# Manufacturing Plans
Manufacturing Plans helps you to determine production, transfer, and material requirements for multiple levels of sub-assemblies and components in a bill of material (BOM). Manufacturing Plans uses finished goods forecasts, BOMs, sourcing rules, on-hand inventory, on-order inventory, and lead times to determine net material, transfer, and production requirements. Manufacturing Plans propagates finished goods forecasts through the BOMs and applies sourcing rules to determine production, transfer, and material requirements. You can use this capability if you have in-house manufacturing or use outsourced manufacturers to make finished products or sub-assemblies. You can input plans to your purchasing systems to help create purchase orders for components with suppliers, production planning systems for detailed production scheduling and performance, and labor and production capacity planning systems to manage mid- to long-term capacities.
Material plans (also called component forecasts) can also be shared with your contract manufacturers or with component suppliers through N-Tier Visibility. By sharing or publishing the Material Plans, you can provide better demand signals to upstream suppliers so that they can plan their inventory to meet future demand. By using N-Tier Visibility, suppliers can provide commitments on component forecasts back to you. For information on N-Tier Visibility, see [N-Tier Visibility](partner.md).
# Key inputs
Manufacturing Plans depends on various inputs to make accurate and informed calculations for generating material, transfer, and production plans. Manufacturing Plans uses the same list of inputs as Auto Replenishment for inventory target calculation and net requirements determination for a product or site combination. For information on Auto Replenishment inputs, see [Key inputs](key-input.md). In addition, Manufacturing Plans also requires the following inputs:
+ **Bill of Material (BOM)** – The BOM data entity is used to capture relationships between finished goods and various sub-assemblies and components that are required to make the finished goods. BOMs can contain multiple levels of components under a finished good, including alternates. Alternate or substitute components can be modeled under the same parent by using the *alternate\$1group* field. AWS Supply Chain only supports priority-based alternates. Components with the lowest priority are selected by the planning process. Suppliers or vendors that supply components are not part of the BOM. This information is derived from sourcing rules and vendor management-related data entities.
+ **Production process** – This process is used to model the production step for manufacturing finished goods. The sourcing rule contains a reference to the production process that's used to support the *Manufacture* type of rule. AWS Supply Chain only supports a single step manufacturing process. The component requirement date is determined based on production lead time and setup time, as defined in the production process entity. Lead time is the offset from the finished goods demand date, which is used to determine the requirement date for components.
For information on data fields required for Supply Planning, see [Supply Planning](entities-supply-planning.md).
# Planning process
Manufacturing Plans include material, transfer, and production plans. These plans are created based on the configured network topology for an item. The following illustration shows the steps involved in generating these plans. These steps are repeated for each product or site combination that is in the scope of a Manufacturing Plan.
![\[Manufacturing Plan process\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/manufacturing_plan_process.png)
The steps and logic for Demand Processing, Inventory Target calculation, and Net Requirements calculation are common between Manufacturing Plans and Auto Replenishment. For more information, see [Planning process](planning-process.md) and [Inventory policies](inventory-policies.md).
+ **Production requirements** – For products with site combinations with sourcing rule type *Manufacture*, Supply Planning uses the production process referenced in the sourcing rule to calculate production requirements. Make type should be used for finished goods or sub-assemblies that go through a production process. Lead times and setup times from the *production\$1process* data entity, along with the BOM, is used to determine the material or component requirements. Supply Planning also applies the frozen horizon defined in the production process or the default setting to freeze supply during this time period and move all requirements to the first time period after the frozen time horizon.
+ **BOM explosion** – For products or sites with sourcing rules of type *Manufacture*, Supply Planning uses the BOM defined in the *product\$1bom* entity to determine production requirements for sub-assemblies and material requirements for component items. Supply Planning traverses the tree structure defined in the BOM for the finished good or sub-assembly item. If there are multiple components for a parent item with the same alternate group, Supply Planning prioritizes one of the component items that belong to the same alternate group. Component material requirements are calculated from the start date until the end date of the planning horizon, as defined in the planning settings. After component requirements are determined, Supply Planning applies Demand Processing and Target Inventory level calculation steps to determine net component requirements by considering inventory policy, lead times, and on-hand and on-order inventories.
