Using the Capability Check—Key Exercises

IMPORTANT
It is extremely important that you set up and work within the CBS training site. If you work within any other site, you will not be able to access a CBS server. To simplify data entry, select the CBS site as your default site on the Sites per User tab. Also, to keep your data separate from that of other users, be sure to name all data using your initials as the prefix.

Basic Data Setup

Overview of Constraint Based Scheduling Data

Purpose: The purpose of this exercise is to create the required data used in the Constraint Based Scheduling (CBS) exercises. This sets up data for your site that needs to be done only once for all CBS exercises.

  1. If you have not done so already, set up your site so that it includes all the CBS required data.

General exercise for Overview of Constraint Based Scheduling Data

Main Exercises

Note: If the Capability Check responds with a message other than a date, there may be a problem with your resource availability or calendar horizon. Before beginning this exercise, make sure that you have defined your own customer and that sales parts exist for Parts XX–250–G1 and XX–250–G10.

Run a Capability Check for a Sales Quotation

Purpose: The purpose of this exercise is to show you how to run the Capability Check process for a sales quotation line and to understand the difference between reserving and not reserving capacity.

Windows:
Sales Quotation

  1. Enter a sales quotation for your customer:
    1. In the Delivery Date/Time field, enter today's date.
    2. On the Quotation Lines tab, enter a sales quotation line for Part XX–250–G1, a quantity of 10 and a Supply Code of DOP Order.
    3. Save the quotation line.
    4. Note the data values for the following fields on the sales quotation line: Wanted Delivery Date/Time, Planned Delivery Date/Time, Promised Delivery Date, Latest Release Date, and Capability Check.
  2. Right-click the sales quotation line. Point to Capability Check and then click Run Capability Check. The Capability Check dialog box appears.
  3. Make sure to set the Allocate option to Neither Reserve nor Allocate. Click OK. CBS calculates a promise date. The Promised Delivery Date/Time field contains the calculated date. Compare the values in the Wanted Delivery Date/Time and Promised Delivery Date/Time fields (holds the result of the Capability Check) on the sales quotation line.

Note: Since the Capability Check process was run without creating any reservations, any inventory and capacity required for this sales quotation line has not been reserved.

  1. Enter another sales quotation for your customer.
  2. Enter today's date in the Wanted Delivery Date/Time field.
  3. Enter a sales quotation line for Part XX–250–G1, a quantity of 10 and a Supply Code of DOP Order.
  4. Save the sales quotation line.
  5. Right-click the sales quotation line. Point to Capability Check and then click Run Capability Check. The Capability Check dialog box appears.
  6. Make sure to set the Allocate option to Reserve and Allocate. Click OK.
  7. Review the same fields on the same quotation line. Note that the results are the same as for the first quotation.
  8. Query for the first sales quotation.
  9. Right-click the sales quotation line. Point to Capability Check and then click Run Capability Check. The Capability Check dialog box appears.
  10. Make sure to set the Allocate option to Reserve and Allocate. Click OK. The new promised delivery date is later than the previous one. It is also later than the promised delivery date of the previous sales quotation.

Reviewing and Understanding the Capability Check Results

Purpose: The purpose of this exercise is to show you how the Capability Check process reserves inventory and capacity.

Windows:
Sales Quotation
Simulation Client

  1. In the Sales Quotation window, query for either your first or your second sales quotation.
  2. Right-click the sales quotation line. Point to Capability Check and then click View Interim Order.
  3. Note the interim header ID.
  4. Review the interim order structure for the sales quotation line. There is an interim order for each of the parts required to make Part XX–250–G1.
  5. Open the Simulation Client. In the Tree View/Activities tab, double-click Interim Demand Orders.
  6. Find the interim header ID for this sales quotation line. Right-click the interim demand order and then click Show. A dialog box appears showing the status of the sales quotation line.
  7. Click Show Contents. The data indicates that the interim demand order is for a sales quotation. It lists the quotation number, line number, customer, and quantity on order.
  8. Click Close.
  9. Hold down the Shift key, and drag the interim demand order to the object table area to the left of the Gantt Overview pane.
  10. For each promise shop order, right-click and then click Expand. The schedule for the operations of the promise shop order is displayed.

Note: CBS always performs a backward adjustment to move all orders as late as possible to the completion date.

Converting a Sales Quotation to a Customer Order

Purpose: The purpose of this exercise is to show you how the Capability Check reservation is maintained when a sales quotation is converted to a customer order.

Windows:
Sales Quotation
Customer Order

  1. In the Sales Quotation window, query for either the first or the second sales quotation.
  2. Right-click the sales quotation header and then click Release Quotation.
  3. Right-click the sales quotation line and then click Create Order from Quotation.
  4. Enter the reason ID, notes, or both of these.
  5. Click OK. The customer order number appears.
  6. Open the Customer Order window, and query for the customer order.
  7. Right-click the customer order line. Point to Capability Check and then click View Interim Order. Note that the interim demand header and promise order information remain the same.
  8. Right-click the order header and then click Release. 

