Define coverage rules for items

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

Create a coverage group by doing the following:

1. Go to Master planning > Setup > Coverage groups.
2. Select 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. Under the Safety margins in days section, 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. Select Save.

Create a new product

Create a new product by doing the following:

1. Go to Product information management > Products > Released products.
2. Select 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, select the drop-down button to open the lookup.
6. In the list, find and select the desired record.
7. In the list, select the link in the selected row.
8. In the Item group field, select the drop-down button to open the lookup.
9. In the list, find and select the desired record.
10. In the list, select the link in the selected row.
11. In the Storage dimension group field, select the drop-down button to open the lookup.
12. In the list, find and select the desired record.
13. In the list, select the link in the selected row.
14. In the Tracking dimension group field, select the drop-down button to open the lookup.
15. In the list, find and select the desired record.
16. In the list, select the link in the selected row.
17. Select OK.

Set up default order settings

Set up default order settings by doing the following:

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

Add an item to a coverage group

Add an item to a coverage group by doing the following:

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

Create item coverage rules

Create item coverage rules by doing the following:

1. On the Action Pane, select Plan.
2. Under Coverage, select Item coverage.
3. Select New.
4. Select 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. Select the Lead time tab.
10. Check the box on the header of Purchase.
11. In the Purchase time field, enter '5'.
12. Select Save.

Note

For manufactured items, the Production lead time is used if there is no route for the item. If an active route has been associated to the item, then master planning will schedule the order and calculate its dates according to the route times and capacity of the resources (if applicable).