This chapter covers the following topics:
You can use global forecasting with distribution plans; see Global Forecasting. If you use global forecasting, you forecast across your enterprise using global demand schedules from Oracle Demand Planning. Distribution planning selects a source organization to meet each forecast and sales order demand; this results in local allocation of supply across your distribution network.
If global forecasts are not used, then sales order consumption occur for sales orders with ship from organizations that have organization forecasts. If there are multiple organizations in a plan and no global forecasts, then for any organization without any forecasts, there will not be any sales order consumption with a ship from for that organization.
Use the Ship Methods and Inter-Location Transit Times forms to define shipping methods between and organization and regions/zones for use in global forecasting.
The firm flag in global forecasting indicates that the source organization is firm, just as it does for sales orders. If global forecasting is enabled, sales order warehouses are selected before any sales order line splits occur.
For customer vendor managed inventory, Oracle recommends that you use global forecasts to represent projected future demand from the customer. For consigned vendor managed inventory, at the external organizations, the internal requisitions and planned inbound shipments are allocated to the global forecast but ship method selection is not performed since it is not required for allocations to a forecast.
In sourcing rules and bills of distributions, you can specify multiple supply sources within each rank and assign percentages to each. Distribution plans use the percentages for different supply sources if you are not using decision rules. They do not necessarily use the percentages for the same supply source with different ship methods
When there is more than one available ship method for a source, distribution plans select ship method by this process for each organization supply source. Set profile option MSC: Distribution Planning Ship Date to instruct the planning engine when to schedule the departure of trips with truckload ship methods that is considers for load consolidation.
Sort the ship methods in this order:
Rank (lowest value first)
Cost (lowest cost first): From the Oracle Inventory Shipping Networks form
Intransit Time (shortest intransit time first)
Maximum trip weight (highest value first)
Select a ship method that meets that required delivery time by meeting the following criteria:
Rank 1
Lowest cost ship method
The demand's (demand dock date - available date) is the same or more than the intransit time
Trip size is between maximum and minimum utilization targets
If more than one ship method meets the required delivery time, select the ship method that most closely meets these criteria:
Rank 1
Lowest cost
Shortest lead time
If the trip created does not match the selected ship method maximum and minimum trip utilization targets, select the ship method that most closely meets these criteria:
Rank 1
Lowest cost
Matches maximum and minimum trip utilization targets
If there is still no ship method that meets the rank 1 criteria, verify whether or not Plan Option form, Decision Rules tab, Alternate Sources is selected. If it is, evaluate the rank 2 alternate sources and consider alternate ship methods against the criteria. If there is still no ship method that meets the criteria, evaluate the rank 3 alternate sources.
If no Ship Method is found that meets the criteria, the supply is likely to be late. Select the shortest lead-time ship method unless there is a trip sizing consideration that leads to the selection of another ship method.
Distribution planning uses the following independent demand types:
Oracle Demand Planning forecasts: Organization specific and Global forecasts for all organizations
Source instance org-specific forecasts: Oracle Inventory > Planning >Forecasts
Sales Orders
Inventory optimization plans for safety stock levels
Distribution plans as demand schedules to distribution plans
Supply Types
Distribution planning uses the following supply types:
On Hands
Expected receipts
Scheduled receipts from work orders, purchase orders, and requisitions: Discrete, process, and flow manufacturing supplies are supported
Planned orders as supplies: From Other distribution plans: Oracle Advanced Supply Chain Planning MRP/MPS/MPP plans and source instance MPS plans
Oracle Project Manufacturing and Oracle Shop Floor Management are not supported with distribution planning.
Internal Requisitions and Internal Sales Orders
Users can create internal requisitions and internal sales orders with the standard procedures in Oracle Purchasing and Oracle Order Management. These are collected and used as supplies and demands for distribution plans.
Internal requisitions and internal sales orders may not match each other in the source instance. This happens because of user changes to the internal sales order, partial shipments of the internal sales order, rescheduling by distribution planning of the internal sales order, and so forth. Users are not allowed to update the internal requisition so after changes to the internal sales orders, the two documents may not by aligned. To resolve this for planning, the internal sales order is used as the source of truth in distribution planning.
During collections, both internal sales orders and internal requisitions are collected. In distribution planning, we use the correct internal requisition number and source and destination organizations for the internal requisition. However, the quantity, ship date and timestamp, arrival date and timestamp, ship method, and firm flag are the values found on the internal sales order. The result is that distribution planning takes a single view of the internal transfer, as defined by the internal sales order, and does not contain contradictory values for the two documents.
If internal requisitions have been created, but the corresponding internal sales orders have not been created, then when we have a mismatch:
Firm internal requisitions: They remain as firm with no change to date and quantity. The supply and demand picture in the source organization (where the corresponding Internal Sales Order should be) is incorrect.
Not firmed internal requisitions: They may get rescheduled in or out.
Supplier Capacity
Define supplier capacity in the Approved Supplier List in Oracle Purchasing
Distribution planning uses the same supplier capacity model that is used in the MRP/MPS/MPP plan types
MRP/MPS/MPP Supply Schedules
Distribution plans can be used as a Demand Schedules for MRP/MPS/MPP plans and the resulting MRP/MPS/MPP plans are used as supply schedules for the same distribution plan. Users should run the MRP/MPS/MPP plans to update the plans with the latest supply information before running the distribution plan.
Make the distribution plans demand schedules available to MRP/MPS/MPP plans with the following rules:
Dependent demands are passed for all inter-organization demands.
Distribution plan demand quantities, due dates, and demand priorities passed to the MPP/MPS/MRP plans are the initial unconstrained quantities and demand due dates; these are before constraints and trip consolidation is considered in the distribution plan. The priorities passed are the actual priorities except in the case of safety stock level, target inventory leve, and excess supply priority.
Optionally include target inventory plan option for MRP/MPS/MPP plans using distribution plan as a demand schedule:
Yes: Users may establish target inventory levels and attempt to plan to meet the target inventory demands. However, when smoothing their production schedules and resolving constraints, they may choose to produce some amount less than required by the target inventory levels. In this case, distribution planning distributes according to safety stock inventory levels first and then allocates the remainder using the target inventory levels
No: Do not use target inventory levels. Users do not want to plan production levels to meet target inventory demands. Only consider target inventory levels when there is excess inventory in the central locations.
Inventory Optimization Plans
Inventory optimization plans can be used as a time-phased schedule of safety stock levels by item-organization.
