Material Planning for SAP Business One

B1 Material Planning

User Guide

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B1: Material Planning
Table of Contents

B1: Material Planning ............................................................................................................ 4
Overview .......................................................................................................................................4
Copyright .......................................................................................................................................6
Configuring the Add-on ......................................................................................................... 7
B1: Material Planning Authorizations.............................................................................................7
Purpose ................................................................................................................................................................7
How to Access ......................................................................................................................................................7
Authorization Defined Areas: ...............................................................................................................................7
Item Master Setup .........................................................................................................................9
How to Access ......................................................................................................................................................9

Modules .............................................................................................................................. 12
B1: Material Planning Generation................................................................................................. 12
How to Access ....................................................................................................................................................12
Field Explanation ................................................................................................................................................13
Add a New Warehouse ......................................................................................................................................18
Remove a Warehouse ........................................................................................................................................19
General Notes ....................................................................................................................................................19
B1: Item Planning Details ............................................................................................................. 20
How to Access ....................................................................................................................................................20
General Notes ....................................................................................................................................................23
B1: Item Projected Availability ..................................................................................................... 24
How to Access ....................................................................................................................................................24
B1: Order Recommendations ....................................................................................................... 27
How to Access ....................................................................................................................................................27
Create Documents: ............................................................................................................................................33
General Notes ....................................................................................................................................................34
Additional Functionality .....................................................................................................................................35
Quantity on Hand ..........................................................................................................................................36
BP Special Prices ............................................................................................................................................36
Open Purchase Orders ..................................................................................................................................37
Open Production Orders ...............................................................................................................................38
B1 Planning: Item Pegging ............................................................................................................................38
B1 Planning: Item Projected Availability ......................................................................................................39
B1: What If Order Recommendations ........................................................................................... 40
How to Access ....................................................................................................................................................40
Populating the screen ........................................................................................................................................45
Additional comments for using the What If functionality..................................................................................45
Create Documents .............................................................................................................................................45

Revised: March. 2012 Overview Page 2 of 50

B1: Schedule Boards..................................................................................................................... 46
Sales Order Schedule Board ...............................................................................................................................46
How to Access ...............................................................................................................................................46
Field Explanation ...........................................................................................................................................47
Populating the Screen ................................................................................................................................... 47
Production Order Schedule Board .....................................................................................................................48
How to Access ...............................................................................................................................................48
Field Explanation ...........................................................................................................................................48
Populating the Screen ................................................................................................................................... 49
B1: Material Planning Help ........................................................................................................... 50
How to Access ...............................................................................................................................................50

LBSi




Overview

The B1: Material planning module was developed to provide planning functionality in SAP
Business One™ that is not included in the standard product. The module fills the gaps that the
SAP Business One™ MRP offering lacks. Some of the features and Functions include:

• Provides hard pegging of supplies to demands
• Supplies include:
o Quantity on Hand
o Purchase Order
o Planned Purchase Order
o Production Order
o Planned Production Order
• Demands include:
o Inventory Safety Stock
o Sales Order
o Forecast
o Production Order Bill of Material
o Planned Production Order Bill of Material
o Phantom Item
• Shows all requirements without having to process MRP multiple times.
• Processing of bills of material with up to 22 levels.
• Prioritization of supplies and demands.
• Multi-warehouse prioritization processing.
• Integration with SAP Business One Forecasts
• Exception message functionality that will generate messages such as:
o Add Purchase Order Line
o Cancel Purchase Order line
o Expedite Purchase Order Line to MM/DD/YY
o Delay Purchase Order Line to MM/DD/YY
o Reduce the Purchase Order Line Quantity
o Add Production Order
o Cancel Production Order
o Expedite Production Order to MM/DD/YY
o Delay Production Order to MM/DD/YY
o Reduce the Production Order Quantity
o Supply and Demand Warehouse is Different
o Delay Purchase Order Line to MM/DD/YY
• User controlled prioritization of supplies and demands from one easily configured
setup screen.
• Create SAP Business One™ Purchase Orders and Production Orders from one Order
Recommendations Screen


• What If Planning workbench to create purchase orders and product orders for specific
items

Access to the module is via the standard SAP Business One MRP menu

Note: Screen shots in this document are shown in SAP version 8.81. Your screens may look
slightly different. The functionality of the Planning Module is the same.



