Menu Path: Purchasing Distribution Resource Planning Summary DRP Management
Manage the Distribution Resource Planning schedule for multiple products.
Use Summary DRP Management to manage requirements and create orders to satisfy planned receipts. A summarized schedule for a selected grouping of products is displayed to allow buyers to review and order time-phased product requirements. To review the schedule details, you can double-click to the Schedule Management tab of Product DRP Management.
Note You can set up default display settings for Summary DRP Management in Summary DRP Management Defaults.
Summary DRP Management has the following tabs:
Tab |
Purpose |
Select filter, sequence, and data options. |
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Select additional product filters. |
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Select row and product display and summarization options. |
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View the selection list. |
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View totals based on the details displayed on the Planned Receipts tab. |
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View summary information based on the Summarize by option selected on the Display tab. |
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Use the Goal Seek feature to create purchase orders based on supplier goal seek rules. For more information, see Using Goal Seek. |
Button |
Description |
Exit |
Click this button to close the Summary DRP Management window. |
Show Data |
Click this button to display DRP information on the Planned Receipts tab based on the selected criteria. |
Apply Options |
Click this button to quickly change the data displayed on the Planned Receipts tab based on changes made in the Row Display Options section on the Display tab. This bypasses the full (longer) processing that happens when you click Show Data. Note This button is only enabled after you display data on the Planned Receipts tab and is disabled if options on the Display tab are changed other than the options in the Row Display Options section. The Show Data button needs to be used to display those changes. |
Create Planned Receipts |
Click this button to create actual planned receipts for the products displayed on the Planned Receipts tab. This can also be performed in Actual Planned Receipt Create. This button works with all types. Note Even though kits are not inventory-tracked (no on-hand quantities of a kit), you still need to create actual planned receipts so that the respective kit component parts display in the Remaining Dependent Forecast row on the DRP Schedule Management tab in Product DRP Management. |
Show Goal Seek Options |
Click this button to display supplier goal seek rules based on the selected criteria. This button is only available if the Purchase tab is displayed. |
Calculate Goal Seek |
Click this button to calculate recommended purchase quantities based on the displayed supplier goal seek rules. This button is only available if the Purchase tab is displayed. |
Create Work Orders |
Click this button to display Create Work Orders, which allows you to create work orders for products with actual planned receipts. This button is only available if the Bill of Material radio button is selected on the Selection tab and the Planned Receipts or Totals tab is displayed. Note After work orders are created, the actual planned receipts are decreased to zero and the On Order row in the Total Expected Supply section on the DRP Schedule Management tab in Product DRP Management is increased by same quantity. |
Create Blanket Orders/Releases |
Click this button to display Create Blanket Purchase Orders/Releases, which allows you to create blanket purchase orders and releases for products with actual planned receipts. This button is only available if the Location Purchase or Consolidated Purchase radio button is selected on the Selection tab and the Planned Receipts or Totals tab is displayed. This button is only enabled if you are allowed to create purchase orders. Note After blanket purchase orders are created, the actual planned receipts quantity decreases to zero, and the quantity in the Add: Releases row in Product DRP Management increases. |
Create Purchase Orders |
Click this button to display Create Purchase Orders or Create Purchase / Work / Transfer Orders, which allows you to create purchase orders for products with actual planned receipts. This button is only available if the Location Purchase radio button is selected on the Selection tab and the Planned Receipts, Totals, or Purchase tab is displayed. This button is only enabled if you are allowed to create purchase orders. Note After purchase orders are created, the actual planned receipts are decreased to zero and the Unordered Purchase Orders row in the Total Expected Supply section on the DRP Schedule Management tab in Product DRP Management is increased by the same quantity. After the purchase order is ordered, this quantity is then moved to the On Order row. |
Create Consolidated Purchase Orders |
Click this button to display Create Consolidated Purchase Orders, which allows you to create consolidated purchase orders for products with actual planned receipts. This button is only available if the Consolidated Purchase radio button is selected on the Selection tab and the Planned Receipts or Totals tab is displayed. This button is only enabled if you are allowed to create purchase orders. |
Create Transfer Orders |
Click this button to display Create Transfer Orders, which allows you to create transfer orders for products with actual planned receipts. This button is only available if the Transferred Items radio button is selected on the Selection tab and the Planned Receipts or Totals tab is displayed. Note After transfer orders are created, the actual planned receipts are decreased to zero and the Transfer Pending (for the receiving location) and Satellite Location Transfer (for the sending location) rows in the Total Expected Supply section on the DRP Schedule Management tab in Product DRP Management are adjusted by the same quantity. |
Container Type Maintenance |
Click this button to display Container Type Maintenance, which allows you to view information for the container type for the selected goal seek rule. This button is only available if you click the Purchase tab, and only enabled if you select a goal seek rule set up for a container type in the Goal Seek Options grid. |
