ORP - Order Proposal

Reference process for determining demand and creating purchase proposals in BE-terna Fashion.

Meta Process

With the help of the order proposal, demands from sales orders and component provision can be determined and planned. Based on gross demand (remaining order quantity/remaining quantity to be provided), available inventory, and expected goods receipts (remaining purchase order quantity), the system determines the net demand and, if necessary, generates purchase orders from it.

graph LR;

%% Nodes
A(ORP<br>Order Proposal)
B(ORP-0010<br>Create order proposal)
C(ORP-0020<br>Create proposal)
D(ORP-0030<br>Edit proposal)
E(ORP-0040<br>Create procurement documents)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

ORP-0010 - Create order proposal

The document is created. The type of calculation determines whether models for sales orders, components for provision, or both at the same time are to be planned. The parameters “Orders up to Goods Issue Date”, “Orders up to Goods Receipt Date”, and “Order Components up to Provision Date” define the time horizon for the calculation. Additional filters can be used to restrict planning: sales order season filter, item number filter, item category filter, location filter, vendor filter (relates to the vendor on the item card).

Incoming processes:

ORP-0020 - Create proposal

Using the “Create Proposal” function, the demands, inventory, and still open procurement quantities are calculated. The scope of the calculation depends on the parameters and filters entered in the order proposal header. If, according to the system, a purchase order is necessary, an order proposal line is created by the system. In the order proposal line, in addition to the most important item information, the quantities relevant for planning are shown:

  • Inventory Quantity –> Current inventory
  • Sales Order Remaining Quantity –> Remaining quantity in sales orders (quantity still to be delivered)
  • Purchase Order Remaining Quantity –> Remaining quantity in purchase orders (quantity still expected)
  • Advice Remaining Quantity –> Remaining quantity in advice documents (goods in transit)
  • Remaining Quantity to be Provided –> Remaining quantity in component provision lines

The balance (net demand) is formed from the individual quantities:

  • Balance = Sales Order Remaining Quantity + Remaining Quantity to be Provided - Inventory - Purchase Order Remaining Quantity - Advice Remaining Quantity

A negative balance (gross demand covered in excess by inventory and procurement quantities) is displayed with Quantity = 0.

A positive balance (shortfall) is proposed in the “Procurement Quantity” field as the quantity to be procured.

Incoming processes:

ORP-0030 - Edit proposal

The generated order proposal lines can be checked and adjusted by the user. The user has the option of adjusting the quantity to be procured in the “Procurement Quantity” field or deleting lines from the proposal completely. Using the “Trigger Procurement” flag, the lines are activated for the next step “Create documents”.

ORP-0040 - Create procurement documents

Using the “Create Procurement Documents” function, the documents to be processed further (purchase orders) are created. All lines marked with the “Trigger Procurement” flag are taken into account. The system creates one purchase order document per vendor and transfers the values from the “Procurement Quantity” field into the corresponding created purchase order lines.

Outgoing processes:

Instances

ORP-MUC - Order Proposal Model and Component

graph LR;

%% Nodes
A(ORP-MUC<br>Order Proposal<br>Model and Component)
B(ORP-MUC-0010<br>Create order proposal)
C(ORP-MUC-0020<br>Create proposal)
D(ORP-MUC-0030<br>Edit proposal)
E(ORP-MUC-0040<br>Create procurement documents)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive
ORP-MUC-0010 - Create order proposal

The document is created. The type of calculation determines whether models for sales orders, components for provision, or both at the same time are to be planned. The parameters “Orders up to Goods Issue Date”, “Orders up to Goods Receipt Date”, and “Order Components up to Provision Date” define the time horizon for the calculation. Additional filters can be used to restrict planning: sales order season filter, item number filter, item category filter, location filter, vendor filter (relates to the vendor on the item card).

ORP-MUC-0020 - Create proposal

Using the “Create Proposal” function, the demands, inventory, and still open procurement quantities are calculated. The scope of the calculation depends on the parameters and filters entered in the order proposal header. If, according to the system, a purchase order is necessary, an order proposal line is created by the system. In the order proposal line, in addition to the most important item information, the quantities relevant for planning are shown:

  • Inventory Quantity –> Current inventory
  • Sales Order Remaining Quantity –> Remaining quantity in sales orders (quantity still to be delivered)
  • Purchase Order Remaining Quantity –> Remaining quantity in purchase orders (Quantity still expected)
  • Advice Remaining Quantity –> Remaining quantity in advice documents (goods in transit)
  • Remaining Quantity to be Provided –> Remaining quantity in component provision lines

The balance (net demand) is formed from the individual quantities:

  • Balance = Sales Order Remaining Quantity + Remaining Quantity to be Provided - Inventory - Purchase Order Remaining Quantity - Advice Remaining Quantity

A negative balance (gross demand covered in excess by inventory and procurement quantities) is displayed with Quantity = 0.

A positive balance (shortfall) is proposed in the “Procurement Quantity” field as the quantity to be procured.

ORP-MUC-0030 - Edit proposal

The generated order proposal lines can be checked and adjusted by the user. The user has the option of adjusting the quantity to be procured in the “Procurement Quantity” field or deleting lines from the proposal completely. Using the “Trigger Procurement” flag, the lines are activated for the next step “Create documents”.