Copyright
This manual and software described herein are copyright protected with all rights reserved. Your
right to copy this documentation is limited by copyright law and the terms of any and all
software license agreements. As the software licensee, you may make a reasonable number of
copies for your own use. Making unauthorized copies, versions, compilations or other derivative
works for commercial distribution is prohibited and constitutes a punishable violation of the law.

Unless otherwise noted, all names of companies, products, addresses, and persons contained in
this document are fictitious and are used solely to document the use of the product.

Warranty
LBSi disclaims any warranty regarding the information contained in this document and/or the
sample code including warranties of merchantability and fitness for a particular purpose.

Limitation of Remedies and Liabilities
The content of this manual is for informational purposes only, is subject to change without
notice, and is not to be construed as a commitment by Long Business Systems, Inc. (LBSi).
Although every precaution has been taken in the preparation of this document, LBSi assumes no
responsibility for errors or inaccuracies that may appear in this manual. Neither is liability
assumed for damages resulting from the use of the information contained herein.

Client agrees that LBSi’s liability and Client’s sole and exclusive remedy pursuant to any claim
of any kind, including but not limited to a claim in contract, negligence, professional malpractice
or strict liability, against LBSi or any of its affiliates, shall be (a) the repair or replacement, at
LBSi’s option, of materials, or (b) a refund of the price allocable to the defective product or part
thereof or software materials if LBSi is unable to effectively repair, replace or correct such defect
within a reasonable time after using its best efforts, or (c ) in those situations where LBSi has
provided only analysis or design services, the correction of any analysis or design defect,
however this does not include any reworking or remanufacturing caused by any defect or error in
LBSi’s analysis and design.

UNDER NO CIRCUMSTANCES SHALL LBSi OR ANY OF ITS AFFILIATES HAVE ANY
LIABILITY WHATSOEVER FOR ANY COMPENSATORY, PUNITIVE, SPECIAL,
INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, including, but not limited to,
loss of profit or revenue, loss of use, lost production, or consequential property damage: cost of
capital: cost of replacement equipment: or claims resulting from contracts between Client and its
customers and/or suppliers.

Revised: March. 2012 Copyright Page 6 of 50


Configuring the Add-on
B1: Material Planning Authorizations
Purpose
The B1 Material Planning system has a specific authorization table to define levels of
authorizations for users in the Planning system.

Users can have: Full Authorization or No Authorization

How to Access
Administration > System Initialization > Authorizations > General > User Authorization > B1
Material Planning

Authorization Defined Areas:

Field Description
B1 Material Planning User can update Planning Generation screen and generate the plan.
Generation
B1 Material Planning User can access the Item Planning Details screen.
Item Planning Detail
B1 Material Planning User can access the Order Recommendation screen, perform updates,
Order and create documents.
Recommendation
B1 Material Planning User can access the What if Order Recommendations screen, perform
What If Order updates, and create documents.
Recommendations
B1 Material Planning User can access the Item Projected Availability screen.
Projected Availability
Sales Order Schedule User can access the Sales Order Schedule Board screen.
Board
Production Order User can access the Production Order Schedule Board screen.
Schedule Board

Revised: March. 2012 B1: Material Planning Authorizations Page 7 of 50


Revised: March. 2012 Page 8 of 50


Item Master Setup

B1 Material Planning uses specific fields in the item master for planning purposes.

How to Access
Main Menu > Inventory > Item Master

Relevant Fields: Header, General Tab and User Defined Panel

Field Description
Phantom Item When checked the system will plan for BOM components for the
item on the BOM the parent item is referenced
Economic Order Qty Quantity is displayed on the Order Recommendations screen
Planning Order Type References supply type column displayed on the Order
Recommendations screen. Planning types are:
• Production Order
• Purchase Order
Yield % Calculation is performed against this value in Planning Generation to
determine actual quantity of item to be produced.
Calculation is: Original Quantity / Yield % = Planned Quantity

Revised: March. 2012 Item Master Setup Page 9 of 50

Field Description
Planner Displayed on the Order Recommendations screen and selection
criteria for planning reports.
Note: When B1 Material Planning is first installed, planners are
automatically created based on all SAP Users. After initial
installation, planners can be maintained via the drop down box by
clicking on define New

Relevant Fields: Inventory Data Tab

Field Description
Safety Stock Quantity is considered as demand when calculating needed supplies
and displayed on the Order Recommendations screen
Minimum Inv Level Quantity is displayed for reference on the Order Recommendations
screen in the Additional Details columns
Maximum Inv Level Quantity is displayed for reference on the Order Recommendations
screen in the Additional Details columns

