Overview

Here you will learn how to obtain and handle the feedback and business decisions provided at the enterprise level during master planning.

It also involves verification of any remaining capacity gaps after plan adjustments.

All changes are analyzed and entered into the initial production plan.

Align production plans with master planning decisions flowchart

Align production plans with master planning decisions

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Paths

PathQuick menu → Mail, tasks → My Tasks
In-app link EN code

e1cib/list/Task.PerformerTask

In-app link RU code

e1cib/list/Задача.ЗадачаИсполнителя

How to find and review tasks

1. Go to Quick menu and then click My Tasks under Mail, tasks.

2. Find a Task related to the process step and open it.

In the Task document:

1. In the Due date and Priority fields, review the time requirements.

2. In the Instructions field, review the task details and make sure you understand them.

3. Specify the start date and time.

4. Review the Subject field and click the hyperlink to drill down to the reference document.

Paths

PathBudgeting and planning → Sales and operations plans → Production plans
In-app link EN code

e1cib/list/Document.ProductionPlan

In-app link RU code

e1cib/list/Документ.ПланПроизводства

How to make adjustments in production plans

1. Go to Budgeting and planning and then click Production plans under Sales and operations plans.

2. Select and open a Production plan document, and go to the Manufactured products tab.

3. Adjust the information in accordance with the decisions made at the enterprise level during master planning.

4. Select a cell and specify/update the final decisions on/reasons for production plan changes in the Comment field.

5. Set the Confirmed status.

How to calculate production capacity requirements

1. Post the document. The system will automatically start the background job to calculate resources for the document.

2. Wait for the following message:

How to identify production capacity gaps

1. Go to the Production plans list.

2. Select a document and click → Planned demand for work center types.

In the Planned demand for work center types report:

1. Choose a Report option that shows available and required values.

2. Specify a Period and select a Scenario.

3. Find the information in the Required and Available columns.

4. Analyze the deviations by work center types in the Shortage (surplus), % column.

How to complete tasks

1. Go to Quick menu and then click My Tasks under Mail, tasks.

2. Open a Task related to the process step.

3. In the Results field of the Task document, describe the task deliverables or the current progress.

4. Enter the completion date.

5. Click Completed.


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