Module 3 Implement master planning

Case study 2 Master planning

Exercise #1: Firm a planned order and change the order type

The Planning Manager at USMF, wants to know how to setup, manage and use the master planning module and be able to process planned orders

He is aware that he should have a source of demand in the system for the items, so that when master planning is run it can provide some planned orders.

Sources of demand can be sales orders, sales forecasts, safety stock, scheduled Kanbans, production orders, and others

This manager asked you to help him to test this out.

Would you be able to help?

You will have to do the following:

• Create and confirm a sales order

• Run master planning

• Firm a planned order

• Review the purchase order

• Change a planned order type

• Review the planned order and verify the change

Steps

**Note: Before the execution of this task, credit management needs to be disabled. Complete the following steps:

1. Open the Sales and marketing > Customers > All customers module.
2. Search for customer US-013.
3. Open the details for US-013.
4. Expand the Credit and collections fastttab.
5. Click Edit. Set Unlimited credit limit and Exclude from credit management to Yes.
6. Click Save.

Create and confirm a sales order

1. Open Sales and marketing > Sales orders > All Sales orders.

2. Click New.

3. Type US-013 for customer Pelican Wholesales in the Customer account field.

4. Accept the default settings in all other fields. Click OK.

5. In the Sales order form, open the Sales order Lines FastTab.

6. TypeD0003 in the Item number field.

7. Type 12 in the Quantity field.

8. Accept the default values for the remaining fields.

9. Click Save.

10. Click Confirm sales order from the Sell tab in the action pane.

11. Accept all the default settings in the Confirm sales order form.

12. Click OK.

13. Click OK.

14. Close all pages.

Run master planning

1. Open Master Planning > Master Planning > Run > Master Planning.

2. In the Master plan field, select StaticPlan.

3. Click OK.

Firm a planned order

1. Open Master planning > Master planning > Planned orders.

2. In the Planned orders page, select the line for order number 004261.

3. Click the Firm button in the action pane.

4. In the Firming page, in the Update marking field, select Standard.

5. Click OK.

Review the purchase order

1. Open Procurement and sourcing > Purchase orders > All purchase orders.

2. In the All purchase orders page, sort the list by the Delivery date field.

3. Verify the firmed order is now listed with a status of Open order.

4. Close the pages.

Change a planned order type

1. Open Master planning > Master planning > Planned orders.

2. In the Planned orders page, select the line for order number 004262.

3. Select the Planned order tab in the action pane.

4. Click the Change to drop-down arrow in the Maintain area.

5. Select Planned production order.

6. In the Change to planned production order page, click OK.

Review the planned order and verify the change

1. In the Planned orders list page, verify that the Reference field has been updated to Planned production orders for order number 004262.

2. Close the pages.

Exercise #2: Create an intercompany planning group and assign an item allocation key

The materials and production scheduling manager, wants to develop a new intercompany planning group.

Assemblies are shipped from DEMF to USMF. While at USMF they are painted and finished with the North American logo.

Then they are transferred to the USRT operation for sale.

She wants to use plans 20, DynPlan, and MasterPlan respectively to accomplish this goal

She asked for your help.

You will need to validate the intercompany master planning parameters and perform some setups before running the intercompany master plan. You will also need to run the intercompany plan using the intercompany planning
group that you created and view the results in the intercompany supply and demand form

Can you help?

You will have to do the following:

• Create an intercompany planning group

• Assign an item allocation key

• Run an intercompany
  master plan

Steps

Create an intercompany planning group

1. In the USMF Company, click Show navigation pane.

2. Open Master planning > Setup > Intercompany planning groups.

3. Click New in the Action pane.

4. Enter 40 in the Name field and Intercompany Extended Group in the Description field.

5. Click Save.

6. Click New on the tool bar for Intercompany planning group members tab.

7. Select DEMF in the Legal entity field.

8. Enter 0 in the Scheduling sequence field.

9. Select 20 in the Master Plan field.

10. Leave the Automatic Copy to Static Plan and Automatic Copy to Dynamic Plan checkboxes blank.

11. Click Save.

Assign an item allocation key

1. Select Master Planning > Setup > Demand Forecasting > Item Allocation Keys.

2. Select Wizard.

3. Select Apples from Item Group drop-down menu.

4. Type Apples Group in Name box.

5. Click Next.

6. Click Next on the Overview page after verifying the information is correct.

7. Click Finish on the Completed page after verifying the information is correct.

8. Select Demand Forecasting > Intercompany Planning Groups.

9. Select Item Allocation Keys.

10. Select Apples under the Unassigned Item Allocation Keys box, then select > to move it to the Assigned Allocation Keys box.

Run an intercompany master plan

1. In the USMF company, click Show navigation pane.

2. Open Master planning > Run > Intercompany master planning.

3. Select 60 for Intercompany planning group.

4. Select 2 for Number of intercompany planning iterations.

5. Select Regeneration for First iteration.

6. Select Net change for Subsequent iteration.

7. Select Track processing time setting slider to No.

8. Set Number of threads to 0.

9. Click Run in the background.

10. Click OK.

11. Open Master planning > Inquiries and reports > Intercompany master planning > Intercompany supply and demand.

Exercise #3: Plan a production schedule from a master planning run (Bonus)

USMF has decided to plan the L0025 WLAN Radio software installed product from a production schedule that results from a master planning run

They are not sure how to do so and asked you to help.

Can you help?

You will have to do the following:

• Configure item coverage

• Create a scheduled
  Kanban rule

• Run master planning

Steps

Configure item coverage:

1. Go to Master planning > Setup > Item coverage.

2. Use the Quick Filter to filter on the Item number field with a value of L0025.

3. Click Item coverage.

4. Click New.

5. Set Minimum to 150.00.

6. In the Warehouse field, enter or select 13.

7. Click the General tab.

8. Select the Override time fences check box.

9. In the Automatic firming time fence (days) field, enter 1.

10. Click the Lead time tab.

11. Select the Production check box.

12. In the Production time field, enter 1.

13. Select Yes in the Working days field.

14. Click Save.

15. Close all forms.

Create scheduled kanban rule

1. Go to Product information management > Lean manufacturing > Kanban rules.

2. Click New.

3. In the Replenishment strategy field, select Scheduled.

4. In the First plan activity field, enter or select Final assembly

5. Collapse the Kanban rule section.

6. Expand the Details section.

7. In the Product field, enter or select L0025.

8. In the Configuration field, enter or select 01.

9. Click Save.

10. Close the page.

Run master planning

1. Go to Master planning > Master planning > Run > Master planning.

2. In the Master plan field, enter or select DynPlan.

3. Expand the Records to include to include section.

4. Click Filter.

5. In the Criteria field, type L0025.

6. Click OK.

7. Click OK.

View results

1. Go to Master planning > Master planning > Planned orders

2. Use the Quick Filter to filter on the Item number field with a value of L0025 and press Enter.

3. Review planned kanbans for L0025.

4. Select the line with quantity of 150.

5. Click Supply schedule in the view tab on the action pane.

6. Verify the results. As you have learned, the kanbans were generated by Master planning.