AIM

BR.100APP OPM PROCESS

PLANNING APPLICATION SETUP
<Company Long Name>
<Subject>

Author:

<Author>

Creation Date:

July 26, 1999

Last Updated:

July 26, 1999

Document Ref:

<Document Reference Number>

Version:

DRAFT 1A

Approvals:
<Approver 1>
<Approver 2>

BR.100App OPM Process Planning Application Setup

Doc Ref: <Document Reference Number>

July 26, 1999

Document Control
Change Record
5

Date

Author

Version

Change Reference

26-Jul-99

<Author>

Draft 1a

No Previous Document

Reviewers

Name

Position

Distribution

Copy
No.

Name

Location

1
2
3
4

0Library Master
1
2

0Project Library
1Project Manager
2

Note To Holders:
If you receive an electronic copy of this document and print it out, please
write your name on the equivalent of the cover page, for document
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<Subject>
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BR.100App OPM Process Planning Application Setup

Doc Ref: <Document Reference Number>

July 26, 1999

Contents

Document Control.........................................................................................
Application Set Up Control Sheet - Common Set Up Forms...........................
PP: Set Up Plant - Warehouse/Item...............................................................
PP: Set Up MPS Schedule.............................................................................
PP: Set Up MRP Schedule.............................................................................
PP: Set Up Shop Days...................................................................................
PP: Set Up Shop Calendar............................................................................
PP: Set Up Warehouse Rules........................................................................
PP: Set Up Production Rules.........................................................................
PP: Set Up Warehouse Transfer Rules...........................................................
PP: Set Up User Planning Classes.................................................................
PP: Set Up Resources...................................................................................
PP: Set Up Plant -Resources.........................................................................
PP: Set Up Alternate Resources....................................................................
PP: Set Up Sequence-Dependent Relationship.............................................
PP: Set Up Sequence-Dependent Classes....................................................
PP: Set Up Resource Classes........................................................................
PP: Set Up Routings......................................................................................
PP: Set Up Operations..................................................................................
Open and Closed Issues for this Deliverable.................................................
Open Issues.............................................................................................
Closed Issues...........................................................................................

<Subject>
File Ref: 279952160.doc

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Doc Ref:

Application Set Up Control Sheet - Common Set Up Forms

Environment Name:

Process Planning Setup

Machine:

Responsibility

Type (definition, execution,

both):
Due Date

QA Responsibility

QA Due Date

Signature Approval

Set Up Plant-Warehouse
Set Up MPS Schedule
Set Up MRP Schedule
Set Up Shop Days
Set Up Shop Calendar
Set Up Warehouse Rules
Set Up Production Rules
Set Up Transfer Rules
Set Up User Planning Classes
Set Up Resources
Set Up Plant-Resources
Set Up Alternate Resources
Set Up Seq Dependent
Set Up Seq Dependent Classes
Set Up Routings
Set Up Operations

File Ref: 279952160.doc

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Doc Ref:

PP: Set Up Plant - Warehouse/Item

Navigation Path (OPM Process Planning:MPS:Setup:Plant-Warehouse)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Plant/Warehouse/Item Associations.

Date:
<Date>
Process Owner:
<Process Owner>

<Plant/Warehouse/Item Relationships>
Enter plant name for warehouse association here.
Plant:

<Plant/Warehouse/Item Relationships>
Use this area to define item / warehouse relationship information.
Warehouse

File Ref: 279952160.doc

Consumption
(Yes / No)

(v. )

Replenishment
(Yes / No)

Warehouse Item

Description

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Doc Ref:

PP: Set Up MPS Schedule

Navigation Path (OPM Process Planning:MPS:Setup:Schedule)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter the MPS Schedule Parameters.

Date:
<Date>
Process Owner:
<Process Owner>

<MPS Schedule >

Enter general planning schedule information here.
Organization
Schedule
Description

<Indicators>
Make To Stock
Include/ Exclude

Make To Order
Include/Exclude

Unreleased Blanket Order

Include/Exclude

Blanket Order Suggestion

Yes/No

Active Indicator
Active/Inactive

<Time>
Inner

Outer

MRP Horizon

Days

Weeks

Months

Quarters

<MPS Schedule Parameters Detail>

Enter detailed planning schedule information here.
Org
n

Calendar

File Ref: 279952160.doc

Calendar Description

(v. )

Inner Fence

Outer Fence

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Doc Ref:
Org
n

Calendar

File Ref: 279952160.doc

Calendar Description

(v. )

Inner Fence

Outer Fence

Document Control
Company Confidential - For internal use only

ii

Doc Ref:

PP: Set Up MRP Schedule

Navigation Path (OPM Process Planning:MRP:Setup:Schedule)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter the MPS Schedule Parameters.

