59537717 baanerp enterprise planning
TRANSCRIPT
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 1/43
Training Agenda
� Planning Overview
� Master data
� Planning Parameters
� Planning Process
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 2/43
Planning Overview
Baan ERP enterprise planning module acts as the core in entire Baan ERP suite and features utilities to
plan material requirements based on predefined set of demand and supply constraints.
This training document is based on Planning engine assumes the capacity availability as infinite &
based on ³Order based Planning with Master Plan´.
Infinite Planning (Planning without capacity constraints) : Infinite planning assumes that capacity
necessary for the production of an item are available or can easily be made available. Workload control
on the other hand, aims at generating a feasible production plan if there are constraints on the availability
of critical capacity.
Order based Planning : Supply is planned in the form of planned orders.
If you make the order horizon equal to the planning horizon, BaanERP will plan all the supply through
order-based supply planning.
Item Master Plan : An item master plan contains item-specific information by plan period about:
- Demand
- Supply
- Inventory
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 3/43
Planning Overview
RAW MTRL.
PRODUCTION
SUB ASSEMBLY
PRODUCTION
COMPONENTS
END
PRODUCT
Purchase Dept Production Dept
Sales DeptWarehouse
Co-ordination
Planning Dept
Goods Flow
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 4/43
Planning Overview
Only Production and Purchase represents the supply part of this configuration, and demand forecastsand Sales orders represent the demand Part.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 5/43
Planning Overview
The below diagram shows the inputs and outputs of an ideal planning run executed in Enterpriseplanning module..
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 6/43
Training Agenda
� Planning Overview
� Master data
� Planning Parameters
� Planning Process
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 7/43
Master Data
Enterprise planning is configured to rely on certain static data across all packages of Baan like.
- Warehouse ± Nettable / non-nettable
- Business partners ± Suppliers/customers
- General item data ± Type of item, units etc.
- Item ordering data ± Plan system, order policy, quantity settings, order interval etc.
- Plan item data - Default supply source, warehouse, plan level, horizons and time fences, extra
lead times
- Item supplier information ± various lead times. Supplier priority, Quantity restriction by supplier and item.
- Item production data ± Lead time, Phantom.
- Bill of Materials - Quantities, scrap, yield and warehouses.
Apart from above static various transactional data like open orders (purchase, production and sales),inventory levels.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 8/43
Master DataItem Ordering Data
Item Ordering Data :
Item Ordering data is used to set defaults for order generation.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 9/43
Order Settings
� The order policy for the item can be
� Make-to-order
� Anonymous
� The order system for the item can be� SIC
� Planned
� M anual
� The order method for the item can be:
� Lot-for-l ot
� Economic order quantity � Fixed order quantity
� Repl enish to ma ximum inventory
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 10/43
Order Settings
� The order policy for the item can be
� Make-to-order
� Anonymous
� The order system for the item can be� SIC
� Planned
� M anual
� The order method for the item can be:
� Lot-for- l ot
� Economic order quantity � Fixed order quantity
� Repl enish to ma ximum inventory
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 11/43
Order Settings
Order Qty Multiple of: The recommended order quantity must be a multiple of quantity that you specifyas the Order quantity multiple of. This order quantity setting is used if the order method for the item isLot for Lot, Economic Order Quantity and Replenish to Maximum Inventory.
Minimum Order Quantity: Baan always recommends an order quantity greater than or equal to theminimum order quantity, when planned orders are generated. This field is used for all Order methods.
Maximum Order Quantity: Baan always recommends an order quantity smaller than or equal to themaximum order quantity, when planned orders are generated. This field is used for all Order methods.
Fixed Oder Quantity: If the order method for the item is fixed order quantity then this field value is usedby the Baan to create planned orders
Economic order Quantity: If the order method for the item is Economic order quantity then this fieldvalue is used by the Baan to create planned orders
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 12/43
Item Ordering Data :
Item Ordering data is used to set defaults for order generation.
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 13/43
Safety Stock: The buffer inventory necessary to meet fluctuations in demand and delivery lead time. It
is a quantity of stock planned to be in inventory to protect against fluctuations in demand and supply
Safety Time: The time you can add to the normal lead time to protect delivery of goods against
fluctuation in the lead time so that an order can be completed before its real need date..
