Module 4 Configure production control

Case study 2 Master planning

Exercise #1: Firm a planned order and change the order type

The Planning Manager at USMF, wants to know how to setup, manage and use the master planning module and be able to process planned orders

He is aware that he should have a source of demand in the system for the items, so that when master planning is run it can provide some planned orders.

Sources of demand can be sales orders, sales forecasts, safety stock, scheduled Kanbans, production orders, and others

This manager asked you to help him to test this out.

Would you be able to help?

You will have to do the following:

Create and confirm a sales order
Run master planning
Firm a planned order
Review the purchase order
Change a planned order type
Review the planned order and verify the change

Steps

Before the execution of this task, credit management needs to be disabled. Complete the following steps:

Open the Sales and marketing > Customers > All customers module.
Search for customer US-013.
Open the details for US-013.
Expand the Credit and collections FastTab.
Select Edit. Set Unlimited credit limit and Exclude from credit management to Yes.
Select Save.

Create and confirm a sales order

Open Sales and marketing > Sales orders > All Sales orders.
Select New.
Enter or select US-013 for customer Pelican Wholesales in the Customer account field.
Accept the default settings in all other fields. Select OK.
In the Sales order form, open the Sales order Lines FastTab.
Enter or select D0003 in the Item number field.
Enter or select 12 in the Quantity field.
Accept the default values for the remaining fields.
Select Save.
From the Sell tab in the Action pane, under Generate, select Confirm sales order.
Accept all the default settings in the Confirm sales order form.
Select OK on the sales order confirmation screen.

NOTE A message may appear stating, "You are about to post the document without printing it. Select OK to continue.”
Select OK.
Close all pages.

Run master planning

Open Master Planning > Master Planning > Run > Master Planning.
In the Master plan field, select StaticPlan.
Select OK.

Firm a planned order

Open Master planning > Master planning > Planned orders.
In the Planned orders page, select the line for order number 004261.
Select the Firm button in the Action pane.
In the Firming page, in the Update marking field, select Standard.
Select OK.

Review the purchase order

Open Procurement and sourcing > Purchase orders > All purchase orders.
In the All purchase orders page, sort the list by the Delivery date field.
Verify the firmed order is now listed with a status of Open order.
Close the pages.

Change a planned order type

Open Master planning > Master planning > Planned orders.
In the Planned orders page, select the line for order number 004262.
Select the Planned order tab in the action pane.
Select the Change to drop-down arrow in the Maintain group.
Select Planned production order.
In the Change to planned production order page, select OK.

Review the planned order and verify the change

In the Planned orders list page, verify that the Reference field has been updated to Planned production orders for order number 004262.
Close the pages.

Exercise #2: Create an intercompany planning group and assign an item allocation key

The materials and production scheduling manager wants to develop a new intercompany planning group.

Assemblies are shipped from DEMF to USMF. While at USMF they are painted and finished with the North American logo.

Then they are transferred to the USRT operation for sale.

She wants to use plans 20, DynPlan, and MasterPlan respectively to accomplish this goal

She asked for your help.

You will need to validate the intercompany master planning parameters and perform some setups before running the intercompany master plan. You will also need to run the intercompany plan using the intercompany planning
group that you created and view the results in the intercompany supply and demand form

Can you help?

You will have to do the following:

Create an intercompany planning group
Assign an item allocation key
Run an intercompany
master plan

Steps

Create an intercompany planning group

In USMF, select Show navigation pane.
Open Master planning > Setup > Intercompany planning groups.
Select New in the Action pane.
Enter 40 in the Name field and Intercompany Extended Group in the Description field.
Select Save.
Select New on the tool bar for Intercompany planning group members tab.
Select DEMF in the Legal entity field.
Enter 0 in the Scheduling sequence field.
Select 20 in the Master Plan field.
Leave the Automatic Copy to Static Plan and Automatic Copy to Dynamic Plan checkboxes blank.
Select Save.

Assign an item allocation key

Select Master Planning > Setup > Demand Forecasting > Item Allocation Keys.
Select Wizard.
. Select Next. Select Audio from Item Group drop-down menu. Select Next.
Enter or select Audio group in Name box.
Select Next.
Select Next on the Overview page after verifying the information is correct.
Select Finish on the Completed page after verifying the information is correct.
Switch to DEMF and perform steps 1 - 7.
Switch to the USMF company.
Select Master Planning > Demand Forecasting > Intercompany Planning Groups.
Select Intercompany planning group 40 previously created.
Under Intercompany planning group members, select Item Allocation Keys.
Select Audio under the Unassigned Item Allocation Keys box, then select > to move it to the Assigned Allocation Keys box.
Close the page.

Set Base Calendar

Select DEMF as the legal entity , select Organization Administration > Setup > Calendars > Calendars.
You should see Calendar named Standard. On the top menu, select Working times.
Select Compose working times, select Standard under Calendar. Enable the Use Base Calendar button. Then set Start and End Date from 1 JAN 2023 to 31 Dec 2023.
Select OK.
In the Control column, set Open period as Master planning running date for today’s date.
Select Save.
On Working times, select on Add and then select Save.

Run an intercompany master plan

In USMF, select the Show navigation pane.
Open Master planning > Master Planning > Run > Intercompany master planning.
Select 40 for Intercompany planning group.
Select 2 for Number of intercompany planning iterations.
Select Regeneration for First iteration.
Select Net change for Subsequent iteration.
Acceot the default Track processing time setting as No.
Set Number of threads to 0.
Select Run in the background.
Set Batch processing toggle key to Yes
Select OK.

Exercise #3: Plan a production schedule from a master planning run (Bonus)

USMF has decided to plan the L0025 WLAN Radio software installed product from a production schedule that results from a master planning run

They are not sure how to do so and asked you to help.

Can you help?

You will have to do the following:

Configure item coverage
Create a scheduled
Kanban rule
Run master planning

Steps

Configure item coverage:

Go to Master planning > Setup > Item coverage.
Use the Quick Filter to filter on the Item number field with a value of L0025.
Select Item coverage.
Select New.
Set Minimum to 150.00.
In the Warehouse field, enter or select 13.
Select the General tab.
Select the Override time fences check box.
In the Automatic firming time fence (days) field, enter 1.
Select the Lead time tab.
Select the Production check box.
In the Production time field, enter 1.
Select Yes in the Working days field.
Select Save.
Close all forms.

Create scheduled kanban rule

Go to Product information management > Lean manufacturing > Kanban rules.
Select New.
In the Replenishment strategy field, select Scheduled.
In the First plan activity field, enter or select Final assembly
Collapse the Kanban rule section.
Expand the Details section.
In the Product field, enter or select L0025.
In the Configuration field, enter or select 01.
Select Save.
Close the page.

Run master planning

Go to Master planning > Master planning > Run > Master planning.
In the Master plan field, enter or select DynPlan.
Expand the Records to include to include section.
Select Filter.
In the Criteria field, enter or select L0025.
Select OK.
Select OK.

View results

Go to Master planning > Master planning > Planned orders
Use the Quick Filter to filter on the Item number field with a value of L0025 and press Enter.
Review planned kanbans for L0025.
Select the line with quantity of 150.
Select Supply schedule in the view tab on the action pane.
Verify the results. As you have learned, the kanbans were generated by Master planning.