Demand planning

In 1C:Drive, demand planning is the process of calculating the quantities of products the company needs to procure or produce to keep up with the current demand, which is calculated based on documents that record future demand, such as sales orders.

To manage demand planning, 1C:Drive offers the Demand planning tool.

To open the tool, do one of the following:

• Go to Purchases, and under Planning, click Demand planning.
• Go to Production, and under Planning, click Demand planning.
  This option is only available if the production functionality is enabled (the Enable Production subsystem checkbox is selected in Settings > Production).

Using the tool consists of three steps:

1. Calculate current demand.
2. Prepare replenishment recommendations to cover the calculated demand.
3. Generate replenishment orders based on the recommendations.

It is not recommended that you close the Demand planning tool before completing all steps. This would clear all working data so you would have to start over.

NOTE. For companies that replenish their stock based on extrapolation of historical product consumption data, 1C:Drive also offers the Demand forecasting tool. It calculates future demand based on the average product consumption during a previous period.

Calculating current demand

During this step, the Demand planning tool determines product demand for a period, based on sales orders and other documents that register expected product demand.

To calculate the current demand:

1. Open the Demand planning tool.
2. Fill in or select the following:
   • Demand period. The period for which you want to calculate demand. The demand period always starts on the current date.
   • Replenishment method. Select one or several replenishment methods:
     • Purchase.
     • Production and Assembly.
       These two methods are only available if the production functionality is enabled (the Enable Production subsystem checkbox is selected in Settings > Production).
     • Subcontracting.
       This method is only available if procurement through subcontracting is enabled (the Receive subcontracting services checkbox is selected in Settings > Purchases / Warehouse).

     Demand will be calculated only for the products that have the selected replenishment methods specified in their product cards.

   • Company. The company for which you want to calculate the current demand.
     This field is only available if the Manage multiple companies checkbox is selected in Settings > Company.

   You can also use the following filters to narrow down the product demand view:

   • Supplier. Select a counterparty to calculate demand only for the products that have this counterparty specified as a supplier in their product cards. You can manage the list of suppliers in the Counterparties catalog.
     To calculate demand for products from all suppliers, leave this field empty.
     This field is only available if the Receive subcontracting services checkbox is cleared in Settings > Purchases / Warehouse.
   • Supplier / Subcontractor. Select a counterparty to calculate demand only for the products that have this counterparty specified as a supplier or subcontractor in their product cards. You can manage the list of counterparties in the Counterparties catalog.
     To calculate demand for products from all suppliers or subcontractors, leave this field empty.
     This field is only available if the Receive subcontracting services checkbox is selected in Settings > Purchases / Warehouse.
   • Stock level control. Select a stock level control list if you want to calculate demand only for the products included in that list. To learn more about stock level control, see Stock level control settings.
     This field is only available if the Use stock level control checkbox is selected in Settings > Purchases / Warehouse.
3. On the Demand tab, click Calculate.

   The calculated demand details appear on the Demand tab for each day of the specified demand period. The following details are available:

To expand all product lines and view demand details for them, click Show details.
To collapse all product lines, click Hide details.

To hide products with zero shortage, select the Shortage only checkbox and click Calculate again.

When done, proceed to the next step, Preparing replenishment recommendations.

Preparing replenishment recommendations

During this step, the Demand planning tool prepares a list of replenishment recommendations to cover the product demand calculated during the first step.

To prepare replenishment recommendations:

1. Go to the Recommendations tab.
2. Select the Show recommendations option:
   • Select For period end date if you want aggregated replenishment recommendations for the end of the demand period.
   • Select By dates within period if you want replenishment recommendations for the dates on which shortages occur.
3. Click Calculate.
   Replenishment recommendations for each product with shortage appear on the Recommendations tab. Products that require replenishment to meet current demand are selected by default; products that require replenishment to meet overdue demand are not selected. Selected products are highlighted with bold green font.
   The following details are available for replenishment recommendations:

5. If you do not want to replenish a specific product, clear the checkbox next to it.

   During the next step, replenishment orders will be generated only for products that have these checkboxes selected.

6. If you want to change replenishment recommendation type (Purchase, Assembly, Production, or Subcontracting) for a specific product, expand this product's line and select or clear checkboxes for its recommendation types as you see fit. You can select multiple recommendation types for a product.

   During the next step, replenishment orders will be generated for products is accordance with the selected recommendation types.
   For example, if you select Purchase and Production recommendation types for a product, both a purchase order and a production order will be generated for it.

7. If necessary, change replenishment quantities for specific recommendation types.
   For example, if the total replenishment quantity for a product is 50 pcs and you select both Purchase and Production recommendation types for a product, you might want to specify 25 pcs for Purchase and another 25 pcs for Production.

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

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

When done, proceed to the next step, Generating replenishment orders.

Generating replenishment orders

During this step, the Demand planning tool generates replenishment orders based on the recommendations prepared during the previous step.

To generate replenishment orders:

1. Go to the Orders tab.
2. If you want to review or change the order generation settings, click Settings. The following settings are available:
   • Set order status to In progress. Select this checkbox if you want to set the status of replenishment orders to In progress.
   • Post orders automatically. Select this checkbox if you want to post the replenishment orders.
     Orders that are missing required details will not be posted.
   • Include in production planning. Select this checkbox if you want to add the replenishment orders to the production queue.
     It is only available if the Use production planning checkbox is selected in Settings > Production.
   • Generate orders by supplier. Select this checkbox if you want to consolidate replenishment orders with the same receipt date and supplier (for purchase orders) or manufacturer (for production orders).
   • Generate orders by subcontractor. Select this checkbox if you want to consolidate subcontracting orders with the same receipt date and subcontractor.
     It is only available if the Subcontracting replenishment method is selected in the header of the Demand planning tool.
3. Click Generate orders.

The replenishment orders appear on the Orders tab. The following details are available:

To edit the details of a replenishment order, double-click the order line. To learn more, see Purchase orders, Production orders (with Production or Assembly process type), or Subcontractor orders issued.

To post a replenishment order, select it and click .

To unpost a replenishment order, select it and click .

To mark a replenishment order for deletion, select it and click .

To view and manage the upcoming deliveries of replenished products, click Goods dispatching. For details, see Goods dispatching tool.