Plan supply from demand
Creating a generates demand for its materials and capacity. provide confirmed demand, while forecasts represent expected demand that is not yet ordered.
Carbon plans against both sources and applies each part's replenishment policy.
Demand forecasting
Under Production, open Projections and enter expected weekly quantities. In this example, demand for SAT-1000 increases from two units per week to four by week six, with corresponding demand for ADCS-001 and EPS-001. adds these quantities to the plan without creating sales orders.
Reordering policy
Each part has a that controls when and how much Carbon proposes to replenish:
- Manual Reorder: Carbon creates no proposal; a planner decides when and how much to order.
- Demand-Based Reorder: replenish net demand, grouped by the configured demand-accumulation period.
- Fixed Reorder Quantity: when on-hand reaches the , propose the configured reorder quantity.
- Maximum Quantity: when on-hand reaches the reorder point, propose enough to reach the maximum inventory quantity.
The policy decides how much; the replenishment system decides what kind of order.
The policy determines quantity. The replenishment system determines the document: Buy creates a , while Make creates a job. Reorder, minimum, and maximum quantities adjust the proposed quantity to an orderable amount.
Into jobs & POs
Carbon nets order and forecast demand against on-hand inventory, open jobs, and open purchase orders. Production planning proposes jobs for manufactured parts; purchasing planning proposes purchase orders for purchased parts.
Purchasing planning applies to translate inventory units into purchasing units. A proposal becomes a job or purchase order only after confirmation.
Demand and planning can differ by location.
Run plans by location. The same part can use different replenishment settings at different sites.
Receiving
When a purchase order arrives, create a . Carbon initializes the Draft receipt from the order and validates its quantities. the receipt adds the goods to on-hand inventory.
For a item, record the batch number on the receipt line. The conversion factor converts the purchased quantity to the inventory quantity. Carbon retains the batch identity for later genealogy queries.