Define Planned Manufacturing Order

Outcome

These results are achieved:

• You have defined the start panel, date format, and panel sequence.
• You have predefined some of the parameters that control which planned manufacturing orders are ready for release.
• Material and tool checks take place based on the settings you have defined.
• Scheduling of co-sorted planned manufacturing orders takes place according to the settings you have defined.

By adapting the settings according to a company's routines at release of planned manufacturing orders, M3 supports the company's processes. The practical management at release is facilitated and standardized. If work is temporarily or permanently changed, you can adjust the settings accordingly.

No other system files are affected by this instruction.

Follow these steps

1. Start 'Planned MO. Open' (PMS170).

2. Press F13 to reach the P panel.

3. Select one of these options:

   • To define basic settings, go to Basic Settings.
   • To define panel settings, go to Settings - Panels.
   • To define settings for the materials check, go to Settings - Material Check.
   • To define settings for the tool check, go to Settings - Tools Check.
   • To define settings for scheduling, go to Settings - Schedule Number.

4. Define basic settings:

   1. Select the start panel in 'Planned MO. Open' (PMS170/P).

      On start panel A, fill in the object with which you want work.

      On start panel B, select the object from the list.

   2. Select the date format.

   3. In the 'Panel sequence' field, panel E is already pre-selected since it is the only alternative available.

      The E panel is a detail panel that shows date and quantity.

   4. Press Enter to save the settings.

5. Define settings on panels:

   1. Select facility.

   2. Select the 'Include order initiated' check box if you want the order-initiated planned manufacturing orders to be displayed.

      Order-initiated planned manufacturing orders are generated from a need that is broken down directly from the level above.

   3. Select the 'Include main schedule 2 and 3' check box if you want the planned manufacturing orders for items that refer to main planning codes 2 and 3 to be displayed.

      Items with main planning code 2 always include customer order-specific information.

      Items with main planning code 3 are so-called planning items and are created to facilitate prognoses on a comprehensive level.

   4. Select the 'Include end product' check box if you want planned manufacturing orders for end products to be displayed.

   5. Fill in the number of planned manufacturing orders that can be displayed simultaneously.

      When the warning has been received, the user can choose to either limit the selection or increase the maximum number of records.

   6. Press Enter to save the settings.

6. Define settings for Material Check:

   1. Select the 'Material check release' check box if you want a warning to be given if there is materials shortage for the planned manufacturing order.

   2. Select the 'Release with shortages' check box if you want the planned manufacturing order to be released despite materials shortage.

   3. Select which availability type will be used in connection with the materials check.

      • 1 = Current on-hand balance
      • 2 = Calculated balance on the reservation day
      • 3 = The balance available to promise.

   4. Select the 'Included order initiated' check box if you also want to check the material availability for order-initiated planned manufacturing orders.

      Order-initiated planned manufacturing orders are generated from a need that is broken down directly from the level above.

   5. Press Enter to save the settings.

7. Define settings for Tools Check:

   1. Select the 'Tool check release' check box if you want a warning to be given if there is a tool shortage for the planned manufacturing order.

   2. Select the 'Release with shortage' check box if you want the planned manufacturing order to be released despite a tool shortage.

   3. Select which availability type will be used in connection with the materials check.

      • 1 = Current on-hand balance
      • 2 = Calculated balance on the reservation day
      • 3 = The balance available to promise.

   4. Press Enter to save the settings.

8. Define settings for Schedule Number:

   1. Select the 'Repeat schedule number' check box if you want the same schedule number to be suggested for all records that are marked for co-sorting.

      The field applies only for co-sorted records.

   2. Select the 'Replace schedule number ' check box if you want it to be possible to change the schedule number with option 91='Add schedule number' or option 94='Delete schedule number'.

   3. Press Enter to save the settings.

Parameters to set

Program ID/Panel	Field	The field indicates …
Settings-Panels
(PMS170/P)	Included order initiated	…whether planned manufacturing orders generated with planning method 3 will be displayed. To consider: Planning method 3 means that the planned manufacturing order is order initiated; that is, it will be generated only from a need that has been broken down directly from the level above. The planning method is specified per item and warehouse.
	Include master schedule 2 - 3	…whether planned manufacturing orders for items that refer to master schedule code 2 or 3 will be displayed. To consider: Items with master schedule code 2 always have a configuration that is specific for each manufacturing order. Items with master schedule code 3 are so-called planning items and are created to facilitate prognoses on a comprehensive level.
	Include end product	…whether planned manufacturing orders for end products will be displayed.
	Maximum number records	…how many planned manufacturing orders can be displayed for each search. To consider: If the value is exceeded, a warning is given. A high value can give longer search times, a low value faster search times.
Settings-Material Check
	Material check release	…whether material availability will be checked at release of planned manufacturing orders. To consider: A warning is given if the field is marked and there is a materials shortage.
	Release with shortage	…whether planned manufacturing orders will be released despite materials shortage.
	Availability type	…which type of availability to use in connection with the component availability check. These are the valid alternatives: 1 = Current on-hand balance 2 = Calculated on-hand balance on allocation day 3= Available-to-promise according to the M3 Scheduling Workbench (SWB) flag.
	Include order initiated	…whether material availability will be checked for order-initiated components or for their materials.
Settings-Tool Check
	Tool check upon order release	…whether tool availability will be checked at release of planned manufacturing orders. To consider: If the field is marked and a tool shortage exists, a warning is given.
	Release with shortage	…whether planned manufacturing orders will be released despite a tool shortage.
	Availability type	…which type of availability will be used in connection with the tool check. These are the valid alternatives: 1 = Current on-hand balance 2 = Calculated balance on the reservation day 3 = The balance available to promise.
Settings-Schedule Number
	Repeat schedule number	…whether the same schedule number will be proposed for all the planned manufacturing orders that are marked for co-sorting. To consider: The field applies only for planned manufacturing orders that are co-sorted with regard to one or several common parameters, such as color or size. The schedule number is used to identify a group of co-sorted manufacturing orders/planned manufacturing orders at reporting.
	Replace schedule number	…whether it is possible to change the schedule number with option 91='Add schedule number' or option 94='Delete schedule number'.