Interactive Planning 

Purpose

You use interactive planning for products that are to be planned manually. Since the system does not create any receipt elements to cover these products, you must create the receipt elements interactively. You also use interactive planning to improve the results of automatic planning and to deal with any problems that may have arisen. You can manually change dates and quantities of orders in various PP/DS views. You can use the DS planning board to perform interactive sequence planning for the operations and orders.

Prerequisites

You have maintained all necessary master data and PP/DS settings.

Process Flow

  1. To review the results of automatic planning, access one of the following views:
  1. Check the planning results for any problems regarding order dates and quantities. They will appear on the planning screen or in the Alert Monitor. For more information, see Display of Alerts.
  2. If a product has a red alert icon regarding its quantity, there is a product shortage. This occurs with products that are planned manually. You solve this problem by creating an appropriate receipt to cover the requirement.
  3. If a product has a red alert icon regarding its date, there is a due-date violation, which means that the date of the receipt is after the requirements date or that no receipt exists at all. In this case, you either create a receipt to cover the requirement or you can change the date of an existing receipt.
  4. After you have manually created or changed orders, choose Product Heuristic in order to trigger planning for the product. The heuristic that is defined for the product in the product master is executed. If you do not wish the order to be changed, you can manually firm the order. You can also fix pegging relationships so that the assignment of a receipt element to a requirement element is not changed during planning.
  5. To have a detailed view of an order and the resources within it, access the DS planning board. Here you can reschedule orders and operations, and check the capacity of resources. For more information, see Scheduling with the DS Planning Board.
  6. After interactive planning, you can optimize the resource schedule.