Planning Mode

Use

The planning mode controls how the system is to deal with procurement proposals (planned orders, purchase requisitions, scheduling agreement lines) from the last planning run, which are not yet firmed , in the next planning run.

Usually, the master plan is adjusted in the planning run to adapt it to either new dates or quantities. If a requirements quantity was increased, the system automatically adjusts the quantity of the corresponding procurement proposal. If changes are made in the BOM or material master, the planning mode controls whether or not these changes will have an effect in planning.

Features

The planning mode is set automatically in the planning file. However, you can overwrite it in the initial screen of each planning run.

Planning Mode in the Planning File

  • Planning Mode 1

Planning mode 1 is if you have only set the planning file entries ( net change planning indicator and net change planning horizon indicator ) in the planning file for a material (see Planning Run Type ).

In the planning run in planning mode 1 the system reactivates the existing planning data, that is, procurement proposals that are not firmed remain on the database and are only then adapted, if the dates and quantities do not suit the new planning situation. The system only re-explodes the BOM for adjusted procurement proposals. System performance is thus improved.

Example of changes that cause planning mode 1 to be set:

  • Changes in date and quantity

  • Requirement changes

  • Changes in the lot-sizing procedure or MRP type

  • Planning Mode 2

Planning mode 2 is if a material has planning file entries and the Re-explode BOM indicator is also set in the planning file.

In the planning run in planning mode 2, the system re-explodes the BOMs for all existing procurement proposals that are not firmed and also for those, for which the dates and quantities do not have to be adjusted.

Example of changes that cause planning mode 2 to be set:

  • Changes to the material BOM

  • Changes to the sales order BOM

  • Changes to the phantom assembly BOM

  • Changes to references assigned within BOM

  • Changes to material classification

  • Change of production version in material master or planned order

  • Change or conversion of BOM explosion number

  • Planning Mode 3

Planning mode 3 is if a material has planning file entries and the Reset order proposals indicator is also set in the planning file.

In planning mode 3 existing procurement proposals that are not firmed are completely deleted from the database and recreated. The system then re-explodes the BOMs.

Example of changes that cause planning mode 3 to be set:

  • In-house production time

  • Planned delivery time

  • Scheduling margin key

  • MRP controller

  • No Planning File Entry

The following types of changes do not cause a planning file entry:

  • Customizing , such as changes in purchasing department processing time in the plant parameters

  • MRP-relevant changes to the routing , such as change in the standard time

Planning Mode in Initial Screen of the Planning Run

The planning mode set in the planning file for a material can be overruled by the planning mode in the initial screen of the planning run. For more information, see Planning Mode in the Initial Screen .