Item Planning Details Page Overview
When a new item level forecast and/or requirement plan is run, the resulting planning details are visualized in the item planning detail view. This is where all the plans, settings, and measures related to a specific item are provided. It includes demand history, independent demand, dependent demand, on hand, and on orders.
The Item Planning Detail Page has 6 primary components:
- Tool Bar
- Item Detail Header: Provides the detail of the item
- Planning Graph
- Requirement Planning Table
- Side Bar
- Options Tab
- Item Plan Color Coding
An overview of the item planning detail view follows.
- Search: Quick item search (item number must be entered completely). The user may click on the search icon or simply hit enter for the search to begin. DemandCaster retains the last entered item to allow for faster item entry.
- Jump to Item: Enter a number in the filtered item selection list to jump to an item ahead or behind in the list. I.e. If the selection is filter to 10 items, entering 5 in the box will jump to the 5th item in the list.
- Navigation: Click previous or next to move up or down the selected item list
- Show/Hide Chart: Default is enabled. Click to hide.
- Accuracy Check: Review the accuracy of the plan. Read Item Level Forecast Accuracy, Service Level, and Inventory Coverage Analysis to learn more.
- Switch to Actual: Un-check to view the actual demand. The default view is edited demand.
- Year on Year: Click to view a side by side demand bar chart by month or week by year.
- Monthly Bucket Charts: View the chart (graph) in monthly buckets versus the default weekly bucket
- Monthly Bucket Table: View the requirement planning table in monthly buckets versus the default weekly bucket
- Safety Stock: Click to view the safety stock value in the requirement planning table
- Forecast List: Go to the Requirement Plan / Forecast list the item calculation is part of.
- Planner Action: Go to Planner Action list the item calculation is part of.
- Prior Forecasts: Go to a list of prior Requirement Plans / Forecasts for the current item.
- Notes: Click to view all the user notes created for the item.
- Add Forecast Note: Click to add a forecast note that is independent of any setting changes.
- Change Log: View the Change Log for the item. This shows all the changes made to the item over time and by person if applicable.
- Forecast Type: The type of forecast that was generated for the item. DemandCaster selects the algorithm automatically as part of a best fit analysis. The user may elect to choose a different algorithm or select “Choose best again” to rerun. This is only applicable in the Basic Platform - not the S&OP Platform.
- Consumption Type: Select different consumption to types to calculate projected on hand inventory. Covered in detail in the Consumption Type article.
Not Shown: When Sandbox is enabled in company settings, click to run a holdback for the item with a default of the items lead time. Longer hold back periods may also be selected. The result will compare actual results to the forecast results. The holdback feature is only available when the sandbox option is enabled and S&OP and Multi-Location are not enabled.
Item Planning Info Header
- Item: Item number
- Description: Item description
- Product Class: Produce class / category of the item
- Forecast: The independent forecast value of the item
- Safety Stock: The safety stock value of the item
- Inventory Pipeline: The amount of inventory needed to be on hand and on order to meet independent or dependent demand and safety stock requirements of the item. This value is the same as Total Order Point value found in the Review Analytic.
- Lead Time: The lead time of the item broken out as follows - Manufacturing Lead Time / Transfer Lead Time / Total Lead Time / CRT.
- Make/Buy: The item is either a make item or a purchased item
- Order/Stock: The item is either make or purchase to order or make or purchase to stock
- Supplier: The supplier of the item. Unknown typically means it is manufactured
- Pack: The pack size / order increment of the item
- MOQ/POQ: The minimum order quantity of the item / Periodic order quantity
- Green Line: The items history (it shows edited if part of the history has been edited by the user).
- Red Line: Not visible. It is the fitted forecast of the history when item based forecasting is enabled (not S&OP). This is used to generate the forward looking forecast. The objective is to derive a pattern within the actual demand hisory. In the S&OP Platform, the fitted forecast line does not appear since the forecast is coming from the demand plan. Only independent demand items are forecast.
- Blue Line: The forecast portion becomes a blue line and corresponds to the values in the forecast table column.
