Actioning recommendations

To raise purchase orders from recommendations:

• Automatically generate order and return numbers must be selected on the POP settings Document Numbering tab.
• POP order generation option must be set to Use MRP or Use Bothon the POP settings Order Generation tab.

Open: Planning > MRP > MRP List.

• Whilst none of the recommendations is selected, click Action in the MRP - Recommendations list in the MRP list window.

Open: Planning > MRP > Processing > Action Recommendations.

1. Confirm at the prompt that you want to process all recommendations.

The Action Recommendations window appears.

2. Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
3. To apply the quantities, click OK.

The status of the recommendation changes to Actioned.

Note: When you action a make recommendation, 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..

Open: Planning > MRP > Records > Amend Recommendation.

1. Select the record number of the recommendation that you want to action.
2. Select the Tags tab.

Note: Depending on the Default Tags View To setting on the Planning Settings General tab, the recommendations are displayed as expanded or collapsed. If you selected Expanded as the default view, the recommendation you selected is displayed in bold. All other linked recommendations are shown in a tree view structure. If you selected Collapsed as the default view, you must click Expand All to display the tree view structure.

3. Select the recommendation in the tree view that you want to action.
4. Click Action and select one of the following actions.

Action this recommendation	Select this to action only the selected recommendation without affecting any recommendations it is linked to.
Action selected recommendations	Select this to action all selected recommendations without affecting any descendents.
Action selected and descendents	Select this to action only the selected recommendation and its descendents.
Action all related recommendations	Select this to action all related recommendations.

5. If you choose Action this recommendation, the Action Recommendations window appears.

Selecting any of the other three actions produces the Select Types to Action window first.

• Choose whether to action make or buy recommendations, or both.
• To apply the types, click OK.

The Action Recommendations window appears.

6. In the Action Recommendations window, choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
7. To apply the quantities, click OK.

The status of the recommendation changes to Actioned.

Note: When you action a make recommendation, 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..

Open: Planning > MRP > MRP List.

1. In the MRP - Recommendations list, select the recommendations that you want to action, and click Action.

Note: To action all recommendations, do not select any recommendations before clicking Action. Then, confirm that you want to action all recommendations.

2. Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
3. To apply the quantities, click OK.

The status of the recommendation changes to Actioned.

Note: When you action a make recommendation, 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..

Open: Planning > MRP > Enquiries > Tags/Exceptions.

1. Select the Reference of the recommendation that you want to action.

Note: Depending on the Default Tags View To setting on the Planning Settings General tab, the recommendations are displayed as expanded or collapsed. If you selected Expanded as the default view, the recommendation you selected is displayed in bold. All other linked recommendations are shown in a tree view structure. If you selected Collapsed as the default view, you must click Expand All to display the tree view structure.

2. Select the recommendation in the tree view that you want to action.
3. Click Action and then select from the following actions available.

Action selected recommendations	Select this to action all selected recommendations without affecting any descendents.
Action selected and descendents	Select this to action only the selected recommendation and its descendents.
Action all related recommendations	Select this to action all related recommendations.

The Action Recommendations window appears.

4. Choose whether to action actual or adjusted quantities. Adjusted quantities are actual quantities adjusted to take account of any reorder quantities.
5. To apply the quantities, click OK. The status of the recommendation changes to Actioned.

Note: When you action a make recommendation, 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..