Expected Results: When the background process finishes, the status of the interim demand order changes to Released. The interim demand order and promise shop orders no longer exist in CBS. The promise shop orders have been converted to shop orders. Purchase orders have been created for the purchase parts which must be ordered. When a component is made at a different site, a distribution order is created and released.  The release of the distribution order creates a purchase order at the demand site and a customer order at the supply site.  The interim header built at the supply site during the Capability Check becomes linked to the customer order.  The purchase order at the demand site is released and the customer order at the supply site is released.  As with the demand site, shop orders and purchase orders at the supply site from its interim demand orders.

Run a Capability Check for a Customer Order

Purpose: The purpose of this exercise is to show you how to run the Capability Check process for a customer order line.

Windows:
Customer Order

  1. Enter a customer order for your customer.
  2. Enter a future date in the Wanted Date/Time field.
  3. Enter a customer order line for Sales Part XX–250–G10 and a Supply Code of DOP Order.
  4. Save your changes.
  5. Right-click the customer order line. Point to Capability Check and then click Run Capability Check.
  6. Make sure to set the Allocate option to Reserve and Allocate.
  7. Click OK.

Expected Results: The promised delivery date for the customer order line holds the results of the Capability Check process. When a future date is entered for the Wanted Delivery Date, the initial calculated promised date may be earlier due to sufficient material and capacity availability.  If this situation occurs, the schedule is always adjusted backward from the Wanted Delivery Date. 

Canceling a Customer Order with the Capability Check

Purpose: The purpose of this exercise is to demonstrate that inventory and capacity reservations are freed when a customer order is canceled.

Windows:
Customer Order

1. Query for your customer order.
2. Right-click the customer order header and then click Cancel. In CBS, the interim demand order, promise purchase orders, and promise shop orders have been removed for the customer order.

Modifying a Customer Order with the Capability Check

Purpose: The purpose of this exercise is to show you how to use the Capability Check process when a customer decides to adjust the sales quantity or desired delivery date.

Windows:
Customer Order

  1. Enter a customer order for your customer.
  2. Enter a customer order line for Part XX–250–G10.
  3. Right-click the customer order line. Point to Capability Check and then click Run Capability Check.
  4. Make sure to set the Allocate option to Reserve and Allocate. Click OK.
  5. Review the results of the Capability Check process.
  6. Change the sales quantity, the desired delivery date, or both of these.
  7. Right-click the customer order line. Point to Capability Check and then click Run Capability Check.
  8. Make sure to set the Allocate option to Reserve and Allocate. Click OK.
  9. Review the results of the Capability Check process.

Automatically Updating the Promised Delivery Date Due to Resource Breaks—Planned Orders

Purpose: The purpose of this exercise is to demonstrate how a resource break revises the promised delivery date of a customer order line.

Windows:
Resource Break
Customer Order
Simulation Client

  1. Open the Resource Break window, and create a new resource break as follows:
    1. Create a new record.
    2. In the Break No field, enter, XXBRK2.
    3. In the Break Desc field, enter, XX500.
    4. In the Break Duration field, enter 120.
    5. In the Begin Date Range field, enter next Monday's date.
    6. In the End Date Range field, enter next Friday's date.
    7. Click the Work Center Resources tab, and create a new table row.
    8. In both the Work Center No and the Resource ID fields, enter XX500.
    9. Save your changes.
  2. Schedule the resource break. From the header portion of the resource break, right-click and then click Confirm. Make sure that the Re-Assign Operations check box is cleared when the Schedule Resource Break dialog box appears.
  3. Open the Customer Order window, and query for your last customer order.
  4. Review the revised promised delivery date and promised delivery date.
  5. Right-click the customer order line and then click Order Line History. A message appears indicating that the planned due date has been changed.
  6. Reopen or refresh the Simulation Client, and review the schedule for the interim demand header for this customer order line.
  7. Return to the Customer Order window, and cancel the entire order.
  8. Return to Resource Break XXBRK2. Right-click the resource break header and then click Unschedule to unschedule the resource break (for use in the next exercise).

Automatically Updating Planned Delivery Date Due to Resource Breaks—Released Orders

Purpose: The purpose of this exercise is to demonstrate how a resource break revises the planned delivery date of a released customer order.

Windows:
Resource Break
Customer Order

  1. Open the Customer Order window, and enter a new customer order for your customer.
  2. Enter a customer order line for Sales Part XX–250–G10.
  3. On the customer order line, enter next Monday's date in the Earliest Start Date field.
  4. Right-click the customer order line. Click Capability Check and then Run Capability Check.
  5. Make sure to set the Allocate option to Reserve and Allocate. Click OK.
  6. Release the customer order. When the background process finishes, find the shop order for the customer order.
  7. Open the Resource Break window, and query for Resource Break XXBRK2.
  8. Right-click the resource break header and then click Schedule to schedule the resource break.
  9. Verify that the schedule for the shop order has changed.
  10. Return to the Customer Order window. 
  11. Review the revised planned delivery date and planned ship date.
  12. Right-click the customer order line, and click Order Line History. A message appears indicating that the shop order schedule has changed.