Production Forecast |
Click this button to export production forecast information to an Excel file based on the selected criteria. The Excel file can then be modified to include other information for your supplier, such as subtotals and totals. This button is only available if you click the Purchase tab. |
Field or Button |
Description |
Select one of the following options:
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Select this check box to display DRP information for all suppliers. This check box is selected by default. This check box is only enabled if you select the All, Bill of Material, Kits, Location Purchase, or Consolidated Purchase radio button. |
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Enter a supplier code for which to display DRP information, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box, and have not used the List button to select multiple suppliers. |
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Enter a supplier name for which to display DRP information, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box, and have not used the List button to select multiple suppliers. |
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Click this button to display Supplier List, which allows you to select specific suppliers for which to display DRP information. This button is only enabled if you clear the All Suppliers check box. If you click this button and select suppliers, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all DRP regions. This check box is selected by default. This check box is only enabled if you select the Consolidated Purchase radio button. |
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Enter a DRP region ID for which to display DRP information, or click the Lookup button to select a DRP region ID. This field is only enabled if you clear the All DRP Regions check box. |
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Enter a DRP region name for which to display DRP information, or click the Lookup button to select a DRP region ID. This field is only enabled if you clear the All DRP Regions check box. |
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Select the All Locations check box if you want to display DRP information for all locations. This check box is selected by default. If you select the Consolidated Purchase radio button, the Primary Location check box is cleared automatically. |
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Enter a shipping location prefix for which to display DRP information, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Locations check box, and have not used the List button to select multiple locations. |
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Enter a shipping location name for which to display DRP information, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Locations check box, and have not used the List button to select multiple locations. |
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Click this button to display Location List, which allows you to select specific locations for which to display DRP information. This button is only enabled if you clear the All Locations check box. If you click this button and select locations, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all internal buyers. This check box is selected by default. |
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Enter an internal buyer ID for which to display DRP information, or click the Lookup button to select an internal buyer ID. This field is only enabled if you clear the All Internal Buyers check box, and have not used the List button to select multiple internal buyers. |
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Enter an internal buyer name for which to display DRP information, or click the Lookup button to select an internal buyer name. This field is only enabled if you clear the All Internal Buyers check box, and have not used the List button to select multiple internal buyers. |
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Click this button to display User List, which allows you to select specific internal buyers for which to display DRP information. This button is only enabled if you clear the All Internal Buyers check box. If you click this button and select users, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all product categories. This check box is selected by default. |
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Enter a product category for which to display DRP information, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box, and have not used the List button to select multiple product categories. |
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Enter a product category name for which to display DRP information, or click the Lookup button to select a product category name. This field is only enabled if you clear the All Categories check box, and have not used the List button to select multiple product categories. |
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Click this button to display Category List, which allows you to select specific categories for which to display DRP information. This button is only enabled if you clear the All Categories check box. If you click this button and select categories, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all product subcategories. This check box is selected by default. |
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Enter a product subcategory for which to display DRP information, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box, and have not used the List button to select multiple product subcategories. |
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Enter a product subcategory name for which to display DRP information, or click the Lookup button to select a product subcategory name. This field is only enabled if you clear the All Subcategories check box, and have not used the List button to select multiple product subcategories. |
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Click this button to display Subcategory List, which allows you to select specific subcategories for which to display DRP information. This button is only enabled if you clear the All Subcategories check box. If you click this button and select subcategories, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all product lines. This check box is selected by default. |
