Part Details
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Part Details
In Part Details, R+ brings together all part properties, inventory, supply and demand information about a part into one place. This information is broken out into 8 or 9 tabs, depending on if there is a Bill of Material for the piece. The tabs are All Activity, Availability Review, Supply Orders, Demand Allocations, Analytics, Properties, Buffer Sizing, Bill of Material, and Notes. You will use Part Details to gain insights about the part, its buffer’s performance, and your overall planning process in R+.
In the Workbench, Part Details can be found in the bottom pane of the Workbench screen. Each tab is described in greater detail below.
All Activity Tab
The All Activity Tab contains all of the transaction information on a part. It also shows the running balance of inventory, the status of supply orders, and whether or not demand is qualified in the Net Flow.
Field
Description
Date
Promise Date for Supply Orders and the Due Date for Demand Orders
Order Number
Either an R+ generated LinkCode or the Sales Order / Purchase Order number
Type
This is the transaction type. Supply Orders such as Work Orders and Purchase Orders appear in blue. Demand Orders such as Work Orders and Sales Orders appear in red if they are counted in the Net Flow and gray if they are in the future/not counted in the Net Flow
Order Date
The date when the order is placed (supply order) or received (demand order)
Promise
Date
This can be a) the same date at the Request Date or b) the date the supplier expects to send the material to the customer by. Can be calculated as Order Date + Fixed Lead Time
Request
Date
This can be a) the same as the Promise Date b) the date the customer desires to receive material by. This date can also be selected on the PO by creating a custom order in R+
Order
Receipt Date
The date the material is supposed to be received by the customer. This can be calculated as Request Date/Promised Date + Goods Receipt Time
Late
The difference (expressed in number of days) between the Request Date and the Promise Date. Optional to leave in the All Activity columns
Status
If the order is Pending (accepted and in Pending Orders, but not sent to your ERP), Sent (sent to your ERP), or Committed (order number received in your ERP and sent back to R+ as an approved PO)
Qty
The quantity of the supply or demand
Running Balance
Net value for each row on the day of the order; Demand Orders decrease the running balance whereas supply orders increase it
Source
For Make items, the WO or SO in the preceding level of the Bill of Material that created the demand at this level
Vendor
The name of the supplier on this PO
Vendor ID
The corresponding vendor ID for this PO
Created (UTC)
The time when the transaction was created. Only applies to MRP-generated demand or supply
Source ERP
For clients using multiple software systems to manage data in R+, this is the source software of the transaction
Part Number
For parts using Part Transition, this field shows where the demand for the item originated from: the Target part or the Source part
Availability Review Tab
This tab is a material availability check to help planners be aware of any immediate child part shortage. The column “Availability Shortage” in the Workbench works with this tab to indicate when there are child part shortages.
You can select the carrot/triangle next to each child part to expand the view. Once expanded, you will be able to see each of the actual and projected demands and supply against the child part.
Colum
Description
Child Part Number
The immediate child part
Description
The source of the demand/supply on the child part; can be a projected order from R+.
Availability Shortage
Will show an error icon if there is an indicated shortage
Date
The due date or order receipt date on the demand/supply order
Shortage Date
The date of the shortage, if there is one
Order Number
The order number of the demand/supply order on the child part
Line
The net flow type (inventory, supply, demand)
Qty
The amount on the order or in the inventory
Projected Running Balance
The future running balances for this part if all of the lines on the Child Part are true.
Supply Orders Tab
The Supply Orders Tab contains all of the information related to the supply of an item. It shows the Order Number, Order Type, Quantity, and the relevant dates associated with each order.
Field
Description
Date
Promise Date / Date that you are expecting arrival of the supply.
Order Number
Either an R+ generated LinkCode or the Purchase/Transaction/Work Order number
Type
This is the transaction type. In this tab, the Type will always be blue and will show either a Work Order, Transaction Order, or Purchase Order type depending on the Part Type (Buy, Make, Distributed).
Qty
The quantity of the supply.
Order Date
The date when the order is/was placed
Order
Receipt Date
The date the material is supposed to be received by the customer. Can be calculated as Request Date/Promised Date + Goods Receipt Time
Request
Date
This can be a) the same as the Promise Date b) the date the customer desires to receive material by. This date can also be selected on the PO by creating a custom order in R+
Promise
Date
This can be a) the same date at the Request Date or b) the date the supplier expects to send the material to the customer by. Can be calculated as Order Date + Fixed Lead Time
Start Date
For manufactured items, the date to start producing the item
Late
The difference (expressed in number of days) between the Request Date and the Promise Date. Optional to leave in the Supply Order column
Source
For Make items, the WO or SO in the preceding level of the Bill of Material that created the demand at this level
Comments
Notes entered in the supply order file from your ERP
Vendor
The name of the supplier on this PO
Vendor ID
The corresponding vendor ID for this PO
Part Number
For parts using Part Transition, this field shows where the PO/TO/WO for the item originated from: the Target part or the Source part
Created (UTC)
The time when the transaction was created. Only applies to MRP-generated supply
Source ERP
For clients using multiple software systems to manage data in R+, this is the source software of the transaction
Demand Allocations Tab
The Demand Allocations Tab contains all of the information related to the demand of an item. It shows the Order Number, Order Type, Quantity, and the relevant dates associated with each order.
