Inventory planning
Planning vs Demand fulfillment
Main "Planning" subsystem features
Plan on behalf of the whole enterprise (not separate companies).
Check whether plans balance: track if demand plans can be fulfilled by means of supply plans.
Plan by quantity and amount in the required currency.
Create interrelated sales forecasts, purchase plans, and kitting schedules.
Create plans with different planning horizons and periods.
Calculate detailed plans based on consolidated plans. For example, you can break down a monthly plan by weeks.
Use system data and external data to create plans. For example, sales or purchase statistics accumulated in the database, sales orders, and Excel files.
Set up various formulas for calculating plans.
Simulate various scenarios and create different plans for them. For example: "Optimistic", "Realistic" and "Pessimistic" scenarios.
Correct plans, including using rolling planning, when a new plan clarifies or completely replaces the previous one.
Approve plans using statuses.
Generate purchase/kitting orders based on purchase plans/kitting schedules.
Forecast the demand for goods using assortment planning techniques and allocation bases, including the demand for new products.
Planning inputs and outputs
Based on the created plans, you can:
Planning process
1) Set up access rights
Assign the required rights to the system users. If needed, you can create your own access group profiles.
2) Set up planning process parameters
Before you start planning, you need to set up Planning scenarios and Plan profiles in the system. They store the main planning parameters, such as the planning frequency, planning horizon, and the rules for filling out plans.
3) Set up rules for filling out plans
Information about how to fill out plans is stored in Planning data sources. You can use any data stored in the infobase as sources (sales and purchases of goods for previous periods, data on current customer orders, expected deliveries of goods, available balances, and so on). When configuring the source, you can write an arbitrary query to the database, or use a template.
You can create and recalculate plans using the "Planning process management" workplace.
5) Check whether plans can be fulfilled
When the plans are created, you can analyze their correctness using the "Plan balance for the period" report. It will show whether your demand plans can be fulfilled by the means of supply plans. For example, if you planned to sell more than you bought, you will see it in the report.6) Approve plans
You can approve plans using statuses:
To ask a user to approve a plan, use duties generated based on the plan. In the duty, specify what needs to be done, the deadlines, and persons responsible. Once posted, the task is sent to the responsible user.
During plan fulfillment, you can analyze the progress using the "Purchase plan/Sales forecast fulfillment by business units" report.