Generate outbound delivery schedules

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Once you have configured all the requirements that are necessary for an outbound delivery schedule, you are able to generate this. This is achieved through the use of a panel that has no selection criteria. This is why the configuration of the delivery schedule is so important, as it is these that determine where information is extracted from and how this is to be interpreted.

The system will calculate the demand for those item/warehouses that have been activated in several ways:

Firstly, demand will be retrieved from the MRP proposal if the Requirement calculation field in the Item file for manufacturing information is set to YES for the item in question.
If this is not the case, then the system will check if the item is a DRP item. In these instances, demand will be retrieved from the DRP calculation file.
If neither of the above fields are set to YES, calculations based on forecast, orders, etc., will be used in the same manner in which a regular purchase plan is determined.

What happens next?
Once these calculations have been done, the schedule is generated in three levels – the header, the file containing the details of the item, warehouse and order number and finally, the file containing the quantities and dates. As outlined in Create supplier/schedule profile combinations for outbound delivery schedules, the order number on certain dates may be changed for item/warehouse. Therefore, there will often be more than one file that is created for the 2nd level of the schedule.

What about warnings?
In some cases, warnings may be encountered by the system during the generation of the delivery schedules.

The first type of warning relates to a new demand occurring within the firm horizon. Firm horizon is calculated using the item’s lead-time, plus the value indicated in the No of days interval field. Therefore, the warning created will indicate that a new demand has occurred since the creation of the schedule prior to this one. The system will compensate for this and will update a warning flag on the header level of the schedule, as well as on the item/warehouse information level. The demand will then be updated and reflected on the first day outside the stipulated firm horizon.

The second type of warning will be where an existing purchase order line has been marked for re-scheduling in the MRP proposal.

Changes to purchase orders
For schedules of type 1 (net forecast) purchase order lines will automatically be created during the generation of the delivery schedule, for those orders that are within the order horizon on the schedule line. These order horizons are the sum of the planning time and the number of day’s interval that are stipulated for the delivery schedule.

If the demand for a particular date has changed, or is no longer there, the purchase order lines that were created for this will be either modified or deleted.

To generate an outbound delivery schedule, do as follows:

Select the Create outbound delivery schedules menu item.
Click OK to generate the delivery schedules, or select Interactive run. The delivery schedules will then be created in the manner in which you have configured them to do so.