Figure 23: Activities Involved in Process Order Creation
The graphic shows the main functions that are carried out when you create a process order. By making the corresponding Customizing settings, you can control how these activities are performed.
All these functions are usually carried out in the background (except for order type specification and manual quantity and dates entry in scenario (2)). The production scheduler does not have to do anything unless a problem occurs (for example, if a master recipe does not exist).
Other functions that can run automatically if the relevant Customizing settings have been made, are, for example:
Material availability, batch creation for the product, order classification, order release
Exercise 8: Order Creation
Exercise Objectives
After completing this exercise, you will be able to:
• Perform the individual conversion of a planned order
• Perform the partial conversion of a planned order
• Perform the collective conversion of planned orders
• Create a process order with reference to a material
• Create a process order with a template
• Create a process order without reference to a material
Business Example
You will get an overview of the different ways to create a process order.
Task 1:
1. Display the stock/requirements list for your material T-FI1##.
Write down the order number of the planned order that comes next in time.
____________________________________________________________
Task 2:
1. Convert the planned order of exercise 1-1 to a process order. Use individual conversion.
Choose process order type PI01 for conversion.
Task 3:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
Continued on next page
2. Which changes have occurred?
3. Write down the order number of the planned order that comes next in time.
Task 4:
1. Convert the planned order from exercise 3-3 to a process order. Use partial conversion.
Use process order type PI01 for partial conversion.
Convert half of the planned quantity.
Task 5:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
2. Which changes have occurred?
3. There are two more planned orders in the list.
Display the two orders.
Write down the order number, the planned opening date, and the assigned MRP controller for each of these planned orders.
Continued on next page
Planned order Creation date MRP controller
Task 6:
1. Convert the two planned orders from exercise 5-3 to process orders. Use collective conversion.
Enter the following criteria for planned order selection:
Plant: 1100
MRP controller: I##
Creation: Creation date of the planned order that is chronologically first -Creation date of the planned order that is chronologically last
Choose process order type PI01 for conversion.
Task 7:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
Which changes have occurred?
____________________________________________________________
____________________________________________________________
Task 8:
1. Create another process order with reference to your material T-FI1##.
Choose process order type PI01 and production plant 1100.
Enter 14,000 pieces as the total quantity you want to produce and today as the basic start date.
Save the order and write down the order number.
____________________________________________________________
Continued on next page
Task 9:
1. Create another process order of order type PI01 in plant 1100.
This time, use the order created in 8-1 as a template to copy from.
Enter 16,000 pieces as the total quantity you want to produce and Today + 1 week as the basic start date.
Task 10:
1. Now create a process order of process order type PI01 in plant 1100 without reference to a material.
Create the order with reference to recipe 1 Clean-out of recipe group T-CLEAN.
Enter 1 PU (activity unit) as the total quantity and any start date you wish.
In the distribution rules of the settlement rule, define cost center 4271 Production food as the settlement receiver for the clean-out order.
Solution 8: Order Creation
Task 1:
1. Display the stock/requirements list for your material T-FI1##.
Write down the order number of the planned order that comes next in time.
____________________________________________________________
a) Logistics → Production - Process → MRP → Evaluations → Stock/Requirements List
Material: T-FI1##
Plant: 1100
The planned order number is displayed in the data on the MRP element.
Task 2:
1. Convert the planned order of exercise 1-1 to a process order. Use individual conversion.
Choose process order type PI01 for conversion.
a) (…) → MRP → Planned Order → Convert to Proc.Ord. → Individual Conversion
Planned order: Planned order number Process order type: PI01
Choose Enter. The system converts the planned order to a process order.
The Create Process Order: Header - General Data screen then appears.
Save the process order.
Continued on next page
Task 3:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
a) Logistics → Production - Process → MRP → Evaluations → Stock/Requirements List
Material: T-FI1##
Plant: 1100
2. Which changes have occurred?
Answer: The new process order is displayed as a new MRP element. The planned order was deleted after conversion.
3. Write down the order number of the planned order that comes next in time.
Answer: The planned order number is displayed in the data on the MRP element.
Task 4:
1. Convert the planned order from exercise 3-3 to a process order. Use partial conversion.
Use process order type PI01 for partial conversion.
Continued on next page
Convert half of the planned quantity.
a) (…) → MRP → Planned Order → Convert to Proc.Ord. → Partial Conversion
Planned order: Planned order number Process order type: PI01
The Partial conversion indicator is set.
Choose Enter. The Plnd Ind. Reqmts Create: Initial screen appears.
