Adjust Shop Orders Need Date to Demand
Explanation
Use this activity to automatically update the need dates for a set of shop
orders for specified parts at given sites and with given configurations. The
need dates are updated to the dates/times when the projected quantities goes
negative for the shop orders parts.
In the automatic adjustment process all shop orders for the selected parts
at given sites and with given configurations, with need dates not later than
the number of days from today specified in the Time Horizon,
with Demand Source set to Invent Order and
with the specified statuses are considered. The adjustment process is executed
according to the following order:
- First, shop orders for the parts at the highest level in the BOM
structures (with lowest Low Level) are reviewed. Then
it continues with the next level, and then the level after that until
all levels have been reviewed.
- Within each low level, the shop orders are adjusted in chronological
order, starting with the shop order with earliest need date.
Each shop order will be adjusted according to the following logic. If there
is a projected negative balance for the shop order part prior to the shop order
due date/time, given the below mentioned parameters controlling the balance
calculation, the need date is updated to the date/time when the projected quantity
goes negative. If the part has Plan Manufacturing Supply on Due Date
enabled, the need date will be updated considering both the date and time of
the earliest demand where the projected quantity goes negative, else only the
date is considered.
The demands considered depend on the following conditions:
- For a shop order with the Demand Source set to
Invent Order that is not pegged to any demands, the logic will consider
inventory-supplied demands without pegging.
- For a shop order with the Demand Source set to
Invent Order that has been pegged to demand(s), the logic will consider only the demand(s) to which it is pegged.
- For a shop order with the Demand Source set to
DOP Order, the logic will consider only the demand(s) within
the DOP structure that the DOP order(s) pegged to the shop order are
expected to supply.
The calculation will also consider below parameters set on the
Inventory Parts Intraday Availability page:
- Include Only Firm Supplies - Only supplies classified
as firm are considered. Firm supplies are shop orders, purchase order lines
and similar. Non-firm supplies such as purchase and shop order requisitions
are ignored.
- Include Only Firm Demands - Only demands classified
as firm are considered. Firm demands are customer order lines, shop order
material lines and similar. Non-firm demands such as MRP planned demands
are ignored.
- Include Usable Qty in Balance - The usable on hand
quantity in stock is considered as the starting balance when calculating
the projected quantity. If cleared, the logic will use 0 as the starting
balance.
The shop orders need date are adjusted using the Adjust Shop
Orders Need Date to Demand dialog. To access the dialog, first
open the Inventory Parts Intraday Availability page
and specify the Time Horizon, Include Only Firm Supplies,
Include Only Firm Demands and Include Usable Qty in
Balance parameters. Then select the parts at the given sites and with
the given configurations you want to adjust the shop orders for and click
Adjust Shop Orders Need Date to Demand. In the
Adjust Shop Orders Need Date to Demand dialog, select which statuses
the shop orders should have in order to be adjusted. After clicking
OK, the shop orders need dates are automatically adjusted.
Prerequisites
- At least one open shop order with Demand Source set to
Invent
Order or DOP Order must exist.
- A projected negative balance for the at least one of the shop order
parts must exist prior to the shop order due date/time given the above mentioned
parameters controlling the balance calculation.
System Effects
- Each shop order will, if necessary, be adjusted with a new earlier need
date. If the shop order part has Plan Manufacturing Supply on Due
Date enabled, also need date time will be updated.
- The Scheduling Direction of the adjusted shop orders
will be set to Backwards Scheduling, and the orders will
be rescheduled with a new start and finish date that meets the new need
date.