Introduction TRG EDI Production Schedule Manager (PSM) is a front end software product that helps companies electronically manage customer commitments received in the form of forecasts (these can also be referred to as production schedules or 830 transactions) and/or just-in-time (JIT) transactions (these can also be referred to as shipping authorizations or 862 transactions) prior to normal ERP processing. These transactions can be received via traditional EDI methods, or by directly accessing Trading Partner or industry based web sites.
Effective use of PSM produces superior results to using traditional management tools, such as Material Requirements Planning (MRP) and Master Production Planning (MPS). Note PSM does not require the use of either MRP or MPS. See Managing Production Schedules for an overview of the unique challenges companies face that receive their customer requirements in the form of production schedules (830's).
Our experience has concluded that relying on these traditional planning approaches (MRP and MPS) to manage incoming production schedules and shipping schedules, is not effective because 1) waiting to make a batch MRP and/or MPS run loses too much precious time in the short cycles involved, 2) automatically dumping these EDI transactions into MRP and/or MPS creates too many exceptions to be able to manage effectively in the required time frames, and 3) the amount of required manpower to utilize these traditional approaches becomes excessive as the EDI transaction volume increases.
Operational Overview of PSM UsersIn typical installations of the Advanced Option of PSM, the customer service staff, responsible for each Trading Partner, uses the PSM to process each batch of transactions as they are received. The PSM determines which new requirements can be met within their requested time frames, and which new requirements can not be met within their requested time frames. Additionally the PSM calculates when the unsatisfactory requirements can be met without changing existing production priorities and identifies exceptions that are outside of the business rules for each Trading Partner.
The information provided by PSM facilitates: 1) the production control staff executing the revised production and/or shipping plans within 30-60 minutes of the receipt of each batch of new requirements, and 2) the customer services staff communicating with the Trading Partners, regarding unsatisfactory requirements, within 15-30 minutes of the receipt of each batch of new requirements.
Overview PSM has three levels of functionality: Base Option, Intermediate Option, and Advanced Option.
The Base Option electronically compares each production schedule received, which typically includes an extensive number (many times hundreds of transactions) of 830's. The 830's typically extend many weeks and months into the future. It creates an EDI Action Report/Inquiry based on the additions, deletions, and changes of 830's received when each new production schedule is electronically compared to the previous production schedule received. The Base Option can also optionally electronically check incoming transactions against specific business rules negotiated for each Trading Partner.
The Advanced Option processes the incoming 830's and 862's against a pre-approved and pre-defined set of business rules for each Trading Partner, and it also directly interfaces with the ERP Software to compare each new requirement against its inventory availability calculation for each part number. It determines if new requirements can be satisfied within the requested time frames and, if not, determines when the new requirements can be satisfied without changing existing production priorities. It accounts for in-transit shipments.
It creates: 1) an enhanced EDI Action Report/Inquiry based on the changes received with the new production or shipping schedules versus the previous schedules received, 2) an EDI Exception Report/Inquiry for any transactions outside of the approved business rules for each Trading Partner, and 3) an ERP Action Worksheet and ERP Transaction File based on the recommended changes needed to customer orders managed within the ERP Software required to support the new production and/or shipping schedules. These ERP transactions can be reviewed, changed, and approved. Once approved, these ERP transactions are electronically processed by the ERP system.
The Advanced Option also calculates an available-to-promise due date for each customer requirement received, inside a time fence specified for each Trading Partner, and compares this calculated availability to the request date for each requirement. Customer request dates that cannot be met are added as exceptions to the EDI Exception Report/Inquiry. When calculating the available-to-promise date, this application looks at component availability, component lead times, and work center availability. These inventory availability rules are typically tailored for each installation of PSM. Trading Partner time fences are managed as part of their business rules. Please see PSM ATP Calculations for a complete description of these calculations.
The Intermediate Option includes 2/3 of the functionality of the Advance Option.
Required EDI SoftwarePSM can function with most EDI Translator Software such as Radley CARas, Sterling Gentran, or Trusted Link. It can also function with several web EDI services.
Required ERP SoftwareThe Base Option is available for companies using any ERP software. The Advanced Option is only available for companies using the Time Critical Manufacturing (TCM) ERP software, and SyteLine or Symix ERP software.
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