Revised: March. 2012 Item Master Setup Page 10 of 50

Relevant Fields: Planning Data Tab

Field Description
Planning Method Must be set to MRP for the item to be considered for planning
Procurement Method Make or Buy
• Make – Production Orders will be created to satisfy demand
• Buy – Purchase Orders will be created to satisfy demand

Order Multiple Quantity is displayed on Order Recommendations screen
Minimum Order Quantity is displayed on Order Recommendations screen
Quantity
Lead Time Used for calculating the Order By Date for planned supplies


B1 Material Planning: Setup Note

Note: The screen shot below of Administration > System Initialization > General Settings are
not used or considered in any way in the B1 Material Planning module

Modules

B1: Material Planning Generation
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Planning Generation

This function allows the user to review and change the planning generation parameters as well as
to actually generate the planning requirements.

Revised: March. 2012 B1: Material Planning Generation Page 12 of 50


Field Explanation

Field Description
Forecast Code Standard SAP Forecast Code to include in the planning generation.
Select a blank code to not include forecasting.
PO Priority Priority of purchase order supplies, zero (0) does not include
purchase orders in the planning generation. 1 being the most
important through 9 being the least important.
Sales Order Priority Priority of the sales order demands, zero (0) does not include the
sales orders in the planning generation. 1 being the most important
through 9 being the least important.
Quote Priority Priority of the sales quotation demands, zero (0) does not include the
sales quotations in the planning generation. 1 being the most


Field Description
Production Order Priority of the production order supplies, zero (0) does not include
Priority the production orders in the planning generation. 1 being the most
Production Comp Priority of the production order bill of material (component)
Priority demands, zero (0) does not include the production orders in the
planning generation. 1 being the most important through 9 being the
least important.
Forecast Priority Priority of the Forecast demands order supplies, zero (0) does not
include the forecasts in the planning generation. 1 being the most
Safety Stock Priority Priority of the safety stock demand, zero (0) does not include the
safety stock demand in the planning generation. 1 being the most
PO Days Supply Number of days to accumulate planned purchase order quantities
required by item, to create one order recommendation.
Prod Order Days Number of days to accumulate planned production order quantities
Supply required by item, to create one order recommendation.
PO Expedite Days Number of days a purchase order line can be late before an exception
message is generated.
Exception message: Expedite Purchase Order Line to MM/DD/YY
PO Delay Days Number of days a purchase order line can be early before an
exception message is generated.
Exception message: Delay Purchase Order Line to MM/DD/YY
Prod Order Expedite Number of days a production order can be late before an exception
Days message is generated.
Exception message: Expedite Production Order Line to MM/DD/YY
Prod Order Delay Number of days a production order line can be early before an
Days exception message is generated.
Exception message: Delay Production Order Line to MM/DD/YY
Forecast Consume Number of days in advance of a forecast date, actual sales order
Before demands can consume a forecast quantity.
Forecast Consume Number of days after a forecast date, actual sales orders demands can
After consume a forecast quantity.
Allocate Inv Through (Future use) Number in the future of days to hard allocate or peg
Days inventory supplies to a demand.


Field Description
Dock to Stock Lead Number of days it takes to stock the material from the date it comes
Days in from a purchase order or date it was completed on a production
order.
Plan by Warehouse Determines whether to consider all warehouses together or each
warehouse separately in planning.
• Yes - Consider stock, supply and demand by individual
warehouse only to generate planning recommendations.
• No - Consider stock, supplies and demand requirements
together from all warehouses when generating planning
recommendations.

Combine PO Qty For Determines whether to combine and apply volume discount pricing
Disc to multiple selected recommendation lines for the same item.
• Yes – Combine quantities for the same item to arrive at
quantity break price as defined in the BP Special Prices >
Volume Discount table to apply across the selected planned
purchase order lines during creation
• No – Quantity break pricing will not be applied

Round Up Planned Used only when Yield % for the Item in Item Master and the Scrap%
Supplies on the Bill of Material row for an Item is used. Select Yes or No.
• Yes – Planned supply quantity in the QtyReq column on the
Order Recommendations screen will be rounded up to the
nearest whole number.
• No – The actual calculated quantity in the QtyReq column on
the Order Recommendations screen will be displayed without
any rounding.

Production Order Determines which production orders will be considered in the
Supply Type planning generation. Select from drop down menu which production
order statuses to consider:
• Planned – Include only planned production orders.
• Released – Include only released production orders.
• All – Include both planned and released production orders.


