Power ATP adds numerous enhancements beyond what is available in the standard Inventory Available to Promise window, such as:
- Can include MRP Planned Manufacturing Orders and Purchase Orders in the ATP calculation
- Can include Field Service inventory requirements from Service Calls and Work Orders
- Can include In Transit Transfer
- Can include Manufacturing Sales Forecasts
- Color coded ATP to makes it very easy to spot shortages
- Allows changing dates to see impact of moving an MO or PO
- Allows changing quantities to see impact of bumping up or down an MO or PO
- Can include multiple sites at one time in the ATP calculation
- Can create MOs and POs directly from the ATP window
- Includes Lot Numbers by expiration date in the ATP calculation
PowerATP includes the following transactions in the ATP calculation:
- Sales Transactions
- Purchase Orders
- Inventory Transactions
- Inventory Transfers
- Manufacturing Orders
- Manufacturing Picklists
- Manufacturing Sales Forecasts
- Service Calls
- Service Depot Work Orders
- Service In Transit Transfers
- MRP Suggested Manufacturing Orders
- MRP Suggested Purchase Orders
- Other sources of demand or supply (see Adding Custom Sources)
Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup
Mark the box next to “Power ATP”. Restart Dynamics GP.
At least one Option Set must be created. The first time you open PowerATP, it will prompt you to create an Option Set if one does not exist.
The Option Set defines, among other settings, which sites to include in the ATP calculation.
Click the OPTIONS button to open ATP Setup to create a new Option Set.
At least one Option Set must be created for PowerATP to function.
User Default: an Option Set can be set as the Default Option Set for a User. The other Option Sets will still be available, but the window will open with the Default selected. Click the User Default button to open the User Default window.
Enter users for whom the selected Option Set should be the default.
Zoom Settings: ZOOM settings control how the ATP window will open source documents—either Inquiry windows or Transaction Entry/Maintenance windows.
Subtract Safety Stock: if marked, an extra “demand” line will be added as the top row of the ATP display to remove the Safety Stock Quantity (Safety Stock is subtracted from available inventory on date 0/0/0000, so that all future ATP calculations start from a lower starting inventory quantity). If all sites are included, Safety Stock will come from the Item Resource Planning Initial Values. If one or more sites are included, Safety Stock will be the sum of the Safety Stock values on Item Resource Planning for each of the included sites.
Use Order Up To Level: Order Up To Level is considered the maximum desired stock quantity. When inventory is above this level the ATP quantity will be highlighted with a Yellow bar.
- Item Number: if enabled, the scrolling buttons on the PowerATP window will scroll through just the specified item numbers. This is useful if a Planner works with only a small sub-set of items. Items can be added on at a time to the Item List, or via one of the mass-add options.
To mass-add items, click the “+” button.
The Add Items window integrates with SmartList. It will pull in all of the Items from a displayed SmartList Favorite. The only requirement is that the first column of the Favorite is “Item Number”.
Click Open SmartList. When SmartList is opened from the Add Items window, an Additional Menu item will be added to the SmartList window, such as “Add Items to DEFAULT”.
In SmartList, select the Favorite and make any necessary restrictions with the Search criteria. Then run the integration by selecting Additional >> Add Items to DEFAULT (it will display the name of the current Option Set).
After importing the list of items, SmartList will close automatically.
The “-“ (minus) button provides an option to Delete All Items from the list.
- INV Site: only include On Hand Inventory, Safety Stock, Order Up To Level, and Inventory Transactions from a list of sites. If sites are specified, all inventory values that come from Item Resource Planning will be the sum of the selected sites. For example, if Order Up To Level is used, the ATP will be flagged as exceeding Order Up To Level when the ATP quantity exceeds the sum of Order Up To Level from all selected sites in total. If no sites are specified the system will use the “Initial Values” settings. Click the Expansion button to open the Sales Sites Restrictions window. Enter the site/sites to include.
- MFG Site: mark to only include MOs and Picklists for specified sites. MOs will be selected when the “Post To” site on MO Entry in in the MFG Sites list. Picklist items will be included when the Draw From site is listed in the MFG Sites list.
- MFG Status: mark to only include MOs that have a specified status. Click the expansion button to open the MO Status Restrictions window (below). Mark which Status(es) should be included.
If Restrict By MFG Status is NOT marked, Manufacturing Orders and Picklists will be included when the MO Status is Open, Released or Partially Received.
If you want to include other statuses, or not include one of the default statuses, you must mark Restrict By MFG Status and select the statuses you want included.
- POP Site: mark to only include PO Lines for specified sites, otherwise all PO Lines are included regardless of Site.
