Epicor MRP Run Checklist (Free, PDF/Excel)

0%

0 of 28 items complete

14 critical items still open - these are the highest-risk gaps.

Download checklist:

Before the run: part and planning data

Parts to plan have the planning flags set so MRP considers themCRITICALLead times (purchasing and manufacturing) are current for key partsCRITICALSafety stock and minimum quantities reviewed for top partsLot sizing and multiples reflect current supplier termsApproved supplier and price list data exists for purchased partsCRITICALBills of material revisions are approved and effective on the right datesCRITICALObsolete or inactive parts are excluded or flagged

Before the run: demand and supply

Sales orders and releases are entered and dated correctlyCRITICALForecasts are loaded and still validInventory counts are reasonable; major cycle count variances resolvedCRITICALOpen purchase orders have accurate due datesCRITICALOpen jobs have realistic start and due datesFirm jobs and held jobs reviewed so MRP does not plan around bad supplyCRITICALStale or cancelled demand cleared

Run setup

Choose full regeneration or net change deliberately and know whyCRITICALConfirm the plant or site and scheduling horizon are correctCRITICALConfirm no other heavy processes or users are changing demand during the runRun in a test environment first after major data or setup changesRecord who ran it and whenCheck the run completed without errors in the process logCRITICAL

After the run: review

Review unfirm job suggestions against capacity before approvalCRITICALReview purchase suggestions with buyers, grouped by supplierCheck action messages for expedite, delay and cancel itemsCRITICALInvestigate parts with a suggestion but no clear demandInvestigate parts with demand but no suggestionCRITICALCheck for suggestions with past due datesShare exception list with planners and supervisorsArchive the run notes and any decisions

Tick each item before you rely on MRP output. Any unticked critical item is a likely cause of wrong suggestions.

Planning exception view

Want planner exceptions from your Epicor data without manual exports? Ask for an optional discussion.

Optional. The tool and every export work without this. No spam.

How to use the checklist

Work from top to bottom before each run, or at least weekly for planners who run net change daily. Items marked critical are the common sources of misleading suggestions. Export the list and keep a copy per run so you can compare when a surprise shows up. If the checks pass and suggestions still look wrong, take a single part and trace demand and supply through its planning detail.

Why inputs matter more than settings

MRP is arithmetic over your data. If a purchased part has a lead time of three days but the supplier needs three weeks, MRP will plan late every time. If inventory is overstated, it will never suggest buying. Time spent on lead times, counts and due dates pays back faster than tuning process options.

Regeneration or net change

Net change processes only parts touched since the last run and is fast for daily use. Regeneration recalculates everything and is the safer choice after major data changes such as BOM revisions, lead time updates or migrations. Many sites run net change nightly and regeneration weekly or monthly. Whatever you choose, make it consistent.

Reviewing the output

Treat suggestions as proposals. Check unfirm jobs against capacity, group purchase suggestions by supplier for buyers, and read action messages first because they highlight conflicts between supply and demand. Investigate parts with demand and no suggestion, which usually means a planning flag or a firm supply is hiding the need.

Frequently Asked Questions

Why is Epicor MRP not creating suggestions for a part?

Common causes are planning flags not set on the part, supply that already covers demand, a firm job treated as fixed supply, a demand date outside the horizon, or lead times that place the need after the planning window. Trace the single part through its planning detail.

Should I run regeneration or net change?

Use net change for day-to-day runs because it only handles parts that changed. Use regeneration after large data changes or when results look inconsistent. Many sites schedule both at different frequencies.

Do firm jobs change when MRP runs?

MRP treats firm jobs as fixed supply and does not reschedule them in the usual way. If you want suggestions to move them, unfirm the jobs first. Review the list of firm jobs regularly so they do not hide real shortages.

How often should MRP run?

It depends on how fast demand changes. Many manufacturers run net change nightly, and some run during the day for fast-moving operations. Choose a schedule planners can review in time to act, and avoid running during heavy transaction periods.

If planners spend hours exporting MRP output to Excel, we can build a read-only exception view over your Epicor data.

Talk to an Expert Explore More Free Tools

Related Tools

Epicor

More Epicor tools

See all

Epicor MRP Run Checklist: Before, During and After the Run