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Scheduling in PP - Lead time vs Basic date scheduling - Planned order vs Production order

RaghavanKathamuthu
Contributor
3 weeks ago
831

Intro:

Lets see the scheduling in SAP PP. This may be useful for someone. We should not get confused between planned order scheduling and production order scheduling.

The scheduling happening in MRP run are relevant only to Planned orders. This is planned order scheduling.

When we convert the planned order to production order an another set of scheduling will happen. This is production order scheduling.

Overview: 

I) Scheduling types for planned orders:

I.1. Basic date scheduling

I.1.a) Lot independent basic date scheduling

I.1.b) Lot dependent Basic date scheduling

I.2. Lead time scheduling

II) Scheduling types for production orders:

II.1. Detailed Lead time scheduling

Terms you need to be aware.

Opening date - This will be available only in planned order. Also its just reference field and will not affect scheduling and dependent requirements of planned orders at all. Its just a time frame given to planner to convert the planned order to production order. Usually planner will open CO41 / COHV report based on opening date to covert the planned orders.

Opening date = Planned order start date - Opening period.

Release date - This will be available only in the production order. Also its just reference field and will not affect scheduling at all. Its just a time frame which is used by planner to filter the production orders in COHV report to filter and release the production orders.

Release date = Production order scheduled start date - Release period

Float before and float after production will actually affect the scheduling in planned orders (Only lead time scheduling) and production orders.

RaghavanKathamuthu_26-1726663538855.png

Order start date = start date in planned order or basic start date in production order.

Order end date = end date in planned order or basic end date in production order. 

Production start date in planned order = scheduled start date in production order

Production end date in planned order = Scheduled end date in Production order

RaghavanKathamuthu_2-1726655588190.pngRaghavanKathamuthu_4-1726655647062.png

Note: Get familiarize with the dates by seeing the dates in MD13 and CO03 tcodes.

Prerequisites:

I have created a flow of creating master data, PIR, MRP run, and conversion of planned order to production order. Will explain the types of scheduling (both planned and production orders) on the flow.

OPU5 - Planned order configs

RaghavanKathamuthu_4-1726511252428.png

Here the adjust dates field to be mentioned as above. So the system will dynamically change the planned order start and end date according to the situation.

OPU3 - Production order configs

RaghavanKathamuthu_5-1726511373387.png

Here the scheduling check box is always checked. Production orders and process orders are scheduled at a detailed planning level using the routing or master recipe. The adjust dates to be set as above. So the dates in operation can be dynamically change according to the capacity plan and schedules.

Note: Both this configs will me mapped to material master via the production supervisor in work scheduling view.

Master data - MRP1 view:

RaghavanKathamuthu_2-1726510880869.png

Here in schedule margin key Opening period = 10 days, Float before production = 1 day, Float after production = 2 day, Release period = 5 days.

Master data - Routing: 3 operations with 8 hrs. Total 24 hrs in same work center.

RaghavanKathamuthu_0-1726510734621.png

Master data - Work center: 8hr working per day.

RaghavanKathamuthu_7-1726514316993.png

So the WC has to work 24 hr to produce 1 pc and it will take 3 day to complete it as per above routing.

Master data - BOM:

RaghavanKathamuthu_1-1726510757437.png

Main part: Backward scheduling only discussed

I.1.a) Lot independent basic date scheduling: Planned orders

This scheduling mode uses only uses the data mentioned in material master and will not consider the routing data. So this mode will not consider the order quantity. Also this will affect the Inhouse and external product differently.

RaghavanKathamuthu_0-1726650773936.png

In MD01 itself its mentioned that its for planned orders.

Material master fields considered for scheduling are In house production time & GR processing time in MRP 2 view

Scenario : After MRP run scheduling mode 1 - basic date scheduling - lot independent

I.1.a.a) Inhouse production material - MD04 screen for header material

RaghavanKathamuthu_13-1726517419051.png

Note: In calendar you can see the italic days and red highlighted days are holidays.

RaghavanKathamuthu_9-1726658032591.png Note: Use this pic to go from back date to front date

Requirement date = 04.10.2024 As per configuration the scheduling will be takes place backwards

Planned order end date = Requirement date - GR processing time (working days) = 04.10.24 - 1 = 02.10.24

Planned order start date = Planned order end date - In-house production time (working days) = 02.10.24 - 1 (03.10.24 Holiday) = 01.10.24

Opening date = Plnd Order start date - Opening period (Working days) = 01.10.24 - 10 = 17.09.24 (dummy date no affect on scheduling)

RaghavanKathamuthu_8-1726656800551.png

Available for MRP = Planned order end date + GR processing time = 02.10.24 + 1 day = 04.10.2024.

Here the scheduling margin key have no effect on lot independent scheduling. Now lets convert the planned order to production order. Here comes another topic.

II.1) Production order Scheduling - Lead time scheduling.

Even though we done basic date scheduling for planned orders when we convert planned order to production order the system will do lead time production scheduling by considering the routing data.

Here a question may rise - Then why basic date scheduling in planned order? Please comment your opinion.

RaghavanKathamuthu_4-1726522733609.png

Note: Here you have to consider the start time and end time of work center to calculate the dates

RaghavanKathamuthu_5-1726522974256.png

RaghavanKathamuthu_20-1726662716326.png

Now system determines the start date of production order as its backward scheduling.

