Wednesday, July 14, 2010

ERP Requirements Gathering Tips 8th Installation - Advanced Planning & Scheduling Requirements

1. Provide a System Parameter for the Default Packing & Shipping Lead-Time.

a. See REQ # 36 in Inventory Requirements.

2. Provide a System Parameter for the Default Dock-To-Stock Lead-Time

a. See REQ # 37 in Inventory Requirements.

3. Provide the ability to Firm a Planned Order for a muli-level Job recognizing the Available Inventory for the lower-level Sub-Assemblies and manufactured Components in a Planner's Workbench:

a. If the extended requirement for a lower-level Component was 100 and 25 were Available in stock, the Release Quantity for this Component's Job would equal 75

4. Provide the ability to Release the lower levels of a multi-level Job from the bottom up, in order to avoid giving the Shop Floor a higher level Job prior to lower level Sub-Jobs being well under way or completed.

5. Provide the ability to do "What if" for the Planning of Material and/or Capacity to evaluate:

a. Adjusting Capacity by Resource up or down for a time period.

b. Adding Shits or Overtime by Resource for a time period.

c. Pushing out or pulling in specific Jobs.

d. Replacing or supplementing Sales Orders with a Master Schedule or Forecast.

6. Provide for the Scheduling and Costing of Maintanance Jobs which would reduce the available Capacity of the Work Center/Machine being maintained without impacting WIP.

7. Provide a graphical load profile screen for a Number of (Days, Weeks or Months) for a given Resource (Department, Work Center Group, Work Center or Machine)

a. With drill-down capability to Job Operation level from the Resource (Department, Work Center Group, Work Center or Machine)

8. Provide for multi-Resource constraints (Work Center, Man Power, Tools, Fixturing, etc.) when Finite Capacity Scheduling a Job's Operation.)

9. Take Material Availability into account when Scheduling an Operation with material linked to it.)

10. Provide Kanban planning, trigger mechanism and controls)

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