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Material Planning Screen

note

To go back to the Search screen, click Material Planning next to Welcome at the top-right corner of the page.

Menu Path:
Purchase → Operations → Material Planning

Description:​

The Material Planning screen is used to plan the required materials such as child parts and consumables based on a planned production quantity.

This screen helps you to:

  • View the required parts and consumables.
    • Check the required quantity of child parts and consumables.
  • Check the available stock (In-Hand, Pending PO, Shortage).
  • Validate parts using a checkbox.
  • Directly raise Purchase Orders (PO) or Purchase Requests (PR) in draft status.

How to Use:​

Before picking the part, you can optionally narrow down the Part Dropdown list using these filters:

  • Customer: Select a customer to filter parts to that customer's sales orders. If the customer you need isn't shown, click Load more below the dropdown to fetch additional customers.
  • Sales Order Number: Select a sales order to filter parts to that order. Click Load more below the dropdown to fetch additional sales order numbers if needed.
  • USON: Select a USON to filter parts to that USON. Selecting a USON also auto-fills the Quantity field below with its accepted order quantity. Click Load more below the dropdown to fetch additional USONs if needed.

There are three input fields:

  1. Part Dropdown: Select the main part for which material needs to be planned.
  2. Quantity Input: Enter the planned production quantity.
  3. Child Part Detail Level: Choose whether to include only first-level child parts or all levels of child parts.

Click Submit to fetch the material details.

After Submit – You Will See:​

1. Part Details​

  • Displays selected part, entered quantity, and selected child part level.
  • If a Customer, Sales Order Number, or USON filter was used, the table also shows the matching Customer, Sales Order, and USON columns for that row, along with Order Acceptance Qty (the accepted order quantity carried over from the selected USON's sales order).

2. Production Schedule​

  • Shows both current and upcoming production plans.
  • Calculates remaining quantity after considering production already completed.
  • Expand rows to view detailed production schedule, listing each schedule's From Date and To Date, Planned Qty, Production Count (number of control tasks recorded against that schedule), and Remaining Qty.

3. Stock Details​

  • Checkbox: Validate whether the part is ready for PO/PR.
  • Ready to Order: Indicates if the part is eligible for PO (linked parts are not shown here).
    • ⚠️ Warning Icon: Click to see missing details like supplier, tax, price, etc.
    • 🗂️ Sitemap Icon: Click to view linked part information.
  • Parent Part: Displays the parent part for each child part.
  • Product Type: Indicates if it is a part, tool, item, etc.
  • Product Name: Displays the name of the child part or consumable.
  • Unit: Unit of measurement.
  • Child Part Qty: Quantity of child part required per parent part.
  • Required Qty: Planned Qty × Child Part Qty
  • Store Stock: Available quantity (Opening Stock + Inward - Consumption)
  • Safety Stock: Predefined minimum stock limit.
  • WIP (Work in Progress): Based on production schedule and done qty.
  • Pending PO: Sum of all approved/placed/partially received supplier POs. Click the value to open a breakdown showing the USON Code, PO Number, and Pending Qty contributed by each purchase order.
  • Shortage Qty:
    Shortage = (Required Qty + WIP + Safety Stock) – (Store Stock + Pending PO)
  • Order Now Qty: Auto-filled from shortage (editable by user).

Final Actions:​

The Raise Purchase Order and Raise Purchase Request buttons are shown or hidden based on organization details and the value of the materialplanningAction dropdown:

  • If materialplanningAction is set to PO, only the Raise Purchase Order button is displayed.
  • If set to Purchase Request, only the Raise Purchase Request button is displayed.
  • If set to Both, both buttons are displayed.
One document per requirement

A requirement can result in exactly one document — either a Purchase Order or a Purchase Request, never both and never more than one.

  • Once a Purchase Order is raised, both raise actions are locked, so a second PO (or a PR) cannot be created for the same requirement.
  • Once a Purchase Request is raised, both raise actions are locked, so a second PR (or a PO) cannot be created for the same requirement.
  • The locked buttons are disabled and show a warning message if clicked. The buttons are also briefly locked while a raise request is still in progress, preventing accidental double-clicks.

4. Raise Purchase Order​

Raises a PO for selected, validated parts where Order Now Qty > 0. After a PO is raised for the requirement, this action is locked (see the note above).

5. Raise Purchase Request​

Raises a PR for selected, validated parts where Order Now Qty > 0. After a PR is raised for the requirement, this action is locked (see the note above).

6. PO/PR Listing​

Once PO or PR is raised, it will be listed below the buttons with:

  • Supplier name
  • Generated At: Date & Time the document was generated
  • Products: Part details and quantities included in the document