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