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Problem Summary

During planning, it could encounter a lot of problems like material not being available, capacity being constrained or insufficient time. All these problems are summarized in the problem summary. It gives a common interface for the user to see all the factory problems. This enables the user to take corrective action and reduce the problems by adding overtime, changing the quantity or delaying the order.

List of problems

Supply side problem with respect to quantity

  • Unpegged: Order is generated and is not feeding to any demand.
  • Partially Pegged: Order is partially feeding to demand.
  • Infeasible Fed Quantity: Order is feeding the demand more than the planned quantity.

Supply side problem is applicable only to Procurement, Inventory and WorkOrder.

Order Planned Quantity Fed Quantity Problem
WO1 100 100
WO2 100 50 Partially Pegged
WO3 100 0 Unpegged
WO4 100 150 Infeasible Fed
WO1 100 100

Demand side problem with respect to quantity

  • Order Short: Order receives less than the required quantity.
  • Item Excess: Order receives more than the required quantity. The demand side problem is applicable only to sales and work orders.
Order Required Quantity Received Quantity Problem
WO1 100 100
WO2 100 50 Order Short
WO3 100 150 Item Excess

Late Problem

  • Sales Order Late: Sales order is late if the completion date is more than the requested delivery date of the sales order.
  • Late Problem: Order is late if EPST > LPST

Capacity Problem

The capacity problem is applicable only to work orders. This is generated during planning when enough capacity is not found within the bucket build ahead limit.

Planning Problem

Planning problem gives the list of problem items during the planning of a sales order. This gives an indication of why a sales order got short or late.

Viewing Problem Summary

In the problem summary screen, problems are divided based on the type of order (sales order, work order, procurement orders, or inventory) and resource. Also, the graphical representation of the selected tab will be shown in the right side panel.

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On selecting the required tab, the problem count pertinent to that will be displayed. For instance in the work order tab, the following could display

Problem Number of Problem Orders Out of Total Orders
Order Early Above 14 Days 30 96
Order Early Above 14 Days 14 96
Order Early By 14 Days 30 96
Order Early By 7 Days 0 96
Order Late By 14 Days 0 96
Order Early By 7 Days 0 96
Unpegged 2 96
Partial Pegged 3 96
Order Short 16 96

The problem tolerance percentage takes the default value as specified in the parameters. In the above table, it is set at 10%. The problem count is based on this tolerance percentage. This means that there are 3 short orders whose difference between the required quantity and received quantity is more than 10%. By reducing the tolerance percentage, the problem count could increase as the tolerance for difference is reduced. The default tolerance can be changed by directly editing the value in Problem Tolerance Percentage.

To look into the list of work orders, which are short, right click on the Order Short and select “Order List”.

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This will display the work orders, which are short below the problem summary.

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From here, planners can either:

  • Go to work order and change the planned quantity. To do this, right click on the work order and select “Work Order Plan”.

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The same principle can be applied to view other problems and resolve the problem.

Color Coding Scheme

In all the dynamic screens, orders are coloured based on the type of problem. Orders are coloured only if the extent of the problem exceeds the problem tolerance percentage as specified in the parameters. Different colour coding schemes are:

Color coding Type of problem
Yellow color on quantity Unpegged or partial pegged order
Red colour on quantity Order short, infeasible fed or item excess
Red colour on Order Late problem where EPST is greater than LPST. This will happen when the correct status of the order is not maintained.