Note: In the pic start from basic end date and go till release date to understand the calculation

Basic end date = picked from end date of planned order = 02.10.2024

Scheduled end date = Basic end date - float after production = 02.10.2024 - 1 = 30.09.23

Scheduled start date = Scheduled end date - Routing data = 30.10.24 - 6 (2pc*3days) = 23.09.24 

Basic start date = Scheduled start date - Float before production = 23.09.24 - 2 = 19.09.24

Release date = Scheduled start date - release period = 23.09.24 - 5 = 16.09.24 (just time No affect on scheduling)

Note: The basic date in production order is getting updated as per new scheduling. The work center start and end time to be considered during calculation.

I.1.a.b) External procurement material - Lot independent Scheduling

Here the component is external material. So the material master date considered for scheduling are Planned deliver time, GR processing time in MRP2 view and Purchase processing time from configs (OPPQ).

RaghavanKathamuthu_11-1726515849651.png

Here you can see the planned order start date of header material (01.10.24) is moved as dependent requirement date to the component and not the opening period (17.09.24).

RaghavanKathamuthu_18-1726662069121.png

Planned dates = Requirement date = 01.10.24

Delivery date (end) = Planned date - GR processing date (working day) = 01.10.24 - 1 = 30.09.24

Release date (Start) = Delivery - Purchasing processing time (OPPQ) (Working days) - Planned delivery time (Calendar days) = 01.10.24 - 1 - 5 (Incl holidays) = 24.09.24

Note: If the start in past is not activated in customizing then forward scheduling will be done Link.

I.1.b) Lot dependent Basic date scheduling

Here the System will consider the order quantity to do scheduling.

RaghavanKathamuthu_12-1726517106262.png

You can update these values by running the report CA97N. Based on routing values the report will update the fields accordingly.

Scenario : After MRP run scheduling mode 1 - basic date scheduling - lot dependent

I.1.b.a) Inhouse production material - MD04 screen for header material

Material master data considered for calculating the start and end date of planned order are Setup time, Processing time, Interoperation time, Base quantity in the Work scheduling view and GR processing time.

Note: Here the processing time is only let dependent. Interoperation and processing time are default values.

RaghavanKathamuthu_15-1726517900856.png

RaghavanKathamuthu_17-1726661573318.png

Requirement date = 04.10.2024. As per configuration the scheduling will be takes place backwards

Planned order end date = Requirement date -  GR processing time (wrk day) = 04.10.24 - 1 = 02.10.24

Planned order start date = Plan order end date - (Processing time * order quantity) (wrk day) + interoperation time (wrk day) + setup time (wrk day)  = 02.10.24 - (1*2) + 1 + 2 = 04.10.24 - 5 = 25.09.24

Opening date = Plnd Order start date - Opening period (Working days) = 25.09.24 - 10 = 11.09.24 (dummy date no affect on scheduling)

I.1.b.b) External procurement - there are no changes as there are no work scheduling view in raw materials

RaghavanKathamuthu_16-1726519159209.png

RaghavanKathamuthu_18-1726662069121.png

Planned dates = Requirement date = 25.09.24

Delivery date (end) = Planned date - GR processing date (working day) = 25.09.24 - 1 = 24.09.24

Release date (Start) = Delivery date - Purchasing processing time (OPPQ) (Working days) - Planned delivery time (Calendar days) = 24.09.24 - 1 - 5 (Incl holidays) = 18.09.24

I.2) Lead time scheduling: Planned order

Here the system will consider the routing data to determine the planned start and end date of planned order. But even though it will not do capacity planning see . This method is useful if you use capacity leveling at planned order level See.

Scenario : After MRP run with scheduling mode 2 - Lead time scheduling.

Inhouse production:

RaghavanKathamuthu_17-1726520098847.png

Inside planned order you can see an additional tab called detailed scheduling. This will not be available in basic date scheduling.

RaghavanKathamuthu_18-1726520300056.png

Here the capacity of work center is 8 Hr. In routing I mentioned 8hr in each operation. Here 2 quantity so its 16 hrs for each operation. So each operation takes place 2 day in single work center. All together 6 days

RaghavanKathamuthu_23-1726662924003.png

Requirement date = 04.10.2024. As per configuration the scheduling will be takes place backwards

Planned end date = Requirement date -  GR processing time (wrk day) = 04.10.24 - 1 = 02.10.24

production end date = Pln end date + Float after production = 02.10.24 - 1 = 01.10.24

Production start date = Production end date - Routing data = 01.10.24 - 6 = 23.09.24

Planned start date = Production start date -  Float before production = 23.09.2024 - 2 = 19.09.2024

Opening date = pln start date - opening period (wrk days) = 19.09.24 - 10 days = 05.09.24 (dummy date no affect on scheduling)

External procurement:

No change as there are no routing.

RaghavanKathamuthu_0-1726521991242.png

Here the operation start date of the header material has been passed to the component as the dependent requirement date.

RaghavanKathamuthu_1-1726522213079.png

Now let me convert the planned order of header material to production order.

Scheduling in Production.

Here we done the lead time scheduling in planned order. The scheduling in production order also lead time scheduling.

RaghavanKathamuthu_3-1726522456028.png

As all the dates are determined in planned order its by lead time scheduling the date from planned order are just copied to production order.

RaghavanKathamuthu_12-1726659006855.png

Basic end date = picked from end date of planned order = 02.10.2024

Scheduled end date = Basic end date - float after production = 02.10.2024 - 1 = 30.09.23

Scheduled start date = Scheduled end date - Routing data = 30.10.24 - 6 (2pc*3days) = 23.09.24 

Basic start date = Scheduled start date - Float before production = 23.09.24 - 2 = 19.09.24

Release date = Scheduled start date - release period = 23.09.24 - 5 = 16.09.24 (just time No affect on scheduling)

Conclusion:

I hope this will help you to understand the scheduling in PP. Comment if there are discrepancies. Also have a look to link.

 

 

 

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