Calculate Supply Plans
Overview
The Supply Plan aggregates demand and supply data for each item and warehouse, along with planning parameters, to calculate suggested supply orders. These supply orders may include Purchase Orders, Work Orders, or Transfer Orders.
How to Calculate the Supply Plan
Once you have set up your Demand Planning parameters, you are ready to calculate the Supply Plan. The result will be displayed as Supply Plan Lines.
Follow these steps:
Navigate to the GoldFinch Demand Planning app.
Click on the Supply Plan tab.
Click the Calculate Supply Plan button.
Before the system executes the calculations, it will check for the following conditions:
All SKUs must have a Purchase Unit of Measure.
Each Purchase Unit of Measure must have a conversion.
Every item must have a Base UOM Record Id.
Note: The Item Category field should be left blank to calculate the supply plan based on total demand and supply. Fill it in only when troubleshooting a specific category.
The Plan End Date defaults to today’s date plus the "Periods to Run Supply Plan" value from the Demand Planning Setup.
Items in bins marked with Exclude from Planning = true will not be counted in the on-hand quantity.
Warehouse Setup for Demand and Supply Inclusion
When retrieving demand and supply data, GoldFinch only includes warehouses with the following setup:
Enabled Demand Forecast = true
Blocked = false
Use As In Transit = false
Success and Error Messages
Upon completion, you’ll receive a success message displaying the number of supply and calculation lines.
If the Supply Plan runs indefinitely without a success message, this indicates an error. To troubleshoot, navigate to Setup → Jobs → Apex Jobs to review the errors.
Viewing the Supply Plan
You can change the list view to see the entire Supply Plan (All) or view Supply Lines grouped by Purchase Order, Transfer Order, or Work Order.
Supply and Demand Calculation
The Plan Duration and supply/demand quantities are based on the following data:
Plan Start Date:
If the Inventory Period Type is set to "By Month," the Plan Start Date will be the first day of the current month.
If set to "By Week," the Plan Start Date will be the first day of the current week.
Plan End Date: Defaults to Plan Start Date + 6 months, unless you define a different period in the Demand Planning Setup.
Plan Execution
Running the Supply Plan will retrieve supply and demand data from GoldFinch, including:
Demand:
Open Sales Orders and return Sales Orders with ship dates on or before the Plan End Date (closed Sales Orders are excluded).
Consumption Work Order Lines with a Document Status other than "Finished" and due dates on or before the Plan End Date.
Active Forecasts ending on or before the Plan End Date (Forecast consumption is not calculated automatically—manual adjustments to Sales Forecasts may be necessary if Sales Orders with future dates affect the forecasts).
Transfer Orders with a Shipment Date on or before the Plan End Date.
Safety Stock levels.
Supply:
Open Purchase Orders with expected receipt dates on or before the Plan End Date (closed Purchase Orders are excluded).
Output Work Orders with a Document Status other than "Finished" and an Ending Date on or before the Plan End Date.
Transfer Orders with an Expected Receipt Date on or before the Plan End Date.
Item Quantity on Hand.
Supply and Demand Reorder Cycle Calculation
The system will:
Bucket the supply and demand by each SKU's Reorder Cycle.
Calculate the Net Demand by subtracting supply from demand for each reorder cycle.
Create supply orders based on negative Net Demand:
Use the Reorder Quantity if the absolute value of Net Demand is less than the Reorder Quantity (the system rounds up using Order Multiples set on the SKU card).
Explode Work Orders to create demand for components.
For items using Formula Versions, the system will search for a certified Formula Version with:
Certification Status = Certified
Start Date <= Plan Date
End Date >= Plan Date
The Supply Plan will summarize all supply orders by Reorder Cycle, Item, and Warehouse, creating corresponding supply plan lines.
For Work Orders with outside service Work Centers, the system will suggest both Work Orders and related Outside Service Purchase Orders.
Tip: If running the Supply Plan with multi-level BOMs results in Salesforce Governor's Limit errors, enable queueable methods by navigating to Custom Settings → System Settings. Create a new parameter:
Name: EnableSupplyPlanCalcQueueable
Value: True
Editing the Supply Plan
You can edit Supply Plan Lines directly before generating supply orders. To make changes after the orders are created, you'll need to modify the order itself.
Modify the Quantity, Order Date, or Due Date as needed before creating orders.
Reviewing Calculation Lines
The Calculation Line tab provides detailed insights into the Supply Plan. It lists each calculation line in order and includes details such as Action, Supply/Demand, and whether Work Orders have been exploded for component demand.
GF3010 Calculation Line Analysis Report
This report shows supply and demand data grouped by Item, Warehouse, and Plan Date. If everything works correctly, the Cumulative Quantity Base by Plan Date, Item, and Warehouse should be ≥ 0. If greater than 0, this indicates you have stock remaining after meeting demand.
GoldFinch limits Salesforce Reports to 2,000 records. You can export the data to Excel using the "Formatted Report" option for easier analysis.
Creating Orders
Once you’ve reviewed and edited the Supply Plan lines, you can generate the supply orders.
Use different views to limit the records:
Create Purchase Orders
Create Work Orders
Create Transfer Orders
Select the lines you want to use to create orders and click Create Orders.
When generating orders:
Purchase Orders are grouped by Vendor, Warehouse, Order Date, and Due Date.
Work Orders are grouped by Item.
Transfer Orders are grouped by Warehouse, From Warehouse, Order Date, and Due Date.
