2
.. i18n: .. index:: MPS
3
.. i18n: .. index:: Master Production Schedule
4
.. i18n: .. index:: Master Procurement Schedule
7
.. index:: Master Production Schedule
8
.. index:: Master Procurement Schedule
16
.. i18n: The master production plan, sometimes called the MPS (Master Production Schedule), enables you to
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.. i18n: generate forecasts for incoming and outgoing material. It's based on forecasts of inputs and outputs
18
.. i18n: by the logistics manager.
20
The master production plan, sometimes called the MPS (Master Production Schedule), enables you to
21
generate forecasts for incoming and outgoing material. It's based on forecasts of inputs and outputs
22
by the logistics manager.
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.. i18n: .. note:: MPS, Procurement and Production
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.. i18n: Open ERP distinguishes between Production, Purchase and Production.
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.. i18n: Production is manufacture, Purchase is the acquisition of goods from another party,
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.. i18n: and Procurement is either or both of those. So it would be better to call the
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.. i18n: MPS the Master Procurement Schedule. Which Open ERP does!
32
.. note:: MPS, Procurement and Production
34
Open ERP distinguishes between Production, Purchase and Production.
36
Production is manufacture, Purchase is the acquisition of goods from another party,
37
and Procurement is either or both of those. So it would be better to call the
38
MPS the Master Procurement Schedule. Which Open ERP does!
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.. i18n: .. tip:: Product trading
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.. i18n: Also called the Production Plan, this tool is also very useful for traded products which aren't
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.. i18n: manufactured.
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.. i18n: You can then use it for stock management with purchased and manufactured products.
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.. tip:: Product trading
48
Also called the Production Plan, this tool is also very useful for traded products which aren't
50
You can then use it for stock management with purchased and manufactured products.
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.. i18n: single: module; stock_planning
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single: module; stock_planning
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.. i18n: To be able to use the production plan, you must install the :mod:`stock_planning` module.
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.. i18n: This can be found amongst Open ERP's ``addons-extra`` rather in the main set of ``addons``.
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.. i18n: (Beware! One reason it is not in the core of Open ERP at the time of writing
61
.. i18n: could be because some screens have no navigation
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.. i18n: controls, so you can't always easily get back to the main Open ERP system).
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To be able to use the production plan, you must install the :mod:`stock_planning` module.
65
This can be found amongst Open ERP's ``addons-extra`` rather in the main set of ``addons``.
66
(Beware! One reason it is not in the core of Open ERP at the time of writing
67
could be because some screens have no navigation
68
controls, so you can't always easily get back to the main Open ERP system).
70
.. i18n: .. index:: forecasts
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.. i18n: Sales Forecasts
75
.. i18n: ---------------
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.. i18n: The first thing to do to work with a production plan is to define the periods for stock management.
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.. i18n: Some companies plan daily, others weekly or monthly.
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The first thing to do to work with a production plan is to define the periods for stock management.
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Some companies plan daily, others weekly or monthly.
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.. i18n: .. tip:: Stock Management interval
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.. i18n: The interval chosen for managing stock in the production plan will depend on the length of your
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.. i18n: production cycle. You generally work daily, weekly or monthly.
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.. i18n: If your products take several days to assemble it's preferable to have a weekly plan. If your
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.. i18n: manufacturing cycles are several months you can work with a monthly plan.
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.. tip:: Stock Management interval
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The interval chosen for managing stock in the production plan will depend on the length of your
97
production cycle. You generally work daily, weekly or monthly.
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If your products take several days to assemble it's preferable to have a weekly plan. If your
100
manufacturing cycles are several months you can work with a monthly plan.
102
.. i18n: To do this use the menu :menuselection:`Sales Management --> Configuration --> Create Sales
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.. i18n: Periods`. A window appears enabling you to automatically define the next periods that will be
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.. i18n: provided for stock management.
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To do this use the menu :menuselection:`Sales Management --> Configuration --> Create Sales
107
Periods`. A window appears enabling you to automatically define the next periods that will be
108
provided for stock management.
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.. i18n: .. figure:: images/sale_period.png
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.. i18n: :align: center
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.. i18n: *Defining periods for stock management*
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.. figure:: images/sale_period.png
120
*Defining periods for stock management*
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.. i18n: Salespeople can then enter their sales forecasts by product and by period using the menu
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.. i18n: :menuselection:`Sales Management --> Sales Forecasts --> My Sales Forecasts`. The forecasts can be
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.. i18n: made by quantity or by value. For a forecast by amount Open ERP automatically calculates for you the
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.. i18n: quantity equivalent to the estimated amount. This can be modified manually as needed before
128
Salespeople can then enter their sales forecasts by product and by period using the menu
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:menuselection:`Sales Management --> Sales Forecasts --> My Sales Forecasts`. The forecasts can be
130
made by quantity or by value. For a forecast by amount Open ERP automatically calculates for you the
131
quantity equivalent to the estimated amount. This can be modified manually as needed before
134
.. i18n: .. figure:: images/stock_sale_forecast.png
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.. i18n: :align: center
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.. i18n: *Sales Forecast to help create a master production plan*
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.. figure:: images/stock_sale_forecast.png
144
*Sales Forecast to help create a master production plan*
147
.. i18n: single: plan; production
150
single: plan; production
152
.. i18n: Production Plan
153
.. i18n: ---------------
158
.. i18n: The manager responsible for logistics then plans receipts (manufacturing or purchases) and outgoings
159
.. i18n: (consumption or customer deliveries) by period. To do this use the menu :menuselection:`Stock
160
.. i18n: Management --> Planning --> Master Procurement Schedule`.
