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Sl No Setup

1 Define Exception Sets


2 Define Planning parameters
3 Define Planners
4 Define Forecast set
5 Define Forecast
6 Define MDS Name & Options
7 Define MPS Name & Options
8 Define MRP Name & Options
9 Load Forecast items

Type
(setup/data)
Set up
Set up
Data
Set up
Set up
Set up
Set up
Set up
Data

Module
MRP
MRP
INV
MRP
MRP
MRP
MRP
MRP
MRP

Functional
Area
Planning
Planning
Planning
Planning
Planning
Planning
Planning
Planning
Planning

Template Required?
Yes / No
yes
yes
yes
yes
yes
yes
yes
yes
yes

Data Loading Type


Manual / Script/DL
Manual
Manual
DL
Manual
Manual
Manual
Manual
Manual
DL

Core/Entity
Entity
Entity
Entity
Entity
Entity
Entity
Entity
Entity
Entity

Template
Exception set
Planning parameters
Planners
Forecast set
Forecast
MDS
MPS
MRP
Forecast items

Comments

Forecast Set
Forecast Set

Description

Bucket type

Level Inactive on

Consume

Outliner update

Backward Days

Forward Days

Advanced Planning collections

Forecast
Forecast

Description

Inactive on

Demand Classs

Customer

Shipt to Address

Bill to Address

Forecast Set
Forecast Set
Item Bucket

Date End Date

No of Buckets

Current

Confidence Percentage

MDS

Explanation of
Column Names
Column Names
Sample Data

Name of MDS
Name
CES-MDS

Description of MDS
Description
CES - Germany MDS

Demand Class

Release

Inactive on

Explanation of Column Names


Name of the MPS plan name
Column Names
Name
Sample Data

Plan run for All orgs OR multiple


Description of MPS
Description

orgs
Organization selection ( All/
Multiple)

Name of the Demand class


Demand Class

Relieve

Check box if we want the


releases to be done
automatically
Production
Inventory ATP

Inactive on

Planners

Explanation of
Column Names
Column Names
Sample Data

Planner code
Name

Employee
Description

Employee

Mail Address
Electronic Mail Address

Inactive On

Exception set

Explanation of
Column Names
Column Names
Sample Data

Name

Excess Quantity

Repetative Variance

Under utilization

Over Utilization

User defined time fence days

set up time

Utilization Time

Shortage eExcess excResource under utilized exceptions

Resource over utilized exceptions

Over Promised Exceptions

Repetative variance exceptions

Set up time exceptions

Utilization change exceptions

Planning Parameters
Snapshot Lock Tables
Default ABC Assignment group
Demand Time fence contol
Plan Safety stock
Net Purchases
Planning time fence control
Net WIP
Net Reservations
Material Scheduling Method
Planned Items
Include MDS days
Repetative Planning Parameters
Use
First Bucket Days
Second Bucket Days
Third Bucket Days
Anchor Date
First Horizon
Second Horizon

Order Start Date


All Planned items

Calendar dates