Forecast Production Plan Form Page - maple-dev-team/docs GitHub Wiki

Objective

Create or edit Forecast Production Plan.

Production Plan

Fields

  • Forecast Period: Forecast Period selected.
  • Status: current status of the Forecast Production Plan (New, In Progress, Submitted).
  • Created At: date and time when the Forecast Production Plan was generated.
  • Submission Date: date and time when the Forecast Production Plan was submitted.

Inputs

  • Stock Count: Forecast Stock Count used to generate the Forecast Production Plan.
    • Rules:
      1. Display only Forecast Stock Counts uploaded for the Forecast Period selected.
      2. Field is disabled for edition after the Production Plan is submitted.
      3. Field is disabled for edition after the Forecast Period ends.
    • Actions: When value changes, checks if there is any Forecast Production Plan in progress for the Forecast Stock Count selected. If there is, it brings the existing Forecast Production Plan to be edited.
  • Calculation Weeks: number of weeks used to calculate the sales average on the Forecast Production Plan generation.*
    • Rules:
      1. Automatically filled with the default number of calculation weeks (if exists) for new Production Plans. Filled with saved value for edit existing Production Plan.
      2. Field is disabled for edition before the Forecast Stock Count is selected.
      3. Field is disabled for edition after the Forecast Production Plan is submitted.
      4. Field is disabled for edition after the Forecast Period ends.

Actions

  • Back to List: send back to the Forecast Production Plans page of the Forecast Period selected.
  • Generate Plan: Saves information used to generate Forecast Production Plan, and generate list of items for this Production Plan. For existing Production Plans, the production plan information and the items generated will overwrite the information and items from previous generation actions. Any changes made after previous generation action will be lost.
    • Rules:
      1. Button is disabled before the Forecast Stock Count and Calculation Weeks fields are filled.
      2. Display warning confirmation message if it is not the first generation of the Production Plan.
      3. Button is hidden after the Forecast Production Plan is submitted.
  • Generate with Default Calculation Weeks: Replaces the Calculation Weeks field value with the Default Calculation Weeks value and generate the Production Plan again. As the Generate Plan button, for existing Production Plans, it also overwrites the information and items from previous generation actions. Any changes made after previous generation action will also be lost.
    • Rules:
      1. Button is displayed only when the value of the Calculation Weeks field is different from the Default Calculation Weeks value.
      2. Display warning confirmation message if it is not the first generation of the Production Plan.
      3. Button is hidden after the Forecast Production Plan is submitted.
  • Save Calculation Weeks as Default: Saves the current Calculation Weeks field value as the Default Calculation Weeks value.
    • Rules:
      1. Button is displayed only when the value of the Calculation Weeks field is different from the Default Calculation Weeks value.
      2. Button is hidden after the Forecast Production Plan is submitted.
  • Download Template: downloads a template spreadsheet with the columns that need to be present on the upload file. The rows are pre-filled with the SKU and suggested qty information of the list of items of the Forecast Production Plan.
    • Rules:
      1. Button is displayed only after the Forecast Production Plan is generated.
      2. Button is hidden after the Forecast Production Plan is submitted.
  • Upload file: validates and saves the information present on the file selected.
    • Rules:
      1. File must be a spreadsheet.
      2. Button is displayed only after the Forecast Production Plan is generated.
      3. Button is hidden after the Forecast Production Plan is submitted.
    • Upload Validation Rules: file row information will be saved if the following rules are fulfilled
      1. Row must have the Sku column filled.
      2. Row Sku must exist on the list of Production Plan items.
  • Submit: Freeze values of the Production Plan items with values on the time of the submission, creates production orders for the items that have Plan Type (Prio List, Confirmed Production, Delayed Plan) selected, and changes Production Plan status to "Submitted".
    • Rules:
      1. Button is displayed only after the Forecast Production Plan is generated.
      2. Button is hidden after the Forecast Production Plan is submitted.
  • Export: export all the Production Plan Items that have Plan Type (Prio List, Confirmed Production, Delayed Plan) selected.
    • Rules:Button is displayed only after the Forecast Production Plan is generated.

Production Plan Items

This section of the page is only displayed after the Forecast Production Plan is created.

Table Inputs

  • Planned Qty: planned quantity to be produced*.
    • Rules:
      1. Field is disabled for edition after the Production Plan is submitted.
      2. Field is disabled for edition after the Forecast Period ends.
  • Plan Type Columns (Prio List, Confirmed Production, Delayed Plan): plan type for production*.
    • Rules:
      1. Can't be selected unless the Planned Qty is greater than 0.
      2. Field is disabled for edition after the Production Plan is submitted.
      3. Field is disabled for edition after the Forecast Period ends.
  • Production Planned Date: date planned for the product to be produced*.
    • Rules:
      1. Date must be a date between the start or current date (which is greater) and end of the Forecast Period selected.
      2. Field is disabled for edition after the Production Plan is submitted.
      3. Field is disabled for edition after the Forecast Period ends.
  • Notes: notes/comments field*.
    • Rules:
      1. Field is disabled for edition after the Production Plan is submitted.
      2. Field is disabled for edition after the Forecast Period ends.

