Demand planning

<< Prev   Next >>

Contents

• Overview
• Prerequisites
• Calculating current demand
• Calculating replenishment recommendations
• Generating replenishment orders

Overview

Demand planning is the process of calculating the product quantity the company needs to procure or to produce to keep up with the current demand.

Demand planning calculation collects data from the following sources:

• Stock on hand
• Replenishment period
• Outbound documents, which add to the demand:
  • Production orders with the Assembly process type (components)
  • Sales orders
  • Work orders
  • Work in progress (components)
• Inbound documents, which add to the supply:
  • Production orders (finished products)
  • Purchase orders
• Optionally: Reorder point settings

Prerequisites

If you want the Demand planning tool to take into account the minimum and maximum inventory levels, set up Reorder point settings in the product card.

Calculating current demand

To calculate the current demand:

1. Open the Demand planning tool. To do so, in the navigation menu click either of the following:
   • Purchases > Demand planning. The Demand planning window opens with the Replenishment method set to Purchase.
   • Production > Demand planning. The Demand planning window opens with the Replenishment method set to Production.
2. Fill in or select the following:

3. On the Demand tab, click Calculate.

The result of the calculation appears on the Demand tab for each day of the specified demand period. The result includes the following details:

With demand planning, you can quickly create multiple purchase or production orders. To learn more, see Calculating replenishment recommendations and Generating replenishment orders.

Calculating replenishment recommendations

After you have the current demand data, you can generate a list of replenishment recommendations to cover the demand.

Replenishment options can include the following orders:

• Purchase orders.
• Production orders. To enable Production orders, go to Settings > Accounting settings > Production and select the Enable Production subsystem checkbox.

From the recommendation list, you can select the required products and generate the replenishment orders in one click.

To generate replenishment recommendations:

1. Select the Recommendations tab.
2. Select the Show recommendations option:
   • Select For period end date if you want to see the aggregated replenishment orders at the end of the specified demand period. In this case, the calculation ignores shortages within the period.
   • Select By dates within period if you want to see the replenishment orders issued before the date the shortage occurs. The order date is calculated by the formula:
     Order date = Shortage date – Replenishment period
3. Click Calculate.

The list of recommendations includes the following details:

To expand all product lines, click Show details. To collapse all product lines, click Hide details.

To select all orders whose default replenishment method matches the replenishment method specified in the header of Demand planning, click Select default orders. To clear the selection from all orders, click Clear order selection.

Generating replenishment orders

After you have calculated replenishment recommendations, you can generate replenishment orders. To do so, do the following:

1. Select replenishment orders and go to the Orders tab.
2. Optionally: Click Settings and in the window that opens choose the options you need:
   • Set order status to In progress. Select this checkbox if you want to set the status of the replenishment orders to In progress.
   • Post orders automatically. Select this checkbox if you want 1C:Drive to try to post the replenishment orders. Please note that orders that are missing required data will not be posted.
   • Include in production planning. Select this option if you want 1C:Drive to add the replenishment orders to the production queue.
   • Generate orders by supplier. Select this option if you want to consolidate orders with the same price, receipt date, and supplier (for Purchase orders) or manufacturer (for Production orders).
3. Click Generate orders.

The replenishment orders appear on the Orders tab. To edit order details, double-click the order line. To learn more, see Purchase orders or Production orders.

To view and manage the upcoming dispatches, click Goods dispatching.

<< Prev   Next >>