Items - Planning Defaults (cprpd1110m000)

item type

Allowed values

Product
Purchased
Manufactured
Generic
Cost
Service
Subcontracted service
List
Tool
Equipment
Engineering module
Rental Product

item group

The planning cluster to which the item is linked.

Ordering Site

The ID of the item supplying site. Supply orders are created for this site and the linked ordering warehouse.

Note: The site must belong to the same planning cluster as the selected item.

Plan Level

plan level

Supply Source

The supply source of the plan item.

Note: If multisite is active, the supply source is defined in the Items by Site (tcibd1550m000) session.

Allowed values

Item Source: The plan item is supplied by means of production or purchase orders, unless a specific sourcing strategy is defined.
Distribution: The plan item is supplied by means of distribution orders, unless a specific sourcing strategy is defined.

Actual Supply Source

The default supply source for the selected item group. This source is defined in the Item Defaults by Site (tcibd1551m000) and Item Control and Defaults by Site (tcibd1552m000) sessions.

Ordering Warehouse

The warehouse from and to which the item is normally delivered.

Note:

If multisite functionality is active, the default warehouse is defined in the Item Ordering Defaults by Site (tcibd2151m000) and Item Control and Defaults by Site (tcibd1552m000) sessions.
The warehouse of the item must belong to the item's planning cluster and is defaulted from the site.

Planner

planner

If this field is empty, no planner in particular is responsible for this plan item.

Horizons

Master Plan

If this check box is selected, an item master plan is maintained for the item.

Note:

If this check box is selected, you can use master planning next to order planning to plan supply.
If this check box is cleared, master-plan functionality is not available. In this case, order planning is the only available planning system for this item.
Only maintain a master plan for an item if you need specific master-plan functionality, because it can decrease system performance.

Use Time Fence

Select or clear the Use Time Fence check box to indicate whether or not you want to use the specified time fence to plan an individual item.

If this check box is selected, Enterprise Planning uses the time fence according to the setting of the Generate within in the Generate Order Planning (cprrp1210m000) session to plan orders for an individual item.

For example, when you select zero as time fence and you have a sales demand for yesterday, the planned finish date of the planned order is today, because Enterprise Planning cannot plan in the past.

If this check box is cleared, Enterprise Planning ignores the time fence you defined for the current scenario. In this way you can overrule the setting of the Generate within check box in the Generate Order Planning (cprrp1210m000) session.

If you clear the Generate within check box in the Generate Order Planning (cprrp1210m000) session, Enterprise Planning plans from the time fence for those plan items for which you select the Use Time Fence check box, and within the time fence for items for which the Use Time Fence check box is cleared. In the last case, Enterprise Planning can plan in the past (no time fence).

For example, you have a sales demand for yesterday and you disable the time fence field. Enterprise Planning plans the finish date of the planned order for yesterday, because Enterprise Planning can plan in the past in that situation.

Time Fence

time fence

Time Fence Unit

Select Hours or Days as the time unit in which you want to express the time fence.

If you select Hours, LN sets the time fence by taking into account the workable hours, starting from the time point on which LN generates the order planning, and by adding up the value you define in the Time Fence field.

Suppose you set the time fence to 7 hours, and the working hours for every day of the week are from 8:00 am to 17:00 pm. If LN generates the order planning on Wednesday, 13:00 pm, it sets the time fence to Thursday, 11:00 am.

Forecast Time Fence

forecast time fence

This field contains the default value for the Forecast Time Fence field in the Items - Planning (cprpd1100m000) session.

Order Horizon

order horizon

Planning Horizon

planning horizon

Production Schedule Horizon

The time period for which Enterprise Planning uses planned production schedules to plan the supply.

The production schedule horizon is expressed as the number of working days from the date you execute the simulation.

If the value is zero, Enterprise Planning does not use planned production schedules to plan supply.

To calculate this value, LN uses the calendar linked to the enterprise unit of the default warehouse of the plan item.

Note: This field is applicable only if Repetitive Production Schedules check box is selected in the Repetitive Manufacturing Parameters (tirpt0100m000) session.

Operations Horizon

The number of workdays after which the fixed lead-time horizon starts.

Note: The start of the fixed lead-time horizon is rounded to the end of a plan period. Effectively, this means that the fixed lead-time horizon starts at the next plan period.

If the value of this field is greater than the order horizon, this effectively means that no fixed lead-time horizon is used.

Note: If the Operations Horizon field is zero, you cannot transfer the generated planned orders to the execution level, because Enterprise Planning links no routing operations to the planned order. You can use this setting only for simulations.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Start of fixed lead-time horizon.

Lead Times

Order Lead Time

order lead time

Safety Time

The safety time defined in the Items - Ordering (tcibd2100m000) details session.

The safety time is expressed in days, or hours.

Extra Lead Time

extra lead time

Unit for Extra Lead Time

Select Hours or Days from the pull-down menu as the default quantity to specify the Extra Lead Time.

Fixed Delivery

The fixed-delivery code for the plan item involved.

Note: If this field is empty, fixed delivery is not used for the plan item involved.

Automate Update Horizons

If this check box is selected, LN automatically updates the order horizon and/or the planning horizon when you run the Check Horizons (cprpd1200m000) session.