# Configuring Manufacturing Plans
Configure Manufacturing Plans to generate material, transfer, and production requirements for components and finished good items.
## Using Supply Planning for the first time
You can define how and when you want to plan your supply chain.
When you log in to Supply Planning for the first time, you can view the onboarding pages that highlight its key features. This helps you to get familiar with the Supply Planning capabilities.
**Note**
Make sure that the required data is ingested before configuring Manufacturing Plans. For information on the data fields required for Supply Planning, see [Supply Planning](entities-supply-planning.md).
1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Supply Planning**.
The **Supply Planning** page appears.
1. Choose **Get Started**.
1. On the **Choose your plan** page, select **Manufacturing Plans**.
1. Choose **Get Started**.
1. On the **Supply Planning** page, choose **Next**.
You can read through the description to understand what Supply Planning offers, or you can choose **Next** to get to the **Supply Planning Set-up** page.
1. On the **Material Plan Changes** page, you can view all the material plans that deviated from the predefined supply plan.
Under **Supply Insights**, you can search for a particular material plan in the **Search** box, by **Required Date** and **Insight Type**.
You can also choose a particular material plan to view more details.
1. Choose **Get Started**.
1. On the **Supply Planning Set-up** page, there are four steps to configure Manufacturing Plans:
+ Name and Scope
+ Horizon and Schedule
+ Inputs
+ Output
1. On the **Name and Scope** page, under **Plan Name**, enter a name for your plan.
Under **Supply Planning Scope**, select all the product groups and regions that must be included in the supply plan.
**Note**
If you do not see the Product Groups or Regions that you ingested through Supply Chain data lake, ingest the Product BOM through the API and make sure that all the other datasets, such as Product, ProductHierarchy, Site, Geography, and SourcingRule, are already ingested.
1. Choose **Continue**.
1. On the **Horizon and Schedule** page, you can do the following:
+ **Planning Horizon** – You can set the planning period by defining the following:
+ **Start day of the week** – You can define your weekly supply planning. For example, if your **Start day of the week** is Monday, and today is July 3, then the supply planning period will be from July 3 to 9.
+ **Time Bucketization** – Define the time details. Daily and Weekly options are supported.
+ **Time Horizon** – Define the planning time horizon. The supported range is from 1 to 90 days, or from 1 to 104 weeks.
+ **Plan Schedule** – Define when your supply plans must be executed.
+ **Planning Frequency** – Define how frequently you want to execute the supply plan.
+ **Start Time** – Define when to start planning on a scheduled day.
+ **Release Times** – Define the time Supply Planning releases the approved purchase orders into the ERP system.
+ **Demand and Forecast** – Define the demand forecast for Supply Planning.
+ *Demand Planning* – Supply Planning will use the forecast information from the demand plan generated from *Demand Planning *.
+ *External* – Supply Planning with use the *Forecast* data entity to extract the demand forecasts for Supply Planning.
+ **Past days for average demand calculation in consumption-based planning** – For each product-site combination, Supply Planning looks at the past 30 days of sales history from the *OutboundOrderLine* data entity to determine the average daily demand. You can choose between 30, 60, 90, 180, 270, or 365 days and Supply Planning will consider the corresponding number of days of historical sales data when generating the average.
+ **Forecast Netting ** – Independent demand includes both actual customer orders and forecasted demand. Forecast Netting offers four different methods to manage and conslidate these demand measures. By combining actual customer needs with forecast data effectively, businesses can better manage inventory levels and improve operational processes. Selecting the appropriate netting method helps align supply with demand, reducing inefficiencies and enhancing customer satisfaction.
+ **Do not change forecasted demand ** – Rely solely on forecasted demand to drive supply planning, discregarding actual customer orders.
+ **Replace forecasted demand with actual orders if higher than forecast** – If both forecasted demand and actual customer orders fall within the same time bucket, use the higher of the two values.
+ **Add actual orders to forecasted demand**– If both forecasted demand and actual customer orders fall within the same time bucket, add the two values toghether.
