Build Plan View

Use the Build Plan view to analyze the end-to-end supply chain relationships that span end items, components, suppliers, and resources. You can identify inventory and capacity shortages, find the root causes, and modify your plan to resolve issues.

For example, you can select specific orders, firm dates and quantities, or select alternate resources and substitute components for those orders.

From the Build Plan table, you can:

• Analyze your plan by looking at all or a subset of subassemblies, resources, and components that relate to an end item.

• Direct your focus to only those components, resources, and measures that are important to your business.

• Track the supplies of the end item and its components that are pegged to a selected demand of the end item.

• Track the resource requirements that are pegged to a selected demand of the end item.

• View individual orders that make up an aggregate quantity.

• Edit measures such as Planned Orders or Manual Demands.

• Perform a bottom-up analysis by looking at end items that use a certain component.

• Perform a resource-centric analysis by looking at all or a subset of items produced on a resource.

The Build Plan view provides a time-phased summary of supply and demand for an end item as well as a selected list of components that are used to make the end item. It also provides a time-phased summary of resource availability and resource usage of a selected list of resources used to make the end item or one of its subassemblies or components.

You can easily spot exception conditions, such as inventory shortages or resource capacity overloads. You can then trace the pegging relationships between supplies and demands across supply chain levels to determine the root causes for these exceptions. And then you can take corrective action by adding capacity, increasing supply quantities, or expediting supplies.

When you're viewing your Build Plan, you can click buttons or drop-down lists for additional functionality.

• Configure Build Plan: Opens the Configure Build Plan dialog box where you can configure the list of items, resources, and suppliers to include in your Build Plan.

• Criteria: Select a criteria, manage existing criteria, or create a new criteria.

• Save: Save the current contents of the Build Plan into a named criteria.

• Layout: Select a layout or manage your existing layouts.

• Highlight Exceptions: Select an exception to highlight in your Build Plan. You set up the exception by doing the following:

  1. In your Build Plan, select View, Format Measures.

  2. In the Format Measures: Build Plan dialog box, select a measure and then select the Use Override Conditional Formatting check box.

  3. In the Conditional Formatting section, set up your condition.

  4. Next, in the Apply column, select whether you want the conditional formatting to be highlighted in your Build Plan table all the time or only when you select it from the Highlight Exceptions drop-down list: Always or When selected.

  5. If you selected When Selected in the Apply column, enter a name for your highlight exception, which appears in the Highlight Exceptions drop-down list.

• Show Details: Click to show the order details and make some edits. You can firm orders and also specify the work definition, source organization, shipping method, supplier, and supplier site at the order level in the Details section of the Build Plan.

• Highlight Related Cells: Select an option to highlight cells in the Build Plan table relative to the selected cell.

  Highlight Related Cells Action	Measures this Action Applies To	What this Action Does
  Dependent Demands	Any cell corresponding to a supply measure	The Total Demand cells that contain the dependent demands related to the selected supply cell are highlighted.
  Pegged End Demands	Any cell corresponding to a supply measure	The Net Forecast, Manual Demand, Sales Orders, or Total Demand cells that contain the end demands pegged to the selected supplies are highlighted.
  Pegged Supplies	Any cell corresponding to a demand measure	The supply measure cells corresponding to the supplies that end peg to the selected demand are highlighted.
  Pegged Upstream Supplies	Any cell corresponding to a supply measure	The supply measure cells corresponding to the upstream supplies that peg to the selected supply are highlighted. For example, if the selected supply is a subassembly supply, the component supplies are highlighted.
  Pegged Downstream Supplies	Any cell corresponding to a supply measure	The supply measure cells corresponding to the downstream supplies that peg to the selected supply are highlighted. For example if the selected supply is a component supply, the pegged subassembly and finished good supplies are highlighted.
  Substitute Components	Total Demand measure	The Projected Available Balance measure and the Total Supply measure of the substitute components in the time buckets up to and including the time bucket of the selected cell are highlighted.
  Alternate Resources	Resource Requirement measure	The Resource Availability measure for those alternate resources in time buckets up to and including the time bucket of the selected cell are highlighted.
  Related Output Supplies	Any cell corresponding to a supply measure	The other supplies that are related to the selected supply through a co-product or by-product relationship are highlighted.
  Remove Highlighting	N/A	This action removes any highlighting of related cells currently displayed in the Build Plan.

Note:

If you defined a value for the Number of Days to Calculate Pegging in the plan options, then the planning process highlights related cells for end demands within the pegging window and their associated pegged supplies for the following pegging options:

• Pegged End Demands

• Pegged Supplies

• Pegged Upstream Supplies

• Pegged Downstream Supplies

When you open Build Plan for the first time, you might see an empty plan layout. Configure the layout to show only the components, resources, and measures that you're interested in. Create a criteria to select an item, category, or resource, and create a layout to select your measures. You can also save your work in the form of saved criteria and layouts to use for a future planning cycle.

From the Supply Planning work area, you can navigate to the Build Plan for your plan from the following tables:

• Items

• Item Structures

• Supplies and Demands

• Material Plan

• Resources

• Resource Plan

• Resource Requirements