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  7. Work with pull-planning (REQ027)

Work with pull-planning (REQ027)

The purpose of this program is to create and work with order proposals for manufacturing orders and purchase orders using the pull-planning concept.

Pull-Planning is one of several planning methods you may use when planning and controlling manufacturing. Pull-Planning checks the items against the time axis. Order proposals for either purchase or manufacturing orders are created for items with a shortage. Pull-Planning creates order proposals for one level at a time starting with the parent item, unlike MRP where requirement for all levels is calculated at the same time. For this reason, Pull-Planning is not suited for items with long lead times or unreliable forecasts.

You can create manufacturing or purchase orders from the order proposals. The manufacturing and purchase orders can be rescheduled through a reschedule proposal if necessary.

When working with order proposals in Pull-Planning you analyse the items according to priority or shortage:

  • The shortage analysis calculates the stock balance situation within total lead time (lead time + order period). If the calculated, theoretical quantity on hand is lower than zero, or lower than desired stock levels, the shortage analysis displays an order proposal for the item. The proposal specifies the quantity that is needed and suggests a date for manufacturing or purchase of the item.
  • The priority analysis handles items that are priority planned. The items are sorted in order of priority, where a priority value below zero denotes a critical item. Critical items must be manufactured or purchased immediately to prevent shortage. The result of the calculation is a priority value indicating the number of days the stock will suffice. The ambition should be to keep the priority values around zero so that the demand for assets consisting of quantity on hand and expected dispatches are kept in equilibrium.

Options

Parameters enquiry Select this option to view the selection parameters.
Work w proposal Select this option to work with the proposal.
Update proposal Select this option to update (re-create) the proposal.
Print Select this option to print the proposal.
Unlock Select this option to unlock a locked proposal. This can only be performed by the user who caused the lock in the first place.

Function keys

Shift info Toggle between viewing order proposals and re-schedule proposals.
Create proposal Create a new proposal.

Selection fields

Proposal
Description
The description of the proposal.
Last updated
The date indicates when the proposal was created.
Time
The time indicates when the proposal was created.
User
The code indicates the user who created the proposal.
In use
Indicates if the proposal is in use.