Baan Enterprise Planning Resource Planning Data

Transcription

1 Baa Eterprise Plaig Resource Plaig Data Module Procedure UP013A US

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3 Documetiformatio Documet Documet code : UP013A US Documet group : User Documetatio Documet title : Resource Plaig Data Applicatio/Package : Baa Eterprise Plaig Editio : A Date : August 1998 Copyright 1998 Baa Developmet B.V. All rights reserved The iformatio i this documet is subject to chage without otice. No part of this documet may be reproduced, stored or trasmitted i ay form or by ay meas, electroic or mechaical, for ay purpose, without the express writte permissio of Baa Developmet B.V. Baa Developmet B.V. assumes o liability for ay damages icurred, directly or idirectly, from ay errors, omissios or discrepacies betwee the software ad the iformatio cotaied i this documet. Resource Plaig Data

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5 Table of cotets 1. The Resource Plaig Data (RPD) module i BaaERP The fuctio of RPD i BaaERP The modules that are related to RPD RPD s fuctioal procedures Overview of the master data To cofigure ad iitialize Baa Eterprise Plaig To maitai master data To defie scearios To set up pla periods To defie pla uits To defie pla items To defie resources To work with caledars To defie supply-chai data To set up distributio requiremets plaig (DRP) To iitialize, roll, ad update scearios To iitialize scearios To roll the sceario 4-1 Resource Plaig Data i

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7 About this documet Read this documet to get a overview of the Resource Plaig Data (RPD) module s fuctioality ad to lear more about the fuctioal procedures that are related to RPD. You eed o detailed kowledge of the BaaERP software to read this documet. However, you are more likely to uderstad the cotets if you are familiar with: The overall structure of packages, modules, ad sessios i the BaaERP software The geeral busiess procedures used i everyday busiess practice The basic cocepts of eterprise resource plaig For detailed descriptios of the module s sessios, refer to BaaERP s comprehesive olie Help. To use this documet Read Chapter 1, The Resource Plaig Data (RPD) module i BaaERP, if you wat to kow more about: The fuctio of RPD i BaaERP The relatioship of the module with other modules The module s fuctioal procedures The master data that you ca maitai i RPD Read Chapter 2, To cofigure ad iitialize Baa Eterprise Plaig, if you wat to kow more about the actios that must be carried out before you ca use Baa Eterprise Plaig. Read Chapter 3, To maitai master data, if you wat to kow about the way you ca maitai the master data for Baa Eterprise Plaig. Read Chapter 4, To iitialize, roll, ad update scearios, if you wat to kow more about the procedure that you must perform i certai situatios, i order to keep the scearios ready for use. Resource Plaig Data 1

8 Acroyms used i this documet BCM Bill of Critical Material BOM Bill of Material BRG Eterprise Modeler CCP Cetral Caledar Maagemet CLP Cyclic Plaig CTP Capable to Promise DRP Distributio Requiremets Plaig DSP Demad ad Sales Plaig EDI Electroic Data Iterchage EMM Eterprise Modelig Maagemet IBD Item Base Data IPD Item Productio Data PAT Pla Aggregatio ad Trasfer PUR Purchase Cotrol RAO Resource Aalysis ad Optimizatio RMP Resource Master Plaig ROU Routig RPD Resource Plaig Data RRP Resource Requiremets Plaig SFC Shop Floor Cotrol SLS Sales Cotrol WLC Work Load Cotrol Leged Madatory sessio Optioal sessio Madatory busiess object Optioal busiess object CF PCS PCS Idicates a madatory sessio Idicates a optioal sessio Idicates a madatory busiess object Idicates a optioal busiess object Idicates a package Idicates a module Idicates a module that is described i the module procedure Resource Plaig Data 2

