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Production Planning And MRP
Production Planning turns approved demand, BOMs, routings, stock balances, and capacity readiness into material requirements, supply suggestions, and planning exceptions.
Open Production -> Operations -> Production Planning.
What The Workspace Does
Use the planning workspace to:
- run MRP for a business unit, planning horizon, warehouse, or item scope
- review demand that was included in the planning run
- check component shortages and coverage
- convert production-order suggestions into planned production orders
- mark procurement, transfer, and expedite suggestions for follow-up
- review planning exceptions before releasing work to the floor
Running MRP
Click Run MRP from the Production Planning page.
Use a focused scope where possible:
| Field | Meaning |
|---|---|
| Business Unit | Limits the run to one operating branch or plant. |
| Horizon From / To | Defines the demand and supply window. |
| Warehouse | Limits stock availability and material requirements to a warehouse. |
| Item | Limits planning to one finished item or component chain. |
| Planning Mode | Identifies the run as MRP, forecast, or manual planning. |
After the run completes, the workspace opens the focused run so users can review demand, materials, suggestions, and exceptions without manually filtering every tab.
Review Tabs
| Tab | Purpose |
|---|---|
| Runs | Shows planning run headers, status, horizon, and high-level totals. |
| Demand | Shows sales-order or forecast demand included in the run. |
| Materials | Shows gross requirements, available quantity, open supply, net requirement, and shortage status. |
| Suggestions | Shows generated production, procurement, stock-transfer, and expedite suggestions. |
| Exceptions | Shows missing BOMs, missing routings, shortages, capacity blockers, lead-time issues, and data-quality blockers. |
Report Shortcuts
The Planning Reports menu opens Reporting with the relevant Production Planning report selected. Row actions on Runs, Materials, Suggestions, and Exceptions also open report-specific views with the current planning run, item, warehouse, or status filters prefilled.
| Report Code | Use It For |
|---|---|
MFG_MRP_RUN_SUMMARY | Planning run totals, demand counts, material requirements, suggestion counts, and exception counts. |
MFG_SCENARIO_COMPARISON | Scenario-level demand, shortage, suggestion, pegging, and exception comparison across planning runs. |
MFG_MATERIAL_SHORTAGES | Component shortages and material coverage for a run, item, warehouse, or business unit. |
MFG_SUPPLY_SUGGESTIONS | Generated production, procurement, transfer, and expedite suggestions. |
MFG_PLANNING_EXCEPTIONS | Missing setup, shortage, capacity, lead-time, and planning data exceptions. |
MFG_PLANNING_CONVERSION_AUDIT | Suggestions accepted or converted into production orders or follow-up work. |
MFG_DISPATCH_SCHEDULE | Released operation and resource booking schedule for production execution. |
Use Reporting presets when the same filter set is needed repeatedly, for example a daily material shortage view by business unit and warehouse.
Dashboard Widgets
The General Dashboard production section summarizes the same planning controls for management review:
- Planning Scenario Comparison compares recent scenario runs by demand, supply suggestions, open exceptions, blockers, and material shortage percentage.
- Planning Exceptions shows the latest open exceptions from planning runs.
- Planning Exception Action Queue groups open or acknowledged exceptions by action area, severity, status, quantity impact, and maximum age.
Operating Rules
- Run MRP after demand, BOM, routing, warehouse, and stock setup are ready.
- Resolve missing BOM and routing exceptions before converting production suggestions.
- Treat shortage exceptions as blockers unless procurement, transfer, or expedite suggestions are accepted for follow-up.
- Convert only production-order suggestions directly from the planning workspace; procurement and transfer suggestions should move through their owning primitives.
- Re-run planning after material receipts, stock transfers, cancelled demand, or changed BOM/routing data.
- Review conversion audit reports before releasing production orders to shop-floor execution.