Planning Calendar Calculation Rule detail information

Hello Every one,

I prepared this document to understand the detail information of the calculation rule of Planning Calendar.

Planning calendar define flexible periods for a period lot-sizing procedure in master production scheduling (MPS) and in Material Requirement planning (MRP).
System group to gather the entire requirement which fall with in period which mention in planning calendar from a lot.
Planning calendar depend on the factory calendar, so whenever changes happens in factory calendar, we need to update the planning calendar

Pre-Requisite

Planning calendar assign to the material in material master MRP view 2.
Lot size assign In MRP Material master view 1 as PK (Period lot size acc. to plng calendar)

For creation/Change/Display of the planning calendar go to T: code, MD25/MD26/MD27

Create Planning calendar with respect to the Plant

Planning calendar Calculation Rule

With help of the calculation rule, we can achieve planning calendar requirement.

1. Weeks ( Week Days)

This calculation rule for create requirement for per week.
We can create requirement for any day of week, suppose if we select the 1,2,3 in below calculation rule system create requirement for Every week Monday, Tuesday, Wednesday.
Using this calculation rule you can create the requirement for any day of week.
Please check below snap shot of Period and calendar

2. Months ( Week Days)

This calculation rule for create requirement for per Month.
We can create requirement for any counter week of week day, suppose if we select the 2 as counter week day and select week day as 5 (Friday) system calculated and create requirement for every month second week of Friday.
Using this calculation rule you can create the requirement for any day of week in particular month.
Please check below snap shot of Period and calendar

3. Months ( WorkDays)

This calculation rule for create requirement for per Month workdays .
Suppose if we select the 1, 5, 10 Working days’ of per month, in that case system create requirement for every month 1^st, 5^th, and 10^th working days. With help of this rule you can create requirement of any day of the month.
In planning calendar system not count the Non-working day’s as per respective factory calendar.
Please check below snap shot of Period and calendar

4. Years ( WorkDays)

This calculation rules similar to the above calculation rule Month ( Workdays)

We can define the work Day/Days for year in planning calendar according to factory calendar.

5. Workdays

This calculation rule for create requirement for work days.
Suppose if we create the requirement for 10 work days, in that case system create requirement after every10 working days
We have to mention calculation start date.
system not count the Non Working days as per Factory calendar changes

6. Weekdays

This calculation helpful to create the requirement for any week of workdays.
We create the requirement for every alternate week “2”of Thursday “4”. We can create requirement for any week work days
We have to mention calculation start date.
In planning calendar system not count the Non-working day’s as per respective factory calendar.

Planning calendar additional future.

Planning calendar depend on the factory calendar, but in factory calendar some days are mention as non-working days. Suppose on this particular day requirement fall in that case system follow the below rules. Before calculation rule apply we need to select the one of the rules.

1. Do not Displace :

04/14/2014, set as Holiday in Factory calendar and suppose period start falls on Same day
In this case a system not displaced but calculates and creates the demand on Same period date
Every week Tuesday working days calculation rule use in planning calendar

2. Following Working Day:

14/04/2014, set as Holiday in Factory calendar and suppose staring period falls on Same day
In this case a system select the next working day.
Here Next working day is 15/04/2014,
Every week Tuesday working days calculation rule use in planning calendar

3. Previous Working Day:

14/04/2014, set as Holiday in Factory calendar and suppose starting period falls on Same day
In this case a system select the previous working day.
Here Previous working day is 13/04/2014,
Every week Tuesday working days calculation rule use in planning calendar

4. No new Period:

14/04/2014, set as Holiday in Factory calendar and suppose starting period falls on Same day
In this case a system not creates any period.
Every week Tuesday working days calculation rule use in planning calendar

I hope this detail document helpful to every one to understand the Planning calendar Calculation rule.

Request to all expert to suggest and guide if any thing missing in this document

Thanks & Regrads

Umesh Mali

20 Comments

You must be Logged on to comment or reply to a post.

