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Baan Enterprise Planning

Order-Based Planning (RRP/CLP)

Module Procedure UP014A US

Order-Based Planning (RRP/CLP)

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Document code : UP014A USDocument group : User DocumentationDocument title : Order-Based Planning (RRP/CLP)Application/Package : Baan Enterprise PlanningEdition : ADate : August 1998

© Copyright 1998 Baan Development B.V. All rights reservedThe information in this document is subject to change without notice. No part of this documentmay be reproduced, stored or transmitted in any form or by any means, electronic or mechanical,for any purpose, without the express written permission of Baan Development B.V.Baan Development B.V. assumes no liability for any damages incurred, directly or indirectly, fromany errors, omissions or discrepancies between the software and the information contained in thisdocument.

Order-Based Planning (RRP/CLP)i

Table of contents

1. Order-Based Planning (RRP/CLP) in BaanERP 1-11.1 The concept of order-based planning as applied in BaanERP 1-11.2 Position of order-based planning in BaanERP 1-41.3 The modules that are related to order-based planning 1-51.4 The main procedure in order-based planning 1-6

2. The order-based supply-planning procedure 2-12.1 Planning methods 2-12.2 Planned orders and order statuses 2-32.3 Setup for cyclic planning 2-42.4 Automatic supply planning 2-62.5 Manual supply planning 2-82.6 To review order-based planning data 2-82.7 Special cases of order-based supply planning 2-10

Order-Based Planning (RRP/CLP)ii

Order-Based Planning (RRP/CLP)1

About this document

Read this document to get an overview of the order-based planningfunctionality in BaanERP, and to learn more about the functional proceduresthat are related to the following modules:

n Resource Requirements Planning (RRP)n Cyclic Planning (CLP)

You need no detailed knowledge of the BaanERP software to read thisdocument. However, you are more likely to understand the contents if you arefamiliar with:

n The overall structure of packages, modules, and sessions within theBaanERP software

n The general business procedures used in everyday business practicen The basic concepts of enterprise resource planning

For detailed descriptions of the sessions that are used in order-based planning,refer to BaanERP’s comprehensive online Help.

To use this document

Read Chapter 1, Order-Based Planning (RRP/CLP) in BaanERP, if you want toknow more about:

n The concept of order-based planning as applied in BaanERPn The modules that are related to order-based planningn The main procedure in order-based planning

Read Chapter 2, The order-based supply-planning procedure, if you want toknow more about:

n What supply-planning methods are available in order-based plannningn Which order statuses are used in order-based planningn How to set up BaanERP for cyclic planningn How to apply (automatic or manual) order-based supply planningn How to review the results of order-based supply planningn How BaanERP deals with some special cases of order-based planning

Order-Based Planning (RRP/CLP)2

Acronyms used in this document

BOM Bill of Material

CLP Cyclic Planning

IBD Item Base Data

INH Inventory Handling

INP Inventory Planning

IPD Item Production Data

IPU Item Purchase Data

JIT Just in Time

PAT Plan Aggregation and Transfer

PCS Project Control

PUR Purchase Control

RAO Resource Analysis and Optimization

RMP Resource Master Planning

ROU Routing

RPD Resource Planning Data

RRP Resource Requirements Planning

SFC Shop Floor Control

SLS Sales Control

Legend

Mandatorysession

Indicates a mandatory session

Optionalsession

Indicates an optional session

Mandatorybusiness object

Indicates a mandatory business object

Optionalbusiness object

Indicates an optional business object

CFIndicates a package

PCSIndicates a module

PCSIndicates a module that is described in the module procedure

Order-Based Planning (RRP/CLP)1-1

This chapter provides information on:

n The concept of order-based planning as applied in BaanERPn The modules that are related to order-based planningn The main functional procedure in order-based planning

