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User Manual Datatex

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Production Planning Set up
Production Planning Set up Phases (Make to Order Scenario) for Knitted Garment Unit

Logic (Planning by Order)

When the system works by order the planning function selects all the record of VIEWProductionPlanning according to the selection
parameters input by the user in the initial parameter. This VIEW is built on customer order delivery with different join in order to
give as result:

(Customer order delivery quantity – Replenishment requisition quantity – Production Demand quantity – Allocation quantity)

The result is the not covered order quantity that can be planned. All the exploded levels by the planning are linked with the customer
order delivery using the links on the demand header. In Delivery selection is used the requested date. When planning finished the
explosion of a Delivery and the date has been shifted, set on it the Planned date with the lower date obtained by the explosion.

Process Flow

Rule Planning Production Planning


Rule
Template Template Planning Trace

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Rule Template

Go to Menu of “Rule Template” by any means, go directly that menu titles or type initial in Search bar press enter. Rule Template Collection
screen appear then press “New” following screen will show,

1. Give Code and Description in required fields


2. Used for = Planning (by drop down)
3. Select input entities = Product.
4. Press Detail Manager button

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Following screen will appears

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1. following will perform here,


i. Check “Item type code” line of “Product” entity label (Red highlighted)
a. Enter its sequence = “10”
b. Attribute Type = “Input”
c. Out value = “No Value”
d. Oper. (operation) = “equals”
ii. On entity label = Planning Rule Output set each line as (Yellow highlighted)
a. Enter its sequence = “0”
b. Attribute Type = “Output”
c. Out value = “Constant”
d. Oper. (operation) = “No oper.”
2. Press Submit, system will show the collection of Details setup.

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Rule

Now create Rule against that “Rule Template” created as follows


Go to Menu of “Rule” by any means, go directly that menu titles or type initial in Search bar press enter. The “ Rule” collection screen
appear then press “New” following screen will show,

1. Give Code and Description in required fields


2. Enter Rule template =PG1 that’s was created before
3. Press Data button for the rule definition entries, Rule Choose Keys screen will appears as;

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4. Enter the sequence number = 10 and check the box of Item type
5. Press the + of same line. screen will as

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6. Press Rule definition

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7. Enter data as;

Contd . . . more left > > > > >

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Each field has it own importance which will discuss later in this document.

8. Press Validate button, and then Submitt.


9. Planning Rule create, now to create “Planning Template”

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Planning Template

Now create Planning Template against that defined Rule for Planning created as follows

Go to Menu of “Planning Template” by any means, go directly that menu titles or type initial in Search bar press enter. The “Planning
Template” collection screen appear then press “New” following screen will show,

1. Enter Code
2. Enter Rule (Planning) =PG1 that’s was created before (by lookup)
3. Enter Rule Policy (by lookup; only one)
4. Planning by = “Order” (drop down)
a. In case of Re-order / safety stocks planning always choose “Availability” will discuss in discuss later in this document.
5. Press Submit button. Created.

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Production Planning

Now create Production Planning (Planning Explosion) against that defined Planning Templates created and other parameter as follows

Go to Menu of “Production Planning” by any means, go directly that menu titles or type initial in Search bar following screen will show,

1. Enter Planning Template = (specification)


2. Limited Date = (of sales order delivery date till which planning to be required)
3. Periodized Calendar = “M01”
a. Limit date is used as final date during the order selection. (Will be taken in consideration only the delivery lines with
requested date <= limit date).
4. Run description = simple text input.
5. Press Next; screen follows
6. Delivery date values (this appear after press Next button in Base01
a. 1 = No shift - Block: if during the planning one lower demand is earlier than today the order will not be planned.

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b. 2 = No shift – Force : if during the planning one lower demand is earlier than today the order will be planned.
c. 3 = Shift : if during the planning one lower demand is earlier than today the order date will be shifted until all the lower
levels will obtain a date greater than or equal to today.

