Production Planning Questionnaire: 1 Enterprise Structure
Production Planning Questionnaire: 1 Enterprise Structure
Production Planning Questionnaire: 1 Enterprise Structure
1 Enterprise Structure
1.1 Plants
A plant is an organizational unit that represents a production facility, warehouse, sale office, or distribution center. In addition, MRP is executed separately for each plant.
Yes Yes
No
No
Material BOM Equipment BOM Functional location BOM Document structure Sales Order BOM
Yes
No
Phantom assembly off: you control how an assembly with the Phantom assembly is exploded. Phantom in planning: no dependent requirements are produced for materials, and the materials are not planned. Collective order off: used to control how assembly collective orders are exploded. (A collective order is a structure of planned or production orders linked over several manufacturing levels.) Long term planning off: allows you to simulate materials planning, in parallel to operational materials planning, across all low-level codes. This means that you can use the current bills of material to determine the effects of a planned production program on the material requirements and the capacity load. Individual/collective requirements: planning for dependent requirements. This controls whether individual or collective customer requirements planning is allowed for dependent requirements.
Yes
No
2.1.10
Are there several alternative BOMs for one material (different production processes or proportions of quantities), or is this situation planned for the future? Are there BOM items that are not kept in stock, but are externally produced for orders? What are your requirements for administering BOMs (copy functions, mass changes, and so on)?
2.1.11 2.1.12
Yes
No
Yes
No
Scheduling Capacity planning Costing External processing Completion confirmation (whether the operation is confirmed) Printing of time tickets
2.2.10
If you are using the HR module in SAP or if you are not planning to maintain wages or salaries of your employees, skip this question. The wage and salaries of employees can be calculated based the wage type (e.g., hourly, salary and bonus) What wage type(s) do you maintain at your company? In the SAP system, performance efficiency rates are used in costing and in capacity planning. What are the expected efficiency rates that typically occur at several work centers in your company? (e.g., 90, 100, or 110%)
2.2.11
company.
2.2.14
Using the table below, indicate what shift definition(s) are common for several work centers at your company. Shift Description Start (e.g.)Day1 Normal Day 08:00:00
Finish 16:00:00
Break Noon
2.2.15
Indicate the work center formula(s) that you use in the following areas. (e.g., Machine Requirements = Machine* Operation Qty. / Base Qty.) Setup time Machine time Labor time Setup Requirements Machine Requirements Labor Requirements
2.3 Routing
2.3.1 If you choose not to use the number range
assignment in SAP, list your number range(s) for internal and/or external routings.
Finished products: materials that are produced and sold to the customer Semi-finished products: materials that can be sold to the customer, or used in a higher assembly Trading goods: materials that you buy and sell without any manufacturing Configurable material: the selectable items form a BOM that are used to make a Finished product in various combinations. (i.e., a car) Non-stock material: material that you buy and track qty., but in value is not kept. Raw material: material you buy to produce something with
Scheduling Costing Inspection characteristics Print operation External Processing Automatic goods receipt Capacity Planning Time tickets Rework Confirmation Print Confirmation
Yes No
Yes No
3.1.2.1
Yes No
3.2 Functions
3.2.1 Will sales quantities be transferred from the R/3
Sales Information System (SIS)? Yes No Direct from the sales plan From the sales plan as a proportion of the product group of which it is a member Direct from the production plan From the production plan as a proportion of the product group of which it is a member From an Information Structure
Yes No
4 Master planning
4.1 Planning Strategy
4.1.1 What type(s) of Planning Strategies are used
your company? (e.g., make-to-stk., make-toorder, repetitive, etc.)
Yes No
4.2 MPS
4.2.1 What individuals or groups of individuals will
be responsible for the monitoring of material availability (MPS)? Identify the materials that will be managed by each individual or group.
Yes No
phantom assembly production in an alternative plant external reservation (withdrawal from an alternative plant) independent requirements
Yes No
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5.1.10
utilized?
5.1.11
Will the proposed lot-sizes for any materials need to be adjusted to match the deliverable/transportable units? For example, a material can only be delivered in crates of 10 pieces. Should the system continue to utilize the backward scheduling procedure even when a planned start date lies in the past? What is the maximum number of days allowed between MRP runs? Will R/3 be interfaced to an external assembly cord system?