Date:
<Date>
Process Owner:
<Process Owner>

<MRP Schedule >

Enter general planning schedule information here.
Organization
Schedule
Description

<Indicators>
Make To Stock
Include/ Exclude

Make To Order
Include/Exclude

Unreleased Blanket Order

Include/Exclude

Blanket Order Suggestion

Yes/No

Active Indicator
Active/Inactive

<Time>
Inner

Outer

MRP Horizon

Days

Weeks

Months

Quarters

<MRP Schedule Parameters Detail>

Enter detailed planning schedule information here.
Org
n

Calendar

File Ref: 279952160.doc

Calendar Description

(v. )

Inner Fence

Outer Fence

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Company Confidential - For internal use only

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Doc Ref:
Org
n

Calendar

File Ref: 279952160.doc

Calendar Description

(v. )

Inner Fence

Outer Fence

Document Control
Company Confidential - For internal use only

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Doc Ref:

PP: Set Up Shop Days

Navigation Path (OPM Process Planning:MRP:Setup:Shop Day)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Shop Days.

Date:
<Date>
Process Owner:
<Process Owner>

<Shop Days>
Use this area to define shop days and descriptions.
Shop Day

Description

File Ref: 279952160.doc

(v. )

Shift

Start Time

End Time

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Doc Ref:

PP: Set Up Shop Calendar

Navigation Path (OPM Process Planning:MRP:Setup:Shop Calendar)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Shop Calendar

Date:
<Date>
Process Owner:
<Process Owner>

<Shop Calendar>
Use this area to define shop calendar parameters here.
Calend
ar

Description

File Ref: 279952160.doc

Activ
e Ind

(v. )

Sunday
Shop Day
Code

Monday
Shop Day
Code

Tuesday
Shop Day
Code

Wednesday
Shop Day
Code

Thursday
Shop Day
Code

Friday
Shop Day
Code

Saturday
Shop Day
Code

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Doc Ref:

PP: Set Up Warehouse Rules

Navigation Path (OPM Process Planning:MRP:Setup Warehouse Rules:)
<Company Short Name>: Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Warehouse Rules.

Date:
<Date>
Process Owner:
<Process Owner>

<Warehouse Rules>
Use this region to review and establish Warehouse and Warehouse Rules for Items.
Purchasing Rules

Item

Whs
e

Safe
ty
Stoc
k

File Ref: 279952160.doc

Reorde
r Point

(v. )

Days
Suppl
y

Type
L,
M, E

Mi
n
Qty

Max
Qty

Std
Qty

Resche
d
Period

Fixe
d LT

Sourc
es
Var LT

Inne
r
Fenc
e

Oute
r
Fenc
e

Purchas
e
/
Produce/
Transfer

Physical
Classes
ABC
Ran
k

Cou
nt

Inventory
Classes
Cou
nt
Date

GL

Shi
p

Freigh
t

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Doc Ref:

PP: Set Up Production Rules

Navigation Path (OPM Process Planning:MRP:Setup:Production Rules)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Production Rules.

Date:
<Date>
Process Owner:
<Process Owner>

<Production Rules>
Use this region to review and establish Production Rules for Items.
Reorder
Rules
Item

Organizati
on

File Ref: 279952160.doc

L/L,
Man,
EOQ

(v. )

Quantity

Min
Qty

Max
Qty

Lead Time Period

Std
Qty

Resche
d
Period

Fixed
LT

Variable
LT

Lead Time

Contiguous
NonContiguous

Inner
Fence

Outer
Fence

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Doc Ref:

PP: Set Up Warehouse Transfer Rules

Navigation Path (OPM Process Planning:MRP:Setup:Warehouse Transfer Rules)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Warehouse Transfer Rules.

Date:
<Date>
Process Owner:
<Process Owner>

<Warehouse Transfer Rules>

Use this region to review and establish Warehouse Transfer Rules for Items.
Time Period (Days)

Source
Warehou
se

Target
Warehou
se

File Ref: 279952160.doc

Item

(v. )

Fixed
LT

Variabl
e LT

Inner
Fence

Transfer Quantity

Outer
Fence

Min
Qty

Max
Qty

Std
Qty

Reorder
Rule

Transfer
Type

L/L,
Man,
EOQ

Full, FullForce,
Part.

