Create Repetitive Schedule By Item

This activity allows you to create repetitive schedule of supplies for an item. Tell me more

Select the “Create Repetitive Schedule By Item” link under the “Work Order Management“ business component.

The “Create Repetitive Schedule By Item” page appears.

Enter the following details:

Rep. Schedule No.	The unique number identifying the repetitive schedule to be created. Mandatory. The specified repetitive schedule number must be unique.
Desc.	The description of the repetitive schedule. If repetitive schedule number is specified, then the description should not be left blank.
	Zoom facility available.
Numbering Type	Use the drop-down list box to select the numbering type for the item The combo is loaded with “Automatic” and “Manual”. The system displays “Automatic” by default on launch of the page.
Item Code	The code identifying the item for which the repetitive schedule has to be created. The item code should have been defined for the Business Unit and should be in “Active” status.
	Press <Enter> key.
	The system ensures that the item code is not left blank. If item has variants, then the variant must be specified.
	Help facility available.

Click the “Get” pushbutton to retrieve the Description, UOM, Plant and Standard Warehouse details.

Variant Code

The code identifying the variant of an item being created. The system checks whether the Item Code/Var exists in the Item Master and is in “Active” Status. If no, it displays an error message. Variant should be valid for the Item Code.

Note: For the item code and variant combination, the system gets the Description, Stock UOM, Plant and Standard WH. The item code and variant combination should be valid for the order period.

The system displays the following:

Desc.	The description of the item/item variant.
	Zoom facility available.
UOM	The production unit of measure of the selected item.
Plant	The plant where the repetitive schedule is to be created for the item. If the component is pointing to only one item Organization Unit as defined in CIM Component, then the system automatically defaults this Organization Unit. If it's mapped onto multiple items Organization Unit's, then default the Organization Unit that is marked as the "Default Plant" in the “Maintain Item-Manufacturing Information” screen.

Note: In case multiple Organization Unit's are mapped and if none of the “Plant” is marked as default, then default the first Organization Unit.

Enter the following fields:

Warehouse Code	The warehouse where the item is received. The system displays “Standard Warehouse” as default for the item. The system checks whether the warehouse exists in warehouse master and is mapped to item in item manufacturing information. If no, the system throws an error message.
	Help facility available.

Note: Default the Standard Warehouse of the default plant as identified in the “Plant” field. You must enter the warehouse if the item is a non-stockable item. WH should be in “Active” status and should also allow receipts based on transactions allowed at the warehouse.

Sale Order No.	The number that identifies the sale order created for a customer. Item code should be one of the line items in the sale order. The sale order number cannot be left blank.
	Press <Enter> key.
	The system checks for the existence of the sale order and whether it is in “Authorized” status. If no, the system displays an error message. For the Item Code, Variant and Sale Order combination, the system retrieves the Customer Name for the specified Sale Order No.
	Help facility available.

Click the “Get” pushbutton to retrieve the Customer Name and Project details.

Customer Name	The name of the customer. This field is displayed based on the sale order no selected. The system checks whether the customer name is left blank. If no, then it checks for the existence of the customer name in the Customer Master. If no, displays an error message.
Project	The name of the project as defined in MAC (Management Accounting Module) against which a work order can be generated. If project is specified, then it should be valid in the MAC Project Master.
	Help facility available.
Anchor Date	The date on which the forecast has to be started. Default value is set to “Current Date”. The system checks whether the anchor date is less than the current date and should not be blank. If yes, then throws an error message.
Time Bucket	The number identifying the time buckets defined. The system checks whether the time bucket should not be left blank and should be greater than zero. If yes, it displays an error message.
	Use the drop-down list box displayed alongside to select the time buckets. You can select from “Daily”, “Weekly” or “Monthly”. The system displays “Daily” by default on launch of the page.
Schedule Type	Use the drop-down list box to select the type of schedule. You can select from “Work Order”, “Sub-Contract Request” or “Purchase Request”. The system checks if the Schedule Type is “Work Order” or “Sub- Contract'. If yes, then the system ensures that the PS Type is set to “Production” or “Sub-Contract” and PS No is not blank and it exists in PS Master. If no, displays an error message and ignores PS No. The system displays “Work Order” by default on launch of the page.

Note: If the schedule type selected is “Work Order” then the source of the Item-Organization Unit should be checked for “Manufacturing”. If not, the system displays an error message.

If the schedule type selected is “Sub-Contract Request” then the source of the Item-Organization Unit should be checked for “Subcontracting”. If not, the system displays an error message.

If the schedule type selected is “Purchase Request”' then the source of the Item-Organization Unit should be checked for “Purchasing”. If not, the system displays an error message.

