Disaggregation Process

The S&OP disaggregation process is launched by the function S&OP disaggregation (S&OP menu).

The end date of the disaggregation procedure has to be entered. Furthermore, it is also required to enter the forecasts periods (that will be used in the disaggregation procedure) via the function Forecast periods maintenance (Sales menu).

When the check box Spread quantities over working days is not selected, the quantities generated by the disaggregation procedure are associated to the S&OP planning periods.

When the check box Spread quantities over working days is selected, the quantities generated by the disaggregation procedure are associated to the forecasts planning periods, splitted in accordance to the ratios between the working days for the S&OP periods and the working days for the sales planning periods.

If the check box Do not disaggregate sales plan is selected, the sales plan is not disaggregated by the S&OP disaggregation function, while the production plan will be disaggregated as in the standard procedure.

Sales Plan Disaggregation

Each family item forecast in the sales plan is decomposed into item forecasts, in accordance to the repartition percentages defined in the commercial bom of the family item.

 When using the Distribution function (Preference menu), these individual item sales forecasts are then again decomposed for each distribution center according to the proportions defined in the Item reorder policy window.

All these forecasts are displayed in the Sales forecast maintenance window.

The S&Op First column displays the forecasts that are obtained from the S&Op Plan by the disaggregation procedure. It is then possible to modify these long range sales forecasts by adding (or retrieving) some quantity entered in the First entry column.

The global forecasts are given in the First totals column, as the sum of the first two columns of the table (namely First entry column and the S&Op First column)

It is worth noting that these requirement forecasts are reported in the Projected transactions window (Item Master Schedule function, Planning menu); these forecasts are reported as negative transactions, coded as SF transactions.

For items which are managed under Assembly-to-Order, it is possible to avoid the disaggregation of the sales plan by selecting the Do not disaggregate the Sales plan option in the corresponding family Item window.

Production Plan Disaggregation

Each family item inventory variation in the S&Op plan is decomposed into positive or negative item requirements, called internal requirements in the Item Master Schedule window (Planning menu). This decomposition is made in accordance with the repartition percentages defined in the planning bom of the family item.

It is worth noting that these internal requirements are reported in the Projected transactions window (Item Master Schedule function, Planning menu); these requirements are reported as positive or negative transactions, coded as IV transactions.

All the requirements specified in the master schedule window (i.e. the sales forecasts, the sales orders, the internal requirements and the firm orders) will be taken into account in the material requirement planning function, which will generate planned orders (displayed in particular in the master schedule window).