Generating supplying relationships

When the Resources by Site concept is inactive, supplying relationships are maintained in the Supplying Relationships (cprpd7130m000) session. When the Resources by Site concept is activated, the supplying relationships are maintained in the Supplying Relationships (cprpd7131m000) session and they are set up in a different way. These are the differences:

  • The new supplying relationships are defined by plan item, whereas previously, supply relationships could be defined by planning cluster, item group, or plan item.
  • Only one supplying relationship within the same active-expiry time frame can be present for a supplying planning cluster.
  • The supplying item has same item code as the receiving item for supplying relations within a company.
  • A supplying relationship has new settings for lead times and lot sizing, and changed settings for capacity.

In the preparation stage, the Supplying Relationships (cprpd7130m000) session is renamed to Supplying Relationships (cprpd7130m000) and the previous settings are converted to the new setup and copied to the new Supplying Relationships (cprpd7131m000) session. This is done in the Generate Supplying Relationships (cprpd7231m000) session.

To convert the data, these steps are performed:

  • For supplying relationships defined for planning clusters or item groups, a new supplying relationship is defined for each plan item that belongs to the planning cluster or the item group if the plan item has supply source Distribution or a sourcing strategy with a distribution percentage.
  • If supplying relationships are present for an item at multiple levels, that is, at the planning cluster, the item group, or the item level, the supplying relationship at the item level is copied to the Supplying Relationships (cprpd7131m000) session.
  • In these cases, which are reported in the error report, and which require manual setup, supplying relationships cannot be copied to the Supplying Relationships (cprpd7131m000) session:
    • Supplying relationships with overlapping active-expiry time frames that are present for the same supplying planning cluster.
    • The item code of the supplying item is different from the item code of the receiving item.

These new settings for lead times and lot sizing, and changed settings for capacity are generated:

Lead times

If the carrier is specified in the Carrier field, the Calculate field is set to Automatic. This means that the lead times are calculated based on the distance tables defined in Freight.

If the carrier is not specified, the Calculate field is set to Manual, in which case the value in the Supply Lead Time field is taken from the Supplying Relationships (cprpd7130m000) session.

The supply calendar is taken from the calendar of the supply work center. If the work center has no calendar, or no work center was specified, the supply calendar is not specified.

The fixed order quantity in the Fixed field, the economic order quantity in the Economic field, and the increment in the Increment field are taken from the site of the plan item in the Items - Ordering by Site (tcibd2150m000) session.

For all new supplying relationships, the Available for planning check box is selected.

The Use for Planning check box is selected for one of the supplying relationships defined for a plan item. If multiple supplying clusters are present for a plan item, the Use for Planning check box is selected for the supplying relationship linked to the supplying cluster with the highest priority.

If a supply strategy is defined, the strategy determines whether this is the supplying relationship with the highest priority, the lowest cost, or the shortest lead time.

Using the Generate Supplying Relationships (cprpd7231m000) session

In this session, you can generate supplying relationships for ranges of planning clusters and plan items.

In the Skip Relations before field, you can specify a date. Supplying relations that are expired before that date are not converted to the new supplying relations.

Supplying relationships defined for customized items related to closed projects are not converted to the new supplying relationships.