Handling MRP Parts in Ultriva Session 2. About Us… Lori McNeely [email protected] Ultriva Customer...
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Transcript of Handling MRP Parts in Ultriva Session 2. About Us… Lori McNeely [email protected] Ultriva Customer...
Handling MRP Parts in Ultriva Session 2
About Us…
Lori [email protected] Customer Support Specialist
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Ed Conrey [email protected] Application Consultant
General Webinar FAQ
• If you have a question please use the question box and we will try to go over them at the end
• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/
• The next webinar will be Thursday, February 19th at Noon Central
• We are doing the demos in Ultriva Version 7.7 and higher
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Ultriva MRP Parts Session 2 Agenda
• MRP Parts in Ultriva Session 1 Review
• MRP Forecast Planned Orders
• MRP Forecast Recommendations
• We will have a few short surveys and will give you the results
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General Requirements
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• Schedule Based Replenishment (SBR) License from Ultriva
• Appropriate Integration points or data available for a file upload
• Configuration Setup
Review - MRP Firm Orders
• MRP Firm Orders are orders created in the ERP that get published in Ultriva - the order gets released to the supplier.⁻ MRP creating orders automatically⁻ Buyers placing orders in MRP
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Review - MRP Firm Orders
• Advantages– Buyers use the ERP as the workbench and the firm orders are sent to
Ultriva
– Supplier doesn’t have to use another system for MRP items. Supplier and Buyer can see all parts and orders in one system
– Standardized labels and receiving process, material handling process
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Review – MRP Forecast Gross Requirements
• The MRP Gross Requirements – this is the forecast or un-netted demand created by MRP after MRP explosion
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Review MRP Forecast Gross Requirements
• Advantages– Supplier has visibility to the forecast for planning their raw
materials
– Easier to share the forecast with the supplier than using spreadsheets, email, etc.
– Suppliers are looking at the same data – the same version
– If multi-sourced, suppliers will see their % as defined in Admin Item Supplier Allocation Percentage
– Gross Requirements can be sent for all 3 part types: Forecast, Kanban, or Virtual
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Ultriva MRP Parts Session 2 Agenda
MRP Parts in Ultriva Session 1 Review
• MRP Forecasts Planned Orders
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MRP Forecast - Planned Orders
• Ultriva is used as a workbench to place the orders. The buyer must review and place desired orders in Ultriva.
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Next 7 days (after that) = 1/29/2015 through
2/4/2015
Past + 7 = Today (1/22/2015) through
1/28/2015
Future = 2/5/2014 and after
MRP Forecast - Planned Orders Filters
• Supplier• Daily, Weekly, Monthly • Export, Print
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MRP Forecast - Planned Orders to Release
• Select the Orders to Release
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MRP Forecast - Planned Orders Advantages
– Buyers use Ultriva as a workbench to determine which orders to release to the supplier
– Easier than going through printed papers and manually entering orders in the ERP
– Suppliers and Buyers can see all orders in one system
– If using PO Release integration from Ultriva ERP, when the order gets released in Ultriva it will automatically sent to the ERP
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MRP Forecast – Planned Orders Continued
• MRP Planned Orders Criteria
– Parts have to be forecast
– Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file
– Batch Job Status for verifying – Integration Batch Job Status Forecast (Same file as the MRP Recommendations and $Gross Requirements)
– When a new MRP Forecast file is sent, the information sent in the last file expires/is no longer valid.
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MRP Forecast – Planned Orders Configuration
• Configuration Requirements
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MRP Forecast – Planned Orders Configuration Continued
• Configuration Requirements
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On=Moves card/order to On Hand then will
destroy at consumption
Off=Card/Order will destroy on receiptOff=Purchase Order
Line Qty sent will be on one card
On=Purchase Order Line Qty is split into
container size/lot size
MRP Forecast – Planned Orders Configuration
• Admin Entities Exception Code Add
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MRP Forecast - Configuration
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Ultriva MRP Parts Session 2 Agenda
MRP Parts in Ultriva Session 1 Review
MRP Forecasts Planned Orders
• MRP Recommendations
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MRP Forecast - Recommendations
• MRP Recommendations are sent to Ultriva for Expediting, Deferring, or Cancelling of the Forecast parts that have an order released to the supplier.
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MRP Forecast - Recommendations
• Advantages– Buyer reviews and determines whether to take action on the
reschedule or cancellation of these existing orders
– Easy to review and make changes
– If the plant has the integration points for PO Change or PO Cancel from Ultriva ERP, once approved, the information will automatically be sent to the ERP.
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MRP Forecast - Recommendations Continued
• MRP Forecast Recommendations Criteria
– Parts have to be forecast
– Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file
– Batch Job Status for verifying – Integration Batch Job Status Forecast (Same file as the MRP Planned Orders and $Gross Requirements)
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MRP Forecast File
• File is used for these 3 functions:– Forecast Gross Requirements (covered in Session 1)
• Forecast or un-netted demand for all parts
– Forecast Planned Orders• MRP suggested orders for buyer to place orders in Ultriva
– Forecast MRP Recommendations• Exception handling – defer, expedite or cancel orders for released
firm orders for forecast parts
• Each time a Forecast file is processed, the last batch/file gets expired and is no longer valid– Whichever functions are used, all must be sent in the same
file
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MRP Forecast - Configuration
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For Additional Information
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Ultriva Inc.1601 S. De Anza Blvd., # 165Cupertino, CA 95014(408) 248-9803www.ultriva.com
Lori McNeelyCustomer Support [email protected](408) 961-2485
Helpdesk [email protected]