APS: Periodic Maintenance Tasks

Perform these tasks on a regular or periodic basis to maintain your production data for planning.

• For the users that will perform the Get ATP/CTP function on transactions such as customer orders, job orders, forecasts, estimates, and so on, assign their user IDs to the user group that provides the appropriate permissions.

  The APS - Set Due Date &LT Projected and APS - Override Projected Date user groups allow the user to override the calculated availability date and enter an earlier date with which to plan the demand.

• Define planning options for your items.

  Options on the Planning and Additional Planning tabs of the Items form determine how APS handles each inventory item.

• If you want APS to consider more than two decimal places in quantity values, specify the number of decimal places in the Planning Precision field for each unit of measure code you are using.
• Define lead times for purchased items.
• Set up lead time shifts to represent business days for purchased items.
  Note:  If you do not do this, lead times assume 24-hour days and seven-day weeks.
• To define the available working times your resources can process operations, set up shifts on the Scheduling Shifts form.

  A default shift is predefined.

• Use the Work Centers form to create work centers for tracking operation costs.
• Create resource groups and resources for performing the operations.
• Create the current routing/BOM for each of your items.

  Specify one or more resource groups on each operation in the routing.

  When you create a job, you can copy the current routing/BOM to the job (it serves as a template for the job routing/BOM).

• To specify the time periods for organizing the output data on the Planning Summary Display, Master Planning Display, and Master Planning Report, create the Planning Horizon Calendar.
• Enter forecasts for items.

  See Forecasting Overview.

• Make sure item low-level codes are correct.

  See the description for the Low-Level Codes field.

  To update the low-level codes, run the Current Bill of Material Processor and Job and PS Bill of Material Processor.

• To group items that are authorized to be manufactured, create production schedules.

  Production schedules are synonymous with work-orderless, or rate-based, manufacturing. APS views a production schedule as a regular demand for items with a due date. Thus, a daily production schedule for 10 items per day is planned as five daily orders for 10 items.

• For items that you want to plan separately (usually high-cost items), create a master production schedule.

  As with production schedules, master production schedule orders are considered demands in APS.

  See Creating MPS Receipts Manually.

• Specify order priorities for planning demands on the APS Order Priority form.
• Test the viability of different production situations without affecting your database.