Briefly about the main approaches and solutions

Basic approaches to planning in 1C:ERP

Volume and calendar planning MRP and MRP II

MRP, Material Requirements Planning And MRP II, Manufacturing Resource Planning – Basic methods, used in the 1C:ERP system for planning material and production resources.

  1. MRP

    • The purpose of MRP is to ensure timely delivery of materials and components for production.

    • Work principles:

      • Calculation of material requirements based on the production plan.

      • Determining the quantity and timing of deliveries to ensure continuous production.

      • Accounting for current warehouse balances and planned receipts.

    • In 1C:ERP is carried out through the formation of procurement and production plans based on data from resource specifications and production assignments.

  2. MRP II

    • The goal here is to expand the capabilities of standard MRP to include planning of all production resources.

    • Work principles:

      • Integration of materials planning with labor and production capacity planning.

      • Accounting for financial aspects and budgeting.

      • Inclusion in planning of management decisions and strategies.

    • In 1C:ERP is implemented through the creation of comprehensive plans that take into account equipment loading, labor force, financial resources and other production resources.

Types of plans

In the 1C:ERP system, types of plans are divided into initial and derived.

  1. Initial plans:

    • They form the enterprise’s needs for materials and resources.

    • Based on sales forecasts, production targets and resource specifications.

    • Examples: sales plans, production plans or the same purchasing plans.

  2. Derivative plans:

    • They are created on the basis of initial plans and serve to ensure their implementation.

    • They are calculated taking into account current balances, planned receipts and production capabilities.

    • Examples: supply plans, equipment loading plans and labor utilization plans.

Planning models

Various planning models are available.

  1. Planning by formula:

    • Uses mathematical formulas to calculate the requirements for materials and resources.

    • Allows you to take into account complex dependencies and adjust plans in real time.

  2. Planning by data sources:

    • Based on the use of data from various sources, such as: sales forecasts, historical data and current orders.

    • Allows you to take into account changes in demand and adjust plans depending on the current situation.

  3. Volumetric calendar planning:

    • Includes planning of production volumes and calendar deadlines for order fulfillment.

    • Allows you to optimize the loading of production capacities and reduce order fulfillment times.

Tools for balancing plans in 1C:ERP

Work centers and divisions

In 1C:ERP, work centers are groups of equipment that can perform certain technological operations.

  1. Work centers:

    • Work centers can be configured to perform different types of work, which leads to the idea that the workload can be distributed depending on current production needs.

    • Setting options:

      • Parallel loading: the ability to perform operations in parallel on several work centers.

      • Speed ​​of execution: setting the relative speed of work execution at different centers.

      • Cost of operations: indication of the cost of performing operations on specific equipment.

  2. Production units:

    • Departments are the main elements of the organizational structure of an enterprise, and each department can contain several work centers.

    • Setting up departments:

      • Schedule: setting up shifts and working hours for departments.

      • Planning intervals: setting time quanta for assessing the availability of work centers.

      • Anticipatory planning: the ability to enter resource availability data in advance for accurate planning.

Scenarios and adjustment of planned requirements

  1. Planning scenarios:

    • Scenarios allow you to create different plans based on different assumptions and conditions.

    • Examples of scenarios:

      • Optimistic scenario: planning based on maximum possible production indicators.

      • Pessimistic scenario: taking into account the minimum possible resources and capacities.

    • Setting up scenarios includes defining goals, selecting initial data and determining calculation methods.

  2. Adjustment of planned requirements:

    • During the planning process, it is often necessary to adjust plans to account for changes in needs and resources.

    • Adjustment tools:

      • Document “Adjustment of planned requirements”: Allows you to make changes to plans based on current data on needs and capabilities.

      • Correction methods:

        • Reducing the need: a reduction in the planned volume of production or purchases.

        • Replacement of nomenclature: substitution of one material or resource for another in case of shortage.

Example of application

Let's consider the example of a manufacturing company that produces complex products such as metal structures.

Step 1: Setting up work centers

  1. Creation of work centers:

    • Go to the section “Production” and choose “Work centers“.

    • Click “Create” and fill in the following fields:

      • Name: For example, “Laser cutting workshop“.

      • Type of equipment: laser machines.

      • Parallel loading: we indicate the number of machines operating in parallel.

      • Speed ​​of execution: we set the speed of operations, for example, 5 meters of cutting per minute.

      • Cost of operations: we indicate the cost of work on this equipment.

  2. Setting up work center parameters:

    • In each work center we set a work schedule (for example, a shift schedule).

    • We set planning intervals, for example, 30 minutes.

    • We define periods of advanced data entry in order to take organizational changes into account in advance.

Step 2: Setting up production units

  1. Creation of production units:

  2. Definition of parameters of departments:

    • We set the planning interval for the department, for example, 1 hour.

    • We establish the ability to use operations for detailed management of production stages at the division level.

Step 3: Setting up planning scenarios

  1. Creating planning scenarios:

    • In chapter “Planning” we choose “Scenarios“.

    • Click “Create a script” and fill in the following fields:

      • Name: For example, “Optimistic scenario“.

      • Goals: maximum productivity and minimum order fulfillment times.

      • Initial data: We use historical performance data and current orders.

  2. Setting up script parameters:

    • We define methods for calculating needs, for example, planning using a formula.

    • Set scheduling priorities, such as priority for urgent orders.

Step 4: Adjusting planned requirements

  1. We use the document “Adjustment of planned requirements”:

    • In chapter “Planning” we choose “Adjustment of planned requirements“.

    • Click “Create” and fill in the following fields:

      • Title of the document: For example, “Adjustment July 2024“.

      • Changes in needs: we indicate which materials need to be reduced or replaced.

      • Rounding of volumes: we set the parameters for rounding volumes to optimal batches.

  2. Examples of adjustments:

    • If there is a shortage of a certain material in production, we replace it with a similar one.

    • We reduce production volumes in case of changes in orders or increase them when new orders are received.


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