Grouping Material Requirements

Objective

After completing this lesson, you will be able to group material requirements

Requirements Grouping

When valuated project stock is used, the material components are managed from an MRP perspective in individual requirements stock segments for the separate WBS elements. Requirements grouping allows you to group the requirements of the WBS elements within a project or for several projects for MRP purposes. The joint planning and procurement of the material components required for a project leads to enhanced logistical processing and cost savings in terms of the corresponding lot-size creation.

Diagram showing requirements grouping for project stock P with components P-1 and P-2, indicating respective material allocation and stock requirements.

The following lists the prerequisite for using requirements grouping:

  • Valuated project stock

  • Grouping WBS elements (where the stocks are grouped)

  • MRP groups that allow requirements grouping (in the material master, planning screen 1)

  • The assigned components require periodic lot sizes (material master, planning screen 1) and must be able to be managed in the sales order or project stock

Background to Requirements Grouping

Requirements Grouping Options

Requirements Grouping

Settings for Requirements Grouping
  1. Project definition

    • Valuated project stock

    • Automatic requirements grouping

  2. WBS elements

    • Determine MRP elements (category 1 or 2)

    • Assign to MRP elements

  3. Customizing PS

    • Determine MRP groups for requirements

    • Grouping

  4. Material

    • Allow sales order or project stock

    • Assign MRP group

    • Allow periodic lot size

Requirements grouping is set at the following various points in the system:

  • Valuated project stock must be allowed in the project definition control data. The automatic requirements grouping indicator can also be activated for the entire work breakdown structure. In this case, the requirements are grouped to one WBS element only (the top one).

  • The MRP element indicator must be set for WBS elements (exception: automatic requirements grouping). The MRP element determines if and how the requirements may be grouped into one WBS element.

  • In Customizing for the WBS, you must determine the MRP groups involved in requirements grouping.

  • Materials to be included in requirements grouping must allow sales orders or project stocks. You must assign an MRP group that allows requirements grouping to these. The lot size of the materials cannot be "exact" but must allow a periodic procedure (otherwise multiple requirements cannot be grouped).

Group Material Requirements