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11. Load production and capacity data

Supply Planning can propose production only when it knows where to produce, which resources to consume, how much time to use, and which components to transform. These relationships are master data: they describe capacity and the production recipe, but they are not a production order.

Use the units, materials, and locations loaded in chapter 2 as prerequisites. Every ID and unit referenced by these seven files must exist before import.

Original file and field glossary

Keep the download identical to the application export: headers, sheet names, column order, types, values and native formatting. The field tables explain the literal technical names outside the workbook. Configured descriptions and IDs are scenario data, not translations applied after download.

How the objects connect

flowchart TB
    ML["Output material + location<br/><small>What to produce and where</small>"] --> PV["Production version<br/><small>Eligible production alternative</small>"]
    PV --> RT["Production routing<br/><small>How to perform the transformation</small>"]
    RT --> OP["Operation<br/><small>Sequence and duration<br/>for the base quantity</small>"]
    OP --> RP["Production resource<br/><small>Line or equipment consumed</small>"]
    RP --> AM["Availability<br/><small>Capacity hours by date</small>"]
    PV --> BOM["Bill of materials / recipe<br/><small>What production consumes</small>"]
    BOM --> CP["Components<br/><small>Input materials and quantities</small>"]

Each box represents a master-data concept. The production version links the routing and bill of materials for a material and plant. Operations consume resource time; components consume material quantities.

The scenario's production flow

flowchart TB
    RM["Pulp<br/><small>Raw material<br/>purchased from a supplier</small>"] --> R["Paper roll<br/><small>Semi-finished material<br/>produced from pulp</small>"]
    R --> S["Paper skid<br/><small>Intermediate<br/>semi-finished material</small>"]
    S --> FG["Finished paper<br/><small>Finished good<br/>intended for sale</small>"]

This second view follows the scenario materials, from input to saleable product. Rolls and skids are intermediate stages, with their own materials, bills of materials, routings, and production versions. Product family and format identify the specific products at each stage in the workbooks.

Purchasing and transfers between locations are covered in the supply network.

Load order and prerequisites

Order File Dataset Depends on
1 01-production-resources.xlsx Production resources locations
2 02-production-resource-availability.xlsx Monthly availability production resources
3 03-production-routing.xlsx Production routing output material, location, and UOM
4 04-production-routing-operations.xlsx Routing operations routing and production resources
5 05-bill-of-materials.xlsx Bill of materials output material, location, and UOM
6 06-bill-of-materials-components.xlsx Components bill of materials, input materials, and UOM
7 07-production-version.xlsx Production version routing and bill of materials

The routing and bill of materials are independent branches. Import the production version only after both branches exist.

Set the Supply Planning standard unit

The Supply Planning standard unit is used to compare volumes in the common-unit columns of the Production Plan. For this tutorial, use TON, the unit of the production datasets.

  1. Open Configuration > Global Parameters. In Supply Planning, select TON for Supply Network Planning Standard Unit. Do not change Demand Planning Standard Unit.
  2. Return to the top of the page and click Save Parameters to persist the setting.

Supply Network Planning Standard Unit = TON

Save Parameters at the top of Global Parameters

Open Data Operations

Hover over Data, then click Operations > Data Operations in the flyout.

Data menu only, with Data Operations highlighted

On the open page, read the catalog from left to right: Theme > Group > Section > Topic. For production, start with Master Data > Production Master Data.

Production Master Data topic path

Use the same two operational states for each topic, without combining them:

  1. select Download and click Download as XLSX;
  2. open and check the downloaded file;
  3. return to the same topic, select Import, click the import button, and choose the populated file;
  4. read the platform response before continuing.

Download operation and Download as XLSX action for Production Resources

Import operation and Import Production Resource action

The two images use Production Resources to locate the controls. In the steps below, the topic changes while Download, Import, and the response area remain in the same workspace.

1. Register production resources

01-production-resources.xlsx

Action required

Download the template, open the workbook, and import all ten resources: five at each plant.

Master Data > Production Master Data > Production Resources > Production Resources.

