Capacity Plan

The Capacity Plan doctype serves as the central workspace for production planning. It consolidates demand (from either Expected Sales or Sales Orders), applies filters, and generates the detailed list of items that require capacity allocation. From this consolidated demand, the system creates Capacity Slots by matching products with BOMs, operations, workstations, and production teams.

This doctype is the bridge between demand forecasting and production execution.

Key Fields

• Production Type Defines the planning method:

  • Engineer-to-Order (ETO) → Creates a unique capacity slot for every item series, suitable for custom or one-off products where each demand line is unique.
  • Make-to-Order (MTO) → Groups items by order demand, optimizing resources when multiple identical products are planned together.

• Get Items From Determines the demand source for planning:

  • Expected Sales → Used for forecast-driven planning, integrating with the Sales Forecast module.
  • Sales Orders → Used for actual demand-driven planning, ensuring capacity reflects real confirmed orders.

• Filters Narrow down demand sources to ensure relevant items are planned:

  • Item Code – Focus on specific products.
  • From Date / To Date – Time window for expected delivery or production start.
  • Posting Date – Transactional date of sales records.
  • Sales Order Status – Filter by delivery/billing stage (To Deliver and Bill, To Bill, To Deliver).

• Reference List Table A child table that lists all filtered Expected Sales or Sales Orders. This provides traceability, ensuring the planner knows exactly which records contributed to the plan.

• Items Table Extracts the final products from the reference list, consolidating their required quantities. Each row includes:

  • Item Code
  • Description
  • Required Quantity
  • Required Date

• Item Series Table When the same product appears multiple times (e.g., multiple orders for the same SKU), the system automatically splits them into separate series. This ensures each demand instance is uniquely tracked and planned.

📷 [Placeholder: Screenshot of Capacity Plan Doctype – Reference List & Items]

Business Logic

• The Capacity Plan does not yet allocate operations. Instead, it organizes demand into a structured dataset ready for Capacity Slot generation.
• The Item Series concept allows granularity in planning, especially for Engineer-to-Order workflows.
• Multiple filters provide planners with control over which demand signals are prioritized.
• The document acts as the single source of truth for all planned production before execution scheduling begins.

تحبني أكتبلك بعده مباشرة جزء Capacity Slot بالتفصيل (اللي فيه Operation, Workstation, Start/End time, Source Type …)؟