+ **Enable demand time fence and forecast consumption**– Forecasted demand within the demand time fence is ignored. Ourside the time fence, forecasted demand is adjusted by substrating actual order quantity within the forecast consumption window. To use this option, users should also specify the demand time fence days, forecast consumption backward days, and forecast consumption forward days.
+ **Demand Time Fence Days** –The number of days between the current date and the demand time fence date. All forecasts on or before the demand time fence date will be ignored by the planning engine.
+ **Forecast Consumption Backward Days** –The number of days that the planning engine will go backward to find a matching forecast entry to consume starting from the due date of the sales order.
+ **Forecast Consumption Forward Days**– The number of days that the planning engine will go forward to find a matching forecast entry to consume starting from the due date of the sales order.
+ **Carry over unmet demand (backorders) in your planning?** – Select **Yes** to carry over the orders that are not fulfilled in the current time period to the next time period.
+ **Supply** – Define your supply related inputs.
+ **Past Due Orders** – When an order in the *InboundOrderLine* data entity is not delivered and the expected delivery date is before the execution date, by default, Supply Planning ignores this order. However, you can configure the number of past due days to be considered for inbound inventory to reorder stock. For example, if you set the *Past Due Orders* for 7 days and if an order was expected 4 days ago, the item will still be considered for inbound inventory.
1. Choose **Continue**.
1. On the **Output** page, you can do the following:
+ **Plan Outputs** – Select the type of supply plan that you want Supply Planning to generate.
+ **Plan Insights** – Set the deviation criteria to generate supply plan insights.
1. Choose **Finish**.
1. (Optional) Choose **Invite Partners** to invite suppliers into your supply plan.
You can also choose **Skip for now** to return to Supply Planning.
## Plan overview
You can view the overall manufacturing plan for your organization.
1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Supply Planning**.
The **Supply Planning** page appears.
1. Choose **Get Started**.
1. On the **Choose your plan** page, select **Manufacturing Plan**.
The **Manufacturing Plan** page appears.
1. Choose **Export** to download the *Material Plans*, *Production Plans*, or *Transfer Plans* to your Amazon S3 bucket.
1. Choose the **Plan Overview** tab.
![\[Manufacturing Plan overview\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/manufacturing_plan_overview.png)
+ **Plan Summary** – Displays the overall manufacturing plan.
**Note**
Plan Summary metrics will not be available for new users. You can view the Plan Summary metrics after the next supply planning cycle.
+ **Inventory On-hand** – Displays the current inventory on-hand in dollars.
+ **Open POs** – Displays the current open purchase orders and the required dollars.
+ **Suppliers** – Displays the total number of active suppliers.
+ **Purchase Requirements** – Displays the total quantity of end components required and their total cost.
+ **Plan Exceptions** – Displays exceptions for missing datasets or issues in any of the data entities.
+ **Supply Insights** – Supply Insights are only generated for all Material Plan changes end components when they satisfy the deviation percent change compared with the previous plan. You can select each insight to view it and take action it.
You can use the **Search** box to search based on *Product Name* or *Site Name*, or you can search for specific supply insights by using the **Required Date Start** and **Required Date End**.
## Plan outputs
You can view the overall manufacturing plan for your organization.
1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Supply Planning**.
The **Supply Planning** page appears.
1. Choose **Get Started**.
1. On the **Choose your plan** page, select **Manufacturing Plans**.
The **Manufacturing Plan** page appears.
1. Choose the **Plan Outputs** tab.
Choose **Filters** to filter the list based on Products or Sites.
![\[Manufacturing Plan outputs\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/manufacturing_plan_outputs.png)
+ **Material Plan** – Displays the overall material plan for end components from the supply plan generated.
+ **Transfer Plan** – Displays the overall transfer plan for any materials or finished goods between sites from the supply plan generated.
+ **Production Plan** – Displays the overall production plan for finished goods from the supply plan generated.
1. Under **Material Plan** and **Material Requirements**, you can view the supply details for each item.
1. Under **Item**, choose the **Supply Plan Details** for the selected item.
The **Supply Plan Details** page appears.
![\[Viewing the supply Plan details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/supply_plan_details.png)
The **Supply Plan Details** section displays item details and attributes. Choose **View all attributes** to view all the attributes of an item.
