Use the simple planning worksheet

Simple Factory Wizard  •  Article  •  6/12/2024  • 

On the Simple Planning Worksheet page, you can review the production plan generated based on logical calculations, edit the plan to suit your requirements, and create multiple production orders.

The following procedure outlines how to manage the demand lines generated.

  1. Open the Simple Planning Worksheet page via:

    You can view details of the production order lines in the following fields:

    FieldDescription
    Item No.Specifies the item number.
    DescriptionSpecifies the description of the item.
    Production DateSpecifies the date of the demand forecast that the line belongs to.
    No. of Production OrdersSpecifies the number of production orders associated with the item.
    Action QtySpecifies the quantity of the production order per production order or the sum of the quantities of all the production order lines in the case of the item header. You can enter the quantity values if required.
    Accept ActionSelect the checkbox if you want to accept the action message proposed for the line.
    Action MessageSpecifies the action to be taken by the system to re-balance the demand-supply situation.
    The available options are:
    • Increase: Increase the quantity of the production order as the production quantity is less than the production plan quantity. If there are multiple production orders, the quantity will be increased in the most recently created order.
    • Reduce: Reduce the quantity in the production order as the production quantity exceeds the production plan quantity. If there are multiple production orders, the quantity is decreased in the oldest production order.
    • Remove: Remove the production order and cancel the item tracking lines, as the production order does not have an output quantity.
    • None: No action is taken as the production quantity of the production order matches the planned production quantity.
    If no production order line exists, the system creates a production order line with values to match the production plan quantity.
    Ref. Order No.Specifies the related production order number.
    Ref. Order Line No.Specifies the line number assigned to the production order number.
    Rem. Qty. on Prod. OrderSpecifies the remaining quantity on the production order.
    Item Tracking ExistsSpecifies whether the component or item tracking lines exist for the production order.
    Ref. Order StatusSpecifies the status of the production order.
    Label DateSpecifies the due date of the production order. You can select or enter a due date if required.
    Verbose MessageSpecifies the actions to be executed on the production order.
  2. Select the following actions as required.

    The actions impact all the Simple Planning Worksheet page lines.

    ActionDescription
    Set Accept ActionSelect the Accept Action checkbox for all lines.
    Reset Accept ActionClear the Accept Action checkbox for all lines.
    Process Production OrderProcess the production order for all lines based on the quantity defined in the simple planning worksheet.

    Upon executing the Process Production Order action, the production orders are created accordingly.