1.1 The concept of order-based planning as applied inBaanERP

Baan Enterprise Planning offers two methods to maintain planning data andplanning supply:

n Master-based planning− Roughly comparable to traditional MPS planning− Planning data is recorded in terms of time buckets (plan periods)− Supply is planned in the form of a supply plan that contains supply

quantities by plan period− In master-based production planning, only critical materials and critical

resource capacity are taken into account

n Order-based planning− Roughly comparable to traditional MRP planning− Planning data is recorded on a second-by-second basis− Supply is planned in the form of planned orders− In order-based production planning, all necessary materials and all

necessary resource capacity are taken into account

For each plan item, you must decide:

n Which planning method to use for supply planningn Whether or not to maintain an item master-plan

Figure 1 shows the interaction of order-based supply-planning, master-basedsupply-planning, and the use of an item master-plan.

Master-based supply-planning

Order-based supply-planning

Currentdate

Order horizon

Planning horizon

Item master-plan (including demand plan, inventory plan, ATP)

Figure 1, Order-based planning and master-based planning

1. Order-Based Planning (RRP/CLP) in BaanERP

Basic choices

Order-Based Planning (RRP/CLP) in BaanERP


As figure 1 shows, you can plan an item’s supply by using a combination ofmaster-based and order-based planning: order-based supply planning for theshort term, and master-based supply planning for the longer term. You controlthis division by means of the item’s order horizon and planning horizon. (Formore information, see the Resource Planning Data (UP013A US) moduleprocedure.)

Instead of combining both supply-planning methods, you can also choosebetween them:

n If you set the order horizon to zero, BaanERP will plan all supply throughmaster-based supply-planning.

n If you make the order horizon equal to the planning horizon, BaanERP willplan all supply through order-based supply planning.

If you use order-based supply planning for an item, you can optionally usecyclic planning. The basic idea behind cyclic planning is that the production ofa particular item is only planned in specified time periods (cycles). As a rule,these are regularly recurring periods (for example, week 4, week 8, week 12,and so on).

An item master-plan contains item-specific information by plan period about:

n Demandn Supplyn Inventoryn ATP

If you want to make use of master-based supply-planning for an item, you mustmaintain an item master-plan.

If you only use order-based supply planning for an item, the item master-plan isoptional. The advantage of maintaining an item master-plan is that you haveaccess to the following types of master-plan functionalities:

n Demand forecasting (and consumption of forecast by actual demand)n Forecast-based inventory-planningn Capable-to-promise (CTP) techniquesn Channel planning

This functionality is available over the full planning horizon.

The disadvantage of maintaining an item master-plan is that it has an adverseeffect on system performance. Therefore, you must only maintain an itemmaster-plan if you need specific master-plan functionality.

You determine whether an item master-plan is maintained for an item by meansof the Maintain Master Plan check box in the Plan Items (cprpd1101s000)details session. Master-plan functionality is only available for an item if thischeck box is selected.

Supply planning

Note

Item master-plan



One type of master-plan functionality involves the use of channels. You candefine sales channels for an item, and maintain channel-specific demand dataand sales data in a channel master-plan.

If BaanERP maintains an item master-plan for an item, it also maintains achannel master-plan for each channel that is linked to the item.

You can use a channel master-plan to maintain (forecast and actual) demand bychannel. You can then aggregate the demand data from the various channels tothe item master-plan, and use this data to plan supply.

For each resource (work center), BaanERP can maintain a resource master-planthat contains data about:

n Total capacityn Capacity utilizationn Free capacity

You are free to choose for which resources you want BaanERP to maintain aresource master-plan.

You can create master-plans by running the Initialize, Roll and Update Scenario(cprpd4200m000) session. You can delete an item master-plan, and thecorresponding channel master-plans, in the Delete Master Plan by Scenario/Item(cprmp2210m000) session.

For more information on the use of master-plans and master-plan functionality,see the Master-Based Planning (RMP/DSP/WLC) (UP012A US) moduleprocedure.

Channel master-plan

Resource master-plan

Note



1.2 Position of order-based planning in BaanERP

Figure 2 shows how the order-based planning modules are positioned inBaanERP.