*Any change on the values of the inputs will automatically save the row

Table Columns

  • Product: full name of the product.
  • Avg Sales: average sales qty calculated with the Sales information uploaded on the system for the last n weeks*.
  • STDEV Sales: standard deviation of the sales qty calculated with the Sales information uploaded on the system for the last n weeks*.
  • Max Sales: max value of sales qty the last n weeks*.
  • Stock BEFORE: quantity of the product in stock for the Forecast Stock Count selected.
  • Inv Weeks BEFORE: number of weeks until stock is expected to run out considering the stock before production.
    • Calculation Formula: Stock BEFORE / Avg Sales.
  • #STDEVs BEFORE: number of standard deviations away from stock running out considering the stock before production.
    • Calculation Formula: (Stock BEFORE - Avg Sales)/STDEV Sales.
  • Unplanned Qty: total scheduled qty on Production Orders unplanned or on hold.
  • Qty to be Batched: total scheduled qty on Production Orders that are planned/in production and that still were not batched.
  • Qty to be Bottled: total batched qty on Production Orders that are planned/in production and that still were batched but still were not bottled.
  • Qty to be Labelled: total bottled qty on Production Orders that are planned/in production and that still were bottled but still were not labelled.
  • Qty to be Transferred: total labelled qty on Production Orders that are planned/in production and that still were labelled but still were not transferred.
  • Qty to be Shipped: total transferred qty on Production Orders that are planned/in production and that still were transferred but still were not shipped.
  • Completed Qty (Current Week): total shipped qty on Production Orders that were shipped during the Forecast Period of the Production Plan.
  • Completed Qty (Previous Week): total shipped qty on Production Orders that were shipped during the week previous to the Forecast Period of the Production Plan.
  • Suggested Qty: suggested quantity for production based on the average sales qty and the information uploaded on the Production Qty Ranges page.
  • Stock AFTER: quantity of the product in stock after all the production in progress or planned is finished.
    • Calculation Formula: Stock BEFORE + Unplanned Qty + Qty to be Batched + Qty to be Bottled + Qty to be Labelled + Qty to be Transferred + Qty to be Shipped + Planned Qty.
  • Inv Weeks AFTER: number of weeks until stock is expected to run out considering the stock after production.
    • Calculation Formula: Stock AFTER / Avg Sales.
  • #STDEVs AFTER: number of standard deviations away from stock running out considering the stock after production.
    • Calculation Formula: (Stock AFTER - Avg Sales)/STDEV Sales.
  • Production Order: number of the Production Order created based on the Production Plan Item after the Production Plan is submitted.

*n represents the value of the Calculation Weeks field

Production Plan Summary

This section of the page is only displayed after the Forecast Production Plan is created.

Production Capacity Inputs

  • Number of Shifts: number of machine shifts during the period.
    • Rules:
      1. Automatically filled with the default number of shifts (if exists) for new Production Plans. Filled with saved value for edit existing Production Plan.
      2. Field is disabled for edition after the Forecast Production Plan is submitted.
      3. Field is disabled for edition after the Forecast Period ends.
    • Actions: Changes on the value will trigger a recalculation of the Total Production Capacity column of the Summary.
  • Performance (%): average percentage of the available total capacity that is used for production.
    • Rules:
      1. Automatically filled with value calculated based on historical production data of the last 6 weeks for new Production Plans. Filled with saved value for edit existing Production Plan.
      2. Field is disabled for edition after the Forecast Production Plan is submitted.
      3. Field is disabled for edition after the Forecast Period ends.
    • Actions: Changes on the value will trigger a recalculation of the Total Production Capacity column of the Summary.

Table Rows

  • Planned # SKUs: number of distinct SKUs.
  • Planned Qty: total quantity of bottles.

Table Columns

  • Dates Columns: One column is created for each day of the Forecast Period. For these columns the values are calculated based on the Production Plan items that have Plan Type (Prio List, Confirmed Production, Delayed Plan) selected and the same Production Planned Date as the column.
  • Total: this column values are calculated considering both the Production Plan items that have Plan Type (Prio List, Confirmed Production, Delayed Plan) selected, and the Production Orders already on production.
  • Total Production Capacity: For this column, the "Planned Qty" row represents the total production capacity for the period, calculated with the values inputted on the Number of Shifts and Performance fields.

Flow

Forecast Production Plan Form Process

Production Plan Generation Process

Production Plan Generation Process