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Material Planning Screen

Menu Path:
Purchase → Operations → Material Planning

Description:​

The Material Planning screen is used to plan the required materials such as child parts and consumables based on a planned production quantity.

This screen helps you to:

  • View the required parts and consumables.
    • Check the required quantity of child parts and consumables.
  • Check the available stock (In-Hand, Pending PO, Shortage).
  • Validate parts using a checkbox.
  • Directly raise Purchase Orders (PO) or Purchase Requests (PR) in draft status.

How to Use:​

There are three input fields:

  1. Part Dropdown: Select the main part for which material needs to be planned.
  2. Quantity Input: Enter the planned production quantity.
  3. Child Part Detail Level: Choose whether to include only first-level child parts or all levels of child parts.

Click Submit to fetch the material details.

After Submit – You Will See:​

1. Part Details​

  • Displays selected part, entered quantity, and selected child part level.

2. Production Schedule​

  • Shows both current and upcoming production plans.
  • Calculates remaining quantity after considering production already completed.
  • Expand rows to view detailed production schedule.

3. Stock Details​

  • Checkbox: Validate whether the part is ready for PO/PR.
  • Ready to Raise PO: Indicates if the part is eligible for PO (linked parts are not shown here).
    • ⚠️ Warning Icon: Click to see missing details like supplier, tax, price, etc.
    • 🗂️ Sitemap Icon: Click to view linked part information.
  • Parent Part: Displays the parent part for each child part.
  • Product Type: Indicates if it is a part, tool, item, etc.
  • Product Name: Displays the name of the child part or consumable.
  • Unit: Unit of measurement.
  • Child Part Qty: Quantity of child part required per parent part.
  • Required Qty: Planned Qty × Child Part Qty
  • Store Stock: Available quantity (Opening Stock + Inward - Consumption)
  • Safety Stock: Predefined minimum stock limit.
  • WIP (Work in Progress): Based on production schedule and done qty.
  • Pending PO: Sum of all approved/placed/partially received supplier POs.
  • Shortage Qty:
    Shortage = (Required Qty + WIP + Safety Stock) – (Store Stock + Pending PO)
  • Order Now Qty: Auto-filled from shortage (editable by user).

Final Actions:​

The Raise Purchase Order and Raise Purchase Request buttons are shown or hidden based on organization details and the value of the materialplanningAction dropdown:

  • If materialplanningAction is set to PO, only the Raise Purchase Order button is displayed.
  • If set to Purchase Request, only the Raise Purchase Request button is displayed.
  • If set to Both, both buttons are displayed.

4. Raise Purchase Order​

Raises a PO for selected, validated parts where Order Now Qty > 0.

5. Raise Purchase Request​

Raises a PR for selected, validated parts where Order Now Qty > 0.

6. PO/PR Listing​

Once PO or PR is raised, it will be listed below the buttons with:

  • Supplier name
  • Date & Time
  • Part details and quantities