Working with Item Balance and Supply and Demand Charts

To work with the item balance chart and the supply and demand chart:

  1. Access the Planning Console form.

    Form Name

    Form ID

    Navigation

    Planning Console

    W34X200A

    • Click the Item No. link in the Item Number field of the Item Summary grid in the Planning Summary program (P34X100).

    • DRP Daily Operations (G3411) or MRP Daily Operations (G3413).

      Select Planning Console (P34X200).

  2. On the Planning Console form, review the search criteria and define the beginning inventory on hand, as applicable.

    See Reviewing Search Criteria for Supply and Demand.

    See Defining Beginning Inventory On Hand.

  3. Click Find.

    The system displays the charts.

  4. Review the options, fields, and chart in the Supply/Demand Charts group.

  5. Select the Adjusted or Unadjusted option, as applicable, and review the Supply and Demand chart.

  6. Review the values in the following fields:

    Freeze Fence Date

    Displays a date that represents the number of days from the generation start date during which the system should not create or replan order messages. For example, if the generation start date is January 3, and the freeze time fence is three days, the planning system does not display messages with dates that are prior to or equal to January 6.

    Imbalances of supply and demand within the freeze fence are planned outside the freeze fence.

    The system calculates the freeze fence date by using the planning horizon start date and adding the number of days set up in the Freeze Fence field on the Plant Manufacturing tab of the Additional System Info form in the Item Branch program (P41026).

    If the item is a manufactured item with an M stocking type, then the system uses the shop floor calendar to calculate the date. For example, if the horizon start date is January 2 and the value in the Freeze Fence field is 10 days, then the freeze fence date is January 16.

    If the item is a purchased item with a P stocking type, then the system uses the regular calendar to calculate the date. For example, if the horizon start date is January 2 and the value in the Freeze Fence field is three days, then the freeze fence date is January 5.

    Planning Fence Date

    Displays a date that represents the number of days that the system uses with the time fence rule to determine how demand is used. Enter the number of days after the generation start date when the time fence rule changes from the first rule to the second rule. For example, if the time fence rule is S (customer demand before the time fence, forecast after the time fence), the generation start date is January 3, and the planning time fence is three days, then the system plans according to customer demand through January 6. Beginning on January 7, the system plans according to the forecast.

    The system calculates the planning fence date by using the horizon start date and adding the number of days set up in the Planning Fence field on the Plant Manufacturing tab of the Additional System Info form in the Item Branch program (P41026).

    If the item is a manufactured item with an M stocking type, then the system uses the shop floor calendar to calculate the planning fence date. For example, if the horizon start date is January 2, and the value in the Planning Fence field is 15 days, then the planning fence date is January 23.

    If the item is a purchased item with a P stocking type, then the system uses the regular calendar to calculate the planning fence date. For example, if the horizon start date is January 2 and the value in the Planning Fence field is 10 days, then the planning fence date is January 12.

  7. Review the Item Balance chart in the Supply/Demand Charts group.

    The system displays the Item Balance chart with the Supply and Demand chart.

    The Item Balance chart is a line chart that plots quantity on the y-axis versus date on the x-axis.

    The chart designates the beginning of the weekly planning horizon with one slash (/) and the beginning of the monthly planning horizon with two slashes (//).

  8. Select the Ending Available, Available to Promise, or Cumulative Available to Promise option, as applicable, and review the Item Balance chart.

  9. Review the Supply and Demand chart in the Supply/Demand Charts group.

    The double-bar chart plots quantity on the y-axis versus date on the x-axis. The system displays blue bars for supply and red bars for demand.

    The system renders the chart with every change in the Supply/Demand Details grid in the Supply/Demand Details group.

    The system takes the first character from the Freeze Fence Date and Planning Fence Date control fields to display in the chart after the date on the x axis of the Supply and Demand chart. If the date falls within the daily buckets, then the first character displays on the corresponding date. If the date falls in the weekly or monthly buckets, then the first character displays on the first bucket that the date corresponds to.

    If the value in the Freeze Fence field on the Plant Manufacturing tab of the Additional System Info form is zero (0), then the system does not calculate the date and the first character of the field name does not display on the form.

    If the value in the Planning Fence field on the Plant Manufacturing tab of the Additional System Info form is zero (0), then the system defaults the planning horizon start date to the planning fence date.

  10. Review the Item Balance and the Supply and Demand charts.

  11. Manage supply and demand, as applicable.

    See Managing Supply and Demand.