Product DRP Management

Exit

Click this button to close the Product DRP Management window.

Show Data

Click this button to display DRP information for the selected product on all tabs.

Note The system forecast is recalculated every time this button is clicked.

As Is

If the Manage Product Forecasts tab is displayed, click this button to re-populate Actual Forecast or Forecast to Use data in the Product Forecasts grid. For more information on forecast data, see Using Forecasts in DRP FAQ. Select a specific forecast group before you click this button to re-populate Actual Forecast from a Customer Forecast or System Forecast. Select the All (Forecast Groups) check box before you click this button to re-populate Forecast to Use from Actual Forecast Total. The Actual Forecast changes based on the selected AS IS Option radio button.

If the DRP Schedule Management tab is displayed, click this button to recalculate the schedule and restore Actual Planned Receipt data with Suggested Planned Receipt data.

Note If you have manually overridden the Actual Planned Receipt data, this will cancel those override quantities.

Product History

Click this button to display Product History Inquiry, which allows you to view product history information by location for the selected product.

Product Sales

Click this button to display Product Sales Inquiry, which allows you to view sales information for the selected product.

Inventory Matrix

Click this button to display Inventory Matrix Inquiry, which allows you to view inventory information for the selected product.

Blanket Release

Click this button to display Blanket Purchase Order Inquiry, which allows you to view blanket purchase orders for the selected product.

Sales Contract Inquiry

Click this button to display Sales Contract Inquiry, which allows you to view sales contract information for the selected product.

Buying Method

Click this button to display Buying Method Maintenance, which allows you to view the buying method for the selected product/location.

Note If no location is selected, then the buying method for the product is displayed.

Product Notes

Click this button to display Notes Entry, which allows you to view notes for a selected product.

Notes

Click this button to display Notes Entry, which allows you to view and enter notes for a selected DRP value. This button is only available if the Manage Product Forecasts tab is displayed.

Product Override Maintenance

Click this button to display Product Override Maintenance, which allows you to replace one product with another product. This button is only enabled if you select a product with an override that was previously set up.

New

Click this button to add an order to the Requirements grid. This button is only available if the Requirements tab is displayed.

Update

Click this button to edit a selected order in the Requirements grid. This button is only available if the Requirements tab is displayed.

Delete

Click this button to delete a selected order in the Requirements grid. This button is only available if the Requirements tab is displayed.

OK

Click this button to accept an order entered on the Requirements tab. This button is only available if the Requirements tab is displayed.

Cancel

Click this button to cancel an order entered on the Requirements tab. This button is only available if the Requirements tab is displayed.

Product Code

Enter a product code for which to display product DRP information, or click the Lookup button to select a product code.

Name (Product)

Enter a product name for which to display product DRP information, or click the Lookup button to select a product name.

Lead Time

This field displays the lead time for the selected product.

All (DRP Regions)

Select this check box to display product DRP information for all DRP regions. This check box is selected by default, and is only enabled if you select the Consolidate PO check box.

DRP Region

Enter a DRP region ID for which to display product DRP information, or click the Lookup button to select a DRP region ID. This field is only enabled if you clear the All check box.

Name (DRP Region)

Enter a DRP region name for which to display product DRP information, or click the Lookup button to select a DRP region name. This field is only enabled if you clear the All check box.

Consolidated PO

Select this check box to display product DRP information for consolidated purchase orders. If you select this check box, you can specify a specific DRP region for which to display product DRP information.

Direct Ship

Select this check box to display actual and forecasted direct/drop ship sales by forecast group. This check box is only available if Yes is entered for the Forecast Direct Ship parameter used in the selected product's forecast method.

All (Shipping Locations)

Select this check box to display product DRP information totalled for all shipping locations. This check box is only enabled if you clear the Consolidated PO check box.

Shipping Location

Enter a shipping location prefix for which to display product DRP information, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All check box.

Name (Shipping Location)

Enter a shipping location name for which to display product DRP information, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All check box.

All Satellite Locations

Select this check box if you are selecting a specific location, and you want to view all of the satellite locations of that location. In a multi-level satellite location model, you may want to view the rolled up inventory position. If you select this check box, the satellite locations appear to the right of the check box, and cannot be edited. This check box is only enabled if the All (Shipping Location) check box is cleared.

Note Satellite locations are set up in Product Location Maintenance by selecting a primary replenishment path of Location, and then selecting a primary replenishment location.

Satellite Locations

This grid displays satellite locations for a selected location. This grid is only available if you select the All Satellite Locations check box.

