Planning Worksheet Window

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Calculates and adjusts an item replenishment plan. You can enter items in the worksheet in the following ways:

  • Enter the items manually in the worksheet and fill in the relevant fields.

  • Use the Calculate Plan batch job. This calculates a replenishment plan for items and stockkeeping units that have been set up with a requisition system of Purchase, Prod. Order, Transfer, or Assembly.

    Before you run the Calculate Plan batch job, you must select either of these two calculation methods:

    Method Description

    Calculate Regenerative Plan

    Use this method to plan for all items, irrespective of changes since the previous planning run.

    The reason to calculate a regenerative plan, as opposed to a net change plan, is that there are changes to master data or capacity, such as shop calendars, that affect all items and therefore the entire supply plan.

    Calculate Net Change Plan

    Use this method to only plan for items that had the following types of changes to their demand-supply pattern since the last planning run:

    • Change in demand for the item, such as forecast, sales, or component lines.

    • Change in the master data or in planned supply for the item. This could be changes to the BOM or routing, changes to planning parameters, or unplanned inventory discrepancies.

    The reason to calculate a net change plan, as opposed to a regenerative plan, is to save time and system resources when the demand-supply pattern has not changed for all items since the last planning run.

When you use this batch job, the program automatically fills in the Action Message field with a suggestion for an action you can take to replenish the item. This could be increasing the item quantity on an existing order or creating a new order, for example.

Planning worksheet lines contain detailed information about the items that need to be replenished and the corresponding order proposals that the program has made. You can edit and delete the lines to adjust your replenishment plan, and you can further process the lines by using the Carry Out Action Message batch job.

Warning

The planning system will try to consolidate supplies, for example by increasing existing purchase order lines to include new demand for the same item and vendor. If a purchase order line with a value in the Job No. field is increased by the planning system, then the combined purchase quantity will be posted as consumed by the related job and thereby cause erroneous job costing. You should therefore pay extra attention when posting purchase order lines that contain a job number. Alternatively, you can prevent the issue in the following ways:

  • Manually split the affected purchase order by creating a second purchase order line for the quantity that is not job-related.

  • Set affected items up with a reordering policy of Order, to ensure that the planning system always creates one supply per demand.

  • Set the Planning Flexibility field on purchase order lines to None, to specify that such supplies are newer modified by the planning system.

Warnings and Red Text

Any planning line that is created for an unusual situation will display a warning icon in the Warning field that you can click to read additional information.

On such lines, the Accept Action Message field is by default not checked because the lines require special attention before they can be accepted.

Apart from the different warnings, planning lines may include red text in two situations:

  • If a planning line suggests a starting time earlier than the work date, the value in the Starting Date-Time field is in red text.

  • If a planning line suggests to change a released purchase or production order, the value in Ref. Order No. field is in red text.

    For detailed information about functionality in the Planning Worksheet window, see Design Details: Supply Planning.

Tip

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See Also

Reference

Planning with/without Locations
Planning with Manual Transfer Orders
Warning

Other Resources

How to: Refresh Planning Demands
How to: View Item Availability in Planning Worksheets
How to: Calculate the Planning Worksheet (How to: Run MPS and MRP)
How to: Track Entries in Planning Lines
Action Message
Accept Action Message
Starting Date-Time
Ref. Order No.
Job No.