IMATPGSN Inventory Management Generate ATP File

Generate ATP File

 

Application Overview

 This process is a feature of the Available To Promise (ATP) enhancement.  Generating the ATP file can combine the COP Order Line Item File, PO Order Line Item File, and BOMP Production Order file to generate the ATP Open Item File.  From this Open Item File you can produce an Inventory ATP report and screen inquiries in I/M and COP of projected inventory balances, (availability), based on the date sequence from the transactions processed of the other modules. 

 Before using this feature, it must be enabled as per the System Manager Global Setup documentation.  Only after you have completed the setup, can you generate the ATP File.

 This “Generate ATP File” process must be run after you setup the Available To Promise feature.  Additionally, it should be run periodically to ensure that the ATP Open Item File is synchronized with the COP, PO, and BOMP files.

 

Forecast Orders

In the past, planners could predict future quantity balance of an item based on the actual orders in the system.  “Actual orders” refer to Sales Orders, Purchase Orders, Production Work Orders and Shop Orders.  If you are in a purchase/production to order environment (i.e. you only purchase or produce if there is a confirmed sales order), this will work fine.  However, many users work on a purchase/production to stock basis or on a mixed to-order and to-stock basis.  In that case, users will need to have a forecast model to predict future sales.  Based on the forecasting, the system can determine the proper future replenishment (i.e. Purchase Order for Production Orders). 

 Elliott V7.4 now provides a forecast database where users can enter the future sales forecast data and it becomes a part of the ATP system.  This will help the ATP system to create future plan orders.  Since many companies use a spreadsheet to build their forecast model, your customers may provide their forecast data to you in a spreadsheet format and this can be imported into the Elliott forecast database.

 

Planning Orders

In the past, buyers looked at the ATP data to spot negative quantity balances in the future and placed the necessary PO or Work Order to fill the hole.  In Elliott V7.4, the system can now create planning orders to fill the hole automatically.  Planning Orders are replenishment orders created in Elliott V7.4 to save buyers and planners time.  If buyers or planners agree with the system created Planning Orders, they can simply confirm them through ATP Processing and the actual orders (PO or Work Orders) will be created.

 Various factors can be setup in Elliott to help the system to determine the planning order quantity and date.  This includes planning lead time (field 84 in Item Master), safety stock, planning period, buffer days and forecast.  Users on a manual MRP system must realize that to switch to an autopilot ATP system will take some time to fine tune these factors to fully automate it correctly.  The ATP system will only create Planning Orders for those items that have field 73 (Master Sch Item) set to “Y.”

 Since Planning Orders are created by the system automatically, the planner (or buyer) may not agree with all of the values and can override them.  This can happen especially in the beginning stages of implementing ATP as MRP.  In Elliott V7.4, we introduced a utility called “ATP Processing” and one of its many functions is to allow adjustments to Planning Orders.  Once a planner is satisfied with the planning order, they can turn it into an actual order, like a PO or Work Order.  Sometimes the planning order may not be ready to become an actual order and the planner may simply adjust it and leave it at the planning stage.  However, each time the system performs the ATP Re-Gen (like MRP Re-Gen), the previous planning orders will be wiped out and re-calculated.  If planners want to keep the adjusted planning orders from being overridden by the re-calculation (Re-Gen Process), they need to change it into a firm plan order.

 

The Four Planning Types of ATP

Depending on the level of the firmness of an order, the ATP records can be divided into four different categories:

“A” - Actual – ATP records prior to Elliott V7.4

“F” - Firm – New Feature

“X” - Firm Plan – New Feature

“P” - Plan – New Feature

Actual: All the ATP records supported prior to Elliott V7.4 are actual ATP records.  Actual ATP records refer to printed Purchase Orders, Sales Orders and Work Orders.  They will correspond and match with the Item Qty Allocated or Qty on Order. 

 Firm:  Firm ATP records refer to a PO Requisition, a PO that has not been printed, a Blanket PO/Sales Order, or a Work Order that has not been allocated.  Firm ATP means these records will become the actual ATP in the near future.  These ATP records did not exist prior to V7.4.

 Plan and Firm Plan: The Plan ATP records are created by the system automatically as a suggestion for a buyer or planner.  Each time ATP is regenerated, the Plan ATP records are deleted and recalculated again.  If a planner wants to keep certain Plan ATP records from being recalculated, the planner can make the plan record firm, and thus it is called “Firm Plan.”

 All ATP Related Features, like ATP Inquiry, ATP Report, Edit List and ATP Processing, will now prompt for the “Planning Type” to view or print.  You can only select one Planning Type at a time.  However, that does not means you can only view or print one Planning Type at a time.  When you choose “A” – Actual Orders, then only the Actual ATP Orders will be displayed or printed.  When you choose “A”, the display and report will basically show you the same kind of ATP information as you knew prior to Elliott V7.4.

 When you choose “F” – Firm Orders, both Actual Orders and Firm Orders will be displayed or printed.  Since you can not predict future quantity without the Actual Orders, it only makes sense to only display or print the Actual Orders with the Firm Orders.  By the same principle, if you choose “X” – Firm Plan Orders, then Actual Orders and Firm Orders will be selected too.  When you choose “P” – Plan Orders, then all Plan Types will be included.

