Define coverage rules for items

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

The demo data company used to create this procedure is USMF. This procedure shows how to create coverage rules and override coverage settings for a specific item. It also shows how to specify default inventory settings.

Create a coverage group

  1. Go to Coverage groups.
  2. Click New.
  3. In the Coverage group field, type a value.
  4. In the Name field, type a value.
  5. In the Calendar field, type a value.
    • Choose the calendar that master planning uses to create replenishment suggestions for items in this group.
  6. In the Coverage code field, select an option.
    • Select Requirement for this procedure.
  7. In the Coverage time fence (days) field, enter '90'.
    • For items in this group, master planning will create replenishment suggestions for up to 90 days in the future.
  8. In the Negative days field, enter '1'.
  9. In the Positive days field, enter '1'.
  10. Expand or collapse the Other section.
  11. In the Receipt margin added to requirement date field, enter '1'.
    • For example, if the receipt margin is set to 1 day, and a purchase order line is scheduled for receipt on May 15, master planning calculates the adjusted receipt date as May 16.
  12. In the Issue margin deducted from requirement date field, enter '1'.
    • For example, if the safety margin is set to 1 day, and a sales order line is scheduled for delivery on May 15, master scheduling calculates the adjusted delivery date as May 14.
  13. In the Reorder margin added to item lead time field, enter '1'.
  14. Click Save.

Create a new product

  1. Go to Released products.
  2. Click New.
  3. In the Product number field, type a value.
  4. In the Product name field, type a value.
  5. In the Item model group field, click the drop-down button to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, click the link in the selected row.
  8. In the Item group field, click the drop-down button to open the lookup.
  9. In the list, find and select the desired record.
  10. In the list, click the link in the selected row.
  11. In the Storage dimension group field, click the drop-down button to open the lookup.
  12. In the list, find and select the desired record.
  13. In the list, click the link in the selected row.
  14. In the Tracking dimension group field, click the drop-down button to open the lookup.
  15. In the list, find and select the desired record.
  16. In the list, click the link in the selected row.
  17. Click OK.

Setup default order settings

  1. On the Action Pane, click Plan.
  2. Click Default order settings.
  3. In the Purchase site field, type the site used as default when purchase orders are created.
  4. In the Inventory site field, type the site where the item is stored.
  5. Expand or collapse the Inventory section.
  6. Set Multiple to '10'.
  7. Set Min. order quantity to '10'.
  8. Set Max. order quantity to '100'.
  9. Set Standard order quantity to '10'.
  10. In the Purchase lead time field, enter a number.
  11. Select or clear the Working days check box.
  12. Click Save.
  13. In the Default order type field select 'Purchase order'.
  14. Click Save.
  15. Close the page.
    • Close the Default order settings page.

Add an item to a coverage group

  1. Expand or collapse the Plan section.
  2. In the Coverage group field, click the drop-down button to open the lookup.
  3. In the list, find the Coverage group you have created.
  4. In the list, click the link in the selected row.

Create item coverage rules

  1. On the Action Pane, click Plan.
  2. Click Item coverage.
  3. Click New.
  4. Click the General tab.
  5. Check the box on the header of Override coverage group settings.
  6. In the Coverage time fence (days) field, enter '60'.
    • Although items in coverage group Requiremen are planned 90 days ahead, this item will be planned 60 days ahead.
  7. In the Negative days field, enter '2'.
  8. In the Positive days field, enter '2'.
  9. Click the Lead time tab.
  10. Check the box on the header of Purchase.
  11. In the Purchase time field, enter '5'.
  12. Click Save.