IBS Enterprise Help Centre 8.0

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Each proposal selection that has been made is saved. This gives the possibility to re-use the same proposal with the same selection. This means you only have to create a proposal once and then only refresh the proposal number to get an updated proposal. See Update/re-create an analysis proposal for pull planning for information about how to update an existing analysis proposal.

Select the Work with pull-planning menu item.
You access Work with pull-planning, Order proposals. Click Add to create a new analysis proposal.
You access Analysis proposal creation. Complete the following fields:

Description: Enter a description of the analysis proposal.
Warehouse: State the range (from – to) of warehouses to include in the selection. The system checks that the ending value is greater than or equal to the starting value. If all values are to be included leave this field blank. Note: One item warehouse can exist on more than one proposal, meaning that there is no check if the items exist on other proposals when the proposal is created or updated.
Type of proposal: Indicate what type of proposal is to be created by ticking one of the following: Order proposal or Re-schedule proposal.
One shortage/item: Indicate if only one proposal per item should be created. Selection is only relevant for shortage items.
Indicate overload: Indicate if a workload control should be performed for critical resources. If this field is set to YES, the proposals for which overload exists within the item’s bill of routing will be marked. The workload control is only performed on open manufacturing orders and order proposals.
Priority items: Enter code(s) indicating the type of items that should be included in the priority analysis. The planning method 3 (Priority analysis) is defaulted and cannot be changed.; Normally, only items defined with planning type 3 (Priority analysis) in the Item file are included in the priority analysis. However, by specifying additional planning types in this field, you can include items that are normally planned in other planning functions. Permitted values:

Code	Description
1	Purchase suggestion
2	MRP
4	Shortage analysis, ROP
5	Shortage analysis, min/med/max
6	Purchase suggestion, Supply plan
7	MRP, Supply plan

Note: Both order proposals and re-schedule proposals can be created for items that are defined with planning methods 3, 4 and 5. However, for items with the defined additional planning methods only order proposals are created.

Shortage items: Enter code(s) indicating the type of items that should be included in the shortage analysis. The planning methods 4 (Shortage analysis, ROP) and 5 (Shortage analysis, min/med/max) are defaulted and cannot be changed.; Normally, only items defined with planning type 4 (Shortage analysis, ROP) and 5 (Shortage analysis, min/med/max) in the Item file are included in the shortage analysis. However, by specifying additional planning types in this field, you can include items that are normally planned in other planning functions. Permitted values:

Code	Description
1	Purchase suggestion
2	MRP
3	Priority analysis
6	Purchase suggestion, Supply plan
7	MRP, Supply plan

Tip: Use the selection fields to narrow down the selection of items to be included in the proposal.

If this analysis proposal is to be used for priority analyses the following field is important:

Priority alternative: Enter a code indicating from where the forecast values should be retrieved for the calculation of the priority. The following codes are valid: 1 (MRP order proposal), 2 (Year forecast from item/warehouse or if year forecast item/warehouse is missing from periodical statistics 12 months back), 3 (Year forecast from item/warehouse), and 4 (Period forecast IC). For this example, enter 1.

Click OK.

You return to Work with pull-planning, Order proposals, where the new proposal is displayed. Exit the routine.