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Handling MRP Parts in Ultriva Session 2

This webinar session covers the review of MRP Parts in Ultriva, including MRP Forecast Planned Orders and MRP Forecast Recommendations. It also discusses the advantages and requirements of using Ultriva for MRP Parts handling.

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Handling MRP Parts in Ultriva Session 2

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  1. Handling MRP Parts in Ultriva Session 2

  2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Ed Conrey edwardc@ultriva.com Ultriva Application Consultant

  3. 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

  4. 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

  5. General Requirements • Schedule Based Replenishment (SBR) License from Ultriva • Appropriate Integration points or data available for a file upload • Configuration Setup

  6. 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

  7. 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

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

  9. 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

  10. Ultriva MRP Parts Session 2 Agenda • MRP Parts in Ultriva Session 1 Review • MRP Forecasts Planned Orders

  11. MRP Forecast - Planned Orders • Ultriva is used as a workbench to place the orders. The buyer must review and place desired orders in Ultriva. 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

  12. MRP Forecast - Planned Orders Filters • Supplier • Daily, Weekly, Monthly • Export, Print

  13. MRP Forecast - Planned Orders to Release • Select the Orders to Release

  14. 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

  15. 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.

  16. MRP Forecast – Planned Orders Configuration • Configuration Requirements

  17. MRP Forecast – Planned Orders Configuration Continued • Configuration Requirements Off=Card/Order will destroy on receipt On=Moves card/order to On Hand then will destroy at consumption Off=Purchase Order Line Qty sent will be on one card On=Purchase Order Line Qty is split into container size/lot size

  18. MRP Forecast – Planned Orders Configuration • Admin  Entities  Exception Code  Add

  19. MRP Forecast - Configuration

  20. Ultriva MRP Parts Session 2 Agenda • MRP Parts in Ultriva Session 1 Review • MRP Forecasts Planned Orders • MRP Recommendations

  21. 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.

  22. 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.

  23. 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)

  24. 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

  25. MRP Forecast - Configuration

  26. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 165 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com

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