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Use this form to define detailed coverage settings for the current item and the inventory dimensions that are selected for coverage planning. The program uses item coverage settings to calculate requirements for the item and its coverage-planned dimensions during master scheduling.

When you create item coverage records for dimensions, you must follow the dimensions hierarchy that is defined. The hierarchy is as follows:

  • Site

  • Configuration

  • Size

  • Color

  • Warehouse

  • Location

For example, if an item is coverage planned for site, configuration, and size, you must first define the coverage settings for the site before you can define the coverage settings for the configuration.

You cannot create item coverage records that contain the following dimensions, regardless of whether they are selected for coverage planning:

  • Pallet

  • Serial number

  • Batch number

Note Note

The settings on this form take precedence over those settings that are specified on the form and the form.

You can also use the to create new item coverage settings or delete existing item coverage settings.

You can set up an inventory dimension for coverage planning by selecting the check box on the form.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View existing basic coverage parameters for the item.

General tab

Enter detailed coverage parameters for the item.

Enter lead time information for the item.

View minimum and maximum key information that has been set up for the item.

View the current inventory dimensions for the item. This may be useful if the form contains invalid coverage records.

Buttons

Button

Description

Open the , which can guide you through creating new coverage settings or deleting invalid coverage settings for the current item and the inventory dimensions that are selected for coverage planning.

Open another form to view a list of the existing default item coverage records for the current item dimension combination.

The records in the list are sorted, with the dimension combinations becoming less specific as you move down the list. Each time you use the button, the record that contains the next least specific dimension combination is selected.

Example

You create an item coverage record for three dimensions: site; color; and warehouse. To view the default settings for the dimension combination, use the button to open another form. If there is an existing record that contains site and color, it is selected. If there is no record for site and color, the record for site is selected. If there is no record for site, then no record is selected.

Fields

Field

Description

When the multisite functionality is activated, this field appears on the and the tabs.

When you select this check box, you can determine the planned order type that is generated to cover a requirement during master scheduling. You can select the planned order type, but there are some restrictions that are based on the item type. You use this field together with the field.

Indicates the planned order type that master scheduling creates using the current coverage settings for the item dimension. When you select the check box, you can change the value in field.

The planned order types are:

  • – Created only if the item type is a bill of materials (BOM). If the item type is an item or service, you cannot select this option.

  • – Created regardless of the item type.

  • – Created (regardless of the item type) if you specify a warehouse as a coverage dimension. When you select this option and select the checkbox, the field becomes available, and you can select a refilling warehouse.

When you select this check box, the and fields become available so that you can edit them.

If you do not select this check box, the and fields are not available to edit, and they contain the existing default values. Master scheduling uses these default values to calculate requirements.

For more information on the default settings, see the description for the button.

When you select this check box, the coverage group settings for the selected coverage group become available so that you can edit them.

If you do not select this check box, the coverage group settings are not available to edit, and the fields contain the existing default values. Master scheduling uses these default values to calculate requirements.

For more information on the default settings, see the description for the button.

Enter the minimum inventory quantity (the safety stock level) that you want to maintain for the item, stated in inventory units. When projected available inventory falls below this quantity, master scheduling generates a planned order to bring inventory up to the specified minimum quantity after any other open requirements are fulfilled. If you leave the field blank, the default value is zero.

This field is used when you select , , or in the list.

Note Note

You must define all other coverage planned dimensions before you can define this field and the field. This rule prevents the possible use of an invalid record during master scheduling. This situation might arise, for example, if a dimension group is extended with an additional coverage planned dimension for which the minimum and maximum inventory quantities are not yet defined.

Enter the maximum inventory quantity that you want to maintain for the item, stated in inventory units. When projected available inventory falls below the minimum quantity, master scheduling generates a planned order to bring inventory up to the specified maximum quantity after any other open requirements are fulfilled.

This field is available when you select in the list.

Example

The minimum quantity is 10, and the maximum quantity is 15. Current on-hand inventory is 4. This gives a minimum quantity requirement of 6. However, since the maximum quantity is 15, master scheduling generates a planned order for 11.

Note Note

You must define all other coverage planned dimensions before you can define this field and the field. This rule prevents the possible use of an invalid record during master scheduling. This situation might arise, for example, if a dimension group is extended with an additional coverage planned dimension for which the minimum and maximum inventory quantities are not yet defined.

The identification of the coverage group. You can select a different coverage group for the item, for example if the default coverage group in the master planning parameters is unsuitable.

Select the method that master scheduling uses to calculate requirements for the item. The options are:

  • – When demand brings the projected inventory for the given period below the specified minimum quantity, a planned order is generated to fulfill the sum of all demands that occur within the time specified in the field. The period begins on the date of the first requirement, and the planned order is generated on this date.

  • – A planned order is generated to fulfill each individual requirement that brings inventory below the minimum quantity.

  • – When demand brings the projected inventory below the specified minimum quantity, a planned order is generated to bring inventory up to the specified maximum quantity.

    Note Note

    Physically reserved items are not included in requirement calculations when this method is used.

  • – Master scheduling does not calculate requirements or generate planned orders for the item. It is assumed that the item is planned manually. This method is best used for items that are easy to buy or for items that are managed by visual inspection.

Enter a time period, in number of days, during which master scheduling consolidates all requirements for the item and generates one planned order to cover the sum of these demands. If you enter 5, for example, planned orders are consolidated for 5-day periods.

