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How to Create Requirement Planning Lock Periods

A lock period is a specific block of time in weekly or daily increments that are not available for planned order scheduling. These blocks lock out a specific time frame in the future to force a planned order to be scheduled prior to the period.

The Lock Periods is helpful when planning around Chinese New Year, plant shut downs, or supplier specific constraints.

Example

The item below has planned suggested orders scheduled in weekly increments. For the sake of this lesson, we will lock out the week of March 1 and April 12 from allowing a planned order to be scheduled.

Go to Lock Period Page

  1. Click on Utilities in top menu bar
  2. Click on Lock Periods in second level menu bar
  3. Click "Add New" to create a new lock period

Create Lock Period

  1. Enter Name of the lock period you are creating
  2. Provide a description if needed.
  3. Choose "All Items" to apply the lock period to all items or "Selected Items" to apply to one or a group of items. In most cases it will be only a few items.
  4. If "Selected Items" is selected, click on the "Filter" tab to open the selection page.

Select Items

  1. Use the filters or search box to select the items required.
  2. In the example below, I have selected a single item in a specific location.
  3. Click "Save selected items" to save the filter.
  4. After saving the item filter, click on the "Main" tab to go back to the calendar.

Select the Lock Periods

  1. Click on the weeks you would like to lock. Clicking on the week highlights the week to be locked. If the daily Requirement Planning option is enabled, you may select specific days.
  2. In the example below, I selected the week of March 1 and April 12.
  3. Click "Save" to save the lock criteria.

Application of Lock Period in Requirement Planning

As you can see in the example below, the lock periods set in the week of March 1 and April 12 have 0 entered for a planned order. The requirement that was to be scheduled in those weeks have moved up to the prior week causing the requirement in March 1 to increase by 672 units and the week of April 12 increasing by 96 units.

The application of the lock period is against the items standard (manufacturing) lead time.

For example, if you have an item that is purchased from China and the supplier shuts down during Chinese New Year, you can set the lock period at the time of the shut down and it is applied against the standard lead time for the item and not the total lead time which is lead time + transfer (transit) time (if transfer time is enabled for the given item). It is the standard lead time that determines the time required for the supplier to produce and ship the item.

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