Production Resources path in the catalog

Select Import, click Import Production Resource, and choose 01-production-resources.xlsx. Import starts after file selection.

Import operation and Import Production Resource action

Read-only excerpt of the original export: sheet Data, 10 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Production Resource IdDescriptionLocation IdEfficiency (1.0 if empty)Active (true/false or 1/0)
REC_BOBINA_BRANCO_LESTEMáquina de papel branco — Fábrica LesteFABRICA_LESTE1TRUE
REC_BOBINA_SANITARIO_LESTEMáquina de papel tissue — Fábrica LesteFABRICA_LESTE1TRUE
REC_CONVERSAO_BRANCO_LESTELinha de conversão de papel branco — Fábrica LesteFABRICA_LESTE1TRUE
REC_CONVERSAO_SANITARIO_LESTELinha de conversão de papel tissue — Fábrica LesteFABRICA_LESTE1TRUE
REC_PILHA_LESTELinha de preparação de pilhas — Fábrica LesteFABRICA_LESTE1TRUE

Field Meaning Tutorial value
Production Resource Id Unique resource code referenced by routing operations. roll, converting, and skid resources
Description Recognizable resource name. white-paper, tissue, or skid line
Location Id Plant where the resource is available. FABRICA_LESTE or FABRICA_SUL
Efficiency (1.0 if empty) Factor applied to nominal capacity; 1 preserves the stated capacity. 1
Active (true/false or 1/0) Determines whether planning can use the resource. true

Checkpoint: the Import response must not contain ID or location errors. A new Download should return all ten resource codes, five per plant.

2. Load monthly availability

02-production-resource-availability.xlsx

Action required

Download the template and import its 120 rows only after all ten resources exist.

Master Data > Production Master Data > Production Resources > Production Resource Availability.

Production Resource Availability path in the catalog

The catalog screen above shows Production Resource Availability under Production Resources in the Topic column.

Select Import, click Import Production Resource Availability, and choose 02-production-resource-availability.xlsx. Import starts after file selection; check the response before continuing.

Production Resource Availability import

Read-only excerpt of the original export: sheet Data, 120 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Production Resource IdReference DateAvailable Hours
REC_BOBINA_BRANCO_LESTE2027-01-01T00:00:00280
REC_BOBINA_BRANCO_LESTE2027-02-01T00:00:00280
REC_BOBINA_BRANCO_LESTE2027-03-01T00:00:00280
REC_BOBINA_BRANCO_LESTE2027-04-01T00:00:00280
REC_BOBINA_BRANCO_LESTE2027-05-01T00:00:00280

Field Meaning Tutorial value
Production Resource Id Resource whose capacity is being stated. roll, converting, or skid resource
Reference Date Date on which the available hours are registered. first day of each month in 2027
Available Hours Resource capacity available in that month. varies by resource and plant

The published contract is daily: a date without a row contributes zero capacity. Because this tutorial executes in monthly buckets, the file consolidates each month's hours on its first day. It therefore contains one row per resource per month: 12 months for each of ten resources, or 120 rows in 2027.

Checkpoint: check all 120 rows and sample dates to verify that each resource has one row for every month in 2027.

3. Create the production routing

03-production-routing.xlsx

Action required

Download the template and import the 34 routings that cover rolls, skids, and finished goods at FABRICA_LESTE and FABRICA_SUL.

Master Data > Production Master Data > Production Routing > Production Routing.

Production Routing path in the catalog

  1. Theme: select Master Data.
  2. Group: select Production Master Data.
  3. Section: select Production Routing.
  4. Topic: select Production Routing.
  1. Check Production Routing in the panel title to confirm the topic.
  2. Select the Import operation.
  3. Click Import Production Routing and choose 03-production-routing.xlsx. Import starts after file selection; check the response before continuing.

