To maintain an item master plan

This topic explains how you can generate, review, update, or delete item master plans.

How to generate an item master plan

  1. Make sure that the item is defined as a plan item in the Items - Planning (cprpd1100m000) session.
  2. In the Items - Planning (cprpd1100m000) session, select the Master Plan check box.
  3. In the Items - Planning (cprpd1100m000) session, set the planning horizon (see Horizons and time fences).
  4. Start the Initialize, Roll, and Update Scenario (cprpd4200m000) session.
  5. Specify the scenario in which you want the item master plan to be created. This scenario must have the plan status Open.
  6. Specify the plan item involved.
  7. Select the Generate Item/Channel Master Plan check box.
  8. Set the remaining options as appropriate, and choose Initialize.

How to view and manually edit an item master plan

In the Item Master Plan (cprmp2101m000) session, you can view an item's master plan. Moreover, you can manually edit various fields on the Edit tab:

  • Demand Forecast
  • Extra Demand
  • Inventory Plan
  • Production Plan
  • Purchase Plan

How to update item master plan data

To update the demand and inventory data displayed in the item master plan (but not generate a supply plan), you have the following options:

  • Choose the Update command in the Item Master Plan (cprmp2101m000) session.
  • Run the Initialize, Roll, and Update Scenario (cprpd4200m000) session.

If you use the Update command in the Item Master Plan (cprmp2101m000) session, the master plan data of the current item is updated, including the goods-flow data from the execution level.

If you want to update the item master plan data for a range of plan items, and/or need more options, you can use the Initialize, Roll, and Update Scenario (cprpd4200m000) session. Here you can enable or disable the update of the goods-flow data, as well as the generation of requirements (for an existing production plan). You can also use this session to update goods-flow data for product families (by aggregation from the item master plans of the child items).

If you do not only want to update the demand and inventory data, but to (re)generate a supply plan as well, you need to run a master plan simulation.

How to simulate an item master plan

Simulating a master plan involves updating the demand and inventory data, and (re)generating a supply plan.

To simulate an item master plan, run one of the following sessions:

  • Generate Master Planning (Item) (cprmp1203m000)
  • Generate Master Planning (cprmp1202m000)

The Generate Master Planning (Item) (cprmp1203m000) session, which you can find in the appropriate menu of a number of sessions in Enterprise Planning, runs a simulation for only one item. A number of options are available for the simulation run. For example, you can:

  • Constrain the range of plan periods for which the simulation is performed.
  • Disable the goods-flow update.
  • Simulate within the time fence.

The Generate Master Planning (cprmp1202m000) session is the most configurable way to run a master plan simulation. This session can handle a range of plan items, and has a number of extra options. For example, you can:

  • Perform a net-change calculation.
  • Set the number of iterations used in the workload control (WLC) planning engine.

How to delete an item master plan

You can delete an item master plan (or a range of item master plans) in the Delete Master Plan (cprmp2210m000) session.

Note: If you want to delete all item master plans for a plan item (in all scenarios), you can do so by clearing the Master Plan check box in the Items - Planning (cprpd1100m000) session.