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 Scheduling in the Planning Table Locate this document in the navigation structure

Use

If you use the planning table in conjunction with capacity planning, the system carries out a lead time scheduling for the planned orders.

In scheduling, the system calculates the production start and finish dates of the orders. The finish date determines the period to which the production quantities are assigned in the planning table.

The system also calculates the dates of the planning operation (that is, the operation with the work center used for scheduling - usually the production line), which are then displayed separately.

Provided that capacity planning has been activated, the system carries out the scheduling automatically when you invoke the planning table.

Prerequisites

  • In Customizing for Repetitive Manufacturing, you have specified under Maintain Entry Parameters whether production dates or basic dates are to be relevant for display in the planning table and which scheduling strategy is to be used to carry out the scheduling. However, these settings can be changed and saved again on a user-specific basis on the initial screen of the planning table as well as within the planning table.

  • You have entered the line on which production is to be carried out in the production version. This production line must also be used in an operation in the routing. The system then uses the operation with the production line for scheduling.

    If you want to use a subordinate element of a production line (for example, a certain processing station) for planning, instead of the entire production line, you must create a line hierarchy for the production line .

    In the line hierarchy, you must then define a work center as a planning segment . If you do not define a planning segment, the system automatically uses the header of the line hierarchy as the planning segment. The work center defined as the planning segment must also be used in the routing. The operation with the planning segment is then used for scheduling.

    Caution Caution

    In order for the system to be able to carry out the scheduling in the planning table, on the initial screen of the planning table you must select either rate-based planning or detailed planning, depending on the setting made for the order type in Customizing.

    End of the caution.

Features

Determination of Production Dates/Basic Dates

In the planning table, either the production dates or the basic dates can be determined and displayed.

  • Basic dates

    To calculate the basic dates, the system uses the factory calendar.

    The basic finish date is the day on which the produced materials are available (without, however, taking the goods receipt processing time into account).

  • Production dates

    In determining the production dates, the system uses the factory calendar or the number of workdays defined at the work center and the shift program as the basis for calculation.

    The production finish date is the date on which production of the material is finished. The material is not necessarily available on this date, however, because it may be necessary to add a float after production to this date.

    The production dates are determined to the exact time. If you have defined a shift capacity, the times of the scheduling-relevant capacity are taken into account when the period of examination is subdivided into periods. That is, the system takes the beginning of the first shift and the end of the last shift into account.

    Example Example

    If a planned order finishes at 02.00 hrs on day X, but this time falls within the third shift of the previous day, the order is assigned to the previous day.

    End of the example.

    Example Example

    If you have accessed the planning table with production dates, you can switch to basic dates by choosing   View   Reference Dates   Basic Dates.  

    End of the example.
Scheduling Strategy

The following scheduling strategies are available:

  • Forward scheduling

    In forward scheduling, the system uses the beginning of the period in which the production quantity was entered as the start date. From this start date, the system calculates in a forward direction to determine the finish date. The system displays the order quantity on the production start date.

  • Backward scheduling

    In backward scheduling, the system uses the end of the period in which the production quantity was entered as the finish date. From this finish date, the system calculates in a backward direction to determine the start date.

  • Backward/forward scheduling

    In backward/forward scheduling, the system works in two steps:

    In the first step, the system uses the end of the period in which the production quantity was entered as the finish date. From this finish date, the system calculates in a backward direction to determine the start date.

    In the second step, the system uses the beginning of the period calculated in step one and then schedules forwards.

    Order processing commences at the beginning of the start period calculated by the system and ends in the period specified by the planner.

Changing the Planning Segment

Starting from the planning table, you can invoke the line hierarchy, where you can change the planning segment.

Activities

In determining the production dates, the system proceeds as follows:

  1. The system uses the production line as the basis for scheduling (if no line hierarchy has been created for the production line) or the planning segment (if there is a line hierarchy for the production line and a planning segment has been defined there).

  2. The system searches the routing for the operation with the production line or with the planning segment.

  3. The system calculates the capacity requirement using the standard values maintained in the operation and calculates the production start and finish dates according to the scheduling strategy chosen without taking the already existing capacity load into account.