Overview

Here you will learn how to decompose demand data using supply schemes and add detailed requirements for purchasing planning.

The expected changes in business are accompanied by the addition of new master data, such as new product items, new supply schemes, etc. Master data for planning purposes must be updated at the first step of the planning process. 

In the first planning cycle, the demand data is broken down based on item supply settings for each warehouse. In the second planning cycle, the data will be changed manually according to the feedback from the master planning.

Additional product-specific requirements need to be specified to facilitate planning. Besides, this helps you understand the purchasing process and vendor supply capacity requirements.

As a result of the process, purchasing requirements are defined and forwarded to purchasing planning.

Break down demand plan into purchasing requirements flowchart

Paths

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.

How to check master data for supply planning

Supply schemes

1. Go to Warehouse and delivery → Settings and catalogs and click Supply schemes under Demand fulfillment.

2. Click Reports and then click Goods without supply scheme.

3. Click Settings, select the Advanced mode, and specify the Equal to condition for the Supply scheme field.

4. Select the required Supply scheme in the Value column and Generate the report.

5. Make sure the Supply scheme is specified for the items relevant to the supply planning process.

Paths

How to break down demand plan into purchasing requirements

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

2. Create a new document.

3. Go to the Main tab.

4. Fill in the Scenario and the Plan profile relevant for the planning step.

5. Specify the Period to fill in.

6. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable analytics, if required by the plan profile settings.

7. Go to the Product categories / Goods / Manufactured products tab.

8. Click Fill in categories / goods → By default rule. The system will automatically fill in the lines in accordance with the Population settings of the Plan profile.

9. Review the information and check that the data is complete.

10. Correct the figures if necessary.

11. Specify any relevant notes, such as special requirements, in the Comment field.

12. Click  and attach additional files.

13. Set the Created status and post the document.

Paths

How to check completeness of demand plan breakdown

1. Go to Budgeting and planning → Budgeting and planning reports and click Plan balance for the period under Sales and operations plans. 

2. Click Settings.

3. Select the Scenario and specify the Period.

4. Select the Detail by plans check box.

5. Select the Sales forecasts, Inventory consumption plans, Goods stock plans, Production plans, and Purchase plans check boxes.

6. Select the Confirmed check box in the Status field.

7. Generate the report.

8. Analyze the breakdown of demand plans into supply plans.

9. Analyze the deviations between demand and supply figures and find the reasons for the imbalance.

Paths

How to confirm purchasing requirements

1. Go to Budgeting and planning and click Planning process management under Tools.

2. Choose the Scenario and specify the planning Period.

3. Find the Plan profile related to the process.

4. Double-click the relevant flowchart area, select the plan document, and click Set status → Confirmed.

The system will automatically set the Confirmed status for the document.

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.