Baan Warehousing Inventory Planning

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1 Baa Warehousig Ivetory Plaig Module Procedure UP074A US

3 Documetiformatio Documet Documet code : UP074A US Documet group : User Documetatio Documet title : Ivetory Plaig Applicatio/Package : Baa Warehousig Editio : A Date : July 1998 Copyright 1998 Baa Developmet B.V. All rights reserved The iformatio i this documet is subject to chage without otice. No part of this documet may be reproduced, stored or trasmitted i ay form or by ay meas, electroic or mechaical, for ay purpose, without the express writte permissio of Baa Developmet B.V. Baa Developmet B.V. assumes o liability for ay damages icurred, directly or idirectly, from ay errors, omissios or discrepacies betwee the software ad the iformatio cotaied i this documet. Ivetory Plaig

5 Table of cotets 1. The Ivetory Plaig (INP) module i BaaERP The INP cocept as applied i BaaERP INP s fuctioal procedures The modules that are related to INP The fuctioality of INP s busiess objects The ivetory plaig procedure The plaed ivetory-trasactios procedure The ivetory-commitmet procedure To use optioal sessios i INP 2-5 Ivetory Plaig i

6 Ivetory Plaig ii

7 About this documet Read this documet to get a overview of the Ivetory Plaig module s fuctioality ad to lear more about the fuctioal procedures that are related to INP. You eed o detailed kowledge of BaaERP to read this documet. However, you are more likely to uderstad the cotets if you are familiar with: The overall structure of packages, modules, ad sessios withi BaaERP The geeral busiess procedures used i everyday busiess practice The basic cocepts of eterprise resource plaig For detailed descriptios of the module s sessios, refer to BaaERP s comprehesive olie Help. To use this documet Read Chapter 1, The Ivetory Plaig (INP) module i BaaERP, if you wat to kow more about: The module s fuctioality The relatioship of the module with other modules The fuctioality of the module s busiess objects Read Chapter 2, The ivetory plaig procedure, if you wat to kow more about: The sessios i the procedure The results of the procedure The sessios that are related to the procedure The optioal procedures that are related to the procedure Ivetory Plaig 1

8 Acroyms used i this documet BOM COM ERP IBD INA INH INP INR ISA MCS PSS PUR ROU SFC SLS SOC WMD CP Bill of Material Commo Eterprise Resource Plaig Item Base Data Ivetory Aalysis Ivetory Hadlig Ivetory Plaig Ivetory Reportig Item Sales Data System Table Project Schedulig System Purchase Cotrol Routig Shop Floor Cotrol Sales Cotrol Service Order Cotrol Warehousig Master Data Eterprise Plaig Leged Madatory sessio Optioal sessio Madatory busiess object Optioal busiess object CF PCS PCS Idicates a madatory sessio Idicates a optioal sessio Idicates a madatory busiess object Idicates a optioal busiess object Idicates a package Idicates a module Idicates a module that is described i the module procedure Ivetory Plaig 2

9 1. The Ivetory Plaig (INP) module i BaaERP The INP cocept as applied i BaaERP INP s fuctioal procedures The modules that are related to INP The fuctioality of INP s busiess objects 1.1 The INP cocept as applied i BaaERP I a compay that hadles ivetory, it is useful to be able to review the plaed ivetory (movemets). BaaERP offers the fuctioality: To review ad rebuild plaed ivetory trasactios Plaed ivetory trasactios are future chages i the ivetory levels caused by plaed orders for items. If the plaed ivetory trasactios are extremely uequal to your expectatios or if the ivetory is damaged by a calamity, you ca rebuild the plaed ivetory trasactios. To commit (plaed) ivetory I busiess practice it ca be desirable to reserve ivetory for specific orders to esure that the issued items are available for the specific orders i a specific warehouse. Committed ivetory is ot available for other orders. Figure 1 shows how the INP module is positioed i BaaERP. Trasactios Warehousig SLS SFC WMD INA PUR INH SOC PSS INH INP INR Issue Orders ISA MCS IBD COM SLS SOC INH SFC PSS ROU BOM Basic data Figure 1, The INP module i BaaERP INP is a support module. You ca also prit reports ad graphs of the plaed ivetory trasactios. INP uses the data of plaed ivetory movemets that are registered i BaaERP. This data is also used by CP for material plaig. INP is ot a madatory module, therefore you ca use BaaERP without implemetig INP. Ivetory Plaig 1-1