Run Oracle Inventory Optimization as needed to update time-phased safety stock levels
Oracle Inventory Optimization plans accept distribution plans as demand schedules
In turn, Oracle Inventory Optimization plans pass time-phased safety stock levels to the distribution plans
Collections
Collections processes are the same collections processes used for MRP/MPS/MPP plans
Since distribution planning does not consider routings and resources, users do not need to collect these entities unless required for MRP/MPS/MPP plans. Schedule and collect other entities as needed.
High Volume Processing
High volume distribution plan processing is a special type of processing that you can use if you are a business with large numbers of:
Locations: For example, in the thousands
Items per location. For example, in the tens of thousands or more
It handles large volumes of processing using multi-processing, either:
Multiple servers linked together with Oracle Real Application Clusters
A single planning server with multiple processors
Consider using high volume distribution planning if your business could benefit from
Increased plan availability: Plans are available earlier in the day and release of planned orders occurs earlier in the cycle. Warehouses have earlier visibility into the daily transfer requirements.
More frequent regeneration of plans: Daily or intra-day depending on location and item sizing). Warehouses have more frequent visibility to the latest supply and demand picture.
Improved operational efficiency: Since transfers and purchases can be released later in the business cycle, distribution planners can better account for the latest supply and demand picture and increase accuracy of their quantities and schedule dates.
Reduced server hardware load: Requires less total memory on the planning server. Large volume plans can load to available server memory.
The planning engine uses multi-processing during the distribution planning phases of:
Supply allocation: Calculates the independent and dependent demands at each distribution location and allocates supply to those demands
Load consolidation: Shipping early or late to improve trip utilization
Launch Distribution Plans
Parameters are the same as those for MRP/MPS/MPP plans.
Use Distribution Plan Summary for fast, easy analysis of the distribution planning plan output.
The plan summary is new for distribution planning. The plan summary can be accessed from:
The navigator, by highlighting the plan name and right clicking to Plan Summary
(M) Plan >Plan Summary
The user can specify the default plan and default tab as plan summary in the plan preferences. If the user opens the Planner Workbench, then the plan summary is displayed by default. If the user is not in the owning organization for the default plan specified in the plan preferences, the Planner Workbench opens with the usual plans view.
A new region on the Other tab of the plan preferences is called Plan Summary. It holds the specifications for the plan summary screen including the planner name field (used for the counts in the plan summary section).
Automate opening the plan summary:
Set Plan Preferences >Default Tab = Plan Summary
Set Plan Preferences >Default Plan = <plan name>
Open Planner Workbench and the plan summary automatically opens for the default plan
Plan summary data can be filtered for each planner:
Set Plan Preferences > Plan Summary: Select a planner
Plan Summary only displays data for the selected planner specified in the user's plan preferences
The Summary region displays pre-seeded exceptions and recommendations
The seeded exception messages alert you to:
Material Shortages
Late Sales Orders
Under Utilized Trips
Click Details to open the exception details.
Recommendations alert you to:
Trips Ready for Release
Purchases Ready for Release
Click Details to open the recommendation details and click Release to release all trips or purchases.
Plan summary counts are planner specific if planner is specified in the plan preferences.
KPIs
The KPI region displays four comparison statistics. They are recalculated each time that the plan is run
Inventory Turns: Calculated in the same way as Oracle Advanced Supply Chain Planning
Vehicle Utilization: Displayed as a percent. Vehicle utilization = Average (All trip utilizations for the plan). Each trip utilization is included if Ship Method = Truckload and Weight Capacity Limit is not null. Each Trip utilization = Trip weight / Trip weight total capacity.
Fill Rate: Same as on time delivery: [(Total number of orders - Number of late orders) * 100) / Total number of orders]. We do not show service level which is computed in Oracle Advanced Supply Chain Planning as (Demand quantity satisfied by due date / Demand quantity) * 100. In the distribution market, the number of sales orders completed on time is more interesting than the quantity satisfied by due date.
Supply Chain Costs: We only support total cost in the display and do not display the components of the cost breakdown. It is calculated the same as Oracle Advanced Supply Chain Planning.
Users can also open the key indicators window from the planner workbench tree.
Set the targets for the four key indicators in the plan preferences.
High Volume Processing
Some distribution planning workbench windows are not available for plans run with high volume processing. In these plans, allocation details are not updated for the final plan output. They are:
From the Horizontal Plan window and the Allocation Plan, the Allocation Details view
From the Trips view, the Trip Allocation Details view
There can be variances between exception messages issued by high volume and standard distribution plans because the supply and demand pictures may be slightly different. In standard distribution plans, the planning engine performs the netting and allocation and the load consolidation together; in high volume distribution plans, it performs them separately.
For general information about exception messages, see Overview of Exception Messages. The list of exception messages there summarizes the exception messages for the supply chain planning types (master production plan, master production schedule, and material requirements plan). Distribution planning shares some of these exception messages and it has some unique exception messages. The topics that describe the distribution planning exception groups explain the exception messages issued by distribution plans.
Viewing Exceptions
You view distribution planning exception messages in the same way as one views supply chain plan exception messages. However, for distribution plans, you use the Distribution Plan Workbench rather than the Planner Workbench to access them. For general information about how to view exception messages, see Viewing Exceptions.
Personal Queries
Most Important Exceptions uses a personal query.
Set the personal query used in the Plan Preferences > Other > Most Important Exceptions Personal Query.
Right click from most important exceptions to navigate to exception details, supply, demand, trips, and so on.
Personal Queries enables users to:
Create a custom name for each exception
Include recommendations and reschedules, and sales order changes
Use the same exception multiple times (for example, late sales orders for X, and late sales orders for Y)
Leverage enhanced inventory level exceptions filter criteria: Percent above or below safety stock or target or maximum
It works as follows:
The custom name is displayed, not the exception name. The count is for the total number of exceptions and ignores any group by's defined for the personal query
The Edit Query button opens the personal query from.
The Details button opens the exception details for the highlighted row.
Right Clicks from any row include:
Exception Details: Shows the exceptions for the row highlighted
Supply, Demand, Supply and Demand, and On Hand: Shows all supply and demand without regard to the custom exception parameters.
Items: Shows all items
Trips: Shows the trips for a trip related exception.
The exceptions are sequenced in the window just as they appear in the personal query.