Legend: Click the legend values to turn off and on the lines in the graph
- Fitted Forecast: Red Line (not shown in image). Click to show fitted forecast in history.
- Edited History: Green Line. Click to show history.
- Forecast: Blue Line. Click to show forecast.
- Trend: Orange line. Click to show trend.
- Safety Stock: Brown line. Click to show safety Stock value.
- Order Trigger: Maroon line. Click to show order trigger when level loading is enabled in S&OP Supply Planning
- Projected: Purple line. Click to show projected on hand in future.
Requirement Planning Table
- Starting Planned on Hand: The current on hand value pulled from the ERP system. Subsequent on starting hand value are calculated by including any open replenishment orders, customer orders, and forecasts in the calculation. Starting on hand in future periods only considers open and not planned supply in the calculation.
- Replenishment Orders: Open and partially filled Vendor Orders, Shop Orders, and Transfer Orders. The orders are color coded as follows: Orders pulled from the operating system are designated by a black font. Other color codes can be applied depending on the type of order. Hovering your mouse over any cell provides the detail of the order. If the DemandCaster deployment is setup for capacity planning, you may click on the shop order order number and you will be taken to the Capacity Analysis view.
- Independent Demand: This is where open customer orders are placed. if a forecast cells has a red border, it means that the demand cell has overwritten the forecast for that period because it is greater when the Order/Forecast or Make/Purchase to Order consumption models are used.
- Dependent Demand: This column includes the pass down planned requirement orders from a BOM explosion and/or DRP explosion. Hovering your mouse over any cell provides the detail of the order that is hyperlinked to its destination.
- Forecast: The forecast serves as the demand plan input. Forecasts may be edited by clicking the pencil in the header. The user may manually enter a user defined forecast. When S&OP in enabled, any user defined demand plan edits made here are overwritten by the approved demand plan.
- Total Demand: Total demand is the sum of the Forecast + Dependent Demand. This column may be edited by following the steps in the article Editing Forecasts (Total Demand) in Requirement Planning.
Ending on Hand: The on hand quantity if no additional order is placed. This column shows the effect if nothing is done to address a projected shortage in inventory. The ending on hand column includes color codes to identify the status in the future:
- Orange Red: The projected on hand quantity is negative.
- Tan: The projected on hand quantity is below the safety stock threshold.
Suggested Orders: This column combines the replenishment orders pulled in from the ERP with the suggested orders DemandCaster has created in order to maintain stock at the required levels. The user may edit suggested orders following the instructions in the Suggested Order Management Process article. The orders are color coded as follows:
- Black: Replenishment orders pulled from the operating system are designated by a black font or other special custom color.
- Blue: Firm planned orders are designated by a blue font.
- Italicized Orange: Planned orders are designated by a italicized orange font.
- Dark Red: A cell that includes both an order pulled from the operating system and a DemandCaster suggested order is designated by a dark red font.
- Interim Safety Stock: Visible when safety stock is shown in graph. Shows the safety stock requirement by period.
- Ending Planned on Hand: Is the projected on hand with if the suggested orders are executed as recommended.
- Constrained Demand: If Constrained Planning is enabled. This is the suggested order or forecast (independent demand) excluding safety stock or extra supply requirements that is minimally required to meet demand.
- Inventory In: The on hand and on order inventory available from a component or source location to meet constrained demand.
- Inventory Out: The on hand and on order inventory that will be sent to a parent item or destination location to meet constrained demand.
- Ending Constrained On Hand: The ending on hand when calculated constrained demand against available inventory.
- Light Green line period: Current items lead time horizon
- Light Yellow line period: Current items firm order horizon as defined in item options and/or system settings.
- Aqua line period: Longest lead time of the items component
- Aqua line period: If Constrained Planning is enabled shows the finite period where the constrained is managed. Typically this is the lead time of the longest lead time component plus transfer times through the distribution network.
- Light Blue line period: The end of the planning horizon
- Customer On Hand: If a user defined or customer forecast and inventory quantity is used as described in the article Manually Uploading User-Defined Forecasts in Requirement Planning, this field will show a negative on hand values as the customer on hand quantity. If the number is positive then it means the customer is below the level of inventory required.