Basic data

IBD

ROU

BOM

IPU

IPD

Sales

SLS

Purchase

PUR

Coordination &planning

Production

SFC

PAT

CLP

RRP

RPD

RMPPCS

Figure 2, The order-based planning modules in BaanERP

RRP and CLP are planning modules that each contain parts of the master-basedplanning functionality in BaanERP.

n The RRP module contains core elements of the order-based supply-planningmethod.

n The CLP module contains functionality that is specifically needed for thecyclic planning method.



1.3 The modules that are related to order-basedplanning

Figure 3 shows the modules that are related to RRP and CLP.

Basic data

BOM

RPD

IPU

IPD

IBD

Demand andsales data

SLS

Supplydata

PUR

SFC

Enterprise planning

PAT

RAO

RMP

RPDCLPRRP

Inventorydata

INH

INP

INH

PCS

ROU

Figure 3, The modules related to order-based planning

Order-based planning uses the following basic data:

n General item data specified in the Item Base Data (IBD) module, the ItemProduction Data (IPD) module, and the Item Purchase Data (IPU) module

n Plan-item data, resource data, and supply-chain data specified in theResource Planning Data (RPD) module

n Information on the components needed to manufacture an item, defined inthe Bill of Material (BOM) module

n Information on the resource capacity that is needed to manufacture an item,defined in the Routing (ROU) module.

Order-based planning receives and uses demand and sales data from the SalesControl (SLS) module.

Order-based planning receives and uses the following types of data on actualsupply (from the execution level of BaanERP):

Basic data

Demand and sales data

Supply data



n Production-order data from the Shop Floor Control (SFC) module (foranonymous items) and the Project Control (PCS) module (for project items)

n Purchase-order data from the Purchase Control (PUR) module

n Warehousing-order data from the Inventory Handling (INH) module

Order-based planning receives data on inventory and inventory transactionsfrom:

n The Inventory Planning (INP) module, where planned inventorytransactions are maintained

n The Inventory Handling (INH) module, where (actual) inventorytransactions are maintained

In addition, order-based planning interacts with the following modules in BaanEnterprise Planning:

n Resource Planning Data (RPD), which you can use to:− Maintain plan-item and resource settings− Initialize master-plans

n Resource Master Planning (RMP), which you can use to:− Maintain item master-plans and resource master-plans− Plan supply by means of supply plans (planned supply quantities by

plan period)

n Resource Analysis and Optimization (RAO), which you can use to:− Evaluate the results of planning situations and planning solutions− Optimize order parameters for production

n Plan Aggregation and Transfer (PAT), which you can use to:− Aggregate planning data to a more general (product family) level− Transfer planned orders to the execution level of BaanERP

1.4 The main procedure in order-based planning

Order-based planning basically consists of one main procedure: order-basedsupply-planning. All functionality found in the RRP and CLP modules isclosely related to this procedure.

Inventory data

Other modules in BaanEnterprise Planning


This chapter describes:

n What supply-planning methods are available in order-based plannningn Which order statuses are used in order-based planningn How to set up BaanERP for cyclic planningn How to apply (automatic or manual) order-based supply-planningn How to review the results of order-based supply-planningn How BaanERP deals with some special cases of order-based planning

2.1 Planning methods

In Baan Enterprise Planning you can choose between master-based and order-based supply-planning, or you can use a combination of both.

n If you use only master-based supply-planning, supply is planned by meansof a supply plan, which specifies supply quantities for production, purchase,and distribution by plan period.

n If you use only order-based supply-planning, supply is only plannedthrough planned orders. In the item master-plan (if there is one), thequantities of planned orders are shown as accumulated values by planperiod. In this case, no use is made of supply plans.

n If you use both supply-planning methods for an item (order-based planningfor the shorter term, and master-based planning for the longer term),planned orders are used to supply the in order horizon. Outside the orderhorizon, supply is planned by means of supply plans.

If all or part of the supply is planned through a supply plan, this supply planmust be provided by master-based planning. For more information, see theMaster-Based Planning (RMP/DSP/WLC) (UP012A US) module procedure.

