Work with supply plan, Period details (INVD07201)

Options

Create order	Select this option to create manufacturing or purchase orders. Purchase order lines will be added to existing purchase orders if the status of the purchase order is 10. Otherwise, a new purchase order will be created. Note: Only shown for the base version (*BASE).
Material clearance	Only shown if DC1 Manufacturing is installed and activated. Select this option to view the Material clearance enquiry.
Capacity clearance	Only shown if DC1 Manufacturing is installed and activated. Select this option to view the Capacity clearance enquiry.
SST calculation	Select this option for detailed information about safety stock calculation.

Function keys

Shift mode	Toggle between using options or maintaining the supply quantity for a record.
Work centre	Only shown if DC1 Manufacturing is installed and activated. View the work centre workload for the item.
Sales/Supply forecast	This function key is only applicable when the item/warehouse is defined with Supply profile or Supply adjustment. Access the Work with supply plan, Sales/Supply forecast panel to view the retrieved sales forecast and calculated supply forecasts that are in passed time but are a part of the stock for sales forecast.

Selection fields

Net on hand: Displays the net on hand in stock at the moment when the item was added to the supply plan.

Item

Safety stock: Displays the safety stock value that is retrieved from the Inventory management file or calculated if SP SST no of days is defined.

Warehouse

Unit: Displays the item unit, but can be changed.

Order qty: Displays the order quantity value that is retrieved from the Inventory management file or calculated if SP OQ no of days is defined.

Suppl from

Displays a code indicating if the item is supplied from another warehouse or from a supplier. The warehouse/supplier code and name is displayed.

Note: If DC1 Manufacturing is installed and activated, and if the Item type field is set to 1 (End item) or 2 (Subassembly) in the Item file, then this field displays the word Manufacturing.

Plan method: Displays the planning method for the item.

St date

This column displays the start date for the supply plan period. Start date 0 is the past due period. Period 1, which includes today’s date, is the current period. The length of the periods, which is flexible, is defined in the IC control file.

Note: This field is only used for purchased items. For manufactured items there is no time limit backwards in time for the calculation of requirements, demand etc.

Days

This column displays the number of working days for the period.

Note: If DC1 Manufacturing is installed and activated, and if the Item type field is set to 1 (End item) or 2 (Subassembly) in the Item file, then this field will be set to 999 for period 0.

Req qty: This column displays the requirement quantity. The value that is used is the greatest of either the forecast or the demand values.

Repl qty: This column displays the replenishment quantity, i.e. the inbound purchase or manufacturing orders to be received for the period.

Net qty: This column displays the net quantity (balance from previous period – requirement). If the item is defined with planning method 6 (Purchase sugg, supply plan) or 7 (MRP, supply plan) in the Item file, then the replenishment quantity will also be added to the net quantity.

Supply qty: This column displays the suggested supply quantity. This value can be changed if you click Shift mode.

Balance: This column displays the outgoing balance for the period (net quantity + supply quantity). This value will be the initial value for the next period.

L: This column denotes if the supply plan period is locked. If a period is locked, the supply quantity will not be recalculated if a new supply plan is calculated based on the IC forecast.

C: This column denotes if the supply quantity has been manually changed, or if the item has been manually added to the supply plan.

Acc requirements: This column displays the accumulated requirements from the warehouses that are supplied from the selected warehouse.

Demand: This column displays the quantity for open sales order lines for the selected period.

Forecast: This column displays the IC forecast for the selected period.

Work with supply plan, Period details (INVD07204)

Related topics

This panel displays the period details of the selected item.

Net on hand: Displays the net on hand in stock at the moment when the item was added to the supply plan.

Item

Safety stock: This field is only displayed if safety stock quantity has not been calculated on supply plan period level. Displays the safety stock value that is retrieved from the Inventory management file or calculated if SP SST no of days is defined.

Warehouse

Order qty: Displays the order quantity value that is retrieved from the Inventory management file or calculated if SP OQ no of days is defined.

Unit: Displays the item unit.

Suppl from

Displays a code indicating if the item is supplied from another warehouse or from a supplier. The warehouse/supplier code and name is displayed.

Note: If DC1 Manufacturing is installed and activated, and if the Item type field is set to 1 (End item) or 2 (Subassembly) in the Item file, then this field displays the word Manufacturing.

Distr level: Displays the distribution level of the warehouse. The distribution level is the classification indicating which level in the physical distribution network the warehouse resides, and from where the warehouse receives its items (i.e. other warehouse or external supplier). You can define as many distribution levels as you wish. Independent warehouses are set to level 1, warehouses supplied from an independent warehouse are set to level 2, etc.

Period: Displays the sequence number and date interval for the selected period.

Plan method: Displays the planning method for the item.

Acc requirements: Displays the accumulated requirements from the warehouses that are supplied from the selected warehouse.

