Generate Supply Plan

The Generate Supply Plan workflow will help with updating existing production, distribution, inventories and calculate supply plans in bulk

1. The workflows are available from a dropdown in navigation bar. Click on Generate Supply Plan.

2. You will see a summary of the steps you are about to be walked through.

3. Update the Plan Start Date and click the Next button.

Typically, this is set to the Monday date of the week.

Note: If EZplan is being fed data via interfaces from other source systems (e.g. ERP), part of the process of updating EZplan will be setting this Plan Start Date.

4. Review any Firm Production Plans and modify them as needed and then click the "Next" button.

5. Review any existing Purchase Orders and modify them as needed and then click the "Next" button.

6. Review any existing Distribution Orders and modify them as needed and then click the "Next" button.

7. Review any existing Sales Orders and modify them as needed and then click the "Next" button.

Depending on how many sales orders have been loaded, this page may take some time to completely load.

8. Review the inventory per Item@Location and modify as needed and then click the "Next" button.

9. To run Supply Plan all at once, select all the Item@Locations to run, select the duration, click on Check Data button and then click on the "Next" button.

10. Have the job send you an email once it is done by clicking on the "Send email" checkbox. Then click on the "Run Supply Planning" button.

11. After the job is complete, this next screen informs of you how the job ran. Click on the "Next" button.

12. This next screen gives you a quick overview of the types of plans that were created over time. Click on the "All Done!" button.