Yes No
5.1.12
Yes No Yes No
5.1.13 5.1.14
5.1.15
Will the hardware system environment allow the splitting of the MRP planning run process among multiple R/3 application servers?
Yes No
6 Production Orders
6.1 Master data
6.1.1 Define order types
6.1.1.1 Do you use order settlement (planned vs.
actual) for production orders? Yes No
6.1.1.3
Define the length and format of your production order numbering scheme. processed automatically or manually?
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Yes No
Yes No
Order Status Operation Status Material Status Production Resources Tool (assigned to an operation, e.g., tools, jigs and fixtures, inspections, devices and drawings)
6.1.1.9
Good receipt for a purchase order Good receipt for a completed order Planned goods issue Unplanned goods issue
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Scheduling External processing Capacity planning Printing shop papers Inspection characteristics Costing Automatic goods receipt Processing of confirmations
Yes No
Yes No
Yes No
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6.2 Operations
6.2.1 Select which criteria you use for routing
selecting. When creating a routing using the copy function At the time of order creation (prior to release) During scheduling During costing
Yes No
6.2.3 If yes, what type of criteria will you use? 6.2.4 Availability check
How do you process availability checks for material/components when creating production orders? Select where applicable.
All material must be available prior to creating/releasing order Create/release with shortages (not all material available) User decides on whether to release Check material in groups (grouping material based on material and/or MRP type) Material quantities confirmed in the availability check are to be locked Check ATP quantities Check accumulated ATP quantities Take into account replenishment lead time Take into account stock categories Take into account purchase requisitionsMRP Take into account purchase orders-MRP Take into account planned orders-MRP
Yes
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No Forwards Backwards Only capacity requirements Current dates (The system schedules backwards from the basic date and then forward from the current date.)
Yes No Yes No
Float before production: This is the time between the order start date and the schedule start date. Float after production: This is the time between the order finish date and the scheduled finish date. Release period: Number of working days in the release period of an order.
Yes No
Yes No
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Check dates Logs only warning messages or information messages Goods movement system to display all components assigned to the operation. Variances: Scrap on a quantity basis Excess consumption of activities Longer execution time
6.2.14
Price control (standard cost) delivered quantity is valuated with the standard cost. The difference between inventory valuation and credit posting to order is posted to the cost differences. Moving average cost.
7 Kanban
7.1
Will any stock points be situated directly at the production line or work center(s)? If yes, how many are there are how and they identified/named? Yes No
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8 Repetitive Manufacturing
8.1 Basic Settings
8.1.1 Define number ranges for run schedule headers
If you choose not to use the predefined number ranges in SAP, list your number range(s) for run schedule headers.
The data and costs incurred in production are assigned to the run schedule header and are settled. All the costs incurred in production are assigned to the cost collector where they are settled. (Production orders are not required.)
Automatically, when creating the run schedule header Manually, in the CO system.
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Activities are automatically backflushed to the cost collector Discrepancies in backflushing are corrected manually The withdrawal of an item with a discrepancy is refused Master plan is reduced after a goods receipt Planned orders are recreated when reversing a backflush Reporting points for backflushes Goods receipt is automatically posted at the last reporting point backflush Goods receipt and a goods issue is posted when backflushing Only post goods receipt
8.2 Planning
8.2.1 Define planning periodicity
Select which planning period or buckets your organization uses when creating a run schedule header. (A run schedule header is an order in repetitive manufacturing for the production of finished products or semi-finished products that are produced on a repetitive basis over a longer period). Day Week Month Posting period
via the planning table (spreadsheet format) via the graphic table that you access via the planning table
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Yes No
withdrawal of unrestricted stock-use stock withdrawal of consignment stock withdrawal of pipeline material
goods receipts goods issue scrap by-products movements referring to individual customer orders
full settlement settlement by period specifies variance calculation is done out by period cost collector is created automatically by the system, no search is required use search strategy to define which cost collector is used. If selected, choose one option below: on material is settled to one cost collector one material and one production version are settled using several cost collectors
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