Planning Workbench
Task 3: Stock/Requirements List
You can use the stock/requirements list to obtain information about your planning results (also at a later date).
1. Display the stock/requirements list for your articles R1TA04## and R1TA05##
for your distribution center R7##. You can choose to access this list using individual access or collective access.
Solution 5: DC Requirements Planning
Task 1: MRP-Related Settings
You want to find out how certain articles in your distribution center are planned.
You therefore display some settings for requirements planning in the site and article masters. Pay attention to the validity areas in the header area.
1. How do you normally run requirements planning and forecasting for articles R1TA04## and R1TA05## in your distribution centers?
R1TA04## R1TA05##
RP type RP lot size Forecast model Period indicator
a) Master Data→ Article Data → Article → Display
Enter only the article number according to the exercise and select the Logistics: Distribution Center view. Confirm with [Enter].
R1TA04## R1TA05##
RP type R1 R1
RP lot size EX EX
Forecast model D D
Period indicator W W
Then stay in the Logistics: Distribution Center view in the article master.
2. Use the [RP/Forecast Data] pushbutton to display additional information about requirements planning and forecasting. Find the historical values that are taken into consideration when running forecasting for article R1TA04## and the periods for which requirements have been forecasted.
Historical periods: _________________
Continued on next page
Forecast periods: ______________________
a) In article master R1TA04## choose the [RP/Forecast Data] pushbutton to go to the Number of periods required subscreen.
Historical periods: 60 Forecast periods: 12
Use [Back] to return to the Logistics: Distribution Center view.
3. Now check the settings for article R1TA04## in your distribution center R7##.
Where are the differences? On what day of the week are articles for distribution center R7## ordered? When are they delivered? You will find the answer to this in the planning cycle and delivery cycle:
Planning cycle (planning day): _________________
Delivery cycle (day of delivery): __________________
a) Choose Edit→ Switch area of validity in the menu bar and enter your distribution center according to the exercise. The following data is displayed:
Planning cycle P02 (Order Day Wednesday)
Delivery cycle L02 (Delivery Day Friday)
Historical periods 10
Then stay in the Logistics: Distribution Center view in article master R1TA04##.
Continued on next page
4. Display the historical consumption values and the forecasted consumption values for articles R1TA04## and R1TA05##in distribution center R7##.
a) You are still in the Logistics: Distribution Center view in article master R1TA04## and you choose [Consumption vals]. The consumption values for article R1TA04## are constant at 1152 pieces per week.
Choose [Back] and then choose [Forecast values]. Twelve forecast values are calculated, which are constant at 1152 pieces per week.
Choose [Back] to return to the initial screen of the article master.
b) For article R1TA05## go back into the Logistics: Distribution Center view in the article master and choose [Consumption Values]. The consumption values for article R1TA05## are constant at 1440 pieces per week.
Choose [Back] and then choose [Forecast values]. Twelve forecast values are calculated, which are constant at 1440 pieces per week.
Task 2: Execute requirements planning
You want to run requirements planning for the articles that you order from vendor R1TV05## for distribution center RT7##.
1. Trigger requirements planning for vendor R1TV05##, purchasing organization R300 and distribution center R7##. The planning date should be set to
Wednesday of this week so that the requirements planning data that is created is more usable. First display the article selection for the vendor.
a) Purchasing→ Requirements Planning → Requirements Planning → Plan by Vendor
Make the settings as specified in the task and confirm the information message: Please check input parameters.
2. You are in the article selection for vendor R1TV05##. Today, you just want to order articles R1TA04## and R1TA05## from this vendor. You therefore select these articles in the article list that is displayed. Run interactive planning for both articles. Find the following data for your distribution center R7##:
Article R1TA04## R1TA05##
Stock:
Pur Rqs:
Continued on next page
Safety St:
a) Select both articles R1TA04## and R1TA05## in the list and choose Requirements Planning→ Interactive planning.
The table is read row by row:
Date RP element/Data R1TA04##
Today (Wednesday) Stock: 384 pieces
Safety St: None
Friday Pur Rqs: 1344 pieces
Purchase requisition number:
Date RP element/Data R1TA05##
Today (Wednesday) Stock: 2172 pieces
Safety St: 12 pieces
One week from Friday Pur Rqs: 1440 pieces
Purchase requisition number:
The current stock is shown the Available qty column and has the RP element data (stock). The second row contains the requirement quantity determined in the Rec./Reqd.qty column with the RP element PurRqs (purchase requisition) on the right hand side. The number of the purchase requisition created is displayed in the RP element data column. This entry is relevant for planning for the specified date (left-hand column).
Choose Planning→ Save and save both of the requirements plans.
Continued on next page
Task 3: Stock/Requirements List
You can use the stock/requirements list to obtain information about your planning results (also at a later date).
1. Display the stock/requirements list for your articles R1TA04## and R1TA05##
for your distribution center R7##. You can choose to access this list using individual access or collective access.
a) Purchasing → Requirements Planning → Requirements Planning → Stock/Requirements List
Article R1TA04##, distribution center R7##. The system displays the results of the planning run here. The table is read row by row. The current stock is shown the Available qty column and has the RP element data (stock).
The second row contains the requirement quantity determined in the Rec./reqd.qty column with the RP element PurRqs (purchase requisition).
The number of the purchase requisition created is displayed in the RP element data column. This entry is relevant for planning for the specified date (left-hand column).
Lesson Summary
You should now be able to:
• Describe the requirements planning process
• Explain special requirements planning procedures
• Explain how the planning workbench works