Master Data

Inactive Rows

Manufacturing Methods

Create a New Manufacturing method

1. First, make sure the Manufacturing Methods tab is selected. 
2. There are two ways to create a new Manufacturing Method, you can select an Item from the Produced Item Code list and click the dropdown arrow, then click +Add New, or you can click the New button to launch the New Manufacturing Method.
   

1. Next, select a Product from the Product Item dropdown 
   

1. Next, type in the Manufacturing Method Name and Description. Optionally, you can type in the Waste Production Per Unit, CO2 Production Per Unit, and Recycled Materials Used, if needed. 
   
2. Check the Enabled Box to enable the Manufacturing Method for use, then click Save. 

1. The new created Manufacturing Method will appear under the Produced Item Code for that Product in the Manufacturing Methods list. Click the dropdown arrow to view the Manufacturing Method. 

Adding Operations to Manufacturing Methods

1. From here, type a Name and Description for the Operation, then you can optionally select a Manufacturing Resource and a Bill of Materials. Click Save. 

1. Click + Add new item to edit the component and quantity process data.

1. The operations information will now appear with the Operation Code. 

1. You can add additional Operations to a manufacturing method. When adding more operations, you can then select a previous operation as a dependency.

1. Predecessor Operation: Select an operation for the dependency. 
   
2. Dependency Type: Select a dependency type from the dropdown: Predecessor finish to successor start, Predecessor start to successor start, Predecessor setup to successor start, Predecessor setup to successor setup, Predecessor finish to successor setup, Predecessor finish to successor finish, and Predecessor to successor rate rate difference.
3. Elastic or Hot Feed: Select the type of extruder for the manufacturing dependency. You will also need to create minimum and maximum hours for the extruder operations. 

1. Some Manufacturing Resources will also allow more than one Dependency to be added. The message 'Maximum dependencies reached' will appear to the right of the Add Dependency link button and the button will be grayed out when no more dependencies can be created for that resource. 

Adding Process Data to Operations

1. After creating an Operation, you can add Process data to the Operation by clicking the +Add New next to the Process Data title after clicking the dropdown arrow for that Operation. Here you will create a Name Description, select a Manufacturing Resource, optionally select a Bill of Material, Start Date and Expiration Date, create a Rate of BUoM / hr, and optionally create a priority, lot size, minimum run size, setup time, lead time, delay time, minimum run time, and incremental run time. 

1. Click View/Edit to Edit the Bill of Materials in Process Data
   

Resources

Create a New Resources

1. Create a Code and a Description for the New Resource.
   

1. Select a Resource Type from the dropdown. The type selected will affect the following options going forward. 
   

1. None (Resource Location, Cost per Hour)
   
2. Single Operation (Resource Location, Cost per Hour)
3. Infinite Capacity (Resource Location, Cost per Hour)
4. Storage (Maximum Capacity, Units, Resource Location): Custom units of measure (such as Pallets) are available in the Storage Capacity unit dropdown when configuring Storage type Resources, allowing warehouse capacity to be defined using custom units.
5. Batch (Resource Location, Cost per Hour)
6. Loading Dock (Resource Location, Cost per Hour, Vehicle Type, Maximum Vehicles Per Day)
   
7. Tank (Maximum Capacity, Units, Resource Location, Cost per Hour)
8. Auxiliary (Max Units Available, Resource Location, Cost per Unit)

1. When finished, check or uncheck Enabled, then click Save to save the New Resource.

Edit Resources

Create a New Supply Input

Transport Routes

Vehicles type

Resources / Capacity

Bill of Materials

1. Click New to create a BOM for the Master Data.

1. Type in a Bill of Materials Code and Description. Click Add new item and select a component from the dropdown, type a quantity, and click the floppy disk icon to save the new item.
2. Click Save to create the New Bill of Materials. 

Campaign Templates

1. First we need to create a Manufacturing Method then Operations then Process data for the item we wish to create a campaign where we will be defining the Resources. Once that is done, we will get a match in campaign Planning Module once we try to create a new campaign using that particular item and resources.
   
   
   

1. Now we can create a Campaign Template. Click +New to launch the New Campaign Templates drawer. 

1. Type a Name and Description for the Campaign Template. 
   
2. Click +Add new item to start selecting items for the campaign template rows.
3. Double-click the yellow box to launch the dropdown menu of items to select.  Click an item to select it for the campaign template row.

1. Click +Add new item again if you wish to repeat the process of selecting additional items for the campaign template rows.
   
2. Click Save.

1. The new Campaign Template will appear in the list. The Campaign template can now be used in Campaign Planning from the Create Campaign 'Campaign Template' dropdown. 