9 1. The Resource Plaig Data (RPD) module i BaaERP This chapter provides iformatio about: The fuctio of RPD i BaaERP RPD s fuctioal procedures The modules that are related to RPD The master data that is defied i RPD 1.1 The fuctio of RPD i BaaERP Baa Eterprise Plaig offers you flexibility i the plaig strategies that you ca apply. You ca simulate a umber of scearios ad experimet with variables such as: Productio capacity Resource caledar Supplyig relatioships Sourcig strategies You ca defie these scearios ad most of the plaig parameters i the RPD module. You ca also use the RPD module to iitialize master plas. Figure 1 shows how the RPD module is positioed i BaaERP. Productio Sales SFC RPD Coordiatio ad plaig RRP RMP SLS IBD IPD BOM ROU Basic data Purchase PUR Figure 1, The RPD module i BaaERP RPD is a basic data module i which, you maitai the geeral parameters ad the state-idepedet plaig data for Baa Eterprise Plaig package. Resource Plaig Data 1-1

10 The Resource Plaig Data (RPD) module i BaaERP 1.2 The modules that are related to RPD Figure 2 shows the modules that are related to RPD. Required data Use of RPD IBD EMM ROU CCP BRG BOM RPD DSP RRP PAT RMP WLC CLP RAO Figure 2, The modules that are related to the RPD module Required data The RPD module uses data from several other modules: The items that are defied i the Item Base Data (IBD) module form the basis of the pla items i RPD. You ca lik a caledar from the Cetral Caledar Maagemet (CCP) module to a resource. You ca also copy a caledar from CCP to a plaig caledar. The Eterprise Modelig Maagemet (EMM) module provides the clusters of warehouses that you use to defie supplyig relatioships. Use the compaies that are defied i EMM to defie the pla sites of a multisite sceario ad the supplyig relatioships. I the Eterprise Modeler (BRG) module you defie eterprise uits. If a logistic compay does ot use oe stadard caledar, but several caledars, you ca divide the compay ito eterprise uits, ad lik a differet caledar to each eterprise uit. The work ceters that are defied i the Routig (ROU) module serve as the resources i Baa Eterprise Plaig. You also defie the bills of critical capacities i ROU. I the Bill of Material (BOM) module you defie bills of material, bills of critical material, ad the aggregatio relatioships o which Baa Eterprise Plaig bases its plaig calculatios. Resource Plaig Data 1-2

11 The Resource Plaig Data (RPD) module i BaaERP Applicatio of the data The basic data that you defie i the RPD module iflueces the plaig process i the followig modules: The Resource Master Plaig (RMP) module The Demad ad Sales Data (DSP) module The Workload Cotrol (WLC) module The Resource Requiremets Plaig (RRP) module The Cyclic Plaig (CLP) module Read the followig documets to lear more about these plaig modules: Master-Based Plaig (RMP/DSP/WLC) (UP012A US) Order-Based Plaig (RRP/CLP) (UP014A US) The RPD module is also related to the followig modules: The Resource Aalysis ad Optimizatio (RAO) module displays the sigals that are geerated i the Iitialize, Roll ad Update Sceario (cprpd4200m000) sessio. The Pla Aggregatio ad Trasfer (PAT) module aggregates or disaggregates master-pla data. This (dis)aggregatio process is iflueced by the pla-item data that is defied i RPD. 1.3 RPD s fuctioal procedures To cofigure ad iitialize To maitai master data To iitialize, roll, ad update scearios I this documet, the followig fuctioal procedures are distiguished: To cofigure ad iitialize Baa Eterprise Plaig To maitai master data To iitialize, roll, ad update scearios Before you ca pla i Baa Eterprise Plaig, you must follow a procedure to istall ad cofigure the package ad to iitialize its parameters. A admiistrator usually performs these tasks. The procedure cosists of oly two sessios: EP Parameters (cprpd0100s000) Performace Parameters (cpcom0100s000) The primary purpose of RPD is to set up ad maitai the master data for Baa Eterprise Plaig, ad to model the supply-chai structure. The mai elemets of the master data are briefly itroduced i the ext sectio. Before you ca work with a item s master pla, you must iitialize the sceario for that item. You must repeat this actio i certai cases, for example, if the pla-period defiitio has chaged. I the case of a rollig pla, you ca use the same procedure to roll the sceario forward i time. Resource Plaig Data 1-3

