Sage 300 ERP 2016 Sage Production Planning 2016 …

1 1 | P a g e sage 300 ERP 2016 sage Production Planning 2016 table of Contents Main Topics Page Things to Do Before and After Activation System Prerequisites 2 License Registration 3 5 Defining the Setup Tables Maintaining Distribution Networks 6 8 Maintaining Buyers and Planners 9 11 Maintaining Item Planning Information 12 18 Maintaining the Work Calendar 19 21 Running Periodic Maintenance Generating Manufacturing Lead Time 22 26 Generating Sales Forecasts 27 30 Transaction Processing Entering Sales Forecasts 31 36 Generating MPS/MRP Plans 37 43 Viewing Summary Planning Information 44 47 Viewing Planning Information by BOM 48 51 Viewing Detailed Planning Information 52 59 Viewing Available to Promise Inquiries 60 64 Generating Manufacturing Orders 65 69 Generating Purchase Requisitions 70 74 Other Transactions Scheduling MPS/MRP Planning Runs 75 79 2 | P a g e Production Planning Prerequisites Required Modules Production Planning (P/P) requires the following core operation modules of sage 300: 1.

2 Inventory Control (I/C) 2. Order Entry (O/E) 3. Purchase Order (P/O) In addition to the sage 300 modules above, P/P also requires the core manufacturing module of sage Manufacturing: 1. Manufacturing Order (M/F) ( 2016 ) The I/C module provides Planning with stock balances. The O/E module supplies demand in the form of outstanding sales orders (SO). The P/O module details incoming supplies information in the form of open purchase orders (PO). The M/F module provides for incoming product information from the shop floor. At the same time, M/F also indicates the open material requirements as determined by BOM in open manufacturing orders (MO). Supported sage 300 Versions Production Planning (P/P) is compatible with the following versions of sage 300 ERP: 1.

3 sage 300 ERP version (2014) 2. sage 300 ERP version ( 2016 ) There is no separate version of P/P for the different above-listed versions of sage 300 ERP. Supported sage 300 Editions Production Planning (P/P) supports all sage 300 editions. This would include: 1. Enterprise Edition (500) 2. Corporate Edition (200) 3. Small Business Edition (100) There is no separate version or edition of P/P for the different editions of sage 300. The same is true in terms of pricing. Supported Database Engines Production Planning (P/P) DOES NOT support all database engines currently used by sage 300. P/P supports only the following database engines: 1. Microsoft SQL Server 2.

4 Pervasive SQL NOTE: MS SQL Server is highly recommended given the substantial calculations and data processing conducted during a Planning run. Lanpak / User License Production Planning (P/P) does not have separate user license requirements. Designed to be built into sage 300, the number of users that can access P/P is restricted only by the number of sage 300 lanpak licenses. 3 | P a g e License Registration Maintenance Path: \ sage 300 ERP\ Production Planning \P/P Setup\Registration Main Concept: Production Planning (P/P) license designed to behave similarly to sage 300 ERP module licenses. Upon activation, every P/P installation will automatically go into Trial mode.

5 You need to apply for a permanent P/P license to allow normal use of the product. User Licenses It is important to note that P/P does not have separate user licenses (or lanpaks). Aside from the module license, you do not need to purchase any other licenses to use P/P. The number of P/P users is determined purely by the number of sage 300 lanpaks you have. Full Functionality P/P trial installation behaves and performs exactly like licensed installations. There are no hidden or locked features in the module. This design allows you to fully evaluate the product prior to purchasing it. Time limit for Trial License Unlike the core sage 300 ERP modules which come with 30-day trial license, the P/P Trial License has no time limits.

6 You can use a trial license indefinitely. This design is meant to make it easier for partners and users alike to test, evaluate or present P/P. Record limit for Trial License Instead of time limits, P/P Trial Licenses have built in data record limits. Upon reaching these limits, the installation automatically locks out and disallows further processing. P/P record limits are as follows: 4 | P a g e 1. Distribution Network table 5 records 2. Item Planning table 100 records 3. Sales Forecast Entry 200 lines 4. Planning Run Records 2,000 lines To continue using this installation, you need only to restore a previous backup of the sample database.

7 NFR License Currently, P/P does not have Not-For-Resale (NFR) licenses. We have designed all our products to have built-in trial licenses with no time limits to avoid having to generate and renew NFR licenses. How to apply for a License All sage 300 Manufacturing licenses are generated solely by sage . Please contact your sage 300 partner to place this order. For direct customers (only for selected regions), you can contact us via Field List: Product - This read-only field displays the module name for P/P Company - This field contains the officially registered company name of the end user. Serial No. - This field contains the generated serial number of sage 300 Manufacturing for the end user.

8 Activation Code - This field contains the activation codes for this product license as generated by sage 300 Manufacturing. License Type - This read-only field displays the type of license currently in force for this installation. Upon activation, P/P installations go into Trial mode. Upon registration of license, the license type will be changed to Permanent . Valid From - This read-only field indicate the license effective date. This field appears when the license type is in permanent. Expire Date - This read-only field indicate when will the license expire. This field appears if license type is in permanent. Register - This action button will authenticate the P/P installation as valid and official.

9 Close - This action button will close the P/P Registration window. Registering P/P License: To register the P/P license: 1. Open the Registration window by clicking on the Registration icon found under the P/P Setup. 2. Open the text file containing your sage P/P license as provided by sage or your sage 300 ERP partner. 3. In the Company field, copy and paste the company name as indicated in 5 | P a g e the license text file. Please be careful to copy the exact company name in terms of spacing, commas, periods as well as small/big letters. 4. In the Serial No. field, copy and paste the serial number assigned to your company as contained in the license text file.

10 5. In the Activation Code field, copy and paste the activation code indicated in the license text file. Given the extraordinary length of this field, please be careful copying. Please make sure that there are no extra spaces especially at the beginning and end of the code. 6. Click on the Register action button to save the license. This will automatically create the .LIC file for sage Production Planning . 7. Click on the Close action button to close the P/P Registration window. 6 | P a g e Maintaining Distribution Networks Maintenance Path: \ sage 300 ERP\ Production Planning \P/P Setup\Distribution Network Definition: The Distribution Network table is used to create groupings of sage 300 I/C Locations for the purpose of requirements Planning .