Title, operation, and import button for Production Routing

Read-only excerpt of the original export: sheet Data, 34 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Routing IdDescriptionLocation IdOutput Material IdBase QuantityBase Quantity UOMRouting can be used without production versionPriorityActive (true/false or 1/0)
ROTEIRO_FABRICA_LESTE_BOBINA_BRANCO_75Fábrica Leste — Bobina de papel branco 75 g/m²FABRICA_LESTEBOBINA_BRANCO_7510TONFALSE1TRUE
ROTEIRO_FABRICA_LESTE_BOBINA_BRANCO_90Fábrica Leste — Bobina de papel branco 90 g/m²FABRICA_LESTEBOBINA_BRANCO_9010TONFALSE1TRUE
ROTEIRO_FABRICA_LESTE_BOBINA_SANITARIOFábrica Leste — Bobina de papel tissueFABRICA_LESTEBOBINA_SANITARIO10TONFALSE1TRUE
ROTEIRO_FABRICA_LESTE_PA_BRANCO_75_A4_100Fábrica Leste — Papel branco A4 75 g/m² — 100 folhasFABRICA_LESTEPA_BRANCO_75_A4_1008TONFALSE1TRUE
ROTEIRO_FABRICA_LESTE_PA_BRANCO_75_A4_50Fábrica Leste — Papel branco A4 75 g/m² — 50 folhasFABRICA_LESTEPA_BRANCO_75_A4_508TONFALSE1TRUE

Scroll horizontally to check every column.

Field Meaning Tutorial value
Routing Id Routing code referenced by operations and the production version. ROTEIRO_FABRICA_LESTE_PA_COPIA_A4
Description Name of the production process. East mill — Copy paper A4 finished product
Location Id Plant where the routing runs. FABRICA_LESTE
Output Material Id Material produced by the routing. PA_COPIA_A4
Base Quantity Output quantity used as the basis for operation durations. 8
Base Quantity UOM Unit of the base quantity. TON
Routing can be used without production version Allows the routing without a version linking it to a BOM. false
Priority Preference order; a lower number means higher priority. 1
Active (true/false or 1/0) Determines whether planning can use the routing. true

Checkpoint: the topic Download should return the routing with the same output material and location.

4. Create routing operations

04-production-routing-operations.xlsx

Action required

Import all 34 operations. Reconcile routing, sequence, resource, duration, and time unit.

Master Data > Production Master Data > Production Routing > Production Routing Operations.

Production Routing Operations path in the catalog

  1. Theme: select Master Data.
  2. Group: select Production Master Data.
  3. Section: select Production Routing.
  4. Topic: select Production Routing Operations.
  1. Check Routing Operation in the panel title to confirm the topic.
  2. Select the Import operation.
  3. Click Import Routing Operation and choose 04-production-routing-operations.xlsx. Import starts after file selection; check the response before continuing.

Title, operation, and import button for Routing Operation

Read-only excerpt of the original export: sheet Data, 34 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Routing IdOperation Sequence (Integer number)Production Resource IdOperation DurationTime Unit (S, M, H or D; default H)
ROTEIRO_FABRICA_LESTE_BOBINA_BRANCO_751REC_BOBINA_BRANCO_LESTE2.4H
ROTEIRO_FABRICA_LESTE_BOBINA_BRANCO_901REC_BOBINA_BRANCO_LESTE2.4H
ROTEIRO_FABRICA_LESTE_BOBINA_SANITARIO1REC_BOBINA_SANITARIO_LESTE4H
ROTEIRO_FABRICA_LESTE_PA_BRANCO_75_A4_1001REC_CONVERSAO_BRANCO_LESTE2H
ROTEIRO_FABRICA_LESTE_PA_BRANCO_75_A4_501REC_CONVERSAO_BRANCO_LESTE2H

Scroll horizontally to check every column.

Field Meaning Tutorial value
Routing Id Routing to which the operation belongs. ROTEIRO_FABRICA_LESTE_PA_COPIA_A4
Operation Sequence (Integer number) Integer order within the routing. 1
Production Resource Id Resource consumed by the operation. REC_CONVERSAO_BRANCO_LESTE
Operation Duration Time the resource takes to process the routing base quantity. 2 in East; 4 in South
Time Unit (S, M, H or D; default H) Unit of the duration. H

Each routing in this scenario has one operation that points to one resource. The routing defines the 8 TON base output; the operation states the hours required for that base. The engine scales this relationship to constrain the resource; this is not detailed order sequencing.