10 The Ivetory Plaig (INP) module i BaaERP Master data ad prerequisites Before you ca successfully use the INP module, you must use: IBD to set up item-base data ISA to set up item-sales data ROU to set up routig data BOM to set up bill of materials data WMD to set up item-ivetory data I additio to this, commo data ad system tables must also be set up correctly i COM ad MCS. 1.2 INP s fuctioal procedures INP cotais the followig fuctioal procedures: Plaed ivetory trasactios Ivetory commitmet 1.3 The modules that are related to INP Figure 2 shows the modules that are related to INP. Trasactios Issue Orders SLS SFC SOC SLS SFC PUR SOC INH PSS PSS INH WMD INP INH INA INR Figure 2, The modules that are related to INP The INP module records data about all plaed trasactios that affect ivetory levels ad ivetory movemets, drawig from the followig modules i the followig ways: SFC, SLS, SOC, PUR ad PSS ca geerate plaed ivetory trasactios that are tracked i INP. Ivetory Plaig 1-2

11 The Ivetory Plaig (INP) module i BaaERP INH allows maual iput of warehousig orders of Issue type, which are tracked by INP by meas of the plaed ivetory trasactios. INP also seds iformatio about plaed ivetory trasactios to INH. WMD allows item ivetory data to be set up ad maitaied. This data holds the ivetory couters for O hold, O Hold Committed, Allocated ad so o. INA receives data which allows the calculatio of time-phased stock ad ecoomic stock. INR receives data cocerig the ivetory level (O Order, Allocated, ad so o). 1.4 The fuctioality of INP s busiess objects INP cotais the followig busiess objects: Plaed Ivetory Trasactios Ivetory Commitmet Figure 3 shows the mai flow betwee the INP busiess objects. SFC WMD SOC Error Recovery IBD SLS INH PSS SFC PUR Plaed Ivetory Trasactios WMD INA INR Ivetory Commitmet INH IBD WMD SLS Figure 3, The mai flow betwee the INP busiess objects Ivetory Plaig 1-3

12 The Ivetory Plaig (INP) module i BaaERP Plaed Ivetory Trasactios This busiess object allows you to pla for future fluctuatios i ivetory levels. Fluctuatios ca be caused by plaed trasactios emaatig from PUR, SLS, SFC, SOC ad PSS, all of which cause a warehousig order to be geerated i INH. This busiess object is also used to calculate: Ecoomic stock Statistical ivetory cotrol Time-phased order poit Example Note Ivetory Commitmet Ucommitted ivetory ca be used to fulfil ay warehouse order. The process of committig ivetory (formerly called hard allocatio) commits ivetory to a specific order. BaaERP calculates the ivetory that is available for other orders without icludig committed ivetory. It also checks each order to see whether a ivetory commitmet has bee made. This is ecessary before items ca be retrieved correctly from ivetory. Ivetory ca also be decommitted if this is required. A service order asks for a certai quatity of items. So, the origiatig package (SOC) geerates a plaed ivetory trasactio. INP keeps track of all plaed ivetory trasactios, whether a warehousig order has bee geerated or ot. For these orders, the available ivetory is committed. Later, INH triggers a warehousig order of the Issue type. The commitmet of ivetory ca be iitiated by ay package that is able to geerate a plaed ivetory trasactio., Automatic commitmet is possible for sales orders oly. You ca also maually commit ivetory to override ay commitmet of ivetory. Error Recovery This is ot a INP busiess object, but a stadard suite of fuctioality built ito BaaERP to hadle system failures, database corruptios ad other such disasters. It feeds recovered data to the Plaed Ivetory Trasactios busiess object i INP ad to the IBD module i Baa Commo. The Plaed Ivetory Trasactios busiess object the uses the data to rebuild the Plaed Ivetory Trasactios database. Ivetory Plaig 1-4

