Setting up Period Template - Basic Data and Requirements Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Create a Calendar

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running this particular functionality.

Windows:
Calendar

  1. Create a calendar.
  2. Generate the calendar.

General exercise for Creating Calendar

Main Exercises

Purpose: The purpose of these exercises is to show you how to create a period template.

Windows:
Period Template Maintenance

Create Period Template

  1. Open the Period Template Maintenance window.
  2. Create a new record (F5).
  3. In the Site list, select your site.
  4. In the Template ID field, enter 10.
  5. In the Template Description field, enter Day–Week as the description.  
  6. In the Calendar field, select the site calendar, * (asterisk), from the List of Values.
  7. In the Period 1 Begin Date field, select today as beginning date for Period 1(default value is today date).
  8. Save your changes. 

Note: If this is the first period template created for your site the system will first create a default period template before you will be able to save your own period template. The system created template will use Template ID 1.

  1. In the header portion of the window, right-click and then click Create Period. Create two periods using the information in the table below.
  2. Enter the number of periods that you want to create for this plan period unit.
  3. Enter the period length, which represents the number of plan period units that should be included in each period.
  4. In the Plan Period Unit list, select the unit of the period length.
  5. Click OK. The Length in Work Days, Period Begin Date, and Period End Date fields are updated automatically.
Period No Number of Periods Period Length Plan Period Unit
1 14 1 Day
2 4 1 Week
  1. You can remove periods right-clicking and then clicking Delete Periods.
  2. By default, the last period number in the template will be the start period from which to delete.
  3. Enter the period number to which you want to delete.
  4. Click OK.

Note: You have now created a period template that can be used by the various manufacturing planning modules.

Copy Period Template

  1. Open the Period Template Maintenance window.
  2. Query for Template ID 10, which was created in the previous exercise.
  3. In the header portion of the window, right-click and then click Copy Current Template to copy the calendar.
  4. Enter a target site, template ID, template description, and beginning date for the period.
  5. Click OK.
  6. Follow steps 9–13 in the Create Period Template exercise above,  to create a different number of periods.

Note: In the Period Template Maintenance window, you can recalculate the template so it matches the run date for MRP and other manufacturing planning modules. The same functionality is also available in the planning modules.

Copying forbidden: The material in this manual is protected by copyright law, and may not be copied entirely or in part, without the prior permission of Industrial & Financial Systems AB. © 2012 Industrial & Financial Systems AB