Forecast Time Bucket

Select whether to display product DRP information for a period of months, weeks, or days. This defaults from the Forecast Time Bucket parameter for the buying method.

U/M

Enter a unit of measure for displayed product quantities, or click the Lookup button to select a unit of measure. You must enter or select a unit of measure that is defined for the selected product. This field defaults to the default purchasing unit of measure for the selected product.

Non Stocked Item

This check box is selected if the selected Non Stocked Item check box is selected for the product/location in Product Location Maintenance.

All (Forecast Groups)

Select this check box to display product DRP information for all forecast groups.

Forecast Group

Enter a forecast group for which to display product DRP information, or click the Lookup button to select a forecast group. This field is only enabled if you clear the All check box.

Display Forecast Groups with No Forecast Quantity

Select this check box to display product DRP information for forecast groups that have no forecast quantity.

Total Unreleased Qty

This field displays the total unreleased quantity for the selected product.

Time Range

Enter the number of future and past time bucket periods. Enter the first number with a negative sign to indicate a period before the current period. These fields default from the Time Horizon Forward and Time Horizon Past parameters for the buying method. The unit of the time bucket periods is based on whether you selected the Monthly, Weekly, or Daily radio button.

Example If Monthly is selected for the Forecast Time Bucket, today’s date is in the month of August, and you enter -2 and 2, data is displayed for June, July, August, September, and October.

Forecast Warning

These fields display the method used to color code significant differences between the actual net sales and the actual forecast values, as follows:

• Below % - Enter a percentage below actual to highlight. If the forecast value is below the actual value by this percentage, then the value is highlighted.

• (Below) Qty - Enter a quantity below actual to highlight. If the forecast value is below the actual value by this quantity, then the value is highlighted.

• Above % - Enter a percentage above actual to highlight. If the forecast value is above the actual value by this percentage, then the value is highlighted.

• (Above) Qty - Enter a quantity above the actual quantity to highlight. If the forecast value is above the actual value by this quantity, then the value is highlighted.

AS IS Option

Select one of the following options for how the Actual Forecast data is calculated after you click the As Is button in the ribbon:

• Standard - The Actual Forecast is set equal to the manual override forecast if it is available. If it is not available, the Actual Forecast is set to the Customer Forecast if it is available. If the Customer Forecast is not available, the Actual Forecast is set to the System Forecast.

• Customer - The Actual Forecast is set to the Customer Forecast, even if it is zero or blank.

• System - The Actual Forecast is set to the System Forecast, even if it is zero or blank.

• Highest - The Actual Forecast is set to either the Customer Forecast or the System Forecast, whichever is a higher value.

• Lowest - The Actual Forecast is set to either the Customer Forecast or the System Forecast, whichever is a lower value.

Sales History

Select this check box to manually update the POS Sell Through and Adjusted Net Sales values in the Product Forecasts grid for specific forecast groups. This check box is only enabled if the All check box to the left of the Shipping Location field is cleared, and if the selected product is not marked as a non-stocked product in Product Maintenance.

Customer Forecast

Select this check box to manually update Customer Forecast and Promotional Forecast values in the Product Forecasts grid for specific forecast groups. This check box is only enabled if the All check box to the left of the Shipping Location field is cleared, and if the selected product is not marked as a non-stocked product in Product Maintenance.

Actual Forecast

Select this check box to manually update Actual Forecast values in the Product Forecasts grid for specific forecast groups, or manually update Forecast to Use values in the Product Forecasts grid. This check box is only enabled if the All check box to the left of the Shipping Location field is cleared, and if the selected product is not marked as a non-stocked product in Product Maintenance.

Product Forecasts

This grid is divided into two sections. The upper section displays specific forecast groups and the lower one displays the total of all forecast groups.

The grid includes the following columns:

• Forecast Group - This column displays the name of each forecast group or All.

• Forecast - This column displays the various product forecasts.

• Forecast Time Buckets - These columns displays forecast values for months, weeks, or days.

Note If you select the Weekly radio button, the first day of each week is based on the value entered for the First Weekday field in System ID Maintenance. The week column headers are also preceded by the week number if the Include Week Numbers in Column Label check box is selected in Purchasing Control Maintenance.

Each row in the Forecast column displays the types of forecast data displayed in the Forecast Time Buckets columns, as follows:

• POS Sell Through - This is information supplied by customers based on what they sold through to their customers. You can use this information to help you make purchasing decisions based on whether product demand is increasing or decreasing. If you want to manually enter it, select the Sales History check box.

