Sales and Operations Plan Entry

This window can also be accessed via the Family item window (Program button).

The first line displays the number of working days in each planning period.

The second line displays the sales forecasts estimated by the forecasting function (see the forecasting chapter). These forecasts, estimated by the forecast module can be displayed via the Forecasts button and transferred into the plan via the Transfer Forecasts button. If necessary the line can be cancelled by clicking on the Erase forecast button.

The family item estimated initial inventory has to be entered. 

From the sales forecasts it is necessary to build the Sales Plan in the third line.

The received (and confirmed) items orders, to be associated to the family item, are displayed in the fourth line.

From all the above data, the Production plan has to be defined. If the Subcontracting option has been selected, data can be entered in the Sub-contracting line.

The projected inventories are updated by clicking on Enter and are displayed. If some projected inventories are negative, the corresponding value is transferred in the Stockouts line. If backlogged demands are allowed, they are calculated and transferred into the Backlogged sales line. The backlogged sales are added to the next period sales plan.

The coverages (expressed in days) are estimated with the sales plan (in other words with the forthcoming sales).

The successive periodic inventory variations are displayed in the last line of the table.

The constraints defined in the Family Item maintenance window are automatically checked. The constraints can be displayed by clicking on the Constraints button. Furthermore, each constraint can be modified if necessary.

 Additional indicators associated to the family item S&OP are displayed:

•      Sales (estimated with the entered price list),

•      Production cost (estimated with the standard cost),

•      Subcontracting cost (estimated with the unit subcontracting cost),

•      Margin (defined as the Sales minus the production and sub-contracting costs),

•      Inventory cost (estimated with the standard cost and the holding cost rate defined in the Preferences maintenance window),

•      Stockout cost (estimated with the unit stockout cost and the backlogged demands).

When the S&OP is considered as satisfactory, it can be recorded by clicking on the OK button.