Handling MRP Parts in Ultriva Session 2

1. Handling MRP Parts in Ultriva Session 2

2. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Ed Conrey edwardc@ultriva.com Ultriva Application Consultant

3. General Webinar FAQ • If you have a question please use the question box and we will try to go over them at the end • We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/ • The next webinar will be Thursday, February 19th at Noon Central • We are doing the demos in Ultriva Version 7.7 and higher

4. Ultriva MRP Parts Session 2 Agenda • MRP Parts in Ultriva Session 1 Review • MRP Forecast Planned Orders • MRP Forecast Recommendations • We will have a few short surveys and will give you the results

5. General Requirements • Schedule Based Replenishment (SBR) License from Ultriva • Appropriate Integration points or data available for a file upload • Configuration Setup

6. Review - MRP Firm Orders • MRP Firm Orders are orders created in the ERP that get published in Ultriva - the order gets released to the supplier. • MRP creating orders automatically • Buyers placing orders in MRP

7. Review - MRP Firm Orders • Advantages • Buyers use the ERP as the workbench and the firm orders are sent to Ultriva • Supplier doesn’t have to use another system for MRP items. Supplier and Buyer can see all parts and orders in one system • Standardized labels and receiving process, material handling process

8. Review – MRP Forecast Gross Requirements • The MRP Gross Requirements – this is the forecast or un-netted demand created by MRP after MRP explosion

9. Review MRP Forecast Gross Requirements • Advantages • Supplier has visibility to the forecast for planning their raw materials • Easier to share the forecast with the supplier than using spreadsheets, email, etc. • Suppliers are looking at the same data – the same version • If multi-sourced, suppliers will see their % as defined in Admin  Item  Supplier Allocation Percentage • Gross Requirements can be sent for all 3 part types: Forecast, Kanban, or Virtual

10. Ultriva MRP Parts Session 2 Agenda • MRP Parts in Ultriva Session 1 Review • MRP Forecasts Planned Orders

11. MRP Forecast - Planned Orders • Ultriva is used as a workbench to place the orders. The buyer must review and place desired orders in Ultriva. Next 7 days (after that) = 1/29/2015 through 2/4/2015 Past + 7 = Today (1/22/2015) through 1/28/2015 Future = 2/5/2014 and after

12. MRP Forecast - Planned Orders Filters • Supplier • Daily, Weekly, Monthly • Export, Print

13. MRP Forecast - Planned Orders to Release • Select the Orders to Release

14. MRP Forecast - Planned Orders Advantages • Buyers use Ultriva as a workbench to determine which orders to release to the supplier • Easier than going through printed papers and manually entering orders in the ERP • Suppliers and Buyers can see all orders in one system • If using PO Release integration from Ultriva  ERP, when the order gets released in Ultriva it will automatically sent to the ERP

15. MRP Forecast – Planned Orders Continued • MRP Planned Orders Criteria • Parts have to be forecast • Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file • Batch Job Status for verifying – Integration  Batch Job Status  Forecast (Same file as the MRP Recommendations and $Gross Requirements) • When a new MRP Forecast file is sent, the information sent in the last file expires/is no longer valid.

16. MRP Forecast – Planned Orders Configuration • Configuration Requirements

17. MRP Forecast – Planned Orders Configuration Continued • Configuration Requirements Off=Card/Order will destroy on receipt On=Moves card/order to On Hand then will destroy at consumption Off=Purchase Order Line Qty sent will be on one card On=Purchase Order Line Qty is split into container size/lot size

18. MRP Forecast – Planned Orders Configuration • Admin  Entities  Exception Code  Add

19. MRP Forecast - Configuration

20. Ultriva MRP Parts Session 2 Agenda • MRP Parts in Ultriva Session 1 Review • MRP Forecasts Planned Orders • MRP Recommendations

21. MRP Forecast - Recommendations • MRP Recommendations are sent to Ultriva for Expediting, Deferring, or Cancelling of the Forecast parts that have an order released to the supplier.

22. MRP Forecast - Recommendations • Advantages • Buyer reviews and determines whether to take action on the reschedule or cancellation of these existing orders • Easy to review and make changes • If the plant has the integration points for PO Change or PO Cancel from Ultriva  ERP, once approved, the information will automatically be sent to the ERP.

23. MRP Forecast - Recommendations Continued • MRP Forecast Recommendations Criteria • Parts have to be forecast • Sent to Ultriva via • Integration • Data Load – Plant Admin can upload text file • Batch Job Status for verifying – Integration  Batch Job Status  Forecast (Same file as the MRP Planned Orders and $Gross Requirements)

24. MRP Forecast File • File is used for these 3 functions: • Forecast Gross Requirements (covered in Session 1) • Forecast or un-netted demand for all parts • Forecast Planned Orders • MRP suggested orders for buyer to place orders in Ultriva • Forecast MRP Recommendations • Exception handling – defer, expedite or cancel orders for released firm orders for forecast parts • Each time a Forecast file is processed, the last batch/file gets expired and is no longer valid • Whichever functions are used, all must be sent in the same file

25. MRP Forecast - Configuration

26. For Additional Information Ultriva Inc. 1601 S. De Anza Blvd., # 165 Cupertino, CA 95014 (408) 248-9803 www.ultriva.com Lori McNeely Customer Support Specialist lorim@ultriva.com (408) 961-2485 Helpdesk Ticket support@ultriva.com