Related Exceptions
This table shows related distribution planning exceptions. After you review an exception message, you might consult related exception messages to gather more cause and effect information about a situation.
| Exception Group | Exception Message | Related Exceptions |
|---|---|---|
| Late Sales Orders and Forecasts | Late replenishment exceptions for sales orders / forecasts | Material constraint Order lead time constraint Order is firmed late Demand quantity is not satisfied |
| Late Sales Orders and Forecasts | Sales order / forecast at risk | Order causes supplier capacity overload Order with insufficient lead time |
| Material Capacity | Material constraint | Allocation constraint Order lead time constraint Item shipment consolidated to a later date |
| Supply Exceptions for Late Sales Orders and Forecasts | Allocation constraint | Allocation bucket details |
| Shortage and Excess | Items with a shortage | Material constraint Allocation constraint |
| Shortage and Excess | Items below safety stock | Material constraint Allocation constraint |
| Shortage and Excess | Items below target | Material constraint Allocation constraint Item shipment consolidated to a later date |
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
The purpose of this exception is to indicate that a certain end demand is at risk. The reasons for this risk are investigated by going to the various related exceptions.
This exception is only generated when the sales order is in the same organization that sources from a supplier. The exception can occur when Enforce Purchasing Lead times or Enforce Supplier Capacity is not checked in the plan options.
Note: The planner can keep the Enforce Supplier Capacity or Purchasing Lead-times constraint disabled, or the planning engine can disable these constraints if the demand pegged to a sales order is late.
This exception will be calculated by obtaining a unique list of demands from the list of end demands that are pegged to:
Supply orders that cause Supplier Capacity Overload: This exception message appears when the scheduled supplier capacity in a planning time bucket is overloaded
Supply order with insufficient lead time: This exception message appears when the scheduled supply order violates purchasing lead time
The following exception messages are in the Late Sales Orders and Forecasts exception group that you can use for collecting further information about the sales order or forecast at risk:
Sales Order / Forecast at Risk due to Material Shortage
Order causes Supplier Capacity Overload
Order with Insufficient Lead-time
Information Displayed
The information displayed for this exception message all refers to the demand line and is:
Order Number: The Order Number for the Sales Order
Item: The name of the end item
Category: The category where the end item exists
Org: The organization for the end item
End Item Description
Order Type
Demand Date
Planned Arrival Date
Product Family
Order Quantity
Customer
Customer Site
Demand Class
Planner: The planner name
Planning Group
Priority
Resolution Suggestions
Check for more details from related exceptions in the Supply Problems for Late Sales Orders and Forecasts exception group.
Explanation
This exception message appears for past due sales order lines. A past due sales order line is a sales order line with a schedule date earlier than the plan horizon start date.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Past due sales orders" in Late Sales Orders and Forecasts Exception Group.
Explanation
This exception message appears for late forecast entries. A late forecast entry is a forecast entry with a date earlier than the plan horizon start date. The planning engine issues this message even if the forecast is totally consumed.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Past due forecast" in Late Sales Orders and Forecasts Exception Group.
Explanation
This exception message appears in a distribution plan when the planning engine detects that the supplies for a sales order line are due later than the sales order line due date. This exception is generated for external sales orders and is not generated for internal sales orders.
The demand satisfied date is the latest due date of the supplies pegged directly to an end demand. The planning engine issues this exception message against a sales order line when its demand satisfied date is later than its schedule date.
This exception usually occurs because of a material constraint or planning time fence. It often occurs in Enforce Purchasing Lead Time and Enforce Supplier Capacity constrained plans when the planning engine needs to move supply order due dates to honor supplier capacity or lead-time constraints.
For example, there is a sales order line on item A due 25 January for quantity 100 in organization D2 The supplies pegged to this sales order line are:
Supply 1: Quantity 50 and due date 23 January
Supply 2: Quantity 20 and due date 25 January
Supply 3: Quantity 30 and due date 27 January
Demand satisfied date is 27 January (from Supply 3).
Days late is 2.
Quantity satisfied by sales order line schedule date is 70 (from Supply 1 and Supply 2).
For more information on this exception message, see Late Sales Orders and Forecasts Exception Group.
Explanation
This exception message appears in a distribution plan when the planning engine detects that the supplies for a forecast are due later than the forecast due date.This exception is generated for external sales orders and is not generated for internal sales orders.
The demand satisfied date is the latest due date of the supplies pegged directly to an end demand. The planning engine issues this exception message against a sales order line when its demand satisfied date is later than its schedule date.
This exception usually occurs because of a material constraint or planning time fence. It often occurs in Enforce Purchasing Lead-Time and Enforce Supplier Capacity constrained plans when the planning engine needs to move supply order due dates to honor supplier capacity or lead-time constraints.
For example, there is a forecast entry e on item A due 25 January for quantity 100 in organization D2 The supplies pegged to this forecast entry are:
Supply 1: Quantity 50 and due date 23 January
Supply 2: Quantity 20 and due date 25 January
Supply 3: Quantity 30 and due date 27 January
Demand satisfied date is 27 January (from Supply 3).
Days late is 2.
Quantity satisfied by forecast schedule date is 70 (from Supply 1 and Supply 2).
For more information on this exception message, see Late Sales Orders and Forecasts Exception Group.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
The allocation constraint exception message appears for each allocation bucket and item when the destination organization is not allocated the full requested supply from the source organization or from the supplier.
The exception issued for each item, destination organization, allocation bucket and source organization or supplier / supplier site.
The planning engine does not issue this exception message if the plan was run with high volume processing.
Allocation constraints can occur for one or more of the following reasons:
Higher priority demands from other organizations acquired the supply available for an organization leaving a shortage for the organization's demands.
Multiple demands from several organizations of the same priority led to the application of a Fair Share Allocation Rule, leaving a shortage for a demand.
Rounding of demands from other organizations due to order modifiers led to additional allocations for other demands, leaving a shortage for a demand.
An insufficient supplier capacity compelled multiple organizations to allocate supplies across competing demands.
Information Displayed
Action
Exception
Source Org
Destination Org: Not populated if the allocation constraint is not for transferring demands.
Customer
Customer Site
Supplier
Supplier Site
Item: Item Number of the item for which the exception is generated.
Allocation bucket start date.
Allocation bucket end date.
Demand quantity: Total demand quantity from the destination organization for this bucket. Note that demand quantity in a bucket can include carried over demands that were not satisfied in prior buckets.
Allocated quantity: Total supply allocated to the destination organization for this bucket.
Total Demand quantity: Total demand quantity in this bucket from all demand sources. Again, this can include carried over demand from prior buckets.
Total Supply quantity: Total supply quantity from the source organization or the supplier in this bucket.
% of Total Supply Allocated: Allocated quantity / total supply quantity * 100%.
Fixed lot multiplier: The order modifier used for this item and destination organization.
Allocation Rule: Fair Share Allocation Rule Name.
Allocation Rule Type: Fair Share Allocation Rule Type.
Planner
Product Family
Item Category
Resolution Suggestions
To resolve this exception, navigate to the horizontal plan or the allocation plan to review all allocations made in a bucket and determine if allocations, demands or supplies should be adjusted.