12 The Resource Plaig Data (RPD) module i BaaERP 1.4 Overview of the master data You ca maitai the followig master data i this module: Scearios Pla uits Pla items Resources Supply-chai data Classes Scearios A sceario idetifies a set of master plas ad plaed orders for pla items. Use various scearios to test ad compare alterative plaig solutios, to fid the best set of parameters for items ad resources. For example, you ca vary demad forecasts, add resources, or chage priority settigs. Oly oe of the scearios is the actual sceario. The followig types of iteractio betwee Baa Eterprise Plaig ad the other packages i BaaERP are based o (or are applied to) the actual sceario: Trasfer of productio plas ad plaed orders to the executio level of BaaERP ATP/CTP checks at the executio level Olie master pla updates from the executio level Pla uits A pla uit groups a set of pla items that share the productio capacity of certai resources. Pla uits are oly used for workload cotrol (a master-based plaig method that takes material ad/or capacity costraits ito accout). A pla uit ofte correspods to a productio departmet. Usually, o more tha three to five pla uits are distiguished i a productio system. Pla items A pla item is a item with a Plaed order system. These items are first defied i the Item Base Data (IBD) module. You ca maitai plaig-related data for these items i the RPD module. A pla item ca also be a product family. A product family is a group of similar pla items which are aggregated to give a more geeral pla tha the oe devised for idividual items. Resource Plaig Data 1-4

13 The Resource Plaig Data (RPD) module i BaaERP Resources A resource is a source of productio capacity. For example, a resource ca be a group of machies or employees that work together as a uit. A resource i Baa Eterprise Plaig is a work ceter i Baa Maufacturig. A operatio performed to maufacture a item requires a certai amout of capacity from a resource (for example, productio hours). The capacity of the resource ca be a costrait i the plaig. You ca specify the availability of a resource by defiig the resource caledar. Supply chai data Material requiremets ca be covered by three types of orders: Productio orders Purchase orders Distributio orders Distributio orders model the plaed movemet of goods betwee warehouse locatios. Distributio orders are especially suitable for multisite situatios. By meas of sourcig strategies, allocatio rules, ad supplyig relatioships you ca cotrol: The choice betwee productio orders, distributio orders, ad purchase orders The selectio of suppliers Classes Classes are used to group items accordig to oe or more features. A class is a feature or a group of features. For example, if the color of items is a importat feature whe you pla a certai resource, you ca defie color as a class. Classes are used to easily defie cycle costraits, which are used i cyclic plaig. For more iformatio o cyclic plaig, see the Order-Based Plaig (RRP/CLP) (UP014A US) module procedure. Resource Plaig Data 1-5

14 The Resource Plaig Data (RPD) module i BaaERP Resource Plaig Data 1-6

15 2. To cofigure ad iitialize Baa Eterprise Plaig Before you ca use Baa Eterprise Plaig, a admiistrator must carry out the followig actios: Defie the item segmetatio Iitialize parameters Set the performace parameters Figure 3 shows the steps i the procedure. 1 Segmeted Domais (ttgfd4122m000) 2 Scearios (cprpd4500m000) 3 EP Parameters (cprpd0100s000) 4 Performace Parameters (cpcom0100s000) Figure 3, To cofigure ad iitialize Baa Eterprise Plaig Step 1 Step 2 Step 3 Step 4 The procedure cosists of the followig steps: Defie the item segmetatio Use the Segmeted Domais (ttgfd4122m000) sessio to defie the item segmetatio. This must be performed by a admiistrator. Oce defied, the item segmetatio caot easily be chaged. Defie the actual sceario Defie a sceario i the Scearios (cprpd4500m000) sessio, which ca be used as the actual sceario. EP Parameters (cprpd0100s000) Use the EP Parameters (cprpd0100s000) sessio to specify the parameters for Baa Eterprise Plaig. The first time that you use this sessio, BaaERP sets the parameters to their default values. I this sessio, you also specify the actual sceario. Performace Parameters (cpcom0100s000) Use the Performace Parameters (cpcom0100s000) sessio to set a umber of parameters that ifluece system performace. Resource Plaig Data 2-1