1. You can now go to Campaign Planning and create a campaign from a created template.

Shutdown Calendar

Note that shutdown calendar constraints apply only to orders generated by Arkieva's planning engines — orders imported from an external ERP system are not affected and will appear in the plan regardless of any defined shutdown periods

Constrained Date Differs by Supply Type

The shutdown constraint does not apply to the same date field across all supply types. Understanding which date is constrained is critical to setting the right shutdown window:

Supply Type	Constrained Date	DRP/LP Behavior	Key Note
Production	Production date	Not allowed if date is in shutdown	Straightforward — no production on shutdown days
Procurement	Order Date (= Delivery Date − Lead Time)	Not allowed if Order Date is in shutdown	Receipts may still land in shutdown if order was placed before
Transfer	Ship Date	Not allowed if Ship Date is in shutdown	Arrival date may fall in shutdown period

Example A — Not Allowed

Parameter	Value	Notes
Shutdown Period	10-Jan to 15-Jan	End date (15-Jan) is non-inclusive
Delivery Date	20-Jan	Target receipt date
Lead Time	7 days	From Vendors by Stock table
Order Date (calculated)	13-Jan  ( 20 Jan  -7 Jan)	10 ≤ 13 < 15 → falls inside shutdown

How to Set the Attribute

1. Navigate to Settings → Supply → Calendars → Supply Calendars to configure the item aggregation level for each calendar type. This is a one-time setting that determines the aggregation level at which supply calendars operate.
2. Select the desired item attribute from each dropdown (e.g. Item Family, Item Group, or any custom attribute configured in your tenant).
3. The available options in each dropdown reflect the item hierarchy attributes defined in your data model.
4. In addition to the standard attributes, you can define custom item attributes — grouping any set of items together for shutdown purposes — and these will automatically appear as options in the dropdown

 

How to Configure a Shutdown Calendar

1. Navigate to Shutdown Calendar: Go to Supply Planner → Supply Inputs → Shutdown Calendar
2. Select the Calendar Scope and Period: Choose Location (for Production), Supplier (for Procurement), or Route (for Transfers)
3. Enter Shutdown Period: Provide a Start Date and End Date. Remember: the end date is non-inclusive (timestamp-based)
4. Add a Description (optional): Label the shutdown (e.g. "Annual Plant Maintenance", "Holiday Closure") for easy identification
5. Save the record: The shutdown record is now active and will be enforced on the next DRP run
6. Run DRP: Execute the DRP engine — it will automatically respect all active shutdown periods
7. Review Results: Verify  in planning worksheet that no production / procurement / transfer orders have been proposed within the shutdown window

Configuration Tips & Best Practices

1. Always double-check the end date

Because the end date is non-inclusive, many planners accidentally leave a gap of one day. If you want to block through 15-Jan, set the end date to 16-Jan.

2. Coordinate with the Vendors by Stock table for Procurement

Procurement shutdown enforcement relies on lead times from the Vendors by Stock table. If those lead times are incorrect, the Order Date calculation will be wrong and DRP may allow orders that should be blocked — or block orders that should be allowed. Always validate vendor lead times before running DRP across a shutdown period.

3. Verify shutdown records after each DRP run

After running DRP, spot-check the plan to confirm no orders have been proposed inside shutdown windows. If unexpected orders appear, verify that the shutdown record is saved correctly, the location/supplier/route is matched, and the date range covers the intended period.

Quick Reference Summary

Supply Type	Applies to	Constrained Date	Arrival/Receipt Allowed in Shutdown?
Production	Location	Production Date	N/A
Procurement	Supplier	Order Date (Delivery − Lead Time)	Yes, if Order Date is before shutdown
Transfer	Route	Ship Date	Yes, Arrival Date may be inside shutdown

Capacity

Resource Capacity

Vendor Capacity

1. Click +New to launch the New Vendor Capacity Types drawer. 

1. Click +Add new type to start creating a new vendor capacity type. Changes made in this drawer will be automatically saved and reflected in the Vendor Capacity grid.
   

1. Create a Name and Description for the new vendor capacity type. You can also optionally select a color. Under the Action column you can delete a vendor capacity type.

1. The new vendor capacity type will appear under each Vendor. These are the Vendors listed under the Vendor dropdown in the Contract drawer of Vendor Management.
   

• Supply Inputs: Master Data & Manufacturing Methods
• Supply Inputs: Resources, Transport Routes & Vehicle Types
• Supply Inputs: Bill of Materials & Campaign Templates
• Supply Inputs: Capacity
• Shutdown Calendar