Calculate Plan - Plan. Wksh. Batch Job

You use the Calculate Plan - Plan. Wksh. batch job to calculate an item replenishment plan. The batch job calculates either a net change plan or a regenerative plan, which you select from the menu items under the functions button in the planning worksheet.

The Calculate Plan batch job performs the following steps:

  1. It investigates the demand and supply situation of the item and calculates the projected available balance. This is defined as Inventory + Scheduled Receipts + Planned Receipts - Gross Requirement.

  2. It states net requirements for the item.

  3. It creates an item replenishment plan to fulfill net requirements. The plan is presented in the planning worksheet as detailed order proposal lines that are accompanied by action messages, which suggest specific user actions. The action message possibilities are:
    Change quantity in existing replenishment orders.
    Reschedule existing replenishment orders.
    Create new replenishment orders.
    Cancel superfluous replenishment orders.

You can accept the action message on the order proposal line and thereby process it further. If you don't want to accept it, you can manually edit or delete lines in the planning worksheet.

You can define what is included in the batch job by setting filters. You can set additional fields on the Item tab by clicking the Field field and then clicking the AssistButton that appears to the right. You can also determine how the batch job is processed by filling in the fields on the Options tab. Fill in the fields as follows:

Item

No.: Here you can specify the numbers of the items that you want to include in the batch job. To see the existing item numbers, click the Filter field, and then click the AssistButton that appears to the right.

Search Description: Here you can specify the search descriptions of the items that you want to include in the batch job.

Location Filter: Here you can specify the locations that you want to include in the batch job. To see the existing locations, click the Filter field, and then click the AssistButton that appears to the right.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.

Options

Calculate MPS: Place a check mark in this field if you want the program to calculate a master production schedule (MPS) based on independent demand. The results will appear in the planning worksheet, and you can edit them. Afterwards, you can calculate a materials requirement plan (MRP), to include dependent demand.

Calculate MRP: Place a check mark in this field if you want the program to calculate an MRP, which will calculate dependent demand based on the MPS. The MRP will thus include both independent and dependent demand. The results will appear in the planning worksheet, and you can edit them.

Note

You can also perform a combined MPS/MRP calculation directly from the production forecast. While this would eliminate the step of calculating the MRP afterwards, it would also eliminate the possibility of editing the MPS. If you do not edit the MPS, the results of calculating first an MPS and then an MRP are the same as calculating a combined MPS/MRP.

If you choose to perform a combined MPS/MRP calculation, you must first set this up in the Combined MPS/MRP Calculation field in the Manufacturing Setup window.

Order Date: Enter the date to be used for any new orders. The program uses this date when it evaluates inventory. The order date defines the beginning of the planning horizon.

Ending Date: Enter the date where the planning period ends. The program does not include demand beyond this date.

Use Forecast: Select a forecast that should be included as demand when running the planning batch job.

Exclude Forecast Before: Define how much of the selected forecast to include in the planning run by entering a date before which forecast demand is not included.

Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.

Related Topics

About Forecasting Functionality



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