About Demand Schedule

The Demand Schedule is a compilation of all outstanding demands on stock, which can come from various sources, including:

  • Stock Reorder Levels
  • Sales Orders
  • Works Orders
  • Sales Forecasts
  • Make To Stock

The details of demands are copied into the schedule, including the quantity and date required.

Demands are then split into two lists: Included and Excluded.

  • The Included list comprises demands which must be considered by MRP.
  • The Excluded list comprises demands which should not be considered by MRP.

There are several reasons why a demand could be excluded.  The Demand Schedule List View gives access to both the Included and Excluded lists, by switching between the Current View.  The Excluded list features an Exclusion Reason column which details the reason for each demand’s exclusion.

The Demand Schedule is not updated in real time; it is cleared down and rebuilt by a refresh.

Refresh the Demand Schedule manually using the Refresh Demand Schedule option, or it can be refreshed automatically on a schedule as part of the Schedule MRP Refresh.

 

Before you begin

Ensure you have setup the Planning module as required for Demand Schedule:

  • Go to Cim200 Planning > Utilities > System Set Up > Maintain Planning Settings | General to configure default settings for refreshing Demand Schedule.

 

To refresh the Demand Schedule

Open: Cim200 Planning > Demand Schedule > Refresh Demand Schedule

Or

Open: Cim200 Planning > Demand Schedule List View

Select Read Demand

  1. Review settings for refreshing Demand Schedule. Many settings are defaulted from Maintain Planning Settings but can be changed as required.

 

Planning Horizon Date : Any demands dated after this date will be excluded from the Demand Schedule.  See Planning Settings for more details.

All Demand Sources : If this option is ticked, all sources of demand are considered during the refresh.  If not ticked, tick each individual source for inclusion in the refresh.

Time Fence 1 : The period in days within which Sales Forecasts are excluded.  See Planning Settings for more details.

Time Fence 2 : The period in days within which Sales Orders are included and consume Sales Forecasts. See Planning Settings for more details.

Include Proforma Orders : If this option is ticked, Proforma Sales Orders are included as firm demands and will be planned. This setting defaults from Planning Settings.

Exclude SOs Raised via Quotations : If this option is ticked, Sales Orders which have been created from Quotations will be excluded from the Demand Schedule. This setting defaults from Planning Settings.

Include Locked WOs : If this option is ticked, live Works Orders in Works Order Processing which are Locked will still be included in the Demand Schedule. This setting defaults from Planning Settings.

Include Quotes : It this option is ticked, live Quotations in Sales Order Processing will be included in the Demand Schedule. This setting defaults from Planning Settings.

Exclude ‘On Hold’ SOs : If this option is ticked, Sales Orders with Status set to On Hold will be excluded from the Demand Schedule and will not be planned.

Include On Hold Customers : If this option is ticked, demands from customers with On Hold status in the Sales Ledger will still be included in the Demand Schedule. This setting defaults from Planning Settings.

 

  1. Click Refresh Demand to begin the refresh.

Note: The Demand Schedule refresh can only be run when the Demand Schedule and MRP Refresh are not currently being run, for example, by another user.

 

Outcomes from Demand Schedule refresh

Once the refresh is complete, the Demand Schedule screen will display summary information to confirm the details of the demands.

The Demand Schedule list view is refreshed with latest results, both the Included and Excluded lists.

Quantities in the Time Phased Demand Schedule enquiry will be updated, based on demands included in the latest refresh.

The demands in the Demand Schedule may now be different to those in the MRP.  To re-align their demand data, Refresh MRP should now be run.