Related topics
- Activate a sales and operation plan
- Create a sales and operation plan
- Sales and operation plan process
This document outlines the different process steps and the order in which these actions should be taken.
On this panel you can maintain the sales and operation plan header. The SOP header defines what groups of items should be included in the SOP, how the calculation of the inventory values should be made and how these values should be presented.
This panel can be accessed in add, change or copy mode. Depending on the mode, different fields are available on this panel.
- SOP
- Mandatory entry. The code that identifies the sales and operation plan.
- Description
- Mandatory entry. The description of the sales and operation plan.
- Period type
- Mandatory entry. The period type to be used in the sales and operation plan.
Note: This field may not be changed if the sales and operation plan is active or if period values have been created.
- Key value id
- Mandatory entry. The key value that is used for the sales and operation plan.
Note: The Department section value can only be used when DC1 Manufacturing is installed and activated in the company in which you are working. This field may not be changed if the sales and operation plan is active or if period values have been created.
- Unit
- The code indicates the unit in which the SOP figures should be presented.
Note: The Production hours (9) and SOP value (10) codes can only be used when DC1 Manufacturing is installed and activated in the company in which you are working. This field may not be changed if the sales and operation plan is active or if period values have been created.
- Service level method
- Mandatory entry. The code indicates if the service level method should be calculated using number of order lines or quantity. Note: This field may not be changed if statistics have been created for the sales and operation plan.
Code Description 1 Number of order lines in time 2 Quantity in time
- Service level dev
- The allowed number of deviation days between the requested delivery date and the actual delivery date. Note: This field may not be changed if statistics have been created for the sales and operation plan.
- From period
- The period from which the sales and operation plan should be active. Note: This field may not be changed if the sales and operation plan is active.
- To period
- The period until which the sales and operation plan should be active. If this field is left blank, the system will automatically enter 999999.
- Inv upper limit
- The highest allowed inventory value for this sales and operation plan. The inventory value, which is the result of the SOP calculation, is displayed in the Supply field on the Work with sales and operation plan, SOP values panel. A warning will be given if the calculated inventory value is higher than the defined upper limit.
- Inv lower limit
- The lowest allowed inventory value for this sales and operation plan. The inventory value, which is the result ofthe SOP calculation, is displayed in the Supply field on the Work with sales and operation plan, SOP values panel. A warning will be given if the calculated inventory value is lower than the defined lower limit.
- Inventory target
- The inventory target for this sales and operation plan. During the SOP calculation the inventory value, which is displayed in the Supply field on the Work with sales and operation plan, SOP values panel, will strive to come as close as possible to the defined inventory target value. The inventory target is displayed in the Inv plan field on that panel.
- Inv turnover rate
- The inventory turnover rate. If this field is completed, an inventory target value will be calculated automatically for each period. In the calculation of the inventory target, the period sales forecast is adjusted into year figures and divided with the defined turnover rate. During the SOP calculation the inventory value, which is displayed in the Supply field on the Work with sales and operation plan, SOP values panel, will strive to come as close as possible to the calculated inventory target value.
- Cover time
- The number of periods to be included in the cover time. If this field is completed, an inventory target value will be calculated automatically based on the sales forecast for the coming defined number of periods. For example, if this field is set to 2, the sales forecast for the next two subsequent periods will be used as an inventory target.
- Supply capacity
- The supply capacity for one SOP period. This must be entered in the same unit as defined for the SOP in Unit. A warning will be given if the inventory value, which is displayed in the Supply field on the Work with sales and operation plan, SOP values panel, exceeds this value.
- Lead time target
- The lead time target for the SOP key value.
- Service level target
- The service level target for the SOP key value.
- Active
- Indicates if the sales and operation plan is active. Active sales and operation plans can be used to update other parts of the system, such as the inventory forecast in DC1 Inventory Control. As long as the sales and operation plan has not been activated it can be used as a simulation. You can create as many inactive simulation versions as you wish in order to test your different planning options. Note: Several sales and operation plans can exist for the same key values, but only one can be active.
- Controlling
- Indicates if the sales and operation plan is controlling. Controlling sales and operation plans can be used for availability check during the sales order entry, if the Avail check SOP field is set to YES in the Item file for the item. If availability check is used, the system will check that the value in the Acc diff field on the SOP values panel is positive in relation to the order quantity. If not, the sales order will not be accepted.
Note: If this field is YES, the system checks this field in combination with the From/To period for all existing sales and operation plans to ensure that only one sales and operation plan is controlling at a time.
- Transfer to BIW
- Indicates if the SOP statistics should be transferred to the Statistics balance file (Business Information Warehouse).
- Last maintained
- The last date that the sales and operation plan was manually maintained.
- Activation date
- The date when the sales and operation plan was activated.