Overview

All final decisions you make on changing production capacities and the production plan are recorded in the system and confirmed for transfer to the master planning.

The process also involves checking if any capacity gaps remain after plan adjustments.

As a result of the process, the midterm production plan will be balanced with the available capacity and confirmed.

Create initial feasible production plans 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 a Budget task related to the budgeting process step and open it.

3. In the Budget task document, go to the Additional information tab.

4. In the Due date field, review the time requirements.

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

6. In the Start field, review the start date and time.

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. Go to the Task action tab.

10. Click Enter plan to drill down to the entry form to fill or the reference document.

Paths

How to review decisions on production plan adjustments

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

2. Find the document created in the Calculate production capacity requirements and identify gaps process.

3. Find and read the decisions made in the Resolve production capacity gaps by available means process.

How to create initial feasible production plans

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

2. Create a new document.

3. In the Production plan document, go to the Main tab.

4. Specify a Scenario and a Plan profile that are relevant for the planning step.

5. Specify a Period.

6. Select a Business unit (or a Dispatching unit), a Warehouse, or other applicable analytics if it is 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 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. In the Comment field, specify any relevant notes, for example, special requirements.

12. Click  and attach additional files.

13. Set the Created status and post the document.

How to calculate production capacity requirements

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

2. Wait for the message:

How to identify production capacity gaps

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

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

In the Planned demand for work center types report:

1. Select a report option that shows available and required values.

2. Specify a period and select a Scenario.

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

4. In the Shortage (surplus), % column, analyze the deviations by the work center type.

Paths

How to confirm initial feasible production plans

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

2. Select a Scenario and specify a planning Period.

3. Find a 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 a Budget task related to the process step and open it.

3. In the Completed field, enter the completion date.

4. Click Complete and close.