Manually Update Level 1 Master Schedule 

Explanation

This activity is used to manually update master schedule receipts for the level 1 master schedule. Plan Period Templates are used to display master schedule quantities in a series of date periods. Only a fixed number of periods, the first 40, will be displayed.  A period template with a past due period cannot be used in master scheduling for multiple parts. If a period template with a past due period is selected, then a message will appear before attempting to query. The Period Template range and MS Set should be selected to group MS Level 1 data. 

In the MS for Multiple Parts window, only Level 1 Updated rows can be updated. The value in each period represents a sum of master schedule receipts that is generated on every workday within the periods. When you save the changes, the new value will be evenly distributed  to each workday in the period.

The re-calculation of the current template details may be necessary if the current date does not match the begin date of the selected period range. 

Prerequisites

• This activity requires the existence of a Level 1 part that has an associated set of planned customer demands. 
• Master schedule level 1 parts must have been entered and the forecasts registered. 
• Master schedule calculation of level 1 must have been performed. 
• To update the available forecast and available actual values, at least one Level 1 Updated row that has been modified and not saved is required. 

System Effects

• When saving the modified level 1 updated values, the system will divide the value by the number of work days in the period and allocate it for each work day. 
• If level 1 forecast already exists on a work day, the existing master schedule receipt value will be replaced and set the status to Fixed. 
• If a forecast line does not exist, a new level 1 forecast record is inserted with a fixed master schedule receipt. When the value in the level 1 updated record is modified, the available forecast and available actual quantities are automatically updated.
• The available forecast and available actual rows are updated based on the level 1 updated row. The system will use the following formulae:

  Available Forecast = Previous period Available Forecast value - Customer Forecast - Actual Demand + Work In Process + Level 1 Updated
  Available Actual = Previous period Available Actual value - Actual Demand + Work In Process + Level 1 Updated
  
  Note: For the first period the Previous period value = Qty On Hand.

Window

MS Level 1 Part

Related Window Descriptions

MS for Multiple Parts
MS Level 1 Part
Select Period Template

Procedure

1. Open the MS for Multiple Parts window, and populate it.
2. Right-click and then click Select Period Template. Select MS set and the period range in the Select Period Template dialog box.
3. After updating one or more values of the Level 1 Updated quantity type in one or more rows, save the changes (F12).
4. The level 1 forecast line will be updated with the new, calculated, master schedule receipt value.
5. The system will recalculate the available forecast and available actual values.
6. The results can be queried for in the MS Level 1 Part window.
7. If you want to recalculate the current template details, right-click and then click Recalculate Period Template. The Recalculate Period Template dialog box opens, with the current date displayed in the Period 1 Begin Date field.
8. If necessary update the begin date and the calendar ID to be used.
9. Click OK to recalculate the period template with the specified begin date and calendar ID.
10. Right-click and then click Run MS Level1 to calculate the master schedule level 1.
11. The Calculate MS Level1 dialog box opens. The value in the Run Date field will be used as default for the start date of the first period. Select the MS set for which master scheduling will be run, and click OK.