Field Description
Prod. Order Start Determines which parent production order date to be used for
ParDue-LT backward scheduling due dates for child components.
• Yes – Child items will schedule based on the parent
production order’s order date.
• No – Child items will schedule based on the parent
production order’s due date.

PO Use SAP Calendar Determines whether to use the SAP calendar in calculating the due
date for recommended items for purchase. The calendar can be
accessed through the Administration > System Initialization >
Company Details > Accounting Data tab.
• Yes – Due dates for recommended items will be calculated
based on the SAP calendar, which can block holidays and
weekends from consideration.
• No – The SAP calendar will not be used in calculating the due
dates.

Prod Ord Use SAP Determines whether to use the SAP calendar in calculating the due
Calendar date for recommended items for production orders. The calendar can
be accessed through the Administration > System Initialization >
Company Details > Accounting Data tab.
• Yes – Due dates for recommended items will be calculated
based on the SAP calendar, which can block holidays and
weekends from consideration.
• No – The SAP calendar will not be used in calculating the due
dates.

Update Projected Will populate the projected availability data for all planned item.
Availability Data
• Yes – Populate the projected availability data
• No – Do not populate the projected availability data

Create Msg: Determines whether the supply warehouse matches the demand
Sup Whs <> Dem Whs warehouse.
• Yes – Exception message will be displayed when the supply
warehouse and the demand warehouse are not matched.
• No – Exception message will be suppressed.


Field Description
Create Msg: Determines whether the quantity ordered on purchase order lines or
Qty < EOQ production orders is less than the Economic Order Qty (EOQ) on the
Item Master.
• Yes – The following applicable excessive supply exception
messages will be displayed:
Reduce the Purchase Order Line Quantity
Reduce the Production Order Quantity
Cancel Purchase Order Line
Cancel Production Order
• No – Excessive supply exception messages will be
suppressed.

Create Msg: Determines whether the quantity ordered on purchase order lines or
Qty < Order Minimum production orders is less than the Order Minimum Qty on the Item
Master > Planning tab.
• Yes – The following applicable excessive supply exception
messages will be displayed:
Reduce the Purchase Order Line Quantity
Reduce the Production Order Quantity
Cancel Purchase Order Line
Cancel Production Order
• No – Excessive supply exception messages will be
suppressed.

Create Multiple Determines whether to display more than one exception message for
Messages for a Supply a supply pegged to more than one demand.
• Yes – Multiple messages will display per supply.
• No – Only the first message for each supply will be displayed.

Number of Months Enter the number of months to calculate and display the item’s
Average to Display average monthly usage for.

Note: Calculation will display complete months starting with
previous month and will not display the column on the order
recommendation screen if no number is entered in this field.



Warehouse Matrix at Bottom of the Planning Generation Screen

Field Description
Warehouse Warehouse to include in the planning generation.
Active Determines whether a warehouse is considered in the planning
generation.
• Yes – Warehouse is active and included in planning.
• No – Warehouse is inactive and not included in planning.

Priority Priority of the warehouse when using the quantity on hand supplies
in the planning generation. 1 being the most important through 9
being the least important.

Add a New Warehouse
• Right click on the and then select Add Row

• Select the warehouse from the drop down list and enter Active status and Priority.


Remove a Warehouse
• Right click row # of the warehouse to be removed and select Delete Row

General Notes
1. Select the Update button to save the parameters on the screen.

2. Select the cancel button to cancel any changes made this session.

3. Select the GENERATE button for the system to run the planning generation function.

4. An activity bar will appear at the bottom of the screen indicating the status of the
planning generation process.

5. The following message box will be displayed when the GENERATE process is complete.
Click the OK Box to close the screen.

6. The planning generation is run by the user interactively from the add-on in SAP. It is not
automatically updated throughout the day.


B1: Item Planning Details
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Item Planning Details

The Item Planning Details screen is used to review the planning generation results and exception
messages for a specific item.

Revised: March. 2012 B1: Item Planning Details Page 20 of 50

Field Explanation

Header Fields:
Field Description
Item Item identification code
Description Description of the item.
Item Group Item group of the item.
Inventory UoM Inventory unit of measure on Inventory Data tab.
Inventory Item Whether the item is an inventory item or not.
Procurement Method Procurement method from the Item Master > Planning Tab.
Make or Buy
Last Plan Generation Last planning generation date and time for this item.
Qty on Hand Total of quantity on hand in all warehouses.
Qty Committed Total of quantity committed to Sales Orders or Production Orders in
all warehouses.
Qty on Order Total of quantity on order in Purchase Orders or thru Production
Orders in all warehouses.
Qty Safety Stock Total of quantity on required safety stock in all warehouses.



