Considerations for Configuring Supply Plan Attributes

On the Plan Options page, Supply tab, General subtab, you can describe the generic attributes of a supply plan in the Supply Plan Attributes section, such as:

• Demand time fence control

• Planning time fence control

• Assignment set

• Overwrite firm planned orders

• Netting rule

• Date used to plan sales orders

Plan Start Date and Plan End Date are read-only fields. The planning process calculates the plan end date from the Plan Horizon Date that you define in the Scope tab. Plan End Date is the sum of Plan Start Date and Plan Horizon Date.

Demand Time Fence Control

When you enable this option, planning calculations ignore forecast demands before the demand time fence date and considers only sales order demand when calculating gross requirements. Demand time fence is the time duration within which the planning process doesn't consider forecast demand when calculating actual demand. The demand time fence start date is the current date and the end date is specified by users.

Planning Time Fence Control

Planning time fence is the time duration within which the planning process doesn't alter the plan. For planned items within the planning fence, the planning process doesn't reschedule in order due dates or create planned orders for the item to satisfy net demand requirements. This applies to all order types including make, buy, and transfers.

However, the planning process can reschedule out or cancel an order when it determines that such an order creates excess supply. For planned items outside the planning time fence, the planning process can generate suggestions to create, reschedule, or cancel supplies in the plan.

The planning process calculates a planning time fence date for each planned item. The date is calculated based on the values of the item attributes Planning Time Fence Type and Planning Time Fence Days. The date is calculated based on the working days in the Organization Manufacturing Calendar. For all planned orders, the suggested due date can't be earlier than the planning time fence date.

Assignment Set

Assignment set includes the sourcing rules (hierarchy) and bills of distribution (BOD) for material flow within the supply chain. If you have already created assignment sets, you can select the required assignment set from the drop-down list. You can create an assignment set in Manage Assignment Sets from the Tasks panel drawer.

Overwrite Firm Planned Orders

Use this option to determine whether firm planned orders are retained between plan runs. When you select All from the drop-down list, the planning process overwrites all entries, planned and firm planned, from the current material plan. When you select None from the drop-down list, the planning process doesn't overwrite any firm planned orders. However, it overwrites any suggested planned orders that isn't firm.

Netting Rule

This option is available when the project-specific supply planning is enabled for your enterprise. You use this option to associate an attribute-based netting rule to your supply plan.

You create and manage your project netting rules on the Manage Attribute-Based Netting Rules page. You can access the Manage Attribute-Based Netting Rules page from the Plan Inputs, Supply Planning, or Demand and Supply Planning work area.

When you associate a netting rule to your plan, the planning process nets and shares supplies at the project group, project, or project and task levels. Netting of supplies depends on the netting sequences that you define in your netting rule.

Date Used to Plan Sales Orders

The Date Used to Plan Sales Orders option enables you to plan customer orders by either the scheduled ship date or by the customer-requested ship date. This option is available for constrained and unconstrained supply plans and demand and supply plans.

Schedule ship date: The planning process plans supplies based on the sales order line scheduled ship date.

Requested ship date: The planning process plans supplies based on the request date on the sales order line and populates the suggested due date based on the following:

• If the order date type on a standard sales order line is Ship Date, then the planning process populates the Suggested Due Date the same as the Requested Ship Date.

• If the order date type on a standard sales order line is Arrival Date, then the planning process populates the Suggested Due date as the Requested Arrival Date after reducing the transit time from it and adjusting the date by the appropriate calendar.

• If the sales order is a drop ship sales order, the Suggested Due Date on the sales order line is the Scheduled Arrival Date. Drop ship purchase orders are aligned with schedule arrival dates, and planning by request date can cause unnecessary reschedules on drop ship purchase orders. Forecasts are still consumed based on the requested ship dates.

Note:

You must provide forecast dates that match your choice of the Date Used to Plan Sales Order plan option. For example, if you select Requested Ship Date in the plan option, then you must ensure that the forecast dates are in terms of the requested ship dates.