Defining Daily Plans

Access the Define Daily Plan form.

Recommended Start From and Recommended Start Through

Enter the date range for downloading sales orders. The system provides the planned start and end dates as default values, but you can override these default values.

Load All Orders

Click to load into the grid all the sales orders with the recommended start dates that are within the specified date range. The system calculates the recommended start date for each sales order by subtracting the lean flow leadtime from the recommended completion date. The system calculates the recommended completion date by subtracting the shipment preparation time from the promised ship date of the sales order.

Note: After you have loaded the sales orders to the grid, the system displays a text message next to the Sort By field that indicates how many new records have been added to the plan

See Understanding Data Import Programs.

If you set the processing options to include past-due sales orders and plans, this option loads them into the grid as well. A sales order is considered past due if the promised ship date of the sales order is before the current date. A plan is considered past due if the planned start date of the plan is after the current date. If a sales order is loaded into the grid that is already planned partially, the remaining, unplanned quantity on the sales order is combined with an existing plan if the recommended start date of the sales order matches the planned start date of the plan. If no match occurs, the system creates a new plan for the remaining sales order quantity.

When you load records to the grid, the system automatically saves them.

Load Selected Orders

Click to access the Select Orders form. This form displays all sales orders with recommended start dates that are within the specified planning date range. If you have set the processing options to include past due sales orders and past due plans, the form displays them as well. Pick the current and past-due sales orders, as well as past due plans that you want to plan.

Note: After you have loaded the sales orders into the grid, the system displays a text message that indicates how many new records were added to the plan.

Add Finished Goods Order

Select to access the Add Finished Good Order form. Use this form to create a plan without a sales order. You can use this option only to add a plan. You edit the plan on the Define Daily Plan form.

Planned Start Date

You can enter a planned start date and press the Tab key to move out of the field to calculate the load summary for the production line. If you select a line in the grid, the system overwrites any date that was previously entered with the planned start date of the selected row.

Demand at Capacity

Displays the total capacity of all the products that are planned to be manufactured each day on the line. This value is based on the volume for the mixed model family that you enter in the Volume Design and Product Synchronization program (PF30L201).

Daily Rate (Dr)

Displays the total planned quantity that is calculated for all the records with the planned start date displayed. You can compare this value with the daily capacity to determine the validity of the plan.

Difference

Displays the difference between the demand at capacity and the daily rate.

Percent Loaded

Displays the load percentage for the line. For example, if the calculated daily rate is greater than the demand at capacity, the line is overloaded by the difference between the two values. For example, if the demand at capacity is 100 and the daily rate is 120, the line is loaded at 120 percent.

Sort By

Sort the plans by planned start date, product number, or sales order.

Product Number

Indicates the end item from the sales order for which you create the plan.

Sequenced Quantity

Displays a quantity after you have sequenced the planned quantity.

Planned Quantity

Displays as the default value the open quantity of the sales order if you create the plan by using the Load All Orders option or the Load Selected Orders option. If you create a finished good order, the quantity from the finished good order becomes the planned quantity. You can override this quantity.

If you change the quantity to a value that is lower than the original quantity on a sales order, the system splits the line. For finished good orders, the line is not split. You can change the planned quantity to a value that is greater than the original quantity.

Unplanned Quantity

Displays the quantity that has not yet been planned.

Completed Quantity

Displays a value after you have completed a quantity against the plan.

Scrapped Quantity

Displays a value if scrap occurred during completions.

Recommended Start Date and Recommended Completion Date

Display the values from the sales order that you downloaded.

Planned Start Date and Planned Completion Date

Display as default values the recommended start and completion dates of the sales order. You can override them.

Plan Order Category

Indicates whether the plan is based on a sales order or a finished good order.

Priority Order (Y/N)

Designate the sales order as a high priority order.

Sales Order Priority

Appears by default from the sales order. You can override it in the context of the daily plan without affecting the setting in the Sales Order Master table.

Plan Status

Indicates whether the plan is open or closed. After you complete a quantity that is equal to or greater than the planned quantity, the system sets the plan status to closed. You can also manually close a plan. If no completion against the plan exists, the system sets the planned quantity to 0. If a completion quantity has been reported, you receive an error message if you attempt to close the plan.

Locked

Indicates whether a plan is available for editing. The plan may be locked because another planner is working with it or because the planned quantity is being completed.

Remove

Select a plan record, and click this button to remove the record from the grid.

Refresh Plan

Click to re-sort the grid based on the selected sort field. This option also recalculates the open quantity of the sales order if you change the planned quantity.

Print

Click to print the Daily Plan report (RF34S003) for all the plans with the selected line name, scenario name, and planned start date range.