Column Detail Fields:
Field Description
DemDue Due date of demand
Dem Type Demand type
• SO – Sales Order
• FCST – Forecast
• SStock – Safety Stock form Item/Planning Screen –
Warehouse Grid
• PRDBOM – Production Order Bill of Material
• PPRDBOM – Planned Production Order Bill of Material
• PHTM – Phantom Item

DemDoc# Demand document number
Drill down functionality is available with the Orange arrow
to SAP created documents, i.e. Forecasts, Sales
Orders, Production Orders
DemLn# Demand line number
Act Qty Actual calculated demand quantity including scrap% and yield%’s
that this specific supply is fulfilling.
Dem Qty Demand quantity this specific supply is fulfilling after rounding
applied
Note: When Planning Generation parameter; Round Up Planned
Supplies is set to Yes, the planned demand will round up to the
nearest whole number.
Qty Pegged Quantity pegged or allocated to this demand.
Sup Type Supply type
• PRDORD – Production Order
• PPRDORD – Planned Production Order
• PO – Purchase Order
• PPO – Planned Purchase Order
• QOH – Quantity On Hand

Sup Doc # Supply document number


Field Description
Sup Ln # Supply line number
Message Exception messages as follows.
• Add Purchase Order Line
• Cancel Purchase Order line
• Expedite Purchase Order Line to MM/DD/YY
• Delay Purchase Order Line to MM/DD/YY
• Reduce the Purchase Order Line Quantity
• Add Production Order
• Cancel Production Order
• Expedite Production Order to MM/DD/YY
• Delay Production Order to MM/DD/YY
• Reduce the Production Order Quantity
• Supply and Demand Warehouse is Different

Parent Item Item code of parent item generating the demand
Parent Type Source demand type for parent item
Parent Doc # Parent demand document number
Dem Whs Demand warehouse.
Sup Whs Supply warehouse.

General Notes
1. The Planning Generation function must be run in order to update this screen. This screen
contains data from the last planning generation. See the LAST PLAN field in the header
section for the date/time of the last generation.


B1: Item Projected Availability
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Item Projected Availability

Displays time phased running on hand balance of an item as a result of planned demand and
supply transactions.

Revised: March. 2012 B1: Item Projected Availability Page 24 of 50


Field Explanation

Header Fields:
Field Description
Item Item identification code
Description Description of the item.
Warehouse Warehouse to display time phased results.

Column Detail Fields:
Field Description
Due Date Due date of demand planned demand and supply
Demand/Supply Type Demand type
• SO – Sales Order
• FCST – Forecast
• SStock – Safety Stock form Item/Planning Screen –
Warehouse Grid
• PRDBOM – Production Order Bill of Material
• PPRDBOM – Planned Production Order Bill of Material
• PHTM – Phantom Item
Supply type
• PRDORD – Production Order
• PPRDORD – Planned Production Order
• PO – Purchase Order
• PPO – Planned Purchase Order
• QOH – Quantity On Hand


Field Description
Document# Demand document number
Doc.Line Demand line number
Quantity Quantity associated with Demand/Supply
Projected On Hand On hand quantity as a result of the projected demands and supplies
Message Exception messages as follows.
• Add Purchase Order Line
• Cancel Purchase Order line
• Expedite Purchase Order Line to MM/DD/YY
• Reduce the Purchase Order Line Quantity
• Add Production Order
• Cancel Production Order
• Expedite Production Order to MM/DD/YY
• Delay Production Order to MM/DD/YY
• Reduce the Production Order Quantity
• Supply and Demand Warehouse is Different
Demand Parent Item Item code of parent item generating the demand
Drill down functionality is available with the Yellow arrow
to parent item’s Item Projected Availability screen

Parent Type Source demand type for parent item
Parent Doc # Parent demand document number
Drill down functionality is available with the Yellow arrow



B1: Order Recommendations
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Order Recommendations

This screen is used to review the Planning Generations Order Recommendations, create purchase
orders, and production orders and to view the documents created.

