You can update your plans in several ways.
– Manually in the user interface (this is recommended if you have fewer than 10 parts to update)
– Manually with a template
– Partially automate with a template using your technical resources
– Use DemandLine: Use Robot Morning’s DemandLine software to fully automate the following processes with many customer portals: Create ASNs and shipments
– Update plans (commits)
– Download and perform analytics on schedules from customers’ portals
– Update your ERP with new schedule information
SupplyLine Share Plans Video
Manually Update Plan
Access the Item View screen for a part. Click Edit to open a window that will help you update your plan.
Direct to Primary Customer
1. Your supplier item code, if it is different from the item code used by the customer.
2. Enter your lead time (days or weeks, depending on the SupplyLine instance).
3. Enter your unit weight and unit of measure.
4. Enter your current stock.
5. Use Add or Delete to add or delete work orders or planned production.
6. Click Save once you complete your updates.
Indirect to Other Customers
1. Your supplier item code, if it is different from the item code used by the customer.
2. Enter your lead time (days or weeks, depending on the SupplyLine instance).
3. Enter your unit weight and unit of measure.
4. Enter your current stock.
5. Use Add or Delete to add or delete work orders or planned production.
6. Click Save once you have completed your updates.
Material consumer (Purchasing from Suppliers)
1. Your item code, if it is different from the item code used by the customer.
2. Enter your supplier’s lead time (days or weeks, depending on the SupplyLine instance).
3. View and change the quantities of finished goods which require this material.
4. Enter your current stock.
5. Use Add or Delete to add or delete purchase order information.
6. Click Save once you have completed your updates.
Update Using Operational Data Template
The Operational Data Template contains several sheets which, when downloaded, are populated with your parts and schedule information. Each sheet can be matched to a report found within most ERP systems. Review the information in the top of each sheet within the template to determine which report within your ERP will provide you with the data needed to update the sheet.
To download the Operational Data Template:
1. If your user account is linked to more than one supplier, select a single supplier in the
Current Supplier dropdown menu.
2. Click File Exchange in the SupplyLine menu.
3. In the Download from Customer section of the screen, make sure the file type is set to
Operational Data Template.
4. Click Download.
Before updating the spreadsheet and uploading Operational Data to SupplyLine, you should keep the following in mind:
- Unless a cell is specifically marked as optional, it is a required field
- You can use the Operational Data Template to reset plans for all parts, or to update plans for onlysome parts in SupplyLine.
- If you intend to completely reset plans for all parts, it is necessary to check Reset operational data for all parts when uploading new plans. This clears out plans for all parts and refreshes SupplyLine with the contents of the uploaded spreadsheet.
- If you intend to update plans for only some parts while maintaining the existing plans in SupplyLine for all other parts, Reset operational data for all parts should be left unchecked.
Once the Operational Data Template has been updated, you can upload it to SupplyLine by following these steps:
1. Save the updated spreadsheet to your computer.
2. If your user account is linked to more than one supplier, select a single supplier in the
Current Supplier dropdown menu.
3. Click File Exchange in the SupplyLine menu.
4. If you are resetting data for all parts, click the checkbox.
5. In the Upload to Customer section of the screen, click Browse to select and attach the file.
6. Click Upload.
7. Review the confirmation screen. Click Yes to upload.