Production Planning Setup in Datatex - NOW

8/9/2019 Production Planning Setup in Datatex - NOW

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User Manual Datatex Production Planning Set upx

Document Designed by Muhammad Shoaib Asad Page 1

Rule

TemplateRule

Planning

Template

Production

Planning

Planning

Trace

Production Planning Set up Phases (Make to Order Scenario) for Knitted Garment Unit

Logic (Planning by Order)

When the system works by order the planning function selects all the record of VIEWProductionPlanning according to the selection

parameters input by the user in the initial parameter. This VIEW is built on customer order delivery with different join in order to

give as result:

(Customer order delivery quantityReplenishment requisition quantityProduction Demand quantityAllocation quantity)

The result is the not covered order quantity that can be planned. All the exploded levels by the planning are linked with the customer

order delivery using the links on the demand header. In Delivery selection is used the requested date. When planning finished the

explosion of a Delivery and the date has been shifted, set on it the Planned date with the lower date obtained by the explosion.

Process Flow


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Rule Template

Go to Menu ofRule Templateby any means, go directly that menu titles or type initial in Search bar press enter. Rule Template Collection

screen appear then press New following screen will show,

1. Give Code and Description in required fields2. Used for = Planning (by drop down)3. Select input entities = Product.4. Press Detail Manager button


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Following screen will appears


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1. following will perform here,i. Check Item type code line of Product entity label (Red highlighted)

a.

Enter its sequence = 10b. Attribute Type = Inputc. Out value = No Valued. Oper. (operation) = equals

ii. On entity label = Planning Rule Output set each line as (Yellow highlighted)a. Enter its sequence = 0b. Attribute Type = Outputc. Out value = Constantd. Oper. (operation) = No oper.

2. Press Submit, system will show the collection of Details setup.


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Rule

Now create Rule against that Rule Template created as follows

Go to Menu of Rule by any means, go directly that menu titles or type initial in Search bar press enter. The Rule collection screen

appear then press New following screen will show,

1. Give Code and Description in required fields2. Enter Rule template =PG1 thats was created before3. Press Data button for the rule definition entries, Rule Choose Keys screen will appears as;


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4. Enter the sequence number = 10 and check the box of Item type5. Press the + of same line. screen will as


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6. Press Rule definition


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7. Enter data as;

Contd . . . more left > > > > >


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Each field has it own importance which will discuss later in this document.

8. Press Validate button, and then Submitt.9. Planning Rule create, now to create Planning Template


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Planning Template

Now create Planning Template against that defined Rule for Planning created as follows

Go to Menu of Planning Template by any means, go directly that menu titles or type in itial in Search bar press enter. The Planning

Template collection screen appear then press New following screen will show,

1. Enter Code2. Enter Rule (Planning) =PG1 thats was created before (by lookup) 3. Enter Rule Policy (by lookup; only one)4. Planning by = Order (drop down)

a. In case of Re-order / safety stocks planning always choose Availability will discuss in discuss later in this document.5. Press Submit button. Created.


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Production Planning

Now create Production Planning (Planning Explosion) against that defined Planning Templates created and other parameter as follows

Go to Menu ofProduction Planning by any means, go directly that menu titles or type initial in Search bar following screen will show,

1. Enter Planning Template = (specification)2. Limited Date = (of sales order delivery date till which planning to be required)3. Periodized Calendar = M01

a. Limit date is used as final date during the order selection. (Will be taken in consideration only the delivery lines withrequested date


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b. 2 = No shiftForce : if during the planning one lower demand is earlier than today the order will be planned.c. 3 = Shift : if during the planning one lower demand is earlier than today the order date will be shifted until all the lower

levels will obtain a date greater than or equal to today.


