Handling MRP Parts in Ultriva Session 2

About Us…

Lori McNeelylorim@ultriva.comUltriva Customer Support Specialist

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Ed Conrey edwardc@ultriva.comUltriva Application Consultant

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end

• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/

• The next webinar will be Thursday, February 19th at Noon Central

• We are doing the demos in Ultriva Version 7.7 and higher

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Ultriva MRP Parts Session 2 Agenda

• MRP Parts in Ultriva Session 1 Review

• MRP Forecast Planned Orders

• MRP Forecast Recommendations

• We will have a few short surveys and will give you the results

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General Requirements

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• Schedule Based Replenishment (SBR) License from Ultriva

• Appropriate Integration points or data available for a file upload

• Configuration Setup

Review - MRP Firm Orders

• MRP Firm Orders are orders created in the ERP that get published in Ultriva - the order gets released to the supplier.⁻ MRP creating orders automatically⁻ Buyers placing orders in MRP

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Review - MRP Firm Orders

• Advantages– Buyers use the ERP as the workbench and the firm orders are sent to

Ultriva

– Supplier doesn’t have to use another system for MRP items. Supplier and Buyer can see all parts and orders in one system

– Standardized labels and receiving process, material handling process

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Review – MRP Forecast Gross Requirements

• The MRP Gross Requirements – this is the forecast or un-netted demand created by MRP after MRP explosion

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Review MRP Forecast Gross Requirements

• Advantages– Supplier has visibility to the forecast for planning their raw

materials

– Easier to share the forecast with the supplier than using spreadsheets, email, etc.

– Suppliers are looking at the same data – the same version

– If multi-sourced, suppliers will see their % as defined in Admin Item Supplier Allocation Percentage

– Gross Requirements can be sent for all 3 part types: Forecast, Kanban, or Virtual

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Ultriva MRP Parts Session 2 Agenda

MRP Parts in Ultriva Session 1 Review

• MRP Forecasts Planned Orders

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MRP Forecast - Planned Orders

• Ultriva is used as a workbench to place the orders. The buyer must review and place desired orders in Ultriva.

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Next 7 days (after that) = 1/29/2015 through

2/4/2015

Past + 7 = Today (1/22/2015) through

1/28/2015

Future = 2/5/2014 and after

MRP Forecast - Planned Orders Filters

• Supplier• Daily, Weekly, Monthly • Export, Print

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MRP Forecast - Planned Orders to Release

• Select the Orders to Release

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MRP Forecast - Planned Orders Advantages

– Buyers use Ultriva as a workbench to determine which orders to release to the supplier

– Easier than going through printed papers and manually entering orders in the ERP

– Suppliers and Buyers can see all orders in one system

– If using PO Release integration from Ultriva ERP, when the order gets released in Ultriva it will automatically sent to the ERP

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MRP Forecast – Planned Orders Continued

• MRP Planned Orders Criteria

– Parts have to be forecast

– Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file

– Batch Job Status for verifying – Integration Batch Job Status Forecast (Same file as the MRP Recommendations and $Gross Requirements)

– When a new MRP Forecast file is sent, the information sent in the last file expires/is no longer valid.

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MRP Forecast – Planned Orders Configuration

• Configuration Requirements

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MRP Forecast – Planned Orders Configuration Continued

• Configuration Requirements

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On=Moves card/order to On Hand then will

destroy at consumption

Off=Card/Order will destroy on receiptOff=Purchase Order

Line Qty sent will be on one card

On=Purchase Order Line Qty is split into

container size/lot size

MRP Forecast – Planned Orders Configuration

• Admin Entities Exception Code Add

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MRP Forecast - Configuration

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Ultriva MRP Parts Session 2 Agenda

MRP Parts in Ultriva Session 1 Review

MRP Forecasts Planned Orders

• MRP Recommendations

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MRP Forecast - Recommendations

• MRP Recommendations are sent to Ultriva for Expediting, Deferring, or Cancelling of the Forecast parts that have an order released to the supplier.

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MRP Forecast - Recommendations

• Advantages– Buyer reviews and determines whether to take action on the

reschedule or cancellation of these existing orders

– Easy to review and make changes

– If the plant has the integration points for PO Change or PO Cancel from Ultriva ERP, once approved, the information will automatically be sent to the ERP.

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MRP Forecast - Recommendations Continued

• MRP Forecast Recommendations Criteria

– Parts have to be forecast

– Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file

– Batch Job Status for verifying – Integration Batch Job Status Forecast (Same file as the MRP Planned Orders and $Gross Requirements)

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MRP Forecast File

• File is used for these 3 functions:– Forecast Gross Requirements (covered in Session 1)

• Forecast or un-netted demand for all parts

– Forecast Planned Orders• MRP suggested orders for buyer to place orders in Ultriva

– Forecast MRP Recommendations• Exception handling – defer, expedite or cancel orders for released

firm orders for forecast parts

• Each time a Forecast file is processed, the last batch/file gets expired and is no longer valid– Whichever functions are used, all must be sent in the same

file

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MRP Forecast - Configuration

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For Additional Information

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Ultriva Inc.1601 S. De Anza Blvd., # 165Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support Specialistlorim@ultriva.com(408) 961-2485

Helpdesk Ticketsupport@ultriva.com