This planning task can be performed in the Order Planning window, which displays all new demand along with availability information and suggestions for supply. It provides the visibility and tools needed to effectively plan demand from sales lines and component lines and then create different types of supply orders directly.
You can enter the Order Planning window in two ways depending on your focus:
From a planned, firm planned, or released production order, click Order, Planning.
In the Order Planning window, click Functions, Calculate Plan.
The window displays planning lines according to the view filter
Production Demand – meaning
unfulfilled component lines of all existing production orders. The
system deliberately does not show demand only for the production
order in context because it is “risky” to plan for one production
order without overview of demand for potentially earlier components
lines. Planning lines for the production order in context are
expanded.
(The procedure continues below)
Click Order Planning (from the Navigation Pane).
In the Order Planning window, click Functions, Calculate Plan.
The window displays planning lines according to the view filter All Demand – meaning sales order lines as well as production component lines with insufficient availability. You can change this filter as you like.
(Continued) When the plan is being calculated, the system analyzes any new demand that has arisen since a plan was last calculated. It calculates the needed quantity, based on total availability, of each demand line found. This calculation is done order-by-order – meaning that the order which includes the demand line with the earliest due/shipment date is considered first, and all other demand lines in that order, irrespective of their individual due/shipment dates, are also calculated for that order. Therefore, all planning lines under one order header line have the same demand date. When the calculation is completed, it displays all unfulfilled demand as planning lines sorted by earliest demand date and with the various quantity fields filled in.
The Order Planning window is filled with order header lines representing orders with unfulfilled demand.
Note: If there is no unfulfilled demand, the system will display a message saying no planning line is created.
The Demand Date field contains the earliest shipment/due date of a demand line in the order.
The Demand Type field shows whether the demand is from sales lines (Sales) or component lines (Production).
The Description field contains:
The description of the produced item, in case of production demand. (Customer name, in case of production demand from a project production order, see Plan a Project Order)
The customer name, in case of sales demand.
The first planning line has the earliest demand date and you should therefore plan this line first. To see the actual demand lines (sales order lines or component lines) of each order header line, you must expand the line:
Click the triangle icon in the Expand field (Ctrl-Shift-A) or click Functions, Expand All to see the underlying planning lines that represent demand lines with insufficient availability.
For each expanded planning line (demand line), you can see values in information fields at the bottom of the window:
Qty. on Other Locations – if the item exists on another location. You can then look up and select it.
Substitutes Exist – if a substitute item is created for the item. You can then look up and select it. Note that this feature only applies to components, that is, from demand lines of type Production).
Quantity Available – showing the total availability of the item (Projected Available Balance).
Earliest Date Available – shows the arrival date of an inbound supply order that can cover the needed quantity on a date later than the demand date.
Select in the Replenishment System field which type of supply order to create.
The default value is that of the item card (or SKU card), but you can change it to one of 3 options:
Purchase – to create a purchase order.
Transfer – to create a transfer order.
Prod. Order – to create a production order.
In the Supply From field you must select a value according to the selected replenishment system.
Note: If the field is not filled in, the system will display an error message when you use the Make Supply Order function, and no supply order will be created for the planning line in question. This, however, is not the case if the replenishment system is Prod. Order.
From the Supply From field, look up in the relevant list and select where to supply from:
If replenishment system is Purchase, the field looks up in the Item Vendor Catalog window.
If replenishment system is Transfer, the field looks up in the Location List window.
In case the demanded item exists on another location, the Qty. on Other Location field at the bottom shows a value and you can then look up and select the location from which the item should be supplied when you make the transfer order.
In case a substitute exists for the demanded item, the Substitute Exists field at the bottom contains a Yes, and you can then look up to the Item Substitution Entries window and select the substitute.
Place a check mark in the Reserve field if you want to make a reservation between the supply order you are creating and the demand line (sales line or component line) that it is created for. It is empty by default.
Note: You can only place a check mark if the item has Optional or Always in the Reserve field on its item card.
In the Qty. to Order field, you can enter the quantity that will go on the supply order you are creating.
The default value is the same quantity as that in the Needed Quantity field. But you may decide to order more or less than this quantity based on your knowledge of the demand situation. If, for example, you see in the Order Planning window that several unrelated demand lines are for the same purchased item, and they are due around the same date, you can consolidate these by entering the total needed quantity in the Qty. to Order field of one line, and then delete the other, obsolete planning lines for that item.
In the Due Date and Order Date fields, you can enter the dates that should apply to the created supply orders.
These 2 fields are interrelated according to the Default Safety Lead Time field (under Manufacturing Setup). By default, the Due Date is the same as the Demand Date, but you can change this as you like.
Note: If you enter a date later than the Demand Date, the system will warn you, but will allow the change.
When you have finished your planning work in the Order Planning window, for example defined an alternative way to supply the quantity, you can proceed to create supply orders for one or more of the planning lines.
Place the cursor on a relevant planning line and click Make Orders.
In the Make Supply Orders window, on the Order Planning tab, select one of the following:
For the Active Line – to make a supply order only for the line where the cursor is placed.
For the Active Order – to make supply orders for all lines in the order where the cursor is placed.
For All Lines – to make supply orders for all lines in the Order Planning window.
Define on the Options tab what kind of supply orders, or requisition worksheet lines, should be made.
Note: The settings you last made in the Make Supply Orders window will be saved under your user ID so that they are the same the next time you use the window.
Click OK to have the system make the suggested supply orders or requisition worksheet lines.
You have now planned for the unfulfilled demand by making respective supply orders. Details about specific work flows when using the Order Planning window would depend on a company’s internal policies.
Note: The supply orders you create may introduce new dependent demand, for example for underlying production orders, and you should therefore click Calculate Plan again to find these and deal with them before moving down the list.
Check Availability against Schedule