To update master-plan data

You can run the Initialize, Roll, and Update Scenario (cprpd4200m000) session (with the Generate Item/Channel Master Plan check box selected) to update item master plans and, if applicable, channel master plans for a range of plan items. This topic describes the various steps of the procedure involved.

In this procedure, no supply plan is generated. If you want to generate or update supply plans, run the Generate Master Planning (cprmp1202m000) session or the Generate Master Planning (Item) (cprmp1203m000) session.

If necessary, LN first rolls the scenario. See Using a rolling scenario. Next, LN (re)generates the master plans of the selected plan items. The plan items are processed in order of phase number.

The update procedure consists of the following steps:

Step 1. Retrieve goods flow data from Warehousing

If you select the Update Goods Flow Data check box in the Initialize, Roll, and Update Scenario (cprpd4200m000) session, LN retrieves the goods flow data from the execution level. For channel master plans, only customer order data is retrieved. See To update goods-flow data.

When you choose Update in the Item Master Plan (cprmp2101m000) session, this step is always carried out.

If the plan item is a product family, Enterprise Planning does not retrieve the goods flow data from the execution level. Instead, Enterprise Planning aggregates this data from the item master plan of the child items to the item master plan of the family, based on the aggregation relationships.

Note

  • This aggregation is only carried out for item master plans (not for channel master plans).
  • This aggregation is only carried out in the Initialize, Roll, and Update Scenario (cprpd4200m000) session (not when you choose Update in the Item Master Plan (cprmp2101m000) session).
Step 2. Update receipts and requirements from Enterprise Planning

LN updates the following fields in the Item Master Plan (cprmp2101m000) session:

  • Special Demand
  • Dependent Material Demand
  • Dependent Distribution Demand
  • Planned Production Orders
  • Planned Purchase Orders
  • Planned Distribution Orders

Note

  • For channel master plans, only the special demand is updated.
  • If you run the Initialize, Roll, and Update Scenario (cprpd4200m000) session, LN removes the special demand that occurs before the start date of the scenario.
Step 3. Consume demand forecast

LN uses the actual demand to consume the demand forecast, the extra demand, and the special demand in the same or nearby plan periods.

Step 4. Generate critical requirements

If you select the Generate Requirements check box in the Initialize, Roll, and Update Scenario (cprpd4200m000) session, LN generates the material and capacity requirements based on the following:

Note

  • This step is not carried out for channel master plans.
  • When you choose Update in the Item Master Plan (cprmp2101m000) session, this step is always carried out.
Step 5. Recompute projected inventory and ATP

LN updates the following fields in the Item Master Plan (cprmp2101m000) session:

  • Projected Inventory
  • ATP
  • Cumulative ATP

For channel master plans, the channel ATP is recomputed.

Note

A similar procedure is carried out when you choose Update in the Item Master Plan (cprmp2101m000) session.

When a scenario is rolled forward, LN updates the planning data for all plan items.

If you select the Multicompany Updating check box in the Initialize, Roll, and Update Scenario (cprpd4200m000) session, LN carries out the steps listed above for each logistic plan within the multicompany structure. See Multicompany planning.

After the update, LN updates all resource master plans that need to be updated.

You can view the results of the update in the following sessions:

  • Item Master Plan (cprmp2101m000)
  • Channel Master Plan (cpdsp5130m000)
  • Resource Master Plan (cprmp3501m000)

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