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Defining Demand Options

Usage Use the Demand/Supply: Demand page to specify the types of demand,

such as orders and forecasts that you want to include in the Production DataLink run.

Object Name RUN_PLS1006

Navigation Plan Production, Process Production Plan, Process, Production

DataLink, Demand/Supply, Demand Access

Requirements

Select the Demand/Supply tab, then click the Demand link on the Demand/Supply page.

Process Name

PLPPCL, PLPPCTL, PL_LOAD, PLS1000, PLS9000

Production DataLink - Demand/Supply: Demand page

The following elements are common to multiple pages and are defined in the preface of this PeopleBook in PeopleBooks Standard Field Definitions: Run Control ID, Report Manager, and Process Monitor.

Select the Apply Demand Priorities check box if you want solvers to use demand priorities for scheduling supply to meet the demand. The demand priority places importance on independent demand. The solvers use the demand priority value to determine the order in which you fulfill the

demand. You can set a demand priority from 1 to 999, with 1 as the most important level. A

priority value of 0 is reserved for the system.

Orders

There are a variety of demand types or orders in PeopleSoft Production Planning. You can include any of the following in your Production DataLink run: Sales Orders, Transfer Orders, Planned Transfer Orders, Material Stock Requests, and Quotes.

If you consider sales quotes when you generate your plan, you can specify the Quote Acceptance Percentage, or the minimum success percentage that you’ll accept as demand as defined on each sales quotation header. For example, suppose the quote acceptance percentage is 80. There are 1500 sales quotations currently active in PeopleSoft Order Management, 350 of which have a success percentage of 80% or better. The system considers the 350 quotations as demand but the sales quotations under 80% won’t be considered because they are less than the quote acceptance percentage

If you don’t specify a percentage here, such as 0%, PeopleSoft Production Planning automatically considers that 100% of the quotes will be converted to sales orders.

Forecasts

Select the Forecast check box to include one of your predefined forecast sets.

Select a Planning Bucket Size - Daily, Weekly, or Monthly - to indicate the size of bucketed time periods you can use for forecasting. We recommend that you use weekly or monthly buckets, because the forecast is only consumed by sales orders within the same bucket. The Forecast Set is used to keep multiple copies of forecasts in the system.

Use the Forecast Fulfillment Fence field to indicate the number of days from the start date that the Planning engine uses as the forecast fulfillment time fence. When a forecasted demand occurs within (before) the time fence and cannot be met entirely, the forecast tasks representing portions of the forecast that cannot be met are canceled.

If the forecasted demand that occurs past the time fence (a future time) cannot be met entirely, the forecast tasks representing portions of the forecast that cannot be met are delayed and rolled forward to future planning buckets where they can be satisfied. Solvers determine how many forecast tasks can be satisfied and where to reschedule the unfulfilled forecast tasks. If you do not enter a value in this field, the default is the early fence date.

Forecast fulfillment is the process that the Planning engine uses to manage forecasted demand over a period of time. The forecast fulfillment feature makes it possible for you to divide the total forecast demand into portions so that you can meet certain portions of the forecast if the total forecast cannot be met entirely. The Planning engine can either meet the supply shortage during the same planning bucket in which the shortage occurs or carry it over into the next bucket. Solvers delay and cancel forecast tasks based on how the forecast is loaded and on the period start and end time. If you select the Front Load option, the forecast is front loaded and produces demand at the beginning of the planning period, so that the supply must be available at the beginning of the period. If you select the Back Load option, the forecast produces demand at the end of the planning period, so that supply can be scheduled during the planning period. Front Load is the default option. To clear it, select the Back Load option.

When forecasted demand cannot be supplied, the solvers look at forecast tasks and how their forecasts were loaded to determine if forecast tasks are late. When a task is late, the solvers determine if the task should be delayed or canceled.

Forecast Consumption

Forecast consumption options enable you to control the forecast consumption calculations performed while loading the planning command files. Use the following options to define how forecasts should be used when the Production DataLink is run:

Select the Allow Forecast Consumption check box to indicate that you want PeopleSoft Production Planning to consume the forecast.

If you don’t select Allow Forecast Consumption, you can’t select the Explode Demand for Consumption option or any forecast consumption method.

When you select the Net Change Forecast check box, all actions that trigger a change in the forecast consumption equation, such as changing a sales order line quantity, also trigger the forecast consumption process. If you don’t clear this check box, changes aren’t made to forecast consumption, and you’ll have to use the Regenerate Forecast Consumption option to update the forecast tasks.

Select the Stock Request Shipments check box to include these shipments in forecast consumption.

If you select the Explode Demand for Consumption check box, sales order demand or transfer demand for forecast consumption will be exploded at the global level. If there were forecasts for

select this check box if forecasts exist only for sales order demand or transfer demand.

To explode demand for forecast consumption, complete the following steps:

1. Take the sales order and determine the bucket to which you add the transfer or production demand based on the promise or request date.

2. Use the default item sourcing option as the primary way to source the item. § For a purchase option, stop the explosion, since it is at the end.

§ For a transfer option, take the source item and add the quantity to the transfer demand bucket.

§ For a production option, look at each component of the BOM and calculate the quantity before adding to the production demand bucket. The formula to calculate the quantity is QPA * quantity of the sales order line.

3. For a transfer option, take the source item and repeat Step 2. For a production option, take each component and repeat Step 2.

Select the Sales Order Shipments check box if you want sales order shipments to consume forecast.

Select the Transfer Demand Shipments check box if you want transfer demand shipments to consume forecast. Using PeopleSoft Production Planning, the shipped transfers consume forecast, even if they have not been received.

Select Promise Date when you want the plan to consume the forecast based on the sales order ship set promise date. The Production DataLink uses the promise date on the sales orders to determine which forecast to consume by the sales order demand. Promise Date is the default. Because the Material Planning Solver reschedules the sales orders scheduled shipments based on the promise date before the netting of demand and supply begins, you may want to set the forecast consumption method to Promise Date. You must select either Promise Date or Request Date, but not both.

Select Request Date if you want to use the sales order ship set request date to determine which forecast will be consumed by the sales order demand. You must select either Promise Date or Request Date, but not both.

For more information on entering forecasts for inventory items, see “Setting Up Production Planning”.

For more information on entering forecasts for products, see “Setting Up Production Planning”.