Example 1 - No stock

The Pre-requisites for this scenario:

The Calculate Schedules input values for the Macro or worksheet:

• Order Start Offset: “” (macro) or 0 (macro or worksheet)
• Requirements horizon: “” (macro) or 365 (worksheet)

Global inputs (cycle period and engine call values):

• Current Planning Period: FY16 M07 (2016-06-27 – 2016-07-24)
• Start_date: 2016-06-27 (Start Date of the Current Planning Period)
• Cycle Future Horizon: 52 weeks
• End_date: 2017-06-27 (Start Date of the Current Planning Period + Cycle Future Horizon in days)

Item code: 10541

Location code: B1

Measure mapping inputs:

• Default Source Method: 1 (Transfer)
• Opening stock: 0
• Reorder Point (ROP): 100
• Receiving calendar ID: 1
• Freeze Period: 7
• Lead Time (Transfer): 7
• Minimum Lot Quantity (Transfer): 20
• Increment (Transfer): 5

ROP schedule logic

For No override pattern for the order receiving dates:

• The first possible order date in the future horizon is calculated as Start_date + MAX of Order Start Offset (0), (Transfer) Lead Time (=7), Freeze period (=7). First_order_date = 2016-06-27 + 7 = 2016-07-04.
• Receiving_date = 1st non-zero day in the receiving calendar >= first_order_date AND <=End_date: 2016-07-04.
• If the receiving_date is identified, check for any existing orders available prior to receiving_date:
  • Get Orders (Start_date: 2016-06-27, receiving_date: 2016-07-11). See, Get Orders logic flow.
  • Sum of the orders (planned, fixed, firm and scheduled) prior to receiving_date is displayed.
  • Get Orders: 0
• Available stock (Opening stock + Get Orders): 0

If the Available Stock < ROP, determine the order type and order locations:

• From measure mapping: Default Source Method = 1 (Transfer)
• For Order Locations (Transfer):

  Table 1. For Supply allocation of type = Transfers In, these are the populated attributes

  Allocation Type	Measure	Item attribute	Location attribute	Source Location
  Transfers In	Receipt Combination	item_id	destination_location_id	source_location_id
  Transfers Out	Shipment Combination	item_id	destination_location_id	source_location_id

• Transfers In and Transfers Out measures populated = TRUE
• Item Attribute mapped for this allocation = TRUE
• Location attribute mapped for this allocation = TRUE
• Source Location attribute mapped for this allocation = TRUE
• Check the Scenario Values for allocation type ‘Transfer In’ with measure ‘Receipt Combination’ (SPLS_RECEIPT_TUPLE) and matching attributes:
  • Item_id: 10534
  • Destination_location_id: B1
  • PCONST for a value ! = 0
• The first match that is returned:

  Measure Name	Item	Location	Value	Item_id	Destination_location_id	Source_lovation_id
  Receipt combination	10534	IN: F1 to B1	1	10534	B1	F1

If Allocation! = 0 found = TRUE:

• Note the source_location_id attribute value.
• Check the Scenario Values for allocation type ‘Transfer Out’ and measure ‘Shipment Combination’ (SPLS_SHIPMENT_TUPLE) and matching attributes:
  • Item_id: 10534
  • Destination_location_id: B1
  • Source_location_id: F1
  • PCONST for a value ! = 0
• The first match that is returned:

  Measure Name	Item	Location	Value	Item_id	Destination_location_id	Source_lovation_id
  Shipment combination	10534	OUT: F1 to B1	1	10534	B1	F1

If Allocation! = 0 found = TRUE:

• Return order destination (Destination Location) as matched Transfers In location element: IN:F1 to B1.
• Return order item as matched Transfers In item element: 10534
• Return order source (Source Location) as matched Transfers Out location element: OUT:F1 to B1
• Return: TRUE
• If valid elements Get Order Locations = TRUE, check for a possible critical expedite exception for the planned order based on the Receiving Date and Start Date (need date) using the standard Get Critical Flag process for an order. Critical_flag = Get Critical Flag (Receiving_date, Start_date).
• A Planned Transfer Order with this data is generated:
  • Value = 100 (ROP - Available Stock, rounded to min lot + n increments)
  • Source Measure = Planned Shipment (Derived from: Order mapping for planned order type)
  • Destination Measure = Planned Receipt (Derived from: Order mapping for planned order type)
  • Item = 10534
  • Destination Location = IN: F1 to B1 (Derived from Get Order Locations)
  • Source Location = OUT: F1 to B1 (Derived from Get Order Locations)
  • Delivery date = 2016-07-04 (receiving_date)
  • Ship date = 2016-06-27 (receiving_date - lead time)
  • Need date = 2016-06-27 (Start_date)
  • Critical Flag = Critical_flag