Suggest Family Planning

The Suggest Family Planning feature is designed for planning Production Orders of type Family for items in the Planning Worksheet with the Process Type of Family activated. This ensures that when producing any item belonging to a Family, all related items are also planned for production.

Action Message Limitation

• For lines of type Family, the “Carry Out Action Message” cannot be performed because the boolean field Accept Action Message is non-editable and set to False. This field will only change to True after executing the Suggest Family Planning action.

Working with Suggest Family Planning

1. Open the page:

• When you click on the Suggest Family Planning action, the system searches for all Planning Worksheet lines with the following criteria:
  • Family is set to YES
  • Action Message is New
• Lines with an empty Family No. will be ignored in the suggestion process.

2. Grouping and Calculation

• Lines are grouped by the same Family No., Location, and Due Date.

• The system calculates the total minimum quantity required based on the sum of quantities for items with the same Family and Location.

• If there are multiple lines for the same item with the same Family No, Location, and Due Date:

  • If the total required quantity is satisfied by the sum of the duplicated items, those quantities remain unchanged.
  • If the total quantity required is determined by another item in the family, the remaining quantity needed is divided equally among the duplicated items. If this division results in a decimal, the first line receives the higher quantity to round up to the nearest whole unit.

• Calculations are always performed using the Base Unit of Measure, regardless of the Unit of Measure shown on the family or planning lines.

• The Unit of Measure field for lines with Family = YES is non-editable.

Exclusions

Lines with a quantity of zero or less will be ignored and not suggested.

Suggest Family Planning Fields

When the Suggest Family Planning action is opened, the following fields will be displayed:

• Items on the Planning Worksheet will be listed with their respective Required Quantity.
• Items belonging to the family but not specified in the Planning Worksheet will be highlighted in red and bold.
• The Calculated Qty is derived by multiplying the Family Calculated Quantity by the Quantity Per (Base Unit of Measure), inherited from the Family Card.
• When clicking Ok:
  The suggested lines will be added to the Planning Worksheet, and quantities will be updated accordingly.

Example Calculation

For instance, if the requirement is for 82 Kg of Item 1012:

• Dividing this by the Quantity Per (which is 10) gives 8.2 Kg.
• Since decimal values are not allowed for Calculated Qty, it rounds up to 9.
• Producing 9 times the family results in 90 items of 1012, exceeding the required 82 Kg. The remaining quantity will be split among the lines.

Recalculate

The Recalculate action allows the system to validate and recalculate quantities for production planning lines, when “Calculated Quantity” field is manually updated.

• If no duplicates are found, the system performs standard calculations. Each line’s calculated quantity is obtained by multiplying the Calculated Quantity from the Family Header by the Quantity Per in each line.

• If duplicates exist, a warning message is displayed:

• If some line is not Recalculated, when closing the Suggest Family Planning page, a warning message is displayed:

Recalculate Duplicated Items

• Use the Recalculate Duplicated Items action to distribute the total quantity (from the Family Header) among the duplicated items.

• Manually set the Quantity on Items, until Remaining to Assign is 0:

  

  • If the user attempts to close the page with Remaining to Assign different than zero, an error will appear.
  • If Remaining to Assign = 0, the user can close the page, and the quantities will be updated on the Suggest Family Planning page.

Updating the Planning Worksheet

• If all lines are recalculated, clicking OK will update the respective Planning Worksheet lines:
  • Ref. Order No. and quantities will be updated.
  • Changed quantities will appear in red, bold, and italic for easy identification.
  • Items that belong to the family but are not on the Planning Worksheet will be added with all information inherited from the Family Planning and also marked in red, bold, and italic.
  • The “Accept Action Message” field will become editable. Changing this field for one line will *affect all lines with the same Family No and Location.

Carry Out Action Message

The Carry Out Action Message action processes the planned production orders based on the conditions of the lines.

• For Lines with Ref. Order Type = Prod. Order and Family = NO:

  • The system creates Production Order Lines using standard functionality, inheriting the Production Scenario Code for each line.

• For Lines with Ref. Order Type = Prod. Order and Family = YES:

  • The system creates a Production Order with:
    • Source Type = Family
    • Source No = Family No
    • Quantities and Dates taken from the Planning Worksheet.

• Lines with the same Family No and Item No are grouped into one Production Order Line.

Order Tracking: Order tracking information will be transferred to the Family Production Order Lines created from the Planning Worksheet upon executing the Carry Out Action Message.

Unit of Measure: All Production Orders created for Families will be in Base Unit of Measure.