Workflows

MRP Exceptions

the reschedule, cancel, release, and shortage messages a material requirements planning run produces for planners to act on

The job in one minute

What it produces

A ranked, enriched list of planning actions, executed in the ERP once approved.

Who owns it

The production planner, with the materials manager, demand planner and buyers.

How often

Every planning run, often nightly.

Why it hurts

MRP is exact math on inexact records. A receipt still on the dock, labor never posted, a supplier date nobody updated: each one produces a message that is technically right and practically wrong. Planners learn which messages lie and start ignoring whole categories. Then a real shortage hides among two hundred two-day reschedule-outs.

The opposite failure is nervousness. Change the plan every night for small reasons and suppliers stop believing your dates. A single missed reschedule-in can stop a line.

Systems it touches

The agent downloads the latest customer release schedules before the run, reads supplier status for context, and writes the ranked list to a table your dashboard can show. Product →

  • ERP planning screens
  • Power BI or Tableau
  • Supplier portals
  • Customer portals
  • Outlook
  • Excel
  • SharePoint or OneDrive
  • Teams

12 steps · 4 actions · 7 decisions · 1 human reviews

The workflow, step by step

Action Decision Human review Select a step in the flowchart to jump to it.

Related recordingS&OP cycle in Oracle NetSuite Manufacturing
Show the flowchart
  1. Decision · Agent

    Readiness check: today's receipts, shop labor, open sales orders and released engineering changes are all posted. Any gap is listed and the run waits.

  2. Action · Agent

    Run regeneration and confirm the run log finished with no errors.

  3. Action · MES

    Export every message with its item, order, dates and pegging.

  4. Decision · Agent

    Sort by type: reschedule in, reschedule out, cancel, release past due, below safety stock, shortage.

  5. Decision · Agent

    Filter noise: suppress small reschedule-outs and tiny quantity changes under your thresholds, but never anything touching a customer order inside the horizon.

  6. Decision · Agent

    Anything inside the frozen fence goes to a person, whatever its size.

  7. Decision · Agent

    Rank by the ship date of the customer demand it protects, then dollar value, then days of slip.

  8. Action · Agent

    Add context to each row: supplier confirmation status, open expedites, stock on quality hold, stock at another site.

  9. Decision · Agent

    Low-value items on approved suppliers with valid prices may convert to purchase orders within your pre-approved limits.

  10. Human review · Planner

    The planner approves, edits or rejects each ranked action in one batch.

  11. Action · ERP

    Firm or release orders, change job dates, send PO date changes to expediting, and confirm each in the ERP.

  12. Decision · MES

    The same message on the same item three runs in a row becomes a master-data case for the materials manager.

✓ Done

Rules vs judgment

The agent's login cannot edit item master data, and suppressed messages stay visible with the rule that hid them.

Exact ruleModel readsPerson decides
Readiness gates, noise filters, fences, ranking, pre-approved conversionsSupplier emails and portal status for context; planning screens that scroll or paginate (every message counted against the export total)Moving a date inside the frozen fence and pulling customer orders in or out (planner); planned orders over the value limit; lead time and safety stock changes (materials manager)

When it stops

  • Unmapped message code

    The run stops until the materials manager maps it.

    high
  • Reschedule-in that lead time cannot meet

    Flagged as a shortage, not a reschedule.

    medium
  • Supplier date later than need

    Goes to the expedite queue.

    low
  • Cancel message on a PO that already shipped

    Not cancelled; the buyer decides.

    high
  • Supply on quality hold or at a sister site

    Shown, with a transfer proposed or quality asked for a date.

    medium
  • Supplier portal and email disagree

    Both shown; ranking uses the later date.

    low

What you end up with

  • One ranked list each morning, with the reasons attached.
  • Committed schedules that only move when a person says so.
  • A record per run: readiness results, the full export, what was suppressed and why, what the planner saw and approved, and the ERP state afterward. If a write-down is questioned, you can show which buys a person approved and which a rule did.

Questions

Should the agent release planned orders on its own?

Only inside a table you control: low-value items, approved suppliers, valid prices, outside the frozen fence.

Does this replace our APS or planning tool?

No. The plan still comes from your ERP or APS. The agent handles the review work around it.

How do we set dampening thresholds without guessing?

From history. The agent shows which message sizes planners ignored and whether any of them later mattered.

Our planners live in a spreadsheet. Now what?

The agent reads it. Over time its hidden rules move into versioned tables and the sheet becomes an export.

No prompts. No babysitting. No Integrations.

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