The coverage period begins on the date of the first requirement, and the planned order is generated on this date. The requirement date (for example, the delivery date) determines which period the planned order is placed in.

The field is available when you select in the list.

Example

The coverage period is 5 and the minimum quantity is 0. There are sales orders with requirement dates of 9/1, 9/3, 9/10, 9/14, and 9/20. Master scheduling generates three planned orders:

  • One planned order dated 9/1 that covers 9/1 - 9/3

  • One planned order dated 9/10 that covers 9/10 - 9/14

  • One planned order dated 9/20 that covers 9/20

Enter the time period, in number of days from today's date, during which requirements are calculated.

Note Note

The coverage time fence should be equal to or greater than the lead time for the item. If the lead time is greater than the coverage time fence, master scheduling could generate planned orders that lie outside the coverage time fence.

Enter a number of days that are added to a requirement due date to define a time interval during which a planned receipt that is due can be used to fulfill the requirement. A planned receipt that is due outside of the defined time interval is not valid to fulfill the requirement, and master scheduling generates a new planned order. You can equate negative days with the number of past-due delivery days (during which there is a negative inventory level for the item) that you accept before you create a new fulfillment order.

You can specify negative days in the form or the form.

Note Note

The full behavior of negative days depends on whether you select the check box in the form.

Example

For a particular item, a purchase order is scheduled for receipt on the 20th of the month, and a sales order is scheduled for delivery on the 19th of the same month. Should master scheduling generate a new planned purchase order to cover the requirement, or do you accept a late sales order delivery on the 20th?

If you set the negative days to zero, a new planned purchase order is generated. If you set the negative days to a number greater than zero, no planned purchase order is generated. Instead, an action message is generated for the purchase order, and a futures message is generated for the sales order.

For additional information, see About action messagesand About futures messages.

Enter a number of days that are subtracted from a requirement due date to define a time interval during which a planned receipt that is due can be used to fulfill the requirement. A planned receipt that is due outside of the defined time interval is not valid to fulfill the requirement, and master scheduling generates a new planned order. You can equate positive days with the number of days that you use existing inventory (during which there is a positive inventory level for the item) before you create a new fulfillment order.

You can specify positive days in the form or the form.

Example

For a particular item, inventory exists and a sales order is scheduled for delivery in 90 days. Should master scheduling generate a new planned purchase order to cover the requirement, or is the order fulfilled from the current inventory?

If positive days are less than 90, a new planned purchase order is generated. If positive days are greater than 90, no planned purchase order is generated. However, current inventory levels of the item are no longer available for new sales orders.

Note Note

If you use automatic reservation when you create sales orders, or manual reservation later, values in the field are not considered in master scheduling.

Select a main warehouse from which to restock your current warehouse. To activate this field, select the option in the field.

If minimum on-hand stock fluctuates seasonally, you can specify a minimum key to adjust the minimum inventory level accordingly. View the results on the tab.

You can set up the minimum key in the form.

If maximum on-hand stock fluctuates seasonally, you can specify a maximum key to adjust the maximum inventory level accordingly. View the results on the tab.

You can set up the maximum key in the form.

Select the date or the time frame for which the inventory level must meet the quantity specified in the field. This list is used when you select in the list.

Master scheduling calculates net requirements (in this order of priority: sales orders, production orders, transfer orders, minimum quantity) and generates planned orders accordingly.

The options are:

  • – The specified minimum quantity is met on the date that master scheduling is run.

  • – The specified minimum quantity is met on the date that master scheduling is run plus the delivery or production time, including any safety margins.

    Note Note

    If the item carries a trade agreement, and the check box is selected in the form, the delivery lead time from the trade agreement is not taken into account. Lead times are taken from the item coverage settings or from the item.

  • – The specified minimum quantity is met on the date of the first issue that is scheduled during the time period that is specified in the field.

  • – The specified minimum quantity is met within the time period that is specified in the field.

Select this check box to fulfill the minimum inventory level for all the periods that are set up for the minimum key. If the check box is cleared, minimum inventory is fulfilled for the relevant period.

Select this check box to override the default purchase lead time for the coverage dimension on the item.

For more information, see About planned purchase order lead times.

Select this check box to override the default production lead time for the coverage dimension on the item. This option is used when an item has no associated route.

Select this check box to override the default transfer lead time on the warehouse associated with the item.

Specify the lead time for purchases in days. This field is available when you select the check box.

Specify the lead time for production in days. This field is available when you select the check box.

Specify the lead time for transfers in days. This field is available when you select the check box.

Select this check box to count planned purchase order lead times in workdays. Workdays are open days in a current calendar.

For planned purchase orders, master scheduling uses a calendar based on this priority sequence:

  1. The calendar attached to the vendor

  2. The calendar attached to the item coverage group

  3. The calendar attached to the warehouse

Select this check box to count planned production order lead times in workdays.

For planned production orders, master scheduling uses a calendar based on this priority sequence:

  1. The calendar attached to the item coverage group

  2. The calendar attached to the warehouse

Select this check box to count planned transfer order lead times in workdays.

For planned transfer orders, master scheduling uses a calendar based on this priority sequence:

  1. The calendar attached to the item coverage group

  2. The calendar attached to the warehouse

Specify the factor by which the minimum inventory is multiplied in the current period.

Example

The specified minimum quantity is 10. During September you apply a minimum key with a factor of 0.50. The revised minimum inventory is calculated as 5. A factor of 2.00 gives a minimum inventory of 20. A factor of 0.00 gives a minimum inventory of 0.00.

See Also