16 To cofigure ad iitialize Baa Eterprise Plaig Resource Plaig Data 2-2

17 3. To maitai master data Note This chapter outlies how you ca use RPD: To defie scearios To set up pla periods To defie pla uits To defie pla items To defie resources To work with caledars To defie supply-chai data You ca carry out most of these activities i ay order: there is o madatory sequece of steps. 3.1 To defie scearios Multisite scearios Use the Scearios (cprpd4500m000) sessio to defie scearios. A sceario represets oe possible plaig situatio; you ca defie various scearios, ad use these to compare alterative plaig solutios. The followig types of data are sceario-depedet: Simulatio parameters Plaig caledars Simulatio results, for example Master plas ad plaed orders Capacity requiremets Material requiremets Utilizatio of resources If you select the Rollig Pla check box, the plaig horizo ad pla period divisio is regularly shifted forward i time, accordig to the rollig frequecy that you defie. A sceario ca also be a multisite sceario. A multisite sceario coordiates a umber of local scearios. Defie the local sites that belog to a multisite sceario i the Pla Sites (cprpd4140m000) sessio. 3.2 To set up pla periods Importat Use the Pla Periods (cprpd4120m000) sessio to divide the total plaig horizo ito a umber of pla periods. These pla periods are the time buckets of the item master-plas, chael master-plas, ad resource master-plas. Pla periods ca have uequal legths. Every sceario must have pla periods, eve if you do ot use master-based plaig. Chages i the pla-period defiitio take effect after you update the scearios by usig the Iitialize, Roll ad Update Sceario (cprpd4200m000) sessio. Resource Plaig Data 3-1

18 To maitai master data 3.3 To defie pla uits Prerequisites The pla uit groups pla items that must be plaed together. You ca use pla uits to maage the complexity of the plaig process. You eed to defie pla uits for workload cotrol oly (a master-based productio plaig method that takes material ad/or capacity costraits ito accout). I order-based plaig, BaaERP igores the pla uits. Before you defie pla uits, you must idetify which pla items eed to be plaed together (because they use the same critical materials ad/or critical resource capacity). A umber of restrictios apply to the defiitio of pla uits. These restrictios are explaied i the olie Help. Figure 4 shows the steps i the pla-uit defiitio procedure. 1 Pla Uits (cprpd6500m000) 2 Pla Item Data (cprpd1500m000) 3 Recompute Phase Numbers (cprpd6200m000) Figure 4, To defie pla uits Step 1 Step 2 Step 3 The procedure cosists of the followig steps: Pla Uits (cprpd6500m000) Defie the pla uits i the Pla Uits (cprpd6500m000) sessio. Select the plaig egie for the pla uit o the basis of the characteristics of the pla items ad the resources that they use i the pla uit. This plaig egie is used for master-based plaig. Assig pla items to pla uits Assig pla items to pla uits by eterig the pla uits i the Master Pla Uit field i the Pla Items (cprpd1101s000) sessio. Recompute Phase Numbers (cprpd6200m000) The phase umber of a pla uit specifies the order i which BaaERP plas pla uits ad items. I geeral, the productio of a maufactured item is plaed before its materials are plaed. Resource Plaig Data 3-2

19 To maitai master data You must also recompute the phase umbers after a chage i the bill of critical material (BCM). If the Olie Phase Number Update check box i the EP Parameters (cprpd0100s000) sessio has is, BaaERP updates the phase umbers automatically wheever the BOM or the BCM chages. 3.4 To defie pla items To prepare a item for the plaig process, you must carry out the procedure outlied i figure 5. 1 Geeral Item Data (tcibd0501m000) 2 Item Orderig Data (tcibd2500m000) 3 Pla Item Data (cprpd1500m000) Figure 5, To defie pla items Step 1 Step 2 Step 3 Default data Cluster segmet The procedure cosist of the followig steps. Geeral Item Data (tcibd0501m000) Defie the item i the Geeral Item Data (tcibd0501m000) sessio. The item type is usually either Maufactured or Purchased. (However, Baa Eterprise Plaig does ot use this iformatio). Item Orderig Data (tcibd2500m000) Set the order system of the item to Plaed i the Item Orderig Data (tcibd2500m000) sessio. Pla Item Data (cprpd1500m000) Use the Pla Item Data (cprpd1500m000) sessio to specify how the pla item must be plaed. Various types of parameters are ivolved; the most importat of these parameters are explaied below. If you must eter a large umber of items, rather specify default plaig data i the Pla Item Data Defaults (cprpd1510m000) sessio. You must specify the default data by item group ad item type. If you defie a item with Plaed order system i the IBD module, BaaERP automatically fills i the pla-item data, based o the defaults. The item code of pla items starts with a cluster segmet. If a code has bee etered i the cluster segmet, the item is a clustered item. The clustered item represets a pla item i a distributio warehouse (oettable warehouse). You ca use clustered items to model distributio plaig. Resource Plaig Data 3-3