The system proposes a target quantity of 6,000 kg. Change the quantity to 3,000 kg and save your order.
The following information message appears: Orders will be generated for partial quantities before saving. Choose Enter to confirm the message.
The planned order is partially converted to a process order.
Choose Back to exit the Create Process Order: Initial screen.
Task 5:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
a) Logistics → Production - Process → MRP → Evaluations → Stock/Requirements List
Material: T-FI1##
Plant: 1100
2. Which changes have occurred?
Answer: Due to the partial conversion, the system created a process order with a corresponding order quantity.
The planned order is still available. The planned order quantity has been reduced by the converted quantity.
The planned order was firmed.
3. There are two more planned orders in the list.
Display the two orders.
Write down the order number, the planned opening date, and the assigned MRP controller for each of these planned orders.
Continued on next page
Planned order Creation date MRP controller
a) Position the cursor on the MRP element of a planned order and choose the Display element icon in the toolbar at the bottom of the screen.
Task 6:
1. Convert the two planned orders from exercise 5-3 to process orders. Use collective conversion.
Enter the following criteria for planned order selection:
Plant: 1100
MRP controller: I##
Creation: Creation date of the planned order that is chronologically first -Creation date of the planned order that is chronologically last
Continued on next page
Choose process order type PI01 for conversion.
a) (…) → MRP → Planned Order → Convert to Proc.Ord. → Collective Conversion
Plant: 1100
MRP controller: I##
Creation: Creation date of the planned order that is chronologically first - Creation date of the planned order that is chronologically last Process order type: PI01
Choose the Execute selections icon.
The Collective Conversion of Planned Orders: List screen appears.
According to the selection criteria you have entered, the system only displays your two planned orders for material T-FI1##.
Select the two planned orders and choose Convert. The planned orders are now converted to process orders one after the other.
Choose Back to exit the list.
Task 7:
Display the stock/requirements list for material T-FI1##.
1. Display the stock/requirements list for material T-FI1##.
Which changes have occurred?
____________________________________________________________
____________________________________________________________
a) Logistics → Production - Process → MRP → Evaluations → Stock/Requirements List
Material: T-FI1##
Plant: 1100
The two new process orders are displayed as new MRP elements. The planned orders were deleted after the conversion.
Continued on next page
Task 8:
1. Create another process order with reference to your material T-FI1##.
Choose process order type PI01 and production plant 1100.
Enter 14,000 pieces as the total quantity you want to produce and today as the basic start date.
Save the order and write down the order number.
____________________________________________________________
a) Logistics → Production Process → Process Order → Process Order
→ Create → With Material
Material number: T-FI1##
Production plant: 1100
Process order type: PI01
Choose Enter. The Create Process Order: Header – General Data screen appears.
Total quantity: 14,000 PC
Start: Today
Choose Enter. The system creates the process order. Save the order and write down the order number: ____________________
Task 9:
1. Create another process order of order type PI01 in plant 1100.
This time, use the order created in 8-1 as a template to copy from.
Continued on next page
Enter 16,000 pieces as the total quantity you want to produce and Today + 1 week as the basic start date.
a) (…) → Process Order →
Process Order → Create → With Material
Production plant: 1100
Process order type: PI01
Template
Process order: Order number from exercise 8-1 Choose Enter. The system creates a new order by copying from the order created in exercise 8-1.
Change the total quantity:
Total quantity: 16,000 PC
Enter the following basic start date:
Start: Today + 1 week
Choose Enter. The system schedules the process order.
Task 10:
1. Now create a process order of process order type PI01 in plant 1100 without reference to a material.
Create the order with reference to recipe 1 Clean-out of recipe group T-CLEAN.
Enter 1 PU (activity unit) as the total quantity and any start date you wish.
Continued on next page
In the distribution rules of the settlement rule, define cost center 4271 Production food as the settlement receiver for the clean-out order.
a) (…) → Process Order →
Process Order → Create → Without Material
Recipe group: T-CLEAN
Recipe: 1
Plant: 1100
Process order type: PI01
Choose Enter. The Create Process Order: Header – General Data screen appears.
Total quantity: 1 PU
Start: Any start date in the future
If applicable, choose Header → Settlement rule.
The Maintain Settlement Rule: Overview screen appears.
Type: CTR
Destination: 4271
Enter
Choose Back to go back to the order header.
Lesson Summary
You should now be able to:
• Use the different options for creating a process order
• Explain the activities involved in process order creation