Time Phased Planning

APAC Procurement Business Module

Time-Phased Planning Procedure Training Document

Local Group Companies

Submit Date, 15-Jun-04 <Confidential>

<Other Clause> Copyright @ 2003 Holcim Services (Asia) Ltd.

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Document Control Document Name Time-Phased Planning Procedure Training Document Author Ha Tran File Name & Path Created 15-Jun-04 Last Edited Printed on

Version Revision Date Revision Description Author Sign-off V 1.0 15-Jun-04 Ha Tran

Document Approval

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Time-Phased Planning Procedure Training Document 2/21

This document is for Super Users Training on 17 – 21 January, 04

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Table of Contents TIME-PHASED PLANNING................................................................................................................. 4

BUSINESS PROCESS PROCEDURE................................................................................................. 6 1. CREATION OF PLANNING CALENDAR (PLANNING CYCLE) ................................................................... 6 2. ASSIGNMENT OF PLANNING CALENDAR TO THE MATERIAL IN MASTER RECORDS VIA TRANSACTION MM02 .............................................................................................................................................. 11 3. RUN MATERIAL REQUIREMENTS PLANNING TO GENERATE THE PROCUREMENT PROPOSAL ................ 16 CHECK STOCK/REQUIREMENTS LIST FOR THE RELATED MATERIAL ....................................................... 16 4. RUNNING OF MATERIAL REQUIREMENTS PLANNING (MRP) ............................................................. 19



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Time-Phased Planning

Time-phased planning is a MRP procedure where the materials are planned in a particular time interval. If, for example, a vendor always delivers a material on a certain weekday, then it makes sense to plan this material according to the same cycle, adjusted to the delivery date. To plan a material with time-phased planning, it is a must that the MRP Type shall be entered in the material master record for time-phased planning and the planning cycle. The latter is defined in the form of a planning calendar in the Planning Cycle field. For time-phased planning materials, the planning file entries NETCH and NETPL in the planning file are not important, so are not set for MRP changes. Materials that are planned according to a time-phase are provided with an MRP date in the planning file. This date is reset on the creation of a new material master data, and then after every planning run. This date corresponds to the day that the material will next be planned; it is calculated on the basis of the planning cycle specified in the material master. The material will only be planned on the days that have been specified by the planning cycle. Noted that to have control of this procedure and plan a material before the intended MRP date, it is possible to specify a MRP date in the planning run. For example, if the MRP run is planned for Monday, it is probable to execute the run for Monday on Saturday. The lot-sizing procedure for a time-phased planning material is the exact lot size, so optimizing lot-sizing procedures can also be applicable for time-phased planning.

When the planning run is triggered, the system uses the MRP date in the planning file to check whether the materials are to be planned. The MRP date is calculated from the planning cycle. The system calculates the requirement. It also determines a time interval according to the following algorithm: MRP date + planning cycle + purchasing processing time + planned delivery time + goods receipt processing time.



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The system compares the forecast requirement in this time interval with the stock and both the fixed and firm receipts in this time interval. It then calculates the quantity to be ordered. During calculation, the system assumes that the fixed receipts lie at certain intervals. It does not matter whether the fixed receipts are available at the start or at the end of the interval. This means that there may be a temporary shortage. Noted that Time-phased planning can be combined with a reorder point. The material is not only planned on the MRP date in the planning file, but also when the reorder point is fallen short of due to a good issue. If the reorder point has shortage, the material is flagged for planning, as is the planning cycle. During requirements calculation, the system creates a time interval that spans from the time of the reorder point shortage to the availability date of the next regular MRP date. For this time interval, the ordered quantity must suffice. On the next MRP date, the material is again planned at regular intervals.