Also, check for more information used by the distribution plan to make the allocation decisions in the Allocation Bucket Details window. To navigate to Allocation Bucket Details window, right click on the Allocation Constraint exception message and select Allocation Bucket Details.
Explanation
Allocation Bucket Details is not a true exception message, but an additional piece of information displayed about the allocation constraint exception. The allocation bucket details shows the information used by the distribution plan to make the allocation decisions.
You can also display the allocation bucket details information by right clicking within the horizontal plan or the allocation plan.
An allocation bucket results row is displayed for each demand priority, allocation bucket, source organization, destination organization, and Firm flag.
Note: The Firm flag indicates whether the demand is firm or is pegged directly to a firm supply in the destination organization. For example, if an internal transfer from Org1 to Org2 is firmed, then the demand created in Org1 from the internal transfer is referred to as a firm demand.
During allocation, firm demands are given higher priorities over other demands. Firm demands from the earliest bucket are given the highest priority. If the item is a component, then a row appears for each of the parent items also. However, in such a case the destination organization is null.
You can navigate to Supply Allocation Detail window by right clicking the Allocation Constraint exception message and selecting the Allocation Bucket Details option.
Information Displayed
Action
Exception
Source Org
Destination Org
Supplier
Supplier Site
Item
Demand Priority: Inventory rebalancing demands display as priority 0. All other demands display their original demand priority.
Firm Flag: Indicates that the demand is firm or is pegged to a firm supply in the destination organization.
Firm Demand Carry Forward Buckets: The number of allocation buckets that the firm demand is carried forward. If the firm demand is in the current bucket, then the bucket quantity is 0.
Allocation Bucket Start Date
Allocation Bucket End Date
Demand Quantity: Total demands for this priority and bucket for this destination organization.
Fixed Lot Multiplier: The order modifier used for this item and destination organization.
Actual Allocated Quantity: The actual quantity allocated to this destination org for this priority and allocation bucket.
Total Available to Allocate Quantity: The total quantity available to allocate to all demands for this priority and allocation bucket.
Total Supply: The total available supply in this bucket from this source organization.
Allocated Percentage: This value is calculated by the following formula:
(Actual Allocated Quantity / Total Available to Allocate Quantity *100)
Total Allocated Quantity to Higher Priorities: The supply quantity allocated to higher priority demands in this allocation bucket.
Total Demands for All Higher Priorities: Total demands before rounding for all higher demand priorities in this bucket.
Total Demands for this Priority: Total demands before rounding in this allocation bucket.
Planner
Product Family
Item Category
Explanation
An Item Shipment Consolidated to a Later Date exception message is generated when the supply quantity is available to ship on time but there is not a shipment available for the internal transfer. This can happen when supplies are pegged to target demands and when there is no less-than-truckload or parcel ship method.
Information Displayed
Action
Exception
Source Org
Destination Org
Item
Need by date: The date when the demand is due in the destination organization.
Available Date: The earliest date when the supply is available in the source organization.
Suggested Due date: The actual date when the supply is available in the destination organization.
Quantity: The allocation line quantity. Typically, this is the quantity that is required to meet the target inventory level demand.
Trip ID: The ID of the trip on which the allocation line is placed
Planner
Product Family
Item Category
Resolution Suggestions
If the supplies are pegged to safety stock or other higher priority demands, the planning engine consolidates the supplies to create an on-time shipment. However, in such a case, the shipment quantity can be less than the minimum shipment utilization target.
You can also consolidate trips manually to resolve this exception. For more information on consolidating trips manually, see "Consolidating Trips" in Manage Distribution Plan Overview.
Explanation
This exception message is generated for each sales order line that has some or all of the demand quantity canceled. Sales orders can be canceled if the profile option MSC: Cancel Outstanding Sales Order Quantities is set to Yes.
Note that the system does not generate a Late replenishments for sales order exception for sales orders that are canceled.
Information Displayed
Action
Release
Exception
Org
Customer
Customer Site
Requested Ship Date
Due Date
Latest Acceptable Date
Order Number
Ship Method
Item
Original Demand Quantity
Expired Demand Quantity
New Demand Quantity
% of Demand Expired: This percentage is calculated by using the following formula:
(Expired Demand/Original Demand) * 100
Planner
Product Family
Item Category
Resolution Suggestions
Distribution planning engine provides this exception as an FYI to the planner. Resolution may not be required for this exception.
Explanation
This exception is generated when a particular buy order causes the supplier capacity to be exceeded. This is detected and flagged at the time of scheduling the buy order.
When Enforce Supplier Capacity is not checked, buy orders are scheduled without regard to supplier capacity and this exception can occur relatively frequently.
When Enforce Supplier Capacity is checked, firm buy orders may cause supplier capacity to be overloaded. These orders are not rescheduled but the exception condition is detected and reported.
This exception is generated as a related exception to sales order/forecast at risk exception.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order causes supplier capacity overload" in Supply Problems for Late Sales Orders and Forecasts Exception Group.
This exception is generated when a demand gets satisfied later than the due date because of insufficient lead time.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order lead time constraint" in Supply Problems for Late Sales Orders and Forecasts Exception Group.
Note: Despite the similarities, the following fields are described differently in this exception message for distribution plans:
Required Start Time field is described as From Date: Required Start Time for make orders, the dock date for buy orders, and the ship date for transfer orders.
Required Completion Time field is described as To Date: Required Completion Time.
This exception message is generated for any order that gets scheduled when there is insufficient time from the plan start date or the planning time fence for the item lead time.
This exception will be generated if Enforce Purchasing Lead Time is not checked.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order with insufficient lead time" in Supply Problems for Late Sales Orders and Forecasts Exception Group.
This exception is generated when demand satisfied dates are pushed to the end of the planning horizon for the supply quantity pegged to this demand is less than the demand quantity (at some point within the supply chain pegging tree).
This exception is generated for every demand for which the supply quantity is insufficient
This exception is generated as a related exception for Late Replenishments for Sales Order/Forecast.
This exception is generated for any order in which one of the dates on the order is in violation of a valid calendar that governs that date. As part of the exception details we will provide the name of the calendar that is being violated as well as the usage of that calendar with respect to the order, for example, Shipping and Receiving. Note that only a single exception will be generated for each order, even if that order violates multiple calendars. The calendar violation field in the exception details will indicate the specific calendars that have been violated.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order violates a business calendar" in Supply Problems for Late Sales Orders and Forecasts Exception Group.
Note: For distribution plans, this exception message also displays the ID of the trip that the order is on.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
This exception message appears when, in a planning time bucket, the supplier required capacity is more than the supplier available capacity.
