Overview

After you have analyzed the previous planning cycle, revise the planning scenario settings. Within each scenario, it is necessary to draw up your own plan structure, establish specific assumptions, and define sequential steps in the planning process.

Master operating planning scenarios usually have settings and structures that are different from the sales forecasting scenarios. As a rule, master operating planning focuses on supply issues. This type of planning uses warehouses, production and procurement business units, product and material items that are specific for supplies.

All assumptions at the level of planning are specific to each type of plan. You should record assumptions and expected business changes in master data, for example, new facilities, a new structure of warehouses, work centers, product and material items.

The data population tool should be used to automate the planning filling process. The tool has two options: Fill in by sources and Fill in using formula.

The Fill in by sources option allows you to:

• Use a wide range of standard plan filling templates (data composition schemas).
• Load a data composition schema from an external file.
• Use any infobase data to fill plans (Sales, Available stock, Purchase orders, Customer orders, and other).
• Use data from previous plans.
• Use information about minimum and maximum balances.
• Use data on sales prices and vendor prices to fill plan totals.
• Create any custom query in the Infobase.
• Use several data sources at the same time and combine them.
• Customize filters and get data with a different data structure.
• Use accumulated data for the period; to date; period shifted by...

The Fill in using formula option allows you to:

• Draw up arbitrary formulas using various built-in operands (Available stock, Sales forecast, and other), operators, and functions.
• Customize operands (the calculation formulas support 1C:Enterprise language).
• Use a specific formula for each plan item.
• Use arbitrary data selections.
• Use accumulated data for the period; to date; period shifted by...

As a result of the process, planning scenarios and plan profiles are maintained for master operations planning.

Maintain scenarios and plan profiles for master planning flowchart

Paths

How to set up demand planning scenarios for stock forecasting

Plan structure

1. Go to Budgeting and planning → Settings and catalogs and then click Planning scenarios under Sales and operations plans.

2. Open the Planning scenario document (relevant to demand planning), and then click the Plan structure tab.

3. Click Create step, specify its short name in the Description field, for example, "Stock forecast", and then select the Goods stock plan type.

4. Select the Step and click Create to create a new plan profile within the step.

5. In the Plan profile document, click the Main tab.

6. Select the Goods stock plan option for the plan profile.

7. Specify the short description, for example, "Products stock forecast" or "Materials and components stock".

8. Assign the User in charge of the settings.

9. Select the Cumulative option.

Information sources

1. Click the Population settings tab.

2. Select the Fill in by sources option to enable tools to populate plans from any pre-configured infobase data sources, as well as your custom data sources.

3. Select the Disable editing the rule check box to disable rule editing. In this case, the user cannot customize the filling rules. For example, the plan filling rules are developed by the head of the department, and all other employees fill the plan in accordance with these rules.

4. Specify the Number of default periods to define the default periods to be shown in the entry form. You can change the number of periods later.

5. Click Save.

6. Skip the Defining filling rules step because of manual data filing.

How to set up demand planning scenarios for breakdown into supply requirements

Plan structure

1. Go to Budgeting and planning → Settings and catalogs and then click Planning scenarios under Sales and operations plans.

2. Open the Planning scenario document (relevant to demand planning), and then click the Plan structure tab.

3. Click Create step, specify its short name in the Description field, for example, "Breakdown demand into production requirements" or "Breakdown demand into purchasing requirements", and then select the Supply planning option.

4. Select the Step and click Create to create a new plan profile within the step.

5. In the Plan profile document, click the Main tab.

6. In the Use for field, select the Production plan or Purchase plan for the plan profile.

7. Select the Process type (for the Production plan): Production and assembling or Remanufacturing.

8. Specify the short description, for example, "Production requirements for Assembly and welding shop" or "Purchase requirements from independent demand".

9. Assign the User in charge of the settings.

10. Select the Substitute option.

Information sources

1. Click the Population settings tab.

2. Select the Fill in by sources option to enable tools to populate plans from any pre-configured infobase data sources, as well as your custom data sources.

3. Select the Disable editing the rule check box to disable rule editing. In this case, the user cannot customize the filling rules. For example, the plan filling rules are developed by the head of the department, and all other employees fill the plan in accordance with these rules.

4. Specify the Number of default periods to define the default periods to be shown in the entry form. You can change the number of periods later.

5. Click Default filling rules.

6. In the Fill in plan form, click Enable advanced settings.

7. Select the Update plan content option.

Released sales forecast as a source

1. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Sales forecasts data composition schema and the with period offset data selection option.

2. Click :

• Set the number of months equal to the lead time for delivery from the supply warehouse to the point of sale.
• Specify the Scenario related to the capturing released sales forecast.
• Specify the list of Procurement strategies related to the In-house production or Purchase supply source type.
• Select the Period, Items, and Variant in the Grouping settings.

Released inventory consumption plan as a source

1. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Inventory consumption plans data composition schema and the with period offset data selection option.

2. Click :

• Specify the Scenario related to the capturing released sales forecast.
• Specify the list of Procurement strategies related to the In-house production or Purchase supply source type.
• Select the Period, Items, and Variant in the Grouping settings.

Projected available opening balances

1. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Goods stock plans data composition schema and the with period offset data selection option.

2. Set  for the line.

3. Click :

• Set -1 in the Period offset
• Select the Period, Items, and Variant in the Grouping settings.

Projected available closing balances

1. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Goods stock plans data composition schema and the with period offset data selection option.

2. Click :

• Select the Period, Items, and Variant in the Grouping settings.

How to set up demand planning scenarios for purchasing requirements from production

Plan structure

1. Go to Budgeting and planning → Settings and catalogs and then click Planning scenarios under Sales and operations plans.