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Enter a product line for which to display DRP information, or click the Lookup button to select a product line. This field is only enabled if you clear the All Product Lines check box, and have not used the List button to select multiple product lines. |
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Enter a product line name for which to display DRP information, or click the Lookup button to select a product line name. This field is only enabled if you clear the All Product Lines check box, and have not used the List button to select multiple product lines. |
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Click this button to display Product Line List, which allows you to select specific product lines for which to display DRP information. This button is only enabled if you clear the All Product Lines check box. If you click this button and select product lines, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all styles. This check box is selected by default. |
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Enter a style for which to display DRP information, or click the Lookup button to select a style. This field is only enabled if you clear the All Styles check box, and have not used the List button to select multiple styles. |
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Enter a style name for which to display DRP information, or click the Lookup button to select a style name. This field is only enabled if you clear the All Styles check box, and have not used the List button to select multiple styles. |
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Click this button to display Style List, which allows you to select specific styles for which to display DRP information. This button is only enabled if you clear the All Styles check box. If you click this button and select styles, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all sizes. This check box is selected by default. |
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Enter a size for which to display DRP information, or click the Lookup button to select a size. This field is only enabled if you clear the All Sizes check box, and have not used the List button to select multiple sizes. |
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Enter a size name for which to display DRP information, or click the Lookup button to select a size name. This field is only enabled if you clear the All Sizes check box, and have not used the List button to select multiple sizes. |
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Click this button to display Size List, which allows you to select specific sizes for which to display DRP information. This button is only enabled if you clear the All Sizes check box. If you click this button and select sizes, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all colors. This check box is selected by default. |
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Enter a color for which to display DRP information, or click the Lookup button to select a color. This field is only enabled if you clear the All Colors check box, and have not used the List button to select multiple colors. |
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Enter a color name for which to display DRP information, or click the Lookup button to select a color name. This field is only enabled if you clear the All Colors check box, and have not used the List button to select multiple colors. |
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Click this button to display Color List, which allows you to select specific colors for which to display DRP information. This button is only enabled if you clear the All Colors check box. If you click this button and select colors, the check box to the right of the button is selected. |
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Select this check box to display DRP information for all products. This check box is selected by default. |
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Enter a product code for which to display DRP information, or click the Lookup button to select a product code. If you want to display DRP information for a range of products, enter the first product code in the range. This field is only enabled if you clear the All Products check box, and have not used the List button to select multiple products. |
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Click this button to display Product Mask Prompt, which allows you to enter a product code by product element. This button is only enabled if multiple product code elements are set up for products. |
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Click this button to display Product List, which allows you to select specific products for which to display DRP information. This button is only enabled if you clear the All Products check box. If you click this button and select products, the check box to the right of the button is selected. |
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Enter the last product code in a range of product codes for which to display DRP information, or click the Lookup button to select a product code. If you want to display DRP information for a single product, you can leave this field blank. This field is only enabled if you clear the All Products check box, and have not used the List button to select multiple products. |
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Click this button to display Product Mask Prompt, which allows you to enter a product code by product element. This button is only enabled if multiple product code elements are set up for products. |
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Select this check box to filter by the beginning projected on-hand quantity. |
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Enter the maximum projected on-hand quantity for which to display DRP information. This field is only enabled if you select the Filter by Quantity check box. Example If you enter 10 in this field, then any product/location displays where the beginning projected on-hand quantity is less than 10 (in any time-phased column starting with the one designated in the Time Bucket Start field). |
