Importing Demand into Master Scheduling—Key Exercises

Basic Data Setup

Overview of Resource Requirements Planning Data 

Purpose: The purpose of this exercise is to create the required data that is used in the resource requirements planning exercises. This sets up data for your site that only needs to be done once for resource requirements planning. 

1. If you have not yet done so, set up your site for master production scheduling planning data for racing engines. 

General exercise for Overview of Master Production Scheduling Planning Data

Master Schedule Sets

Purpose: The purpose of this exercise is to verify that master schedule sets exist for use with resource requirements planning. 

Windows:
MS Basic Data /Master Schedule Set

Note: These master schedule sets should already exist. If they do not exist, create the following sets. Master schedule sets are not site-specific and should only be created once for each company. 

1. Verify that the following master schedule sets exist.

General exercise for Creating MS Sets

Master Schedule Level 1 Parts

Purpose: The purpose of this exercise is to create master schedule level 1 parts for the parts that you used when you went through the Customer Schedule course and the Demand Planning course.  

1. Create master schedule level 1 parts for the parts that you used in the Customer Schedule and Demand Planning. These parts must have master schedule set 7 (if they are parts for customer schedule) or master schedule set 8 (if they are parts for demand planning.)

General exercise for Creating a Manufactured Inventory Part

Main Exercises

Note: Before starting this exercise, you first must take the Customer Scheduling and Demand Planning courses.

Import Customer Schedule Plan Demand 

Purpose: The purpose of this exercise is to import a user-specified set of planned demands from customer schedules (generated in IFS/Customer Schedule) for a level 1 part. 

Windows:
Import Customer Schedules
Background Jobs
MS Level1 Part /Register Forecast

1. Open the Import Customer Schedules dialog. 
2. In the Site field, enter the site of the level 1 part for which you want to import forecasts. 
3. In the Part No. field, enter the part number of the level 1 part that you also used in your Customer Schedule exercise. 
4. In the Customer field, enter the customer of the level 1 part for which forecasts are to be imported. 
5. In the Target MS Set field, enter 7 (Customer Scheduling - Imported Demand). 
6. In the Begin Date field, enter the date on which to begin importing forecasts for the level 1 part. (If no date is specified, the default Begin date will be assigned, using this formula: Part's last Master Schedule run date + Demand Time Fence + one period.)
7. In the End Date field, enter the date that you want to stop importing forecasts for the level 1 part. (If you left this field blank, the system imports forecasts through the date of the most recently calculated forecast.) 
8. Click As Is (system default) for the forecast distribution. 
9. Click On-line as the process type. 
10. Make sure the Copy Customer Scheduling Plan Demand inside Planning Time Fence check box is not selected.
11. Click OK. 
12. Open the Background Jobs window and populate it. 
13. Verify that the state for the level 1 import forecast background job is Ready. 
14. Open the MS Level 1 Part window and click the Register Forecast tab. Query for MS set 7. 
15. In the Actual Demand column, verify that the demand was imported.

Importing Demand Planning Demand 

Purpose: The purpose of this exercise is to import a user-specified set of planned demands from customer schedules (generated in IFS/Demand Planner) for a level 1 part. 

Windows:
Import Demand Planning Forecasts
Background Jobs
MS Level1 Part /Register Forecast

1. Open the Import Demand Planning Forecasts window. 
2. In the Site field, enter your site that contains the level 1 part for which you want to import forecasts. (If you left this field blank, the system would import forecasts from all sites to which you are allowed access.) 
3. In the Part No. field, enter the part number of the level 1 part that you also used in your Demand Planning exercise. (If you left this field blank, the system would import forecasts for all parts at the selected site.)
4. Enter 8 (Demand Planning - Imported Demand) into the Target MS Set field. 
5. In the Begin Date field, enter the date on which to begin importing forecasts for the level 1 part. (If no date is specified, the default Begin date will be assigned, using this formula: Part's last Master Schedule run date + Demand Time Fence + one period.)
6. In the End Date field, enter the date that you want to stop importing forecasts for the level 1 part. (If you left this field blank, the system imports forecasts through the date of the most recently calculated forecast.) 
7. Click Regular (system default) for the forecast type. 
8. Click one of the options under Forecast Distribution. This will specify the manner in which imported forecasts will be distributed within MS level 1 forecasts. 
9. Click On-line as the processing method to use for importing the forecasts. 
10. Select the Copy Forecast Inside Planning Time Fence check box to tell the system to import all forecasts within the planning time fence (PTF), along with all forecasts through to the specified end date. 
11. Click OK. 
12. Open the Background Jobs window and populate it. 
13. Verify that the state for the level 1 import forecast background job is Ready. 
14. Open the  MS Level 1 Part window and click the Register Forecast tab. Query for MS set 8. 
15. In the Actual Demand column, verify that the demand was imported.