Use Available to Transfer Lead Time

If this check box is selected, non-excess cost pegged supply may be transferred to a demand with a higher priority. New supply is raised to fulfill the demand of the original cost peg.

Note:

Non-excess transfer is for inventory and scheduled supply.

If a multiplier is applied to the minimum planning horizon you can determine the actual planning horizon.

Online ATP Update

If this check box is selected, LN updates the ATP for a plan item online if a planned or actual inventory transaction is recorded for the plan item.

LN updates the ATP over the entire planning horizon, but only in the actual scenario.

Note:

Online ATP updates require processing power and therefore performance. You must only use online ATP updates for:

Items for which the CTP is checked online
Items for which the CTP is used during distribution planning
Business processes that require up-to-date ATP figures

You can select this check box only if the Master Plan check box is selected.

Note: If you use ATP functionality for an item that has no master plan, no online ATP updates are necessary. In this case, the ATP is always computed online.

Critical in CTP

critical in CTP

Note: The performance (speed) of the component CTP check is greatly influenced by the number of components that are checked. The best approach is to have only the most important components checked.

Component CTP

If this check box is selected, a component CTP check will be carried out for this item, if the CTP of this item is checked, and the requested quantity of the item cannot be covered by the available inventory.

Capacity CTP

If this check box is selected, a capacity CTP check will be carried out for this item, if the CTP of this item is checked and the requested quantity of the item cannot be covered by the available inventory.

Channel ATP

If this check box is selected, a channel ATP check is carried out in addition to other CTP checks.

CTP Time Fence

CTP time fence

CTP Horizon

CTP time fence

Production Plan: Select one of the following update options from the pull-down list.
Purchase Plan: Select one of the following update options on the pull-down menu.
Inventory Plan: Select one of the following update options on the pull-down menu.
Demand Forecast: Select one of the following update options from the pull-down list.

Central Multicompany Planning

If this check box is selected, the item can be planned in a central multicompany planning run.

If you clear the Multicompany Planning check box in the Planning Parameters (cprpd0100m000) session, this check box is not available.

Exclude from Pegging

If this check box is selected, the planned item is excluded from pegging.

Note: This check box is disabled if the plan item is a project pegged item.

Critical in Master Planning

If this check box is selected, this plan item is critical in master planning. This means that in the master-planning process in Enterprise Planning , this item is treated as a critical component.

In order planning, all components are taken into account. In master planning, only critical components are considered.

Note: Master planning uses an item's bill of critical materials (BCM) for production planning. As a rule, the BCM is derived from the BOM, and contains only those components that are designated as critical in master planning. You can generate a BCM for an item in the Generate Bill of Critical Materials (cprpd3220m000) session.

Forecast-Based Generation Method

If this check box is selected, the inventory plan is generated on the basis of the expected demand of the plan item during a certain forecast horizon.

If this check box is cleared, the inventory plan is generated on the basis of the safety stock level and the seasonal pattern.

Dependent Demand Forecast

If this check box is selected, the calculation of the demand forecast is based on the historical demand data of both the dependent demand and the independent demand.

If this check box is cleared, the calculation and consumption of the demand forecast is based on the independent demand only.

If the calculation of the demand forecast takes the dependent demand into account, the forecast is also consumed by the dependent demand.

Forecast Horizon

forecast horizon

You can only access this field if the Forecast-Based Generation Method check box is selected.

Family CTP

If this check box is selected, a family CTP check is carried out for this item, if the CTP of this item is checked.

Family Company

family company

Family Item

The family item denotes the item to which the CTP check can be redirected.

Allowed values

The item must have been defined in the family company.

The family item can be an item that you defined in another logistical company.

Start of Family CTP Horizon

family CTP horizon

Constraint

If this check box is selected, the availability of the plan item is a constraint in the planning.

This field is only used in the Workload Control master planning method.

Note: You can also select the Constraint check box for items to plan them with the Workload Control master planning method. Note that if the plan item involved is present in more than one planning cluster, you can only have a production plan in one planning cluster, because the warehouse specified in the BOM/BCM determines from which warehouse Enterprise Planning retrieves the components for the plan item involved. For a production plan for item X in planning cluster 1 and a production plan for item X in planning cluster 2, LN uses the same BCM warehouse: either in planning cluster 1 or in planning cluster 2.

Master Plan Unit

The plan unit for master planning.

With a master plan unit, you can choose a master planning engine for an item.

Note:

You do not have to enter a plan unit in this field in the following cases:

The item is planned with the infinite planning (not taken any constraints into account).
The item does not have a master plan (the Master Plan check box is cleared).
All supply is planned by order planning (the order horizon has the same length as the planning horizon).
No production plan is generated (in other words, the Automatic Update of Production Plan field has the value (Dis)aggregate

Priority

Specify the appropriate level of priority if you selected the Constraint check box.

Enterprise Planning takes into account the priority of a plan item if you use the workload control as master-planning engine, and you selected Yes or Only in the Consider Item Priority field of the Work Load Control Parameters (cpwlc2101m000) session.

Items - Planning Defaults (cprpd1110m000)

Field Information