Global Settings - Supply Planning

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A method of applying a configuration parameter at the system level. Global settings can be used to do the following:

• Enable or disable features

• Define limits and boundaries to sets of data

• Control parameters used during processing

These are a few of the more common global settings that apply to the Supply Planning module. Contact your Technical Support representative for assistance configuring global settings in your installation of Servigistics.

ALLOW_MASS_APPROVAL_TO_CO_ORDERS

Description	Default Value	How Used
Determines the degree of mass approval of host updated orders when Order Planned is set to C. • When set to false, the mass approval of host updated orders is strictly enforced. • When set to true, and the PWS_EDIT_CO_ORDERS global setting is set to true, the mass approval of host updated orders is not strictly enforced.	For upgrades, the value is set to false For new installations, the value is set to true	This global setting is respected on the following pages: • Procurement • Repair • Replenishment

APPLY_RETURN_WR_AND_NFF_TO_CONSUMABLES

Description	Default Value	How Used
Enables the No Fault Found (Returns) Consumables feature • When set to false the feature is disabled • When set to true the feature is enabled	false	This global setting impacts the following pages: • SKU Parameters container on the Forecast tab of the Interactive Planner Worksheet • Order/SKU Parameters container on the Plan tab of the Interactive Planner Worksheet

DEPLOYMENT_LOADGAP_LOC_LIMIT

Description	Default Value	How Used
Modifies the sequence of background execution steps when loading data if there are more than the specified number of location records. This improves the page load performance.	500	This global setting improves the load performance on the Deployments tab of the Interactive Planner Worksheet.

ENABLE_ADVANCED_LAYOUT_IPWS

Description	Default Value	How Used
Enables the Advanced Layout option on Interactive Planner Worksheet • When set to false the feature is disabled • When set to true the feature is enabled	false	This global setting impacts the following pages: • Configure button on the Interactive Planner Worksheet

ENABLE_PINNING_ALL_LOCATIONS

Description	Default Value	How Used
Determines if All locations can be pinned in the Orders container of the Interactive Planner Worksheet • When set to true, selecting All in location selector of the Orders container and clicking will show all locations on the Orders container. The Orders container will remain showing All locations even if the location is changed on the toolbar of the Interactive Planner Worksheet. • When set to false, the location is not pinned on the Orders container.	false	This global setting impacts the following pages: • Orders container on the Plan tab of the Interactive Planner Worksheet

OP_ADD_DAYS_TO_LT_TO_CALC_TRIGGER_INVENTORY_POSITION

Description	Default Value	How Used
The number of days to add to the lead time for considering child sales orders.	0	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_BALANCE_UPTO_SMAX

Description	Default Value	How Used
Determines whether the balance action will raise the On Hand quantity up to the Stock Maximum or to (ROP+1) • When set to false the On Hand quantity is raised to (ROP+1) • When set to true the On Hand quantity is raised to Stock Maximum	false	This global setting impacts the calculation of the following modules: • Supply Planning

OP_BALANCE_USE_ONHANDEXCESS

Description	Default Value	How Used
Allows a balance source SKU to consider the full Inventory Position to determine excess and is much closer to the time-phased result. When set to true: • Order Plan will compare today’s On Hand Good to ROP and Stock Maximum, which have already added forecast over lead time but not added incoming orders over the same period, which the Time-Phased ROP Order Policy already does. • The number of balance orders that can be made will be reduced. When set to false, Order Plan has the risk of stocking out during lead time if the incoming orders are at the end of the lead time.	false	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_ENABLE_TRIGGER_NEED_TO_SMAX

Description	Default Value	How Used
Determines how the Order Plan process treats order replenishment: • When set to false the replenishment source only orders for actual replenishment requests • When set to true the replenishment source also orders for the need of the replenishment children, up to the stock maximum, even though they may still be above ROP and not creating orders	true	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_IGNORE_ORDER_DATE_IN_TRIGGERPT

Description	Default Value	How Used
Determines whether the Trigger Point and Time-Phased ROP Order Policies ignore the order date calendar or ordering as late as possible and create an order today if there is a need today. • When using Trigger Point, setting this to true is practical, to be able to see today's replenishment deficit or the replenishment order that will only be created in the future when that future order date becomes today. • When using Time-Phased ROP, setting this to false is more consistent with Time-Phased Safety Stock to only use valid order dates or order as late as possible because the future orders are generated and shown today.	false	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_INCLUDE_SALES_ORDERS_TO_CALC_TRIGGER_INVENTORY_POSITION

Description	Default Value	How Used
Determines whether the Time-Phased Safety Stock and Time-Phased ROP Order Policies include sales orders. • When set to true, sales orders are included. • When set to fales, sales orders are not included.	true	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_OVERDUE_ORDERS_AVAILABLE_TOMORROW

Description	Default Value	How Used
Determines if the Effective Available Date of an order is changed from today’s date to tomorrow’s date. • When set to true, the Effective Available Date is set to tomorrow for any overdue order that calculates an Effective Available Date equal to today. • When set to false, the Effective Available Date is not altered for overdue orders.	• false for upgrades • true for new installations	This global setting impacts the Order Plan calculation.