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7. Sales Order Template = for which Sales order template planning to be run8. Sales Order Line Template = no specific use9. Customer = for which customer (order partner) planning to be run10.Projects, Logical Warehouse, Availability warehouse group no specific use.11.Item Type = Item type for which planning to be run

a. If user enters the item type system will shows the Sub-codes details. Where user can enter full or selective sub-codes (plscheck the box of sub-codes with out check in this case), and also can give range of product by check the Display final item

code.

12.Delivery; enter the sales order delivery line number; as detail shows in above screen shot.13.Press Submit; system will assign the number to this planning job.

14.To see the job status user can view it from menu called ABS Submitted Job collection as


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15.The important attribute here is Status in which the specific status are,a. On Queue; in Queueb. Executing, in process (working)


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c. Ended (finished / completed)d. Ended with info (finished / with error or info)e. In case if Ended with info status one can easily check the info / error by clicking the specific Job and press the Info

button.


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Production Planning Trace

To the Executed (Planning Exploded) against that defined Production Planning created as follows

Go to Menu ofProduction Planning Trace by any means, go directly that menu titles or type initial in Search bar following Collection

screen of all Planning exploded will show,


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Here user can identify its Job / Planning by different attribute like

User Description

Submitted Job and Creation date and Time

So after select the specific Planning Job,

Go Line for details of exploded line of each level from Sales order delivery to Requisition of Yarn, thats how picture looks like;


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Contd.. > > > >


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Now to confirm the level (or / and) sequence by click the ofConfirm / Delete button

As click on that button same screen (of line will have bit change like)


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(The detail functionality is discussed later in this document.), Press Submit to proceed the status and then go back and press Submit on

Header Page.Planning is done


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Important Points and Description specific Attribute

1. There major changing in new Planning Module, no Additional data on Product to enter. No need to enter Production demandtemplate code (now enter in Planning Rule) and replenishment requisition template code plus usual supplier enters in

Replenishment table in Product (only for the purchase product. Procedure as follows

a. Enter in to specific purchased product, go Function (drop down) select Replenishment


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b. System will the collection ofItem Replenishment press New button to create, and enter data in specific Tab like, Screenshot as shown

i. Base2 (Usual Supplier;Requisition Template) by lookup.ii. Lead times (Purchase Lead Time) in days for that specific product against supplier.

iii. Press Submit. Item Replenishment generated.


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2. Attribute in Planning Rulea. Item Type: item type of Product, enter Item type BOM Level wise for each of Rule definitionb. Commercial Lot: Minimum Order Qty to Planc. Commercial Lot Policy: Commercial Lot Qty based on which UoM Primary ; Secondary ; Packingd. Min Prod Lot: Minimum Production Lot Sizee. Optimal Prod Lot: Optimum Production Lot Sizef. Max Prod Lot: Maximum Production Lot Sizeg. Netting Policy: To check available and adjust Qty from Stock of assign whs or Available whs grp in to Production Demand

or Requisition. Netting by Qty ; No Netting ; Netting by Period (no use)

h. Periodized Calendar: which calendar to for period actions;i. Demand Policy: Production Demand Qty based on which UoM Primary ; Secondary ; Packingj. Availability Whs Group: set of Logical Warehouse in one.k. Operation: what operation required on Item Type option are No Explosion (no explosion required for further level);

Explosion (explosion required for further level) ; Purchase (Item type to be purchased)

l. Warehouse: (Planning Warehouse no not required if Availability Whs Grp enteredm. Internal Template: internal Document setting, not requiredn. Code: Production Demand Template Code.


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3. Status of Planning Trace All the options are applicable within a single customer order delivery line. Its not possible apply an action to a single reservation. If a Demand is selected, the same action will be applied to its reservations.a. None = no action (record not selected)b. Confirm/Delete = conf/del only the selected row


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c. Confirm/Delete sequence = conf/del the selected record and all the lower levels


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d. Confirm/Delete level = conf/del all the records at the same level of the selected one.


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e. Confirm/Delete level sequence = conf/del all the records at the same level of the selected one and all the lower levels.

Production Planning Setup in Datatex - NOW

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