Production planning setup in datatex now

1. 1. User Manual Datatex x 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 Document Designed by Muhammad Shoaib Asad
Page 1
2. 2. User Manual Datatex x Production Planning Set up 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 Document Designed by
Muhammad Shoaib Asad Page 2
3. 3. User Manual Datatex x Production Planning Set up Following screen will
appears Document Designed by Muhammad Shoaib Asad Page 3
4. 4. User Manual Datatex x Production Planning Set up 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. Document Designed by Muhammad Shoaib Asad
Page 4
5. 5. User Manual Datatex x Production Planning Set up 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; Document
Designed by Muhammad Shoaib Asad Page 5
6. 6. User Manual Datatex x Production Planning Set up 4. Enter the sequence
number = 10 and check the box of Item type 5. Press the + of same line.
screen will as Document Designed by Muhammad Shoaib Asad Page 6
7. 7. User Manual Datatex x Production Planning Set up 6. Press Rule
definition Document Designed by Muhammad Shoaib Asad Page 7
8. 8. User Manual Datatex x Production Planning Set up 7. Enter data as;
Contd . . . more left > > > > > Document Designed by Muhammad Shoaib
Asad Page 8
9. 9. User Manual Datatex x Production Planning Set up 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” Document Designed by Muhammad Shoaib Asad Page 9
10. 10. User Manual Datatex x Production Planning Set up 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. Document Designed by
Muhammad Shoaib Asad Page 10
11. 11. User Manual Datatex x Production Planning Set up 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. Document Designed by Muhammad
Shoaib Asad Page 11
12. 12. User Manual Datatex x Production Planning Set up 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. Document Designed by
Muhammad Shoaib Asad Page 12
13. 13. User Manual Datatex x Production Planning Set up 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 Document Designed by Muhammad Shoaib Asad Page 13
14. 14. User Manual Datatex x Production Planning Set up 15. The important
attribute here is Status in which the specific status are, a. On Queue; in
Queue b. Executing, in process (working) Document Designed by
Muhammad Shoaib Asad Page 14
15. 15. User Manual Datatex x Production Planning Set up 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. Document Designed by
Muhammad Shoaib Asad Page 15
16. 16. User Manual Datatex x Production Planning Set up 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, Document
Designed by Muhammad Shoaib Asad Page 16
17. 17. User Manual Datatex x Production Planning Set up 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;
Document Designed by Muhammad Shoaib Asad Page 17
18. 18. User Manual Datatex x Production Planning Set up Contd.. > > > >
Document Designed by Muhammad Shoaib Asad Page 18
19. 19. User Manual Datatex x Production Planning Set up Document Designed
by Muhammad Shoaib Asad Page 19
20. 20. User Manual Datatex x Production Planning Set up 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) Document
Designed by Muhammad Shoaib Asad Page 20
21. 21. User Manual Datatex x Production Planning Set up (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 Document Designed by Muhammad Shoaib Asad Page 21
22. 22. User Manual Datatex x Production Planning Set up 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” Document Designed by Muhammad Shoaib Asad Page 22
23. 23. User Manual Datatex x Production Planning Set up 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. Document Designed by Muhammad Shoaib Asad
Page 23
24. 24. User Manual Datatex x Production Planning Set up 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. Document Designed by
Muhammad Shoaib Asad Page 24
25. 25. User Manual Datatex x Production Planning Set up 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 Document Designed by Muhammad Shoaib Asad Page 25
26. 26. User Manual Datatex x Production Planning Set up c. Confirm/Delete
sequence = conf/del the selected record and all the lower levels Document
Designed by Muhammad Shoaib Asad Page 26
27. 27. User Manual Datatex x Production Planning Set up d. Confirm/Delete
level = conf/del all the records at the same level of the selected one.
Document Designed by Muhammad Shoaib Asad Page 27
28. 28. User Manual Datatex x Production Planning Set up e. Confirm/Delete
level sequence = conf/del all the records at the same level of the selected
one and all the lower levels. Document Designed by Muhammad Shoaib
Asad Page 28