Generation of planned orders takes place in order-based planning (in the RRPmodule). The following types of planned orders are involved:

n Planned production-ordersn Planned purchase-ordersn Planned distribution-orders

There are two ways to generate planned orders:

n Use BaanERP to generate planned orders automatically (automatic supplyplanning). BaanERP uses backward planning, starting from the requirementdate.

n Manually create planned orders (manual supply-planning). In this case youcan choose between backward planning (from the requirement date) andforward planning (from the start date).

You can also combine these methods: let BaanERP generate planned orders,and then you can modify these orders manually.

2. The order-based supply-planning procedure

The order-based supply-planning procedure


For the production planning of an item, you can optionally use cyclic planning.The idea behind cyclic planning is that an item is assigned to specific periods(cycles), and that the production of the item is only planned during theseperiods.

BaanERP will automatically use cyclic planning for an item if the followingconditions are met:

n Cycles have been defined for the resource at which the item ismanufactured

n The item involved has been assigned to specific cycles

The following remarks concern the way BaanERP applies cyclic planning:

n Cyclic planning can only be used for orders that are planned by means of arouting. When you use a fixed order lead-time, no specific resource isinvolved, and so there is no cycle definition that BaanERP can take intoaccount. (You can control the choice between routing and fixed lead timeby setting the fixed lead-time horizon in the Plan Items (cprpd1101s000)details session.)

n If the production of an item involves several operations that are carried outat several resources, cyclic planning is only used for operations that arecarried out at a resource that has been configured for cyclic planning in theway just described. In other words, the decision whether or not to use cyclicplanning is made separately for each operation.

n When BaanERP generates planned production orders, each operation isplanned backwards, starting with the last operation. BaanERP uses thefinish time of an operation as the criterion for cyclic planning: it looks at thecycle in which the finish time falls. When BaanERP applies cyclic planningto an operation with a finish time that falls near the beginning of a cycle towhich the item has been assigned, that part of the operation can fall in theprevious cycle, even if the item has not been assigned to that cycle. Acomparable situation occurs when you apply forward planning (onlypossible when you manually create planned orders) to an operation with astart time near the end of a cycle: in this case, the start time of the operationis used as the criterion for cyclic planning.

Cyclic planning

Note



2.2 Planned orders and order statuses

Planned orders in Baan Enterprise Planning can have the following orderstatuses:

n Plannedn Firm plannedn Confirmed

The regular life cycle of a planned order is displayed in figure 4.

Planned

Firm Planned

Confirmed

PURSFC INH

Figure 4, Life cycle of planned orders in Baan Enterprise Planning

When a planned order is first created, it normally gets the Planned order status.Planned orders with Planned status are discarded (and regenerated, ifnecessary) during the next order simulation.

You can manually set a planned order’s status to Firm Planned. If you do,Baan Enterprise Planning will leave the planned order as it is during subsequentorder simulations. (This also holds true for confirmed planned orders and actualorders.)

As a rule, BaanERP will not plan any new planned orders before the last orderwith Firm Planned status (including confirmed planned orders, and actualorders). If, according to BaanERP, a firm-planned order should be rescheduled,BaanERP will generate a rescheduling message.

If the planned order is officially approved (if necessary), and is ready to betransferred to the execution level of BaanERP, you can set its status toConfirmed. You can either do this manually, or do this for a range of plannedorders by running the Confirm Planned Orders (cprrp1200m000) session.Moreover, if you run an order simulation with the Simulate within Time Fencecheck box selected, you can optionally let BaanERP set the status of all plannedorders in the time fence to Confirmed.

Planned

Firm Planned

Confirmed



You can transfer planned orders to the execution level by running the TransferPlan/Order (cppat1210m000) session. As a rule, only confirmed orders aretransferred. (For more information, see the Plan Aggregation and Transfer(UP010A US) module procedure.)

