RP Processing Overview

Use the functions on the RP Processing menu to perform requirements planning activities such as generating the RP data that appears on various planning reports, printing those reports, and creating purchases requisitions and planned work orders. For more details about the RP process, see the RP Process Overview topic.

Generating RP Data

Before you can use any of the reporting or order generating tools, you must first generate the requirements planning data that forms the basis of the planning and generation process. When you generate the data, you select the information that is appropriate for your environment, creating a subset of your sales, purchase, and work order data so that RP processes can run faster.

Before you can print the reports that contain the supply and demand information you need to analyze and plan your inventory, you must generate the data they contain. Generating data gathers inventory, sales, purchase, project usage, and production or bill of material item information and provides a snapshot of your sales and purchase environment. Select the information you want to gather to target your analysis, then generate the main set of data behind your RP reports and processes.

Producing RP Reports

After you have generated the data, use one of the two RP reports to gain insight into upcoming inventory shortages and surplus that you cannot see as easily in standard reports. The Standard RP Report summarizes information using periods, while the Daily Detail RP Report lets you review details on a day-to-day basis. Each report has a slightly different selection criteria and report output.

The two RP reports (Standard RP Report and Daily Detail RP Report) are designed to give you insight into upcoming inventory overages and shortages that cannot easily be seen in other reports. The two formats allow you to view information organized either by standard period summaries or by daily bucketless reporting, as you prefer. You may find one format preferable over the other.

Producing Component Pegging Reports

After you generate the requirements planning data and produce the RP reports, produce the Component Pegging Report to audit the RP report information in order to better understand the sources of the numbers in the report and how the information was calculated.

Generating Requisitions and Orders

After you generate the RP Reports, use the Component Pegging Report to audit the report information, and examine the planning reports to make accurate purchasing decisions, you are ready to generate purchase transactions (purchase orders, purchase requisitions, order requests) and production orders/work orders to address supply deficiencies. Use Requirements Planner function to create purchase transactions (purchase orders, purchase requisitions, order requests) and generate work orders within MFG Production or Bill of Material/Kitting to replenish inventory quantities and satisfy actual and forecasted demand.

Blanket Orders

Use the functions in the Blanket Orders menu to contract large orders to be shipped over a period of time. You can create Blanket Orders, release them to the Sales Order application, and produce various reports related to your Blanket Orders.