Creating a new SOP
Click the New Process button in the Sales and operation planning (SOP) window.
Enter the necessary details in the popup window and finish by clicking the Create button.
Name: Create a name for the SOP.
Description: Enter a description of the SOP.
Location: Location to retrieve the sales forecast and backlog from.
Use the same process options as current process.
Choose the desired granularity in the Granularity dropdown menu. You have two choices:
Week: Presents the plan by week.
Month: Presents the plan by month.
Choose Preferred day of delivery in the Requested delivery day when purchasing dropdown menu. This is used to consolidate purchase order suggestions. The default is all days.
Check the desired choices below:
Create purchase requirements for materials from all production work orders: By enabling this option, materials from ALL ongoing- and planned production work orders are included as gross purchase requirements. This means that you might get purchase requirements for materials belonging to production work orders not related to the production requirement plan. If this option is disabled, only materials needed to fulfill the production requirements are included as gross purchase requirements. Note that even if this option is disabled you will still get purchase requirements for materials in ongoing- and planned production work orders consumed by (net off) the production requirements.
Treat supplier backlog as stock for purchase requirements: By enabling this all purchase orders and purchase order responses will be treated as stock. Any purchase orders and purchase order responses confirmed in the future (ex. in two months) is available from today and can be used to net off purchase requirements. By not enabling this, you might end up with purchasing products that could instead be aquired by requesting change of delivery date on existing supplier backlog.
Find the desired forecast source in the Sales forecast source dropdown menu. You have two choices here:
From customers: This is the forecast from one or several customers prepared in the Sales Forecast (FCC) application.
No sales forecast: This option is used if you have no forecast. You can either use the sales backlog (make sure you select the Include sales backlog option) or create your own.
Add or edit the probability percent:
Minimum probability percent: Minimum probability in percentage to include from the sales forecast.
Maximum probability percent: Maximum probability in percentage to include from the sales forecast.
Check the desired choices below:
Include sales backlog: If sales backlog is included, everything from the backlog is added to the demand forecast. Note that backlog from products sales forecasted by customers (through the sales forecast source), will not be included.
Include re-order point for purchase: If products which are purchased have specified reorder point quantity for the location used in the SOP process, the reorder point quantity will be added as a demand. This will then be included in the gross quantity of the purchase requirements. Note that this also includes products with product structures manufactured externally.
Include re-order point for production: If products which are manufactured have specified reorder point quantity for the location used in the SOP process, the reorder point quantity will be added as a demand. This will then be included in the gross quantity of the production requirements. Note that this does not includes products with product structures manufactured externally.
Click the action menu option Calculate production requirements. This may take a few minutes and will set the SOP to Status 2: Pending calculations of production requirements, and then Status 3: Pending production requirement planning when the calculation has been performed.
The Production Requirements is now done, unless you have changes. It is possible to edit the information supplied and re-click the action menu option Calculate production requirements.
For the next step, click the Calculate purchase requirements and the SOP will be set to Status 4: Pending calculation of purchase requirements. When the batch job has finished, the SOP will be set to Status 5: Pending purchase requirement planning.
The purchase requirements are now done, unless you have changes. It is possible to edit the information supplied and re-click the action menu option Calculate purchase requirements.
For the next step, click the Calculate purchase order suggestions, which will set the SOP to Status 6: Pending calculation of order suggestions. When the batch job has finished, the SOP will be set to Status 8: Pending actions on purchase order suggestions.
The purchase order suggestions are now done and the process has been completed.
It is suggested that the SOP is archived after completion to save resources. This is done using the Archive process action menu option. This will set the SOP to Status 9: Archived.