BaanERP offers several alternatives to the regular treatment of planned ordersas just described:

n During an order simulation, you can optionally let BaanERP remove firm-planned orders (in other words, treat these orders just like planned orderswith Planned status).

n In the EP Parameters (cprpd0100s000) session, you can allow BaanERP togenerate orders before the last firm-planned order.

n In the Transfer Plan/Order (cppat1210m000) session, you can optionallytransfer planned orders with Firm Planned status, and even planned orderswith Planned status, as well.

You can also change the way BaanERP treats a particular order by manuallyresetting its order status (for example, setting it back from Confirmed toPlanned).

2.3 Setup for cyclic planning

Because cyclic planning is an order-based planning method, it is not mandatoryto maintain item master-plans and resource master-plans. However, if you wantto use the Capacity Use by Cycle (cpclp2520m000) session, you must maintainresource master-plans for the resources involved.

To configure BaanERP for cyclic planning, use the procedure outlined infigure 5.

Generate Cycles(cpclp2210m000)

Cycles by Resource(cpclp2120m000)

1

2

Assign Items to Cycles(cpclp2200m000)

3

Cycle Constraints(cpclp2140m000)

4

Figure 5, The cycle-setup procedure

Transfer

Special options



The procedure consists of the following steps:

Step 1 Generate Cycles (cpclp2210m000)

You can use the Generate Cycles (cpclp2210m000) session to automaticallygenerate a series of cycles with a predefined length.

This session is optional: you can also manually define cycles in the Cycles byResource (cpclp2120m000) session (see the next step).

If you maintain item master-plans for the items involved, and/or a resourcemaster-plan for the resource in question, it is advisable to define cycles thatmatch the plan-period definition. Although this is not mandatory, it makes themaster-plans more accessible, and makes the information in the Capacity Useby Cycle (cpclp2520m000) session more reliable.

Step 2 Cycles by Resource (cpclp2120m000)

Use the Cycles by Resource (cpclp2120m000) session to review the cycles thatare generated in step 1, and/or to manually define cycles.

Step 3 Assign Items to Cycles (cpclp2200m000)

You can use the Assign Items to Cycles (cpclp2200m000) session to assignitems to particular cycles, in a recurring pattern (for example, week 4, week 8,week 12, and so on).

You can do this for one item or for a range of items. If you have assigned classvalues to your items in the Resource Planning Data (RPD) module (see theResource Planning Data (UP013A US) module procedure), you can also selectitems according to class values.

If you have defined a class COLOR with class values RED, BLUE, and GREEN, you canselect all items with class value RED, so that all these items are assigned to the samecycles.

This session is optional: you can also manually assign items to cycles in theCycle Constraints (cpclp2140m000) session (see the next step).

You can also use this session to undo cycle assignments.

Step 4 Cycle Constraints (cpclp2140m000)

Use the Cycle Constraints (cpclp2140m000) session to review the cycleassignments generated in step 3, and/or to manually assign items to cycles (or toundo cycle assignments).

Note

Note



2.4 Automatic supply planning

If you choose to let BaanERP generate planned orders automatically, you needto run an order simulation.

Before you run a planned-order simulation, ensure that the following conditionsare met:

n Make sure that the appropriate default source (production, purchase, ordistribution) is set for each item. Or, if you want BaanERP to use varioussources for an item, you must define a sourcing strategy for the item. Formore information, see the Resource Planning Data (UP013A US) moduleprocedure.

n Planning signals are generated during the simulation run. These signals areshown in a report after the simulation, but they can also be saved for laterreference. If you want to use this functionality, you must define theappropriate settings in the RAO module. For more information, see theResource Analysis and Optimization (UP011A US) module procedure.

You carry out the order simulation in the Simulate Orders (cprrp1210m000)session. If you want to simulate orders for only one item, you can also use theSimulate Orders (Item) (cprrp1220m000) session. You can find this session onthe Specific menu of a number of other sessions.

When you simulate orders, you can use top-down or bottom-up item selection.

n Top-down selection means that if an item falls in the selected range, theanonymous components of this item are also included in the simulation (in amultilevel fashion: components of components are also taken into account,and so on).