Depend forec: Dependant forecast refers to requirements created from lower level calculation of supply plan. If IC forecast is updated based on supply plan, then this quantity will be regarded as dependent forecast. Note: If the item is defined with Planning method 6 or 7, then quantity is the same as requirement quantity. For all other planning methods, quantity is the same as supply quantity.

Indep forec: If IC forecast is updated based on supply plan this quantity will be regarded as independent forecast. Note: If the item is defined with Planning method 6 or 7, then quantity is the same as requirement quantity. For all other planning methods, quantity is the same as supply quantity.

Demand

Displays the quantity for open sales order lines for the selected period. Note: The dispatch date is used to allocate the correct supply plan period with the following exceptions depending on the sales order line status:

Status

Description

10-20

If the dispatch date is within the first supply plan period and is less than today’s date, then the quantity will be allocated to period 0 instead of the first period.

Total quantity on pick list for the item/warehouse will be allocated to period 1.

40-45

If the sales order line is backlogged, but the line is not yet created, then the backlogged quantity will be allocated according to the following rule:

A	If the dispatch date is less than today’s date, then backlogged quantity will be allocated to period 0.
B	If the dispatch date is greater or equal to today’s date, then backlogged quantity will be allocated to period 1.

Forecast: Displays the IC forecast for the selected period.

Requirements: Displays the accumulated requirement quantity plus the greatest of either the forecast or the demand values.

Safety stock: Displays the safety stock that is calculated on period level based on the requirement quantity for each supply plan period record.

Suppl period

Only shown if the item is defined with a distribution level that is higher than 1. Displays the period in which the supply quantity will appear as accumulated requirements on the supplying warehouse.

The supply period is calculated using the period’s start date, reduced with the item’s planning time:

internal lead time + administration time + transport time

Note: As a rule, there will only be a lead time adjustment if the planning time + constant ‘2’ is greater than the number of days for the supply plan period.

Initial balance: Displays the initial balance for this period. This value is equal to the outgoing balance for the previous period.

Requirements: Displays the requirement value that was calculated in the Requirements field above.

Replenishment: Displays the replenishment quantity, i.e. the inbound purchase or manufacturing orders to be received for the period.

Net: Displays the net quantity (initial balance – requirement). If the item is defined with planning method 6 (Purchase sugg, supply plan) or 7 (MRP, supply plan) in the Item file, then the replenishment quantity will also be added to the net quantity.

Supply: Displays the suggested quantity for supply, but can be changed. Note: If lower level requirements are calculated for the item, this field cannot be changed if the item/warehouse is defined with planning method 7 (MRP, supply plan).

Order number: Displays the purchase or manufacturing order number if an order has been created for the supply quantity.

Balance: Displays the outgoing balance for this period. This value is recalculated if the Supply field is changed.

Line number: Displays the purchase or manufacturing order line number if an order has been created for the supply quantity.

Included in MRP: Only shown if DC1 Manufacturing is installed and activated. Indicate if the period should be included in the Material requirement batch job (MRP). This field is automatically set to YES if the item is created based on the IC forecast or if the item has planning method 7 and the supply is based on lower level creation.

Locked: Indicate if the period should be locked. When you lock a period, the supply quantity will not be recalculated if a new supply plan is calculated based on the IC forecast. All other quantities, e.g. requirements and demand, will be recalculated even if the period is locked.

Work with supply plan, Purchase order creation (INVD07205)

Work with supply plan, SST calculation (INVD07206)

Code	Description
0	No suggestion
1	Purchase suggestion
2	MRP
3	Priority analysis
4	Shortage analysis, ROP
5	Shortage analysis, min/med/max
6	Purchase suggestion, supply plan
7	MRP, supply plan

Safety stock calculation

Acc contrib low lvl: Displays the total contribution from all the supplied warehouses. The quantity is the sum of contribution from all lower level warehouses in the warehouse structure.

Sqrt contrib low lvl: Displays the square root of quantity in the Acc contrib low lvl field.

SST IC: Displays the calculated safety stock level for the item. Any manually entered safety stock that is active, replaces the calculated quantity.

Total SST: Displays the sum of the Acc contrib low lvl, Sqrt contrib low lvl, and SST IC fields.

SST percentage: Displays a percentage indicating how much of the safety stock that should be stored in the current warehouse.

Safety stock: Displays the product of Total SST and SST Percentage.

Contribution to supplying warehouse

Total SST: Displays the sum of the Acc contrib low lvl, Sqrt contrib low lvl, and SST IC fields.

DRP SST%: Displays a percentage indicating how much of the safety stock that should be stored in the supplying warehouse.

Acc SST next lvl: Displays the contribution quantity that will be used when calculating Contribution whs. Calculated as product of Total SST and DRP SST%.

Contribution: Displays the contribution quantity that will be used when calculating safety stock for the supplying warehouse. Calculated as Acc SST next level exponential 2.