Configure General Settings for a Production and Demand Plan

Security Note: You need the Allow planning maintenance security right in the Planning domain security rights group for this activity.

Activity Steps

  1. Open the Plan.
  2. Select the Configuration tab.
  3. In the General Settings field group, update the following fields.
    • Include Only DOs With Preferred Blend—Whether to only include despatch orders (DOs) that have preferred blends. If checked, DOs must have a preferred blend for the DOs to display in the plan. If unchecked, DOs without preferred blends are included in the plan, as long as the planned despatch date of the DO is within the plan's dates, and the DO has a required mass greater than zero. Default: Checked.
    • Include Only DOs With Configured Plan Product—Whether to only include DOs that are for the product(s) configured in the plan. If checked, DOs must be for a configured plan product. If unchecked, DOs for other products display in the plan, as long as the planned despatch date of the DO is within the plan's dates, and the DO has a required mass greater than zero. Default: Unchecked.
    • Lock Date Field For Actual Despatch Orders—Whether to lock the date field on the plan worksheet for actual DOs. If checked, the date can be changed for planned demands, but not for actual DOs. If unchecked, the date can be changed for both planned demands and actual DOs.
    • Consider Purchase Contracts As Positive Values—Whether to consider the DOs from purchase contracts as positive values in the production and demand plan. If checked, purchase DOs are positive values in the plan; hence, are demands that decrease product availability. If unchecked, purchase DOs are negative values in the plan, and increase supply/production values. Sales DOs are always positive values (demands) in production and demand plans. Default: Checked.
    • Include Planned Data Since Start Of Plan—Whether to include planned data since the Plan Start Date, even if the Start Date of the Worksheet view is a later date. If checked, all planned data since the Plan Start Date affects the balances displayed on the Worksheet tab. If unchecked, only planned data that is between the selected Worksheet View Dates affects the balances displayed on the Worksheet tab. Default: Checked for new plans.
    • Use Required Quantity As Contracted Demand—Whether to use the DO required quantity as the contracted demand. If checked, the required quantity is always used, even if a final quantity is available. If unchecked, final quantities are used (if available) when the Worksheet tab is set to Include Actuals. Default: Unchecked.
    • Use Bill Of Lading Date As Fulfilment Date—Whether to display the DO in the plan on the DO's bill of lading date when the worksheet is set to Include Actuals. Default: Checked. If checked, but the bill of lading date is not available, the DO displays on the planned despatch date. If unchecked, the DO displays according to the its fulfilment type:
      • By Unloading Transactions—Displayed on the first available of the following dates: actual start of unloading, ATA at the unloading route point, planned despatch date.
      • Any other fulfilment type—Displayed on the first available of the following dates: actual start of loading, ATA at the loading route point, planned despatch date.

      If the worksheet is set to Display Planned Only, the DO always displays on the planned despatch date.

      Note: Actual transaction amounts affect balances on the transaction date, not on the display date of the DO.

    • Allow Updates To Despatch Order Required Quantities—Whether to allow the required quantity of DOs to be updated via the following columns.
      • Worksheet » Required Quantity (if displayed)
      • Planned Customer Delivery » Breakdown View » Planned Quantity

      If checked, the required quantity of DOs can be updated if the DO's weight value source (as displayed on the DO snapshot) is Required Quantity. For DOs with any other weight value source (for example, Loading or Unloading), these columns are read-only.

      If unchecked, these columns are always read-only.

      Default: Unchecked.

    • Include DOs Based On Allowed Transformation—If unchecked, the plan only includes DOs if the despatched, nominated or contract product of the DO matches one of the products or brands of the plan. If checked, the plan also includes DOs that match any of the Allowed Transformations specified for the Product or Brand. Default: Unchecked.
    • Include Linked Despatch Orders—If checked, the plan includes linked DOs of the selected Contract Types. If unchecked, the plan only includes source DOs (and DOs without linked DOs). Default: Checked.
  4. Modify the Plan UOM in which to display quantities throughout the plan if required. Default: Metric tonnes.

    Note: You cannot change the UOM after the plan data has been rolled up or in a branched plan.

  5. Modify the Mass Basis in which the mass is calculated and displayed in the production and demand plan if required. Select from As Received (default) and Dry.

    Note: Only these two basis types are available, even if additional basis types are defined in the Basis Editor. You cannot change the mass basis after the plan data has been rolled up or in a branched plan.

  6. Select the Contract Types for which to display DOs. Select from Sales and Purchase (default), Sales and Purchase.

    Note: You cannot change the contract types after the plan data has been rolled up or in a branched plan.

  7. Click Save.