13 2. The ivetory plaig procedure This chapter describes: The plaed ivetory-trasactio procedures The ivetory-commitmet procedure The sessios that are related to the procedures The data flows that are associated with the procedures 2.1 The plaed ivetory-trasactios procedure The plaed ivetorytrasactio procedure s results The plaed ivetory-trasactio procedure allows you to: View future fluctuatios i ivetory levels that are caused by activities i the modules that are specified i Chapter 1.3, The modules that are related to INP. Rebuild the database of plaed ivetory trasactios. The result of the plaed ivetory-trasactios procedure is: Optioally, oe of the followig four trasactios: Plaed ivetory trasactios by item Plaed ivetory trasactios by order Plaed ivetory trasactios by order type Plaed ivetory movemets by item Optioally, a rebuild of the plaed ivetory-trasactios database for the BaaERP productio system. Allocated ivetory ad ivetory o order are also updated, together with quotatio data. Figure 4 shows the steps i the plaed ivetory-trasactios procedure. 1 SLS PUR SFC INH SOC PSS Plaed Ivetory Trasactios by Item (whip1500m000) Plaed Ivetory Trasactios by Order (whip1501m000) Plaed Ivetory Trasactios by Order Type (whip1502m000) 2 Plaed Ivetory Movemets by Item (Graphic) (whip1700m000) 3 Rebuild Plaed Ivetory Trasactios (whip1200m000) 4 IBD WMD Figure 4, The plaed ivetory-trasactios procedure Ivetory Plaig 2-1

14 The ivetory plaig procedure Step 1 Step 2 Step 3 Step 4 The steps i the plaed ivetory trasactios procedure are described below. Geeratio of plaed ivetory trasactios Plaed ivetory trasactios are geerated by the SLS, PUR, SFC, INH, SOC ad PSS modules at the poit whe, for example, a sales order is etered i SLS, or a productio order is etered i SFC. The trasactios ca the be viewed i Step 2. Plaed Ivetory Trasactios by Item (whip1500m000) Plaed Ivetory Trasactios by Order (whip1501m000) Plaed Ivetory Trasactios by Order Type (whip1502m000) Plaed Ivetory Movemets by Item (whip1700m000) Use ay of these sessios optioally to display details of the plaed ivetory trasactios before you perform the rebuild i Step 3. Rebuild Ivetory Trasactios (whip1200m000) Use this sessio to rebuild the database of plaed ivetory trasactios. The cosequece of rebuildig the plaed ivetory trasactios is that the ivetory data is updated. Therefore, the sessio also recalculates the allocated ivetory ad the ivetory o order. BaaERP cosiders orders of all types whe the plaed ivetory trasactios are rebuilt. Effects i IBD ad WMD As a result of rebuildig the ivetory trasactios, allocated ivetory ad ivetory o order are updated i WMD. Quotatios are also updated i IBD. 2.2 The ivetory-commitmet procedure The ivetorycommitmet procedure s result This chapter describes: The mai ivetory commitmet procedure The sessios that are related to the mai procedure The results of the ivetory commitmet procedure are: The allocatio of ivetory to specific orders of various origis The updatig of item data i IBD The updatig of item-ivetory data i WMD The updatig of sales-order data i SLS Ivetory Plaig 2-2

15 The ivetory plaig procedure Figure 5 shows data flows ad the steps i the ivetory-commitmet procedure. 1 SLS SFC INH SOC PSS 2 Ivetory Commitmet (whip2500m000) 5 Geerate Ivetory Commitmet (whip2200m000) 3 Ivetory Commitmet (whip2100s000) 4 Cosumptio of Ivetory Buffers (whip2202m000) 6 Remove Ivetory Commitmet (whip2204m000) 7 IBD WMD SLS Figure 5, The ivetory commitmet procedure Step 1 Step 2 The steps i the ivetory-commitmet procedure are described below: Activities i various modules Trasactios i SFC, SOC, SLS, PSS ad INH ca geerate plaed ivetory trasactios. The geeratio of a plaed ivetory trasactio iitiates the ivetory-commitmet procedure. INP keeps track of all plaed ivetory trasactios, whether a warehousig order has bee geerated or ot. Sales orders ca be set to automatically geerate a ivetory commitmet accordig to the parameters i the Item Sales Data (tdisa0101s000). This oly applies to sales orders. No other module ca automatically geerate ivetory commitmet. You ca hadle sales orders i the SLS module ad you ca specify item sales data i the ISA module. Ivetory Commitmet (whip2500m000) Use this sessio to: Create ew ivetory commitmets Maitai or view existig ivetory commitmets that have already bee created for orders of Issue type Ivetory Plaig 2-3