2. Open the Planning scenario document (relevant to demand planning), and then click the Plan structure tab.

3. Click Create step, specify its short name in the Description field, for example, "Internal demand for production materials", and then select the Demand planning option.

4. Select the Step and click Create to create a new plan profile within the step.

5. In the Plan profile document, click the Main tab.

6. Select the Inventory consumption plan option for the plan profile.

7. Specify the short description, for example, "Internal demand for production materials".

8. Assign the User in charge of the settings.

9. Select the Substitute option.

Information sources

1. Click the Population settings tab.

2. Select the Fill in by sources option to enable tools to populate plans from any pre-configured infobase data sources, as well as your custom data sources.

3. Select the Disable editing the rule check box to disable rule editing. In this case, the user cannot customize the filling rules. For example, the plan filling rules are developed by the head of the department, and all other employees fill the plan in accordance with these rules.

4. Specify the Number of default periods to define the default periods to be shown in the entry form. You can change the number of periods later.

5. Click Default filling rules.

6. In the Fill in plan form, click Enable advanced settings.

7. Select the Update plan content option.

8. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Production plans (materials) data composition schema and the with period offset data selection option.

9. Click :

• Specify the Scenario related to the capturing released production plan.
• Specify the list of Procurement strategies related to the Purchase supply source type.
• Select No in the This is a semi-finished product filter.
• Select the Period, Items, Variant, and Warehouse in the Grouping settings.

How to create planning scenarios

1. Go to Budgeting and planning → Settings and catalogs and then click Planning scenarios under Sales and operations plans.

2. Create a scenario or copy an existing one.

How to set up capturing initial supply plans

Main settings

1. Click the Main tab.

2. Define the Time fence relevant to the production requirement data format.

3. Select the period display mode: Range of dates or Period number (within a year).

4. Select the Only by quantity option for the Purchase planning.

5. Select the Calculation of demand for materials, work center types, and human resources check box.

6. Select the Most likely option for the Demand for materials.

7. Specify the Calendar applicable for planning purposes.

Plan structure

1. Click the Plan structure tab.

2. Click Create step, specify its short description, for example, "Capturing initial production plans" or "Capturing initial purchasing plans", and then select the Supply planning option.

3. Select the step and click Create to create a new plan within the new step.

4. In the Plan profile document, click the Main tab.

5. Select the Production plan or Purchase plan option in the Use for field.

6. Specify the short description, for example, "Initial production plans for Dispatching office" or "Initial purchasing plan".

7. Assign the User in charge of the settings.

8. Select the Cumulative option.

9. Click the Plan dimensions tab.

10. Select the Business unit or Dispatching unit check box to break down plan data.

Information sources

1. Click the Population settings tab.

2. Select the Fill in by sources option to enable tools to populate plans from any pre-configured infobase data sources, as well as your custom data sources.

3. Select the Disable editing the rule check box to disable rule editing. In this case, the user cannot customize the filling rules. For example, the plan filling rules are developed by the head of the department, and all other employees fill the plan in accordance with these rules.

4. Specify the Number of default periods to define the default periods to be shown in the entry form. You can change the number of periods later.

5. Click Default filling rule.

6. In the Fill in plan form, click Enable advanced settings.

7. Select the Update plan content option.

8. Click Add a new source and select the relevant one in the Quantity filling source field. Open the Planning data source and check if it has the Release plans data composition schema and the with period offset data selection option.

8. Click :

• Set the number of months equal to the standard lead time from the start of production to the delivery to the warehouse.
• Specify the Production plan or Purchase plan document related to the supply requirement.
• Select the Period, Items, and Variant in the Grouping settings (for the production plan).
• Select the Period, Items, Variant, and Warehouse in the Grouping settings (for the purchase plan).

How to set up master supply plans

Main settings

1. Click the Main tab.

2. Define the Time fence relevant to the production requirement data format.

3. Select the period display mode: Range of dates or Period number (within a year).

4. Select the Only by quantity planning option for the Purchase planning.

5. Select the Calculation of demand for materials, work center types, and human resources check box.

6. Select the Most likely option for the Demand for materials settings.

7. Specify the Calendar applicable for planning purposes.

Plan structure

1. Click the Plan structure tab.

2. Click Create step, specify its short description, for example, "Maintaining production plans" and "Maintaining procurement plan", and then select the Supply planning option.

3. Select the step and click Create to create a plan within the new step.

4. In the Plan profile document, click the Main tab.

5. Select the Production plan or Purchase plan in the Use for field.

6. Specify the short description, for example, "Released production plans for Plant A" or "Released purchasing plan".

7. Assign the User in charge of the settings.

8. Select the Substitute option.

9. Click the Plan dimensions tab.

10. Select the Business unit or Dispatching unit check box to break down plan data.

Information sources

1. Click the Population settings tab.

2. Select the Fill in by sources option to enable tools to populate plans from any pre-configured infobase data sources, as well as your custom data sources.

3. Select the Disable editing the rule check box to disable rule editing. In this case, the user cannot customize the filling rules. For example, the plan filling rules are developed by the head of the department, and all other employees fill the plan in accordance with these rules.

4. Specify the Number of default periods to define the default periods to be shown in the entry form. You can change the number of periods later.

5. Click Default filling rule.

6. In the Fill in plan form, click Enable advanced settings.

7. Select the Update plan content option.

8. Click Add a new source and select the relevant one in the Quantity filling sources field. Open the Planning data source and check if it has the Release plans data composition schema and the with period offset data selection option.

9. Click :

• Specify the Production plan or Purchase plan document related to the initial supply requirements.
• Select the Period, Items, and Variant in the Grouping settings (for the production plan).
• Select the Period, Items, Variant, and Warehouse in the Grouping settings (for the purchase plan).