Full Screen (View 1): with additional columns displayed

Revised: March. 2012 B1: Order Recommendations Page 27 of 50

Full Screen (View 2): without additional columns displayed

(View 3) Header fields only shown

Field Explanation

Customize your view of information for ease of planning by clicking on the following header
fields to filter your recommendations.

Click on the Refresh button on the bottom right hand side of the screen (see view 1 & 2 above)
after making any changes in the filters.


Header Field Filters:
Field Description
Supply Type Indicates recommended supply type. This can be changed from one
supply type to another as required.
• Select the required supply type from the drop down list.

•

Item Group Select from a list of item groups from SAP or select All for all item
groups.
Through Order By Enter the order by date that you want to generate order recommendations
Date through.

Warehouse Select from a list of warehouses from SAP or select All for all
warehouses
Planner Select from a list of users in SAP of select All for all users
Sort By Drop down box options are:
• Vendor – Sort by vendor
• Item – Sort by item code
• ItemDesc – Sort by item description
• OrderBy – Sort by order by date
Additional Details Check the box to display additional column detail information. The
following additional columns will be displayed.

Note: The right hand five (5) Additional Details columns quantity
display totals are dependent upon how you have selected to manage your
inventory in the Document Settings screen.
• If you have selected to Plan by Warehouse, the quantity
displayed will be only for the item’s specific warehouse on the
recommendation row
• If you are not Managing Inventory by Warehouse, the quantity
displayed will be the total of all warehouses


Field Explanation: with additional columns displayed
(View 3) Note only left portion of the screen is displayed for visibility purposes

Column Detail Fields

Field Description
Check Box Check the check box to create the purchase order or production order
when the CREATE button is selected.
Sup Type Indicates recommended supply type. This can be changed from one
• Select the required supply type from the drop down list and
click the Update button to save your selection.


Field Description
Whs Warehouse the supply order will be created for. This can be changed
to another valid warehouse.
• Select the required warehouse from the drop down list and

Item Item the supply is being recommended for. Select the orange arrow to
drill into the item details.
Description Description of the item
Due Date Due date the supply is being recommended for. This can be changed
if desired.
Order By Date Date that the order should be created to meet the demand based on
lead times
Qty Req The quantity the supply is being recommended for. This can be
changed if desired.
• To change, enter the desired quantity and then click the
Update button to save the change.

Economic Order Qty Display of quantity entered in the in the Item Master user defined
field panel that you determine to be the economic order qty.
Order Minimum Display of the order minimum from Item Master Planning Data tab
or warehouse minimum field
Note: Reference only field. Does not affect calculation of QtyReq
Order Multiple Display of the order multiple from the Item Master Planning Data
tab or warehouse order multiple field
On Hand Qty Display of quantity on hand for a specific warehouse or in total
dependent upon your Plan by Warehouse setting


Field Explanation:
(View 3) Note only right portion of the screen is displayed for visibility purposes

Field Description
On Order Qty Display of quantity ordered on purchase orders or production orders
for a specific warehouse or in total dependent upon your Plan by
Warehouse setting
Avg Monthly Usage Display of average usage per the number of months specified in the
Planning Generation screen Number of Months Average to Display
field
Min Inv Level Display of minimum inventory level quantity for a specific
warehouse or in total dependent upon your Plan by Warehouse
setting
Max Inv Level Display of maximum inventory level quantity for a specific
setting
Vendor Vendor Id the Purchase Order is being recommended for. Vendor
displayed is the Preferred Vendor entered in the Item Master >
Purchasing Data tab. The vendor can be changed and drill down to
the business partner master is available using the orange arrow.


Field Description
Vendor Name Display only field – shows business partner name associated with the
Vendor.
Planner Planner assigned to the recommendation item
Doc Num The purchase order or production order that was created for this
recommendation. Select the orange arrow to drill into the document
details.
Doc Line The document line that was created for this recommendation.
Ord Date The date the document was created.

Create Documents:
After reviewing, modifying, updating and selecting the order recommendation line for action,
you are ready to create your documents.

• Click on the CREATE button to create your documents.

• If the screen has changes not yet saved, you will be prompted to save the Pending
Updates. Click YES in the System Message box to confirm that you want to continue.



• When the process is complete, a System Message box will display the results. Click OK
to continue.

General Notes

1. Purchase Orders can only be created if a vendor is referenced for the item.
2. Multiple Purchase Orders can be created at once for multiple vendors.
3. Multiple Production Orders can be created at once.
4. The data on this screen is removed and replaced every time Planning Generation is run.