Note Typically this is supplied by mass merchants through an EDI product activity file. You can import this data in Forecast Sales History Import or EDI Product Activity Import. You can also manually enter it in Forecast Sales History Maintenance.

Double-click this row to display Point of Sale Inquiry, which allows you to review point-of-sale and other product activity data for mass merchant stores.

• Adjusted Net Sales - This is calculated from actual sales and returns history for each forecast group. If you want to manually enter it, select the Sales History check box. Adjusted net sales includes permanent replacement product sales.

Note This can also be edited using Forecast Sales History Maintenance.

• Promotional Sales - This is calculated from actual sales and returns history for each forecast group if the price matrix is marked as promotional.

Note This is informational only, and is already included in the Adjusted Net Sales values.

• Order History - This is the order history amount for each forecast group. This row is only available if you are using the Weighted Average forecast method. Order amounts are placed in time buckets based on the order date or required date depending on how the buying method is set up.

• Promotional Forecast - This is the forecast associated with promotions for customers. This is included in the Actual Forecast if the Promotional Forecast Logic parameter is set to Include for the forecast method that is being used. If you want to manually enter this forecast, select the Customer Forecast check box.

• Customer Forecast - This is the customer-supplied forecast, typically from a mass merchant (e.g., Wal-Mart) and typically transmitted using EDI Form 830 (Sales/Order Forecast). If you want to manually enter it, select the Customer Forecast check box.

• System Forecast - This is the forecast calculated by the forecast method associated with the buying method for a product/location. If you are using the Weighted Average forecast method, double-click a value in this row to display Weighted Average Forecast Data, which allows you to view the underlying data used to calculate the forecast. For more information on the Weighted Average forecast method, see DRP - Forecast Method FAQ.

• Actual Forecast - This is the actual forecast for the product. If you want to manually enter it, select the Actual Forecast check box. You can enter 0 to override the forecast. If you enter a value for this forecast, and then delete the value, the forecast is set based on the selected AS IS Option.

• Forecast to Use - This is the most important forecast because it is used for all calculations on the DRP Schedule Management tab. Generally, it is the same as the Actual Forecast Total, unless you manually override it. If you want to manually enter it, select the Actual Forecast check box.

Note Forecast to Use must be entered to calculate the requirement values on the DRP Schedule Management tab. A quick way to do this is to highlight the All Forecast Group row, then click the As Is button in the ribbon. You cannot edit the Forecast to Use row if Forecast Group is selected for the Remainder Forecast parameter in Forecast Method Maintenance.

For more information on how forecast fields are used, see Using Forecasts in DRP FAQ.

Note You cannot graph data in this grid.

Minimum

This field displays the minimum purchase quantity and unit of measure. For more information about how this value is calculated and used, see DRP - Suggested Planned Receipt FAQ.

Multiple by

This field displays the multiple purchase quantity and unit of measure.

For more information about how this value is calculated and used, see DRP - Suggested Planned Receipt FAQ.

DRP Schedule Management

This grid displays DRP schedule information for the selected product. The grid contains the following rows:

• Beginning Projected On-Hand - This row displays the beginning on-hand projected quantities for each time bucket. For the Past Due column, this is the current quantity on hand minus quantity not available. For the current and future buckets, this equals the Ending Projected On-Hand quantity for the previous time bucket.

• Remaining Sales Forecast - This row displays the remaining quantity expected to be sold in each time bucket. For the Past Due column, this includes open sales orders with a required date before the current time bucket. For the current and future buckets, if the customer forecast is greater than the actual net sales, this row displays the extra amount expected to be sold. If the actual net sales is greater than the customer forecast, no quantity is expected to be sold. This can also include the promotional forecast if the Promotional Forecast Logic parameter for the forecast method is set to Include.

• Excess Sales Orders (Over Forecast) - This row displays quantities to be sold in excess of the remaining forecast for any time bucket. If open sales orders for the current and future time buckets exceed the remaining forecast for those periods, this excess quantity is displayed. For more information on how this value is calculated, see DRP - Excess Sales Orders FAQ.

• Inventory Reservations - This row displays the total open quantity for reserve now inventory reservations. This row is only available if the Include Reservations parameter is set to YES for the reorder quantity method of the product's buying method.

• Remaining Dependent Forecast - If this product is a component of other products (kit or bill of material), this row displays the amount required to satisfy the needs of those other products, based on those other products and their respective assembly lead times.

