the transaction the action message A2. This indicates that the order should be released.

General description

The messages are predefined in M3, but the usage and/or the rules may in certain cases be controlled by a setup. An action message may be created for every transaction in the material plan. One transaction may only have one action message, while there may be up to 10 action messages per item, summing up all action messages relating to the item. To activate action messages, it is important to set up the planning policy in 'Planning Policy. Open' (MMS037), where you can deactivate some messages and time filters.

Description of action message groups

Action messages can be categorized into these groups:

A messages can be regarded as natural messages for a planner. They indicate that an order should be released or firmed up.

B messages indicate that some sort of manual replanning or deletion has to be done for planned or released orders. These messages signal that some kind of problem has occurred within the material plan and that action is needed.

C messages are a planner’s indication that an order is or might be delayed. For these messages, replanning will not solve the situation. The action has to include investigations on effects further in the supply chain.

Description of action messages

These action messages are used:

A1 - Release and reschedule in

This message indicates that a planned order must be released and rescheduled.

These criteria must be fulfilled for an A1-message:

A2 - Release order

This message indicates that a planned order must be released since the release date is before or equal to today's date. These criteria must be fulfilled for an A2-message:

A3 - Transform to firm planned order

This message indicates that a planned order must be firmed since the planning date is inside the planning time fence.

These criteria must be fulfilled for an A3-message:

A4 - Release distribution order return

This message indicates that the maximum stock is exceeded in a warehouse, which are supplied from another warehouse. The message is given on the proposed return order for the supplying warehouse. The system also automatically creates the proposed return distribution order. These criteria must be fulfilled for an A4-message:

A5 - Increase the period production quantity (inside lead time)

This message indicates that the maximum production rate in 'Production Rate. Open' (RPS030) is not enough compared to the requirements (inside the lead time). The calculation is done per planning bucket.

These criteria must be fulfilled for a A5-message:

B1 - Reschedule in released order

This message gives an indication that a released order should be replanned to an earlier date due to requirements that are not covered. For an MRP-planned item this could happen if a demand, within the planning time fence (PTF), is replanned to an earlier date.

These criteria must be fulfilled for a B1-message:

B2 - Reschedule in planned order

This message gives an indication that a firm planned order should be re-planned to an earlier date due to requirements that are not covered. For an MRP-planned item this could happen if a demand, within the planning time fence (PTF), is replanned to an earlier date.

Note that these exceptions exists for the B2-message:

These criteria must be fulfilled for a B2-message:

B3 - Reschedule out released order

This message gives an indication that an order should be re-planned to a later date due non-needed replenishment. This could happen if a demand, within the PTF, is replanned to a later date. If no other requirements exist, the order will instead get a B7-message.

These criteria must be fulfilled for a B3-message:

B4 - Reschedule out planned order

These criteria must be fulfilled for a B4-message:

B5 - Increase the periods production quantity

This message gives an indication that the maximum production rate in 'Production Rate. Open' (RPS030) is not enough compared with the requirements. The calculation is done per planning bucket.

These criteria must be fulfilled for a B5-message:

B6 - Maximum balance exceeds planning time fence

This message gives an indication that the maximum stock according to the item/warehouse information is exceeded. Generally it is generated when the projected on hand balance on transaction date exceeds the allowed maximum stock.

These criteria must be fulfilled for a B6-message:

B7 - Delete order

This message gives an indication that a replenishment order is not needed anymore. Generally it is generated when the projected on-hand (PoH) balance is positive without the replenishment order and no other requirements in a later time will result in a negative PoH. If other requirements exist later in time (which will result in a negative PoH) the order will instead get a B3-message.

These criteria must be fulfilled for a B7-message:

B8 - Increase the planned quantity (only for order policy 15)

This action message gives an indication that order quantity should be increased, since the demand in the "point of time" bucket exceeds the order quantity. A new planned order with status 10, containing the remaining quantity, will be created.

These criteria must be fulfilled for a B8-message:

C1 - Released order is delayed

This message gives an indication that a released order is delayed. Generally it is generated when today's date has passed planning date for the transaction. It is automatically generated and can be activated for different order categories.

These criteria must be fulfilled for a C1-message:

C2 - Released order will be delayed

This message gives an indication that a released order may be delayed. When calculating if the C2 should be applied the system considers operations and remaining time to estimate a possible delay. Generally it is generated when a manufacturing order has not started or started operation that cannot be finished in time.

To create C2-messages for transactions you must run 'Action Message. Create C2' (PMS965) from the menu.

These criteria must be fulfilled for a C2-message:

C3 - Firm planned order-initiated order with finish day within lead time

This message gives an indication that a requirement might be delayed due to that a connected firmed planned order, with a planned finish day within the lead time, has not yet been released.

These criteria must be fulfilled for a C3-message:

Identifying action messages

To identify items with activated action messages, the planner could use 'Action Message. Change' (RPS001). From RPS001, you may refine the analysis by viewing the transactions that cause the AM for the item in 'Action Message. Open per Item' (RPS002). The only way to remove an AM is to perform necessary action to correct the reason for the AM. In some cases, this may not be possible (especially for the C-messages) so the planner may deactivate certain AM for a specific transaction. This is done in the function 'Action Message. Open per Items' (RPS002) and the AM will then be deactivated for a time period (which can be set in the user-defined rules on panel RPS002/P). Existing deactivations can be viewed in 'Action Message. Open Exceptions' (RPS005).

In various places in the system, activated AM for transactions will be displayed.

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