Demand allocations are red if they are included in the Net Flow. For buffered parts, these are all demands due today, past due, or a spike in the future. For non-buffered parts, this is all demand within 1 Lead Time of the part plus the number of days in the Demand Order Window setting in the Site Administration settings.
Field
Description
Due Date
The date by which the demand should be fulfilled
Order Date
The date when the order is/was received
Order Number
Either an R+ generated LinkCode or the Sales Order / Work Order number
Line
Line number of the demand on the SO/WO. Optional to leave in Demand Allocations
Qty
The quantity of the demand in the line/SO/WO
Source
For Make items, the WO or SO in the preceding level of the Bill of Material that created the demand at this level
Vendor
The name of the customer on the SO/WO
Vendor ID
The corresponding customer ID for the SO/WO
Comments
Notes entered in the demand order file from your ERP
Type
This is the transaction type. Demand Orders such as Work Orders and Sales Orders appear in red if they are counted in the Net Flow and gray if they are in the future/not counted in the Net Flow
Part Number
For parts using Part Transition, this field shows where the demand for the item originated from: the Target part or the Source part
Created (UTC)
The time when the transaction was created. Only applies to MRP-generated demand
Source ERP
For clients using multiple software systems to manage data in R+, this is the source software of the transaction
Analytics Tab
This tab displays the trend of the buffer zones, net flow and on hand inventory for the part. Users can choose the time period from the calendar icon in the top left-hand corner of the display.
The horizontal axis is the time period selected from Settings, while the vertical axis gives buffer sizes, as well as the on-hand inventory value in a straight-line format. Users can mouse-over the line to view the actual values, as displayed above in the upper right corner of the display. This tab can be used to review buffer performance for the part and determine if a change in buffer profile is necessary.
Properties Tab
Part Properties
Property
Description
Rev
Revision for the Part Number, if any
Location
Location of the part
Description
Description for the part
Planning Calendar
If using a planning calendar, the name of the planning calendar assigned to the part
Order Interval Days
Days between the next available request date. Will always be 1 unless there is a planning calendar assigned to the part. Available in 4.17+
Fixed Reorder Cycle
ON of OFF. Indicates if the part is using the Fixed Reorder Cycle feature available with versions 4.17+.
Unit of Measure
Unit of measure used for inventory and reorder calculations
Packaging Unit Conversion
List any know conversions from UOM to stocking UOM; uploaded via the Part Packaging file
Material Type
Material category from source ERP
Outsource Cost
Cost to outsource item to outside vendor
Raw Material Cost
Purchase price / manufacturing cost of the part
Planner
Planner code assigned to part
Part Type
Make, Buy, or Distributed
Vendor
Vendor Name
Vendor ID
Vendor number or identifier
Inventory Management
Property
Description
Buffer Profile
Buffer assigned to the part or an alternate inventory method (NB,MM, etc.)
Inventory Method
Replenished, Non-Buffered, Min-Max, Replenished Override, Lead Time Managed
RPlus Lead Time
For Make and Distributed parts, the sum of Effective Lead Times in the longest unbuffered leg of the BoM. For purchased parts, this is always equal to the Effective Lead Time.
Effective Lead Time
Fixed Lead Time + Goods Receipt Time
Goods Receipt Time
Time in days required to make the parts available for use after delivery by the Supplier. Examples are - supplier might deliver at a remote port (FOB) and it will take additional days to ship it and received it at the manufacturing facility
Fixed Lead Time
Guidelines for determining this lead time are based on Part Type: Purchased Parts = Vendor Lead Time plus, optionally, the time to make it available for next use (include receiving, inspection, etc.); Distributed Parts = Shipping and Staging Lead Time; Make Parts = Manufacturing Lead Time.
Daily Usage Type
Forward (FDU), Trailing (ADU), or Blend (mix of ADU & FDU, shown as EDU)
Average Daily Usage
Average Daily Usage is the average of demand over the ADU Horizon in the Site Administration settings. ADU is calculated each day on a rolling time horizon. Calculated as Total Demand in the Horizon / Working Days in ADU Horizon. Holidays in the Location Calendar are excluded from the number of Working Days. This value can also be imported from your ERP system.
