imm material planning

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IFS APPLICATIONS Training Material

Material PlanningIntegrated Materials Management DepartmentAccessories DivisionHindustan Aeronautics Limited, Lucknow

Training Material -Lucknow Division {Page 1 of 13}


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CONTENTS

1. Introduction to ERP ............................................................................................................. 3

2. Introduction to IFS ............................................................................................................... 4

3. IFS Navigation ..................................................................................................................... 6

4. Creation of Inventory Purchase Part ................................................................................. 7

5. Creation of Non-Inventory Purchase Part ......................................................................... 8

6.Supplier for Purchase Part .................................................................................................. 9

6. Creation of Basic Data for Material Purchase Request (MPR) ............................. ........ 10

7a.Creation of Material Purchase Request (MPR) ....................................................... ..... 10

7. Creation of MPR by DSPG (Demand Supply Planning Group) .................................... 12

8. Material Co-ordination against Shop Order .................................................................. . 13

9. Material Co-ordination against Customer Order ........................................................... 13



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1. Introduction to ERP

ERP (Enterprise Resource Planning Systems) comprises of a commercial software

package that promises the seamless integration of all the information flowingthrough the company Financial, Manufacturing, Human Resources, Supplychain and Customer information

Building a single software program that serves the needs of people from top tobottom who are involved in the Business process, each of those departmentstypically has its own computer system optimized for the particular ways that thedepartment does its work. But ERP combines them all together into a single,integrated software program that runs off a single database so that the variousdepartments can more easily share information and communicate with eachother.

Factors that is critical for the success of the ERP implementation

Commitment from all level of managementParticipation and dedication of the systems future usersERP brings in a big Cultural Change Adoption to the changes by all theusers including gross root levelBacking support and cooperation of the IT personnelDevelopment of interfaces with current operational systems and withthose under developmentSpirit and collaboration on the part of all

Benefits of ERP system

Integration of Business ProcessOn-line/real time information throughout all the functional areas of anorganizationData standardization and accuracy across the enterprise

Best-practices" included in the applicationsThe efficiency they force an organization to undertakeReduces the Paper workReduction of Lead-Time

Improved Resource utilization.Homogenizes the organization processTotal Transparency and information leads to better external and internalcommunicationOptimum Inventory management.



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Kobian Singapore Retail & Distribution of Accessories



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4. Creation of Inventory Purchase Part

Inventory Part creation is the first step to register the part in theIFS system to proceed further for doing all types of activities / transaction

All the Parts which are to be Received / Stored / Issued should becreated as a master in the Inventory PartRecords of all inventory parts are created and maintained in the

Inventory Part window

Menu path:-

Distribution Inventory/Inventory Part/Inventory Part S.

No.Section /

TabActivity Steps. Reference

1 Header 1 Press New Button -

2 Enter the Part No -3 Enter the Part Description -

2 General 1 Select the appropriate Part Type(Purchased)Or Purchased(RAW)Drop Down

2 Select the Department in Planner field LOV3 Select the U/M LOV4 Select the Asset Class LOV5 Select the Accounting Group LOV6 Select the Product Family LOV7 Enter Mat code in Dim- quality -8 Enter the spec in type designation field -

9 Choose the Part Status as 1 for an Active partand 0 for an inactive part-

3 DefaultLocations 1Press New Button -

2 Select the Default Picking Location LOV3 Save -

4 Acquisition 1 Enter Lead time in Purchase lead time field incase the Part type is Purchased or inManufacturing Lead time field in case the part

type is Manufactured

-

5 RMB>Part-

CatalogTracking /Alternate

Parts

> Inventory Part Header >> RMB >> PartCatalog. (Part Catalog screen opens.)

RMB



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S.No.

Section /Tab

Activity Steps. Reference

1 In the Parts Catalog General screen Tick

Inventory Serial Tracking and After DeliverySerial Tracking Check box if the part need tobe serially tracked

-

2 On the Parts Catalog screen, Go To TabAlternate Parts.

-

3 Choose the relevant part no. in the fieldAlternate Part No.

LOV

4 Ensure that the Fully Interchangeable flag ischecked. It comes checked by default.

-

5 Save and close the given screen. -6 Back on Inventory Parts Screen, Go To Tab

Alternate Parts.

-

7 Refresh screen (Press Shift+F5). The alternateinventory part has been linked.

-

5. Creation of Non-Inventory Purchase Part

Menu path:-

Distribution Purchasing/Purchase Part/Purchase Part S.

No.Section /


1 Header 1 Press New Button -2 Enter the Part No -3 Enter the Part Description -

2 General 1 Select the Default Purchase U/M LOV2 Select the Buyer ID LOV3 Select the Purchase Group LOV

4 Save -5 Punch in the detailed description of the part inthe field Long Description

-

6 Save

Menu path:-

Distribution Purchasing/Purchase Part/Purchase Parts(Inventory Non-Manufactured Parts)



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S.No.

Section /Tab


1 1 As soon as Inventory part is created Purchasepart is automatically created.-

2 This can be confirmed by checking tickedcheck box of Inventory part -

6.Supplier for Purchase Part

Menu path:-

Distribution Purchasing/Purchase Part/Supplier for Purchase Part

S.No.

