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Schedule Types and Subtypes

Planning Schedule

You can automatically or manually build Planning Schedules to communicate long-range forecast and material release information to suppliers. You can build Planning Schedules that include requirements for single or multiple ship-to organizations. You can also build Planning Schedules with buyer's authorizations to commit resources such as raw materials and labor.

Structure

The Planning Schedule is typically structured as follows:

You can control the bucketing of quantities with dates for each item on the Planning Schedule by defining the pattern of days offset from the forecast horizon start date.

You must define the number of available buckets and the duration of time associated with each bucket. Dates are then dynamically assigned in context of the forecast horizon start date when the Planning Schedule is generated.

You can define bucket patterns in a combination of up to 56:

Before you confirm a schedule, you can delete items, and edit and change item schedules if you have function security. After you confirm a schedule at the header level, you can print it and electronically transmit it as an 830 transaction if your supplier sites support EDI transactions. You cannot modify a schedule after you confirm it.

Shipping Schedule

You can automatically or manually build Shipping Schedules to communicate near-term release shipment information to suppliers. The Shipping Schedule provides a tool for refining the requirements conveyed on the Planning Schedule in support of Just-In-Time (JIT) delivery. Daily buckets are typically used instead of the weekly/monthly/quarterly buckets that are preferred for the Planning Schedule.

Before you confirm a schedule, you can delete items, and edit and change item schedules if you have function security. After you confirm a schedule at the header level, you can print it and electronically transmit it as an 862 transaction if your supplier sites support EDI transactions. You cannot modify a schedule after you confirm it.

Simulation Schedules

You can build Simulation schedules for personal use that can be saved or deleted when you exit the Scheduler's Workbench. Simulation schedules are unofficial schedules for personal use that contain the most current scheduled item information. You can optionally name or number saved Simulation schedules. Saved Simulation schedules can be deleted at any time. You can print Simulation schedules, but you cannot confirm or sent them via EDI.

Comparison: Schedule Types

Attribute Planning Schedule Shipping Schedule Simulation Schedule
Purpose Communicate long-range forecast requirements. Communicate near term "firm" requirements; generally with a Forecast Planning Schedule. View up-to-date item information.
      Play simulation games with alternate MRP/MPS/DRP plans.
      Manually build forecasts for negotiation activities.
Generation Frequency Weekly Daily On Demand
Planning Horizon 4-24 months 3-4 weeks Any
Bucket Pattern Weeks, Months, Quarters Days Any
Include multiple Ship-to Organizations Yes No Yes, if you are building a Planning Schedule.
Include Resource Authorizations Yes No No
EDI Transaction Set 830 862 None
Specify ASL attribute Generate Planning Schedules Generate Shipping Schedules None

Comparison: Schedule Subtypes

Schedule Type Subtype (Type) Description
Planning Forecast All Conveys all quantities as forecast information.
    Includes quantities taken from approved releases, approved requisitions, and unimplemented MRP/MPS/DRP planned orders.
    Can include Supply Agreement Releases.
    Shows past due requirements.
    Conveys firm requirements when used with the Shipping Schedule.
     
Planning Forecast Only Conveys forecast information only.
    Includes quantities taken from approved requisitions and unimplemented MRP/MPS/DRP planned orders.
    Does not include Supply Agreement Releases.
    Does not show past due requirements.
    Conveys firm requirements when used with the Shipping Schedule; however, do not use Forecast Only for organizations that have CUM-based forecasts.
     
Planning Material Release Conveys firm requirements taken from approved releases of Blanket Purchase Agreements that are identified as Supply Agreements.
    Conveys forecast quantities.
    Includes Authorizations for each supplier item, if specified.
    Shows past due requirements.
    May not require a business requirement for the Shipping Schedule.
     
Shipping Release Only Conveys firm quantities only.
    Derives requirements from approved Supply Agreement Releases.
    Shows past due requirements.
     
Shipping Release and Forecast Conveys firm quantities.
    Conveys forecast quantities.
    Shows past due requirements.

See Also

Reviewing Item Schedules

Viewing Authorizations

Building a New Schedule

Building a Simulation Schedule

Building a Revision Schedule

Locating/Reviewing Existing Schedules

Reviewing Schedule Headers and Items

Reviewing Bucketed Item Schedules

Rebuilding Schedules

Confirming Schedules

Scheduling Orders

EDI Transactions

MRP/MPS/DRP Plan Name Fields

Resource Authorizations


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