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Use this form to create and manage master plans. For each plan, you can set parameters that define how the program calculates the master scheduling.

You can operate with several master plans in order to determine the consequences of different parameter setups. Set the default plan for master scheduling in the form.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View a list of the available master plans.

General tab

Set up the parameters for the selected master plan.

Set up time fences that are used in the master scheduling calculation. All item-dependent time fences that are set up for coverage groups can be overridden in individual situations.

Set up parameters that are used when master scheduling calculates futures messages.

Set up parameters that are used with action messages.

Set up safety margins that are used in the master scheduling calculation. If you specify safety margins, they will not override item-specific safety margins but will be added to them instead.

Buttons

Button

Description

View the forecast and master schedule statistics that have been run in the past by using the form.

Fields

Field

Description

Enter a unique identifier for the master plan. For example, the master plan that you use on a daily basis could be named Current, while other plans for simulation purposes could be called Sim 1, Sim 2, and so on.

Enter a brief description of the selected master plan.

Select this check box if you want the master scheduling calculation to include on-hand inventory levels of the item. If you do not, planned orders could be generated for items that may already be in stock.

Select this check box if you want the master scheduling calculation to include all expected transactions. These include sales and purchase orders, inventory journals, production orders that are not yet registered as physical receipts, and issues from inventory.

Select this check box to include sales quotation transactions in the master scheduling calculation.

Select this check box to include forecast requirements in the master scheduling calculation. View the tab on the form to see whether sales or purchase forecasts are included in forecast scheduling.

If you select the check box, you can select a probability percentage here. The master scheduling calculation includes all project or sales orders of the type Quotationthat have the same probability percentage or higher.

Select this check box to include requests for quotes. Transactions with the receipt status are included in the master scheduling calculation.

Select the scheduling method for planned production orders that are generated during master scheduling. Operations scheduling provides a rough schedule that does not require you to decide which specific work center carries out each operation. This method is also less demanding on system resources.

If you choose job scheduling, a planned production order is scheduled in detail, and the planned order will automatically be job-scheduled when it is firmed.

Enter a time period in days, starting from an order's requirement date and going backward, during which master scheduling searches to identify available capacity. If no available capacity is found by using this method, the scheduling proceeds forward from the order's requirement date.

If you select this check box, the scheduling of planned production orders takes into account capacity that has already been reserved. Note that planned production orders are backwards-scheduled from the requirement date. If capacity is not available, the requirement for component items is sought on an earlier date than what the optimal production sequence could carry out.

If the capacity can be changed as the requirement changes, when working with shifts, for example, you should not select this check box, because calculated processing times will be wrong.

Note Note

Scheduling takes into account capacity that is already reserved only if you selected the check box in the form.

Selecting this check box makes the field available to edit.


Enter a time period in days, starting from the current date, during which planned production orders are scheduled by using finite capacity. This field works with the capacity time fence that you can set on the tab or on the form.

Example

  • If you enter 15 in this field and set the capacity time fence to 100, master scheduling uses finite capacity for the first 15 days and infinite capacity for the remaining days of the time fence.

  • If you enter 25 in this field and the item belongs to a coverage group that states a capacity time fence of 10, master scheduling uses finite capacity for 10 days.

  • If you enter 0 (zero) in this field, master scheduling does not use finite capacity.

  • You cannot leave this field blank.

Note Note

This field is only available when you select the check box.

To include a resource in finite capacity scheduling, you must select the field on the individual work center or work center group.


Select this check box to calculate master scheduling by using finite capacity for those resources that are defined as bottleneck resources.

You can use bottleneck scheduling to extend the finite capacity time fence for a limited number of work centers. Bottleneck resources can be scheduled by using finite capacity for a longer period of time than nonbottleneck work centers.

This field is only available when you select the check box.

Enter a time period in days, starting from the current date, during which those resources that are defined as bottleneck resources are scheduled by using finite capacity.

The bottleneck capacity time fence should be greater than the finite capacity time fence. The program uses whichever value is greatest.

This field is only available when you select the check box and the check box.

If you select this check box, capacity planning of the planned production order takes into account that the requested property ID is available. You create and update properties in the form.

Enter a value to set a limit to the number of days that a production order is scheduled back in time from the delivery date and towards today's date. If you enter a value in this field, the search for available capacity only continues backwards in time to the scheduling date minus the number of days that you specify. If you specify 0 (zero), the search for available capacity continues to today's date.

If you selected the check box, select which forecast requirements should be transferred to the master scheduling calculation.

