Adjust Shop Orders Need Date to Demand
Explanation
Use this activity to automatically update the need dates for a set of shop orders for specified parts at given
sites and with given configurations. The need dates are updated to the dates/times when the projected quantities
goes negative for the shop orders parts.
In the automatic adjustment process all shop orders for the selected parts at given sites and with given
configurations, with need dates not later than the number of days from today specified in the Time
Horizon, with Demand Source set to Invent Order and with the specified
statuses are considered. The adjustment process is executed according to the following order:
- First, shop orders for the parts at the highest level in the BOM structures (with lowest Low
Level) are reviewed. Then it continues with the next level, and then the level after that until all
levels have been reviewed.
- Within each low level, the shop orders are adjusted in chronological order, starting with the shop order with
earliest need date.
Each shop order will be adjusted according to the following logic. If there is a projected negative balance for
the shop order part prior to the shop order due date/time, given the below mentioned parameters controlling the
balance calculation, the need date is updated to the date/time when the projected quantity goes negative. If the
part has Plan Manufacturing Supply on Due Date enabled, the need date will be updated considering
both the date and time of the earliest demand where the projected quantity goes negative, else only the date is
considered.
The demands considered depend on the following conditions:
- For a shop order with the Demand Source set to Invent Order that is not
pegged to any demands, the logic will consider inventory-supplied demands without pegging.
- For a shop order with the Demand Source set to Invent Order that has been
pegged to demand(s), the logic will consider only the demand(s) to which it is pegged.
- For a shop order with the Demand Source set to DOP Order, the logic will
consider only the demand(s) within the DOP structure that the DOP order(s) pegged to the shop order are expected
to supply.
The calculation will also consider below parameters set on the Inventory Parts Intraday
Availability page:
- Include Only Firm Supplies - Only supplies classified as firm are considered. Firm supplies
are shop orders, purchase order lines and similar. Non-firm supplies such as purchase and shop order requisitions
are ignored.
- Include Only Firm Demands - Only demands classified as firm are considered. Firm demands are
customer order lines, shop order material lines and similar. Non-firm demands such as MRP planned demands are
ignored.
- Include Usable Qty in Balance - The usable on hand quantity in stock is considered as the
starting balance when calculating the projected quantity. If cleared, the logic will use 0 as the starting
balance.
The shop orders need date are adjusted using the Adjust Shop Orders Need Date to
Demand dialog. To access the dialog, first open the Inventory Parts Intraday
Availability page and specify the Time Horizon, Include Only Firm
Supplies, Include Only Firm Demands and Include Usable Qty in Balance
parameters. Then select the parts at the given sites and with the given configurations you want to adjust the shop
orders for and click Adjust Shop Orders Need Date to Demand. In the Adjust Shop Orders
Need Date to Demand dialog, select which statuses the shop orders should have in order to be
adjusted. After clicking OK, the shop orders need dates are automatically adjusted.
Prerequisites
- At least one open shop order with Demand Source set to Invent Order or
DOP Order must exist.
- A projected negative balance for the at least one of the shop order parts must exist prior to the shop order
due date/time given the above mentioned parameters controlling the balance calculation.
System Effects
- Each shop order will, if necessary, be adjusted with a new earlier need date. If the shop order part has
Plan Manufacturing Supply on Due Date enabled, also need date time will be updated.
- The Scheduling Direction of the adjusted shop orders will be set to Backwards
Scheduling, and the orders will be rescheduled with a new start and finish date that meets the new need
date.