If TIRE is a component of WHEEL, and WHEEL is a component of BIKE, top-downselection means that if BIKE is selected, WHEEL and TIRE are also included in thesimulation.

n Bottom-up selection means that if an item falls in the selected range, theanonymous parent items of this item are also included in the simulation (ina multi-level fashion: parents of parent items are also taken into account,and so on).

If TIRE is a component of WHEEL, and WHEEL is a component of BIKE, bottom-upselection means that if TIRE is selected, WHEEL and BIKE are also included in thesimulation.

Note that in top-down or bottom-up item selection, the selection is onlyextended to anonymous items (not to project-specific items).

As a rule, BaanERP generates no planned orders within a plan item’s timefence, and leaves the existing planned orders in the time fence as they are.

Prerequisites

Simulation sessions

Item selection

Time fence



If any firm planned (at least) orders exist outside the time fence, these ordersactually serve as an extension of the time fence: as a rule, BaanERP generatesno planned orders before the last firm-planned order, and leaves existingplanned orders before this last firm-planned order as they are.

However, you can change this behavior in the following ways:

n Select the Simulate within Time Fence check box in the Simulate orders(cprrp1210m000) session or the Simulate Orders (Item) (cprrp1220m000)session during an order simulation run, so that the time fence is ignored.

n Select the Planned Order before Firm/SFC check box in the EPParameters (cprpd0100s000) session, so that BaanERP can generateplanned orders before firm-planned orders.

BaanERP places all existing requirements and scheduled receipts on a time axisfor subsequent analysis.

The required inventory level is determined as follows:

n If an item master-plan is maintained for the item involved, the inventoryplan determines the required inventory level (see the Item Master Plan(cprmp2101m000) session)

n If there is no item master-plan, the safety stock (taking into account theseasonal pattern) determines the required inventory level (see the ItemOrdering Data (tcibd2500m000) session)

During the simulation, BaanERP first tries to account for the required inventorylevels with the receipts that are already planned or scheduled (actual orders,planned orders with Confirmed or Firm Planned status). BaanERP generatesrescheduling messages to indicate which receipts can be rescheduled to a laterdate, and which receipts must be rescheduled to an earlier date.

If existing receipts are insufficient, BaanERP generates planned orders toaccount for each shortage. (In the case of a project-specific item that is derivedfrom a standard item, BaanERP will first try to solve the shortages bytransferring anonymous inventory to project inventory.)

Baan Enterprise Planning plans orders backwards, starting from the requirementdate. As a rule, the safety time and the extra lead time are taken into account.These are defined in the Item Ordering Data (tcibd2500m000) session and thePlan Item Data (cprpd1500m000) session, respectively. The calculation of theplanned order’s start date and finish date proceeds as follows:

n For planned production orders, BaanERP uses either a routing or a fixedlead time. As a rule, the item’s routing is used to plan orders in the nearfuture, whereas a fixed lead time is used for longer-term planning. (You cancontrol the choice between routing and fixed lead time by setting the fixedlead-time horizon in the Plan Items (cprpd1101s000) details session.)

Required inventory level

Rescheduling messages

Planned orders



n For planned purchase orders and planned distribution orders, BaanERP usesseveral types of lead-time data (for more information, see the online Help).

If, after the simulation, there are any planned receipts left that are unnecessaryto meet the required inventory levels, BaanERP will generate cancel messagesto indicate that these planned receipts can be canceled.

2.5 Manual supply planning

Instead of using BaanERP to generate planned orders automatically, you canalso create planned orders manually in the Planned Orders (cprrp1500m000)session. You can also choose to modify or replan existing planned orders.

You can choose between backward planning (based on a given finish date) andforward planning (based on a given start date). You can also choose if BaanERPmust use a particular routing to plan the order, or use the item’s fixed orderlead-time.

2.6 To review order-based planning data

Baan Enterprise Planning contains a number of sessions that you can use toreview the results of your order-based supply planning.