PS No.	The number identifying the product structure no defined for the item. If product structure is mandatory for the item, then the PS No should not be left blank. PS No should be valid for the item and should be in “Active” status for the order date.
	Help facility available.
Order Status	Use the drop-down list box to select the status of the repetitive schedule. You can select from “Requested”, “Accepted”, “Firmed” or “Released”. The system displays “Requested” by default on launch of the page.
Plan Online	Select the checkbox to indicate whether the repetitive schedule is created in an online mode or batch mode. The system leaves the box "Checked" by default on launch of the page.

Enter the following details in the “Rate Based Schedule” group box:

No. Of Buckets	The number that specifies the number of daily/weekly/monthly order buckets. The system checks if the No of Buckets specified is greater than zero. Otherwise, the system displays an error message. This field cannot be left blank.
Bucket Qty.	The bucket qty is derived by dividing number of days between the anchor date and the due date by “1”, “7” or “30” if the time or order buckets are “Daily”, “Weekly” or “Monthly”. If “No of Buckets” is not left blank, then Bucket Qty must be entered and should be greater than zero.

Note: You should not enter fractions or decimals in the “Bucket Qty” field if the production UOM of the item does not allow fraction.

The system displays the following:

Total Qty.

The total quantity is derived on multiplying (number of buckets with bucket quantity), if the “No of Buckets” is specified.

Enter the following details in the “Date Based Schedule” group box:

End Date

The date on which the repetitive schedule has to be completed. The date must be greater than the anchor date. Otherwise, the system throws an error message.

Note: The system checks whether both “No of Buckets” and “End Date” is left blank. If yes, it displays an error message. If End Date is not blank and is in valid Date Format, the system checks whether the “Total Qty” is entered and is greater than 0. If no, displays an error message.

Total Qty.

The total quantity to the corresponding period from anchor date till due date.

Note: You should not enter fractions or decimals in the “Total Qty” field if the production UOM of the item does not allow fraction.

The system displays the following:

No. Of Buckets

The number of buckets is calculated as total quantity divided by bucket quantity.

Click the “Create Repetitive Schedule By Item” pushbutton to create the repetitive schedule details for the selected item.

The system confirms that the Item Planning Parameters have been defined for the item and variant combination for the warehouse. The source of Item Code should be Manufactured/Purchase Request/Sub-Contract Request for the Warehouse OU. The system checks if the login user is mapped to the Material Planner of the Item-Var combination as defined in Warehouse Planning Parameter for the Item/Var and WH combination and has “All” access permissions. If no, displays an error message.

If the item is scheduled based on Date, then the system carries out the following:

The system checks the End Date is not blank and calculates No of Buckets and Bucket Qty. The due date of the first work order is the specified anchor date. The due date of the next work order is previous work order due date together with the time bucket. Generally the due date of nth bucket is calculated as due date of n-1 bucket and time bucket. The system finds all buckets until due date of nth bucket is less than the End Date and retrieves No of Buckets as no of due dates found as above. The system also retrieves the Bucket Qty as Total Qty divided by No of Buckets. It rounds of each Bucket Qty by the quantity precision and also based on whether the UOM allows fractions or not. The system computes the difference between the Total Qty (Bucket Qty multiplied with No Of Buckets) and Total Qty entered. If the difference is greater than zero the system includes this quantity in the Bucket Qty in the last period.

If the item is scheduled based on Rate, then the system carries out the following:

The system checks the No of Buckets is not blank and calculates Total Qty as Bucket Qty multiplied with No of Buckets and the due date of Nth bucket as due date of N-1 bucket and time bucket until N points to No of Buckets. The system rounds of each Bucket Qty by the quantity precision and also based on whether the UOM allows fractions or not.

The system checks the No of Buckets is not blank and calculates Total Qty as Bucket Qty multiplied with No of Buckets and the due date of Nth bucket as due date of N-1 bucket plus time bucket until N points to No of Buckets. The order type and order category is set by the system upon selecting the Schedule Type as “Work order” or “Purchase Request” or “Subcontract Request”. For each bucket along with order type and order flag identified, the order status is entered, quantity is set as bucket qty and due date for each bucket is set as work order due date. For the above case, the mode is set to ”Online” if “Plan Online” field is checked else is set to “Batch” mode.

The login user ID and the system date are updated in the “Created By” and “Created Date” fields.

The system displays the following:

Created By	The login user ID of the person who has created the repetitive schedule by item.
Created Date	The date on which the repetitive schedule by item was created.

To proceed, carry out the following

Select the “Edit Work Order” link at the bottom of the page to modify the work order details for the repetitive schedule created.