Understanding Supply and Demand Inclusion Rules
To balance the parts inventory with the demand for parts that is created by maintenance work orders, you must set up supply and demand inclusion rules. You use supply and demand inclusion rules to specify the documents that create a supply for parts, such as purchase requests, and the documents that create a demand for parts, such as PM work orders, corrective work orders, and so on. In addition, you specify the statuses at which the various documents create supplies or demands.
This table provides information about programs that use supply and demand inclusion rules:
Program |
Usage |
|---|---|
Materials Requirements Planning (MRP) |
You can set up and apply different versions of the supply and demand inclusion rules, depending on the type of material plan that you run. For example, you can set up one version of the rules to apply to a long-range material plan and another version to apply to a short-range material plan. |
Capacity Requirements Planning (CRP) |
You can set up and apply different versions of the supply and demand inclusion rules, depending on the type of capacity plan you run. For example, you can set up one version of the rules to apply to a long-range capacity plan and another version to apply to a short-range capacity plan. |
Supply/Demand Inquiry |
Based on the version of the supply and demand inclusion rules you select, all of the documents that create a supply or demand for a particular part appear on Supply/Demand Inquiry. You can then access documents and make revisions to balance the supply with the demand. |
Resource Assignments |
You can set up and apply different versions of the supply and demand inclusion rules, depending on the work order and operation status. You can use the rules to display or exclude resource assignments from the availability and detail inquiries. For example, you can exclude the work order completed status since those assignments are no longer current. |
In JD Edwards EnterpriseOne Plant and Equipment Management, these document types create a supply for parts:
Purchase requests
Purchase orders
Blanket purchase orders
In JD Edwards EnterpriseOne Plant and Equipment Management, these document types create a demand for parts:
System-generated maintenance work orders, such as PM work orders.
Corrective maintenance work orders.
After you set up supply and demand inclusion rules, you can use the information that the system provides to balance the supply and demand for parts. For example, if demand is greater than supply at a given point, you can expedite purchase orders or postpone work orders.
When you review a version of the supply and demand inclusion rules, the system displays all of the document types and related statuses that are available. You select the document types and document statuses that you want to include in the version. Document types for which inclusion rules currently apply appear in a contrasting color. For review purposes, you can specify that the system only display document types for which inclusion rules currently apply.
Set processing options to include the work order document types that you have defined.