You can use the following sessions to review planned orders and relatedplanning data:

n Planned Orders (cprrp1500m000)This session lists the planned production orders, planned purchase orders,and planned distribution orders of a particular scenario. For each plannedorder, you can access detailed information on the order and its order lines.An example of this is pegging information: as a rule, each order linecontains information on the requirement for which it was created (forexample, the order number of a sales order or production order).

n Planned Inventory Movements by Order (cprrp0511m000)This session lists the planned inventory movements that are related to aplanned production order, planned purchase order, or planned distributionorder:− For a planned production order, the planned receipt of the manufactured

item, and the planned issue of the materials in the item’s bill of material(BOM)

− For a planned purchase order, the planned receipt of the purchased item− For a planned distribution order, the planned receipt and/or the planned

issue of the distributed item (insofar as these take place at the currentsite)

Cancel messages

Item planning



n Time-Phased Planning Overview (cprrp0520m000)This session gives a time-phased overview of your order-based planning.The overview includes forecast and actual demand, planned supply orders,and scheduled receipts. The level of detail of the information is easilyconfigurable, and can vary from 28-day periods to the level of individualorders (including, for example, the order number). Moreover, you can easilysimulate extra demand and/or extra supply, and compute the resultinginventory levels.

n Item Master-plan (cprmp2101m000)If you maintain an item master-plan for the item involved, you can use thissession to get an overall view of your item planning.

You can use the following sessions to review the capacity use of plannedproduction orders:

n Capacity Use by Planned Order (cprrp2500m000)This session lists the operations of a planned production order, and the setuptime and production time of each operation.

n Planned Capacity Use by Resource (Order Planning) (cprrp2501m000)This session lists the operations that are carried out at a particular resource,and the setup time and production time of each operation. (The capacityrequirements of production plans, generated in master-based supply-planning, are not displayed in this session.)

n Resource Master-plan (cprmp3501m000)If you maintain a resource master-plan for a particular resource, you can usethis session to get an overall view of your resource planning, displayed byplan period. (This session does not only display the capacity use of orders,but also the capacity requirements of production plans, generated in master-based supply-planning.)

If you use cyclic planning, you can use the following sessions as well:

n Operations by Cycle (cpclp2510m000)This session lists the operations that are carried out at a particular resourcein a particular cycle, and the setup time and production time of eachoperation. (This session does not include the capacity requirements ofproduction plans.)

n Capacity Use by Cycle (cpclp2520m000)If you maintain a resource master-plan for a particular resource, you can usethis session to get an overview of your resource planning, displayed bycycle. (This session includes the capacity requirements of production plans.)

Resource planning



2.7 Special cases of order-based supply planning

This section provides information on some special cases of order-based supplyplanning.

Planned supply of JIT items

In the Item Ordering Data (tcibd2500m000) session, you can designate an itemas a Just in Time (JIT) item. The supply of JIT items is controlled by means ofpurchase schedules instead of regular purchase orders.

During an order simulation run, requirements for JIT items are automaticallytranslated to a purchase schedule in the PUR module, if the followingconditions apply:

n The simulation is run for the actual scenarion The requirement falls within a schedule segment with Immediate, Released,

or Firm requirement type

If the requirement falls within a schedule segment with the Forecastrequirement type, a planned purchase order is generated. Any changes to theplanned order are automatically updated in the corresponding purchaseschedule. Once the order falls within a schedule segment of one of the otherrequirement types, Baan Enterprise Planning will discard the planned orderautomatically during the next order-simulation run.

Planned supply of project-specific items

If a project item is planned by means of module planning (in the Project Control(PCS) module), and you want to use order-based supply planning for this item,you must maintain an item master-plan for it. This item master-plan is used totemporarily store the requirements from the module planning.

BaanERP determines the date of the requirement based on the network planningin the PCS module. The quantity is derived from the plan quantity of themodule.

If you transfer the planned orders that are involved to the execution level ofBaanERP, the order quantity is automatically subtracted from the the planquantity in the Module Planning (tipcs4120s000) session. In this way, BaanERPcan use the remaining plan quantity for subsequent order simulations.

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