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?
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
Master Planning Home Page
Planning Optimization Preview – Getting Started