Checkpoint: the topic should return 34 operations, each referencing an existing routing and resource.

5. Create the bill of materials

05-bill-of-materials.xlsx

Action required

Import all 34 bill-of-materials headers before importing their components.

Master Data > Production Master Data > Bill of Materials > Bill of Materials.

Bill of Materials path in the catalog

  1. Theme: select Master Data.
  2. Group: select Production Master Data.
  3. Section: select Bill of Materials.
  4. Topic: select Bill of Materials.
  1. Check Bill of Materials in the panel title to confirm the topic.
  2. Select the Import operation.
  3. Click Import Bill of Materials and choose 05-bill-of-materials.xlsx. Import starts after file selection; check the response before continuing.

Title, operation, and import button for Bill of Materials

Read-only excerpt of the original export: sheet Data, 34 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Bill of Materials IdDescriptionLocation IdOutput Material IdOutput QuantityOutput Unit of Measure IdPriorityActive (true/false or 1/0)Bill of Materials can be used without production version
LT_FABRICA_LESTE_BOBINA_BRANCO_75Fábrica Leste — Bobina de papel branco 75 g/m²FABRICA_LESTEBOBINA_BRANCO_751TON1TRUEFALSE
LT_FABRICA_LESTE_BOBINA_BRANCO_90Fábrica Leste — Bobina de papel branco 90 g/m²FABRICA_LESTEBOBINA_BRANCO_901TON1TRUEFALSE
LT_FABRICA_LESTE_BOBINA_SANITARIOFábrica Leste — Bobina de papel tissueFABRICA_LESTEBOBINA_SANITARIO1TON1TRUEFALSE
LT_FABRICA_LESTE_PA_BRANCO_75_A4_100Fábrica Leste — Papel branco A4 75 g/m² — 100 folhasFABRICA_LESTEPA_BRANCO_75_A4_1001TON1TRUEFALSE
LT_FABRICA_LESTE_PA_BRANCO_75_A4_50Fábrica Leste — Papel branco A4 75 g/m² — 50 folhasFABRICA_LESTEPA_BRANCO_75_A4_501TON1TRUEFALSE

Field Meaning Tutorial value
Bill of Materials Id BOM code referenced by components and the version. LT_FABRICA_LESTE_PA_COPIA_A4
Description Name of the production recipe. East mill — Copy paper A4 finished product
Location Id Plant where the recipe is valid. FABRICA_LESTE
Output Material Id Resulting material. PA_COPIA_A4
Output Quantity Recipe output quantity. 1
Output Unit of Measure Id Output unit. TON
Priority Preference order. 1
Active (true/false or 1/0) Determines whether the BOM is active. true
Bill of Materials can be used without production version Allows the BOM without a version linking it to a routing. false

Checkpoint: verify the BOM ID, plant, and output material in a Download before loading components.

6. Load components

06-bill-of-materials-components.xlsx

Action required

Import all 34 components only after the bills of materials exist.

Master Data > Production Master Data > Bill of Materials > Bill of Materials Components.

Bill of Materials Components path in the catalog

  1. Theme: select Master Data.
  2. Group: select Production Master Data.
  3. Section: select Bill of Materials.
  4. Topic: select Bill of Materials Components.
  1. Check Bill of Materials Components in the panel title to confirm the topic.
  2. Select the Import operation.
  3. Click Import Bill of Materials Components and choose 06-bill-of-materials-components.xlsx. Import starts after file selection; check the response before continuing.