Preferen
ce

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Doc Ref:

PP: Set Up User Planning Classes

Navigation Path (OPM Process Planning:MRP:Setup:User Planning Class
<Company Short Name> Process:Planning

Business Area:
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter or Review Inventory Planning Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<User Planning Classes>

Enter planning classes and descriptions here.
Classes

Description

File Ref: 279952160.doc

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Doc Ref:

PP: Set Up Resources

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Resources)
<Company Short Name> Process:
Business Area:
Formulation
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Resources.

Date:
<Date>
Process Owner:
<Process Owner>

<Resources>
Enter resource specific information here.
Resource

Description

File Ref: 279952160.doc

(v. )

Std UOM

Resource Class

Cost Component
Class

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PP: Set Up Plant -Resources

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Plant-Resources)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter the MPS Schedule Parameters.

Date:
<Date>
Process Owner:
<Process Owner>

<Plant-Resources>
Enter general planning schedule information here.
Organization
Resource
Group Resource
Assigned Quantity
Available Use/Daily

Usage Unit of Measure

Nominal Cost
Inactive
Capacity Range

To

Ideal Capacity

File Ref: 279952160.doc

Fro
m
Unit of Measure

(v. )

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Doc Ref:

PP: Set Up Alternate Resources

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Alternate Resources)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Alternate Resources.

Date:
<Date>
Process Owner:
<Process Owner>

<Alternate Resources>
Enter alternate resources here.
Resource

Alternate Resource

File Ref: 279952160.doc

(v. )

Factor for Runtime

Factor for Setup

Factor for Post-operation

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PP: Set Up Sequence-Dependent Relationship

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Seq Dependent)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Perform Sequence-Dependent Setup.

Date:
<Date>
Process Owner:
<Process Owner>

<Sequence-Dependent Setup>
Enter sequence dependents specifics here.
Operation

From Class

To Class

Setup Time

From Item

To Item

Setup Time

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Doc Ref:

PP: Set Up Sequence-Dependent Classes

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Seq. Dependent

Classes)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Sequence-Dependent Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Sequence-Dependent Classes>
Enter sequence dependent classes and their descriptions here.
Sequence-Dependent
Class

File Ref: 279952160.doc

Description

(v. )

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Doc Ref:

PP: Set Up Resource Classes

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Resource Classes)
<Company Short Name> Process:
Business Area:
Planning
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Resource Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Sequence-Dependent Classes>
Enter resource classes and their descriptions here.
Resource Class

File Ref: 279952160.doc

Description

(v. )

Document Control
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ii

Doc Ref:

PP: Set Up Routings

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Routings)
<Company Short Name> Process:
Business Area:
Formulation
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Routings.

Date:
<Date>
Process Owner:
<Process Owner>

<Routings Header>
Enter general routing information here.
Routing
Number

Routing
Version

Description

Routing Class

Routing
Quantity

UOM

<Routings - Detail >

Enter routing detail information here.
Step

Operation

File Ref: 279952160.doc

(v. )

Description

Step
Quantity

UOM

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Doc Ref:

PP: Set Up Operations

Navigation Path (OPM Process Planning:Capacity Planning:Setup:Operations)
<Company Short Name> Process:
Business Area:
Formulation
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Operations.

Date:
<Date>
Process Owner:
<Process Owner>

<Operations Header>
Enter Operations, descriptions and the corresponding classes here.
Operation

Description

Operation Class

Process Qty UOM

<Resource Details - Scheduling Information>

Enter operation detail scheduling here.
Resource

Activity

Plan Type
(Primary, Secondary,
Auxiliary)

Count

Offset

Scale Type
(Linear, Fixed)

<Resource Details - Throughput>

Enter operation detail throughput here.
Resource

Activity

Process Quantity

Unit of Measure

Usage Quantity

Unit of Measure

<Resource Details - Cost Information>

Enter operation detail cost information here.
Resource

File Ref: 279952160.doc

Activity

(v. )

Cost Analysis Code

Component Class Code

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Resource

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Activity

(v. )

Cost Analysis Code

Component Class Code

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Open and Closed Issues for this Deliverable

Open Issues
ID

Issue

Resolution

Responsibility

Target Date

Impact Date

Resolution

Responsibility

Target Date

Impact Date

Closed Issues
ID

Issue

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