Usage Period Templates

The intention of usage period templates is, that the user does not have to enter all usage periods for each planning calibration, but instead can use templates.

To create a new usage period template go to “Usage Period Templates” via the search function and then press “New”.

Figure 1: New Usage Period Template

This opens a new Usage Period Template.

Figure 2: Usage Period Template - Example

The result for the above example are the following usage periods:

Figure 3: Calculated Usage Periods from Template

As you can see, the first period calculated is not April 2020 but March 2020. This is due to the field “Account Current Period”. This ensures that the month of April is omitted, as this is the current period. If the “Last day” field were not activated in this case, the periods would not always end exactly at the end of the month.

The above example is based on the working date of 6 April 2020.

Explanation of the individual fields:

A

Account Current Period

Specifies whether the current period should be included. If this is not desired, the first usage period is offset by exactly one period. However, the number of back-calculated periods remain the same.

Assembly Components Demand

Specifies if Assembly Components Demand should be calculated.

C

Calculation Method

Specifies the Calculation Total Method to be used for calculation.

Calculation Period

Specifies the date formula to be used for the calculation. Only “simple” date formulas such as 3W are permitted. A link such as 2M+2W is not possible. You could also interpret the field as the distance between eatch usage period.

Closing Day

Specifies the closing day for this template. If the starting day, starting month, closing day, and closing month are left blank, the work date is used as the calculation basis.

Closing Month

Specifies the closing month for this template. If the starting day, starting month, closing day, and closing month are left blank, the work date is used as the calculation basis.

Code

Specifies the number of the entry or record involved according to the defined number series.

Created at

Specifies when the template was created. This value is set automatically when the template is created.

Created by

Specifies the name of the user who created the template. This value is set automatically when the template is created.

D

Description

Specifies a description for this template.

F

Forecast Demand

Specifies if Forecast Demand should be calculated.

I

Item Ledger Entry Sales

Specifies if Item Ledger Entry Sales should be calculated.

Item Ledger Entry Usage

Specifies if Item Ledger Entry Usage should be calculated.

Item Ledger Entry Negative Adjustments

Specifies if Item Ledger Negative Adjustment should be calculated.

Item Ledger Entry Transfers

Specifies if Item Ledger Entry Transfers should be calculated.

J

Job Planning Lines Demand

Specifies if Job Planning Lines Demand should be calculated.

L

Last Day

Specifies whether the period always ends with its last day as month have different day lengths.

N

No. of future Periods

Specifies the no. of periods that will be calculated forward.

No. of Periods

Specifies the number of periods to be calculated backwards.

No. of Workdays Inventory Cost

Specifies the no. of Workdays that will be used for inventory cost calculation

P

Production Components Demand

Specifies if Production Components Demand should be calculated.

S

Sales Orders Demand

Specifies if Sales Orders Demand should be calculated.

Service Lines Demand

Specifies if Service Lines Demand should be calculated.

Starting Day

Specifies the starting day for this template. If the starting day, starting month, closing day, and closing month are left blank, the work date is used as the calculation basis.

Starting Month

Specifies the start month for this template If the starting day, starting month, closing day and closing month are left blank, the work date is used as the calculation basis.

T

Transfer Negative Adjustments Demand

Specifies if Transfer Neg. Adj. Demand should be calculated.