This document explains how you enable the use of macro orders in M3 Supply Chain Planning and M3 Manufacturing.
Macro orders are used to facilitate planning when dealing with large order volumes. A macro order consists of relevant summary information from orders and/or supply chains that are aggregated on a suitable level from a planner's perspective.
In current version of the system, macro orders are only used when M3 Planning Workbench (M3 PWB) is integrated with M3 Business Engine (BE).
The macro order functionality is activated and defined so that macro orders will be aggregated according to the requirements of the planners at your company.
For use cases, refer to the list of documents in the See also section.
Activate Macro Order Functionality and Define Time Frames
First, you activate the macro order functionality and define which bucket lengths to use when orders and/or supply chains are aggregated into macro orders. For each bucket length a macro order will be created.
Different bucket lengths can be used for preliminary orders and approved orders, thereby enable you to use a higher aggregation level for preliminary orders on a longer horizon in order to minimize the information that the planner needs for validation.
This is done in 'Settings – Macro Order' (RPS800).
Define Macro Order Policy
Next, you define a set of macro order policies. A policy basically consists of a set of rules that determines on which item level orders and/or supply chains are connected to a macro order from a product and demand perspective, as well as how the materials and operations in the orders and/or supply chains are aggregated.
This is done in 'Macro Order Policy. Open' (RPS350).
Connect Items to Macro Order Policy
Finally, you connect items with similar characteristics to each macro order policy. You do so by using control objects such as product group and item group. All items that belong to the specified control object ID are then automatically connected.
This is done in 'Macro Order Policy Selection Table. Open' (RPS360).