UserManualforKingdeeK/3WISEMaterialRequirementPlanningStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThankyouforusingtheUserManualforKingdeeK/3WISEMaterialRequirementPlanning.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheMRP: ModuleOverview OperationInstructions DetailedProcedures FunctionsandFeatures ModuleSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1OnlineTokeepyouuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,toprotectyourvalue-addedinvestmentovertime,andtocost-effectivelyupgradeyoursystem.ProductDesignBasedonthebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilities,includingbusinessflowplanning,organization,andcoordinationacrosstheproduct(service)valuechainaswellaseffectivebusinessandmanagementprocedures.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,employee’sconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethodsandtomonitortheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Acornerstoneoftheenterprise'scontinuousmanagementpractice,basemanagementdetermineswhethertheenterprise’sstrategicobjectivescanberealizedandwhethertheenterprise’sdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionintheAsia-Pacificregion,andoneofthefast-growingISVinglobalsoftwaremarket,andaleadingcompanyofChinesesoftwareindustry.ThesoftwareproductdevelopedandsoldbyKingdeeincludesthebusinessmanagementsoftwarethatmeetsthedemandofbusinessmanagementofthefast-growingnewmarket,thee-businessapplicationsoftwarethatoffersserviceviaInternet,aswellasthemiddlewaresoftwareusedbyenterprisestoestablishe-businessplatform.Besides,Kingdeealsoprovidescustomersworldwidewithsoftware-relatedmanagementconsulting,implementationandtechnicalservice.Kingdee’sunique“fastconfiguration,fastimplementation,fastapplication,fasteffect”globalizedproductandservicepositioningcanhelpcustomersmeetthechallengeoftheuncertaincommercialenvironmentcalmly,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurefast,sustainableandhealthygrowthoftheorganization.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,firstpureJAVAmiddlewaresoftware,andfirstthree-tierERPsystembasedonInternetplatform.KingdeeK/3isthebusinesssoftwarewiththehighestoccupationratiointheERPmarketamongChinesesmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleasedthenewgenerationproduct-KingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetsatlargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideaandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversenterprise’sinternalresourcemanagement,supplychainmanagement,customerrelationshipmanagement,knowledgemanagement,commercialintelligence,etc.andrealizesthebusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.CompilationAgreement AgreementofGeneralFormatFormatDescriptionArialCharacterTextItalicInputMessagePromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionBoldWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressleftmouse.Drag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse. SpecialSignsFormatDescriptionTipRemindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstanditveryclearly.PreconditionReferstotheoperationthatmustbecompletedbeforeacertainoperation.DefinitionDefinesfinancialorcomputertermsthatappear.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.EPCreferstoEvent-driven-ProcessChain.Throughconnectingtoeventandtask,userscansetupthemoduleofcomplicatedbusinessflowandmakeananalysis.EPCmethodnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.EPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanseewhichdepartmentorpostisinvolvedwiththeflowveryconveniently.ConcerningthedescriptionofthesymbolsmentionedinEPCchart,seethetablebelow:NameIconDefinitionExampleEventItdescribesthehappeningofthestateofaffairs,andoppositelyactsasatrigger.ReceivingoriginalvoucherFunctionsItdescribestheconversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitItdescribestheenterprise’sstructureroughly.AccountantoffinancialdepartmentInformation,Material,ResourceObjectItdescribestheobjectinrealworld(forexample,businessobject,andmaterialobject).AccountRouteItdisplaystheprecedencerelationshipofconnectionofdifferentflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterXORVVItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowItdescribestheprecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.ThismanualisdeliveredtogetherwithafeedbackformYouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoourK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsStatement..3Preface.4TableofContents.11Chapter1ModuleOverview..11.1AbouttheModule.11.2ModuleLocationinK/3ERPSystem.21.3InterfacewithOtherModules.3Chapter2BusinessModeandApplication.92.1BusinessType..9Chapter3MRPManagement..153.1ForecastandAverageForecast.153.2MonthlyProductionPlan..163.3PlanningHorizonManagement..163.4SchemeManagement..173.5CalculateWizardConfiguration..343.6MRPCalculationWizard.363.7MultiCalculationRangeManagement.423.8MaterialSubstitutionHandling..443.9RequirementTracking,MergeandReleasing..443.10MRPResultQuerying.45Chapter4BasicsonModuleApplication.494.1SystemInitialization..494.2SystemSettings..624.3CodingRule..694.4PrintControl..774.5DocumentType.784.6SystemOptions..784.7Multi-levelApprovalManagement..834.8TemplatePrintingofDocuments..834.9DocumentCustomization.834.10Importing/ExportingtheData..834.11PermissionManagement..83Chapter5PublicFunctions.855.1PublicFunctionsofDocument..855.2PublicFunctionsofDocumentsList.1055.3PublicFunctionsofReport.124Chapter6ProductForecast..1336.1DescriptionofProductForecastFields..1336.2ProductForecastsList..136Chapter7MonthlyProductionPlan..1477.1SettingFilterCriteria.1477.2MonthlyProductionPlanMaintenance.148Chapter8SystemSettings..1538.1PlanningSchemeMaintenance.1538.2PlanningHorizonMaintenance..158Chapter9MRP..1619.1AbouttheMRP.1619.2MRPCalculation.1679.3ProcessingofPlannedOrders--MRPMaintenance.1699.4PlannerPlatform.1839.5MRPQuery.1999.6MRPLog.212Chapter10ProjectMRP..21510.1ProjectMRPCalculation.21510.2ProjectMRPResultsProcessing.21810.3ProjectMRPLog..220Chapter11SubstitutionList..22111.1CreatingSubstitutionList.22211.2QueryingandmaintainingtheSubstitutionList..227Chapter12QueryandReport.23312.1Report.23312.2InventoryQuery..25412.3QueryAnalysisTool..267Chapter13InventoryPlanning..26913.1AboutInventoryPlanning.26913.2InventoryPlanMaintenance.27213.3InventoryPlanCalculation..27913.4InventoryPlanOrderMaintenance..28513.5InventoryPlanQuery..294AppendixAGlossary..299AppendixBFeedbackForm.303UserManualforKingdeeK/3WISEMRPChapter1ModuleOverview-1-Chapter1ModuleOverviewTheMasterProductionSchedule(MPS)andMaterialRequirementPlanning(MRP)arekeymodulesoftheERPmanagementsoftwareaswellasthegroundworkfortheevolutionoftheERPsystem.TheMPSorMRPmoduletranslatesthesalesdemandsofthemarketintointernalmanufacturingandpurchasingdemandsandthesalesplanintomanufacturingandpurchasingplans.MPSorMRPmodulegivessolutionstosuchproblemsaswhatisneeded;When;andhowmuch?Comparedwithmanualmanagement,theMPSandMRPgreatlyimprovetheefficiencyinassigningplansandmakeplansfarmoreaccurateandtimely,whichcaneliminateunnecessarystockandreducewastebothattherootandfromtheperspectiveofplans.1.1AbouttheModuleTheK/3MRPmoduleenablesuserstoeasilyperformforecastandforecastaveragingofaproductfamilyandanindividualproduct.Itisespeciallyhelpfulforenterprisesmakingproductionsbasedoninventoriesoracombinationofforecastandorder.Meanwhile,itgivessolutionstothedemandsgeneratedbySalesOrders.TheK/3MRPmoduleintegratestheadvancedMRPmanagementthoughtsintothesoftwaredesign.Ittakesindependentsalesorforecastdemandsasrealdemandsandincludeson-handinventory,allocatedquantity,andscheduledreceipt.ByexplodingthesedemandsdownwardthroughtheBOM,themodulecanworkouttheplannedquantityofmainproducts(MRPmaterials).Themasterplannercanmaintain,confirmtheplannedquantityorperformCRPtoreflecttheimpactsofthecapacityintheplanchanges.ConfirmedPlannedOrderscanbeincludedinthescheduledreceiptquantitytosupporttherollingplan.TheK/3MRPmoduleprovidesthefollowingfeature:1.1.1FlexibleForecastThek/3MRPmoduleprovidesflexibleforecastfunctions:Itsupportstheproductforecastofmanualentryofnormalself-madematerials,configuredmaterialsandvirtualmaterials,andsupportstheproductforecastgeneratedbyselectingSalesChapter1ModuleOverviewUserManualforKingdeeK/3WISEMRP-2-OrderdetailsandMaterialConsumption.Italsoenablesuserstoforecastmaterialsacrossdifferenttimerangesandaveragetheneedsformaterialbymonth,week,andday,whichcorrespondstothedaily,weeklyandmonthlyplanrespectivelyinactualoperations.1.1.2MRPCalculationWizardTheMRPmoduleprovidestheMRPCalculationWizard,whichintegratesnecessarystepsinacorrectMPScalculationsothatuserscanlearn,understand,andmastertheMRPcalculation.Theninestepsare:Welcomepage:ThisstepillustratestheMRPcalculationprocessforuserstoknowthestepsinvolvedinMRPcalculation.ItshowsavividMRPcalculationprocesstouserswhoarenotfamiliarwiththeMRPcalculationprocess.Pre-check:CheckandmaintaintheBOMvalidity,integrityandthelowlevelcodeofmaterials;Specifyingplanningscheme:SpecifythecalculationNo.,calculationscheme,andsetthestartandenddateofcalculation;Obtainingrequirements:Specifytherequirementinformationinvolvedinthecalculationaccordingtotherangeofplannedcalculationspecifiedbythecalculationscheme.Themaincontentincludes:obtaintheSalesOrderandProductForecastinvolvedinthecalculation,specifymaterialsinvolvedinthecalculation,andspecifyplanners.BOMintegralitycheck:CheckmaterialandusingBOMinvolvedintocurrentcalculation.Displayingthescheduledquantity:Itdisplaysallthescheduledquantityinformationinvolvedinthecalculation.PerformingMRPcalculation:TheK/3systemsplitstherequirementsaccordingtotheinformationgeneratedfromthestepsabovetogenerateaPlannedOrder.IfAutomaticallyReleasePlannedOrderafterCalculationisselected,thesystemwillautomaticallyreleasethePlannedOrderintothetargetdocument,suchasMO,RepetitivePP,SubcontractOrder,PurchaseRequisitionandsoon.Viewingtheresult:ViewtheMPS/MRPcalculationresultsandMPS/MRPcalculationreports.Finishpage:Thecalculationisfinished.UserManualforKingdeeK/3WISEMRPChapter1ModuleOverview-3-1.1.3CompleteMaterialSubstitutionSolutionThemoduleprovidesacompletesubstitutionmaterialsolutionwhichincludesthesubstitutionofpurchasedmaterialsandself-madematerials.AccordingtothematerialsubstitutiondefinedinPDMandthescheduledmaterialinventory,themoduleautomaticallygivessuggestionsonmaterialsubstitutionaftertheMRPcalculation.Thissolutionhelpsenterprisestoreducethedeliverytime,meetcustomerrequirements,reducestock,andcontrolproductioncosts.BeforematerialAissubstitutedbyanewmaterialA’,theinventoryoftheoldmaterialmustbeconsumed.Therefore,youneedtovalidateA’whileinvalidatingAintheBOMchangebeforedefiningtheAandA’substitution.Inthisway,ifnewdemandsappearintheMRP,themodulewillgenerateaplanforanewmaterial.Alternativemode:Substitute,replaceandcombinationsubstitution.Alternativetype:Mixed,Non-mixed,andApplicabletoBOM.Whenthealternativematerialofprimarymaterialhasshortage,ifthealternativemodeis“substitute”,primarymaterialisneeded;ifthealternativemodeis“replace”,alternativematerialisneeded.Whenmore-to-moresubstitutionofmaterialswilloccuratthesametime,acombinationsubstitutionrequirementisgenerated.Whenthealternativetypeis“mixed”,theprimaryandalternativematerialcanbeusedatthesametime;whenthealternativetypeis“non-mixed”,onlyonematerialcanbeusedtomeetthedemand’Whenthematerialsubstitutionrelationis“ApplicabletoBOM”,thissubstitutionrelationisapplicabletothespecifiedBOM;whenthematerialsubstitutionrelationis“NotapplicabletoBOM”,thissubstitutionrelationisnotapplicabletothespecifiedBOM,butapplicabletoalltheothernot-specifiedBOMs.1.1.4FlexibleAdjustment/CancellationontheDeliveryDateAccordingtoleadtimeordelayeddaysforthescheduledquantityandprinciplesdefinedintheMRPcalculationscheme,themodulegivesadjustmentandcancellationsuggestionsfortheplanned,WIP,in-transitscheduledquantityarrangedbeforethecalculationbasedonthecalculatedrequirementdateandquantity.Thisfeatureallowsplannerstoflexiblyadjusttheproductionorpurchasingplantomeetactualcustomerrequirementswithoutcausingredundantinventories.Enterprisesusuallypreparerawmaterialsandsemi-finishedproductswithinventoriestotimelymeetactualsupplyingrequirementsandincreasethedeliveryrate.Enterprisescanusethisfeaturetoadjustthestockingplanasactuallyrequired.Chapter1ModuleOverviewUserManualforKingdeeK/3WISEMRP-4-1.1.5RequirementTrackingandMergeInamake-to-orderenterprise,acompleterequirementtrackingpolicyisneededforplannerstoidentifytherequirementsthathavechangedtheoriginalplanandthenewplansthatsuitthenewrequirements.InMRPcalculationprocess,themodulerecordsthedemandsourceforeachnetdemandandplantohelpplannersensuretheaccuracyoftheplan.Meanwhile,forgeneralmaterialsthatneedtobeintegratedinproductionorpurchasedaccordingtopracticalsituation,itisunnecessarytotrackthedemandsource.Differentmergestrategieslikemergebydocumentsorbydaysaresetforplansthatdonotneedcompletetrackingtomergetheplans.AndthenreleasethemintoaMO,aPurchaseRequisitionoraSubcontractOrder,whichenablesactualproductiondepartmentandsupplierstomakeimplementations.1.1.6AvailableStockSelectionCertainmaterialsareplacedindifferentwarehousesbecausetheydifferinqualityorsupplier,orthephysicalwarehouseisfaraway.TheplannerneedstomakeclearwhatstocksareavailableforthisMRPcalculationandwhatarenot.Themoduleallowsplannerstospecifyawarehouseinordertobeinvolvedinthecalculationofavailablestock.PlannerscanspecifywarehousestobeinvolvedintheMRPcalculationbasedontheplannedconditions.1.1.7SelectingPlanCategoryInvolvedinCalculationForsomespecialbusiness(suchastrialproductionandsamplepurchase)intheenterprise,thecorrespondingrequirement,inventoryandin-transit/WIPquantityofthebusinessarenotdesiredinthematerialrequirementcalculation.Themoduleprovidesthefunctionofspecifyingthedocumentsofvariousplancategoriesforparticipatingincalculation.TheenterpriseplannercanspecifythedocumentsofvariousplancategoriestobeinvolvedinthisMRPcalculationbasedontheplancriteria.UserManualforKingdeeK/3WISEMRPChapter1ModuleOverview-1-1.1.8FlexibleQueryonMRPCalculationProcessThemoduleprovidesaflexiblequerymethodforplannerstoviewthesourceofrequirements;BoPinventory;assigneddataoccupiedbyotherMOs,SubcontractOrders,andRepetitiveMOs;andthescheduledreceiptsofPurchaseOrders,MOsandSubcontractOrders,soastomakesuretheplaniscorrect.1.1.9DetailedStatusonAnticipatedQuantityDocumentThemodulebreaksdowndocuments:thescheduledreceiptintoplan,in-transit,ininspection,andsubstitution;assigneddataintodelaysales,plan,task,substitution,andlockedstock.Thisfeatureallowsplannerstoknowtheactualsituationbetterandhelpsthemevaluatetheaccuracyoftheplan.1.1.10PresettingofMultipleAvailablePlansThemodulepresetsfourplanningschemesbasedondifferentindustriesandenterprises.Enterpriseuserscanselectorestablishworkableschemesbasedonactualsituation.1.1.11GenerationofVariousTypesofTargetDocumentsforSelf-madeMaterialThemodulereleasesdifferenttargetdocumentsaftercalculationbasedonthesetparameters.Italsosupportsmanykindsofprocessingmethods,suchasself-made->SubcontractOrder,self-made->PurchaseRequisition.Enterpriseplannerscanadoptdifferentprocessingmethodsbasedontheactualproductionstatus.1.1.12Easy-to-useDetailedandSpecificRecordsofCalculationProcessThemoduleprovidesadetailedandclearlogofthecalculationprocessforenterpriseplannerstounderstandthecalculationprocesseasily.Byanalyzingthelog,plannerscaneasilyfindoutwhytheMRPgoeswrong.ThemodulealsoprovidesatoolthatallowsplannerstousetheMRPcalculationfeaturesinanall-roundmannertomaketheMR.
