Setting Up Demand Priority Rules
To set up demand priority rules, use the Demand Prioritization component.
PeopleSoft Supply Planning enables you to define a set of rules to prioritize the distribution of demand when demand exceeds the available supply of inventory or capacity. The system uses these demand priority rules to determine the order in which you fulfill independent demand.
This topic provides an overview of demand priority rules and discusses how to set up demand priority rules.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PL_PRIO_DEMAND |
Set up demand priority rules based on the demand source. |
In PeopleSoft Supply Planning, you define the demand prioritization rules that are specific to a business unit that you model. The Load Planning Instance process uses the demand priority rules to generate the priority for a given independent demand. When the priority is established, the system passes the independent demands with different priority codes to the planning instance. A demand priority code can range from 1 to 999, with 1 being the most important. The priority value of 0 is reserved for the system. The planning solvers use the demand priority code to determine which independent demand to fulfill first so that higher priority demands are fulfilled before lower priority demands in situations in which enough available supply or capacity is not available to meet the various demands.
Note: Demand priorities are considered by the Feasible solver only. The Material solver does not consider demand priorities.
Use the Demand Priority Rules page (PL_PRIO_DEMAND) to set up demand priority rules based on the demand source.
Navigation:
Field or Control |
Description |
|---|---|
Priority Rank |
(Required) Define the priority to be assigned to each independent demand that satisfies a given priority rule. The lower the value that you select, the higher the priority. The highest value is 999, which is the lowest possible priority, and the lowest value is 1, which is the highest possible priority. A priority rank value of 0 is reserved for the system. |
The Demand Source represents the source of independent demand to which the prioritization rule applies.
Field or Control |
Description |
|---|---|
Buying Agreements |
A buying agreement is a schedule between you and the customer who is defining terms and conditions. Buying agreements enable you to define beginning dates, ending dates, and maximum amounts; specify the minimum dollar value per order placed, as well as the maximum and minimum line item ordering quantities for each line item; define certain shipping defaults for all sales orders, as well as all products and product groups to be included; define special pricing terms for a customer or customer group; generate sales orders automatically when customers know in advance when products are needed; create sales orders in situations in which shipment scheduling is unknown; and create rebates and penalties. |
Forecasts |
The total expected sales to all customers that you can maintain at the product, inventory-item, or planning-item level. At the planning-item level, sales are forecasted by families and exploded to inventory items through planning bills of material. |
Interunit Transfers |
Outbound transfers that represent independent demand in the planning model. |
Quotations |
An order management quotation is considered a demand and sent to PeopleSoft Supply Planning when the quotation success percentage is over the planning success percentage on the load planning instance run control. |
Sales Orders |
Represents a scheduled shipment on a line on a customer order from the order management system. |
Stock Requests |
Material stock requests that come from inventory but that are not transfers. A stock request might refer to an internal or external fulfillment. |
Field or Control |
Description |
|---|---|
Demand Priority Family |
(Optional) A planning priority family represents an item or a group of items that can be used as criteria for prioritization. You define demand priority families in PeopleSoft Inventory. |
Reservation Status |
(Optional) Select Reserved if the corresponding order has been reserved against available and projected quantity on-hand at the business unit and item level. Otherwise, select Unreserved. This field value is available only if you select Sales Orders, Inter-Unit Transfers, or Stock Requests in the Demand Source field. |
Customer Group |
(Optional) Select to identify as a customer allocation group, a group corresponding to one or more ship-to customers. This field is available only if you select Sales Orders, Quotations, or Buying Agreements in the Demand Source field. |
Priority |
(Optional) Enter an order priority value between 1 and 999. For a given priority rule, all sales orders with an order priority that is less than or equal to the value in this field are considered to match this parameter. For example, if you enter a value of 100 here, the system considers all sales orders with an order priority of 100 or less as matching this parameter. This field is available only if you select Sales Orders in the Demand Source field. |
Destination Unit |
(Optional) Select a value to prioritize demand for a specific destination business unit. This field is available only if you select Inter-Unit Transfers in the Demand Source field. |
Note: To create a priority rule, you must define a value for the Priority Rank field, and enter a value in at least one of the remaining fields on this page.