Additional Functionality

Additional functionality is available from the Order Recommendation screen for planning
purposes. Planners can view and drill down on all of the supporting information for item
recommendations without leaving the planning screen.

Highlight any row on the order recommendation to obtain further details about the item and row
highlighted.

Right Click Options (Further detail):


Quantity on Hand:
Displays for each planning warehouse the item quantity: In Stock, Ordered (on Purchase Orders
or Production Orders), and Safety Stock.

BP Special Prices:

Displays Business Partner Special Prices for item and preferred vendor referenced on the order
recommendation row.


Period Discounts and Validity Dates:
Further analysis is available by highlighting the item row and double clicking to view the period
discounts and validity dates.

Volume Discounts:
Further analysis is available by double clicking the item row to obtain any quantity breaks that
are associated with that item.

Open Purchase Orders
All open purchase orders associated with this line are displayed. Summary information such as
purchase order number, quantity remaining and due date are readily available. Drill down from
orange arrow available to view purchase order.



Open Production Orders
All open production orders associated with this line are displayed. Summary information such as
production order number, quantity remaining, and due date are readily available. Drill down
from orange arrow available to view production order.

B1 Planning: Item Pegging
Displays the Item Planning Details screen is used to review the planning generation results and
exception messages for a specific item. Drill downs from this screen are available as previously
discussed.

Note: Drill down on a Parent Item to see where the Demand is originating.


B1 Planning: Item Projected Availability
Displays time phased running on hand balance of an item as a result of planned demand and
supply transactions.



B1: What If Order Recommendations
How to Access
Main Menu > MRP Menu > B1 Material Planning > Enhance What If Order Recommendations

This screen is used to review planning generation order recommendations for a specific parent
item (product), quantity, and warehouse. Production orders and purchase orders can be created
from this screen for the parent item and its components.

This functionality can be used to view a snapshot and plan for a specific product, such as a newly
introduced product or engineered specific product. It is not intended to be used in lieu of the
standard Order Recommendations and does not offer all of the functionality of the order
recommendations function.

Revised: March. 2012 B1: What If Order Recommendations Page 40 of 50

Partial Screen (View 1): Note only left portion of the screen is displayed for visibility purposes

Partial Screen (View 2): Note only right portion of the screen is displayed for visibility
purposes



Field Explanation
Header fields only shown (View 3)

Header Fields
Field Description
Item Code Item identification code
Description Description of item
Warehouse Select the warehouse to source order recommendations from.
Default selection is BOM which will source all recommendations
from the warehouse shown on the items’ bill of material header and
rows
Note: this may encompass one or multiple warehouses –or-
select a specific warehouse to source all recommendations from

Quantity Parent item quantity
Due Date Date that parent item is planned for completion
Shortage Only Click in this check box to display shortages only

Column Detail Fields: (View 4) left portion of the screen is displayed for visibility purposes

Field Description
# Reference field displaying row number


Field Description
Sup Type Indicates recommended supply type. This can be changed from one
• Select the required supply type from the drop down list.

Item Item the supply is being recommended for. Select the orange arrow to
drill into the item details.
Description Description: Description of the item
Whs Whs: Warehouse the supply order will be created for. This can be
changed to another valid warehouse.
• Select the required warehouse from the drop down list and

UoM Unit of measure for the item
Displays Purchasing UoM from Item Master > Purchasing Data Tab
Lead Time Number of lead time days for the row item
Displays Lead Time days from Item Master > Planning Data Tab
Used in calculating “Order By” date for planned supplies
Total Lead Time Cumulative lead time for the row item plus any parent item(s) for the
item being planned in What If Planning Item Code header field
Due Date Date entered in the Due Date field in What If Planning header field
Note: Due Date entered in header is automatically copied to all rows
Qty Req Quantity required to fulfill demand created by Quantity entered in
What If Planning header field
Order Qty Display of quantity on hand for a specific warehouse or in total
Shortage Display of quantity of item short to satisfy demand for parent item


Field Description
On Hand Qty Display of quantity on hand for a specific warehouse or in total

Column Detail Fields: (View 5) right portion of the screen is displayed for visibility purposes

Field Description
Committed Qty Display of quantity committed to sales orders or production orders
Warehouse setting
On Order Qty Display of quantity ordered on purchase orders or production orders
Warehouse setting
Order Minimum Display of the order minimum from Item Master Planning Data tab
or warehouse minimum field
Order Multiple Display of the order multiple from the Item Master Planning Data
tab or warehouse order multiple field
Economic Order Qty Display of quantity entered in the in the Item Master user defined
field panel that you determine to be the economic order qty.
Min Inv Level Display of minimum inventory level quantity for a specific
setting
Max Inv Level Display of maximum inventory level quantity for a specific
setting
Inv Item Displays Inventory Item status of the item as indicated in the Item
Master Inventory checkbox
• Yes - Item is an Inventory item
• No - Item is not an inventory item
Doc Num The purchase order or production order that was created for this
recommendation. Select the orange arrow to drill into the document
details.