16 The ivetory plaig procedure Note Note Step 3 Step 4 Step 5 From this sessio you ca: Select a idividual lie for further processig i the Ivetory Commitmets(whip2100s000) sessio (see Step 3) Move to the Cosumptio of the Ivetory Buffers (whip2202m000) sessio (see Step 4) Ivetory Commitmet (whip2100s000) Use this sessio to view or maitai existig ivetory commitmets ad to update the quatities that are committed to orders. The ivetory commitmet ca be updated as log as the correspodig warehouse-order lie (if ay) has the value 0 i the Quatity Advised field i the Outboud Advice (whih2125s000) sessio (that is, o outboud advice has bee geerated). You ca also use this sessio to commit ivetory to a special order type kow as a buffer. This has the effect of reservig ivetory without committig it to a specific order. You ca the trasfer the ivetory from the ivetory buffer to the relevat order (see Step 4.). However, you ca oly access the Cosumptio of the Ivetory Buffers (whip2202m000) sessio from the Ivetory Commitmets (whip2500m000) sessio (see Step 2.). Cosumptio of the Ivetory Buffers (whip2202m000) Use this sessio to commit ivetory that was previously reserved i ivetory buffers (see Step 3) to specific orders. After cosumig the ivetory buffers, the ivetory buffers ad the destiatio order data are updated with the quatity i the Trasfer field. If a buffer has bee completely cosumed, it is deleted. Geerate Ivetory Commitmet (whip2200m000) Use this sessio to geerate ivetory commitmets of (ublocked) ivetory for orders of Issue type that have ot yet bee fully committed. Whe you geerate ivetory commitmet (hard allocatio), BaaERP commits the required ivetory to a specific order lie. As a result, the available ivetory for other orders or other order lies is decreased. To geerate commitmets: Assig priorities to the orders of the differet order types Set the processig order per order type The order type priorities are used if BaaERP geerates precise ivetory assigmets to order lies. You caot commit order lies for warehouses of Project type. A report is prited, which cotais the geerated ivetory commitmet. Ivetory Plaig 2-4

17 The ivetory plaig procedure Note Step 6 Step 7 Remove Ivetory Commitmet (whip2204m000) Use this sessio to remove the ivetory commitmet (or decommit ivetory) from issue orders. This sessio ca be used to decommit the ivetory that has bee committed to orders i the followig sessios: Ivetory Commitmet (whip2100s000 Geerate Ivetory Commitmet (whip2200m000) Cosumptio of the Ivetory Buffers (whip2202m000) The ivetory caot be decommitted if the commitmet has bee defied as firm (that is, the Firm field i the Ivetory Commitmet (whip2100s000) sessio is selected). The committed ivetory ca be de-committed as log as the correspodig warehouse-order lie (if ay) has the value 0 i the Quatity Advised field i the Outboud Advice (whih2120s000) sessio (that is, o outboud advice has bee geerated). A report is created whe you decommit committed ivetory to orders. The created report cotais the ivetory commitmet that is removed by usig this sessio. Effects i IBD, WMD ad SLS The effects of ivetory commitmet are: The updatig of item data i IBD The updatig of item-ivetory data i WMD The updatig of sales-order data i SLS 2.3 To use optioal sessios i INP Three optioal prit sessios are available i INP: Prit Plaed Ivetory Trasactios by Item (whip1400m000) Prit Plaed Ivetory Trasactios by Order (whip1401m000) Prit Ivetory Commitmet (whip2400m000) Ivetory Plaig 2-5

18 The ivetory plaig procedure Ivetory Plaig 2-6

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