Reviewing an unprocessed plan
In the detail view of the Unprocessed Plans page, the details of an unprocessed plan are displayed.
To review an unprocessed plan:
- Select Release Management > Unprocessed Plans.
- Click the Drill down button of an unprocessed plan.
-
On the Single Plan tab,
review the header information of the single plan:
- Customer
- The customer of the unprocessed plan. The customer is an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is taken from the ERP system.
- Customer Order Number
- This field shows the customer's identity number that is assigned to a specific order.
- Current Received CUM
- The current cumulative quantity of goods that is received and confirmed by the customer. The current received cumulative quantity is based on the last reset date.
- New Release Number
- The new release order number.
- New Release Date
- The new release order date.
- Calculation Date
- If a new plan is imported and does not contain a calculation
date, it is imported to the Unprocessed Plans page. Edit the
calculation date to enable the plan to be re-validated. After being re-validated, it
is imported as a new plan. The calculation date logic applies only to single plans
for which the calculation date setting has been defined as Delete all Requirements before Calculation Date
on the Requirement Consolidation Rules page.Note: When a new plan arrives, all requirements from the current plan dated prior to the Calculation Date value of the new plan are removed. Next, the requirements from the current plan are copied into the new plan. Lastly, every requirement from the new plan is loaded even if there are items before the start date in the new plan.
- Ship To
- The ship to of the customer. This field indicates the location code that is used with the ship to location to identify where the goods are shipped.
- Last Received Date
- The last received release order date.
- Last Received Quantity
- The last received release order quantity from the customer.
- Old Release Number
- The previous release order number.
- Old Release Date
- The previous release order date.
- Customer Item
- The customer item identifier of the single plan that is used by the supplier.
- CUM Reset Date
- The reset date of the cumulative quantities.
- CUM on Reset Date
- The field shows the total cumulative quantity on the CUM reset date.
- Release Horizon Start Date
- The field shows the start date of the time horizon for the release order.
- Release Horizon End Date
- The field shows the end date of the time horizon for the release order.
-
On the Single
Plan tab, review the field sets CUM Information, EDI CUM Information, Release Information, and Trading Partner
Information.
The field sets show details of the cumulative quantities, the release order, and the trading partner. The CUM information that is shown in this context is a comparison of the current values and the new values of the unprocessed plan. The EDI CUM information includes the details from the BOD (such as
LoadPlanningSchedule
andLoadShipmentSchedule
). Old and new values of the total shipped CUM, current shipped CUM, total shipped CUM of LSP, and current shipped CUM of LSP are shown. - Expand the Flex Fields field set to review the fields.
-
In the Requirements section, the order lines of the unprocessed plan
show the specific customer releases per message type. Click the Drill down button of an
order line to review the information in the New
Schedule Requirement dialog box:
- Line
- The line number of the order line. The order lines are sorted by requirement date. Earlier requirements have lower line numbers.
- Requirement Date
- The requirement date indicates the date at which the ordered goods must be available at the customer's location.
- Requirement Quantity
- The requirement quantity of the order line.
- Level of Commitment
- The level of commitment of the order line.
The level of commitment determines the degree to which a requirement
of the release order is binding. These options are available for the
level of commitment:
- Firmed: Firm requirement.
- Fabrication Release: Serves as an information about the production release of the ordered items that must be manufactured and shipped by the supplier.
- Raw Material Release: Serves as an information about the release of raw material that must be ordered by the supplier.
- Planned: Planned requirement.
- Frequency
-
The frequency of the requirement. These options are available for the frequency:
- Day and Time: Daily requirements that have a specified time.
- Day: Daily requirements.
- Cancel Daily Reqmt.: Cancellation or reduction of daily requirements. A planning schedule of frequency type Cancel Daily Reqmt. removes or reduces the previously published requirement, if the trading partner sends negative requirement quantities.
- Day Range: Day range requirements.
- Week: Weekly requirements.
- Week Range: Week range requirements.
- Month: Monthly requirements.
- Flexible: The requirements of frequency type Flexible are monthly requirements. These requirements are distributed over weeks whereby the new requirements start with the end date of the previous requirements. In consequence, the requirements are continuously ongoing scheduled.
- Type of Requirement
- This field classifies requirements without
concrete requirement dates. These requirements are assigned
requirement dates according to their priorities. Usually, this is
the current date or in case of remaining requirements a requirement
date after the time horizon of the last scheduled requirement. These
options are available:
- Standard Requirement: This is the default setting for scheduled requirements that have a specified requirement date.
- Backorder Requirement: Backorder requirement that is scheduled on the current date. The level of commitment of a backorder requirement is Firmed, that is, a firm requirement.
