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Amending recommendations

You can review and amend recommendations made from running MRP.

Recommendation details can be selected from the MRP - Recommendations list. Recommendation details are also available by drilling down from the Stock Projection List window.

Note: You can amend the recommendations graphically using Graphical Planner.

To amend recommendations

Open: Planning > MRP > Records > Amend Recommendation | Details.

1. Select the recommendation.
2. If required, amend the following recommendation details.

   Warehouse

   The warehouse delivery address (set up in when you create a warehouse in Stock Control) is displayed on the Delivery Address tab.

   Note: A supplier must be selected.

   Adjusted Quantity

   Note: If you enter a quantity that does not match with the unit of measureThe quantity in which a stock item is measured for purchase, sale or storage., the quantity is automatically adjusted to the nearest appropriate value.

   If the recommendation is a sales order and the sales order is linked, you cannot adjust the quantity to less than the quantity on the linked sales order line.

   Cost Price (using the supplier's currency).

   Start Date and time (At).

   End Date and time (At).

   Supplier

   Click the down arrow in the Supplier box.

   The Select Supplier window appears.

   Select the supplier you want from the list. For example, you might need a supplier with a lower minimum order quantity. Click View All Suppliers to select a supplier from the complete list of suppliers.

   Note: If you are changing from a make to a buy item by adding a supplier, and the recommendation is linked, you are prompted to confirm you want to replace the permanent link with a temporary tag when you save the changes.

   Buyer Code

   Priority

   The Priority of the works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing. is shown. The priority range is from -32000 to 32000. The lower the number, the higher the priority, so -32000 is the highest priority and 32000 is the lowest priority. This information passes into Graphical Planner and is used during planning.

   Note: When a Make MRP Recommendation is actioned, the priority is copied to the works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing..

   Note: If you change Supplier, Adjusted Quantity, Start Date or End Date, you must action the recommendation before running MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand.. If you do not, your changes will be lost. Actioning the recommendation and running MRP will show the effect of your changes.

3. Select the Follow Up check box if you want to perform any follow up action on the recommendation.
4. Select the Exclude from Stock Projection check box if you want to exclude the item from the stock projection list.
5. Select the Exclude from Graphical Planner check box if you want to exclude the recommendation from export to Graphical Planner.
6. Select the Delivery Address tab to review the delivery address.

Note: The delivery address is the address of the warehouse selected on the Details tab. You cannot amend it here. If you need to amend it, this can be done when you edit the warehouse in Stock Control.

7. Select the Tags tab to review the links between other items.

Linked sales ordersDocuments that state the quantity, description and price of goods and services ordered. They also specify agreed payment terms and discounts, delivery details and other agreements pertinent to the sale and its supply. are indicated by the suffix (LINKED).

Note: You can action recommendations from this tab.

8. Select the Exceptions tab to show items that may not be needed.
9. Select the Splits tab to view all associated MRP records if the item has been split.
10. Select the Routing tab to view the operationsThe labour, machine and tool processes required to manufacture an item. routingA list of operations, in sequence, needed to manufacture a part. A routing should include the amount of resource required at each work centre the part passes through. Tooling should also be included in a part's routing. Routing information should be held for every manufactured part and used for capacity planning and costing. of the items against make recommendations only.
11. To save your changes to the recommendations, click Save.

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