- SOP Site: Include only sales orders from specific sites. Click the Expansion button to open the Sales Sites Restrictions window. Enter the site/sites to include.
- FCST Site: Include only Sales Forecasts for specific Sites. Click the Expansion button to open the FCST Sites Restrictions window. Enter the site/sites to include.
- Include Supply Sources: Mark which sources of Supply you want to include in the ATP calculation. “Supply” is a transaction which adds inventory.
- Include Demand Sources: Mark which sources of Demand you want to include in the ATP calculation. “Demand” is a transaction which removes inventory.
The Manufacturing and Service related options will only be available if those modules are installed.
Sales Forecasts are only included if Manufacturing’s Material Requirements Planning is being used, and has a current MRP Run that includes one or more selected forecasts. To make a forecast visible to MRP it must be added to Forecasting Selections.
Lookup the Forecast in the Sales Forecasting window. It must be assigned a Site ID. Click the GoTo Button and select Forecasting Selections.
Click the INSERT button to add the forecast to MRP Forecasting Selections.
Custom sources of inventory supply and demand can be added into PowerATP. For example, perhaps you have 3rd Party Project Software or Manufacturing software. The inventory supply or demand from these sources can be included in PowerATP.
The installation process for MFG PowerPack creates two SQL stored procedures in the company database:
Each has two input parameters: Item Number, Plan ID (“Option Set”).
The output must be a results set with four columns:
- Date (i.e. Required Date/ Due Date)
- Document Number
- Quantity (in Base Unit of Measure)
- Date Label (i.e. ‘Required’ or ‘Due’)—this is custom label that will appear in PowerATP describing the type of date.
SELECT ReqShipDate, SOPNUMBE, (QUANTITY * QTYBSUOM), ‘Required’
from SOP10200 where ITEMNMBR = @ItemNum
This query would add “demand” from Sales Lines.
Modify the stored procedures to return data from your custom inventory supply or demand source.
ATP Sites (W4970713)
- Plan ID
- 1 = INV Sites
- 2 = MFG Sites
- 3 = POP Sites
- 4 = SOP Sites
- Location Code
ATP MO Status (W4970711)
Setup Detail (W4970901) stores Checkboxes & Dropdown lists
- ProdID = 4970
- NodeID: Retreived from W4970900 where ProdID = 4970 and NodeLabel = PlanID
- 1 – Subtract Safety Stock
- 2 – Use Order Up To Level
- 3 – Restrict by Item Number
- 4 – Restrict by Inventory Site
- 5 – Restrict by MFG Site
- 6 – Restrict by MFG Status
- 7 – Restrict by POP Site
- 8 – Restrict by SOP Site
- 9 – Include Inventory Supply
- 10 – Include In-Transit Transfer IN
- 11 – Include MO Supply
- 12 – Include MRP MO Supply
- 13 – Include MRP PO
- 14 – Include PO Supply
- 15 – Include Inventory Demand
- 16 – Include In-Transit Transfer OUT
- 17 – Include MO Picklist Demand
- 18 – Include MRP MO Picklist Demand
- 19 – Include Field Service Demand
- 20 – Include SOP Demand
- 21 – Include Unmet Sales Forecast Demand
- 22- Restrict by Forecast Site
- 101 – INV Zoom Setting
- 102 – MFG Zoom Setting
- 103 – POP Zoom Setting
- 104 – SOP Zoom Setting
Navigation: Inquiry >> Manufacturing >> Power ATP
|On Hand||The starting On Hand inventory. Allocations have not been removed from this number.|
|Available||On Hand – Allocated|
|Free Forward||ATP quantity on the last calculation date|
|Open POs||Total quantity on POs|
|Unfulfilled Sales||Total quantity on unfulfilled sales lines|
|Released MOs||Total quantity on released MOs|
|Unfulfilled Picklists||Total quantity remaining on picklists|
|Purchasing Lead Time|
|Mfg Lead Time|
|Scrolling Window Fields||Information|
|Date||Either the Date Required (i.e. Sales Requested Ship Date, or Start Date for Picklist), or the Date Due (i.e. MO Due Date), or PO Current Promise Date.|
|Type||INV OH = Inventory On Hand
INV SS = Safety Stock
IV Trx = Inventory Transaction or Transfer
Mfg MO = Manufacturing Order
Mfg PL = Manufacturing Picklist
MRP MO = MRP suggested MO
MRP PL = MRP MO Picklist
MRP PO = MRP suggested PO
POP = Purchase Order
SOP = Sales Transaction
SVC = Service Call or Work Order parts requirement
SVC Trf = Intransit Transfer
Unmet Fcst = Manufacturing Unmet Sales Forecast
As shown below, the MRP lines will have a Black Dot to highlight that they are from MRP and represent Planned supply or demand vs. actual.
