Skip to content

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.

How the objects connect

flowchart LR
    RM[RAW_PULP] --> ROLL[Roll]
    ROLL --> SKID[Skid]
    SKID --> FG[Finished good]
    ML[Output material + location] --> PV[Production version]
    PV --> RT[Production routing]
    RT --> OP[Operation]
    OP --> PR[Production resource]
    PR --> AM[Monthly availability]
    PV --> BOM[Bill of materials / recipe]
    BOM --> CP[Components]
    CP --> RM

Transportation is intentionally absent: the supply network is loaded in the next chapter.

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

Open production resources file with ten resources across the East and South plants

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. MILL_EAST or MILL_SOUTH
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

Open monthly availability file with resource, month, and available hours

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 MILL_EAST and MILL_SOUTH.

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

Production-routing excerpt with the new FG_COPY_A4 and FG_PREMIUM_A4 finished goods at both plants

Scroll horizontally to check every column.

Field Meaning Tutorial value
Routing Id Routing code referenced by operations and the production version. ROUTING_MILL_EAST_FG_COPY_A4
Description Name of the production process. East mill — Copy paper A4 finished product
Location Id Plant where the routing runs. MILL_EAST
Output Material Id Material produced by the routing. FG_COPY_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

Routing-operation excerpt with the converting resources for the new finished goods at both plants

Scroll horizontally to check every column.

Field Meaning Tutorial value
Routing Id Routing to which the operation belongs. ROUTING_MILL_EAST_FG_COPY_A4
Operation Sequence (Integer number) Integer order within the routing. 1
Production Resource Id Resource consumed by the operation. RES_CONVERT_WHITE_EAST
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

Open bill of materials file with output, quantity, unit, priority, and status

Field Meaning Tutorial value
Bill of Materials Id BOM code referenced by components and the version. BOM_MILL_EAST_FG_COPY_A4
Description Name of the production recipe. East mill — Copy paper A4 finished product
Location Id Plant where the recipe is valid. MILL_EAST
Output Material Id Resulting material. FG_COPY_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

Open component file with BOM, input material, unit, and quantity

Field Meaning Tutorial value
Bill of Materials Id BOM that consumes the component. BOM_MILL_EAST_FG_COPY_A4
Component Material Id Input material consumed. SKID_WHITE_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

Open production version file linking material, routing, and bill of materials

Scroll horizontally to check every column.

Field Meaning Tutorial value
Id Unique production-version code. PV_TUT_031
Location Id Plant where the version is valid. MILL_EAST
Priority Preference order. 1
Output Material Id Material produced. FG_COPY_A4
Routing Id Routing used by the version. ROUTING_MILL_EAST_FG_COPY_A4
Bill of Materials Id BOM used by the version. BOM_MILL_EAST_FG_COPY_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, FG_COPY_A4, and FG_PREMIUM_A4 production at both MILL_EAST and MILL_SOUTH; each new installation should repeat this proof when running the Supply Plan.

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