 

ATP Processing

ATP Processing is designed for the planner or buyer of an organization to allow them to make adjustments to the Plan Orders or elevate a Plan Order to a higher level, like a Firm Order or Actual Order. 

 Adjustments to Plan Orders may mean: Change Quantity; Change Date; or Consolidate Multiple Plan Orders into One.

 If planners agree with the Plan Orders created by the system, planners have two choices: create PO Requisitions or create BOMP Work Orders, depending on the type of items on the Plan Order.  For purchased items, the choice is to create a PO Requisition.  For manufactured items, the choice is to create a BOMP Work Order.

 Create PO Requisition:  PO Requisition is the pre-processing for Purchase Order.  Creating purchase orders directly from ATP Processing would produce many small purchase orders with only one line item and may not select the best vendor.  So, PO Requisition provides a middle step to shop for different vendors and adjust the price, quantity and date.  Once everything is confirmed, the PO Requisition can create the purchase orders by vendor with the combined items and quantity.  The planner can directly update the Requisition transaction or delete it.  They can also change the Requisition transactions back to Plan Orders.  However, once the Requisition becomes a Purchase Order, the planner can only change the Purchase Order through Purchase Order change processing.

 Create BOMP Work Order:  The planner can change the Plan Orders directly into Work Orders.  When a Work Order is created, the planner still has a lot of flexibility to change it directly in ATP Processing.  The planner can determine if the Work Order should be Allocated (Actual Order) or not Allocated (Firm Order). 

 Reschedule or Adjust Work Orders:  One shortcoming prior to Elliott V7.3 was Work Orders could not be easily adjusted once they were created.  With Elliott V7.4, the created Work Orders can be deleted, changed or converted back to Plan Orders easily in ATP Processing.  Once a Work Order is printed it is protected from changes in ATP Processing, however the planner can cancel the printed Work Order.  “Cancel” does not mean “delete the work order,” it simply means to flag the Work Order as if it were not printed, allowing the planner make any changes as needed.

 

ATP Netable Location

A new flag, “ATP Netable Loc” has been added to I/M Location File Maintenance.  By default, this flag will have a “Y” value.  The purpose of this flag is to exclude the inventory quantity of miscellaneous warehouse locations like “Defect” or “Service,” which can not be considered as general inventory.

 Some reports (like the Stock Status Reports) now offer the option to print “ATP Netable Location Only?”  For Stock Status Inquiry, based on the Global Setup flag “Only Show ATP Netable Loc in Stock Status Inq,” the system could exclude the Non-Netable Location’s inventory quantity when a user chooses “All” locations.  ATP Inquiry and Report, by default, will skip locations that the “ATP Netable Loc” flag is set to “N,” unless the user specifically requests that single location.

 

Job Number Support

A Job Number selection criterion is introduced in the V7.4 ATP Inquiry and Reporting functions.  If you utilize the Job Number function to control your purchasing, sales and production, you can zoom in on the ATP data by a particular Job.  A Job Number can be a customer, a contract, or even a PO.  The COP Job Number literal is user definable in Elliott V7.4

  

Run Instructions

 From Inventory Menu à Util-Setup à Generate ATP File à Generate

 This is an automatic process with no data entry prompts other than how you want to print the reports; Printer, Disk, Screen, defer, or e-mail. 

 Summary Report – Generate ATP File

 

 

NOTE:  For accuracy, there are no starting or cut-off dates as the information to be generated is based on that which is open and still pending.  If you have an open COP order that is 3 months old, a Purchase Order for delivery in 2 months, or a BOMP Production Order due in six months, they will all be reflected in the ATP Inquiry or Inventory ATP report.

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
  146. Feature - Add User ID to User Defined CSV Export
  147. Feature - User Defined CSV Export Item Batch Support
  148. Feature - Export Inventory TRX Audit Trail to CSV
  149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
  150. Feature - Added “Item 1st Received Date Range” Criteria to Item User Defined CSV Export
  151. How to Get a List of Items That Does Not Have GTIN Code Defined
  152. Feature - User Defined CSV Export Quantity Sold by Customer#, Customer Type or Customer Group
  153. Feature - Added inKit (IK) and inBOMP (IB) Column Types to the User-Defined CSV Report
  154. Feature - Added Phantom Locking to Item File Maintenance
  155. Feature - Added CSV Support to the Physical Count Posting Update Edit List and the Variance Report By Item/Warehouse
  156. Feature - Inventory Transfer Management Batches Using CSV Import
  157. Limitations for Inventory Aging Report
  158. Feature - ATP Inquiry Number of Days from Today
  159. Feature - Added Report to "Set TRX Audit File Beginning Balances"
  160. Feature - Added Product Category Selection Range to ABC Analysis Reports
  161. Feature - Added Days Out of Stock (DOS) Column to the Location History Information, Sales Desk Info - Screen
  162. Feature - Show Turn Over Ratio (TOR) in Stock Status Inquiry
  163. Feature - Added Browse Through Items When in the Stock Status Inquiry

Feedback and Knowledge Base