Overview
Here you will learn how to assess available and required supply capacities of vendors and identify planning capacity gaps.
Firstly, you need to compare the purchase requirements received from master planning and broken down by vendor with available capacities of these vendors. After that, you must identify and analyze deviations.
As a result of the process, gaps between the required and available supply capacities are identified.
Assess external supply capacity and identify gaps flowchart
Paths
Path | Budgeting and planning → Budget process → My budget tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.BudgetTask
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| In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
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How to find and review budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the budgeting process step and open it. 3. In the Budget task document, click the Additional information tab. 4. Review the time requirements in the Due date field. 5. Review the task details in the Instructions field and make sure you understand them. 6. Review the start date and time in the Start field. 7. Review the Main task and Process stage - base document fields. 8. Click the hyperlink in the middle of the form and review the input settings. 9. Click the Task action tab. 10. Click Enter plan to drill down to the entry form to fill in or the reference document. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
How to assess actual external supply capacities
1. Review the available capacity of vendors for the planning period.
2. Review all types of valid proposals from vendors and find information about the item, quantity, price, and delivery date.
Note
As of 12/31/21, the RFQ/RFP management subsystem for vendors is under development.
Use the following temporary workaround:
- Create another planning scenario to store data on active vendor proposals.
- Create planning entry documents for each vendor/proposal.
- Import/fill in supply proposal data: item, quantity, price, and delivery period.
- Set the Confirmed status and post it.
Paths
Path | Budgeting and planning → Budgeting and planning reports → Plan balance for the period → Comparison of scenarios by the periods |
|---|---|
| In-app link EN code |
e1cib/data/Catalog.ReportsOptions?ref=89db0050569f7a5511eda3bd48296eb6
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| In-app link RU code |
e1cib/data/Справочник.ВариантыОтчетов?ref=879a2cfda1bfb27511eb19119ac97437
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How to analyze purchasing capacity gaps
1. Go to Budgeting and planning → Budgeting and planning reports and click Plan balance for the period under Sales and operations plans.
2. Click 
, select Comparison of scenarios by the periods report, and click Settings.
3. Choose the Scenario related to the purchase requirements.
4. Choose the Comparison scenario related to the actual external supply capacity.
5. Specify the Period.
6. Select the Detail by plans check box.
7. Select the Purchase plans check box.
8. Generate the report.
9. Analyze the deviations between the purchase requirements and the actual external supply capacity plans and find the gaps.
10. Save the report with analysis notes as an Excel file.
11. Go to Budgeting and planning and click Purchase plans under Sales and operations plans.
12. Open the required Purchase plan document and go to the Manufactured products tab.
13. Select the cell and specify the decisions on further purchase plan adjustments in the Comment field or attach the file with a gap analysis.
How to complete budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the process step and open it. 3. Enter the date of completion in the Completed field. 4. Click Complete and close.