20 To maitai master data Pla level For more iformatio, see sectio 3.7, To defie supply-chai data, ad sectio 3.8, To set up distributio requiremets plaig (DRP). The most importat data that you defie i the Pla Item Data (cprpd1500m000) sessio is: Pla level Pla item type Default warehouse Default supply-source Plaig horizo Order horizo Maitai master pla The pla level is a level withi a hierarchical plaig structure. If you pla o a higher pla level, plas are geeral ad less detailed. Figure 6 shows a example of a structure of pla levels. Pla level 1 Bicycle Pla level 2 Moutai bike Racig bike Pla level 3 Model M-1 Model M-2 Model R-1 Model R-2 Figure 6, Example of product families ad pla levels Product families Pla level 1 is the highest pla level; the higher the umber, the lower the pla level. You ca group pla items ito product families. I the example i figure 6, the bicycle item is a product family. This product family is a aggregatio of the moutai bike item ad the racig bike item. The moutai bike ad the racig bike are also product families. If you have 10 customer orders for each model (M-1, M-2, R-1, ad R-2), BaaERP ca aggregate these orders to 40 customer orders for the bicycle item. Resource Plaig Data 3-4

21 To maitai master data To defie a product family, carry out the procedure outlied i figure 7. 1 Geeral Item Data (tcibd0501m000) 2 Pla Item Data (cprpd1500m000) 3 Aggregatio Relatioships (tibom2510m000) Figure 7, To defie product families Step 1 Step 2 Step 3 Default warehouse Default supply source The procedure cosists of the followig steps: Geeral Item Data (tcibd0501m000) You must defie a product family as a item i the Geeral Item Data (tcibd0501m000) sessio. Pla Item Data (cprpd1500m000) Set the Pla Item Type field i the Pla Item Data (cprpd1500m000) sessio to Family. Aggregatio Relatioships (tibom2510m000) Defie the aggregatio relatioships betwee product families ad their costituets (subitems) by usig the Aggregatio Relatioships (tibom2510m000) sessio. A product family has practically the same fuctioality as other pla items. You ca geerate plaed productio orders for families just as you would do for other items. However, ormally you do ot defie BOMs ad routigs for product families. By geeratig plaed productio orders for families, you ca carry out the plaig ad reserve resources. At the very last momet, you ca decide which of the subitems you will actually produce. The default warehouse is the warehouse from ad to which the item is ormally delivered. The default supply source is either Productio, Purchase, or Distributio. This does ot ecessarily correspod with the item type (Maufactured or Purchased). You ca overrule the default supply source by defiig a sourcig strategy for the pla item. Resource Plaig Data 3-5

22 To maitai master data Plaig horizo Order horizo The plaig horizo is the umber of days for which Baa Eterprise Plaig maitais plaig data. Beyod this horizo, Baa Eterprise Plaig maitais o plaig data ad plas o supply. You must make the plaig horizo o loger tha ecessary. Short plaig horizos improve system performace. The order horizo is a very importat parameter. Together with the plaig horizo, it determies which method is used for supply plaig i a particular pla period. The use of the order horizo ad the plaig horizo is illustrated is figure 8. Item master pla (icludig demad pla, ivetory pla, ATP) Master-based supply plaig Order-based supply plaig Order horizo Curret date Plaig horizo Figure 8, Order horizo ad plaig horizo Maitai master pla Withi the order horizo, supply is plaed through plaed orders (orderbased supply plaig). Beyod the order horizo, supply is plaed through a supply pla (master-based supply plaig). Istead of combiig both supply-plaig methods, you ca also choose betwee them: If you set the order horizo to zero, BaaERP plas all supply through master-based supply plaig. If you make the order horizo equal to the plaig horizo, BaaERP plas all supply through order-based supply plaig. For more iformatio o master-based supply plaig ad order-based supply plaig, see the followig module procedures: Master-Based Plaig (RMP/DSP/WLC) (UP012A US) Order-Based Plaig (RRP/CLP) (UP014A US) If you select the Maitai Master Pla check box, BaaERP maitais a item master-pla for the item. If you wat to make use of master-based supply plaig for a item, you must maitai a item master-pla. Resource Plaig Data 3-6