ORP-MUC-0040 - Create procurement documents

Using the “Create Procurement Documents” function, the documents to be processed further (purchase orders) are created. All lines marked with the “Trigger Procurement” flag are taken into account. The system creates one purchase order document per vendor and transfers the values from the “Procurement Quantity” field into the corresponding created purchase order lines.

ORP-MOD - Order Proposal Model

graph LR;

%% Nodes
A(ORP-MOD<br>Order Proposal<br>Model)
B(ORP-MOD-0010<br>Create order proposal)
C(ORP-MOD-0020<br>Create proposal)
D(ORP-MOD-0030<br>Edit proposal)
E(ORP-MOD-0040<br>Create procurement documents)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive
ORP-MOD-0010 - Create order proposal

The document is created. The type of calculation determines whether models for sales orders, components for provision, or both at the same time are to be planned. The parameters “Orders up to Goods Issue Date” and “Orders up to Goods Receipt Date” define the time horizon for the calculation. Additional filters can be used to restrict planning: sales order season filter, item number filter, item category filter, location filter, vendor filter (relates to the vendor on the item card).

ORP-MOD-0020 - Create proposal

Using the “Create Proposal” function, the demands, inventory, and still open procurement quantities are calculated. The scope of the calculation depends on the parameters and filters entered in the order proposal header. If, according to the system, a purchase order is necessary, an order proposal line is created by the system. In the order proposal line, in addition to the most important item information, the quantities relevant for planning are shown:

  • Inventory Quantity –> Current inventory
  • Sales Order Remaining Quantity –> Remaining quantity in sales orders (quantity still to be delivered)
  • Purchase Order Remaining Quantity –> Remaining quantity in purchase orders (Quantity still expected)
  • Advice Remaining Quantity –> Remaining quantity in advice documents (goods in transit)

The balance (net demand) is formed from the individual quantities:

  • Balance = Sales Order Remaining Quantity - Inventory - Purchase Order Remaining Quantity - Advice Remaining Quantity

A negative balance (gross demand covered in excess by inventory and procurement quantities) is displayed with Quantity = 0.

A positive balance (shortfall) is proposed in the “Procurement Quantity” field as the quantity to be procured.

ORP-MOD-0030 - Edit proposal

The generated order proposal lines can be checked and adjusted by the user. The user has the option of adjusting the quantity to be procured in the “Procurement Quantity” field or deleting lines from the proposal completely. Using the “Trigger Procurement” flag, the lines are activated for the next step “Create documents”.

ORP-MOD-0040 - Create procurement documents

Using the “Create Procurement Documents” function, the documents to be processed further (purchase orders) are created. All lines marked with the “Trigger Procurement” flag are taken into account. The system creates one purchase order document per vendor and transfers the values from the “Procurement Quantity” field into the corresponding created purchase order lines.

ORP-COM - Order Proposal Component

graph LR;

%% Nodes
A(ORP-COM<br>Order Proposal<br>Component)
B(ORP-COM-0010<br>Create order proposal)
C(ORP-COM-0020<br>Create proposal)
D(ORP-COM-0030<br>Edit proposal)
E(ORP-COM-0040<br>Create procurement documents)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive
ORP-COM-0010 - Create order proposal

The document is created. The type of calculation determines whether models for sales orders, components for provision, or both at the same time are to be planned. The parameters “Orders up to Goods Receipt Date” and “Order Components up to Provision Date” define the time horizon for the calculation. Additional filters can be used to restrict planning: sales order season filter, item number filter, item category filter, location filter, vendor filter (relates to the vendor on the item card).

Incoming processes:

ORP-COM-0020 - Create proposal

Using the “Create Proposal” function, the demands, inventory, and still open procurement quantities are calculated. The scope of the calculation depends on the parameters and filters entered in the order proposal header. If, according to the system, a purchase order is necessary, an order proposal line is created by the system. In the order proposal line, in addition to the most important item information, the quantities relevant for planning are shown:

  • Inventory Quantity –> Current inventory
  • Purchase Order Remaining Quantity –> Remaining quantity in purchase orders (Quantity still expected)
  • Advice Remaining Quantity –> Remaining quantity in advice documents (goods in transit)
  • Remaining Quantity to be Provided –> Remaining quantity in component provision lines

The balance (net demand) is formed from the individual quantities:

  • Balance = Remaining Quantity to be Provided - Inventory - Purchase Order Remaining Quantity - Advice Remaining Quantity

A negative balance (gross demand covered in excess by inventory and procurement quantities) is displayed with Quantity = 0.

A positive balance (shortfall) is proposed in the “Procurement Quantity” field as the quantity to be procured.

ORP-COM-0030 - Edit proposal

The generated order proposal lines can be checked and adjusted by the user. The user has the option of adjusting the quantity to be procured in the “Procurement Quantity” field or deleting lines from the proposal completely. Using the “Trigger Procurement” flag, the lines are activated for the next step “Create documents”.

ORP-COM-0040 - Create procurement documents

Using the “Create Procurement Documents” function, the documents to be processed further (purchase orders) are created. All lines marked with the “Trigger Procurement” flag are taken into account. The system creates one purchase order document per vendor and transfers the values from the “Procurement Quantity” field into the corresponding created purchase order lines.

Classification

The order proposal connects gross demand from sales orders and component provision with available inventory, open purchase orders, and advice quantities. On this basis, net demand is determined and transferred into procurement documents.

The instances differentiate whether models, components, or both together are planned.

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