Overview

The Supply Plan analyzes demand, supply, inventory, and planning parameters for each Item and Warehouse to recommend replenishment actions.

Depending on the planning results, GoldFinch may suggest creating:

• Purchase Orders
• Work Orders
• Transfer Orders

The results are stored as Supply Plan Lines, allowing planners to review and modify recommendations before creating actual supply orders.

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Prerequisites

Before calculating the Supply Plan:

• Complete your Demand Planning setup.
• Configure planning parameters for each SKU.
• Ensure warehouses are configured for Demand Planning.

Before the calculation begins, GoldFinch validates that:

• Every Item has a Purchase Unit of Measure.

If any validation fails, the calculation stops and displays an error.

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Running the Supply Plan

1. Open the GoldFinch Demand Planning app.
2. Select the Supply Plan tab.
3. Click Calculate Supply Plan.
4. Choose the desired filters.
5. Click Calculate.

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Filter Options

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Planning Rules

Inventory

Inventory stored in bins where Exclude from Planning = True is excluded from the available quantity.

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Warehouses

Only warehouses meeting all of the following conditions participate in Supply Planning:

• Enable Demand Forecast = True
• Blocked = False
• Use As In Transit = False

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Forecast Consumption

By default, Sales Orders consume matching quantities from the Sales Forecast to avoid double-counting demand.

Organizations that generate Sales Forecasts from Opportunities or Quotes should enable the SkipForecastConsumption Custom Setting to include both Sales Forecasts and Sales Orders as demand.

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Default Demand Date

The EnableCalculateDemandOnDateOption Custom Setting controls whether the default demand date is:

• Shipment Date
• Estimated Shipment Date

Users may override this option when running the Supply Plan.

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Planning Horizon

Plan Start Date

If Inventory Period Type is:

• By Month — first day of the current month.
• By Week — first day of the current week.

Plan End Date

By default:

Plan Start Date + Periods to Run Supply Plan

The default planning horizon is six months.

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Demand Sources

Supply Planning includes:

• Open Sales Orders
• Open Sales Return Orders
• Open Work Order component demand
• Sales Forecasts (optional)
• Transfer Orders shipping inventory
• Safety Stock requirements

Closed documents are excluded.

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Supply Sources

Supply Planning includes:

• Open Purchase Orders
• Open Work Orders producing finished goods
• Incoming Transfer Orders
• Current On-Hand Inventory

Closed documents are excluded.

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Planning Logic

For each Item and Warehouse, GoldFinch:

1. Buckets supply and demand by Reorder Cycle.
2. Calculates projected inventory balances.
3. Creates replenishment recommendations whenever projected inventory falls below zero.
4. Applies:
   • Reorder Quantity
   • Order Multiple
   • Lead Time
5. Explodes multi-level Bills of Material to generate component demand.
6. Suggests Outside Service Purchase Orders for outsourced Work Centers.

Supply recommendations are summarized into Supply Plan Lines.

Note

Supply Plan Lines are recommendations only. Inventory is not affected until Purchase Orders, Work Orders, or Transfer Orders are created.

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Formula Version Selection

When an item uses Formula Versions, GoldFinch selects the first Certified Formula Version meeting all of the following conditions:

• Starting Date is blank or on/before the Plan Date.
• Ending Date is blank or on/after the Plan Date.
• Status = Certified.

Note

The Default checkbox is ignored during Supply Planning.

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Reviewing the Supply Plan

Use different list views to display:

• All Supply Plan Lines
• Purchase Orders
• Work Orders
• Transfer Orders

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Editing the Supply Plan

Before creating orders, you may modify:

• Quantity
• Order Date
• Due Date

After orders are created, changes must be made directly on the Purchase Order, Work Order, or Transfer Order.

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Reviewing Calculation Lines

The Calculation Line tab provides a detailed audit trail of the planning process.

Each Calculation Line shows:

• Planning sequence
• Supply or Demand transaction
• Running inventory balance
• Planning action
• Component demand generated through BOM explosions

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GF3010 Calculation Line Analysis Report

The GF3010 Calculation Line Analysis Report summarizes planning data by:

• Item
• Warehouse
• Plan Date

Normally, the Cumulative Quantity Base should be greater than or equal to zero. A positive balance indicates inventory remains after satisfying demand.

Tip

Salesforce Reports display a maximum of 2,000 records. Export the report using Formatted Report for analysis in Excel.

In Excel, press Ctrl+F to locate an Item Number and review its planning calculations.

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Creating Orders

After reviewing the Supply Plan:

1. Select the desired Supply Plan Lines.
2. Click Create Orders.

Use different list views to create only:

• Purchase Orders
• Work Orders
• Transfer Orders

GoldFinch groups new orders as follows:

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Success 

When the calculation completes successfully, GoldFinch displays the number of:

• Supply Plan Lines created
• Calculation Lines generated

More Information

Supply Plan Calculation Process – GoldFinch Clientcare

Supply Plan appears to run indefinitely without displaying a Success message

Troubleshooting Incomplete BOM Explosion