OP_REDUCE_PARENT_NEED_BY_IP_EXCESS

Description	Default Value	How Used
Determines if excess from a child location is rolled to the parent location instead of creating a replenishment order from the parent. When a child location has Replenishment Need to Stock Maximum be pre-ordered by its replenishment parent today while there is still excess in the network and when the child actually reaches ROP in the future • When set to true, all excess from child locations are rolled up to the Inventory Position of the parent location to reduce orders. • When set to false, the Inventory Position of the parent location does not include excess from child locations.	false	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_SCS_MOVE_TG_TO_AVAIL

Description	Default Value	How Used
Controls whether the time gate is moved to the next available calendar date or a prior calendar date. • When set to a the time gate is moved to the first date after the available date • When set to b the time gate is moved to the first calendar date before the available date • When set to n the time gate is not moved	a	This global setting impacts the following features: • Schedule Chain Suppression

OP_SCS_TG_RESPECT_CAL

Description	Default Value	How Used
Controls whether the calendar is respected when using the Schedule Chain Suppression feature. • When set to false the calendar is not considered • When set to true the calendar is considered	true	This global setting impacts the following features: • Schedule Chain Suppression

OP_SHORTAGE_SORT_CRITERIA_1

Description	Default Value	How Used
Determines how the sorting of shortage locations is done in Balancing. • When set to q the sorting of short locations is performed based on Quantity • When set to s the sorting of short locations is performed based on Stock Out Days at Destination	false	This global setting impacts the calculation of the following modules: • Supply Planning

OP_TIME_PHASED_ROP_ENABLE

Description	Default Value	How Used
Determines if the Time-Phased ROP Order Policy is used. • When set to true: ◦ The Time-Phased ROP Order Policy logic is enabled ◦ The existing Trigger Point and Time-Phased Safety Stock Order Policies are disregarded ◦ The Perform Upchain Excess Transfer and Perform Substitution Excess Transfer fields on the General tab of the Ordering Parameters page are enabled. • When set to false, the Time-Phased ROP Order Policy logic is not used and the existing Trigger Point and Time-Phased Safety Stock Order Policies are in effect.	false	This global setting enables the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_TIME_PHASED_ROP_INCLUDE_CALENDAR_NEED

Description	Default Value	How Used
Enables ordering for gaps in available dates, such as closed periods. • When set to true, the Order Plan process orders extra inventory to cover need until the next order available date. This should be enabled if using calendars. • When set to false, the Order Plan does not order extra inventory for need until the next order available date.	true	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_TIME_PHASED_ROP_IP_DAYS_TO_OUTPUT

Description	Default Value	How Used
A numeric value that determine how many daily columns to display on the Inventory Position Summary container of the Interactive Planner Worksheet For example: • When set to 14, 14 daily columns are displayed • When set to 21, 21 daily columns are displayed After this number is reached, the columns are displayed as the first and last day of the period, through the horizon.	true	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

OP_TIME_PHASED_ROP_OUTPUT_ZERO_QTY_RECS

Description	Default Value	How Used
Determines if the Time-Phased ROP and Trigger Point Order Policies will output today's zero recommended quantity replenishment orders. • When set to true, the zero recommended quantity replenishment orders are created • When set to false, the zero recommended quantity replenishment orders are created	true	This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules: • Supply Planning

RESTRICT_MANUAL_ORDER_CREATION

Description

Default Value

How Used

Restricts the creation of orders on the Orders container of the Interactive Planner Worksheet.

Use this chart to understand how the global setting impacts order creation by Order Type

Order Type	Global Setting = true	Global Setting = false
Balancing	The Source Location Name is a drop-down list that contains valid locations with no search option	The Source Location Name is a drop-down list of locations with search option ()
Excess Recall	N/A	N/A
Procurement	The Vendor Location Name is a drop-down list that contains valid locations with no search option	The Vendor Location Name is a drop-down list of locations with search option ()
Repair	The Vendor Location Name is a drop-down list that contains valid locations with no search option	The Vendor Location Name is a drop-down list of locations with search option ()
Replenishment	The Source Location Name is pre-populated and cannot be changed	The Source Location Name is a drop-down list of locations with search option ()

When the RESTRICT_MANUAL_ORDER_CREATION global setting is set to true the following rules apply:

• The Order Types that appear in the dropdown list reflect the ordering properties of the SKU.

For example, if a SKU can be repaired then Repair is displayed in the dropdown list. If a SKU can be procured, then Procure is displayed in the dropdown list.

• The Location cannot be changed when a new order is created or an existing order is modified.

false

Restrictions apply only to orders created on the Orders container of the Interactive Planner Worksheet.

Existing orders are not impacted. Setting RESTRICT_MANUAL_ORDER_CREATION to true only impacts the creation of new orders.

USE_TIME_PHASED_LEVELS

Description	Default Value	How Used
Controls whether the Order Planning process uses the stock levels of the current slice over the planning horizon or uses the stock levels of each individual slice • When set to false the stock level values that are computed by the Inventory Optimization process for the current slice are used for all slices • When set to true the stock level values that are computed by the Inventory Optimization process for each corresponding slice are shown in the Time Series Grid on the Interactive Planner Worksheet, and the values are used by each slice for ordering	true	This global setting impacts the following pages: • Interactive Planner Worksheet

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