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Auto-firming

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Auto-firming is the process of releasing a planned order and converting it into a purchase order, transfer order, or a production order. With Planning Optimization, planned orders can be firmed during a plan run when the date is within the time fence for firming.

Differences in firming an order between built-in master planning and Planning Optimization

With Planning Optimization:

• Auto-firming is based on the order date (start date).
• Because the order date (start date) triggers the firming, you don't have to consider the lead time as part of the firming time fence.
• If you want to firm all orders that must start during the current week, the firming time fence must be one week.

With built-in master planning:

• Auto-firming is based on the requirement date (end date).
• To help guarantee that orders are firmed in due time, the firming time fence must be longer than the lead time.
• If you want to firm all orders that must start during the current week, the firming time fence must be the lead time plus one week.

Set up the firming time fence

The firming time fence is calculated forward from the run date of the plan. It’s defined by the number of days that are entered.

The firming time fence is first defined by the coverage group in Master planning > Setup > Coverage > Coverage groups, on the Other FastTab in the Automatic firming time fence (days) field.

The number of days that are entered in the coverage group can be overridden by modifying the Item coverage in the item and then selecting Override time fences.

You can also override the individual or group coverage by going to the master plan, going to the Time fences in days FastTab, setting Firming to Yes, and then entering the time in days.

When a master plan is run that uses Planning Optimization, the auto-firming process is automatically enabled.

Watch the following video for a demonstration of how to use auto-firming on a planned order.

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