MRP Planner Shift Handover Template
Planning knowledge usually lives in a planner's head and a few spreadsheets. This template turns the end of shift conversation into a one page record the next planner can act on in the first ten minutes.
Fill in
MRP Planner Shift Handover Template
MRP Planner Shift Handover
Plant: Plant 02 - Machining Date: 2026-10-20 From: R. Alvarez To: M. Okafor
Last MRP run
Net change, 05:10, completed with 14 warnings
Open exception messages
6 expedite messages on purchased castings, 3 reschedule out on fasteners, 2 cancel on obsolete revision parts.
Hot shortages
PN-48213 housing: short 40 EA for WO 100482, needed Thursday. Supplier promised Wednesday AM, not confirmed.
Supplier promises to chase
Call Northline Castings by 10:00 for PO 4500123 line 2. Email Apex Fasteners for tracking on PO 4500140.
Items to watch
Demand spike on PN-77120 after the new sales order. Check capacity at the CNC cell before firming.
Handover checks
| Check | Done | Comment |
|---|---|---|
| Planning run status reviewed | ||
| Firm planned orders reviewed | ||
| Past due purchase orders reviewed | ||
| Expedite list sent to buyers |
Sign-off
Keep one handover per planner group or MRP controller code. Attach the ERP exception list export if your system supports it. This is an internal working document, not a controlled quality record unless your procedure says so.
Generate the handover from live ERP data
Optional: we can review how to produce this list automatically from your exception and shortage reports.
Optional. The tool and every export work without this. No spam.
How to use the handover
Fill in the header, describe the last MRP run, then list exceptions, hot shortages and supplier promises. Keep each entry short: part number, order number, quantity, need date and the next action with a time. Print or export to PDF and send it to the incoming planner and the buyers who own the open actions. The sign-off lines make it clear who owned what at the moment of transfer.
- Write part and order numbers exactly as the ERP shows them
- Put a time on every chase action
- Name the person who owns each open item
- Keep the page to one side if possible
What to capture from the MRP run
Record whether the last run was regenerative, net change or a selective run, when it finished and whether it ended with errors or warnings. In SAP this is the MD01 or MD01N result and its planning log; in Epicor it is the MRP process monitor; in SyteLine it is the Planning Report output. A warning count with no explanation is not enough: say which material groups were affected so the next planner knows whether the exception list is trustworthy.
Common mistakes
The biggest mistake is handing over a list with no priority. Rank the hot shortages by the date a work order or shipment stops. The second is promising dates that the supplier has not confirmed; write confirmed and unconfirmed apart. The third is leaving firm planned orders unmentioned, because the next planner will see MRP ignore them and may not know why.
Frequently Asked Questions
How long should a planner handover take?
About ten minutes if the page is filled in during the last half hour of the shift. The written page carries the detail, and the conversation only covers the two or three items that could stop production before the next review.
Is this useful for one planner working alone?
Yes. It doubles as a daily log and as cover for holidays or sickness. A temporary planner can pick up open actions without reading months of email.
Can I use it with any ERP?
Yes. The fields are system neutral. Use your ERP's terms in the free text, such as planned order, requisition, firm planned order or exception message.
Should it be a controlled document?
Usually not. It is an operational log. If your quality system requires records of planning decisions, store the exported PDFs under your normal retention rule.
If your planners rebuild this list by hand from exception screens every shift, Netray can help generate it from live ERP data with read-only access.
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Keep exploring
Free tools
- Shift Handover Production Log TemplateFill in output, downtime, holds and open issues and download a shift handover note for the next supervisor.
- Maintenance Shift Handover Log TemplateFill in a one-page maintenance handover between shifts: open jobs, machines down, locked-out equipment, parts on order and safety notes.
- MRP Weekly Planner Review Agenda TemplateA ready agenda and action log for the weekly meeting where planners, buyers and production review MRP exceptions and shortages.
ERP fixes and how-tos
- How to Use the MRP Planner Workbench in SyteLineHow planners review SyteLine MRP output in the planner workbench: read exception messages, firm and release planned orders, and reschedule supply safely.
- How to Run MRP in SyteLineRun MRP in SyteLine: choose Regenerative or Net Change, review the resulting Action Messages and planned orders, then firm and release what you accept.
- Infor LN Master Planning: How It Works and a Setup and Run ChecklistHow master planning works in Infor LN: planned orders, pegging, planning horizons and a practical setup and run checklist for planners and consultants.
Guides
- SyteLine Planning Workbench Optimization for Production PlannersOptimize SyteLine Planning Workbench with exception message filtering, action prioritization, planner workflows, and MRP output analysis for efficient planning.
- How to Resolve SyteLine MRP ExceptionsLearn how to analyze and resolve MRP exception messages in Infor SyteLine including reschedule, cancel, and expedite actions with root cause analysis techniques.
- Fourth Shift to SyteLine: Migration Planning GuideMigrate from Fourth Shift ERP to Infor SyteLine or CloudSuite Industrial. Step-by-step guide covering data mapping, timeline, and cost expectations.