Enable Time-Phased ROP
Use these instructions to enable the Time-Phased ROP Order Policy in your installation of Servigistics.
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Contact your PTC Technical Consultant to assist with enabling the Time-Phased ROP feature.
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2. Update the Order Policy for all records on the Ordering Parameters page to Trigger Point.
Even though setting the OP_TIME_PHASED_ROP_ENABLE global setting to true will override all Order Policy parameter settings, there are processes in the Supply Planning calculation that could be processed as if the SKU was defined as having an Order Policy of Time-Phased Safety Stock. This could lead to inaccurate order plans. Therefore, setting all Order Policy parameters on the Ordering Parameters page to Trigger Point will eliminate this risk.
3. Specify the ordering horizon parameters on the Ordering Parameters page:
a. Define the number of days to generate orders on the Days to Generate Orders parameter.
b. Specify the horizon for the Time Series Grid container by setting the Forecast Horizon Days parameter to a specific value or use the Use Max LT option and specify the Max Auto Horizon.
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All SKUs in a group of associated parts (GAP) must generate orders for the same number of days.
• For a given GAP, the longest specified days to generate orders is used.
• If the Days to Generate Orders parameter is not specified, the number of days will be 1 (today).
When using the Time-Phased Safety Stock Order Policy, the Days to Generate Orders parameter is not the same as the planning horizon. The planning horizon includes the last day for orders to be available. The actual last order date would be the planning horizon minus the lead time days.
• If the procurement lead time is 6 months and the Forecast Horizon Days is 365 days, the Days to Generate Orders equivalent would be 6 months.
• Setting Days to Generate Orders to the horizon value will increase the actual ordering horizon. You may want to choose something less that considers lead times.
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4. Configure the Central Streams for downstream replenishments of Internal Demand Forecast.
a. Select the Count In Order Plan check box on the Forecast Streams page for all internal streams.
5. Configure the following global settings:
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Global Setting
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Value
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Tip
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OP_ADD_DAYS_TO_LT_TO_CALC_TRIGGER_INVENTORY_POSITION
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0
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The Time-Phased ROP Order Policy already considers calendar-aware lead times and correctly considers child sales orders outside of lead time. Therefore there is no need to add additional days. Adding additional days could cause under ordering.
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OP_BALANCE_USE_ONHANDEXCESS
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false
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This allows a balance source SKU to consider the full Inventory Position to determine excess and is much closer to the time-phased result.
If you set this global setting 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.
If you set this global setting 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.
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OP_ENABLE_TRIGGER_NEED_TO_SMAX
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true
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This allows replenishment locations to be prepared for the full EOQ of the replenishment orders of the child and prevents under ordering.
If this global setting is false, both the Trigger Point and the Time-Phased ROP Order Policy cannot pre-order in anticipation of a large quantity replenishment order, such as an EOQ > 1. This can result in small to large shortages which are generally proportional to the replenishment order size. The larger the replenishment order size, the larger the shortage in the future.
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OP_IGNORE_ORDER_DATE_IN_TRIGGERPT
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false
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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.
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OP_INCLUDE_SALES_ORDERS_TO_CALC_TRIGGER_INVENTORY_POSITION
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true
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The Time-Phased Safety Stock Order Policy includes sales orders. The Time-Phased ROP Order Policy handles sales orders just as well as the Time-Phased Safety Stock Order Policy, therefore there should be no reason not to include them.
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OP_REDUCE_PARENT_NEED_BY_IP_EXCESS
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false
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If you anticipate a lot of excess, change this setting to true.
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OP_TIME_PHASED_ROP_ENABLE
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true
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This enables the Time-Phased ROP Order Policy
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OP_TIME_PHASED_ROP_INCLUDE_CALENDAR_NEED
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true
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This enables Order Plan to order extra inventory to cover need until the next order available date.
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OP_TIME_PHASED_ROP_IP_DAYS_TO_OUTPUT
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14
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This sets the number of daily columns on the Inventory Position Summary tab of the Interactive Planner Worksheet
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OP_TIME_PHASED_ROP_OUTPUT_ZERO_QTY_RECS
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true
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This controls if Time-Phased ROP and Trigger Point Order Policies will output today's zero recommended quantity replenishment orders.
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