When the supply balancing procedures have been performed, there are three possible end situations:

Last, the planning system will create an order tracking link between the supply and the demand.

Creating the Planning Line (Suggested Action)

If any action - New, Change Quantity, Reschedule, Reschedule and Change Quantity, or Cancel - is suggested to revise the supply order, the planning system creates a planning line in the planning worksheet. Due to order tracking, the planning line is created not only when the supply event is closed, but also if the demand event is closed, even though the supply event is still open and may be subject to additional changes when the next demand event is processed. This means that when first created, the planning line may be changed again.

To minimize database access when handling production orders, the planning line can be maintained in three levels, while aiming to perform the least demanding maintenance level:

  • Create only the planning line with the current due date and quantity but without the routing and components.
  • Include routing: the planned routing is laid out including calculation of starting and ending dates and times. This is demanding in terms of database accesses. To determine the ending and due dates, it may be necessary to calculate this even if the supply event has not been closed (in the case of forward scheduling).
  • Include BOM explosion: this can wait until just before the supply event is closed.

This concludes the descriptions of how demand and supply is loaded, prioritized, and balanced by the planning system. In integration with this supply planning activity, the system must ensure that the required inventory level of each planned item is maintained according to its reordering policies.

See Also