Appearance
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
- review finite-capacity scheduling exceptions such as overload, maintenance blocked, and calibration blocked
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. |
| Scenarios | Stores alternate planning runs for comparison before users accept a plan. |
| Comparison | Compares scenario demand, shortages, suggestions, pegging, and exceptions. |
| Forecasts | Shows forecast demand that may be included in planning. |
| 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. |
| Pegging | Traces demand to supply suggestions, material requirements, and source orders. |
| 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_FORECAST_VS_ACTUAL_DEMAND | Forecast-line accuracy against realized customer demand by item, warehouse, and planning bucket. |
MFG_ATP_CTP_PROMISE | ATP/CTP promise check for a specific item, warehouse, quantity, and required date. |
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_CAPACITY_OVERLOADS | Finite-capacity exceptions by resource, resource type, date, severity, and resolution status. |
MFG_DISPATCH_SCHEDULE | Released operation and resource booking schedule for production execution. |
MFG_DOWNTIME_ANALYSIS | Posted shop-floor downtime by order, operation, reason, resource, impact band, and supervisor status. |
MFG_RECALL_TRACE_BACK | Finished-output trace back to consumed materials, WIP, operations, warehouses, and QC blockers. |
MFG_RECALL_TRACE_FORWARD | Suspect material trace forward to WIP/output exposure, expiry status, and affected orders. |
MFG_NCR_CAPA_REGISTER | Open quality blockers, NCRs, holds, CAPA due dates, overdue actions, and effectiveness review status. |
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.
Production control-tower rows drill into the owning workspace: planning rows open Production Planning, OEE rows open Shop Floor, QC/rework rows open Quality Control, dispatch rows open Dispatch List, and variance rows open Production Costing. Manufacturing report rows also expose the same contextual actions where the report row includes an order number, inspection number, planning run number, or item code.
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.
- Treat maintenance blocked and calibration blocked schedule exceptions as resource-readiness blockers, not ordinary overloads.
- 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.