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Topic: Inventory / MRP Process
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| By: Stephen | Posted on: Oct 17 2019 at 12:57:20 PM | I am not an MRP expert!
I have entered all my Parts and Assemblies into MRPpro.
Here’s what I now want to do.
1. enter the on-hand quantities of my inventory, which is electronic parts.
2. identify the assemblies I am selling and let MRP tell me what my shortages or my resulting/current inventory is.
3. add to my inventory from time to time
4. MRP to keep my total on-hand stock up to date.
5. MRP to provide me with a list of items that I should order based on my current and forecasted sales.
6. I don’t need a lot of sophistication.
What is the most straightforward and simplest way to achieve this? Is there a tutorial or process flow somewhere I could follow? | |
| By: Mike | Posted on: Oct 18 2019 at 03:40:05 AM | Hello Stephen,
Its pretty much automatic. Don't need to be an 'expert'.
#1 The first thing to do is to get your OnHand quantities in. Quickest way to do that is to click the "All Components" button in the menu to list all your components. Sort the list by part number or BIN, whicher you prefer, then in the top right corner you see the PadLock button. Click that to unlock. Now you can go down the list quickly keying in the quantities.
#2 I don't know what kind of product you build so lets assume you build electronic 'Gizzmos'. Customer places an order for a quantity of 10 of your Gizzmos. You create a Customer Order for that so that you can ship the gizzmos to the customer. If you had that quantity of ready built gizzmos on the shelf you could ship straight away. But let's assume you have none so you need to build them.
To build something you need to create a "Work Order".
MiniMRP has two ways to create a work order. "Customer Work Orders" or "Build for Stock" work orders. The simplest method is "Build for Stock" so let's go there. Close out of the customer order and from the menu on the left of the program window select Work Orders/New Work Order. Create a new work order to build 10 gizzmos. Open the work order and it displays the BOM with all the quantities multiplied showing totals required to build 10 gizzmos. Select the "Allocate" option and do that.
The Allocate option does not take anything from your inventory it just tells minimrp what you want to build in future and it can then start planning.
Now close the work order window and go to the menu again. Reports. Shortage reports/Forecast.
That shortage forecast tells you what parts you need to buy.
If you create purchase orders and go back to the shortage report you'll see that the purchase orders are now also included in the report affecting what is/isn't short based on expected delivery dates vs expected Build dates.
When you receive materials from suppliers the OnHand quantities are increased.
When you process work order and "Issue" the work order (Puts it into the WIP stage) then the onhand quantities of all the components is reduced.
When you process the work order and "Complete" it then the OnHand quantity of Gizzmos is increased.
You can now go back to the customer order and ship to the customer. This, in turn, reduces the onhand quantity of gizzmos.
So you see all the inventory up/down is fully automatic. It's all controlled by those stages of the work order and the purchasing/receiving process.
So. Take a look at that and see how you get on. The support guys are pretty helpful and pretty quick so if you get stuck just fire off an email and you shouldn't need to wait long for a reply. | |
| By: Mike | Posted on: Oct 18 2019 at 03:46:28 AM | Just wanted to add something to the shortage reports. While in the work order you'll see there's a shortage option in the menu I'd suggest you don't rely too much on that because it just looks at requirements for that one work order ignoring all others. This is not good if you have multiple work orders requiring some common components.
I don't know anything about the gizzmos you build but if there's lots of common components where different products use many of the same components then you should be looking at the main Reports menu - shortage/forecast. This one rolls everything up from all active work orders telling you what you need to buy so that you can complete all your work orders. | |
| By: Stephen | Posted on: Oct 18 2019 at 06:22:36 AM | Thanks Mike, I will try a small sample out and let you know how I get on. We build amplifiers and they use a lot of common parts.
Can I leave Min Qty at 0 for now?
Is there a way to import inventory numbers. We have about 500 parts. | |
| By: Support | Posted on: Oct 18 2019 at 08:16:42 AM | Yes you can leave the Min Qty at zero.
Import inventory numbers? Do you mean item Part Numbers? You can import inventory from CSV. In the menu select "Components" and at the bottom of that menu group you see the option to import inventory.
But you can also import assembly Parts Lists/BOMs So. If, for example, you had a product called AMP_001 and you had the parts list for that in a CSV file then the easiest thing to do would be to go to Assemblies menu and select the option to Create new Assembly. Create a new assembly with part number AMP_001. Save and Exit. Now bring up the list of "All Assemblies" RIGHT-CLICK on the "AMP_001" and a little context menu pops up. Select the option to Read Parts list from CSV. Follow the instructions.
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| By: Stephen | Posted on: Oct 18 2019 at 08:29:17 AM | | I have all the parts and assemblies, costs, mfg, suppliers etc. imported. I just wanted to import/add inventory Quantity to the database now. | |
| By: JohnG | Posted on: Oct 21 2019 at 04:23:03 AM | As Mike said above - the quickest way to manually key in the inventory quantities is to open 'All Components'. In the top right corner unset the lock. Maybe sort the grid by part number or BIN and then cursor down the list keying in the quantities.
But if you already have the quantities in an Excel file (CSV) then you can import that. Open the 'Inventory' menu and select the option "Import Inventory CSV". You just need to select Part number column, the Revision column (if used) and the Qty column. At the bottom right corner select the checkbox "Update if exists" and go. This will import the quantities.
As with all these things - make a backup before doing it so you can check and do it again if necessary. | |
| By: Stephen | Posted on: Oct 22 2019 at 09:25:19 AM | I set up the database and created Work Orders. For a WO I Built the item (assembly) so it went into stock. I then created a Customer order with that Item and Delivered it. Then I did some inventory analysis and I found that a 'sample' item, buried within a sub-assembly of the Order (two-level BOM), was not decremented when the Customer Order was marked as Delivered. i.e. It was not correct in the Inventory Listing or in Stock Report.
Is this a known problem or did I do it incorrectly? | |
| By: IanS | Posted on: Oct 22 2019 at 09:37:48 AM | Stephen,
Not a known problem and you shouldn't able to do anything wrong.
Items are NOT decremented when you ship the assembly to the customer.
MiniMRP decrements the items when the work order goes through the Issue/WIP stage. So, when you actually take the items out of the inventory that's when the item quantities are decremented in your inventory.
The 'sample' item. What is its 'Type'.
The sub assembly that the 'sample' item was buried in. Is that type "ASSY" or "CSAS"?
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| By: Stephen | Posted on: Oct 22 2019 at 10:05:23 AM | | Confirmed it is OK. Sorry for the error. Sample item was PART, others are ASSY. Dont use CSAS | |
| By: IanS | Posted on: Oct 22 2019 at 10:29:49 AM | | In that case your 'sample' item should have been taken from your inventory. But, as mentioned above, the on hand qty is reduced at the moment the Work Order goes through the 'Issue/WIP' stage (not when you ship to the customer) | |
| By: Stephen | Posted on: Oct 22 2019 at 02:38:24 PM | | Found out it is not a problem. It was pulled out at WO Build time. | |
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