Section /Tab


1 Header 1 Press New Button -2 Enter the Part No LOV3 Enter the Supplier No LOV4 Save -

2 General 1 Press New Button -2 Select the Purchase Unit LOV

3 Enter the Conversion Factor -4 Enter the Price -5 Select the Price Unit LOV6 Enter the Price Conversion Factor -7 Enter the Supplier Part No if any -8 Enter the Supplier Part Description if any -9 Select the primary vendor -

10 Save -

Note : Conversion factor is calculated as 1 purchase unit is how manyunits of Inventory unitEg : Purchase Unit is kg

Inventory unit is RDMAnd 1 KG =10 RDMThen 10 is the conversion factor

Then 2 Kg is 20 RDM

10 is the conversion factor



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6. Creation of Basic Data for Material Purchase Request(MPR )

Menu path:-

Distribution Purchasing/Basic Data for PurchasingS. No. Section /


1 Requisitioners 1 Press new Button -2 Select the Requisitioner ID LOV3 Enter the Department -4 Save the data -

2 Buyers 1 Press New Button -

2 Select Buyer code(The buyer code LOV3 Save

7a.Creation of Material Purchase Request (MPR)

Purchase Requisition is an authorization to the purchasing department topurchase specified materials in specified quantities within a specified time.It represents identified requirements of a part and is a proposal to the buyerwhen creating the Purchase Order. It is a request to purchase, and not a

commitment to buy.

Menu Path : -Distribution Purchasing/Purchase-Requisition/PurchaseRequisition screen.

S.No.

Section /Tab


1 Header 1 Press new Button -2 Select the site LOV

3 Select the Prefix LOV4 Select the Order Code0-Tender1-Normal Code6-External Service Order

LOV

5 Save the PR -2 Part

RequisitionLines

1 Click on the Lines of MPR and Press New -2 Select the Part No LOV3 Enter the Quantity -4 Enter the Wanted receipt date -5 Enter the Supplier LOV



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S.No.

Section /Tab


6 Check the Conversion factor and the Price -7 Save the Line -

8 Highlight Part Req Line >>RMB>>Pre-postingand then select Project Class and Store No.

RMB

9 In Order code-6 also enter Ownername,Ownership,External Service type, SerialNo, Lot batch No.

LOV

7 Save the Line -8 Highlight Part Req Line >>RMB>>Pre-posting

and then select Project Class and Store No.RMB

10 Click on MPR Header >> RMB >> Budget(IFAPPLICABLE)

RMB

11 Press New Button -12 Select the appropriate Budget Code LOV13 Save & Close the Budget Window -14 Click on MPR Header >> RMB >> Release RMB

-3 No Part

RequisitionLines -Non-Coded Parts

1 Click on the Lines of MPR and Press New -2 Insert the Part Description / Service/ AMC -3 Enter the Quantity -4 Enter the Wanted receipt date -5 Enter the Supplier LOV6 Enter the Purchase Group LOV7 Save the Line -8 Highlight Part Req Line >>RMB>>Pre-posting

and then select Project Class and Store No.RMB

10 Click on MPR Header >> RMB >> Budget RMB11 Press New Button -12 Select the appropriate Budget Code LOV13 Save & Close the Budget Window -

14 Click on MPR Header >> RMB >> Release RMB

4 MPRAuthorization

1 Highlight Authorization line >> RMB >>Authorize-If applicable

RMB

5Purchase

RequisitionAmendment

1 Click on MPR Header >> RMB >> Create newrevision.

RMB

2 Do necessary amendment and then Click onMPR Header >> RMB >> Release

RMB

3 Highlight Authorization line >> RMB >>Authorize

RMB



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S.No.

Section /Tab


6

PurchaseRequisition

Cancellation

1 If you want to cancel only MPR line thenHighlight Req line >> RMB >> Cancel

Requisition Line

RMB

2 If you want to cancel whole MPR then ClickMPR Header >> RMB >> Cancel Requisition

RMB

7. Creation of MPR by DSPG (Demand Supply Planning Group)

Menu Path: -Configure and Make to Order Dynamic Order ProcessingPurchase Proposal for DSPG Purchase Requisition for Proposal.

S.No.

Section /Tab


1 Header 1 Query for the DOP No or Requisition No orPopulate

Query/Populate

2 Highlight the Requisition Nos to be combined>>RMB>>Generate Purchase Proposal

RMB

Requisition to Purchase Proposal Parameters3 Click on the Proposal Prefix field -4 Click on the List -

5 Highlight the line of Prefix -6 Press Ok -7 Lines Highlighted will vanish away -

Configure and Make to Order Dynamic Order Processing Purchase Proposal forDSPG Purchase Proposal

8 Populate Populate9 In Proposal Id select the last proposal id from

the drop downDrop Down

10 Select the Requisition Prefix LOV12 Highlight the line -

13 Press Ok -14 Select the Order code LOV15 Select the Requisitioner Code LOV16 Save -17 Select the Header>>RMB>>Release -18 Select the Header>>RMB>>Approve -19 It will create new revision -20 Requisition No will be displayed in the

Requisition no field-

21 Copy the requisition no and query for thisrequisition no in the Distribution Purchase

Query



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S.No.

Section /Tab


requisition Purchase Requisition

8. Material Co-ordination against Shop Order

Menu path:-

MRO Exe- MRO Manufacturing MRO Manufacturing execution-MROShop Order

S.No.

Section /Tab


1

Material 1 Select the line -2 RMB -3 Select Manual Reservations -4 Press New on the new screen -5 Select the location, Lot batch against which

material is to be reservedLOV

6 Enter the quantity assigned- Save -7 Check for the status of material in the

material tab to be in reserved status

9. Material Co-ordination against Customer Order

Manufacturing / Distibution :: Customer Orders Customer OrdersCustomer Order

S.No.

Section /Tab


1 Order Lines 1 Select the line -2 RMB -3 Select Manual Reservations -4 Go to the line level -5 Enter the required quantity -6 Save -


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