Got this wall of text below from support on time phase. I apologize for its length.
Summary: Time Phased Report - Report Notes
Book: Support Solutions
Page: 6095MPS
Page 6095MPS
Time Phased Report - Report Notes
The Time Phased Report ties together data in the Purchasing, Job Management, Order Management and Inventory modules. It projects future inventory balances by analyzing planned receipts and requirements for each part.
* Planned receipts are determined from open purchase order releases and job and part or assembly stock production quantities. Planned requirements are determined from open sales order releases and job material or assembly requirement.
This report is intended to answer the following questions:
- What needs to be purchased?
- When does it need to be purchased?
- Do my jobs cover my manufacturing requirements?
When you run the report, you will need to choose the following
parameters:
1. Specify the Part Type you want to appear on the report. You can choose to print Purchased parts, Manufactured parts, or both. Note that inactive parts will always be excluded from this report unless you elect to print the report for a specific inactive part.
2. Specify the Stock Type you want to appear on the report. You can choose to print Stock items, Non-Stock items, or both. Stock items are parts that are set up in your part master file (they may have been coded as non-stock items in the part master file but are considered as stock items for the purposes of this report). Non-stock items are parts that do not exist in your part master file.
* Note that if you select Purchased as the Part Type and Non-Stock as the Stock Type, requirements or receipts from Job Heading, Job Assembly, or Order Release records with part numbers that do not exist in your part master file will not be included on the report. If you select Manufactured as the Part Type and Stock as the Stock Type, requirements or receipts from Job Materials or PO Release records with part numbers that do not exist in your part master file will not be included on the report.
3. Specify the Part Classes you want to appear on the report. By default, all Part Classes will be selected.
* Select Blank to choose parts with no part class selected.
4. Specify the date you wish to Project Balances Through. This is the cutoff date for the report, and determines which receipts and requirements are printed on the report. If no date is entered, all receipts and requirements are printed. This date is ignored if you choose to print Exceptions Only. That version of the report uses the Ignore If date as the cutoff date. Only parts with planned receipts or requirements on or before this date will be printed.
* In addition, any part that is below minimum or above minimum stock levels will always be printed, even if there are no planned receipts or requirements. This is the case when 'Exceptions Only' is unchecked on
the Time Phased Material Requirement Report.
5. Specify if you want to print Exceptions Only. This indicates whether or not the report should only include parts whose projected on-hand quantity is either below or above certain quantities. If you don't select this option, the report will include requirements for all parts, even if you have an adequate quantity of those parts on hand. If you select this option, you will also need to indicate which of the following exceptions you want to include:
a) Below Reorder - Specify if the report should include parts whose projected on hand quantity is below the suggested reorder quantity. The reorder quantity is calculated as the part's safety stock quantity added to the part's minimum oh-hand quantity.
b) Below Minimum - Specify if the report should include parts whose on hand quantity is projected to fall below the minimum quantity set up in the part master. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least equal to the Minimum quantity.
c) Below Safety - Specify if the report should include parts whose on hand quantity is projected to fall below the safety quantity set up in the part master. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least
equal to the safety quantity. (Safety stock can be defined as a buffer
to fall back on during the part's lead time).
d) Below Zero - Specify if the report should include parts whose on hand quantity is projected to fall below zero. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least equal to zero.
e) Over Maximum - Specify if the report should include parts whose on hand quantity is projected to climb higher than the part's maximum quantity set up in the part master.
6. Specify the date to Ignore if no need to order by. This is the cutoff date for suggested order dates.
* The time-phased report does not include information about any inactive parts. If you want to print Time-phased information for an inactive part, go to part tracker's time phased display.
---------
TIPS:
---------
The Time Phased report is the way that Vantage allows Purchasing and Production to check current balances, review allocations and planned receipts, and to predict shortages and overages.
EXAMPLES:
Use the Time Phased report to track raw material shortages:
Select Purchased Part Type, Both Stock Type, choose Exceptions, Below Reorder.
