Multi-site Master Scheduling—Advanced Exercise
IMPORTANT |
It is extremely important
that you set up and work within your own site to maintain your
data integrity. If you work within any other site, you will
compromise your own exercise data as well as the data of other
students. Predictable exercise results require that your data
be isolated in your own site. |
Basic Data Setup
Multi-Site Master Scheduling
Purpose: The purpose of this exercise is to set up the
required prerequisite data needed for the advanced Master Scheduling exercise. (If the database has been refreshed since the time you set up the data
for the MRP extended exercises, you will need to set up the data again.)
- If you haven't done so already, create your own sites and set up the
Master Scheduling data (for multi-site exercise) in those sites. Recall
that you created two additional sites for the master scheduling exercise, the
second one to serve as a demand site, and the third one to serve as a supply
site.
General exercise
for Overview of Master Scheduling Data
Main Exercise
Purpose: The purpose of this exercise is to perform
multi-site Master Scheduling on the parts that you have already defined and evaluate the result. After
evaluating results, release distribution orders and re-run Master Scheduling to observe
results.
Windows:
MS Level 1 Part
Background Jobs
Distribution Orders
Shop Order Requisitions
Shop Orders
- Open the
MS Level
1 Part
window, and click on the Register Forecast tab. Query for part 24-104
at your third site, i.e. the supply site. Enter a forecast for this
part of quantity 100 in the Forecast 1 column, on a date outside
the planning time fence. Note this date for future reference.
- Run the level 1 process for this part by using the
Run MS - One Part right mouse button option. Verify that a master
schedule receipt of quantity 100 in Proposed status is created.
- Change the value in the Planning Time Fence
field so that the date of the forecast entered in step 1 is now inside the
planning time fence date, but still outside the demand time fence date.
- Again run the level 1 process for this part by using
the Run MS - One Part right mouse button option. Verify that the master
schedule receipt of quantity of 100 in the Proposed status is now in
the Fixed status. This is needed to ensure that there is sufficient
unconsumed forecast or supply to satisfy demand from the demand site, in the
form of distribution orders.
- Now query for part 24-104 at your second site,
i.e. the demand site. Enter a forecast for this part of a quantity of 50 in
the Forecast 1 column, on a date outside the planning time fence. This
date should also be at least 7 working days after the date of the forecast
entered for part 24-104 at the supply site. Note this date for future
reference.
- Run the level 1 process for this part by using the
Run MS - One Part right mouse button option. Verify that a master
schedule receipt of quantity of 50 in the Proposed status is created.
- Change the value in the Planning Time Fence
field so that the date of the forecast entered in step 5 is now inside the
planning time fence date, but still outside the demand time fence date.
- Again run the level 1 process for this part by using
the Run MS - One Part right mouse button option. Verify that the master
schedule receipt of quantity 50 in the Proposed status is now in the Fixed
status.
- Go to the next section when the process is done.
- Recall that part 24-104 at your second site (demand site) was defined in
inventory as a manufactured/acquired split part, with a 50/50 split between
manufactured and acquired respectively. Therefore the
demand of 50 (forecast) at the second site should be supplied half by a
shop requisition and half by a distribution order.
- In the
MS Level
1 Part
window, query for part 24-104 at your second (demand) site, and click
the Receipts tab. Verify that the Scheduled Orders field shows a
quantity of 50.
- Open the Shop Order Requisitions
window, and query for part 24-104 at your demand site. Verify that the
quantity of the shop requisition is 50% of the forecast, i.e. 505 of 50 = 25.
- Open the Distribution Orders and query for distribution order with part no equal
to 24-104 and Demand Site value equal to your second site. You should find
one record at state Planned. Use the right-mouse button menu to select
Distribution
Order to navigate to the detail window. Here you can see the
Distribution Order generated as a supply proposal by Master Scheduling for the demand
site. Your third site should be indicated as the supply site. Verify
that the Planned Receipt Date field has date value equal to the forecast date
of 50 in your second (demand) site, and is for a quantity of 25.
- In the
Distribution
Order window, choose
Release from
the right-mouse button option for the distribution order to release the
order for execution. Purchase Orders and Customer Orders between the internal
supplier and customer are generated to assist in execution of this material
demand, though you can execute the basic material flow directly from the
distribution order itself.
- Open the
Background Jobs window,
populate it, and verify that the customer order purchase order creation process
completes. Query again for the distribution order, note the status of the distribution order
has changed.
- Use the
Purchase Order... and
Customer
Order... right-mouse button options to navigate to the resulting
orders. Make a note of the order numbers for your records. Note that
the purchase order is created at the second (demand) site, and the customer
order is created at the third (supply) site.
- In the Shop Order Requisitions
window, select the shop requisition corresponding to part 24-104 at
your second (demand) site. Select the Create Shop Order(s) right
mouse button option. Verify that the state of the requisition changes to ShopOrderCreated.
- Open the
MS Level
1 Part
window. Query for part 24-104 at your second (demand) site.
- Run the level 1 process for this part by using the
Run MS - One Part right mouse button option.
- In the
MS Level
1 Part
window, query for part 24-104 at your second (demand) site, and click
the Receipts tab. Verify that the Firm Orders field shows a
quantity of 50, and the Scheduled Orders field is 0.
- In the
MS Level
1 Part
window, query for part 24-104 at your third (supply) site, and click
the Register Forecast tab. Verify that the Actual Demand field
shows a quantity of 25, corresponding to the customer order demand of
25 from the second (demand) site.