Demand and scheduling

Demand begins in customer orders and customer order lines, with forecasts available for planned demand. The master production schedule holds the product, period, planned quantity and available-to-promise quantity within its planning fence. Production Planner reviews the resulting requirements against inventory and open purchasing or production. Planned orders distinguish work to make a part from a purchase to obtain it. Planning exceptions retain the action type, shortage quantity, need date and owner, so the next planning decision has a named person and an explicit need date.

Working calendars describe working days and hours per day. Shifts have start and end times within a calendar. Work centers carry daily capacity and efficiency, while each work order operation records its planned interval. These records support a capacity review; the pilot must establish which constraints the planning action actually enforces.

• Validate demand before release. Approved sales demand needs positive line quantities and the appropriate finished-goods warehouse before the intake action creates demand in the master production schedule.
• Review suggestions as a set. Planned orders use Proposed, Firm, Released and Cancelled. Resolve the previous Proposed suggestion set before running another publication.
• Assign shortage work. Planning exceptions identify work to expedite, defer or cancel, along with past-due demand and shortages. Owner and need date give each open exception its next responsible person.

Agree the planning horizon, forecast consumption rule and how time fences influence changes. Confirm the bill and routing selected for a work order, the calendar used at its work center and the employee mapping for the planner’s personal queue. Choose the operation schedule the supervisor will use each morning. Agree how a late component receipt is escalated and who reviews a change to the promised production date. Keep the exception open until its supply action is explained. Rehearse calendar limits and open-supply treatment against the plant’s actual planning decisions.

An approved order needs a finished assembly before its requested delivery date, but a component receipt is late. The intake action creates the demand once from the positive quantity on each customer order line. Production Planner examines free inventory and open purchase orders before accepting a supply proposal. The shortage is recorded in planning exceptions with its need date and assigned owner.

The planner checks the operation’s planned start and end dates against the applicable work center and shift. Buyer can act on the linked purchasing requirement within purchasing access; the planner remains responsible for updating the planning exception. Ask the team to repeat demand intake, then run planning with unresolved Proposed suggestions. The rehearsal should refuse repeated intake while preserving the original demand, and refuse another suggestion publication while Proposed suggestions remain. A late purchase cannot disappear merely because the production interval was moved on a screen.

• MRP Shortages — Open supply actions with quantity short, need date and owner.
• My Planning Exceptions — Planning exceptions assigned to the signed-in planner, with the need date and quantity short.
• Production Schedule — Pending and in progress operations with planned start and planned end.

Demand to finished parts connects release to execution. Purchase request to payment handles bought supply. Use implementation to agree the planning rehearsal before release.