Forecasted Daily Usage
Forecasted Daily Usage is the average of future demand over the number of weeks in the FDU Horizon in the Site Administration settings. FDU is calculated each week on a rolling time horizon. Calculated as Total Forecasted Weekly Demand in the FDU Horizon / Working Days in FDU Horizon. The sum of Total Forecasted Demand always begins with the next week's value (not the current week's value). Holidays in the Location Calendar are excluded from the number of Working Days. This value can also be imported from your ERP system. This field will be blank if there is no forecast for this part.
Effective Daily Usage
This field indicates the Daily Usage value used for the buffer calculation. ADU, FDU, or a Blend.
Order Cycle
Number of desired days between orders.
Alert Horizon
Number of RPlus Lead Times in the future over which R+ will consider Material Synchronization and Projected Stock Out alerts against the part.
Minimum Order
Otherwise known as an MOQ. If the Order Maximum is greater than zero, then this value must be less than or equal to the Order Maximum. Should also be a multiple of or divisible by the Order Multiple if there is one.
Maximum Order
The maximum quantity when creating a single order, default of 0. For example: Min Order=5, Max Order=100, Recommended Reorder Qty = 801. The result will be 8 orders of 100 and 1 order of 5.
Order Multiple
The order multiple for the part, which suggests recommended order quantities of that specific multiple, default of 0 (no multiple). If the Order Maximum is greater than zero, then this value must be less than or equal to Order Maximum. The Minimum Order should be a multiple of or be divisible by this quantity.
Standard Deviation of Demand
This is the standard deviation of demand over the standard deviation horizon in the Site Administration. The standard deviation is calculated with the Total Qty of demand and the total number of work days based on the Default and Location, and/or Part calendars. Available in 4.17+
User Defined Fields
This box will contain any user defined fields for the parts. These fields are used to accommodate part properties in the host ERP system that are not native fields in R+. The names of these fields can be modified in the Site Administration settings.
Buffer Sizing Tab
The Buffer Sizing tab shows the current state of the buffer, Net Flow equation, and On Hand Inventory at this moment.
Buffer Sizing
The Buffer Sizing box shows the current buffer zone levels, Net Flow, and On Hand Inventory levels. Each of these is recalculated each day. For a historical look at the buffer sizing, click on the Analytics tab.
Zone Size
The Zone Size box indicates the number of units in each buffer zone. These units will change to respect CDAFs, PAFs, and Part Transitions.
Top of Zone
This box calculates the Tops of each zone for you. In each case, the Top of the zone adds together the zone quantities below that zone. For example, Top of Yellow equals Red Zone plus Yellow Zone. This box also includes the units covered in each "Top of" category as well as the Expected Average Inventory for the part (also known as the Target Inventory). This is calculated by Units / EDU for the part.
Adjustment Factors
This box shows the current effects of any adjustment factors on the part. This box will only show changes when the Adjustment factor takes effect for that part. The current PAF will always be 100% and the CDAF impacts will always be 0 when there is no adjustment factor affecting the part. Otherwise, the adjustment made by the CDAF/PAF will show in the box.
Part Transitions
The Part Transitions box will indicate if a part is a Target Part in any Part Transition connection. The Target Part is always the part receiving the new ADU/Net Flow Components. This section will show which pieces it receives and from which source part.
Bill of Material Tab
The Bill of Material tab will only show data on parts containing a Bill of Material (BoM). In R+, these are the Make and sometimes Distributed parts. If the Bill of Material exists, this tab will display a visual representation of the BoM. If no BoM exists, a blank screen is displayed.
In the center of the screen, the BoM components can be expanded or collapsed to the level needed. The BoM can be completely expanded/collapsed by clicking "expand all / collapse all" above the BoM picture.
Each item in the BoM will have its RPlus Lead Time to the right of the PartNumber. In some cases, the RPlus Lead Time and Fixed Lead Time for the part will be different because there are unbuffered legs of the BoM that are increasing the RPlus Lead Time on the buffered item. In these cases, the RPlus Lead Time will come first, followed by its Fixed Lead Time.
The left side of the screen will contain basic part details on the selected part, as well as some part details of the selected child part in the BoM to the right.
Field
Description
Assigned Location
The location of the selected child in the BoM.
Quantity
The quantity needed of the selected child part to make the immediate parent.
R+ Lead Time
The RPlus Lead Time of the selected child part.
The legend on the left hand side also explains the symbols that appear on the BoM to the right.
Notes Tab
Notes are used to store key details about a part. You can add new notes to a part by selecting the round yellow "Add Notes" icon in the center of the tab.
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