To let your supplier perform the supply planning - Procedure

This topic describes the customer's side of the procedure for planning an item by a supplier.

Overview

For the customer, the following procedures are relevant:

  • Procedure 1: Sending the forecast
  • Procedure 2: Receiving the confirmed supply

After you send the forecast and before you receive the confirmed supply, the supplier performs the planning. For a description of the supplier actions, refer to To perform the supply planning for your customer - Procedure.

To review previous revisions of the forecast and the corresponding confirmed supply, use the Forecast by Revision to Supplier (cpvmi0503m100) session.

For an overview of the plan during all steps of the procedure, use the Item Supplier Plan-Find (cpvmi0530m000) session.

Procedure 1: Sending the forecast
Step 1.  Generate Order Planning (cprrp1210m000)

Run the Generate Order Planning (cprrp1210m000) session. The planning process determines the value of the VMI Relation field in the Items - Planning (cprpd1100m000) session, based on the available VMI suppliers, valid purchase contracts, and terms and conditions agreements. If a plan item's VMI role is Receive Customer Forecast, the planning process does not generate planned orders for that item, because the supplier takes care of the supply planning.

If in the Terms and Conditions Line (tctrm1620m000) session, on the Planning tab, the Send Forecast to Supplier check box is selected in the relevant terms and conditions agreement, the planning process generates a forecast for the item.

Step 2.  Forecast to Supplier (cpvmi0102m000)

To check and adjust the forecast manually, use the Forecast to Supplier (cpvmi0102m000) session.

Make sure the forecast complies with the frozen zone- and frozen zone+ specified in the relevant terms and conditions agreement.

Step 3.  Approve Forecast to Supplier (cpvmi0202m000)

You must approve the forecast, before you can send the forecast message to the supplier.

To approve the forecast, use one of the following methods:

  • To approve the forecast for a range of items, use the Approve Forecast to Supplier (cpvmi0202m000) session. Specify which checks the session must apply before approving the forecast.
  • To approve the forecast for one particular item, start the Forecast to Supplier (cpvmi0102m000) session, and click Set Approved for Sending.
Step 4.  Send Forecast to Supplier (cpvmi0202m100)

To send the forecast, use the Send Forecast to Supplier (cpvmi0202m100) session.

To send the forecast, use one of the following methods:

  • Using Business Object Documents (BOD)
    Under Send Method, select Publish or Print and Publish.
  • Not controlled by LN
    Under Send Method, select Print. LN does not send the information. You must take care of that by other means, for example fax.

You can send the forecast for a single item also by using the Send command in the Forecast to Supplier (cpvmi0102m000) session.

Procedure 2: Receiving the confirmed supply

This procedure is applicable only if your supplier sends confirmed-supply messages. This is the case if the Use Confirmed Supply check box is selected in the Terms and Conditions Line (tctrm1620m000) session in the relevant terms and conditions agreement.

If the supplier does not send confirmed-supply messages, the item order plan displays the sent forecast as Expected Supply.

Step 1.  Forecast by Revision to Supplier (cpvmi0503m100)

When you receive a confirmed-supply message, you can use the Forecast by Revision to Supplier (cpvmi0503m100) session to inspect this revision of the confirmed supply.

To enter confirmed supply received by fax or mail, use the Confirmed Supply from Supplier (cpvmi0105m000) session. (Usually, however, the confirmed supply is received automatically in LN by electronic messaging.)

To display an overview of all stored revisions, use the Forecast Revisions to Supplier (cpvmi0503m000) session.

Step 2.  Accept Confirmed Supply from Supplier (cpvmi0205m000)

Until you accept a confirmed-supply revision, the planning process does not take that revision into account.

To accept the confirmed supply, use one of the following methods:

  • To accept all received confirmed supply automatically without checking, in the EP Parameters (cprpd0100m000) session, select the Automatic Accept Confirmed Supply check box.
  • To accept the confirmed supply for a range of items, use the Accept Confirmed Supply from Supplier (cpvmi0205m000) session. Specify which checks the session must apply before accepting the confirmed supply.
  • To accept the confirmed supply for one particular item, start the Forecast by Revision to Supplier (cpvmi0503m100) session, and click Accept Confirmed Supply. If any planned receipt date is before the current date, or the delivery dates do not match the agreed pattern, LN asks you whether you accept the deviations.
Step 3.  Item Supplier Plan (cpvmi0530m000)

To view the result of the planning that the supplier performed, use the Item Supplier Plan (cpvmi0530m000) session.

The item supplier plan is similar to the item order plan, with the following differences:

  • The item supplier plan only shows the demand and supply for one VMI supplier.

  • You can choose what the item supplier plan displays as demand:

    • The calculated forecast
    • The sent forecast
    • The actual and planned forecast (same as item order plan)
  • Additional columns display the confirmed forecast and unconfirmed forecast.
To review historic data

To display an overview of all stored revisions of forecast and confirmed supply, use the Forecast Revisions to Supplier (cpvmi0503m000) session and double-click a revision to display the details.

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