These exceptions are typically issued when Enforce Supplier Capacity is not checked. Purchase orders are scheduled without regard to supplier capacity and overloads can occur.
The overload Percentage is calculated using the following formula:
(Required Quantity/Cumulative Available Quantity) * 100
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Supplier capacity overloaded" in Material and Resource Capacity Exception Group.
Important: A new field is added to this exception for distribution plans called Maximum Overload Percentage. This field displays the maximum overload percentage for the exception time period.
Explanation
This exception message is generated whenever organization capacity, either weight or cube, is exceeded at the end of a day. The start and end dates indicate the time period during which either weight or cube organization capacity is overloaded. Generated once for every date range when the organization capacity is exceeded. The maximum overload quantity is calculated as the maximum amount of the overload during the date range.
The planning engine allows organization capacity to be exceeded and reports the occurrences. Note that the planning engine does not recalculate the exception during on-line or batch replan. It is only calculated during a full plan launch. Also, shipments are not automatically rescheduled because organization capacity is exceeded.
Information Displayed
Action
Exception
organization
Start Date
End Date
Weight Over Load %: This percentage is calculated by the following formula for the date range between the start date and end date:
Maximum of (Actual Weight / Maximum Capacity Weight) * 100
Cube Over Load %: This percentage is calculated by the following formula for the date range between the start date and end date:
Maximum of (Actual Cube / Maximum Capacity Cube) * 100
Resolution Suggestions
Consider the following steps to resolve an Organization capacity violation exception message:
Navigate to the Trips window and review the deliveries by date:
Reschedule the Dock Dates for the trips in the plan at later dates.
Reschedule the Ship Dates for the trips in the plan at earlier dates.
Optionally firm the adjusted Trip.
Release the adjusted Trip.
Explanation
The exception is issued for each planning bucket when:
The inventory calculated by [constrained supplies - unconstrained demands] at the end of the bucket is less than the target inventory level. The value [constrained supplies - unconstrained demands] is referred to as Unconstrained Projected Available Balance.
If you did not define a target inventory for the organization, the system defines the safety stock level as the target inventory. Hence, the exception is issued when the Unconstrained Projected Available Balance goes below the safety stock level if the target inventory is not defined.
Constrained supplies:The planned supplies output supply schedule, constrained by material availability, based on the constraints you selected while defining the plan options, for example, supplier capacity or purchasing lead-time.
Unconstrained demands: Demand calculated during an unconstrained planning step. This does not specify the final constrained demands in each bucket.
In other words, the exception is issued if there is a supply shortage in a daily or weekly planning bucket, and if the plan tried to meet all unconstrained or actual demands.
Important: The bucketing is either at the daily or weekly level since these are the only two options allowed for planning buckets. In the daily planning buckets, the material shortage is reported by the minute as distribution planning really plans in minute increments. For weekly buckets, distribution planning uses 00:00:00 on the first day of the week bucket and 23:59:00 on the last day of the week.
The start of a material shortage occurs anytime the unconstrained projected available balance is less than the target inventory on the start date and the unconstrained projected available balance one minute prior is greater than the unconstrained projected available balance on the start date. That is, anytime the unconstrained projected available balance becomes worse a new material shortage is generated. In other words, for a single Material Shortage exception, the (unconstrained projected available balance - target inventory) on the start date is at its lowest value for the date range of the exception.
The end of the material shortage occurs in either of the following cases
If you start a new material shortage
The (unconstrained projected available balance - target inventory) becomes greater than zero
The quantity on the material shortage is the unconstrained projected available balance at the start of the material shortage.
Information Displayed
Organization: The organization with the material shortage
Item Planner
Supplier: If the material is purchased, then this field displays the supplier name.
Supplier Site
Target Qty: Displays the target inventory level on the start date of the exception (From Date). Note that this value cannot be used to compare the shortage amount if the target stock levels have changed during the date range of the exception.
Safety Stock Qty: Displays the Safety Stock Inventory level on the start date of the exception. Like target quantity, this value also cannot be used to compare the shortage amount if the safety stock levels have changed during the date range of the exception.
Unconstrained PAB: Displays the inventory calculated by [constrained supplies - unconstrained demands] on the start date of the exception.
From Date
To Date
Shortage: Displays the inventory calculated by [Target Inventory Level - Unconstrained PAB] on the start date of the exception.
Actual Duration (Hours): Displays the hours elapsed between the start date and the end date. The system calculates the hours by [End Date - Start Date].
Product Family
Item Category
Resolution Suggestions
Check the following related exceptions to determine the underlying cause of the material shortage in the current bucket for a specific item-organization combination:
Lead-time constraint: The related exception is Order Lead-time Constraint.
Supplier capacity constraint: The related exception is another Material Shortage with a specific supplier name.
Source organization constraint: The related exception is another Material Shortage for the same item with a different organization as the source organization. This indicates that the supply is constrained or short in the source organization. The system also issues an allocation constraint.
Kit component constraint: The related exception is another Material shortage with a different item, which is a component of the kitted item in the original material shortage. The user can now follow the related exceptions for the component to understand why it is in short supply.
Allocation constraint: The related exception is an allocation constraint exception.
Load consolidation constraint: The related exception is an item trip consolidated to a later date.
To summarize, check for the following related exceptions to resolve a Material shortage exception:
Material shortage for the
Same item in the source organization
Component item in the destination organization
Same item from a supplier
Allocation constraint, Demand quantity not satisfied, and Order lead-time constraint for the
Same item in the source organization
Component item in the destination organization
Item shipment consolidated to a later date
For same item in the source organization
Also consider:
Adjusting the planned inbound shipment quantity
Updating supply allocation rule
Firming the planned inbound shipments on a new date
Modifying the sourcing rules: For example, change sourcing percentage
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
Generated when both weight and cube for a trip is below the minimum weight and cube allowed for the particular ship method.
Note: The minimum weight and cube are defined by the plan options and ship method trip limits.
The planning engine generates an exception message for each trip with weight and cube below the minimum level.
Information Displayed
Action
Exception
Trip ID
Ship Method
Source Org
Destination Org
Plan Ship Date
Plan Dock Date
Weight Under Load %: Displays the percentage of weight by which the trip is under-loaded. Displays null if the trip is not under-loaded. The percentage is calculated by the following formula:
(1 - Actual Weight/Minimum Weight) * 100
Weight
Min Weight Allowed
Cube Under Load %: Displays the percentage of cube by which the trip is under-loaded. Displays null if the trip is not under-loaded. The percentage is calculated by the following formula:
(1 - Actual Cube/Minimum Cube) * 100
Cube
Min Cube Allowed
Pieces
Resolution Suggestions
To resolve this exception, consider the following steps:
Right click on the exception message in the Exception Details window, and select Trips.