Select the reduction principle to use for consuming forecast requirements in master scheduling. The options are:

  • None

  • – The forecast requirements are reduced according to the coverage group's reduction key. Reduction keys specify reduction percentages and time periods.

  • – The forecast requirements are reduced by the amount of the current sales and purchase orders. To use this method, select the check box. Ensure that the same forecast plan has been used for the original forecast scheduling and for inclusion in the master scheduling.

Select the number sequence that is used for picking planned orders. Each time that a planned order is created, it is assigned a sequential number from this number sequence. We recommend that you give the planned orders their own number sequence so that you can differentiate them from other requirements.

Select the number sequence that is used for job numbers. Each time that you run master scheduling, the entire result of the requirement calculation is assigned a sequential number from this number sequence.

Select this check box to override the item's coverage time fence during master scheduling. If you select this check box, the value in the field is used. Set up the item's coverage time fence by way of the coverage group that is attached to the item.

Note Note

This function can be used when you start up the program in order to limit parameter setup and the possibility of errors.


If you selected the check box, enter the number of days during which you want the master scheduling calculation to cover requirements. The coverage time fence is calculated forward from the current date. Requirements that occur before the current date are always processed.

Select this check box to override the item's freeze time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up an item's freeze time fence by way of the coverage group that is attached to the item.

If you selected the check box, enter the number of days during which planning activity is frozen. No new planned orders are generated, and existing planned orders cannot be changed.

Select this check box to override the item's firming time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's firming time fence by way of the coverage group that is attached to the item.

Note Note

You can use this function when starting up the program in order to limit parameter setup and the possibility of errors.


If you selected the check box, enter the number of days during which planned purchase and production orders are automatically firmed. The time fence is calculated forward from the master scheduling date.

Note Note

An item must be associated with a supplier in order for automatic firming of a planned purchase order to take place.


Select this check box to override the item's explosion time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's explosion time fence by way of the coverage group that is attached to the item.

Note Note

You can use this function when starting up the program in order to limit parameter setup and the possibility of errors.


If you selected the check box, enter the number of days during which bills of materials (BOMs) are exploded to calculate requirements for component items. The time fence is calculated forward from the current date.

Select this check box to override the item's forecast plan time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's forecast plan time fence by way of the coverage group that is attached to the item.

If you selected the check box, enter the number of days during which the sales forecast from the forecast plan is included in master scheduling.

Select this check box to override the item's capacity time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's capacity time fence by way of the coverage group that is attached to the item.

If you selected the check box, enter the number of days during which capacity is planned for planned production orders. Master scheduling uses the item's active production route and schedules backwards from the requirement date. If the requirement date for a planned production order falls outside of the capacity time fence, then the lead time is determined on the basis of the item's delivery time. The time fence is calculated forward from the current date.

Select this check box to override the item's action message time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's capacity time fence by way of the coverage group that is attached to the item.

If you selected the check box, enter the number of days during which master scheduling generates action messages for requirements. The time fence is calculated forward from the current date.

Select this check box to override the item's futures message time fence during master scheduling. If you select this check box, the value in the field is used. Note that you set up the item's futures message time fence by way of the coverage group that is attached to the item.

If you selected the check box, enter the number of days during which futures messages are calculated.

Select this check box to update planned purchase order requirement dates with futures dates. Futures dates take into account delivery time and possible safety margins, and also prevent situations where order dates precede today's date.

Select this check box to update planned production orders by using futures dates for procured components.

If you plan to use futures messages for your items, we recommend that you update master scheduling, because capacity reservations are otherwise updated on days when the planned production order cannot be produced immediately.

Select this check box to update planned transfer order requirement dates with futures dates. Futures dates take into account delivery time and possible safety margins, and also prevent situations where order dates precede today's date.

Select this check box to automatically update planned purchase orders with the proposed action date. The action date cannot exceed the requirement date.

Enter the number of days that are added to the receipt's requirement date during master scheduling. Note that safety margins for the coverage group and safety margins for the master plan are summed during master scheduling.

For example, if the receipt margin is set to 4 days, and a purchase order line is scheduled for receipt on the 15th of the month, master scheduling calculates the adjusted receipt date as the 19th of the month.

Enter the number of days that are deducted from the issue's requirement date during master scheduling. Note that safety margins for the coverage group and safety margins for the master plan are summed during master scheduling.

For example, if the safety margin is set to 4 days, and a sales order line is scheduled for delivery on the 15th of the month, master scheduling calculates the adjusted delivery date as the 11th of the month.

Enter the number of days that are added to the item lead time for all planned orders during master scheduling. Note that safety margins for the coverage group and safety margins for the master plan are summed during master scheduling.

See Also