Creating a Supply Planning Definition and Schedule
The Supply Plan Definition feature enables planners to establish supply planning criteria. The plan definition provides the information that drives the supply planning process, such as planning horizon and planning scope. For example, you can run a single supply plan at multiple facilities at the same time. A supply plan definition provides a permanent holding place for your planning criteria and planning results.
A supply planning definition enables you to do the following:
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Define and save supply planning criteria, such as planning horizon, items, locations, and planning rules.
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Compare multiple supply plans.
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Refer to plan output for integration.
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Copy a plan and modify its criteria to use for a “what-if” analysis.
A supply plan offers the following benefits:
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Enables planner to create multiple plans:
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By product line
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For “what-if” analysis
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Provides control over items, locations, and associated demand sources for the plan.
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Enables planners to launch a supply plan for processing.
To create a supply plan definition:
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Go to Transactions > Supply Planning > Supply Plan Definitions > New.
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Enter a supply plan definition Name.
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To define how transfer orders work for the plan, select a Planning Rules Group.
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To define how far into the future are you want to plan, enter a Horizon (in Days). For example, 180 days.
Horizon start date and end date are calculated based on the current date and the horizon days when the planning process runs.
The planning process will only consider demand plans for a period that is within the horizon.
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To specify a set of items you want to plan together, select a Planning Items Group.
You can use a single group for multiple plans.
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Enter a supply plan definition Description.
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To enable pegging, check the Generate Pegging box.
Clear the box to disable pegging. This can reduce processing time.
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Click the Scope subtab.
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Select a Location.
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Select a Demand Source Type for the selected location .
For example, demand plans, sales orders, or sales orders and demand source plans.
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Optionally, check the Consume Forecast box.
Forecast consumption replaces forecasted demand with sales order demand. Each time you create a sales order line, you create demand. If the demand is already forecasted, the forecast demand must be reduced by the sales order quantity to avoid recounting the same demand.
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To clear your entries, click the Undo (
) icon.
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Click Save.
After you set up a new supply plan definition record, added rules, defined scope, and identified planned items, click Launch to launch the record.
The Supply Planning Event Log displays the latest supply planning results.
After the initialization process runs and you have identified your batches, the supply planning process is initiated.
To create a supply plan definition schedule:
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Go to Transactions > Supply Planning > Supply Plan Definitions > Schedule.
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Click New Supply Plan Schedule.
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Enter a supply plan definition schedule Name.
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Enter the Supply Plan Definition you want to create this schedule for.
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To select the next date you want to run this supply plan definition schedule, beside the Next Date field, click the calendar icon.
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Enter the Next Time you want to run this supply plan definition schedule.
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In the Recurrence Frequency field, set how often you want this supply plan definition schedule to run.
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If you selected a weekly or monthly recurrence frequency, in the Repeat Every field, select how often this supply plan definition schedule should run.
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If this schedule has an end date, beside the End Recurrence On field, click the calendar icon and then select an end recurrence date.
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If you do not want to make the supply plan definition schedule active right away, check the Inactive box.
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Click Save.