• Work Order Demand - This row displays demand on work orders.

• Special Sales Orders - This row displays the total quantities on special sales orders.

• Transfers to Other Locations - If there are transfers pending to other locations, this row displays the quantity being transferred to those other locations. This includes quantities transferred for customer consignment orders.

• Total Expected Demand - This row displays the total expected demand, calculated as: Remaining Sales Forecast + Excess Sales Orders (Over Forecast) + Remaining Dependent Forecast. + Work Order Demand + Special Sales Orders + Transfers to Other Locations. You can also optionally include quantities from inventory reservations. For more information on including these quantities, see DRP - Reorder Quantity Method FAQ.

• Shipments in Transit - This row displays purchase order lines for this product that have been put on shipments (the assumption is that they are in transit after they are put on a shipment). These shipments display in the appropriate time bucket based on the container scheduled delivery date.

• Purchase Orders and Work Orders - This row displays purchase order lines for this product that have not yet been put on shipments, and work orders not yet completed.

Note For purchase orders, the scheduled delivery date is used to determine the time bucket. For work orders, the expected date is used to determine the time bucket.

• PO Blanket Releases - This row displays the quantities on blanket purchase order releases.

• Pending Special Purchase Orders - This row displays the quantity on special sales orders for which special purchase orders are not yet created.

• Special Purchase Orders - This row displays the total quantities on open (not yet received) special purchase orders.

• Transfers From Other Locations - If there are transfers pending from other locations, this row displays the quantity being transferred from those other locations. This includes quantities transferred for customer consignment orders.

• Unordered Purchase Orders - This row displays quantities on a purchase order that are still in the process of being finalized and that have not yet been officially ordered (the Ordered check box is not yet selected in Purchase Order Maintenance).

• Total Expected Supply - This row displays the total of incoming inventory you expect to receive in the time bucket. It is calculated as: Shipments in Transit + Purchase Orders and Work Orders + PO Blanket Releases + Pending Special Purchase Orders + Special Purchase Orders + Transfers From Other Locations + Unordered Purchase Orders. You can also optionally include quantities from unreleased blanket purchase orders. For more information on including these quantities, see DRP - Reorder Quantity Method FAQ.

• Expected On-Hand - This row displays the total of what you expect to have on hand after receiving expected supply and shipping or consuming expected demand. It is calculated as: Beginning Projected On-Hand - Total Expected Demand + Total Expected Supply.

• Desired On-Hand - This row displays the quantity you would like to have on-hand to fulfill the demand for the next forecast time bucket with some safety stock and/or minimum quantity considerations. It is generally calculated as: next forecast time bucket Total Remaining Demand + Safety Stock. For other factors that influence this calculation, see DRP - Desired On-Hand FAQ.

• Projected Excess (-Deficit) - This row displays the difference between the Expected On-Hand and Desired On-Hand. If there is a projected deficit, you need to plan to receive more inventory in this time bucket or you run the risk of not having enough supply to fill the next period’s expected demand.

• Suggested Planned Receipt - If there is a projected deficit for a time bucket, this row displays the suggestion for what you should plan to receive. For factors that influence this calculation, see DRP - Suggested Planned Receipt FAQ.

• Actual Planned Receipt - This row displays the actual quantity you are planning to receive. It defaults initially from the Suggested Planned Receipt, but can be manually overridden. If changes are made that affect the quantities on this schedule, and you want to reset this value to equal the new Suggested Planned Receipt, click the As Is button in the ribbon. If you delete a value in this row, it defaults back to the suggested planned receipt value.

• Ending Projected On-Hand(without releases) - This row displays the total you expect at the end of each time bucket including actual planned receipts, but not including blanket purchase order releases. This row is calculated as: Ending Projected On-Hand (without releases) from the prior time bucket + Total Expected Demand + Actual Planned Receipt. For the Past Due time bucket, it is calculated as: Beginning Projected On-Hand + Total Expected Demand + Actual Planned Receipt. You can also optionally include quantities from shipments, purchase orders, work orders, transfers, unordered purchase orders, and blanket purchase orders. For more information on including these quantities, see Buying Method Maintenance. This row is only available if YES is entered for the Ending On-Hand No Release parameter on the Reorder Quantity tab in Buying Method Maintenance for the buying method you are using.

