Tech Talk: Master Planning

2. Planning Considerations and Setup 3. Coverage Groups4. Coverage Settings5. Demo

Tech Talk: Master Planning

-50

-40

-30

-20

-10

0

1 2 3 4

Net requirement, calculated from known issues

Planning to fit the net-requirement

Master planning

◼ sales orders

◼ production lines

IssuesReceipts

◼ purchase orders

◼ productions

Gross requirementBasic setup

Master

Planning

Organization

Administration

Accounts

payable

Accounts

receivable

Product

information

management

Production

control

Inventory and

warehouse

management

Sales and

marketing

Regenerative

• Creates or adjusts the plan

• Considers or reconsiders each dependency between resources

• Includes the bills of materials (BOMs)

• Items on all levels

Net Change

• Obtains a picture of the affect of current changes

• Only immediate changes are considered

• Less time to process than running a regenerative plan

Static Plan

• The static plan does not change until master scheduling is run

• This plan frequently serves as an operating plan for company personnel

Dynamic Plan

• The dynamic plan updates every time that the master data changes

• Updates can occur, for example, when a new sales order is created

1. Master Planning Overview2. Planning Considerations and Setup 3. Coverage Groups4. Coverage Settings5. Demo

Tech Talk: Master Planning

• Overview of Plan Input and Output

• Preliminary Considerations

• Understanding the Overall Setup Process

• Master Planning Parameters Form

• Master Plans Form

• Operations and Job Scheduling

Use of forecast scheduling

• Should you use it?

• When will you run it?

Inventory levels

• What are appropriate inventory levels?

• What settings are important?

One or two master plan strategies

• Do we use one or two master plans?

Operations Scheduling

•

•

•

•

•

Job Scheduling

•

•

•

1. Master Planning Overview2. Planning Considerations and Setup 3. Coverage Groups4. Coverage Settings5. Demo

Tech Talk: Master Planning

• Different delivery times that apply to different items

• The importance of the item to the production process

• The monetary value of the item

• Whether requirements for bill of materials (BOMs) and route versions

are enabled

• Whether actions and calculated delays are desired

• How planned production orders are managed

Coverage

Explosion

Capacity

Action

message

Future

messages

Freeze

FirmingAutomatic firming of planned orders (production and purchase)

Existing planned orders within this time fence are not changed when new scheduling is run

Time fence within Delays are created to warn the user if orders will not be ready at the scheduled date

Time fence within messages are created that suggest actions for existing receipts (e.g. Advance, postpone) and therefore optimize stock

Capacity and Job scheduling of routes

Explosion of BOMs (concerning material and capacity)

Period where coverage shall be planned and calculated

Date

9.1.8.1.7.1.6.1.5.1.4.1.3.1.1.1. 2.1.

purchase

P2

New purchase 6.1. no action6.1.

Purchase P1 postpone6.1.

Purchase P2 advance9.1.

Purchase P1

Purchase P2

postpone

cancel

6.1.

9.1

Pos. / Neg. Planned coveragePeriod ActionOn hand date

0 1 212

Negativedays

Positivedays 34 3

2 / 2 4.1. - 8.1.

2 / 3 4.1. - 9.1.

4 / 2 2.1. - 8.1.

4 / 3 2.1. - 9.1.

purchase

P1

sales

days20 2515105

Salesorder

Itemarrival

Receipt

“net requ.”

Issue

Create purchase

Reorder Lead time

Purchase order

issue = 5 receipt = 5reorder = 5

Safety margins

purchase = 5

Lead time

Item on hand

Item ready to be sent

• Realize delays and plan a possible delivery date

• “Backward planning” and “Forward planning”

time

Sales

A1

Planned production time(to cover A1) - 4 days

Necessary date to

start production

Possible delivery date

time

Necessary

order date

Planned purchase time(Raw mat.) - 3 days

Planned production time(to cover A1) - 4 days

Planned purchase time(Raw mat.) - 3 days

delay

Possible

order date

Possible date to

start production

delay

Sales

A1

1. Master Planning Overview2. Planning Considerations and Setup 3. Coverage Groups4. Coverage Settings5. Demo

Tech Talk: Master Planning

• Coverage Settings Order of Precedence

• Item Coverage

• Minimum/Maximum Keys

• Item Coverage Setup

• Safety Stock Journal

Item Coverage

Form

Released

Products Form

Maser Planning

Parameters

Master Planning Home Page

Planning Optimization Preview – Getting Started