Master Data Selection 

Use

Since Capable-to-Match planning (CTM planning) is always based on a supply chain model, but you do not always want to plan using all the master data of the model, you can use this function to exclude master data from planning. For example, you can use master data selection to limit CTM planning to a specific BOM level of your product.

Features

Define Master Data for the Selection

You can include or exclude the following master data of the specified supply chain model from the master data selection, according to certain criteria.

·        Location products

CTM planning can only create or delete orders for location products contained in the master data selection. If a planned order has a component for a location product that is not contained in the master data selection, the entire order is fixed for CTM. The system cannot delete this order unless you have set the Do not Check Order Details indicator on the Settings → Basic Settings tab page. In this case, CTM deletes the order even if some of its components are not contained in the master data selection.

·        Sources of supply for external procurement (transportation lanes)

If you exclude a transportation lane from planning, CTM can no longer create stock transfers between the corresponding locations. However, the system can delete existing stock transfers if the orders are not fixed. If you use the master data selection to exclude all transportation lanes for a location product with procurement type External Procurement (F), CTM creates a purchase requisition without a source location.

·        Sources of supply for in-house production

If you exclude a source of supply for in-house production from the planning, CTM cannot create any orders for this particular source of supply. However, the system can delete existing orders for this in-house production source of supply if the orders are not fixed. If you exclude all in-house production sources of supply for a location product with procurement type In-house production (E), CTM can only fulfill a demand by using existing supplies. If there are no supplies, CTM cannot cover the demand.

So that CTM planning can use a source of supply for in-house production, the location products of all components of the source of supply for in-house production must be contained in the master data selection.

Select All Dependent Master Data

You can also have the system select all master data required to cover a demand. If you enter a specific location product, transportation lane, or source of supply for in-house production, the system selects all location products, sources of supply for in-house production, and transportation lanes that are related to the master data object specified across all BOM levels. The system starts in the BOM in the item for the given location product, transportation lane, or source of supply for in-house production, and selects all the corresponding master data that is contained further down in the BOM.

The system does not perform a rule evaluation when selecting dependent master data.

You can start the selection of dependent master data manually or have the system start it automatically.

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·        Manual Selection

Start the selection of dependent master data directly when processing master data selection by choosing . You can check the selection there and then save it with the master data selection. The result of the selection is always a static master data selection (see below).

·        Automatic Selection

Set the Automatically Select Dependent Data indicator. If you use the master data selection in the CTM profile, the system waits to select the dependent master data until the data is needed (for example, during the CTM planning run or order selection).

For automatic selection, you can use the dynamic as well as the static selection (see below). While you process the master data selection, you can also check the result of the selection on the corresponding tab pages.

Static and Dynamic Selection

You can use static and dynamic selection to specify whether you want the system to save the master data or only the selection criteria.

·        Static Selection

The system saves the master data determined according to the selection criteria. If you then add further master data to the original supply chain model, this change does not have an automatic effect on any subsequent CTM planning.

In static master data selection, you can use selection criteria and selections, and can also copy master data to or remove it from your selection manually.

·        Dynamic Selection

For dynamic master data selection, enter the name of a selection. In each CTM planning run, the system collects the master data again on the basis of the selection criteria. This means that all changes to the original supply chain model have an effect on the selection of master data. This may cause CTM planning to report missing master data.

The system also displays inactive sources of supply for in-house production in the master data selection. However, CTM planning does not use these sources of supply for in-house production.

Master Data Check in the Master Data Selection

You can execute a Master Data Check in the master data selection independently of the CTM profile. However, if you want the system to execute the master data check using the settings from a CTM profile, enter the check profile or perform the master data check in the relevant CTM profile.

Activities

To create a master data selection, choose Edit → Master Data Selection in the CTM profile maintenance. Enter the selection criteria for CTM planning and save the master data selection with a name. You enter this name in the CTM profile on the Planning Scope tab page under Master Data Selection.

See also: Creating Master Data Selections

The master data selection that you enter in the CTM profile must use the same supply chain model as the CTM profile.