Field Description
Vendor Vendor Id the Purchase Order is being recommended for. Vendor
displayed is the Preferred Vendor entered in the Item Master >
Purchasing Data tab. The vendor can be changed and drill down to
the business partner master is available using the orange arrow.
Vendor Name Display only field – shows business partner name associated with the
Vendor.

Populating the screen
Enter the item code, warehouse, quantity, and due date in the header area and click the Refresh
button to populate the screen.

Additional comments for using the What If functionality
1. The Due Date entered in the header will populate to all items rows.
a. Item lead-time is not taken into consideration in calculating the due date. It is
displayed for reference only, along with the total lead time.
b. The user will need to update the Due Dates as applicable prior to creating
documents.
2. Warehouse selection in the header is important.
a. In most cases, you will want to let the warehouse default to the BOM warehouse.
b. It is important that your BOM’s, especially if they are multi-level, consistently
reflect the correct warehouse for each parent and component item.
3. Click on the Shortage Only button if you do not want to display all items.
4. You cannot save updates in the What If planning and come back to them later.
a. Updates can be made and will be reflected when documents are created. They are
not saved.

Create Documents
After reviewing, modifying, updating and selecting the What If order recommendation line(s) for
action, you are ready to create your documents.
• Click on the CREATE button to create your documents.
• When the process is complete, a System Message box will display the results. Click OK
to continue.



B1: Schedule Boards

Planning Schedule Boards give users a prioritized screen view of Sales Orders and Production
Orders in the system. The schedule boards can be sorted is various ways to give planners a quick
visual snap shot of sales orders and production order by delivery date range, customer, item, item
group, warehouse, etc…

Sales Order Schedule Board
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Sales Order Schedule Board

Revised: March. 2012 B1: Schedule Boards Page 46 of 50

Field Explanation: Header Fields

Field Description
Starting Delivery Date Enter the beginning delivery date to consider or leave blank for all
Ending Delivery Date Enter the ending delivery date to consider or leave blank for all
Customer Select specific customer to view or leave blank for all customers
Sales Order Status Select sales order status to be considered from list
• All – All sales order statuses
• Open – Open sales orders only
• Closed – Closed sales orders only
Line Status Select sales order line status from list
Select sales order line status to be considered from list
• All – All sales order line statuses
• Open – Open sales order lines only
• Closed – Closed sales order lines only
Item Group Select ALL or a specific Item Group from the list
Item Enter an item code, Tab to find and select an item from the list or
leave blank for all items
Warehouse Select ALL or a specific Warehouse from the list
Sort By Select how to view the data from the list
• Due Date – Sorted by due date
• Customer – Sorted by business partner code
• Item Group – Sorted by item group name
Display Select detail level to display
• Items – All sales order lines displayed
• Summary – Only first line of each sales order displayed

Populating the Screen
After making your selections in the Header fields, click on the Refresh button at the bottom of
the screen to view your data.



Production Order Schedule Board
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Production Order Schedule Board

Field Explanation: Header Fields


Field Description
Starting Due Date Enter the beginning due date to be considered or leave blank for all
Ending Due Date Enter the ending due date to be considered or leave blank for all
Prod Order Status Select production order status to be considered
• All – All statuses
• Planned
• Released
• Closed
• Cancelled
Item Group Select ALL or a specific item group from the list
Sort By Select how to view the data from the list
• Production Order
• Due Date
• Item
• Item Group
• Sales Order

Populating the Screen
After making your selections in the Header fields, click on the Refresh button at the bottom of
the screen to view your data.



B1: Material Planning Help
How to Access
Main Menu > MRP Menu > B1 Material Planning > B1 Material Planning Help

B1 Material Planning context Help can be accessed via the main menu
or using the standard Windows F1 or ? Key while on a B1 Material
Planning screen.

LBSi


Revised: March. 2012 B1: Material Planning Help Page 50 of 50

Material Planning for SAP Business One

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