- Immediate Requirement: Immediate requirement that is scheduled on the current date. The level of commitment of an immediate requirement is Firmed, that is, a firm requirement.
- Remaining Requirement: Remaining requirement that is scheduled after the time horizon of the last scheduled requirement. The level of commitment of a remaining requirement is Planned, that is, a planned requirement.
In combination with the Frequency and Level of Commitment fields, the Type of Requirement field allows a unique classification and handling of these requirements.
- Shipped Quantity
- The shipped quantity of the order line.
- Net Quantity
- The calculated net quantity of the order line.
- 1. Reference Number
- This field shows the first document reference number of the order line. The incoming release order must be a referenced requirement. The first reference number must be defined as the referenced key field in the CUM adjustment rule.
- 2. Reference Number
- This field shows the second document reference number of the order line. The incoming release order must be a referenced requirement. The second reference number must be defined as the referenced key field in the CUM adjustment rule.
- 3. Reference Number
- This field shows the third document reference number of the order line. The incoming release order must be a referenced requirement. The third reference number must be defined as the referenced key field in the CUM adjustment rule. The third reference number is only displayed in the order lines of the Shipment Schedule tab in the detail view of the Plans page.
- Expected Delivery Date
- The expected delivery date and time. The field is used for trading partner A0230 Renault Europe.
- Dock Code
- The receiving location of a customer or the shipping location of an organization, for example, a gate number for trucks.
- Routing Code
- The routing code defines the route for the
transportation of goods. For example, the routing code is sent in
DELJIT
message on requirement level by the trading partner PSA. In the Alternative Logistics process of the trading partner, the routing code is unique per transport handling unit. - Consumption Point
- From the drop zone, an item may be distributed on multiple consumption points.
- Customer Storage Location
- The field shows a location within the plant or warehouse where the goods are stored after receipt. A location indicates an organizational unit that is used to differentiate the item from other items that belong to different organizational units.
- Distribution Zone
- This field shows the delivery point from which the delivery is distributed to the consumption points. This field is used by French trading partners.
- Transport ID
- Transport ID of the forwarder for the transportation, which is predefined by the customer. The transport ID is similar to a shipper number of a customer or a pick-up sheet number that combines deliveries into one shipment.
- RAN
- Release Authorization Number of the
customer that uniquely identifies a firm requirement. Abbreviation:
RAN
. TheRAN
number is used instead of CUMs to synchronize release orders. ARAN
number is unique per pick-up date/time, arrival date/time, transport ID, and ship to location. In consequence, the sameRAN
number can be valid for different distribution zones and consumption points. - Project Number
- This field shows the project number of the release order.
- Dispatch Call-off Number (VAB)
- The binding schedule that is sent to the
supplier one day before picking up the material at the supplier's
location. Dispatch call-offs that are especially used by VW and Audi
are sent to the supplier in the format
GLOBAL DELJIT
. - Model Year
- The year in which the item was manufactured. Some Original Equipment Manufacturers (OEMs) send their schedules per model year. For example, the trading partner Chrysler sends EDI planning schedules per model year. The model change happens once in a year. Schedules for the old and new model year are sent to the suppliers for a short overlapping time horizon. To support this process in Release Management, the Standard Planning Schedule field mapping provides the field Model Year on requirement level.
- Delivery Instruction Number
- The field shows the number of the binding delivery specification. It must be met by suppliers and forwarders to fulfill the customer's requirements for the manufacturing, transportation, and delivery of goods.
- Delivery Instruction Revision
- The field shows the revision level of the valid delivery specification.
-
Review the information that is shown for sequenced
requirements in the Sequencing
Information field set:
- Line Feed Location
- The line feed location is a delivery location that is defined by the customer. It is transferred by release orders that have the message subtype Sequenced. The line feed location indicates the place on the assembly line. If there are several assembly lines such as in a large plant, then the line feed location indicates which assembly line.
- Vehicle Identification Number
- The vehicle identification number (VIN) consists of a structured combination of characters that is assigned to each vehicle by its manufacturer. The VIN is used by some OEMs to identify a vehicle on the assembly line for which an item is required. If, for example, the item is an assembly part of a car, then the number in the current field is the number of the car.
- Job Sequence Number
- The sequence number of the job for which the items are required. For example, in the sequencing process of the trading partner Smart a sequential forecast message is processed. When the message is processed, this field contains the planned job sequence of a vehicle. When the production sequence is completed, a sequential call-off message is processed. This field then contains the final job sequence of the vehicle. This is the job sequence on the assembly line for which the items are required.
- Logical Sequence Reference
- The logical sequence reference number of the manufacturer. For example, in the sequencing process of the trading partner Smart a sequential forecast message is processed. When the message is processed, this field contains the planned job sequence of a vehicle.