Use the Time Phased report to make sure manufacturing is on track:
Select Manufactured Part Type, Inventory Stock Type, with no Exceptions.
-----------------------------------
TROUBLESHOOTING:
-----------------------------------
* Subassembly information does not print on the Time Phased Report, but the Time Phased Requirement Planning does utilize subassembly requirement information. If subassemblies are produced for a finished part, there is no need to show the requirement. Subassembly parts will be produced for the job in question. Requirement and Receipt information will show up on the Time Phased Report if the planned quantity is less than or greater than what is required on the job getting produced.
* "Direct" on the Time Phase Report indicates that the item is being produced for a Sales Order.
* Information is no longer included in the Time Phase Report when you receive a purchase order complete or when you receive complete to inventory; if you ship all remaining; or if you close a release.
* Parts that have a quantity on hand of zero or have a quantity on hand below a minimum will not show up as an exception unless there is an outstanding requirement. The Time Phased Report is designed as an exception report. With no requirements, there is no need to list part as an exception.
* Vantage Help states that the Reorder quantity is calculated as the part's safety stock quantity multiplied by the lead time and added to the part's minimum on-hand quantity. This is incorrect. Reorder quantity is calculated as the part's safety stock added to the part's minimum on-hand quantity.
----------------------------
REPORT NOTES:
----------------------------
This section contains notes about the Time Phased Material Requirements report in the Inventory Management module.
1. The primary files that are referred to are OrderRel, JobHead, JobAsmbl, JobMtl, PoDetail, PoRel, Part, PartBin, JobProd, PartDtl and PartSug, SugPODtl, SugPOChg, SugPOMsc.
2. This program first creates the IMR60 temporary table of pending receipts and requirements. Pending Receipts come from either open PO release lines, open job production quantities or open job assembly overrun quantities. Pending Requirements come from either open sales order release lines, open job material lines, or open job assembly pull quantities. See Creating IMR60 for more details on how this table is created.
3. If the program is not calculating Suggested Order Dates then the program processes all the records in the temp file in order by Part, Due Date and Type (receipts before requirements), printing as it goes.
Material and assembly records could have dates of "?". This happens when the job hasn't been scheduled yet. A special sort code is included for these records so that they appear after all dated receipts and requirements.
4. If Suggested Order Dates are to be calculated then some additional work is required to determine if the part should be printed.
- Read the IMR60 file a second time
- Calculate a projected balance as each record is read. This is a running total, beginning with the current QOH (0 for non-inventory parts), then adding receipt quantities and subtracting requirement quantities.
- The Projected Balance is compared to the "when to reorder criteria" entered (below reorder, below minimum, below safety, or below
zero)
- If the record meets the reorder condition then a suggested order date is calculated (DueDate - LeadTime).
- If the Suggested Order Date is > "ignore" date entered then part is not printed
5. The OnhandQty printed next to each receipt or requirement is the projected inventory balance on that date. This is the projected balance as noted above.
See for additional examples of ways to use this report.
ADDITIONAL INFORMATION:
The Time Phased Temp Table: Technical Notes (IMR60) This section contains programming details about how the IMR60 temp table used to print the Time Phased report is created.
Get the pending receipts...
Read PoRel, select record if...
- DueDate <= ProjectThru
- Release is open (not received complete, RelQty > ReceivedQty)
- Meets Part selection criteria
- Calculate the outstanding receipt quantity in inventory unit of measure
- If the part number is different than the job material flag as Substitute
Read JobHead, select record if...
- ReqDueDate <=ProjectThru
- Job is open
- Job has open quantity (ProdQty > (QtyShip + MfgReceipts))*
* QtyShip and MfgReceipt totals are from PartTran records (MFG-CUS and MFG-STK transaction types)
- Meets Part selection criteria
- If the part number is different than the linked order flag as Substitute
Read JobAsmbl, select record if...
- OverRunQty > 0
- DueDate <= ProjectThru
- Assembly is open and has open quantity (OverRunQty > TotMfgRcpt * )
* TotMfgRcpt is total mfg.receipts from PartTran (MFG-STK transactions) Get the pending requirements...