162
The manager responsible for logistics then plans receipts (manufacturing or purchases) and outgoings
163
(consumption or customer deliveries) by period. To do this use the menu :menuselection:`Stock
164
Management --> Planning --> Master Procurement Schedule`.
166
.. i18n: For each period and product Open ERP gives you the following information:
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For each period and product Open ERP gives you the following information:
170
.. i18n: * stock estimated at the end of the period, calculated as stock in the following period less total
171
.. i18n: estimated outgoings plus total estimated inputs,
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.. i18n: * closed entries, coming from production or confirmed purchases,
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.. i18n: * forecast inputs for the period, calculated using the incoming entries less the closing amounts,
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.. i18n: * planned inputs entered manually by the logistics manager,
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.. i18n: * closed outgoings which are the consumption of manufacturing waiting and deliveries to be made to
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.. i18n: * forecast outgoings, calculated from the planned outgoings, less the closing amounts,
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.. i18n: * planned outgoings, manually entered by the logistics manager,
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.. i18n: * sales forecasts, which represent the sum of forecasts made by the salespeople.
188
* stock estimated at the end of the period, calculated as stock in the following period less total
189
estimated outgoings plus total estimated inputs,
191
* closed entries, coming from production or confirmed purchases,
193
* forecast inputs for the period, calculated using the incoming entries less the closing amounts,
195
* planned inputs entered manually by the logistics manager,
197
* closed outgoings which are the consumption of manufacturing waiting and deliveries to be made to
200
* forecast outgoings, calculated from the planned outgoings, less the closing amounts,
202
* planned outgoings, manually entered by the logistics manager,
204
* sales forecasts, which represent the sum of forecasts made by the salespeople.
206
.. i18n: .. figure:: images/stock_forecast.png
208
.. i18n: :align: center
210
.. i18n: *The master production schedule (MPS)*
212
.. figure:: images/stock_forecast.png
216
*The master production schedule (MPS)*
218
.. i18n: The production plan then enables the logistics manager to play with the forecast income and
219
.. i18n: outgoings and test the impact on the future stock for the product under consideration. It enables
220
.. i18n: you for example to check that the stock doesn't fall below a certain level for the product under
221
.. i18n: consideration.
223
The production plan then enables the logistics manager to play with the forecast income and
224
outgoings and test the impact on the future stock for the product under consideration. It enables
225
you for example to check that the stock doesn't fall below a certain level for the product under
228
.. i18n: You can also open the production plan for past periods. In this case Open ERP shows you the real
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.. i18n: stock moves, by period for forecast reports.
231
You can also open the production plan for past periods. In this case Open ERP shows you the real
232
stock moves, by period for forecast reports.
234
.. i18n: If you don't have automated procurement rules for a product you can start procurement at any time
235
.. i18n: based on the estimates of the production plan.
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.. i18n: To do this press the button :guilabel:`Procure Incoming Left` (i.e. remaining) on
237
.. i18n: the :guilabel:`Master Procurement Schedule`.
238
.. i18n: Open ERP plans procurement for an amount equal to the entries forecast.
240
If you don't have automated procurement rules for a product you can start procurement at any time
241
based on the estimates of the production plan.
242
To do this press the button :guilabel:`Procure Incoming Left` (i.e. remaining) on
243
the :guilabel:`Master Procurement Schedule`.
244
Open ERP plans procurement for an amount equal to the entries forecast.
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.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
250
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
251
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
253
.. You may take electronic copy of this publication and distribute it if you don't
254
.. change the content. You can also print a copy to be read by yourself only.
256
.. i18n: .. We have contracts with different publishers in different countries to sell and
257
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
258
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
259
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
260
.. i18n: .. rights of these sales.
262
.. We have contracts with different publishers in different countries to sell and
263
.. distribute paper or electronic based versions of this book (translated or not)
264
.. in bookstores. This helps to distribute and promote the Open ERP product. It
265
.. also helps us to create incentives to pay contributors and authors using author
266
.. rights of these sales.
268
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
269
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
270
.. i18n: .. written authorisation for this.
272
.. Due to this, grants to translate, modify or sell this book are strictly
273
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
274
.. written authorisation for this.
276
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
277
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
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.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
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.. i18n: .. printed in initial capitals.
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.. Many of the designations used by manufacturers and suppliers to distinguish their
282
.. products are claimed as trademarks. Where those designations appear in this book,
283
.. and Open Object Press was aware of a trademark claim, the designations have been
284
.. printed in initial capitals.
286
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
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.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
288
.. i18n: .. resulting from the use of the information contained herein.
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.. While every precaution has been taken in the preparation of this book, the publisher
291
.. and the authors assume no responsibility for errors or omissions, or for damages
292
.. resulting from the use of the information contained herein.
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.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium