JDE Planning & Time Series Inquiry - JDEasy...

JDE Planning & Time Series Inquiry

REQUIREMENTS PLANNING – TIME SERIES INQUIRY

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JDE TIME SERIES INQUIRY: The JD Edwards Time Series Planning Inquiry not always well understood by users. The Inquiry is a great tool for analysing your Planning messages and determining exact how the requirements planning Calculation was performed and often holds the answers to many questions asked by users. The data displayed in the Time Series is written at the time the Requirement Planning Program last ran. So the data is not real time, and it will not show changes to on hand quantities, change to demand orders or supply orders since the DRP, MPS or MRP was last run. The last run could last night or several days ago depending on how often Requirements Planning is run within your company. What can the Time Series by used for? Quantities for specific time periods: Time-phased inventory activity in any unit of measure. Available-to-promise quantities in any valid unit of measure. Time fences and the lead time at the item level. Cumulative and manufacturing lead time occurrences. Adjusted or unadjusted period quantities

Period quantities are either adjusted or unadjusted. The calculations for adjusted quantities assume that the user will process the messages. The calculations for unadjusted quantities assume that the user will not process the action messages. The U at the end of a quantity type indicates that period quantities are unadjusted.

Forecast consumption: When you use planning time fence rule G, C, or H, which calculates demand based on the greater of forecast or customer orders, the forecast is consumed. Consumed means that the forecast is reduced by the amount of the customer demand in the same or related period. Note: The time series displays the aggregate demand and forecast for all customers. If you are using forecast consumption by customer functionality, the aggregate forecast and customer demand quantities might appear out of balance from standard forecast consumption..




Various display formats The time series in different formats Summarize all demand lines into one demand line. Summarize all supply lines into one supply line. Select rows of information to select or suppress. Toggle between two different quantity type tables as set up in the processing

options.

Access to other programs The other programs that can be accessed while reviewing the time series: Supply/Demand Inquiry and Pegging Inquiry to determine where higher level

demands are being generated. MRP/MPS Detail Message Revisions to review message detail and take

appropriate actions. Additional System Info to verify item setup details. Detail Forecast Revisions to review item forecasts and sales history. Rate Schedule Revisions to review item rate schedules. MPS or DRP generation to run an online regeneration for the displayed item.

The Display:

The Time Series Inquiry displays: Date buckets across the top of grid screen. Quantity Types down the first column on the left hand side.




The Date Buckets: These can vary and are dependent on the processing options set in the version of the Requirement Planning Program that was last run. The Requirement Planning Program (either DRP, MPS or MRP R3482 – Single Site or R3483 Multi-site) has a processing option that determines the number of daily, weekly and monthly planning bucket that are displayed. Weekly and Monthly planning bucket display the end date of the period. Note: These buckets are also used in Capacity Planning displays. The numbers displayed in each column are the sum (for that quantity type) for that period. It could be the total quantity on sales order for that day, for that week or for that month. Date Bucket Codes: The time series also has some code against the date fields. These codes reflect the dates on which certain planning parameter fall. They are: D = Message Display Fence F = Freeze Fence L = Level Lead-time P = Planning Fence M = Manufacturing lead-time C = Cumulative Lead-time * = Forecast Consumption period end date

Note: If Forecast Consumption is utilised (Planning Fence Rule = H) and the forecast period end date does not coincide with the planning bucket end date additional date buckets may be displayed. This display is controlled via processing options.




The Quantity Types:

The quantity types represent the different element of the Planning Calculation. These include: the starting quantity for the period (+BA), the supplies to be added during the period (+..), the demands to be subtracted (-..) and the balance at the end of the period (=EA). If an order message exists for any date during the period (+PLO) will also be displayed. The quantity types displayed are controlled by the processing options. In the processing options a specific UDC value is nominated. It is important to ensure that all quantity types used in the Requirement Planning Program calculation are also included in the Time Series. There are three types of Quantity types; adjusted, unadjusted and Project. Adjusted - eg. (+BA) Adjusted Values are the results based on the

assumption that ALL Planning will be processed. Unadjusted - eg. (+BAU) Unadjusted values are the results if NO Planning

message are processed Project - eg. (+BAP) Project Values – represent values associated

with a project

Some examples: +PO => the new due date and qty for an existing purchase order. +POU => the current due date and qty for an existing purchase order.

If the +PO and +POU appear on the same date and qty, there a no exception messages for this purchase order. However, if the +PO and +POU appear on different dates or have different quantities, there are exception messages for this purchase order. Exception messages include: E = Expedite, D = Defer, G = increase Qty, L = Decrease Qty.

+ BA & =EA => The beginning and ending available for each period

if all planning message are processed. +BAU & =EAU =>The beginning and ending available for each period

if No planning message are processed. In other words this is how bad it will get if you do nothing.




The Quantity Types Available will vary depending on your JD Edwards Software release level. The quantity types shown below are for the E 8.12 release.




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Screen display Controls The suppression of blank lines is recommend as is simplifies the screen The Summarize of Supply & Demand can be turned on or off depending on the information required or the analysis being performed.

Qty Type with Summarization On or Off




Set up Checks:

There are a couple of essential set up checks to ensure all the required data is being displayed.

Processing Options. Default Tab

1. UDC Quantity Type: Ensure the UDC entered at Option 1 and 2 contain all the Qty types used in your business. If some Qty Types are missing the calculation will not make sense.

Process Tab

1. Past Period Must be 2 if using Planning Fence rule = H

2. Option 2 or 3 control the screen display

Version Tab

3. Each of the main four Planning inquiry screen can exit to the other three. Ensure that the same version of each inquiry is called from other three is ensure consistent data no matter how the inquiry is accessed.

4.

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