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Planning connects commercial commitments, purchasing, manufacturing and stock to determine what is missing, when it is needed and how to cover it.

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Concepts in this group

Demand and supply

Confirmed requirements, expected receipts and projected stock.

Demand and supply allocation

Relationship between requirements, current stock and future receipts.

Forecasts and assistants

Purchasing or manufacturing suggestions before you create documents.

Procurement policy

Rules that specify whether an item is purchased, manufactured or ignored.

Customers

Master data that identifies where commercial demand comes from.

Suppliers

Master data and supply terms for purchasing.

Sales orders

Customer commitments that generate demand when you confirm their lines.

Purchase orders

Supplier commitments that generate supply when you confirm their lines.

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How they fit together

Confirmed orders and manufacturing generate demand or supply. Allocation calculates which requirements are covered by current stock and future receipts. The procurement policy defines how to replenish each item. Forecasts are recommendations and do not count as supply of the forecast item. A manufacturing forecast can immediately generate demand for its components; when you convert it into a request or order, the manufactured product becomes part of expected supply. Read the pages in this group for each document’s statuses, calculations and rules.