Read JobAsmbl, select record if...
- StartDate <= ProjectThru
- PullQty > 0
- Assembly is open and has open quantity (PullQty > IssuedQty)
- Meets the Part selection criteria
Read JobMtl, select record if...
- ReqDate <= ProjectThru
- Material is open and has open quantity (RequiredQty >
IssuedQty)
- Meets the Part selection criteria
- If the part number is different than PO flag as Substitute
Read OrderRel, select record if...
- ReqDate <= ProjectThru
- Release is open and has open quantity (ReqQty > (JobShippedQty
+ StockShippedQty)
- If the part number is different than linked job flag as Substitute
"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com
Creating customer confidence through extraordinary service and experienced industry experts.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Tuesday, March 15, 2011 1:21 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Time Phase - where does data come from??
Sorry, Tony is right, its PartDtl.
-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Brian W. Spolarich
Sent: Tuesday, March 15, 2011 3:21 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Time Phase - where does data come from??
PartWhse contains the demand information for parts:
The purpose of this file is to indicate in which warehouses a part may exist. A part can exist in one or more warehouses. This file also holds allocation totals for sales order and job requirements for specific part at the warehouse level. This file is a subset to the Part file. At least one PartWhse record will exist for each record in the Part file.
-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Keith Walter
Sent: Tuesday, March 15, 2011 3:14 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Time Phase - where does data come from??
Does anyone know where the data comes from in Time Phase? the grid is what i am
curious about... the data-source is "TimePhase", but no such table exists.
There is a "TimePhas" table, but the Data Dictionary claims this is "template"
table, and contains NO data. I assume a process is building a dataset at
run-time when you enter a part in the TP form... but where is it pulling its
data from?
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...<mailto:keith.walter%40norgrenauto.com>
[Non-text portions of this message have been removed]
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
[Non-text portions of this message have been removed]
Summary: Time Phased Report - Report Notes
Book: Support Solutions
Page: 6095MPS
Page 6095MPS
Time Phased Report - Report Notes
The Time Phased Report ties together data in the Purchasing, Job Management, Order Management and Inventory modules. It projects future inventory balances by analyzing planned receipts and requirements for each part.
* Planned receipts are determined from open purchase order releases and job and part or assembly stock production quantities. Planned requirements are determined from open sales order releases and job material or assembly requirement.
This report is intended to answer the following questions:
- What needs to be purchased?
- When does it need to be purchased?
- Do my jobs cover my manufacturing requirements?
When you run the report, you will need to choose the following
parameters:
1. Specify the Part Type you want to appear on the report. You can choose to print Purchased parts, Manufactured parts, or both. Note that inactive parts will always be excluded from this report unless you elect to print the report for a specific inactive part.
2. Specify the Stock Type you want to appear on the report. You can choose to print Stock items, Non-Stock items, or both. Stock items are parts that are set up in your part master file (they may have been coded as non-stock items in the part master file but are considered as stock items for the purposes of this report). Non-stock items are parts that do not exist in your part master file.
* Note that if you select Purchased as the Part Type and Non-Stock as the Stock Type, requirements or receipts from Job Heading, Job Assembly, or Order Release records with part numbers that do not exist in your part master file will not be included on the report. If you select Manufactured as the Part Type and Stock as the Stock Type, requirements or receipts from Job Materials or PO Release records with part numbers that do not exist in your part master file will not be included on the report.
3. Specify the Part Classes you want to appear on the report. By default, all Part Classes will be selected.
* Select Blank to choose parts with no part class selected.
4. Specify the date you wish to Project Balances Through. This is the cutoff date for the report, and determines which receipts and requirements are printed on the report. If no date is entered, all receipts and requirements are printed. This date is ignored if you choose to print Exceptions Only. That version of the report uses the Ignore If date as the cutoff date. Only parts with planned receipts or requirements on or before this date will be printed.
