This panel can be accessed both from the Work with pull-planning, Order proposals panel, or from the Pull planning (SHORTAGE) batch job. Depending on from where you have accessed this panel, you can either update existing proposals or create new proposals for the pull-planning analysis. Updates to existing proposals can only be made from the Work with pull-planning, Order proposals panel.
Note: You should always update the proposal before working with it. Otherwise information about the item that has been changed will not be reflected in the analysis.
Function keys
| Job attribute parameters | Access the pop-up panel with job attribute parameters to be used when submitting the job. Note: The job attribute parameters can be changed if your user profile in the iSeries is defined with job control authority. |
- Proposal
- This field is only displayed if you are updating an existing analysis proposal. The number of the proposal that should be updated.
- Description
- The description of the proposal.
- Warehouse
- Type of proposal
- The code indicates the type of proposal to be created or updated.
Code Description 1 Order proposal 2 Re-schedule proposal
Selection
- Department section
- Planner
- Item type
- Item group
- Item family
- Item sector
- Supplier
- Volume value code
- One shortage/item
- This field is only used if the Type of proposal field is set to 1 (Order proposal). Indicates if one or more shortage records are to be created per item. If this field is set to NO, several records will be created depending on the shortage quantity and the order quantity. Note: For non-standard items, shortage records are also created for:
- Sales orders if the Item class is set to 2 or 4 and no manufacturing order is connected to the sales order.
- All preliminary manufacturing orders connected to sales orders.
- Indicate overload
- This field is only displayed if Manufacturing finite planning (MFP) is activated. Indicates 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.
- Horizon days
- The number of additional days to calculate the horizon date (based on the item’s planning time) for forward planning.
- Priority items
- The code(s) indicate 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. (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.)
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
- Shortage items
- The code(s) indicate 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. (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.)
Code Description 1 Purchase suggestion 2 MRP 3 Priority analysis 6 Purchase suggestion, Supply plan 7 MRP, Supply plan
Priority calc (N/D-S)
The formula for calculating the priority value in the priority analysis. The Numerator, Denominator and Subtraction are defined in separate fields, using pre-defined variables, constants and operators.
- Priority alternative
- The code indicates from where the forecast values should be retrieved when calculating priority value in the priority analysis.
Code Description 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. 4 Period forecast IC. This is only valid if IBS Inventory Control is activated.
- Numerator N
- The method for calculating the numerator (N) to be used in the priority value formula (N/D-S). Mandatory entry if Type of proposal is set to 1.
- Subtraction S
- The method for calculating the subtraction (S) to be used in the priority value formula (N/D-S). Mandatory entry if Type of proposal is set to 1.
- Denominator D
- The method for calculating the denominator (D) to be used in the priority value formula (N/D-S). Mandatory entry if Type of proposal is set to 1.
- Total lead time (TLT)
- The method for calculating the total lead time to be used to retrieve quantity on order, reservations and forecast within a specific time horizon. mandatory entry if Type of proposal is set to 1.
Predefined variables
The following predefined variables for calculating the Numerator, Denominator, Subtraction and the Total lead time (TLT) may be referenced as follows: