1. Material Requirements Planning
Have your computers ready
MRP requires a Professional license
August 2018
Presented by:
Jay Uhlenhoff

2. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

3. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

4. Introduction Game – I’ll Go First
Jay Uhlenhoff
Consultant/Trainer/Tester since 2015
Help customers get started using MRP
Only one of me – Help each other!
Your future resources are in this room.
Two scenario takeaways – Production of one brand, Raw materials

5. Introduction Game – Your Turn
Name, company and role
Years since implementation?
Experience getting started in MRP?
Data preparedness for MRP?

6. Agenda Introductions and Expectations The What and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

7. Key Concepts
A planning tool applying a simple equation to a very large data set.
Review regularly then take action
Get smarter about what to order and when
Example: PdOs
Item being produced is Supply
Item(s) being consumed is Demand

9. MRP Process Flow Visual

10. Pop Quiz!

11. MRP Item Preparation Refresher
Raw Materials/Production Inputs?
Min Order Qty, Order Multiple, Lead Days, Min/Max Stock
Labels, Bottles/Cans, Packaging Materials?
Min Order Qty, Order Multiple, Order Interval, Lead Days
WIP Items?
Wort – Brewhouse size for Min Order Qty and Order Multiple
Fermentation – Lead Days

12. Use the Utilities! Planning Management Utility
Most MRP fields
Item Properties
Tip: Lots of items to load/change?
Item Master Data Utility
UoMs
Make vs Buy
Can delete rows in Planning Management Utility; Delete very, very responsibly.
Will perform much faster

13. Just Getting Started? First, focus attention on: Then work on:
Lead Days, Order Multiple, Min Order Qty, Min Stock
Then work on:
Production Yield by Brand, Purchase UoMs, Max Stock, Order Interval
And later get to:
Tolerance Days, Preferred Vendor

14. Quick Q&A Any specific goals taking this class?
High-level MRP questions?
Prior difficulty getting started with MRP?

15. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

16. Forecasting can be frustrating…

17. Forecasts Extends planning beyond existing documents
Creates ability to plan further out
Works in tandem with current short-term sales
Can assist with both production and sales
Forecasts of barrelage or sales by SKU
Design a scenario with a specific forecast

18. Forecasts Consider short and/or long-term forecast
Only one forecast per scenario
Data in Days, Weeks or Months
Quarters? Divide by three and use Months
Can be updated frequently or not at all

19. Creating a Forecast Import an existing forecast
Planning Management Utility
Copy/paste into SAP Forecast feature
Manual creation in Orchestrated
Use SAP-generated historical sales forecast
Only use as a starting point

20. Utilities > Planning Management Utility > Demand Planning
So Let’s Get To It
MRP > Forecasts
Utilities > Planning Management Utility > Demand Planning

21. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

22. MRP Wizard 5 steps, then Results & Recommendations
Questions encouraged
Compare/contrast with your new best friend

23. Step 1: Scenario Selection
Create New scenario
Scenario Name is shorthand
Description has more detail

24. Step 2: Scenario Details

25. Step 2: Scenario Details
Match details to screenshot recommended
Days – 4 to 12 weeks; Weeks – 4 to 12 months
Items to note:
Date range applies to Due Date specifically
Range can be adjusted after-the-fact
Can later have separate Days and Weeks scenario
Simulation good option during early training (or Test DB)

26. Step 3: Item Selection

27. Step 3: Item Selection Missing items aren’t flagged for MRP
Can ‘stack’ filters
Items not obviously grouped > Item Properties
Number of items makes a difference

28. Item Properties Great tool for creating subsets of items
Go beyond Item Groups, Process Types, etc.
Larger/more complex? More likely to utilize
Item Properties Setup, then Planning Mgmt Utility
Examples:
Subset beyond Item Group (labels, bottles)
Order Interval (same time of the month)
Vendor

29. Step 4: Inventory Data Source

30. Step 4: Inventory Data Source
Company vs Warehouse
Company is most common, simpler to start
Recommendations for Default Warehouses
Heavy use of Inv. Transfers could make difference
Exclude OAK01, QC, other non-available inv.
Consider removing entire locations if multiple
Expand/Collapse is helpful

31. Step 5: Documents Data Source

32. Step 5: Time Range

33. Step 5: Time Range Within Planning Horizon Include Historical Data
Issues with old, unclosed documents
Excludes documents with due date outside range
‘Past Due Data’ column only back to Start Date
Switch to down the road
Include Historical Data
Includes data with due dates outside range
Helps identify invalid, old documents to close

34. Step 5: Sources of Demand and Supply

35. Step 5: Sources of Demand and Supply
PdOs: Both Planned and Released included
Blanket agreements must be Specific type and Approved
Straightforward other than the Restrict column…
Check box for a document type
Then click ellipsis button to the right
Select all documents to include in the scenario
Likely want to ignore

36. Step 5: Inventory Level

37. Step 5: Time Range Minimum Maximum Required Min-Max
Recommends to keep inventory above minimum
Source of demand
Maximum
Restricts to not allow ending inventory higher than here
Required
Similar to Minimum but suggests in Purchase UoM
Min-Max

38. Step 5: Inventory Level

39. The Moment You (Probably Didn’t) Wait For
And Now…
The Moment You (Probably Didn’t) Wait For
Click Save Scenario
Click Run!!

40. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

41. Step 6: Results

42. Step 6: Results – Features
Report tab vs. Recommendations tab
Expand/Collapse button
Preview MRP Run Results

43. Step 6: Results – Colors Black Text/Light Gray Background
Sufficient time to fulfill order recommendations
Black Text/Off-White Background
Fulfilling recommendations will create more supply than demand
Red Text/Dark Gray Background

44. Step 6: Results – Pegging Info

45. Step 6: Results – Pegging Info

46. Agenda Introductions and Expectations The Why and the How
Forecasts (Ch. 3)
MRP Wizard (Ch. 4)
MRP Results (Ch. 5)
Questions & Troubleshooting

47. Order Recommendation Two options to get to Order Recommendation:
Right-click in Results header
MRP module menu

48. Order Recommendation Fill out Selection Criteria form
Scenario dropdown at the Top
Click OK and arrive at the below screen
Clicking Update creates an actual document

49. Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210
Beaverton, OR 97006 P:
Web: support.orchestrated.com