Under **Supply Plan**, you can view the supply plan for the selected item. You can view the supply plan for a specific date range by using **Start Date** and **End Date**.
+ Demand Forecast – Displays the demand forecast or dependent demand related to an item or site.
+ Inventory – Displays the on-hand inventory level related to an item or site.
+ Open Order – Displays open order quantities based on the *expected\$1delivery\$1date* for an item or site. Supported order types are Purchase order, Transfer order, or Manufacturing order.
+ Inventory Target – Target inventory level calculated based on the inventory policy and order schedule. For more information, see [Inventory policies](inventory-policies.md).
+ Planned Supply – Displays the planned supply.
+ Total Supply – The sum of open orders and planned supply.
+ Projected Ending on Hand – The projected order ending on hand.
Projected Ending On Hand (EOH) is calculated based on Demand, Supply, and Inventory. EOH(T0) = Inventory(T0) \$1 Open Orders(T0) \$1 Planned Supply(T0) - Demand Forecast(T0) EOH(T1) = EOH(T0) \$1 Open Orders(T1) \$1 Planned Supply(T1) - Demand Forecast(T1).
1. You can also view the overall Supply Planning for an item:
+ Material Plan – Displays the material plan related to an item or site.
+ Transfer Plan – Displays the transfer plan related to an item or site.
+ Production Plan – Displays the production plan related to an item or site.
+ Purchase Orders – Displays the input purchase orders used in generating the supply plan.
+ Transfer Orders – Displays the input transfer orders used in generating the supply plan.
+ Production Orders – Displays the input production orders used in generating the supply plan.
## Plan exceptions
You can view the overall manufacturing exceptions for your organization.
1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Supply Planning**.
The **Supply Planning** page appears.
1. Choose **Get Started**.
1. On the **Choose your plan** page, select **Manufacturing Plans**.
The **Manufacturing Plans** page appears.
1. Choose the **Plan Exceptions** tab.
You can use the **Filters** icon to filter exceptions based on Product and Site. Choose **View all** to view all the available filters.
## Importing product\$1bom data
To import *product\$1bom* data using the AWS CLI, follow the procedure below:
**Note**
You can only use AWS CLI to import *product\$1bom* data into AWS Supply Chain.
1. Make a note of your instance ID where you want to import your *product\$1bom* data. Your *URI* format for your supply chain data bucket will be **"s3://aws-supply-chain-data-*INSTANCE\$1ID*/product\$1bom.csv"**.
1. Use the following command to upload your *product\$1bom* data to the Amazon S3 instance bucket.
**aws s3 cp *Path To Local Product BOM CSV*\$1S3\$1BOM\$1URI** **"s3://aws-supply-chain-data-*INSTANCE\$1ID*/product\$1bom.csv"**.
1. Use the following command to invoke the *create bill of materials* import job.
**aws supplychain create-bill-of-materials-import-job --instance-id \$1*INSTANCE\$1ID* --s3uri** **"s3://aws-supply-chain-data-*INSTANCE\$1ID*/product\$1bom.csv"**
**Note**
Make sure to use the same destination Amazon S3 URI that you used when uploading the CSV in step 2.
1. Make a note of the *job ID* returned.
1. Use the following command to view the imported result.
**aws supplychain get-bill-of-materials-import-job --instance-id \$1*INSTANCE\$1ID* --job-id *job-id from step 4* **
For more information on AWS Supply Chain API see the [AWS Supply Chain API Reference](https://docs.aws.amazon.com/aws-supply-chain/latest/APIReference/API_CreateBillOfMaterialsImportJob.html).
# Business workflow
Supply Planning provides the following workflow to manage your manufacturing plans.
![\[Manufacturing Plan business workflow\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/manufacturing_business_workflow.png)
+ **Generate plan** – Supply Planning generates the manufacturing plan according to the configured schedule. The latest input data required to generate the plan is received from the AWS Supply Chain data lake. Supply Planning uses configuration data, transactional data, and plan settings to generate the manufacturing plan, which includes material, transfer, and production plans. The Manufacturing Plan is generated for the configured planning horizon in terms of the number of time periods. You can create plans with either daily or weekly details, and you can create them on a daily or weekly frequency. If multiple plans are created within the same planning cycle (daily or weekly), new plans will override the existing plans. Existing plans are versioned after a new plan is generated at the beginning of a new planning cycle (for example, a new week).