23 To maitai master data If you oly use order-based supply plaig for a item, the item master pla is optioal. The advatage of maitaiig a item master pla is that you have access to the followig types of master-pla fuctioalities over the full plaig horizo: Capable to promise Demad forecastig (ad cosumptio of forecast by actual demad) Forecast-based ivetory-plaig Capable-to-promise (CTP) techiques Chael plaig The disadvatage of maitaiig a item master-pla is that it has a adverse effect o system performace. Therefore, you must oly maitai a item master pla if you eed specific master-pla fuctioality. If you wat to maitai a master pla, you must first iitialize it with the Iitialize, Roll ad Update Sceario (cprpd4200m000) sessio. The Pla Item Data (cprpd1500m000) cotais a umber of fields by which you ca cotrol the capable-to-promise (CTP) fuctioality. You ca fid details about CTP i the Master-Based Plaig (RMP/DSP/WLC) (UP012A US) module procedure, ad i the olie Help. 3.5 To defie resources You ca maitai additioal plaig attributes ad features that are related to work ceters i Baa Eterprise Plaig. I Baa Eterprise Plaig, work ceters are referred to as resources. To defie resources, use the procedure outlied i figure 9. 1 Work Ceters (tirou0501m000) 2 Resources (cprpd2500m000) Figure 9, To defie resources Step 1 The procedure cosists of the followig steps: Work Ceters (tirou0501m000) Defie the resources as work ceter i the Work Ceters (tirou0501m000) sessio i Baa Maufacturig. Resource Plaig Data 3-7

24 To maitai master data Resource caledar Step 2 Load the resources i Baa Eterprise Plaig Load the resources i Baa Eterprise Plaig as follows: 1 Start the Resources (cprpd2500m000) sessio 2 Choose the Load ERP commad Defie the parameters for each resource i the Resources (cprpd2500m000) sessio. You ca lik a plaig caledar or a cetral caledar to the resource. The defiitio of caledars is explaied i the followig sectio. 3.6 To work with caledars I Baa Eterprise Plaig, you ca use two types of caledars: Plaig caledars, defied i the RPD module Cetral caledars, defied i the CCP module Cetral caledars are also used at the executio level of BaaERP (for example, i the SFC module). Plaig caledars, o the other had, are especially meat for simulatio purposes. For example, you ca simulate the cosequeces of workig oe hour loger every day, or the cosequeces of icreasig the umber of resource uits. The caledars that are used i Baa Eterprise Plaig are liked to a resource or to a eterprise uit. To defie a compay caledar by desigate a specific resource as the compay-caledar provider, ad lik a caledar to that resource. (You must ot use this resource for productio plaig.) Baa Eterprise Plaig applies the followig rules whe you select a caledar: To pla at a resource, use the resource caledar. To pla at a work ceter that is ot a resource, use the caledar of the eterprise uit that is liked to the work ceter is used (see the Departmets (tcemm1524m000) sessio ad the Eterprise Uits (tgbrg0530m000) sessio). To pla aspects that are ot related to a work ceter (for example, fixed lead time), use the caledar of the default eterprise-uit of the item (see the Pla Item Data (cprpd1500m000) sessio ad the Eterprise Uits (tgbrg0530m000) sessio). If oe of these caledars is ot available, Baa Eterprise Plaig uses the compay caledar. If o compay caledar is available either, a stadard caledar of five workig days a week is used, usig the basic capacity ad basic umber of resource uits defied for the resource or the compay-caledar provider. Resource Plaig Data 3-8

