Create Delivery Schedule Demands Manually

This document explains how you create the delivery schedule demands for a new delivery schedule (DS), as well as how you add new demands to an existing delivery schedule.

The delivery schedule demands include information such as quantities, requested demand date and time, and whether the demand is firm or a forecast.

You perform this activity when you have created the delivery schedule item line.

Outcome

Delivery schedule demands are created, which means that the customer's demands have been entered.

The delivery schedule is now completely entered. Together, the delivery schedule header, delivery schedule item lines and delivery schedule demands form a complete delivery schedule.

The delivery schedule has also been automatically validated. Refer to Delivery Schedule Validation for further description of the validation logic.

As the delivery schedule is validated automatically, the next step will be activation. Activation can be performed for each item separately in 'Delivery Schedule. Connect Items' (RSS101), or for the entire DS in 'Delivery Schedule. Open' (RSS100).

Refer to Activate a Delivery Schedule for more details.

The following files are updated:

The delivery schedule demand file (ORSINS)

The delivery schedule item line file (ORSITM) in terms of item status and highest and lowest status among the DS item line demands

The delivery schedule header file (ORSHED) in terms of highest and lowest item status among the DS items lines.

Before you start

Steps in Create a Delivery Schedule Header Manually must be completed.

Follow these steps

Create/Review delivery schedule demands

  1. Start 'Delivery Schedule. Connect Demands' (RSS102) by using option 11=Demands in 'Delivery Schedule. Connect Items' (RSS101/B).

    If you use the recommended panel sequence E1 in 'Delivery Schedule. Connect Items' (RSS101/B), 'Delivery Schedule. Connect Demands' (RSS102) will start once you have created the DS item lines.

  2. Open the P panel by pressing F13. Choose which fields you want to be displayed in the edit and registration modes. Press Enter.

    The recommended panel sequence is EF.

  3. On the (RSS102/B) panel, select sorting order 1 and enter the required demand date, time and item quantity.

    Press F17=Edit/registration to switch between the edit and registration modes. The registration mode will go to the first empty line and propose the next date compared to the last created demand. The edit mode goes to the top of the list.

    The requested demand date and time is either defined as the date at the final destination or the date when the goods should leave the M3 warehouse, expressed as the departure date and time. The date type in the '140 Date type in delivery schedule' field in 'Settings - Partners' (RSS015), determines which method to use. The possible transportation lead time is retrieved according to the settings in 'Route Selection Table. Open' (DRS011), and is activated via the '235 Calculate transportation lead time' field in 'Settings - Partners' (RSS015).

    Requested demand time is not mandatory and can be deactivated via the '515 Are hours and minutes in use' field in 'Settings - Partners' (RSS015) independently of the settings in (RSS102/P).

    One practical way of proposing requested demand dates is to use a delivery pattern. A delivery pattern fills the list with dates according to the pattern definition.

    The requested quantity is preferably entered as the gross demand stated in the customer's DS. Gross demand should be seen as the demand not affected by any reconciliation or any packaging size adjustments.

  4. Indicate the customer's desired level of commitment by filling in the appropriate code in the 'Demand commitment' field.

    The demand commitment indicator determines how the customer wants M3 to interpret each demand. It can be used to create different types of customer orders when the net schedule is created. The following fields in 'Delivery Schedule Type. Open' (RSS010) determine the separation of customer order types:

    • '010 Order type forecast'
    • '015 Order type release
    • '060 Demand commitment - released'.

      There are three ways to retrieve the demand commitment indicator automatically:

    • By setting default values in the (RSS102/B) panel header
    • By using a delivery pattern.
    • By using the '205 Override demand commitment' field in 'Settings - Partners' (RSS015) and 'Partner. Define Demand Commitment Calculation' (RSS018).

      The first two methods propose values in the panel immediately. The third method calculates the value when the DS item line is validated.

  5. If there is no default value in the 'Demand bucket indicator' field, fill in the actual time bucket of the demand.

    The demand bucket indicator indicates the time bucket covered by the demand.

    If you want to retrieve the demand bucket indicator automatically, use the same three ways as for the demand commitment indicator described in the previous step.

  6. Fill in a code that indicates the reason for the demand in the 'Demand reason' field.

    Usually, this field is set with value 0=Normal demand. Any backorder stated by the customer should be entered with value 3=Backorder. No other values affect the processing of a DS, but they can be used for informational purposes.

  7. Repeat these steps for all demands in the DS. Press Next when all demands are entered.

  8. Depending on whether you have entered gross demands or net demands, choose one of the following alternatives.

    • If the entered demands have been entered as gross demands, continue with Update reconciliation information.
    • To review the data on the E or F panels, continue with Review the data .
    • To finish the demand entry press F3 to open the (RSS101/B) panel, where you can continue to connect more items.