In the Trips window review the trip and internal requisitions.
Adjust the Trip so that it respects the minimum weight and/or cube:
Add unassigned internal requisitions to the trip.
Release the updated trip.
Note: Optionally, accept the under utilization and firm and release the trip.
Explanation
Generated when either weight or cube for a trip is above either the maximum weight or cube allowed for the particular ship method.
Note: The maximum weight and cube are defined by the plan options and ship method trip limits.
The planning engine generates an exception message for each trip with weight and cube above the maximum level. Currently, over utilization of a trip can happen only in the case of firm internal sales orders with quantities that are above the trip maximum.
Information Displayed
Action
Exception
Trip ID
Ship Method
Source Org
Destination Org
Plan Ship Date
Plan Dock Date
Weight Over Load %: Displays the percentage of weight by which the trip is overloaded. Displays null if the trip is not overloaded. The percentage is calculated by the following formula:
(1 - Actual Weight/Maximum Weight) * 100
Weight
Max Weight Allowed
Cube Over Load %: Displays the percentage of cube by which the trip is overloaded. Displays null if the trip is not overloaded. The percentage is calculated by the following formula:
(1 - Actual Cube/Maximum Cube) * 100
Cube
Max Cube Allowed
Pieces
Resolution Suggestions
To resolve this exception, consider the following steps:
Right click on the exception message in the Exception Details window, and select Trips.
In the Trips window review the trip and internal requisitions.
Adjust the Trip so that it respects the maximum weight and/or cube:
Remove internal requisitions or reduce the quantity of internal requisitions on the trip
Release the updated trip.
Note: Optionally, accept the over utilization and firm and release the trip.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
Distribution planning shares the Items with a shortage exception message with ASCP. However, to distinguish this exception from a Material Shortage, Distribution Planning recognizes this exception message as Item with a Projected Stockout.
This exception message appears when projected available balance for a planning bucket is negative and is within the exception set Shortage Exceptions exception time period. Projected available balance is Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket.
The demands are most likely independent (because the planning engine pushes out dependent demand due dates). Due to lead time, intransit time, calendar, planning time fence, or supplier capacity constraints, the supply due dates are later than the end demand due date.
The characteristics of this exception message are same as those of supply chain plans, as Distribution Planning shares this exception message with ASCP. For more information on this exception message, see "Items with a shortage" in Shortages and Excess Exception Group.
Explanation
This exception message appears when projected available balance for a planning bucket is below the specified safety stock level for the planning bucket (but not below zero). Projected available balance is Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket.
The exception is not issued when the projected available balance is negative and the more severe exception Item with a Projected Stockout Exception is issued.
The planning engine does not consult the exception set for the item.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Items below safety stock" in Shortages and Excess Exception Group.
The following new fields are added to this exception for distribution plans:
Duration (Days): Displays the difference between the start date and the end date of the planning time bucket by [End Date - Start Date].
Maximum Qty: Displays the maximum quantity below safety stock.
The planning engine generates this message when projected available balance for a bucket is greater than the exception set Excess Quantity value for the item and within the exception set Excess Exceptions exception time period. Projected available balance is calculated by the following formula:
[Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket]
Note that items with excess inventory are not generated for items with items above target exceptions or maximum inventory level exceptions.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Items with excess inventory" in Shortages and Excess Exception Group.
Important: The following new fields are added to this exception for distribution plans:
Maximum Quantity: Displays the maximum excess quantity for the exception time period.
Maximum Cost: Displays the cost of the total quantity by [ Quantity * Item Cost]
Explanation
This exception message appears when projected available balance for a planning bucket is below the specified target inventory level for the planning bucket. Projected available balance is calculated by the following formula:
[Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket]
The planning engine does not consult the exception set for the item.
Note: The following exception messages are issued whenever the target quantity for an item changes and quantity is below target. However, the planning engine does not generate a new exception when this quantity (i.e. the quantity below target) is updated.
Supplier capacity overloaded
Items with a projected stockout
Items with excess inventory
Items below safety stock
Items below target inventory level
Items above target inventory level
Items above maximum inventory level
Material shortage
Note that all these exception messages have both From Date and To Date fields. The fields carry time stamps and the exceptions are issued from the date/time stamp that the exception is triggered and ends at the date/time stamp that the exception condition is resolved.
Information Displayed
Action
Exception
Org
Item
Start Date: The start date for the first planning time bucket
End Date: The start date for the last planning time bucket
Duration (Days): Displays the days elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Actual Duration (Hours): Displays the hours elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Maximum Qty: Displays the maximum quantity for the time period, and is calculated by the Maximum of [Target Inventory Level - Projected Available Balance].
Target Qty: Target Inventory Level on the start date.
Planner
Product Family
Item Category
Resolution Suggestions
Consider the following to resolve this exception:
Expediting supply orders
Transferring some inventory from another organization to the organization for which the exception is generated
Explanation
The planning engine generates this message when projected available balance for a planning bucket is greater than the target inventory level for the item. Projected available balance is calculated by the following formula:
[Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket]
Note that items above target are not generated for items with inventory levels above maximum.
Note: An exception message is issued whenever the target quantity changes and quantity is above target. However, a new exception is not issued when the quantity above target changes.
Information Displayed
Action
Exception
Org
Item
Start Date: The start date for the first planning time bucket
End Date: The end date for the last planning time bucket
Duration (Days): Displays the days elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Actual Duration (Hours): Displays the hours elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Maximum Qty: Displays the maximum quantity for the time period, and is calculated by the Maximum of [Projected Available Balance - Target Inventory Level].
Target Qty: Target Inventory Level on the start date.
Safety Stock Qty: Safety stock inventory level on the start date.
Planner
Product Family
Item Category
Resolution Suggestions
Consider the following to resolve this exception:
Cancelling unnecessary supply orders
Transferring the excess inventory to another organization
The planning engine generates this message when projected available balance for a bucket is greater than the maximum inventory level for the item. Projected available balance is calculated by the following formula:
[Previous bucket projected available balance + Sum of supply quantities with due date in this planning time bucket - Sum of demand quantities with due date in this planning time bucket]
Information Displayed
Action
Exception
Org
Item
Start Date: The start date for the first planning time bucket
End Date: The end date for the last planning time bucket
Duration (Days): Displays the days elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Actual Duration (Hours): Displays the hours elapsed between the start date and the end date, and is calculated by [End Date - Start Date].