- Expand Daily Buckets: Click to open the daily bucket planning view when daily bucketed requirement planning is enabled. The length of the Daily Buckets is based on the items lead time plus Firm Order Horizon.
- View Distribution: Shows the distribution % of weekly values to daily values when daily bucketed requirement planning is enabled.
- Planning Horizon Drop Down: Change the length of the planning table. Please note, the longer the table the longer it takes to open.
- Download Button: Download and excel version of the planning table
Side Bar: BOM Panel
When the item is part of a bill of a material, the BOM Panel allows the user to view the BOM and jump from item to item to quickly view relational requirements. The BOM Panel is only visible when the Manufacturing module is enabled and the item is part of a BOM.
- Click on the work "BOM Panel" to open the BOM
- Click on the Pin to keep the panel open
- The "Select Parent" drop down provides a list of upper level item BOM's the item is part of.
Side Bar: Distribution Panel
When the item is either produced or inventoried in more than one location, the Distribution Panel allows the user to view the item in the different locations by clicking on a location. The Distribution Panel is only visible when the Multi-Location (DRP) module is enabled and the item is inventoried or manufactured in more than one location.
- Click on the work "Distribution Panel" to open the distribution network for the current item
- Click on the Pin to keep the panel open
- The hierarchy works in reverse. The destination is always indented out from its source (source down to destination)
Side Bar: Suggested Orders and Metrics
Suggested Order and Metrics Side Panel is where a summary of the suggested order and measures of the item resides.
Suggested Orders Section:
- Order qty: Suggested order quantity in units and value
- Due / need by / status: The due date of the order based on lead time, need by date of the order and status of the order. For a detailed description of order statuses please read the article Planner Action Statuses Definition
- Packs / cubes: Number of packs and cube size of order.
On hand / On order Section:
- On hand / On order: The quantity on hand and on order during the lead time of the item
- Open demand ind. / dep. / past due: The open independent demand, dependent demand, and past due quantity over the items lead time
- Segmentation: Business importance, order frequency, and forecastability of the item. Linked to segmentation analysis.
- Accuracy over lead time: Accuracy over lead time. Linked to segmentation analysis
- Stability index: The measure of how much the forecast deviates from the recent past.
- Avg on hand / turns: Last 52W Demand (I&D) / Average Qty on Hand
- Optimal inventory: 1/2 of the items forecast over lead time + safety stock
- Holding cost
- Calculated EOQ
- Min/max: Minimum and maximum inventory level
- Safety stock type / days: The safety stock selected and the number of days it is equivalent to based on historical demand.
- Calc LT / on time: The average lead time to deliver product and on time percentage.
- 52WA / 13WA: Average independent and dependent demand based on the last 52 and 13 weeks of demand.
- YTD units / Revenue
- Last year units / Revenue
- 2 years ago units / Revenue
- Finite period (days): Visible when Constrained planning is applied.
- Tags: Tags applied to the given item
- The table is organized in pareto order with the most significant top 80% revenue generating customer or dependent demand entities. In the example below, GM makes up 27% of the items demand.
- The user may disable any customer/parent item by clicking on the checkbox in the table header. Please note that this does not disable the item forecast in the demand plan when S&OP is enabled.
- Once removed, the removed items quantity will be reflected in the tables “Difference” column. This will remove the item from the history and will not be included in the forecasting.
- The user may also edit history by following the procedure described in the Outliers and Demand Spikes article.
- History may be viewed in weekly buckets or the default monthly bucket view by changing the bucket type in the drop down.
- If the requirement plan is a a result of an S&OP Demand Plan, clicking on the customer in the header takes the user to the item demand plan for the specific customer.
- The history view can be visualized in a number of different ways by changing the view:
- Standard: Shows the top 80% or a portion of the 80% customers and dependent demand that fit in the width of the history table
- Extended: Shows all the top 80% customer and dependent demand in a scrollable view
- All Else: Shows the detail of the bottom 20% customer and dependent demand entities
- Full: Shows all the customer and dependent demand in a scrollable view
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