• Months/Weeks/Days Supply(without releases) - This row displays the number of future months, weeks, or days that can be fulfilled by the quantities in the Ending Projected On-Hand(without releases) row. The time buckets for this row are based on the BOM Planned Recpt Bucket parameter on the Reorder Quantity tab in Buying Method Maintenance for the buying method you are using. The number of future periods used in the calculation is determined by the time range entered in the Time Range fields. This row is only available if YES is entered for the Periods Supply parameter on the Reorder Quantity tab in Buying Method Maintenance for the buying method you are using.

• Add: Releases - This row displays the total quantity of blanket purchase order releases for each time bucket.

• Ending Projected On-Hand - This row displays the total you expect at the end of each time bucket including Actual Planned Receipts. It is calculated as: Expected On-Hand + Actual Planned Receipt.

• Months/Weeks/Days Supply - This row displays the number of future months, weeks, or days that can be fulfilled by the quantities in the Ending Projected On-Hand row. If the ending quantity on hand is sufficient to fill the demand for all displayed periods, this displays 99. The time buckets for this row are based on the BOM Planned Recpt Bucket parameter on the Reorder Quantity tab in Buying Method Maintenance for the buying method you are using. The number of future periods used in the calculation is determined by the time range entered in the Time Range fields. This row is only available if YES is entered for the Periods Supply parameter on the Reorder Quantity tab in Buying Method Maintenance for the buying method you are using.

• Safety Stock - This row displays the safety stock quantity that is included in the Desired On-Hand calculation.

• Suggested Planned Order - This row indicates the time bucket that you need to place orders so that the inventory will arrive in the planned receipt time bucket. This is determined by subtracting the lead days from the actual planned receipt date.

• Unreleased Blanket PO - This row displays quantities unreleased on blanket purchase orders. You can optionally include these quantities in the total expected supply. For more information on including these quantities, see DRP - Reorder Quantity Method FAQ.

Double-click the Shipments in Transit, Purchase Orders and Work Orders, or Transfers From Other Locations row to display Scheduled Delivery Dates, which allows you to view delivery date information for the selected product.

Double-click the PO Blanket Releases row to display Blanket Purchase Order Inquiry, which allows you to view detailed information for blanket purchase orders.

Double-click the Inventory Reservations row to display Product Inventory Reservation Maintenance, which allows you to view inventory reservations for the product.

Double-click the Special Sales Orders row to display Product / Style Order Inquiry, which allows you to view all open special sales orders.

Double-click the Pending Special Purchase Orders row to display Product / Style Order Inquiry, which allows you to view all open special sales orders for which purchase orders are not yet created.

Double-click the Special Purchase Orders row to display Special Purchase Orders, which allows you to view all open special purchase orders.

For more information, see DRP - Lead Time Calculation FAQ.

Note You cannot graph data in this grid.

Requirements

This grid displays order requirements for the product. The grid contains the following rows:

• Planned Receipt - This is the same as Actual Planned Receipt on the DRP Schedule Management tab. It is displayed here to make it convenient to reconcile the planned details to the planned total.

• Work Order - This row represents assembly work orders if this item is a bill of material item.

• Purchase Order - This row represents purchase orders to suppliers.

• Transfer Order - This row represents transfer orders from other locations.

• Remainder - This row is the sum of the detail order types minus the planned receipt total. If you have created the details for how you will fulfill the total planned receipt for a time bucket, the remainder is zero. If other than zero, the details do not match up with the totals for that time bucket.

Note If you select the Weekly radio button, the first day of each week is based on the value entered for the First Weekday field in System ID Maintenance. The week column headers are also preceded by the week number if the Include Week Numbers in Column Label check box is selected in Purchasing Control Maintenance.

Note You cannot graph data in this grid.

Order Type

Click the Lookup button to select  an order type.

Supplier ID

Enter the supplier code, or click the Lookup button to select the supplier code. This field is only available if you select Purchase Order for the Order Type field.

Name (Supplier)

Enter the supplier name, or click the Lookup button to select the supplier name. This field is only available if you select Purchase Order for the Order Type field.

Location

Enter the location prefix, or click the Lookup button to select the location prefix. This field is only available if you select Transfer Order for the Order Type field.

Name (Location)

Enter the location name, or click the Lookup button to select the location name. This field is only available if you select Transfer Order for the Order Type field.

Quantity

Enter the quantity for the order.

Date

Enter the date for the order, or click the Lookup button to select a date.

Details

This grid displays details for the order.

Note You can also use the grid to update quantities for specific order types.

New

Click this button to add an order line in the Details grid.

Delete

Click this button to delete an order line in the Details grid.