Maximum Qty: Displays the maximum quantity for the time period, and is calculated by the Maximum of [Projected Available Balance - Maximum Inventory Level]
Maximum Inventory Level: Maximum Inventory Level on the start date
Planner
Product Family
Item Category
Resolution Suggestions
Consider the following to resolve this exception:
Cancelling unnecessary supply orders
Transferring the excess inventory to another organization
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
The exception is generated when ASCP recommends changes to the existing sales order line details. The exception will be generated each time there is a change in the following sales order line entities in ASCP.
This exception helps integrating the planning and Order management data flow whenever ASCP recommends changes to the existing orders.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Changes recommended for sales orders" in Reschedules Exception Group.
Explanation
This exception message appears when the planning engine suggests that you reschedule an existing supply order (scheduled receipt) to a later date to avoid carrying excess inventory. It occurs when the planning engine detects a non-firm existing supply order with a due date that is earlier than it suggests (suggested due date).
The planning engine does not issue this recommendation for firm existing supply orders.
The planning engine continues to plan lower bill of material levels as if you accept the suggestion.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Orders to be rescheduled out" in Reschedules Exception Group
Important: A new field is added to this exception for distribution plans called Demand Order Number. This field displays the order number of the internal sales order.
Explanation
This exception message appears when the planning engine suggests that you reschedule an existing supply order to an earlier date. It occurs when the planning engine detects a non-firm existing supply order with a due date that is later than it suggests (suggested order date).
The planning engine continues to plan lower bill of material levels as if you accept the suggestion.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Orders to be rescheduled in" in Reschedules Exception Group.
Important: A new field is added to this exception for distribution plans called Demand Order Number. This field displays the order number of the internal sales order.
Explanation
This exception message appears when the planning engine suggests that you cancel an existing supply order.
It occurs when the planning engine detects a non-firm existing supply order that you do not need to satisfy demand or safety stock requirements.
The planning engine continues to plan lower bill of material levels as if you accept the suggestion.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Orders to be cancelled" in Reschedules Exception Group.
Important: A new field is added to this exception for distribution plans called Demand Order Number. This field displays the order number of the internal sales order.
Explanation
This exception message appears when the planning engine detects supply orders and planned orders that have order (start) dates and due dates in the past (before the planning horizon start date).
For non-firmed supply orders, the planning engine also issues Orders to be rescheduled out exception message.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Past due orders" in Reschedules Exception Group
Explanation
This exception is generated when the planning engine encounters a firm order because of which planning is unable to schedule succeeding orders in time to meet the demand due date. This exception is generated when the order is firmed.
There will be one exception for every Firm Supply that is encountered that causes demand lateness
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order is firmed late" in Reschedules Exception Group.
Explanation
This exception is generated when the planning engine encounters a firm order because of which planning is unable to schedule preceding orders without causing lead time compressions on the upstream preceding orders.
There will be one exception for every Firm Supply that is encountered that causes upstream order lead time compression.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order is firmed early" in Reschedules Exception Group.
Explanation
This exception message is generated for each sales order line that is split during the order line allocation process. The planning engine generates this exception message only once for the original sales order line number. Sales order lines are only split if the appropriate plan option is checked.
Note: The planning engine also generates Late Replenishment for Sales Order exception message for the new sales order lines that are satisfied late.
Information Displayed
Action
Exception
Org
Item
Sales Order Number
Suggested Due Date: The original suggested due date of the sales order line
Original Qty: The original sales order line quantity
Qty on Time: The quantity that is delivered on time
Late Qty: The quantity of the late split sales order line. Displays the total of all lines that are late if there is more than one split from the original line.
Late Suggested Due Date: The date of the late split sales order line. Displays the latest date if more than one line is split from the original line.
% Quantity Satisfied on Time: Displays the percentage of quantity delivered on time by the following formula:
[Qty on Time / Original Qty] * 100
Planner
Product Family
Item Category
Note: Distribution planning engine provides this exception as an FYI to the planner. Resolution may not be required for this exception.
Explanation
Generated whenever the purchase order, internal sales order, or internal requisition quantity is reduced but is still greater than zero. If the order quantity is reduced to 0, that is considered a cancellation and a different reschedule recommendation is issued.
Information Displayed
Action
Release
Exception
Trip ID
Source Org
Destination Org
Ship Date
Due Date
Demand Order Number: Internal Sales Order Number
Order Number: Internal Requisition Number
Ship Method
Item
Old Quantity
New Quantity
Planner
Product Family
Item Category
Resolution Suggestions
Consider increasing the quantity of the purchase order, internal sales order, or the internal requisition.
Note: Distribution planning engine provides this exception as an FYI to the planner. Resolution may not be required for this exception.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
The exception message Planned order uses alternate BOM/routing in ASCP is renamed as Planned order uses alternate BOM in Distribution Planning.
This exception message appears when the planning engine:
Under the direction of a decision rule, assigns an alternate bill of material and routing to a planned order
Detects a firm a planned order with an alternate bill of material and routing
As Distribution Planning shares this exception message with ASCP, the characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Planned order uses alternate BOM/routing" in Substitutes and Alternates Used Exception Group.
Explanation
This exception message appears when the planning engine:
Under the direction of a decision rule, assigns a substitute component to a planned order.
Detects a firm a planned order with a substitute component.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Planned order uses substitute components" in Substitutes and Alternates Used Exception Group.
Explanation
This exception message appears when the planning engine:
Under the direction of a decision rule, assigns a planned order to an alternate facility
Detects a firm planned order with an alternate facility assigned
An alternate facility is an organization in the supply chain and is not a supplier site.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order sourced from alternate facility" in Substitutes and Alternates Used Exception Group.
Explanation
This exception message appears when the planning engine:
In a plan with decision rules enabled, under the direction of a decision rule, assigns a planned order to an alternate supplier (supplier with rank other than 1)
In any distribution plan, detects a firm planned order with an alternate supplier assigned
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Order sourced from alternate supplier" in Substitutes and Alternates Used Exception Group.
Explanation
This exception message appears when the planning engine plans to satisfy an end item demand using a supply order with a substitute item. The planning engine substitutes items when both of these are true:
The plan is under the direction of substitution rules
The plan option Decision Rules, End Item Substitution is selected
If the planning engine satisfies a demand with multiple planned orders, it issues an exception for each supply order with the substitute item.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Demand satisfied using end item substitution" in Substitutes and Alternates Used Exception Group.
Explanation
This exception is generated when the Distribution Planning engine selects an alternate ship method for a planned order or changes the ship method on an existing sales order, external purchase order, or planned order. The distribution plan can change the ship method on a sales order even if the decision rules are not enabled (MPP/MPS/MRP plans require decision rules enabled for this feature). The planning engine evaluates alternate ship methods for internal transfers and uses similar logic to evaluate ship methods for sales orders.
