General tab

Enter default parameters for calculating master scheduling.

Planned orders

Enter default settings for calculating planned orders.

Standard update

Enter default settings for firming planned orders.

Number sequences

Select number sequences that are used in master scheduling.

Current forecast plan

Select the forecast plan to use.

Current static master plan

Select the plan to use as the static master plan.

For more information, see About master scheduling plans.

Current dynamic master plan

Select the plan to use as the dynamic master plan.

For more information, see About master scheduling plans.

Automatic copy

When you select this check box, the static master plan is copied to the dynamic master plan when you run regenerative master scheduling.

Note
This function is not relevant if the same plan is used for both.

General coverage group

Select the coverage group that will be the default when you create a new item. The coverage group is also used automatically if you do not specify any other value in both the Item detailsform and the Item coverageform.

For more information, see Coverage groups (form).

Working days

Select this check box if you want safety margins to be calculated as working days in the calendar. Working days are classified as open.

If the check box is cleared, safety margin days are calculated as calendar days. These can be classified as either open or closed.

Today's date calendar

Select the calendar to use when you run master scheduling. The program calculates today's date by searching forward in the calendar from the system date and time until an open day is found.

If this field is blank, master scheduling uses the current system date as today's date.

Use of cache

Select the extent to which caching is used. Caching may affect system performance. You can conduct a trial to see which option provides the best performance for your situation.

Futures time

Use this field with futures messages and rescheduling of planned orders. If the planned receipt time is later than the specified futures time, one day is added to the futures date. Therefore, the items are first available one day later.

Use dynamic negative days

Select this check box to use dynamic negative days in master scheduling calculations. This check box and the Negative daysfield control when to use a scheduled receipt to fulfill a requirement, or when to generate a planned order instead. By using dynamic negative days, you can include the factor of remaining item lead time in the calculation. This provides increased accuracy in the master scheduling results.

The formula for calculating dynamic negative days is:

Lead time + negative days + today's date – requirement due date

Note
The Negative daysfield is in the Item coverageand Coverage groups forms.

Find trade agreements

Select this check box if you want the program to search for a vendor with whom a trade agreement exists when you run master scheduling. If there are several vendors that can supply the item, use the Search criterionfield to see the criteria for selecting a vendor.

If a default vendor has been specified for the item, it will override the selection made in this field.

Search criterion

Select the Find trade agreementscheck box before you specify the search criterion. You can search for suppliers by minimum lead time or by lowest unit cost.

Receipt time

Enter the time that is automatically assigned to all planned orders that are generated. Master scheduling calculates planned production orders backward from this time. The time is also important with regard to calculating futures dates and messages for planned orders.

Production

Select this check box to include capacity that is already reserved against production orders. The program uses this field when it schedules capacity for planned orders.

Project

Select this check box to include capacity that is already reserved against projects. The program uses this field when it schedules capacity for planned orders.

Update marking

Select the inventory marking policy to use when firming planned orders.

• No– No inventory marking is performed.

• Standard– Inventory marking is updated according to the pegging. A requirement order is marked against a fulfillment order. If some quantity remains on the fulfillment order, it is not marked.

• Extended– Both the requirement order and the fulfillment order are marked, regardless of whether any quantity remains on the fulfillment order.

Group by vendor

Select this check box if you want to group planned purchase orders together to make a single purchase order per vendor when firming. Alternatively, you can create one purchase order with one line for each planned order.

Group by buyer group

Select this check box to group planned purchase orders together to create a single purchase order that combines the vendor and buyer group. To use this option, you must also select the Group by vendorcheck box.

Group by period

Select the time period during which you want to group planned purchase orders. To use the option, you must also select the Group by vendorcheck box.

Group by period

Select the time period during which you want to group planned transfer orders.

Number sequence code

Select a number sequence for the selected reference.

You can define number sequence codes in the Number sequences form.

Master plan

Select the master plan to use when you run intercompany master scheduling. If the field is left blank, intercompany master scheduling is not run for the company.

Scheduling sequence

Enter a number to specify the scheduling order for this company when you run intercompany master scheduling. You assign a scheduling order to each company that you want to include in intercompany master scheduling.

For each iteration, the program master schedules each intercompany according to the sequence that you define using this field. You specify the number of iterations that you want to run in the Number offield of the Intercompany master schedulingdialog box. The scheduling order is 0, 1, 2, and so on.