* In addition, any part that is below minimum or above minimum stock levels will always be printed, even if there are no planned receipts or requirements. This is the case when 'Exceptions Only' is unchecked on
the Time Phased Material Requirement Report.
5. Specify if you want to print Exceptions Only. This indicates whether or not the report should only include parts whose projected on-hand quantity is either below or above certain quantities. If you don't select this option, the report will include requirements for all parts, even if you have an adequate quantity of those parts on hand. If you select this option, you will also need to indicate which of the following exceptions you want to include:
a) Below Reorder - Specify if the report should include parts whose projected on hand quantity is below the suggested reorder quantity. The reorder quantity is calculated as the part's safety stock quantity added to the part's minimum oh-hand quantity.
b) Below Minimum - Specify if the report should include parts whose on hand quantity is projected to fall below the minimum quantity set up in the part master. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least equal to the Minimum quantity.
c) Below Safety - Specify if the report should include parts whose on hand quantity is projected to fall below the safety quantity set up in the part master. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least
equal to the safety quantity. (Safety stock can be defined as a buffer
to fall back on during the part's lead time).
d) Below Zero - Specify if the report should include parts whose on hand quantity is projected to fall below zero. This option is selected and disabled if you select the Below Reorder option, since the Reorder quantity is always at least equal to zero.
e) Over Maximum - Specify if the report should include parts whose on hand quantity is projected to climb higher than the part's maximum quantity set up in the part master.
6. Specify the date to Ignore if no need to order by. This is the cutoff date for suggested order dates.
* The time-phased report does not include information about any inactive parts. If you want to print Time-phased information for an inactive part, go to part tracker's time phased display.
---------
TIPS:
---------
The Time Phased report is the way that Vantage allows Purchasing and Production to check current balances, review allocations and planned receipts, and to predict shortages and overages.
EXAMPLES:
Use the Time Phased report to track raw material shortages:
Select Purchased Part Type, Both Stock Type, choose Exceptions, Below Reorder.
Use the Time Phased report to make sure manufacturing is on track:
Select Manufactured Part Type, Inventory Stock Type, with no Exceptions.
-----------------------------------
TROUBLESHOOTING:
-----------------------------------
* Subassembly information does not print on the Time Phased Report, but the Time Phased Requirement Planning does utilize subassembly requirement information. If subassemblies are produced for a finished part, there is no need to show the requirement. Subassembly parts will be produced for the job in question. Requirement and Receipt information will show up on the Time Phased Report if the planned quantity is less than or greater than what is required on the job getting produced.
* "Direct" on the Time Phase Report indicates that the item is being produced for a Sales Order.
* Information is no longer included in the Time Phase Report when you receive a purchase order complete or when you receive complete to inventory; if you ship all remaining; or if you close a release.
* Parts that have a quantity on hand of zero or have a quantity on hand below a minimum will not show up as an exception unless there is an outstanding requirement. The Time Phased Report is designed as an exception report. With no requirements, there is no need to list part as an exception.
* Vantage Help states that the Reorder quantity is calculated as the part's safety stock quantity multiplied by the lead time and added to the part's minimum on-hand quantity. This is incorrect. Reorder quantity is calculated as the part's safety stock added to the part's minimum on-hand quantity.
----------------------------
REPORT NOTES:
----------------------------
This section contains notes about the Time Phased Material Requirements report in the Inventory Management module.
1. The primary files that are referred to are OrderRel, JobHead, JobAsmbl, JobMtl, PoDetail, PoRel, Part, PartBin, JobProd, PartDtl and PartSug, SugPODtl, SugPOChg, SugPOMsc.
2. This program first creates the IMR60 temporary table of pending receipts and requirements. Pending Receipts come from either open PO release lines, open job production quantities or open job assembly overrun quantities. Pending Requirements come from either open sales order release lines, open job material lines, or open job assembly pull quantities. See Creating IMR60 for more details on how this table is created.
3. If the program is not calculating Suggested Order Dates then the program processes all the records in the temp file in order by Part, Due Date and Type (receipts before requirements), printing as it goes.
