Calculate Plan - Req. Wksh. Batch Job

Calculates a supply plan for items and stockkeeping units that have the Replenishment System field set to Purchase or Transfer.

Note

To calculate supply plans for items that are replenished by production or assembly, you can use the Planning Worksheet window.

The Calculate Plan batch job performs the following steps:

1. Investigates the demand and supply situation of the item and calculates the projected available balance. The balance is defined as follows:

   Inventory + Scheduled Receipts + Planned Receipts –Gross Requirement

2. States net requirements for the item.

3. Creates an item replenishment plan to fulfill net requirements. The plan is presented in the requisition worksheet as detailed order proposal lines that are accompanied by action messages that suggest specific user actions. The action message options are:

Action message	Description
New	Creates new supply orders.
Change Qty.	Change quantity on existing supply orders
Reschedule	Reschedules existing supply orders.
Resched. & Chg.	Reschedules existing supply orders and changes the quantity of existing supply orders.
Cancel	Cancels excess supply orders.

You can accept the action message on the requisition line and process it further. If you do not want to accept it, then you can also manually change or delete lines in the requisition worksheet.

When you have approved a requisition line for purchase or transfer, you use the Carry Out Action Msg. - Req. batch job to convert the line to a purchase order or transfer order line.

Options

Starting Date: Specifies the date to use for new orders. This date is used to evaluate the inventory.

Ending Date: Specifies the date where the planning period ends. Demand is not included beyond this date.

Use Forecast: Specifies a forecast that should be included as demand when running the planning batch job.

Respect Planning Parameters Triggered by Safety Stock: By default, this field is not selected.

Supply on planning lines with warnings is normally not modified according to planning parameters. Instead, the planning system only suggests a supply to cover the exact demand quantity. However, you can set the planning run up to respect certain planning parameters for planning lines with certain warnings.

When this field is selected, then planning lines with Exception warnings respect the following planning parameters on the item or SKU card:

Parameter type	Reordering policy	Parameter
Reorder-Point Parameters	Fixed Reorder Qty.	Reorder Point
		Reorder Quantity
	Maximum Qty.	Reorder Point
		Maximum Inventory

In addition, the following order modifiers are respected:

• Minimum Order Quantity

• Maximum Order Quantity

• Order Multiple

If the field is not selected, then planning lines with Exception warnings are not modified, and only the exact demand quantity is suggested.

Note

In general, exceptional order proposals ensure that the projected available inventory is never lower than the safety stock level. This means that the proposed quantity is just enough to cover the safety stock, without considering planning parameters. However, in some scenarios, order modifiers will be considered.

Tip

For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.

See Also

Reference

Carry Out Action Msg. - Req.

Other Resources

Req. Worksheet
Replenishment System
Planning Worksheet
Action Message
Accept Action Message
Minimum Order Quantity
Maximum Order Quantity
Order Multiple
Design Details: Supply Planning