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Business Process Procedure

1. Creation of Planning Calendar (Planning Cycle)

1.1. Access transaction by Via Menu Logistics Materials Management Material Requirements Planning

(MRP) MRP Master Data Planning Calendar Create Periods Via Transaction Code MD25

Key T-Code: MD25

Fig-01



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1.2. On “Create Planning Calendar” screen, fill in the data as below:

Fig-02

Field Name Description R/O/C/D User Action and Values Plant Key uniquely identifying a

plant R Enter the plant number

Planning calendar

Three character number that specifically identifies a PPS-planning calendar

R Enter the planning calendar (S38, for instance)

Press ‘ENTER’

Legend: R = Required, O = Optional, C = Conditional, D = Display



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1.3. On “Create Planning Calendar” screen, fill in the data as below:

Fig-03

Field Name Description R/O/C/D User Action and Values Planning calendar: short description

A short description of the planning calendar

R Enter the short description

Minimum period A period that you require to reprocess the planning calendar

R Enter the minimum period

The indicator instructs the system to select the next working day instead

R Select the indicator

Click on icon Legend: R = Required, O = Optional, C = Conditional, D = Display



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1.4. On the pop up screen, select ‘Months (week days)’ alternative option and click on

icon:

Fig-04

1.5. Supposing it is agreed between purchasing and vendor that all shipments will be delivered to the warehouse on every Monday of each week, on “Create Planning Calendar” screen, make the setting and press ‘ENTER’:

Fig-05



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1.6. On the pop up screen, maintain the appropriate validity period (normally 12 month

period) and then click on icon:

Fig-06

1.7. On “Create Planning Calendar: Periods” screen, click on icon to save this newly-defined planning calendar:

Fig-07



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2. Assignment of Planning Calendar to the material in master records via Transaction MM02

2.1. Access transaction by Via Menu Logistics Materials Management Material Master Material

Change Immediately Via Transaction Code MM02

Key T-Code: MM02

Fig-08



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2.2. On “Change Material (Initial Screen)” screen, fill in the data as below:

Fig-09

Field Name Description R/O/C/D User Action and Values Material Alphanumeric key uniquely

identifying the material R Enter the material number

Click on icon




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2.3. On the pop up screen, select appropriate User views (MRP Views) and click on icon:

Fig-10

2.4. On the pop up screen, fill in the data as below:

Fig-11

Field Name Description R/O/C/D User Action and Values Plant Key uniquely identifying a

plant R Enter the plant

Stor. location Number of the storage location at which the material is stored

R Enter the storage location number

Press ‘ENTER’ or click on icon. The next screen will pop up where the planning calendar can be filled in the “Planning Cycle” field of the MRP View 1




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2.5. On “Change Material XXXXXXXXXXXX (TH –Spare Parts1)” screen, fill in the data as below:

Fig-12

Fig-13



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Field Name Description R/O/C/D User Action and Values Click on “Ctrl+S” icon to save this

material master record. Legend: R = Required, O = Optional, C = Conditional, D = Display

Fig-14



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3. Run Material Requirements Planning to generate the procurement proposal

Check Stock/Requirements List for the related material

3.1. Access transaction by Via Menu Logistics Materials Management Inventory Management

Environment Stock Stock/Requirements List Via Transaction Code MD04

Key T-Code: MD04

Key T-Code: MD04

Fig-15



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3.2. On “Stock/Requirements List: Initial Screen” screen, fill in the data as below:

Fig-16


identifying the material R Enter the material number

MRP area Number of the MRP area for which material requirements planning should be carried out separately

R Enter the MRP area number

Plant Key uniquely identifying a plant

R Enter the plant

Press ‘ENTER’ to see the details of the stock/requirements list for the related material




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Fig-17



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4. Running of Material Requirements Planning (MRP)

4.1. Access transaction by Via Menu Logistics Materials Management Material Requirements Planning

(MRP) MRP Planning Single-Item, Single-Level Via Transaction Code MD03

Key T-Code: MD03

Fig-18



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4.2. On “Single-Item, Single-Level” screen, fill in the data as below:

Fig-19


identifying the material R Enter the material

MRP area Number of the MRP area for which material requirements planning should be carried out separately

R Enter the MRP area number

Plant Key uniquely identifying a plant

R Enter the plant number

Press ‘Enter’ twice (skipping the warning message) which leads you to the result of MRP run for this related material




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4.3. On “Planning Result: Individual Lines” screen, click on icon to save the result of MRP run for this material:

Fig-20

Time Phased Planning

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