Exclusion of Requirements and Stock Forwarding 

Use

During the planning of a product in the supersession chain, the product heuristic excludes specific requirements from the net requirements calculation and the procurement quantity calculation for the product from the very start, and forwards the requirements to the successor product. This depends on the relationship type to the successor and on the use-up strategy. To forward a requirement to a successor product, the product heuristic creates a product substitution order with a procurement quantity equal to the requirement quantity.

The product heuristic uses surplus stock and fixed receipts, depending on the relationship type and the use-up strategy. In the case of the relationship type fully interchangeable, the product heuristic can forward surplus stock and fixed receipts to the successor product. Stock and fixed receipts are regarded here as surplus if they are still available on the discontinuation date or thereafter.

Features

Relationship Type: Forward Interchangeable

In the case of this relationship type, the product heuristic excludes uncovered requirements for a product from the net requirements calculation and the procurement quantity calculation. Depending on the use-up strategy, these requirements lie after the discontinuation date or the use-up date of the product (see below).

The product heuristic performs a net requirements calculation for the remaining requirements. The product heuristic can also use surplus stock and fixed receipts of a product to cover requirements for the product that lie after the discontinuation date, if the use-up strategy allows this. However, the product heuristic cannot forward surplus stock and fixed receipts to the successor product.

The following sections contain graphics that give an explanation of the exclusion of requirements and the usage of stock in the various use-up strategies for the relationship type forward interchangeable. The upper part of a graphic shows the stock/requirements situation for product A, while the lower part shows the stock/requirements situation for product B. They are displayed in the form of a time series. The time axis is positioned horizontally. Vertical black lines indicate the planning time, the discontinuation time of product A and, depending on the use-up strategy, the use-up date of product A. Positive quantities (stock and receipts) are entered above, and negative quantities (requirements), below. To make sure that the requirements and stock are displayed more clearly, they are shown as wide boxes and not as vertical lines (corresponding to the requirements dates/times or availability dates/times). Blue arrows represent the consumption of the product stock by product requirements, while red arrows indicate the forwarding of requirements to the successor product. In the example, there are no fixed receipts but the system processes them in a similar way to surplus stock.

Use-Up Strategy: No Use-Up Allowed (Relationship Type: Forward Interchangeable)

The following graphic shows the situation when there is a substitution relationship of the type forward interchangeable between product A and the successor product B. The use-up strategy does not allow the surplus stock of product A to be used after the discontinuation date of product A.

 

 

The product heuristic excludes the requirements, which lie after the discontinuation date for product A, from the net requirements calculation and the procurement quantity calculation for product A. The product heuristic forwards these requirements by means of the product substitution order to the successor product B (red arrows).

In the net requirements calculation and in the procurement quantity calculation for product A, the product heuristic only takes account of the requirements until the discontinuation date of product A. The product heuristic can only have requirements that lie before the discontinuation date consume stock that exists at the planning time (blue arrow). The remaining stock represents scrap.

Use-Up Strategy: Use-Up Allowed Until the Use-Up Date (Relationship Type: Forward Interchangeable)

The following graphic shows the situation when there is a substitution relationship of the type forward interchangeable between product A and the successor product B. The use-up strategy allows surplus stock of product A to be used until the use-up date of product A.

 

 

The product heuristic excludes the requirements, which lie after the use-up date for product A, from the net requirements calculation and the procurement quantity calculation for product A. The product heuristic forwards these requirements by means of the product substitution order to the successor product B (red arrows). The product heuristic executes a net requirements calculation and a procurement quantity calculation for the requirements that lie before the use-up date. The product heuristic can only offset stock from product A with requirements that lie before the use-up date (blue arrows). The remaining stock represents scrap.

Use-Up Strategy: Use-Up Allowed Without Restriction (Relationship Type: Forward Interchangeable)

The following graphic shows the situation when there is a substitution relationship of the type forward interchangeable between product A and the successor product B. The use-up strategy does not restrict the usage of surplus stock of product A.

 

 

The product heuristic does not exclude any requirements from the net requirements calculation or the procurement quantity calculation for product A here. To cover requirements for product A, the product heuristic can use the stock of product A still available at the planning time without restriction (blue arrows).

Relationship Type: Fully Interchangeable

In the case of this relationship type, and depending on the use-up strategy, the product heuristic can also use surplus stock of a discontinued product for the successor product. For that reason, the product heuristic excludes all requirements from the net requirements calculation that lie after the discontinuation date of the product – irrespective of the use-up strategy – and forwards them to the successor product by means of the product substitution order. This means that the requirements for the product and for the successor product have equal access to the surplus product stock. The following sections contain graphics that give an explanation of the exclusion of requirements and the usage of stock in the various use-up strategies for the relationship type fully interchangeable.

Use-Up Strategy: Use-Up Allowed Until the Use-Up Date (Relationship Type: Fully Interchangeable)

The following graphic shows the situation when there is a substitution relationship of the type fully interchangeable between product A and the successor product B. The use-up strategy allows surplus stock of product A to be used until the use-up date of product A.

 

 

The product heuristic forwards the requirements for product A, which lie after the discontinuation date, to the successor product B using a product substitution order (red arrows). The product heuristic executes a net requirements calculation and a procurement quantity calculation for the requirements that lie before the use-up date. The product heuristic forwards surplus stock of the discontinued product A to the successor product B. The system uses this stock to cover the requirements for product B that lie before the use-up date in the net requirements calculation for product B (blue arrows). The requirements can be “original requirements” for product B, or requirements that have been forwarded to product B from product A. If the product heuristic uses surplus stock for product A for a requirement for product B (that has perhaps been forwarded from A), the system creates a product substitution order.

If the product heuristic forwards a requirement for product A that lies after the discontinuation date to product B, and if the product heuristic uses surplus stock of product A for this forwarded requirement when planning product B, there are two product substitution orders involved in covering the requirement for the discontinued product A:

·         A product substitution order for forwarding the requirement for product A to product B

·         A product substitution order for forwarding the surplus stock of product A to the requirement for product B

Use-Up Strategy: Use-Up Allowed Without Restriction (Relationship Type: Fully Interchangeable)

The following graphic shows the situation when there is a substitution relationship of the type fully interchangeable between product A and the successor product B. The use-up strategy does not restrict the usage of surplus stock of product A.

 

 

The product heuristic forwards the requirements for product A, which lie after the discontinuation date, to the successor product B by means of the product substitution order (red arrows). The product heuristic only performs a net requirements calculation for the requirements for product A that lie before the discontinuation date. The product heuristic forwards all surplus stock to the successor product B. The product heuristic for product B can use the surplus stock without time restrictions to cover the requirements that may have been forwarded from A to B (blue arrows).

Use-Up Strategy: No Use-Up Allowed (Relationship Type: Fully Interchangeable)

Since using up stock is not allowed here, this case is no different from the use-up strategy No Use-Up Allowed in the relationship type forward interchangeable (see above).

In the case of full interchangeability, only the following use-up strategies are permitted:

·         Use-up allowed until the use-up date

·         Use-up allowed without restriction