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 Defining the Planning Basis & Planning Result for a Horizon

Use

In the procedure package, in the Planning Basis field, you can define the planning basis and the planning result for each horizon according to the selected planning procedure. Here, you define:

  • Whether the system is only to use planned orders as the planning basis or whether it can also use uncovered requirements.

  • Which lot size is to be used (lot size 1 or cumulated per day/shift) for saving the planning results as planned orders.

Integration

In addition to the planning basis of the horizon there is also the planning basis of the individual procedure . The planning basis of the procedure determines whether the procedure is based on periods or sequences. This predefined planning basis is integrated with the planning basis in the horizon.

If the procedure is period-based, you can only choose the setting requirements-based per day or per shift as the planning basis for the horizon.

If the procedure is sequenced-based, you can only choose the setting order-based with lot size 1 or requirements-based with lot size 1 as the planning basis for the horizon.

See also: Rules for Creating a Procedure Package

Features

You have the following options:

  • Requirements-based, cumulated per day or shift:

    The system calculates the net requirements for the horizon. Here, the planned orders of the past consume the requirements (sales orders and planned independent requirements) starting in the past up to the end of the horizon. PP firmed (output firmed) orders are deleted.Then the system transfers the net requirements to the selected planning algorithms.

    It creates planned orders with a lot size greater than 1 as the planning result. The requirements are grouped per shift or per day. The planning run sets the start time of the planned orders to the start of the shift or to the beginning of the workday if you set cumulated per day. You use these settings in the long-term planning horizon for the percentage smoothing or the materials planning procedure if you do not yet want to determine an order sequence, for example.

    The PP firmed orders that were previously deleted are recreated whereby the planned quantity of the product which was firmed remains the same. If, for example, you deleted five PP firmed orders each with a planned quantity of 10 pieces of a product, the system creates new PP firmed orders for a total of 50 pieces.

  • Requirements-based with lot size 1:

    The system calculates the net requirements for the horizon. Here, the planned orders of the past consume the requirements (sales orders and planned independent requirements) starting in the past up to the end of the horizon. Then the system transfers these net requirements of the horizon to the selected planning algorithm.

    The planning result is the creation of planned orders with lot size 1 . All non-firmed planned orders with a lot size greater than 1 are deleted and are recreated as planned orders with lot size 1.

    All PP firmed orders are deleted. New PP firmed orders are created with lot size 1 whereby the planned quantity of products remains the same. If, for example, you deleted five PP firmed orders each with a planned quantity of 10 pieces of a product, the system creates 50 new PP firmed orders with lot size 1.

    You use this setting in the medium-term planning horizon.

  • Order-based with lot size 1:

    The system transfers all the planned orders in the horizon to the selected planning algorithm. If planned orders exist with a lot size greater than 1, it deletes them and creates new planned orders with lot size 1 .

    This is also valid for PP firmed orders with a lot size greater than 1. For these orders, the system also creates new orders with lot size 1 keeping the planned quantity of products the same. PP firmed orders with lot size 1 are not deleted.

    You can use this setting in the short-term planning horizon for the prioritized equal distribution or the genetic algorithm.

    Note Note

    You can only carry out a takt-based scheduling to determine the exact order sequence for planned orders with a lot size of 1. Therefore, you should choose planned orders with lot size 1 as the planning result for the prioritized equal distribution procedure or the genetic algorithm.

    End of the note.

  • If the order activity of the planning segment has been firmed for any order, this order is not considered, that is, these orders are neither deleted nor are they changed in planning. A function is available in sequencing for this type of firming.