+ **Review plan exceptions** – Supply Planning generates plan exceptions for products or site combinations that do not have either required configuration data (lead time, sourcing schedule, and so on) or required transactional data, such as on-hand inventory. Planners can review exceptions and provide required data, and then they can rerun the plan to correct the issues and generate the supply plan for relevant product and site combinations.
+ **Review manufacturing plan** – Supply planners can review and manage material, transfer, and production plans by navigating to the **Plan Overview**, **Plan Outputs**, **Supply Plan Details**, and **Supply Demand Pegging ** tabs in the AWS Supply Chain web application. The Supply Planning module generates *Material Plan Change* insights for products and sites where the required quantity deviation exceeds the configured threshold, relative to the most recent plan. Planners can configure the display of detailed inputs, such as forecasts, inventory levels, orders, and other relevant data that contribute to the calculation of the plan's output.
+ The **Supply Plan Details** page offers a comprehensive timeline view, displaying key metrics such as forecast, inventory, open orders, and planned supply. This allows planners to assess and adjust plans as needed.
+ The **Supply Demand Pegging** page provides a detailed list of all pegging records that link supply orders to their corresponding demand orders. Each pegging record includes information about the supply order (for example, on-hand inventory, purchase orders, planned purchase orders, planned manufacture orders, and planned transfer orders), the demand order (for example, sales orders, forecasted demands, and planned order demands), the pegged quantity, and the associated end demand. This view enables users to analyze how specific supply quantities are allocated to fulfill various demand orders, and vice versa.
Users can interact with the data by selecting any demand quantity to view all supply orders linked to it or selecting any supply quantity to see all demand orders tied to that supply. From this view, users can also navigate to the **End Demand Pegging** page by clicking the **End Demand Product** for a more consolidated overview of a specific end demand.
+ The **End Demand Pegging** page provides a comprehensive view of the entire pegging tree for a specific end demand, such as a sales order or forecast. It offers full visibility into all related supply and demand orders associated with the end demand, including planned transfer orders, planned manufacture orders, purchase orders, and intermediate demands. This view allows users to trace the entire supply chain flow, from the top-level demand to every linked supply and dependent demand orders, offering a clear insight into how supply orders are structured to meet customer or forecasted needs.
These views help users efficiently manage and track supply and demand allocation across the supply chain.
+ **Planned order adjustments** – Users can manually update the order quantity, order-by date, and expected delivery date for system-generated planned orders, including Planned Purchase Orders, Planned Transfer Orders, and Planned Production Orders. After making updates, users can mark these orders as **Firmed** to ensure they are preserved during planning runs. To run the plan in ad-hoc mode, users can choose **Run Plan** located in the top-right corner of the page. When the plan runs, the system retains all Firmed planned orders, recalculates planning measures on the **Supply Plan Details** page, and reflects any changes in upstream sites or bill of material (BOM) components in the updated plan output. In addition to modifying existing planned orders, users can create new Planned Transfer Orders directly from the **Transfer Plan** page by selecting **Create New Transfer Order** from the **Action** menu. After the ad-hoc plan run is complete, the system automatically synchronizes the updated planning data with the `supply_plan` and `supply_demand_pegging` entities in the Data Lake. During the next scheduled planning run, the system will clear all previously Firmed planned orders and generate new ones based on the latest data inputs.
+ **Publish to outbound** – Supply plans are published to the outbound Amazon S3 connector at the configured time scheduled under *Plan Settings*. You can integrate these plans into your ERP, purchasing, or production planning systems for execution.
+ **Publish to N-Tier visibility** – Material plans can optionally be published to the suppliers through N-Tier visibility. Material plans are published to N-Tier visibility based on the schedule that's configured under *Plan Settings*. N-Tier visibility further publishes the material plan to onboarded suppliers based on collaboration settings.