- Additional Vehicle Specification
- The additional vehicle specification of the manufacturer.
- Pilot Run Identification
- The field shows the identification number of the pilot run from the manufacturer.
- Manufacturing Reference Number
- This field shows a unique reference number that identifies a particular assembly or another manufacturing process. Some Original Equipment Manufacturers (OEMs) use the Logical Sequence Reference, the Job Sequence Number, or the Vehicle Identification Number as an equivalent for the Manufacturing Reference Number.
- Model Identification
- The model identification number of the manufacturer.
- Item Group Identifier
- The item group identifier that is defined by the manufacturer.
- Systems Sequence Reference
- The field shows the reference number of the systems sequence from the manufacturer.
- Additional Call-Off
- The field shows the additional call-off number of the manufacturer.
- Change Sequence
- The double-digit change sequence number that is used by trading partner BMW / Rolls Royce. It indicates that the sequence of vehicles on the assembly line has been changed.
- Supply Group
- The supply group that is defined by the manufacturer.
- Item Family
- The item family that is defined by the manufacturer.
- Label Number
- The label number that is used for the release order item.
- Line Feed Location Side
- The feed side of the assembly line.
- Production Area Key
- The field shows the key of the production area from the manufacturer.
- Production Area Date/Time
- Items must be available at this date and time in the production area.
- Purpose Code
- Sequence schedules and sequential
call-offs are sent with different purpose codes to the supplier.
Purpose codes control how requirements and sequencing data of
incoming sequence schedules and sequential call-offs are processed.
As a prerequisite, a generic reference field must be available in
the sequence schedules, which makes a requirement unique per item.
The field mapping of a sequence schedule stores this generic
reference field in the 1. Reference Number field of the
sequence schedule's order line. The field mapping of the sequential
call-off stores this generic reference field in the Sequence
field.
These purpose codes are supported:
- Insert: Release Management checks whether another order line with the same generic reference number exists. If the generic reference number is unique per plan, then a new order line is added. If the generic reference number already exists, then the new requirement and sequencing data replace the existing data of the order line.
- Update: The order line that must be updated is evaluated by comparing the generic reference numbers of the existing requirements and the new requirement. The reference numbers of the order line and the new requirement must be unique. If a matching order line is found, then the order line is updated with the available field information. If no matching order line is found, then the new requirement is added to the existing order lines.
- Delete: The order line that must be deleted is evaluated by comparing the generic reference numbers of the existing requirements and the new requirement. The reference numbers of the order line and the new requirement must be unique. If a matching order line is found, then the order line is deleted. If no matching requirement is found, then the sequence schedule revision is stored as an unprocessed plan. If alerting is configured correctly, then an alert message is sent per email to the responsible user. The user is informed that the unprocessed plan must be deleted on the Unprocessed Plans page.
-
Deactivate: This
purpose code is used to set a sequenced requirement with
message subtype Sequenced With
Shipping Window to Shipped. Individual
requirements can be deactivated when a new schedule revision
is created. The deactivation indicates that it is not
necessary to ship the requirement to the customer. This is
required, for example, in case of an item revision cutover.
Multiple items are ordered for one vehicle whereby only one
of the items must be shipped to the customer. In this case,
it is up to the supplier to decide, which item must be
shipped. When you select the purpose code and submit the
single plan on the Shipment
Schedule page, the shipped quantity is set to
the requirement quantity. The net quantity is set to zero on
the Shipment
Schedule tab and the Combined
Plan tab. The deactivated requirements are
published in the
SequenceSchedule BOD
to the ERP system with net quantity zero to remove these requirements. If alerting is configured correctly, then an alert message is sent to ION Pulse. The responsible users are informed in Infor OS Portal or Infor Ming.le. In addition, a log entry is added to the Release Management server log. - Reactivate: This purpose code is used to create a new regular open requirement that can be shipped to the customer. If the purpose code Deactivate was set by mistake, then a new sequenced requirement must be specified. The requirement must be specified with requirement quantity, requirement date, and purpose code Reactivate. You must specify the vehicle identification number in the fields 1. Reference Number and Vehicle Identification Number. The sequence is identified by the job sequence number that must be specified in the Job Sequence Number field. The requirements with a matching vehicle identification number and job sequence number of the same plan are treated as if they were not shipped. The manually entered requirements are added to the combined plan as regular open requirements with purpose code Reactivate and published to the ERP system. If alerting is configured correctly, then an alert message is sent to ION Pulse so that the defined users are informed in Infor OS Portal or Infor Ming.le. In addition, a log entry is added to the Release Management server log.
- Sequence Data
- This check box indicates whether the order line's item and requirement data have been completed with sequencing data. The sequencing data determine the exact sequence and time of vehicles that are manufactured on the assembly line.