Example 2 - Available stock below ROP (Restricted calendar)

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 (Current Planning Period's Start Date)
• Cycle Future Horizon: 52 weeks
• End_date: 2017-06-27 (Current Planning Period's Start Date + Cycle Future Horizon in days)

Item code: 10339

Location code: B1

Measure mapping inputs:

• Default Source Method: 2 (Purchase)
• Opening stock: 13
• Reorder Point (ROP): 100
• Receiving calendar ID: 2
• Freeze Period: 10
• Lead Time (Purchase): 7
• Minimum Lot Quantity (Purchase): 20
• Increment (Purchase): 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
  • Lead Time (Purchase) = 7
  • Freeze Period = 10
  • 2016-06-27 + 10 = 2016-07-07
• Receiving_date = 1st non-zero day in the receiving calendar >= first_order_date AND <=End_date:

  Non-zero days from Start_date	Day of week	Before or After first_order_date?	Before or After End_date?
  2016-06-27	Monday	BEFORE	BEFORE
  2016-07-04	Monday	BEFORE	BEFORE
  2016-07-11	Monday	AFTER	BEFORE

• 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: 2016-07-04). See, Get Orders logic flow.
  • Sum of the orders (planned, fixed, firm and scheduled) prior to receiving_date is displayed.
  • Get Orders: 40
• Available stock (Opening stock + Get Orders): 53

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

• From measure mapping: Default Source Method = 2 (Purchase)
• For Order Locations (Purchase):

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

  Allocation Type	Measure	Item attribute	Location attribute	Source Location
  Purchases	Supplier Combination	item_id	location_id	supplier_id

• Purchases measure populated = TRUE
• Item Attribute mapped for this allocation = TRUE
• Location attribute mapped for this allocation = TRUE
• Supplier attribute mapped for this allocation = TRUE
• Check the Scenario Values for Supply Combination (SPLS_RECEIPT_TUPLE) and matching attributes:
  • Item_id: 10339
  • 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
  Supplier combination	10339	S001@B1	1	10334	B1	F1

If Allocation! = 0 found = TRUE:

• Return order destination as matched Purchase allocation's item element: 10339
• Return order destination ("Destination Location") as matched Purchase allocation's location element: S001@B1.
• Return order source ("Source Location") as matched Purchase allocation's location element: S001@B1.
• 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 = 50 (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 = 10339
  • Destination Location = S001@B1 (Derived from Get Order Locations).
  • Source Location = OUT: S001@B1 (Derived from Get Order Locations).
  • Delivery date = 2016-07-11 (receiving_date)
  • Ship date = 2016-07-04 (receiving_date - lead time)
  • Need date = 2016-06-27 (Start_date)
  • Critical Flag = Critical_flag
• If mapped, set output measure ‘Schedule Last Calculated’ = current date & time.