Once the planning worksheet has been run, you can then calculate which families could fulfill the demand.

To calculate family planning

  1. In the Search box, enter planning worksheet, and then choose Planning Worksheets.

  2. Double-click the journal batch that you want to use. The Planning Worksheet window opens.

  3. On the Home tab, in the Process group, choose Calculate Regenerative Plan to open the Calculate Plan window.

  4. On the Options FastTab, fill in the fields as follows.

    Field Description
    MPS Select the check box.
    MRP Leave blank. MRP (Materials Requirement Plan) calculations are not considered by family planning.
    Starting Date Enter the date to start evaluating inventory availability. If an item's on-hand quantity is below the reorder point, the system forward-schedules a replenishment order from this date. If an item is below its safety stock (as of the starting date), the system back-schedules a replenishment order due on the planning starting date.
    Ending Date Enter the ending date of the planning horizon. Demand and supply are not considered after this date.
    Stop and Show First Error Select this check box if you want the planning run to stop as soon as it encounters an error.
    Use Forecast Select a forecast that should be included as demand when you run the planning batch job. The default forecast is set up on the Planning FastTab in the Manufacturing Setup window.
    Exclude Forecast Before Define how much of the selected forecast to include in the planning run by entering a date before which forecast demand is not included, thus allowing you to exclude old information.
    Respect Planning Parameters for Exception Warnings Leave blank.

  5. On the Item FastTab, set filters to run the planning based on item, item description, or location.

  6. Click OK. The batch job runs and then the planning worksheet is populated with the planning lines.

  7. Calculate family planning.

    1. On the Navigate tab, choose Family Production Worksheet. The Family Production Worksheet window opens.

    2. On the Home tab, choose Calc. Family Production Plan.

    3. Select the location and date that will determine what records are used from the Planning Worksheet when calculating family planning. The calculation will only look at records on the Planning Worksheet for the selected location and date.

    4. Click OK. The families that will meet demand are returned. The Planning Worksheet is updated to show which lines have been planned from the Family Production Worksheet window. 

      The Family Supply FactBox shows the demand and supply of each item being produced.

      The Family Overages FactBox shows the items where the overage is greater than the planning overage percentage defined on the Manufacturing Setup window.

      The Family Shortages FactBox shows the items where demand is not being met.

      The Family Component Availability shows the component quantities to be consumed, and the available quantity.

    5. If required, adjust the value in the Family Factor field to adjust how many families will be produced.

    6. If required, adjust the value in the Quantity field to adjust the how much of a family component will be produced.

    7. If required, on the Home tab, choose Add Family to add a family to the worksheet.

    8. If required, choose a family that you want to delete, and on the Home tab, choose Delete Family. 

  8. Carry out the action.

    1. Once the plan has the desired values, on the Home tab, choose Accept Plan. This selects the Accept Action check boxes and you can no longer make any more changes.

    2. On the Home tab, choose Carry Out Action Message.

    3. Select the type of production order that you want to create.

    4. Select the Stop and Show First Error check box if you want the process to stop at the first error.

    5. Click OK. When the action is carried out successfully, the records are removed from the Family Production Worksheet and the Planning Worksheet window.

Tip

See Also