Material and assembly records could have dates of "?". This happens when the job hasn't been scheduled yet. A special sort code is included for these records so that they appear after all dated receipts and requirements.
4. If Suggested Order Dates are to be calculated then some additional work is required to determine if the part should be printed.
- Read the IMR60 file a second time
- Calculate a projected balance as each record is read. This is a running total, beginning with the current QOH (0 for non-inventory parts), then adding receipt quantities and subtracting requirement quantities.
- The Projected Balance is compared to the "when to reorder criteria" entered (below reorder, below minimum, below safety, or below
zero)
- If the record meets the reorder condition then a suggested order date is calculated (DueDate - LeadTime).
- If the Suggested Order Date is > "ignore" date entered then part is not printed
5. The OnhandQty printed next to each receipt or requirement is the projected inventory balance on that date. This is the projected balance as noted above.
See for additional examples of ways to use this report.
ADDITIONAL INFORMATION:
The Time Phased Temp Table: Technical Notes (IMR60) This section contains programming details about how the IMR60 temp table used to print the Time Phased report is created.
Get the pending receipts...
Read PoRel, select record if...
- DueDate <= ProjectThru
- Release is open (not received complete, RelQty > ReceivedQty)
- Meets Part selection criteria
- Calculate the outstanding receipt quantity in inventory unit of measure
- If the part number is different than the job material flag as Substitute
Read JobHead, select record if...
- ReqDueDate <=ProjectThru
- Job is open
- Job has open quantity (ProdQty > (QtyShip + MfgReceipts))*
* QtyShip and MfgReceipt totals are from PartTran records (MFG-CUS and MFG-STK transaction types)
- Meets Part selection criteria
- If the part number is different than the linked order flag as Substitute
Read JobAsmbl, select record if...
- OverRunQty > 0
- DueDate <= ProjectThru
- Assembly is open and has open quantity (OverRunQty > TotMfgRcpt * )
* TotMfgRcpt is total mfg.receipts from PartTran (MFG-STK transactions) Get the pending requirements...
Read JobAsmbl, select record if...
- StartDate <= ProjectThru
- PullQty > 0
- Assembly is open and has open quantity (PullQty > IssuedQty)
- Meets the Part selection criteria
Read JobMtl, select record if...
- ReqDate <= ProjectThru
- Material is open and has open quantity (RequiredQty >
IssuedQty)
- Meets the Part selection criteria
- If the part number is different than PO flag as Substitute
Read OrderRel, select record if...
- ReqDate <= ProjectThru
- Release is open and has open quantity (ReqQty > (JobShippedQty
+ StockShippedQty)
- If the part number is different than linked job flag as Substitute
"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com
Creating customer confidence through extraordinary service and experienced industry experts.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian W. Spolarich
Sent: Tuesday, March 15, 2011 1:21 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Time Phase - where does data come from??
Sorry, Tony is right, its PartDtl.
-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Brian W. Spolarich
Sent: Tuesday, March 15, 2011 3:21 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Time Phase - where does data come from??
PartWhse contains the demand information for parts:
The purpose of this file is to indicate in which warehouses a part may exist. A part can exist in one or more warehouses. This file also holds allocation totals for sales order and job requirements for specific part at the warehouse level. This file is a subset to the Part file. At least one PartWhse record will exist for each record in the Part file.
-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Keith Walter
Sent: Tuesday, March 15, 2011 3:14 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Time Phase - where does data come from??
Does anyone know where the data comes from in Time Phase? the grid is what i am
curious about... the data-source is "TimePhase", but no such table exists.
There is a "TimePhas" table, but the Data Dictionary claims this is "template"
table, and contains NO data. I assume a process is building a dataset at
run-time when you enter a part in the TP form... but where is it pulling its
data from?
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...<mailto:keith.walter%40norgrenauto.com>
[Non-text portions of this message have been removed]
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
------------------------------------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
[Non-text portions of this message have been removed]