Title, operation, and import button for Bill of Materials Components

Read-only excerpt of the original export: sheet Data, 34 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

Bill of Materials IdComponent Material IdComponent Material Quantity Unit of Measure IdComponent Material Quantity
LT_FABRICA_LESTE_BOBINA_BRANCO_75MP_CELULOSETON1.05
LT_FABRICA_LESTE_BOBINA_BRANCO_90MP_CELULOSETON1.05
LT_FABRICA_LESTE_BOBINA_SANITARIOMP_CELULOSETON1.08
LT_FABRICA_LESTE_PA_BRANCO_75_A4_100PILHA_BRANCO_75TON1.01
LT_FABRICA_LESTE_PA_BRANCO_75_A4_50PILHA_BRANCO_75TON1.01

Field Meaning Tutorial value
Bill of Materials Id BOM that consumes the component. LT_FABRICA_LESTE_PA_COPIA_A4
Component Material Id Input material consumed. PILHA_BRANCO_75
Component Material Quantity Unit of Measure Id Consumption unit. TON
Component Material Quantity Consumption per BOM output quantity. 1.01

The chain uses 1.05 TON of pulp per TON of roll, 1.02 TON of roll per TON of skid, and 1.01 TON of skid per TON of finished good. These values represent technical consumption and physical loss; they are not costs.

Checkpoint: the Download should return the component tied to the exact BOM ID.

07-production-version.xlsx

Action required

Import all 34 versions last. If an import fails, stop and reconcile the material, location, routing, and bill-of-materials IDs.

Master Data > Production Master Data > Production Version > Production Version.

Production Version path in the catalog

  1. Theme: select Master Data.
  2. Group: select Production Master Data.
  3. Section: select Production Version.
  4. Topic: select Production Version.
  1. Check Production Version in the panel title to confirm the topic.
  2. Select the Import operation.
  3. Click Import Production Version and choose 07-production-version.xlsx. Import starts after file selection; check the response before continuing.

Title, operation, and import button for Production Version

Read-only excerpt of the original export: sheet Data, 34 data rows; first 5 shown below. Headers and values are preserved. This webpage table does not alter the XLSX.

IdLocation IdPriorityOutput Material IdRouting IdBill of Materials IdActive
VP_TUTORIAL_031FABRICA_LESTE1PA_COPIA_A4ROTEIRO_FABRICA_LESTE_PA_COPIA_A4LT_FABRICA_LESTE_PA_COPIA_A4TRUE
VP_TUTORIAL_030FABRICA_SUL1PILHA_SANITARIO_TRIPLOROTEIRO_FABRICA_SUL_PILHA_SANITARIO_TRIPLOLT_FABRICA_SUL_PILHA_SANITARIO_TRIPLOTRUE
VP_TUTORIAL_021FABRICA_SUL1PA_BRANCO_75_CARTA_100ROTEIRO_FABRICA_SUL_PA_BRANCO_75_CARTA_100LT_FABRICA_SUL_PA_BRANCO_75_CARTA_100TRUE
VP_TUTORIAL_020FABRICA_SUL1PA_BRANCO_75_A4_50ROTEIRO_FABRICA_SUL_PA_BRANCO_75_A4_50LT_FABRICA_SUL_PA_BRANCO_75_A4_50TRUE
VP_TUTORIAL_032FABRICA_LESTE1PA_PREMIUM_A4ROTEIRO_FABRICA_LESTE_PA_PREMIUM_A4LT_FABRICA_LESTE_PA_PREMIUM_A4TRUE

Scroll horizontally to check every column.

Field Meaning Tutorial value
Id Unique production-version code. VP_TUTORIAL_031
Location Id Plant where the version is valid. FABRICA_LESTE
Priority Preference order. 1
Output Material Id Material produced. PA_COPIA_A4
Routing Id Routing used by the version. ROTEIRO_FABRICA_LESTE_PA_COPIA_A4
Bill of Materials Id BOM used by the version. LT_FABRICA_LESTE_PA_COPIA_A4
Active Determines whether the version can be used. true

Output Material Id validates the output already defined by the routing and bill of materials. It is not a separate material association.

Checkpoint: the Download must reproduce the three links — material, routing, and BOM — at the same location.

Completion criterion

Complete the chapter when all seven Downloads reproduce 10 resources, 120 availability rows, and 34 routings, operations, bills of materials, components, and versions without reference, location, or unit errors. The clean tutorial run confirmed positive roll, skid, PA_COPIA_A4, and PA_PREMIUM_A4 production at both FABRICA_LESTE and FABRICA_SUL; each new installation should repeat this proof when running the Supply Plan.

Return to Demand Plan review, or continue with the supply network.