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Create Plan#

🔒 Plan.Create

🔒 Plan.CreateTemplate

🔒 Plan.CreateFromTemplate

Overview#

This operation is used to create a Plan and the configurations that will be the integral part of its fulfillment. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Plan does not currently exist in the system.

Sequence of Steps#

You can create a Plan from the Plan page within the Business Data Group.

Step 1: General Data#

  1. Provide a name for the Plan.
  2. Optionally, provide a description of the Plan.
  3. Optionally, define the Data Group to which this entity will belong.
  4. Optionally, select a parent Plan for the current entity, a plan considering a wider scope, within which is the scope of the current Plan.
  5. Optionally, select a plan group, which is a set of Plans with the same manufacturing level, time unit and Plan Item, with units corresponding to different stages in a process.
  6. Define the manufacturing level to which this Plan will apply. Possible choices are:
    • Area
    • Enterprise
    • Facility
    • Site
  7. Depending on the manufacturing level selected, choose the actual system object that will be considered for planned and actual volumes.
  8. Select the Calendar to use in the volume calculations. If the system object selected above has a default Calendar, it will be automatically selected.
  9. Optionally choose the units considered for planned and actual volumes.
  10. Choose the Plan Item level to use, defined in terms of the production item. Possible options are:
    • Product
    • Product Group
  11. Select the time frame for the Plan, specifying the temporal granularity. Possible choices are:
    • Month
    • Week
    • Day
    • Shift
  12. Select the planning horizon for the time frame, which will determine the span of the Plan. Value is numeric and depends on the time frame granularity selected above (with a number for days being used for both Day and Shift granularity).
  13. Select the frozen period, an initial period that prevents changes to the plan values upon being reached. Value is numeric and depends on the time frame granularity selected above (with a number for days being used for both Day and Shift granularity).
  14. Select the synchronization mode for the sub-plans of this Plan, defining the terms of automatically breaking down targets:
    • None: no Synchronization between Plans.
    • Rule: if selected, also define a Rule to calculate the values to be set on the item of each Plan Time Frame Items of the child Plan.
    • Breakdown evenly by period: if both the parent and child Plans coincide in terms of manufacturing level and Plan Item but differ in terms of the selected time unit, then each planned volume of each Plan Time Frame Item is divided evenly between the Plan Time Frame Items of the child Plan that correspond to the same Plan Time Frame.
  15. Select Next to continue to the next section.

Screenshot showing a general data entry form with fields for "4H Croste Plan" and other related information.

Step 2: Plan Items#

Add as many Plan Items as desired (press to add and to remove), specifying for each item a system object of the manufacturing level type defined in the previous step (Product or Product Group).

Screenshot showing a user interface with fields to add and remove plan items for a manufacturing process.

After you select the Plan Items, select Next to continue to the next section.

Step 3: Volume Counting Steps#

In this step, select which of the Steps will be considered when performing volume calculations. Add as many Steps as desired (press to add and to remove), specifying for each item:

  1. The Facility from which the Step will be selected. The Facility will be automatically filled in depending on the manufacturing level selected in the first panel.
  2. The Step, selected from the list of Steps available in the manufacturing level selected above.
  3. Optionally specify a logical FlowPath for the Step so that only Materials with this logical FlowPath may be considered.

Screenshot showing a user interface with Volume Counting Steps and an option to specify a logical FlowPath.

After you select the Steps, select Next to continue to the next section.

Step 4: Excluded Material Types#

In this step, select all Material types that should be excluded from volume calculations. Add as many Material types as desired (press to add and to remove), specifying for each item the Material type.

Screenshot showing a list of material types to be excluded from volume calculations.

After you select the Material types to be excluded, select Create to complete the operation.