Planning Worksheet

Planning Worksheet

The supply planning process involves the delicate art of balancing unconstrained demand forecasts with organizational constraints like people and resources. Balancing or creating a supply plan is done either by (a) Production - manufacturing the products (b) Purchasing - from 3rd party supplier (c) Transferring - from an alternate warehouse or DC.
  1. Getting Started

Double-click a cell in the planning area of the application and type a numerical value to create to change data which will be reflected in the Summary chart and the planning area.  
  1. Overrides & Summary Views

The Flow tab shows the flow of demand through your supply plan. Here you can check for Violations, view Affected Demand, and see any details connected with the different demand flow items. 
  1. Flow & Stock Navigation


The Utilization tab shows how much of each resource's available capacity is being used, broken down from Location down to Resource down to Item. This lets you see not just whether a resource is overloaded, but which specific items are driving that overload, so you can act on it directly instead of switching to a separate document to investigate.
  1. Utilization Capacity


View an items Demands, Procurements, Productions, Stock Transfers, Stock Adjustments, and Stock Pegs from the Transactions tab. 
  1. Transactions

Making changes to the plan, will resolve violations as the plan comes into balance. The system will also recommend solutions to the violations. 
  1. Violations

Toggle on or off the Comments with the toggle button. You can create comments by right-clicking the desired cell in the grid and selecting Comments.
  1. Comments & Collaboration

The MRP engine uses the Bill of Materials to determine production and procurement requirements for intermediates and raw materials. It also looks at the Item Group capacity and to time phase production. DRP looks at the priority on the Sales Order line (or by extension allowing to put a priority on Forecast as well) to replenish the demand. Demand is replenished per time period (week), per priority (highest first).
  1. Running MRP & DRP

Fair Share redistributes excess inventory from supply locations to downstream demand locations. Quantities are allocated proportionally based on each destination's demand.
  1. Fair Share

Align Transfers reschedules planned transfers to match the inventory available at each shipping location.

Align Transfers