Set Up Forecast Consumption for Transfer Orders
In Supply Chain Planning, you can use internal orders, also known as transfer orders, to track movement of product between locations.
Transfers and transfer demand can be modeled by including both the transfer from and the transfer to organizations in the plan. However, you can also choose to model transfer orders as independent demand during the forecasting and forecast consumption processes when you need to plan the source location but not the destination location.
When you create a demand plan or a supply and demand plan that includes transfer orders, the plan can only include the source organization. The forecasts will account for the supplies needed at the source organization. If you set up the plan with both source and destination organizations, then the planning process won't create a transfer forecast. Transfer orders between organizations in the same demand plan are excluded so that demand isn't counted twice. An organization forecast can include both sales orders and transfers orders.
The transfer order history is collected into Demand Management and Demand Management creates a forecast for the transfers. The transfer forecast will come into supply planning, and supply planning will also get transfer orders and consume, or reduce, the forecast appropriately.
The general setup for transfer order forecast consumption involves the following steps:
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On the Maintain Supply Network Model page:
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Associate the destination organization to the customer and customer site.
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If the customer and customer site is for interorganization transfers, then select the Use Customer and Customer Site for Interorganization Transfers check box.
Note: You must set up these parameters on the Supply Network Model page before you can collect historical transfer orders. -
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On the Collect Planning Data page, Parameters tab:
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Select your source system and then select Targeted for your collection type.
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On the Demand Planning Data subtab, select your shipments and bookings history measures in the History Measures and Attributes section.
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On the Demand Planning Data subtab, select the Collect historical transfer orders check box in the History Data Options section.
Selecting this check box results in the planning process including the transfer orders with the sales orders when you collect the historical data.
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In the Demand: Advanced Options dialog box, select the Include transfer orders check box to include transfer order history in the demand plan. Access the Demand: Advanced Options dialog box from the Plan Options page, Demand tab.
When you select the check box, then transfer order history is brought into demand planning, except when the transfer order history is between two organizations that are in the same demand plan.
Note: The Include transfer orders check box is available only for demand plans or demand and supply plans from a Demand Management, Planning Central, or a Demand and Supply Planning work area.
Consumption of Forecasts Based on Transfers by Planning Central and Supply Planning
Planning Central and Supply Planning don't collect historical data, but they can get historical data from Demand Management. First, you must select the demand plan or demand and supply plan in the Demand Schedules section on the Plan Options page, Supply tab, Organizations and Schedules subtab. Next, the forecast consumption process checks the demand schedule advanced plan option Include transfer orders. If you selected this check box for your demand plan, then transfer order demands consume the forecasts at the transfer from organization in the demand schedule.
When you feed a demand plan as a demand schedule to Planning Central, Planning Central gets a transfer forecast from the demand plan. For example, you feed a demand plan that includes a transfer forecast for ORG-X and the plan in Planning Central plans for ORG-A and ORG-B. Planning Central gets that transfer order forecast for ORG-X where it's transferring from ORG-A, and the Planning Central plan consumes it.