Calculate Plan - Plan. Wksh. Batch Job

Calculates a supply plan for items and stockkeeping units that have the Replenishment System field set to Purchase, Prod. Order, Assembly, or Transfer.

You can select one of the following calculation methods.

Option	Description
Calculate Regenerative Plan	Use this method to plan for all items, regardless of changes since the previous planning run. You calculate a regenerative plan when there are changes to master data or capacity, such as shop calendars, that affect all items and therefore the whole 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 can be changes to the BOM or routing, changes to planning parameters, or unplanned inventory differences. You calculate a net change plan to save time and system resources when the demand-supply pattern has not changed for all items since the last planning run.

The Calculate Plan batch job performs the following steps:

1. Investigates the demand and supply situation of the item and calculates the projected available balance. The balance is calculated as:

   Inventory + Scheduled Receipts + Planned Receipts –Gross Requirement

2. States net requirements for the item.

Creates an item replenishment plan to fulfill net requirements. The plan is presented in the planning worksheet as detailed order proposal lines that are accompanied by action messages that suggest specific user actions. The action message options are:

Action message	Description
New	Creates new supply orders.
Change Qty.	Changes quantity on existing supply orders
Reschedule	Reschedules existing supply orders.
Resched. & Chg.	Reschedules existing supply orders and changes the quantity of existing supply orders.
Cancel	Cancels excess supply orders.

You can accept the action message on the planning line and process it further. If you do not want to accept it, then you can also manually change or delete lines in the planning worksheet.

When you have approved a planning line for purchase, production, assembly, or transfer, you use the Carry Out Action Msg. - Plan. batch job to convert the line to a purchase order line, a production or assembly order, or a transfer order line.

Options

Calculate MPS: Specifies whether to calculate a master production schedule (MPS) based on independent demand. The results will appear in the planning worksheet, and you can change them. You can then calculate a materials requirement plan (MRP) to include dependent demand.

Calculate MRP: Specifies whether to calculate an MRP, which will calculate dependent demand that is based on the MPS. The MRP will include both independent and dependent demand. The results will appear in the planning worksheet, and you can change them.

Note

You can also perform a combined MPS and MRP calculation directly from the production forecast. While this would eliminate the step of calculating the MRP after, it would also eliminate the chance of changing the MPS. If you do not change the MPS, then the results of calculating an MPS and then calculating an MRP are the same as calculating a combined MPS and MRP. If you want to perform a combined MPS and MRP calculation, then you must first set this up in the Combined MPS/MRP Calculation field in the Manufacturing Setup window.

Starting Date: Specifies the date to use for any new orders. This date is used to evaluate inventory. If inventory is below the reorder point, then the replenishment order is scheduled forward from this date.

Only supply and demand events with due dates on or after the starting date are considered by the planning run. Any events with due dates before the planning starting date are consolidated into one emergency supply order for the item to arrive on the planning starting date. For more information, see Warning.

Ending Date: Specifies the date where the planning period ends. Demand is not included beyond this date.

Stop and Show First Error: Specifies whether to stop the planning run when it encounters an error. If the planning run stops, then a message is displayed with information about the first error. If an error exists, then only the successful planning lines that were made before the error was encountered are included in the planning worksheet.

If you do not select this field, then the Calculate Plan batch job continues until it has completed, and errors will not interrupt the batch job. If one or more errors exist, then a message is displayed after completion saying how many items are affected. The Planning Error Log window then opens to provide more details about the error and links to the affected item card or cards.

Use Forecast: Specifies a forecast that should be included as demand when running the planning batch job.

Exclude Forecast Before: Specifies how much of the selected forecast to include in the planning run by entering a date before which forecast demand is not included.

Respect Planning Parameters for Exception Warnings: By default, this field is not selected.

Supply on planning lines with warnings is normally not modified according to planning parameters. Instead, the planning system only suggests a supply to cover the exact demand quantity. However, you can set the planning run up to respect certain planning parameters for planning lines with certain warnings.

When this field is selected, then planning lines with Exception warnings respect the following planning parameters on the item or SKU card:

Parameter type	Reordering policy	Parameter
Reorder-Point Parameters	Fixed Reorder Qty.	Reorder Point
		Reorder Quantity
	Maximum Qty.	Reorder Point
		Maximum Inventory

In addition, the following order modifiers are respected:

• Minimum Order Quantity

• Maximum Order Quantity

• Order Multiple

If the field is not selected, then planning lines with Exception warnings are not modified, and only the exact demand quantity is suggested.

Note

In general, exceptional order proposals ensure that the projected available inventory is never lower than the safety stock level. This means that the proposed quantity is just enough to cover the safety stock, without considering planning parameters. However, in some scenarios, order modifiers will be considered.

Tip

For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.

See Also

Reference

Carry Out Action Msg. - Plan.

Other Resources

Planning Worksheet
Replenishment System
Action Message
Accept Action Message
Combined MPS/MRP Calculation
Planning Error Log
Minimum Order Quantity
Maximum Order Quantity
Order Multiple
About Forecasting Functionality
Design Details: Supply Planning