|Document Number||The source document number|
|Quantity Out||Demand quantity (i.e. sales, picklists, service calls, etc).|
|Quantity In||Supply quantity (i.e. MOs, purchase orders).|
|ATP||Available To Promise. A running total of expected Available Inventory on that date.|
|Hold||Red Dot appears if the Sales Transaction is On Hold.|
|Date Type||A brief explanation of the date (i.e. Required Date, or Due Date).|
|Transaction Information||Displays additional information from the document:
In-Transit Transfer: IO Site and Customer Name
MO: MO Description
POP: Vendor ID and Vendor Name
SOP: Customer ID and Customer Name
|Unit Price||From Sales Transactions|
|Yellow Box ATP||Indicates the ATP is above the Order Up To Level.|
|Red Box ATP||Indicates the ATP is below zero.|
Black Dot highlights MRP lines.
The Quantity In and Quantity Out can be changed, and the window recalculated with the new values. You might do this to see the effect of changing a PO, or MO. Change the quantity to the desired value, then click the CALC button. Changing a value here does not change the actual document, it only changes it on the window.
REDISPLAY refreshes the window using unchanged data.
MRP lines (MRP MO and MRP PO) can be opened in the MRP-Planned Orders window. Select an MRP line then click the Document Number zoom. If you change the Quantity In first, the new quantity will appear on the MRP-Planned Orders window. This provides the ability to override an MRP suggestion and either increase or decrease it as needed.
The first step to creating an MO from PowerATP is to add a Planning Line to the display.
Click the Add Planning Line Button, shown above.
If the selected item has a Manufacturing BOM, the Doc. Type will default to MANUFACTURING. Enter a Date and Quantity. The PowerATP functions in the Item’s Base Unit of Measure. NOTE: if the cursor is in an existing line in the ATP window, the New Document Entry window will pull in the Date and Quantity from that line as default values. Click SAVE to add the Planning Line.
Locate the Planning Line and confirm it has the desired effect on ATP for that date. Select the line, then click Create >> Create Manufacturing Order.
The first step to creating a PO from PowerATP is to add a Planning Line to the display.
Click the Add Planning Line Button, shown above.
If the Item has a Manufacturing BOM, the Doc. Type will default to “Manufacturing” , otherwise it will default to “Purchasing”. You can change the Doc. Type as needed.
Enter a Date and Quantity. PowerATP functions in the Item’s Base Unit of Measure. NOTE: if the cursor is in an existing line in the ATP window, the New Document Entry window will pull in the Date and Quantity from that line as default values.
Click SAVE to add the Planning Line.
Locate the Planning Line and confirm it has the desired effect on ATP for that date. Select the line, then click Create >> Create Purchase Order.
The Create PO window will open. Review the information to be used to create the PO, or make changes as needed.
Unit of Measure: It will look for a default Purchasing Unit of Measure. If none is found, it will use the Base Unit of Measure. If the Purchasing U of M is not the Base U of M, the Quantity will be rounded up, if necessary, to the next whole unit of the Purchasing U of M.
If the Item allows quantity decimal places, but the Purchasing Options required WHOLE units, the quantity will be rounded up to the nearest whole unit.
- If no Inventory Sites are specified on the Option Set, it will look for a Default Site on the Item Quantity Maintenance window. If there is not a Default Site, the Location Code field will be blank and must be entered manually.
- If one site is specified in the Option Set’s Inventory Sites, that site will be used for the PO.
- If multiple sites are specified in the Options Set’s Inventory Sites, if the list of Sites includes the Item’s Default Site, the Default Site will be used. Otherwise the Location Code will be blank and must be entered manually.
- If a Site was found, an attempt is made to find the Primary Vendor assigned to that Item-Site.
- If no Primary Vendor is assigned to the Item-Site, an attempt is made to use the Last Purchase Vendor for that Item-Site.
- If no Last Purchase Vendor exists, the FIRST Vendor is retrieved from the Item-Vendors table.
- If no Vendor is located the Vendor ID field will be blank.
Buyer ID: if a Buyer ID is defined on Item Resource Planning for the selected site, it will default to that value.
PO Number: if there are open POs for the selected Vendor, this field will be enabled. If there are no open POs, the field and lookup will be locked, and a NEW PO will be created. If there are open POs, leave the PO Number blank if you want to create a new PO.
Open PO for Review: when marked, the PO will open in PO Entry after it is created. When un-marked, the PO will be created in the background and the create PO window will close when it is finished.
When ready, click the CREATE PO button. You will be asked to confirm you are ready.
NOTE: GP Manufacturing must be installed to use the Create PO functionality.