Update reconciliation information

  1. To present valid reconciliation information, toggle by pressing F16 on the (RSS102/B) panel.

    Reconciliation method (delivery note or cumulative) is defined in 'Settings - Partners' (RSS015), parameter 015.

    For more details regarding the concept of reconciliation, see Reconciliation of Delivery Schedule Demands.

  2. Depending on which reconciliation method is valid, choose one of the following alternatives:

    • If delivery note reconciliation is valid, continue with the next step.
    • If cumulative reconciliation is valid, enter the customer's cumulative quantity in the 'Customer's cumulative quantity' field.

  3. Specify the delivery note number in the 'Delivery note number' field. Select the M3 delivery number that matches the last received delivery, as stated by the customer.

    It is important to point out that the chosen delivery number is the last delivery received at the customer's final destination, which is not necessarily the same as the last delivery sent from the M3 warehouse.

  4. Review the reconciliation information in the panel header.

    The different fields that appear present all input to the reconciliation and the calculated balance. The balance will either create a backorder (if it is negative) or reduce the gross demands (if it is positive). The actual transformation of the gross demands to net demands is made when the net schedule is created.

    By checking the presented information, you have the chance to discover whether the wrong delivery number has been chosen.

  5. Update the selected delivery number by pressing F14=Update reconciliation.

    By updating the delivery number, you have now chosen a delivery number to be used as the synchronizing point when performing reconciliation for the current DS item line.

  6. Specify the customer's cumulative quantity in the 'Customer's cumulative quantity' field.

    The entered cumulative quantity is the cumulative value after the last received delivery at the customer's final destination, which is not necessarily the cumulative after the last delivery sent from the M3 warehouse.

  7. Review the reconciliation information in the panel header.

    The different fields that appear present all input to the reconciliation and the calculated balance. The balance will either create a backorder (if it is negative) or reduce the gross demands (if it is positive). The actual transformation of the gross demands to net demands is made when the net schedule is created.

    By checking the presented information, you have the chance to discover whether the wrong cumulative has been entered.

  8. Update the selected customer's cumulative quantity by pressing F14=Update reconciliation.

    By updating the customer's cumulative quantity, you have now defined the cumulative to be used as a starting point when performing reconciliation for the current DS item line.

  9. Depending on whether you want to finish the demand entry or review the E and F panels, choose one of the following alternatives.

    • To finish the demand entry press F3 to open the (RSS101/B) panel, where you can continue to connect more items.
    • To review the data on the E or F panels, continue with Review the Data.

Review the data

  1. Review the Data on the E Panel

    Review the values in the 'Contract number', 'Instruction action code' and 'Cumulative quantity' fields.

    • 'Contract number' at the demand level is defaulted from the item line level, but can be changed here for individual demands.
    • 'Instruction action code' is normally used for JIT demands and indicates what should be done with the JIT demand in the JIT process.
    • 'Cumulative quantity' can be entered here if the customer chooses to send demands as cumulatives instead of requested discrete quantities. If you enter a cumulative demand quantity, the validation process will calculate the requested quantity based on the start cumulative and the respective demand's cumulative value. The start cumulative is defined in 'Delivery Schedule. Open Cumulative Figures' (RSS104) and should be defined with cumulative type 2=Quantity scheduled received. Note that this is not the same as cumulative reconciliation.

  2. Review the Data on the F Panel

    Review the values in the 'Customer order number', 'Production sequence number', 'Chassi number', 'Kanban card number' and 'Your reference' fields. Press Enter.

    • The customer's order number at the demand level is defaulted from the item line level, but it can be changed here for individual demands.
    • 'Production sequence number' is normally used for JIT demands and indicates the relative position of the demand in a production sequence.
    • 'Chassi number' is normally used for JIT demands and links the demand to a specific chassi. Links to chassis are normally used within the automotive industry.
    • 'Kanban card number' is normally used for JIT demands and links the demand to a specific kanban card number in a kanban loop.
    • The 'Your reference 1' field is normally used for JIT demands and is used as a free reference number if none of the ones stated above can be used.

Finish demand entry

  1. Press F3 to open the (RSS101/B) panel, where you can continue to connect more items.

    When F3 is pressed, the DS item line will be validated if any new demands are entered or if any changes have been made. The status of the item will be 10='Validated, activation not run' if the item has been validated successfully.

    Refer to Validate a Delivery Schedule for a detailed description.

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