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 14/43
Order Interval: The minimum number of days between two orders for the same item. Te order interval
is used in order to prevent too many planned orders in one time period..
Master DataItem Ordering Data
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 15/43
Master DataPlan Item Data
A Plan Item is an item with a Planned order system. These items are first defined in Item Base
Data module. Then we can maintain planning related data for these item in plan item Data. A plan
item can also be a product family.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 16/43
Master DataPlan Item Data
The most important data that you define in the Plan Item Data (cprpd1500m000) session is :
± Plan level
± Plan item type
± Default warehouse
± Default supply source
± Planning horizon ± Order horizon
± Maintain Master Plan
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 17/43
Master DataPlan Item Data
Plan Level & Plan item Type : The plan level is a level within a hierarchical planning structure. If
you plan on a higher plan level, plans are general and less detailed. We will do the planning item
level. As we set the Plan Item Type field in the Plan Item Data (cprpd1500m000) session to
µItem¶.
Default Warehouse: The default warehouse is the warehouse from and to which the item is
normally delivered.
Default Supply Source :The default supply source is either Production, Purchase, or Distribution.
This does not necessarily correspond with the item type (Manufactured or Purchased), but
generally the for manufactured item the default supply source production and for item type
purchase default supply source is purchase. You can overrule the default supply source by
defining a sourcing strategy for the plan item.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 18/43
Master DataPlan Item Data
Planning Horizon: The planning horizon is the number of days in the future for which BaanERP
Enterprise Planning plans supply. You must make the planning horizon no longer than
necessary. Short planning horizons improve system performance.
Order Horizon: The order horizon is a very important parameter. Together with the planning
horizon, it determines which method is used for supply planning in a particular plan period. The
use of the order horizon and the planning horizon is illustrated is figure below.
If you make the order horizon equal to the planning horizon, BaanERP plans all supply throughorder-based supply planning.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 19/43
Master DataPlan Item Data
Item Master Plan : If you select the Maintain Master Plan check box, BaanERP maintains an item
master-plan for the item. The advantage of defining ³Item Master Plan´ for an item is that we can
manually enter the demand forecasting and can see the consumption of forecast by actual
demand. Item master plan for an item shows the demand and supply for a plan item by plan
period.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 20/43
Master DataPlan Item Data
Item Master Plan : The disadvantage of maintaining an item master-plan is that it has an adverse
effect on system performance. Therefore, you must only maintain an item master plan if you
need specific master-plan functionality.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 21/43
Master DataPlan Item Data
Time Fence :The date until which an item's supply plan and planned orders are frozen. The time
fence is expressed as a number of working days from the date Planning is carried out.
Enterprise Planning does not regenerate the planned orders within the time fence. However, this
can be overruled through simulate orders. So The time fence is meant to prevent:
� Disturbance of orders that have already started (at the shop-floor level).
� Generation of planned orders with start dates in the past (that is, orders that are late).
Usually, the lead time of an item's production process is a reasonable value for the time fence.
Forecast Time fence: The date until which ERP Enterprise Planning ignores the demand forecast
when generating planned orders. The forecast time fence is expressed as a number of working
days from the date Planning is carried out. Within the forecast time fence, Enterprise Planning
only considers actual customer orders. Beyond the forecast time fence, total demand is a
combination of actual orders and forecasts.
A reasonable value for the forecast time fence is the minimum time period between the receipt of customer orders and the requested delivery dates.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 22/43
Master DataPlan Item Data
Lead Time : Order planning contains the simulation of orders to meet demand. Part of the
simulation is the calculation of orders dates, the simulation determines requirement for an item
and generates planned orders with start and finish date. The calculation of these start and finish
dates depends on the requirement. Calculation of start and finish date is in fact the planning of
lead times.