Suresh Kumar January 19, 2015 at 5:42 pm

Good document,especially detail explanation of “not working days

suresh

like (0)
1. Umesh Mali Post authorJanuary 20, 2015 at 6:05 am
  
  Thank you Suresh, for review this document.
  
  like (0)
RAMAKRISHNAN ARUMUGAM REDDIAR January 20, 2015 at 4:24 am

Very Good information about Planning Calendar… Thanks…! Really appreciate…

like (0)
1. Umesh Mali Post authorJanuary 20, 2015 at 6:09 am
  
  Hello Ram,
  
  Thanks for compliment ,,
  
  Regards
  
  Umesh Mali
  
  like (0)
prathamesh lonkar January 20, 2015 at 6:58 am

hi umesh,

very helpful document

with best regards,

Prathamesh

like (0)
1. Umesh Mali Post authorJanuary 20, 2015 at 7:50 am
  
  Thanks Prathmesh ,,
  
  like (0)
Nancy Guo January 22, 2015 at 5:55 am

Hi Umesh,

Well explained. 🙂

Added to my document list : Useful documents on SCN

Best regards,

Nancy

like (0)
1. Umesh Mali Post authorJanuary 23, 2015 at 6:34 am
  
  Thanks Nancy to add this document in your list,,
  
  like (0)
Otto Brand January 22, 2015 at 7:25 am

Nice doc.. this is my solution for my interview question

Thanks a lot.

Arun.

like (0)
1. Umesh Mali Post authorJanuary 23, 2015 at 6:36 am
  
  Thanks Arun ,,
  
  like (0)
Ganesh Dolaskar January 22, 2015 at 9:27 am

nice document

like (0)
1. Umesh Mali Post authorJanuary 23, 2015 at 6:36 am
  
  Thanks Ganesh
  
  like (0)
Mariano Cabalen January 22, 2015 at 12:22 pm

Very useful document..Well done Umesh..

Kind Regards,

Mariano

like (0)
1. Umesh Mali Post authorJanuary 23, 2015 at 6:37 am
  
  Thanks a lot Mariano for review and compliment for this document ,, 🙂
  
  like (0)
Kiran Kumar January 22, 2015 at 5:23 pm

Umesh,

Very useful document..Very detailed explaination…Very good efforts…Keep on sharing.

BR
KK

like (0)
1. Umesh Mali Post authorJanuary 23, 2015 at 6:38 am
  
  Thanks you Kiran Sir for compliment ….. 🙂
  
  like (0)
Rishi. N. Khanduri November 24, 2015 at 9:52 pm

Diligently prepared & Extremely helpful document on setting up Planning Calendar.

Thanks Umesh for your help.

like (0)
Sada Sivam December 10, 2015 at 12:33 pm

Very good explanation, one small is there any possibility to consider holidays also planning caleder?

like (0)
Mohamed Taher Besbes February 1, 2016 at 2:40 pm

Thanks a lot for this document.

I have a question about the impact of the periods on the generation of purchase orders. I hope you have the answer.

As you said, if we use the option do not displace, it generates a new period on 14/04 even if it’s a holiday. But according to my tests, system still don’t create Purchase Orders on this holiday.

So if my test is always valid: there is no possible orders on a holiday. Then what is the point on using the option do not displace? Won’t it be the same as no new period?

But if it is possible to have orders on a holiday, what are the customizing points or the parameters necessary to make it happen?

Regards;

Taher.

like (0)
André Melim April 23, 2018 at 4:36 pm

Hello Umesh Mali,

I have a request and maybe you can help me, is there any possibility to create a calendar with multiple calculation rules? I mean only one calendar with the combination of the 3 rules.

Example:
1 – the first 4 weeks i need “day” rule
2 – the second set would be 8 weeks using week rule

3 – the last 40 weeks using month rule.

Thank you in advance
Regards
André

like (0)