Supply plan process

You can create several supply plan versions, but only the base version (*BASE) is active and will affect the creation of purchase suggestions or the MRP. All other supply plan versions are simulations that can be used for testing purposes.

See Create the base supply plan version and Create a supply plan simulation for instructions.

The supply plan calculation is used to create the supply values for the items. The calculation is based on the IC forecast and it should be run every new SP period. Only items for which Supply plan is set to YES in the Item file will be included in the calculation.

See Calculate the supply plan values for instructions.

This is only relevant for the supply planning of manufactured items. It is very important to calculate the supply needs for the components and the material that are included in the item structures.

See Calculate lower level requirements from supply plan for instructions.

You can maintain the period details for the selected item/warehouse. For each period record, the suggested quantity for supply can be changed.

See Maintain the supply values for instructions.

The inventory calculation includes the calculation of the purchase control values for each item/warehouse combination in the selection. When you execute this routine you update the Forecast file with period forecasts, and the Item file with year forecast, economic order quantity (EOQ), reorder point (ROP), and safety stock (SST). The inventory calculation can only be run for the base supply plan version (*BASE).

See Run the IC calculation from the supply plan program for instructions.

You can use the supply plan in the following processes:

• Creation of manufacturing and purchase orders
  Use the Create order option on the Work with supply plan, Period details panel to create manufacturing or purchase orders for the base supply plan version. 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.
  See Create orders from a supply plan for instructions.
• Material requirements planning (MRP)
  Define an existing supply plan version (base version or simulation) in the Supply plan version field and set the Supply plan forecast field to YES when running the material requirements planning job. The MRP order proposals that are created will be based on the selected supply plan version. Only items for which Planning method is set to 2 (MRP) or 7 (MRP, Supply plan) in the Item file will be considered during the MRP calculation. For planning method 2, the supply quantities are retrieved (because no stock on hand is taken into consideration) and MRP proposals are created based on the supply plan quantities and the demand. The demand could be sales orders, manufacturing components and manual allocations. For planning method 7, the supply quantity is the net quantity (i.e. the supply quantity proposals are already calculated in the Supply plan. They are copied into the MRP proposal without any calculation performed in MRP).
  See Calculate material requirements planning (MRP).
• Creation of purchase suggestions
  Set Supply plan to YES on the Purchase suggestion creation panel to create purchase suggestions for the supply plan items. Only items for which Planning method is set to 1 (Purchase suggestion) or 6 (Purchase suggestion, Supply plan) in the Item file will be considered during the purchase suggestion creation. If Planning method is set to 1 in the Item/Warehouse file and Supply plan is set to YES in the Item/Inventory file and the Supply plan field is set to YES when Purchase suggestion creation program is run, the value from the Supply plan is retrieved instead of forecast/demand value from Forecast file. The value retrieved is used together with available stock and ROP (reorder point). If Planning method is set to 6 in the Item/Warehouse file and Supply plan is set to YES in the Item/Inventory file and the Supply plan field is set to YES when the Purchase suggestion creation program is run, the value retrieved from the Supply plan is not used together with available stock and ROP (reorder point). For both, purchase suggestions will be created within the number of supply plan periods specified in the No of SP periods field.
  See About working with purchase suggestions (DC1 Inventory Control) for more information.