For Manufactured item the EP takes Lead time from Item Production data and for the Purchaseditem the Lead time is taken from Item supplier information.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 23/43
Master DataItem Supplier Information
Item Supplier Information : The Item supplier Information Contains following main information :
± Approved / Blocked
± Priority
± Sourcing percentage
± Lead Time Components (calculated)
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 24/43
Training Agenda
� Planning Overview
� Master data
� Planning Parameters
� Planning Process
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 25/43
Planning Parameters
Scenarios:
A scenario is an umbrella for a specific set of planned orders that were planned according toscenario dependent parameter settings. In this way a user can simulate several situations.
- Plan Start date: Determines the start date of the time frame in which EP is capable of planning. It does not determine the date from where the goods flow is read. Also the goodsflow transactions before plan start date are considered and put on the start date of the
scenario. Note that it is strongly advised to define a start date in the past. Preferably so far inthe past that all open transactions (like unfinished sales orders) are within the scenario startand finish date.
- Plan Finish date: determines the end of the range where EP is capable of planning. Incontrast to the start date, it determines until which date the goods flow is read.
- Rolling Plan: this determines the whether the plan is rolled yes or no. This means that theplan periods are rolled when time goes by. Rolling is done when running the session .Roll,Initialize, Update Scenario.
Since the planning process is an iterative process that is subject to many changes beforereleasing the final planning to execution level takes place, it should be possible to edit andevaluate the planning easily. The simulation and evaluation capabilities are supported viasimulation scenarios.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 26/43
Planning Parameters
Scenarios:
Only one scenario can be the actual. Actual means that the scenario represents the plan that would
be are really going for execution. Only from the actual scenario it is possible to transfer the
planned orders to execution level. To determine which scenario is actual, the user should define
the scenario in the EP parameters session.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 27/43
Planning Parameters
Plan Periods & Rolling :
Planning is performed in buckets. A bucket is a plan period of predefined length for which a separate
forecast and production schedule is determined. Often the plan periods are small (days/weeks)
in the near future and long (months) far into the future, because it is harder to forecast in detail
far into the future.
So the plan periods become longer further into the future, which means that as time progress , the
division of periods in front is changing. This is not desired, because the detail of forecasting andplanning must be the same every time the master planner generates, evaluates, and delivers a
new planning. This is supported by rolling, which is controlled by data Rolling Plan, Reference
Date, and Rolling Frequency at the scenario.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 28/43
Planning Parameters
Plan Periods & Rolling :
Refer the picture to understand the idea of Rolling. In the picture it is depicted that the division of
plan periods changes in time from 7 days, to 14 days, and finally 28 day periods. The reference
date defines the date on which the scenario can be rolled for the first time. The rolling frequency
determines the cycle of rolling the scenario after the reference date. So, when the rolling
frequency is 7 days and the reference date falls on a specific Sunday, the scenario can be rolled
every Sunday. Note that it is not mandatory to roll every week when the frequency is 7 days.When it is rolled after 17 days, the scenario is rolled 2 weeks in time (multiple of 7).
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 29/43
Planning Parameters
Plan Periods & Rolling :
In the following situations, you must use the Initialize, Roll, and Update Scenario (cprpd4200m000)
session to initialize or roll a scenario: .
± When you create a new scenario, you must run this session to initialize it.
± When you change a scenario¶s plan-period definition, you must run this session to reinitialize the
scenario.
± If a scenario is defined as a rolling plan, you must regularly run this session to roll the scenario
(that is, shift it forward in time).
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 30/43
Planning Parameters
Phase numbers & Re-compute Phase numbers :
Plan items must be planned in a specific order because the material requirements for the
manufacturing or supply of one plan item influence the logistic plans of other plan items. As
most items are planned based on dependent demand coming from parent items, it is important
that the items are planned in the correct order, so no demand is missed.
To determine the order in which items must be planned, the planning engine uses phase numbers.
The order planning engine uses phase numbers and it is based on the Bill of Materials. Thehigher the phase number, the lower the planning order, it means items with phase number 0 will
be planned first. Each plan item receives a phase number, which is stored in the Plan Item Data
session.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 31/43
Planning Parameters
Signals by Planner:
Planning process generates signals. Signals are basically messages, warnings and suggestions to
implement or take note of.
