Disposition rules are grouped by disposition rule sets. Individual disposition rules can be applied to requisition templates, whereas a disposition rule set is applied to an MTO type and thus to an MTO job. The idea is to have a company or project standard for contingency material that is generated by default, such as one rule set for preliminary material take-offs and others for the intermediate or final take-offs.
To assign a Disposition Rule Set to the MTO Type click 
to open Disposition Rule Set Window. Select a Disposition Rule Set by clicking the
Disposition Rule Set Name. If you want to create a new Disposition Rule Set, click
Create New Disposition Rule Set.
-
When you select Standard or Template Structure in the MTO Option cell in the MTO Type Details page, defining the Disposition Rule Set becomes optional.
-
When you select Balance in the MTO Option cell in the MTO Type Details page, the Disposition Rule Set page gets disabled.
-
You can delete a Disposition Rule Set from the Delete Disposition Rule Set setup page only.
Select a Disposition Rule on the right side of the screen. In the list of values only
Disposition Rules are visible, which are assigned to one or more Requisition Templates
assigned to this MTO Type.
Once a Disposition Rule is assigned to the MTO Type, the Disposition Rule Details section appears below the Disposition Rule Set section.
The MTO job calculates the total recommended quantity (to be purchased) as the sum of all affected BOM position quantities; this corresponds to the total list quantity. The disposition rule can be used to round up the calculated quantity to get commercially available order quantities, or to add a safety margin for contingency or spare material.
The Total Recommended Quantity value is calculated by a function considering the Total List Quantity value and the disposition rule details.
The details of the disposition rules must be defined on the Disposition Rule Details section.
Dispo rules can be used individually or grouped into disposition rule sets. A set is applied during an MTO job and must be relevant to the project phase. For example, you could use disposition rule sets for the project phases ‘Estimate’, ‘Intermediate’, and ‘Final Design’. Each set refers to different rule details. The ‘Estimate’ phase requires more additional material than the ‘Intermediate’ phase, and in the ‘Final’ phase the calculated quantities are almost exact so additions are not needed.
To define disposition rule details, first select a disposition rule set in the Disposition Rule Sets block on the left. Then select a disposition rule in the Disposition Rules block on the right. Now you can enter the details for the selected disposition rule and relevant for the selected disposition rule set.
Enter a sequence number in the Order Seq field.
With the assigned Where condition, you define how the MTO job finds the idents for which the disposition rule must be applied. With the Where condition, a SQL statement is created, which is used by the MTO job to filter the material corresponding to the disposition rule requirements. For more information about Where conditions, refer to Where Conditions. To assign a Where condition, use the LOV in the Where Condition field to select one, which displays all existing Where conditions for module R1023 Disposition Rule. You can either select one of the existing Where conditions or create a new one.
With the next fields you specify how the additional quantity is calculated. The % field defines the percentage addition, the Min Addend field defines the minimum quantity to be added, and the Max Addend field shows the maximum quantity to be added. An entry in the Absolute field is used to add this exact value (not used in combination with the other fields). With the value in the Rounding field, you define to which exact values the calculated quantity should be rounded up.
For example, to add 10% to the calculated pipe length, but not more than 50m and not less than 5m, with exact pipe lengths of 12m, the disposition rule would be defined with these details:
-
% = 10
-
Min Addend = 5
-
Max Addend = 50
-
Rounding = 12.
The Param Char 1 - 5 and Param Num 1 - 5 fields can be used within the CIP m_pck_req_custom.std_dispo_qty. The standard version of the CIP does not use these fields.
The disposition rule specified here and assigned to the requisition template on R.10.41
is applied only when processing an MTO job if the Disposition Rule option of the MTO
job is set to ‘Common Rule’.
Add a new disposition rule detail
-
Enter a number in the Order Seq cell to indicate the order sequence within the disposition rules details.
-
Select the appropriate where condition from the select list in the Where Condition cell.
-
Enter a number in the % cell to define the percentage added to the total list quantity.
-
Enter a number in the Min Addend cell to define the minimum quantity that is to be added to a given additional quantity percentage when a disposition quantity is calculated.
-
Enter a number in the Max Addend cell to define the maximum quantity that is to be added to a given additional quantity percentage when a disposition quantity is calculated.
-
Enter a number in the Absolute cell to define the absolute addend to the quantity.
-
Enter a number in the Rounding cell to indicate the rounding factor.
-
Enter a number in the Param C1-5 cells to define the alphanumeric parameter for the disposition function.
-
Enter a number in the Param N1-5 to define the numeric parameter for the disposition function.
-
This block is activated only when a disposition rules has the disposition rules details defined in the Disposition Rules Details screen.
-
The cells Param Char 1 - 5 and Param Num 1 - 5 are for free use within CIP m_pck_req_custom.std_dispo_qty.