4. MRP: Production Planning in Excel: Master Products & Operations List 

Resource Manager for Excel

Action Step: Press [F4 - Master Product List - GO]

masterproductlist.gif (10510 bytes)

Products and Operations lists are right next to each other.  The Product List contains raw materials, other vendor related items, sub-assembly and end product listings.  The connection between a listing for a sub-assembly or end product and its Bill-Of-Resource is found in column AD (the red format indicates System Maintained column only). 

  Action Step:  Run your cursor over the red triangles to view a brief description of each column, and its function.

Products

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Action Step:  Press [F4 - Master Operations List - Go] to view  the Master Item List – Operations.

Operations

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  The Operations list contains resources that consume hours and will be scheduled subject to the hours per day available, and hours required.  The RESOURCE MULT column is how many of that resource you have.  This number (which can be less than one) is multiplied by the hours in the day chart, to configure the initial available capacity for each workcenter.  In our example, we have 16 hours (Res. Mult. =2 X 8 hrs./day) available for Assembly and 8 hours for Inspection.  The initial available capacity is displayed in the Resources Sheet and can be edited directly for individual workcenter calendar definition.

 NOTE:  You just LIST items (products & workcenters) here in the Master Item Lists, you put them together (BOR, JOB, BOM, PROJECT, PRODUCT, BATCH, etc.) later (see diagram).

There are several ways to enter data into the Master Item Lists, including the Add/Edit button provided, and direct entry. For this evaluation, we will directly enter an item into the Product List.

masteritemlist.gif (5331 bytes)

Press Enter or simply click outside cell. We will leave the rest of thecolumns as they are, and RM will assume a default of 0 or blank for the empty cells.  

Anytime new Products or Operations are added to the Master Item Lists, you MUST error check the lists.  Error checking formats the data in RM, and puts a P# in front of Product Numbers, O# in front of Operation Numbers, V# in front of Vendor Numbers, and replaces the ‘/, \, *, ., (slash, back slash, asterisk, decimal)and space characters with an underscore. 

Action Step: Error check the Master Item Lists by pressing [F4 - Master Product List - Do It].  (Notice when selecting either Product/Operations Lists, the [Do It] button will error check BOTH Lists).  Answer [YES] to the reinitialize the Production Calendars prompt, [YES] to the default start date, [OK], [OK].   

Action Step:  View the Master Item Product List.  Notice that there is now a P# in front of the new data, as well as an underscore where there was a space character. 

productitemlist2.gif (2229 bytes)

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Additional Resource Manager for Excel Information

1. Resource Manager for Excel Overview

2. Scheduling in Excel - capicity, inventory, job

3. Scheduling in Excel - holiday and day chart

4. Production Planning in Excel

5. Scheduling of Bills of Resources

6. Scheduling of Orders

7. Master Schedule - track of production and goods

8. Forward Job Scheduling - Gantt Chart Reporting

9. Production / Resource Calendar

10 Routing,  Tree, Item and MRP Summary Reports

11  Profuction & Job Report, Calendar Report

12. Sales, Shipping & Invoice Reports

13. Inventory, Purchasing & Tracking

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MS Excel Add-ins, Spreadsheets, Templates