Customize Items in Budget (tpptc1255m000)

Use this session to customize a range of material budget lines. This is only relevant for standard items of type Manufactured that have a to-order policy or for generic items that are configured in Product Configuration or in the Configurator templates. The project status and the budget status must be Free or Active. The budget line is updated with the customized item. If the budget line quantity is zero, it is updated to one. You can create one or more new PCS projects, or use an existing one.

Note: If you copied a project or a budget, you must run this session to customize the items on the budget lines of the new project. The copied items are no longer customized, as the link with a PCS project is project-specific.

Field Information

Project

The From and To fields define a range of: projects for which the items must be customized

Plan

The From and To fields define a range of: project plans displayed if the project has an activity budget.

Note: If a leading plan is defined, this field is automatically filled. If no leading plan is defined, the field remains empty and you can enter a plan manually.
Activity

The From and To fields define a range of: activity.

Element

The From and To fields define a range of: element.

From Item

The From and To fields define a range of: item.

To Item

The From and To fields define a range of: item.

Without Project (PCS)

If this check box is selected, LN creates a new standard item, with no PCS project defined. The standard item is created from the generic item, based on the product variant defined in the budget lines.

Note: When you customize the item in the budget lines, Infor LN allows you to select if a new PCS project is to be generated or an existing PCS project is to be used.
Project (PCS)

Enter an existing PCS project for customization.

Planning Method

The planning method applied to the PCS project.

Default value

The default value is Backward.

Allowed values

Forward

For a production order, the planning of the production order is based on a fixed start date. A delivery date is calculated from the order run time.

For a project, the network planning for the project is executed on the basis of a fixed start date. When you start the planning in the Generate Network Planning (tppss2240m000) session, LN determines the project's delivery date with a Forward planning method.

Backward

For a production order, the planning of the production order is based on a fixed delivery date. A start date is calculated from the order run time.

For a project, the network planning for the project is executed on the basis of a fixed delivery date. When you start the planning in the Generate Network Planning (tppss2240m000), LN determines the project's start date with a Backward planning method.

Initial Status Project (PCS)

The initial status of the PCS project.

Allowed values

  • Free

    LN allows you to carry out project engineering and to perform the following activities:
    • Define the project master schedule (PMS) by using the Project Control (PCS) module.
    • Maintain the project structure.
    • Maintain the customized product structure by using customized bills of material and routing sheets.
    • Carry out project estimating.

  • Simulated

    LN allows you to simulate the rough capacity requirements planning and the detailed material and resource requirements planning (RRP) based on the network planning. The capacity requirements for a simulated project are visualized separately. LN generates planned RRP purchase orders, planned production orders, and PRP warehouse orders for customized items. However, those orders cannot be released. Moreover, the RRP does not allocate standard items to the project.

  • Active

    Indicates the project's execution stage. You can release planned orders, so that the required purchase and production activities can be actually started and completed.
Initial Project (PCS) Completion Date

The date that must be considered to set the start and finish date of the PCS project.

Allowed values

Current Date

The current date is set for completion of the PCS project.

Element/Activity Start Date

The project completion date is based on the start date of the project element/activity.

Element/Activity Finish Date

The project completion date is based on the finish date of the project element/activity.

Note: 

When the Planning Method for the PCS project is set to Backward the finish date of the PCS project is impacted and if the Planning Method is set to Forward the start date of the PCS project is impacted. However, the user can manually change the date.

The value in this field is based on the value you set in the Planning Method field. If the Planning Method field is set to:

  • Backward: The value in this field is based on the Element/Activity Finish Date.
  • Forward: The value in this field is based on the Element/Activity Start Date
Standard Cost Calculation

If this check box is selected, the standard cost is calculated for the customized item, but the standard cost of the item on the budget line remains the same. You can also calculate the standard cost with the Calculate Standard Costs by Project (tipcs3250m000) session.

Update Unit Cost of Budget Line

If this check box is selected, the unit cost is calculated and updated in the Calculate Standard Costs by Project (tipcs3250m000) session and entered in the relevant field of the items in the budget. If you leave this check box unselected, your original budget unit cost is retained.

Process Report

If this check box is selected, LN prints a process report.

Error Report

If this check box is selected, LN prints an error report.