Performing Level 0 Master Production Scheduling—Key Exercises

Basic Data Setup

Overview of Master Production Scheduling Data

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

If you have already set up the master production scheduling data on your site, use that data instead.

1. Set up your site for master production scheduling planning data for racing engines.

General exercise for Master Production Scheduling Planning Data

MS Sets 2 through 6

Purpose: The purpose of this exercise is to verify that MS sets 2 through 6 are available for use with Sales and Operations forecast planning of these exercises.

Windows:
MS Basic Data

1. Open the MS Basic Data window and click the Master Schedule Set tab.
2. Populate the window.
3. Verify that the following MS sets exist: 

   MS Set	MS Set Description
   0	Base plan
   1	Planning table for MRP and CRP
   2	Sales and operations plan
   3	Aggregated demand
   4	Proposed total forecast
   5	Eastern region forecast
   6	Western region forecast

General exercise for MS Sets

Main Exercises

Note: In order for your MPS results to match the predicted results, these exercises and the level 1 exercises, if used, must be performed on the same day. 

Creating Level 0 MS Parts

Purpose: The purpose of this exercise is to enter Level 0 part records. 

Windows:
MS Level 0 Part

1. Open the MS Level 0 Part window.
2. Create a new MS level 0 part.
3. Select the 24-000 Engine Family planning part from the List of Values at your site.
4. Verify that the family type is set to Make to Stock (default).
5. In the Demand field, enter 1.
6. In the Planning field, enter 2.
7. Verify that the roll flag is set to Rolled up (default).
8. Save your changes.

Creating Family Set Data

Purpose: The purpose of this exercise is to create family set data on your site for use with sales and operations monetary forecast planning.

Windows:
MS Basic Data /Family Set Data

1. Open the MS Basic Data window and click the Family Set Data tab.
2. Add the following family set data:

3. Save the changes.

General exercise for Family Set Data

Registering Forecasts for Level 0 Parts

Purpose: The purpose of this exercise is to familiarize you with entering and maintaining multiple forecasts.

Windows:
MS Level 0 Part /Register Forecast

1. Open the MS Level 0 Part window and click the Register Forecast tab.
2. Query for part 24-000 at your site.
3. Create a new record.
4. In the MS Set field, select 5 Eastern Region Forecast from the List of Values. 
5. Save the changes.  
6. Create a new forecast in the table, using the following values, and entering the actual date used:  

7. Save the changes.
8. Refresh MS set 5 and verify that the total forecast is 150.
9. Create a new record.
10. In the MS Set field, select 6 Western Region Forecast from the List of Values.
11. Save the changes.
12. Create a new forecast in the table, using the following values and actual date used:

13. Save the changes.
14. Refresh MS set 6 and verify that the total forecast is 150.

Combining MS Level 0 Forecast Sets

Purpose: The purpose of this exercise it to combine two MS sets into one MS set.

Windows:
MS Level 0 Forecast Sets

1. Open the MS Level 0 Forecast Sets window. 
2. Populate the window.
3. Select the rows containing MS sets 5 Eastern Region Forecast and 6 Western Region Forecast. Right-click and then click Add Forecast.
4. Enter your site, part 24-000, MS set 4, and accept today's date.
5. Click OK.
6. Refresh part 24-000 and verify that MS set 4 displays the total forecast for MS sets 5 and 6.
7. Select the MS set 5 Eastern Region Forecast record. Change the first forecast quantity (period 1) to 20.
8. Save the changes.
9. Refresh MS set 5 and verify that the total forecast is 145.
10. In the MS Level 0 Forecast Sets window, select the row containing MS set 4. Right-click and then click Reset Forecast.
11. Enter your site and part 24-000, accept today's date, and then click OK.
12. Refresh part 24-000 and verify that MS set 4 is reset to 0.
13. Select the rows containing MS sets 5 Eastern Region Forecast and 6 Western Region Forecast. Right-click and then click Add Forecast.
14. Enter your site, part 24-000, MS set 4, and accept today's date.
15. Click OK.
16. Refresh part 24-000. 
17. Verify that MS set 4 displays the total forecasts from MS sets 5 and 6, period 1 has been changed to 45, and the total forecast is 295.

Copying MS Level 0 Forecast Sets

Purpose: The purpose of this exercise is to copy an MS set to another MS set.

Windows:
MS Level 0 Forecast Sets

1. Open the MS Level 0 Forecast Sets window.
2. Populate the window.
3. Select the row containing MS set 4. Right-click and then click Copy Forecast.
4. Enter your site, part 24-000, and MS set 0.
5. Click OK.
6. Select the row containing MS set 4. Right-click and then click Copy Forecast.
7. Enter your site, part 24-000, and MS set 1.
8. Click OK.
9. At the warning prompt, click Yes.
10. Refresh part 24-000.
11. Verify that MS set 0 and MS set 1 forecast values are the same as those for MS set 4.

Disaggregating Level 0 Forecasts

Purpose: The purpose of this exercise is to disaggregate a level 0 forecast family plans (MS set 1) into level 1 parts (MS set 1) and then to review the results.

Windows:
Disaggregate Level 0 to Level 1
Background Jobs
MS Level 1 Part
MS Level 1 Part /Action Proposals

1. Open the Disaggregate Family Plan window.
2. Enter your site and part 24-000.
3. In the Source Family Plan MS Set field, enter 1. 
4. In the Target Family Plan MS Set field, enter 1.
5. Click OK.
6. Populate the Background Jobs window.
7. Verify that the state for the Level 0 Family Plan Disaggregation background job is Ready.
8. Open the  MS Level 0 Part window.
9. Query for part 24-000.
10. Click the Action Proposals tab.
11. Verify that the following message appears in the Action Proposals column: "MS plan is within the planned time frame".