This exception is not used for internal sales orders, internal requisitions, or planned orders for internal shipments or internal arrivals.
For released orders, you will get an exception when the originally suggested ship method changes to a new ship method. For planned orders you will get an exception if system chooses an alternate ship method
Information Displayed
Action
Exception
Trip ID
Original Ship Method
New Ship Method
Source Org
Destination Org
Due Date
Old Intransit Time
New Intransit Time
Source Type: Internal Requisition
Order: Internal Requisition Number
Item
Quantity
Planner
Product Family
Item Category
Note: Distribution planning engine provides this exception as an FYI to the planner. Resolution may not be required for this exception.
Explanation
This exception is generated for every occurrence of the use of an alternate ship method or a change in ship method for internal sales orders / internal requisitions and planned shipments / planned arrivals. Note that decision rules do not have to be enabled for the distribution plan to select alternate ship methods for internal transfers.
Users can specify sourcing rules with multiple ship methods at Rank 2 and below for internal transfers. Distribution plans can select lower rank ship methods for organizations specified as Rank 1 sources. Users do not need to enable decision rules for this feature. However, if a new source is Rank 2, distribution plans will not select the new source unless decision rules are enabled and alternate sources are selected.
As multiple ship methods can be listed in the sourcing rule for any rank, this exception is not generated unless the ship method selected is a lower rank than the source is originally listed.
Information Displayed
Action
Exception
Trip ID
Original Ship Method
New Ship Method
Source Org
Destination Org
Due Date
Old Intransit Time
New Intransit Time
Source Type: The source type is displayed as Internal Requisition
Order: Internal Requisition Number
Item
Quantity
Planner
Product Family Item Category
Explanation
This exception is generated if the planning engine selects a supply source that is defined as a inventory rebalance source of supply. Users can specify inventory rebalance sources on the sourcing rules and the planning engine can use them under certain conditions.
This exception is generated only for each of the internal requisitions sourced from an inventory rebalance source. The name of the inventory rebalancing rule is also displayed in the exception message.
Note: Inventory rebalance sources are used to transfer inventory to use up the surplus at another organization before sourcing through the usual channels.
Information Displayed
Action
Exception
Trip ID
Ship Method
Sourcing Rule
Source Org
Destination Org
Due Date
Source Type: Internal requisition
Order: Internal requisition number
Item
Quantity
Planner
Product Family
Item Category
Note: Distribution planning engine provides this exception as an FYI to the planner. Resolution may not be required for this exception.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Explanation
This exception message appears when the planning engine detects an item with negative beginning on-hand balance.
It usually occurs because of an incorrect inventory balance.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Items with negative starting on hand" in Item Exceptions Exception Group.
Explanation
This exception appears when the planning engine detects a potential expired lot. A potential expired lot is a lot that:
Has lot expiration date during the planning horizon
Is not pegged to a demand that results in its use before its lot expiration date
It occurs against items under lot control of Full Control. The calculation for lot expiration date is Lot Receipt Date + Shelf Life Days.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Items with expired lot" inItem Exceptions Exception Group.
Explanation
This exception message appears for days when the sourcing split percentages among rank 1 suppliers is violated. The planning engine issues the exception against suppliers whose sourcing percentage is not satisfied.
The actual sourcing percentage for a supplier is calculated as (Cumulative quantity sourced from supplier/Cumulative quantity sourced from rank 1 suppliers) * 100
The distribution planning can only violate the sourcing split when decision rules are enabled and alternate sources are selected.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Sourcing split percentage violated" in Item Exceptions Exception Group.
Explanation
This exception appears when the planning engine detects an item in an organization with no demand and no supply throughout the planning horizon. It usually occurs for:
Substitute components
Components on alternate bills of material
End item substitutes
Typically, these items do not have other sources of demand and the planning engine does not need to use them during the planning horizon.
If the item has no activity in multiple organizations, the planning engine issues this exception message for each organization.
Distribution Planning shares this exception message with ASCP. The characteristics of this exception message are same as those of supply chain plans. For more information on this exception message, see "Sourcing split percentage violated" in Item Exceptions Exception Group.
The following sections discuss the exceptions in this exception group and state their effects on distribution plans.
Distribution Planning shares the following exception message with ASCP. The characteristics of these exception messages are same as those of supply chain plans: For more information on this exception message, see Recommendations Exception Group.
Discrete jobs recommendations
Purchase requisitions recommendations
Explanation
For Trip recommendations exception message, the planning engine generates a summary level exception for new planned trips generated by the distribution plan with the complete internal requisitions information for all internal requisitions attached to the trip.
When you right-click in the Planners Workbench, a Horizontal Plan menu appears and preference set names are no longer displayed. The preference set selections for the Horizontal Plan are only available from a right clicking within the Horizontal Plan itself.
This table describes the right-click options:
| Option | Description |
|---|---|
| This Org | The Horizontal Plan is displayed for the organization based on the organization-item context of the right-click. |
| Ship From / To Orgs | The Horizontal Plan is displayed for several organizations based on the organization-item context of the right-click. Suppose the right-click is made from the context of Organization X Item A. The sourcing rules are checked, and for Organization Z Item A, every source organization and every destination organization is displayed. Organization Z is also displayed, as are inventory rebalance organizations. |
| All Orgs | The Horizontal Plan is displayed for all organizations, based on the item context of the right-click. Each individual organization is also displayed if you select Display Each Org in All Orgs View on the plan preferences setting for material plan. Otherwise, only the Summary section is displayed. After the All Orgs Horizontal Plan is displayed, you can right-click to toggle between showing only All Orgs and Display Each Org. |
| All Orgs (internal shipments not included) | The Horizontal Plan is displayed for all organizations, based on the item context of the right-click. Each individual organization is also displayed if you select Display Each Org in All Orgs View on the plan preferences setting for material plan. Otherwise, only the Summary section is displayed. After the All Orgs Horizontal Plan is displayed, you can right-click to toggle between showing only All Orgs and Display Each Org. |
| OrgList1, OrgList2, OrgList3 | OrgList1, OrgList2, OrgList3 refers to user-defined names for various organization selection lists, as defined on the Org Selection List form. When selected, the Horizontal Plan opens with each organization displayed in the sequence defined from the list. The Summary section at the top of the Horizontal Plan. |
At the top of the Horizontal Plan, the Summary displays totals for all organizations shown in the Horizontal Plan, if there is more than one organization displayed in the Horizontal Plan. The summary section is the totals for all organizations displayed.