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Click the Lookup button to select a time bucket starting point. This field is only enabled if you select the Filter by Quantity check box. The time buckets are monthly, weekly, or daily based on the option selected in the Time Bucket field. |
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Enter the number of months used to determine the estimated sales value. This field defaults to 6. |
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Select the forecast time bucket. It can be monthly, weekly, or daily. |
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Select this check box to group all bill of material components that need to be planned at the top in the Planned Receipts grid. Components are flagged as needing to be planned (Regen column in the Planned Receipts grid) when changes are made in Product DRP Management to finished goods that use this component. This is handled automatically when Actual Planned Receipt Create is run. If this check box is selected, sorting based on the selected Sort Options radio button is applied separately within the group of bill of material components and products that are not bill of material components. |
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Select the number of months, weeks, or days for which to display sales history. The unit of time is based on the option selected in the Time Bucket field. Note You cannot enter a value greater than 99. |
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Select the number of months, weeks, or days for which to display DRP information. The unit of time is based on the option selected in the Time Bucket field. Note You cannot enter a value greater than 26. |
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Select a method for sorting data on the Planned Receipts tab. |
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Enter a weight unit of measure to use for the actual planned receipts totals, or click the Lookup button to select a weight unit of measure. |
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Select one of the following options:
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Enter a volume unit of measure to use for the actual planned receipts totals, or click the Lookup button to select a volume unit of measure. |
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Select this check box to display DRP information for products with ordered purchase orders (regardless of the selected Need to Order Status setting).This check box is only enabled if you select the Need to Order Only or Do Not Need to Order Only radio button. |
This tab may include additional product filters if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
Field or Button |
Description |
Select this check box to display the expected on-hand quantity at the beginning of each period in the Planned Receipts grid. |
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Select this check box to display forecasts associated with promotions for customers in the Planned Receipts grid. |
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Select this check box to display the sales, transfer, and dependent demand (for bill of material components) in the Planned Receipts grid. |
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Select this check box to display customer forecast demand in the Planned Receipts grid. Customer forecast demand is based on customer-supplied forecasts, typically from mass merchants (such as Wal-Mart), and typically transmitted using EDI 830's (Sales/Order Forecast). |
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Select this check box to display system forecast demand in the Planned Receipts grid. This is demand based on forecasts calculated by the forecast method associated with the buying method for products/locations. |
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Select this check box to display the incoming receipts from suppliers, transfers from other locations, or work orders expected to be finished in the Planned Receipts grid. You can also optionally include quantities from unreleased blanket purchase orders. For more information on including these quantities, see DRP - Reorder Quantity Method FAQ. |
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Select this check box to display the total quantity of blanket purchase order releases for each period in the Planned Receipts grid and not include the release quantity in the expected supply. If this check box is cleared, blanket purchase order releases are included in the expected supply in the Planned Receipts grid. |
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Select this check box to display the receipt planned in order to meet the commitments for each period in the Planned Receipts grid. |
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Select this check box to display recommended order quantities for the first period in the Planned Receipts grid. |
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Select this check box to display the estimated sales value of the actual planned receipt quantities in the Planned Receipts grid. These values are calculated based on the number of months entered in the Months to Base Sales Value Price History field. Example 5 is entered in the Months to Base Sales Value Price History field and you select this check box. A product has an actual planned receipt of 100 units and over the last 5 months, the product's average price is $10, the sales value displays as $1000. |
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Select this check box to display the purchase cost of products in the Planned Receipts grid based on the actual planned receipts multiplied by the unit purchase cost. |
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Select this check box to display landed cost of products in the Planned Receipts grid based on actual planned receipts multiplied by unit landed cost. |
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Select this check box to display the unreleased quantity of any blanket orders for products in the Planned Receipts grid. |
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Select this check box to display the ending projected on-hand, excluding blanket purchase order releases, for each period in the Planned Receipts grid. |
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Select this check box to display the number of periods that can be fulfilled by the Ending Projected On-Hand (without releases) quantity in the Planned Receipts grid. |