25 To maitai master data To defie a cetral caledar To defie a plaig caledar For iformatio o how to defie a cetral caledar, see the Cetral Caledar Maagemet ad Periods (UP019A US) module procedure. You ca defie a plaig caledar by usig the procedure outlied i figure Caledar Codes (cprpd2150m000) 2 Caledar Etry Type (cprpd2155m000) 3 Caledar by Sceario (cprpd2160m000) Figure 10, To defie a plaig caledar Note Step 1 Step 2 Step 3 To defie a compay caledar The procedure cosists of the followig steps: Caledar Codes (cprpd2150m000) Defie a caledar code with caledar parts i the Caledar Codes (cprpd2150m000) sessio. Caledar Etry Type (cprpd2155m000) Defie caledar-etry types i the Caledar Etry Type (cprpd2155m000) sessio. Caledar by Sceario (cprpd2160m000) Defie the workig times ad the umber of resource uits i the Caledar by Sceario (cprpd2160m000) sessio. The Copy Caledar Parts (cprpd2206m000) sessio provides a fast way to defie caledars. You ca desigate ay caledar (plaig caledar or cetral caledar) as the compay caledar for Baa Eterprise Plaig. To do so, use the procedure outlied i figure Resources (cprpd2500m000) 2 EP Parameters (cprpd0100s000) Figure 11, To defie a compay caledar Resource Plaig Data 3-9

26 To maitai master data Note Step 1 Step 2 The procedure cosists of the followig steps: Resources (cprpd2500m000) Defie a resource especially for use as a compay-caledar provider. (You must ot use this resource for productio plaig). Lik the caledar code of either a cetral caledar or a plaig caledar to the resource. EP Parameters (cprpd0100s000) Eter the resource i the Compay Caledar Provider field i the EP Parameters (cprpd0100s000) sessio. Be careful with chages to the compay caledar, because these chages ca have a great impact o plaig as a whole. 3.7 To defie supply-chai data A material requiremet ca be covered by the followig sources of supply: Productio Purchase (exteral supplier) Siglesite or multisite trasfer betwee warehouses (iteral supplier) Baa Eterprise Plaig offers you flexible cotrol over the choice betwee these sources of supply. If a required item is supplied by a exteral or iteral supplier, the supplier ca be selected, based o factors such as: Supply costs Supply time Priority of the supplier BaaERP carries out supply plaig based o the rules that you defie i the procedure that is show i figure 12. Resource Plaig Data 3-10

27 To maitai master data 1 Supply Chai Strategies (cprpd7500m000) 2 Supply Chai Strategies by Sceario (cprpd7105m000) 3 Sourcig Strategies (cprpd7110m000) 4 Supply Strategy (cprpd7120m000) 5 Supplyig Relatios (cprpd7530m000) Figure 12, To defie supply-chai data Step 1 Step 2 Step 3 Step 4 The procedure cosists of the followig steps: Supply Chai Strategies (cprpd7500m000) Defie a supply-chai strategy i the Supply Chai Strategies (cprpd7100m000) sessio. All the rules that you defie for supply-chai plaig are liked to a certai supply-chai strategy. Use the supply-chai strategy to group these rules. Supply Chai Strategies by Sceario (cprpd7105m000) Specify the validity period for a supply-chai strategy i a sceario. This specificatio makes it easier to switch from oe strategy to aother. Sourcig Strategies (cprpd7110m000) Defie sourcig strategies i the Sourcig Strategies (cprpd7105m000) sessio. The sourcig strategy will determie whether a required item will be maufactured, purchased, or brought i from a warehouse, possibly from aother site. You ca also make combiatios of sources, for example 60% productio, 40% purchase. Supply Strategy (cprpd7120m000) Defie the supply strategy i the Supply Strategy (cprpd7120m000) sessio. The supply strategy determies the criteria by which the suppliers are selected. You must defie separate supply strategies for: Iteral suppliers (distributio) Exteral suppliers (purchase) Resource Plaig Data 3-11

