MRP - Exclude Order Demand

Epicor ERP 10
1

I’m looking for some suggestions on how to exclude an order from demand. I have a requirement where an order needs to be entered in the system, but for various reasons, cannot drive demand.

I know we could play around with the order dates so that it falls outside of the MRP window, but I would like something a little more elegant. I have a few ideas that I wanted to run by everyone. All of the below are for when an order gets entered that we do not want to be considered demand and uses BPMs to do things.

  1. Make the lines and releases Closed. When the OE person goes in to acknowledge the order and mark it Ready to Fulfill, have a BPM that will mark the lines and releases as Open.

  2. Not even sure if this works as I could not find documentation supporting it. Set the releases to Unfirm. Do Unfirm releases get factored in MRP?

  3. Set the product group or part class to some unique code/put “??” in front of the part number; then have the process MRP set to exclude the criteria.

I am also open to any other suggestions people might have. I considered creating a flag somewhere and having MRP ignore records with that flag; but did not know the effort needed to customize the MRP logic.

2

I’ve encountered a few scenarios like this and usually recommend trying to use Quotes.

2 Likes
3

Unfirm releases *will not *drive suggestions from MRP. Neither will missing
Ship By Dates or missing part revisions

Mark Wagner
Sr. Partner

Capstone Alliance Partners 888.597.2227 Ext. 71
<888.597.2227%20Ext.%20714>2 | 904.412.6847 mwagner@capstoneap.com (cell)
| www.capstoneap.com

3 Likes
4

I thought if you don’t put a date in at all its ignored by then MRP ?

JD

5

Using quotes would be ideal, but not possible unless the quotes can be booked. I figured entering them as orders and finding a way to exclude from MRP was easier than trying to book quotes. Anyone jump in if they feel I am incorrect in my evaluation.

Thanks Mark. I think I like the unfirm releases option the most. I’m going to play around with that.

6

Have you considered clearing the firm release checkbox on the Sales Order
Release? MRP should ignore it.

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1 Like
7

Did a BPM once on the OrderHed.OrderHeld field that when enabled to Unfirm all open releases, which worked. (The fold field is on the Header tab, not the summary tab)
They wanted the Ready To Process to always be true but prevent MRP demand.
This only worked because that was the only thing we used the Hold checkbox for and it was well understood that User Held orders would not be seen by the planners.
Read up on the field help/data dictionary before using as it can affect other functions (like allowing shipment or not and what reports it shows on).

Oh and don’t forget the BPM that Firms all the Open Unfirm releases when OrderHeld is disabled!
(we missed that and caused some panic)

-Rick
www.getaligned.solutions

8

Do you have directions on how to setup the directive to change the ReleaseFirm flag on the OrderRel table?