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Selected this check box to display the ending projected on-hand for each period in the Planned Receipts grid. |
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Select this check box to display the number of periods that can be fulfilled by the Ending Projected On-Hand quantity in the Planned Receipts grid. Note Data only displays in this row for a product/location if the Periods Supply parameter is set to Yes for the reorder quantity method for the buying method of the product/location. |
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Select this check box to display the number of periods that can be fulfilled by the Ending Projected On-Hand quantity in the Planned Receipts grid based on the customer forecast. |
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Select this check box to display the number of periods that can be fulfilled by the Ending Projected On Hand quantity in the Planned Receipts grid based on the system forecast. |
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Select this check box to display the estimated sales amount of demand in the Planned Receipts grid. These values are calculated based on the number of months entered in the Months to Base Sales Value Price History field. |
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Select this check box to display the amount of pending sales orders that are not invoiced in the Planned Receipts grid. |
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Select this check box to display the Not Available row in the Planned Receipts grid. This row displays the quantity in bins that were marked as not available (can only specify at the bin level in Bin Maintenance). |
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Select this check box to skip one row between products in the Planned Receipts grid. |
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Select whether to display product totals in the Planned Receipts grid. You can select one of the following options:
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Select this check box to display product codes in a column in the Planned Receipts grid. |
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Select this check box to display product names in a column in the Planned Receipts grid. |
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Select this check box to display product sizes in a column in the Planned Receipts grid. |
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Select this check box to display product colors in a column in the Planned Receipts grid. |
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Select this check box to display product status in a column in the Planned Receipts grid. |
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Select a method for summarizing data on the Summary tab. |
Field or Button |
Description |
This grid displays DRP information based on the criteria selected on the Selection tab, and the rows selected on the Display tab. Double-click a row to display detailed information on the DRP Schedule Management tab in Product DRP Management or in Scheduled Delivery Dates. Double-click a PO Blanket Releases row to display Blanket Purchase Order Inquiry, which allows you to view detailed information for blanket purchase orders. The grid may include the following columns:
Note If you select the Weekly radio button on the Selection tab, the first day of each week is based on the value entered for the First Weekday field in System ID Maintenance. The week column headers are also preceded by the week number if the Include Week Numbers in Column Label check box is selected in Purchasing Control Maintenance.
For information on the rows displayed in this grid, see the corresponding descriptions of options on the Display tab above. Note If you delete a value in the Actual Planned Receipt row, it defaults back to the suggested planned receipt value. Note You cannot graph data in this grid. |
Field or Button |
Description |
This grid displays DRP totals based on the options selected on the Selection tab. The columns in the grid correspond to the selected time buckets. The Bucket Average column displays the average of the amounts in the time buckets for each row, and the Bucket Total column displays the total of the amounts in the time buckets for each row. Note If you select the Weekly radio button on the Selection tab, the first day of each week is based on the value entered for the First Weekday field in System ID Maintenance. The week column headers are also preceded by the week number if the Include Week Numbers in Column Label check box is selected in Purchasing Control Maintenance. Note You cannot graph data in this grid. |
Field or Button |
Description |
This grid displays DRP summary information. The first column displays information based on the selected Summarize by option on the Selection tab. Each time bucket’s actual planned receipt volume, gross weight, net weight, sales value, merchandise cost, and landed cost are displayed in separate columns. Note The columns in this grid are also based on the options selected in the Row Display Options section on the Selection tab. This grid includes a single row per summary value unless a hierarchy Summarize by option, such as Category/Subcategory, is selected. Example If you select the Category/Subcategory radio button on the Selection tab, the grid displays a row for each category, followed by a row for each of that category’s subcategories. The subcategories are indented. NOTE The sales value is calculated based on the value entered in the Months to Base Sales Value Price History field on the Selection tab. Note If you select the Weekly radio button on the Selection tab, the first day of each week is based on the value entered for the First Weekday field in System ID Maintenance. The week column headers are also preceded by the week number if the Include Week Numbers in Column Label check box is selected in Purchasing Control Maintenance. Note You cannot graph data in this grid. |
Field or Button |
Description |
Select this check box to display goal seek rules set up for all suppliers. This check box is selected by default. |
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Enter a supplier code for which to display supplier goal seek rules, or click the Lookup button to select a supplier code. This field is only enabled if the All Suppliers check box is cleared. This field defaults to the supplier code entered on the Selection tab. |
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Enter a supplier name for which to display supplier goal seek rules, or click the Lookup button to select a supplier name. This field is only enabled if the All Suppliers check box is cleared. This field defaults to the supplier name entered on the Selection tab. |
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Click this button to display Supplier List, which allows you to select specific suppliers for which to display DRP information. If you click this button and select suppliers, the check box to the right of the button is selected. This button is only enabled if you clear the All Suppliers check box. |
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Select this check box to display goal supplier goal seek rules for all locations. This check box is selected by default if the All Locations check box is selected on the Selection tab. |
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Enter a location code for which to display supplier goal seek rules, or click the Lookup button to select a location code. This field is only enabled if the All Locations check box is cleared, and defaults to the location prefix entered on the Selection tab. |
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Enter a location name for which to display supplier goal seek rules, or click the Lookup button to select a location name. This field is only enabled if the All Locations check box is cleared, and defaults to the location name entered on the Selection tab. |
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Select this check box to use all dates for the calculations in the Purchase Details grid and output production forecast spreadsheets. This check box is selected by default. |
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Enter the first date in a range of dates to use for calculations in the Purchase Details grid and output production forecast spreadsheets, or click the drop-down arrow to select a date. The type of date is based on the selected Date Type option. This field is only enabled if you clear the All Purchase Order Date check box. |
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Enter the last date in a range of dates to use for calculations in the Purchase Details grid and output production forecast spreadsheets, or click the drop-down arrow to select a date. The type of date is based on the selected Date Type option. This field is only enabled if you clear the All Purchase Order Date check box. |
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Select the type of date (ship date, required date, delivery date, or purchase date), if you are entering a date range in the From and To fields. |
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Select this check box if calculations in the Purchase Details grid are for all purchase classes. |
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Enter a purchase class for calculations in the Purchase Details grid, or click the Lookup button to select a purchase class. This field is only enabled if you clear the All Purchase Classes check box. |
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Click this button to display Purchase Class List, which allows you to select specific purchase classes for which to perform calculations in the Purchase Details grid. This button is only enabled if you clear the All Purchase Classes check box. If you click this button and select purchase classes, the check box to the right of the button is selected. |
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Select this check box if you want to set actual planned receipts calculations back a specified number of months, weeks, or days on output production forecast spreadsheets. Use the radio set to the right of this check box to select the period of time for the offset, and use the field to the right of the radio set to enter the number of months, weeks, or days. |
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Select whether the production forecast offset is a number of months, weeks, or days. This radio set is only enabled if you select the Production Month Offset check box. |
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Enter the number of months, weeks, or days for the production offset. The radio set to the left of this field controls whether this value is a number of months, weeks, or days. This field is only enabled if you select the Production Month Offset check box. |
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Enter a unit of measure for volumes in the Purchase Details grid, or click the Lookup button to select a volume unit of measure. |
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Enter a unit of measure for weights in the Purchase Details grid, or click the Lookup button to select a weight unit of measure. |
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Click the Lookup button to select the primary sorting method for the supplier goal seek rules in the Goal Seek Options grid. |
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Click the Lookup button to select the secondary sorting method for the supplier goal seek rules in the Goal Seek Options grid. |
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This grid display active supplier goal seek rules for the selected supplier(s) and location after you click the Show Goal Seek Options button in the ribbon. Double-click a supplier goal seek rule to display Supplier Goal Seek Rule Maintenance, which allows you to set up and maintain supplier goal seek rules. Select the check box in the Goal Seek Select column for the supplier goal seek rule you want to use. You can then override the purchase period time buckets, Past Due Allowed to Exceed Goal Seek Limits setting, and Include Open Purchase Orders setting, which default from the rule. |
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This grid displays product purchase details for the Goal Seek feature after you click the Calculate Goal Seek button in the ribbon. Double-click a product to display Inventory and History Inquiry, which allows you to view product inventory and historical inventory. Note You cannot graph data in this grid. |