Cancel Order: Part of the order or part of the supply plan can be canceled, because there is no
demand for it (for example, because a sales order has been canceled). The signal includes an
indication of the quantity that is superfluous. This signal is also generated for redundant orders
within the time fence. Lot size parameters (e.g. minimum order quantity) are not taken intoaccount when creating this signal.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 32/43
Planning Parameters
Signals by Planner:
Planning process generates signals. Signals are basically messages, warnings and suggestions to
implement or take note of.
Reschedule In: Part of the order must be delivered earlier. The quantity attached to the signal
indicates the quantity to be rescheduled; the signal itself states to which date this quantity must
be rescheduled. The reschedule in signal is only generated for firm orders outside the time
fence.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 33/43
Planning Parameters
Signals by Planner:
Planning process generates signals. Signals are basically messages, warnings and suggestions to
implement or take note of.
Reschedule Out: Part of the order can be delivered later (for example, because of postponed
customer orders). The quantity attached to the signal indicates the quantity to be rescheduled;
the signal itself states to which date this quantity must be rescheduled. The reschedule out signal
is only generated for firm orders outside the time fence.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 34/43
Training Agenda
� Planning Overview
� Master data
� Planning Parameters
� Planning Process
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 35/43
Planning Process
MRP Execution:
Planning process actually involves the following three activities.
� Re-compute phase numbers.
� Initialize, update and Roll scenario if needed.
� Simulate orders.
The above three steps constitute the actual planning process, in which the exact planning is carried
out in ³Simulate Order´ Process.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 36/43
Planning Process
MRP Execution:
Initialize, Roll and update scenario will make sure new plan items are also initialized into the
scenario with master plans (i.e make an entry in Item master Plan session as per plan item data
default) and also gets the scenario rolled based on rolling frequency and reference date.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 37/43
Planning Process
MRP Execution:
Simulate Orders is the actual planning process, It determines demand for every plan item based on
the forecast, customer orders and generates Planned Purchase and Planned Production orders
based on all the master data configured for items. A Planned order has a start date, finish date
requirement date and quantity of the item. This process also updates the Time phased planning
overview table, which can be seen through ³Time Phased planning overview ³session. Also
simulate orders updates signals by item and planner on case to case basis.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 38/43
Planning Process
Post - MRP activities:
On completion of MRP, based on generated signals the planner/buyer has to decide on
implementing the signals. The generated planned orders needs to be transferred for execution,
that has to be done as follows.
1. Confirmation of Planned orders
2. Transfer of Planned orders
Confirmation of planned orders has to be executes session ³Confirm Planned orders´ This process
updates the status of a planned order to ³Confirmed´, hence making it ready for transferring to
execution.
Transfer of planned orders has to be executed by session ³Transfer Planned orders´ . This process
transfers the planned orders to execution, which means Planned purchase orders will get moved
to ³Purchase control´ module as Purchase orders and Planned Production orders will be moved
to ³Shop floor control´ module as Production orders with ³Planned´ status. On transferring
Planned orders are deleted from system automatically.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 39/43
Planning Process
Post - MRP activities:
1. Confirmation of Planned orders
Confirmation of planned orders has to be executes session ³Confirm Planned orders´ This process
updates the status of a planned order to ³Confirmed´, hence making it ready for transferring to
execution.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 40/43
Planning Process
Post - MRP activities:
2. Transfer of Planned orders
Transfer of planned orders has to be executed by session ³Transfer Planned orders´ . This process
transfers the planned orders to execution, which means Planned purchase orders will get moved
to ³Purchase control´ module as Purchase orders and Planned Production orders will be moved
to ³Shop floor control´ module as Production orders with ³Planned´ status. On transferring
Planned orders are deleted from system automatically.
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 41/43
Planning Process
Post - MRP activities:
2. Transfer of Planned orders (Form 1)
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 42/43
Planning Process
Post - MRP activities:
2. Transfer of Planned orders (Form 2)
8/6/2019 59537717 BaanERP Enterprise Planning
http://slidepdf.com/reader/full/59537717-baanerp-enterprise-planning 43/43
Planning Process
Post - MRP activities:
2. Transfer of Planned orders (Form 3)