28 To maitai master data Step 5 Supplyig Relatios (cprpd7530m000) Defie the supplyig relatioships i the Supplyig Relatios (cprpd7530m000) sessio. Baa Eterprise Plaig uses the supplyig relatioships to pla distributio orders. You ca read more about this i the ext sectio. 3.8 To set up distributio requiremets plaig (DRP) Clusters ad distributio orders Baa Eterprise Plaig hadles distributio requiremets plaig (DRP) by meas of clusters. A cluster represets a geographical locatio i a distributio chai. As a rule, a cluster cosists of oe or more oettable warehouses (distributio warehouses). BaaERP uses the supplyig relatios that are defied betwee the etities i the distributio chai to pla distributio orders to move goods betwee clusters, or betwee a cluster ad a ettable warehouse (maufacturig warehouse). To set up the distributio structure, use the procedure outlied i figure Warehouses (tcmcs0503m000) 2 Clusters (tcemm1135m000) 3 Warehouses (tcemm1512m000) 4 Pla Item Data (cprpd1500m000) 5 Supplyig Relatios (cprpd7530m000) Figure 13, To set up distributio requiremets plaig Step 1 Step 2 The procedure cosists of the followig steps: Warehouses (tcmcs0503m000) Defie the warehouses i the Warehouses (tcmcs0503m000) sessio. Clusters (tcemm1135m000) Defie clusters i the Clusters (tcemm1135m000) sessio. You ca use a sigle cluster for multiple warehouses. However, ote that Baa Eterprise Plaig cosiders warehouses i a cluster as oe ivetory poit. This meas that repleishig goods from oe warehouse to the other withi a sigle cluster ca oly be carried out maually. Resource Plaig Data 3-12

29 To maitai master data Step 3 Step 4 Warehouses (tcemm1512m000) Specify the warehouses that belog to a cluster i the Warehouses (tcemm1512m000) sessio. A cluster ca cotai the followig types of warehouses: Noettable warehouses Shop-floor warehouses Pla Items (cprpd1500m000) Defie the clustered items i the Pla Items (cprpd1500m000) sessio. Eter the cluster i the cluster segmet of the item code. A factory warehouse (CENTRAL) stores CD players. This warehouse repleishes two regioal warehouses (the NORTH warehouse ad the SOUTH warehouse). To eable distributio plaig, you ca defie two clusters: N ad S. I the Pla Item Data (cprpd1500m000) sessio, you defie three CD-player items: CD (without a cluster segmet), N/CD (cluster segmet N), ad S/CD (cluster segmet S). Step 5 Supplyig Relatios (cprpd7530m000) Defie the supplyig relatioships i the Supplyig Relatios (cprpd7530m000) sessio. Baa Eterprise Plaig uses the supplyig relatioships to pla distributio orders. You must defie the followig supplyig relatioships for the clustered items of step 4: The N/CD item is supplied by the CD item The S/CD item is supplied by the CD item Clustered items exist oly i Baa Eterprise Plaig. If a distributio order is trasferred to the executio level, it is chaged ito a warehousig order of Trasfer type (i the case of distributio withi a site), or ito a purchase order (i the case of distributio betwee sites). I order to be able to create a purchase order, you must defie the supplyig site as a busiess parter. You ca sed a purchase order to the supplyig site by meas of EDI ad traslate it to a sales order i the supplyig compay. Resource Plaig Data 3-13

30 To maitai master data Resource Plaig Data 3-14

31 4. To iitialize, roll, ad update scearios This chapter provides iformatio about actios that you must carry out i certai situatios i order to esure the proper fuctioig of scearios. 4.1 To iitialize scearios Note If you create a master pla for a item, you must iitialize it by meas of the Iitialize, Roll ad Update (cprpd4200m000) sessio. This operatio must be repeated wheever you chage the pla period defiitio. By usig the same sessio, you ca also update item master plas. Durig a update of the item master pla, BaaERP performs the followig actios: Retrieves goods-flow data from the executio level Updates receipts ad requiremets Geerates material ad capacity requiremets Cosumes demad forecast Recomputes projected ivetory ad ATP You ca also update item master plas by meas of the Simulate Master Pla (cprmp1202m000) sessio, or by choosig Update o the Specific meu of the Item Master Pla (cprmp2101m000) sessio. 4.2 To roll the sceario If the Rollig Pla check box i the Scearios (cprpd4101s000) sessio is selected, the etire sceario is regularly shifted forward i time. This procedure allows you to cotiue to use a sceario. The fiish date of the sceario will ever be exceeded, because it is regularly shifted forward, icludig the etire pla-period defiitio. If you simulate a rollig pla, BaaERP checks if the sceario is due to be rolled. If that is the case, you ca start the rollig procedure. You ca also use the Iitialize, Roll ad Update Sceario (cprpd4200m000) sessio to trigger the rollig procedure. Resource Plaig Data 4-1

32 To iitialize, roll, ad update scearios Resource Plaig Data 4-2