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7. Sales Order Template = for which Sales order template planning to be run
8. Sales Order Line Template = no specific use
9. Customer = for which customer (order partner) planning to be run
10. Projects, Logical Warehouse, Availability warehouse group no specific use.
11. Item Type = Item type for which planning to be run
a. If user enters the item type system will shows the Sub-codes details. Where user can enter full or selective sub-codes (pls
check the box of sub-codes with out check in this case), and also can give range of product by check the Display final item
code.
12. Delivery; enter the sales order delivery line number; as detail shows in above screen shot.
13. Press Submit; system will assign the number to this planning job.

14. To see the job status user can view it from menu called “ABS Submitted Job” collection as

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15. The important attribute here is Status in which the specific status are,
a. On Queue; in Queue
b. Executing, in process (working)

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c. Ended (finished / completed)
d. Ended with info (finished / with error or info)
e. In case if “Ended with info” status one can easily check the info / error by clicking the specific Job and press the “Info”
button.

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Production Planning Trace

To the Executed (Planning Exploded) against that defined Production Planning created as follows

Go to Menu of “Production Planning Trace” by any means, go directly that menu titles or type initial in Search bar following Collection
screen of all Planning exploded will show,

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Here user can identify its Job / Planning by different attribute like

 User
 Description
 Submitted Job and Creation date and Time

So after select the specific Planning Job,

Go Line for details of exploded line of each level from Sales order delivery to Requisition of Yarn, that’s how picture looks like;

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Contd.. > > > >

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Now to confirm the level (or / and) sequence by click the of Confirm / Delete button

As click on that button same screen (of line will have bit change like)

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(The detail functionality is discussed later in this document.), Press Submit to proceed the status and then go back and press Submit on
Header Page. Planning is done

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Important Points and Description specific Attribute

1. There major changing in new Planning Module, no Additional data on Product to enter. No need to enter Production demand
template code (now enter in Planning Rule) and replenishment requisition template code plus usual supplier enters in
“Replenishment” table in Product (only for the purchase product. Procedure as follows
a. Enter in to specific purchased product, go “Function” (drop down) select “Replenishment”

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b. System will the collection of Item Replenishment press New button to create, and enter data in specific Tab like, Screen
shot as shown
i. Base2 (Usual Supplier ; Requisition Template) by lookup.
ii. Lead times (Purchase Lead Time) in days for that specific product against supplier.
iii. Press Submit. Item Replenishment generated.

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2. Attribute in Planning Rule


a. Item Type: item type of Product, enter Item type BOM Level wise for each of Rule definition
b. Commercial Lot: Minimum Order Qty to Plan
c. Commercial Lot Policy: Commercial Lot Qty based on which UoM Primary ; Secondary ; Packing
d. Min Prod Lot: Minimum Production Lot Size
e. Optimal Prod Lot: Optimum Production Lot Size
f. Max Prod Lot: Maximum Production Lot Size
g. Netting Policy: To check available and adjust Qty from Stock of assign whs or Available whs grp in to Production Demand
or Requisition. Netting by Qty ; No Netting ; Netting by Period (no use)
h. Periodized Calendar: which calendar to for period actions;
i. Demand Policy: Production Demand Qty based on which UoM Primary ; Secondary ; Packing
j. Availability Whs Group: set of Logical Warehouse in one.
k. Operation: what operation required on Item Type option are No Explosion (no explosion required for further level);
Explosion (explosion required for further level) ; Purchase (Item type to be purchased)
l. Warehouse: (Planning Warehouse no not required if Availability Whs Grp entered
m. Internal Template: internal Document setting, not required
n. Code: Production Demand Template Code.

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3. Status of Planning Trace


 All the options are applicable within a single customer order delivery line.
 It’s not possible apply an action to a single reservation.
 If a Demand is selected, the same action will be applied to its reservations.

a. None = no action (record not selected)

b. Confirm/Delete = conf/del only the selected row

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c. Confirm/Delete sequence = conf/del the selected record and all the lower levels

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d. Confirm/Delete level = conf/del all the records at the same level of the selected one.

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e. Confirm/Delete level sequence = conf/del all the records at the same level of the selected one and all the lower levels.

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