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Procurement Planning

Procurement Planning

Strategic procurement planning including annual planning cycles, demand forecasting, MRP integration for automated replenishment, and budget reservation/commitment tracking.

PostgreSQL
4 Tables
Schema: planning
MRP Integration

Planning Process Flow

ANNUAL PLAN
DEMAND FORECAST
MRP RUN
BUDGET COMMIT
4
Planning Processes
Annual
Planning Cycle
MRP
Auto Replenish
Budget
Commitment

1. Annual Procurement Planning

1

Annual Plan Creation

Create and manage annual procurement plans with category breakdowns, quarterly distribution, and budget allocation.

planning.annual_procurement_plans

  • plan_number - Unique plan identifier
  • fiscal_year - Planning year
  • category_breakdown - JSON: Spend by category
  • quarterly_distribution - JSON: Q1/Q2/Q3/Q4 split
  • total_planned_value - Total budget
  • revision_number - Plan version

Planning Cycle

  • • Oct-Nov: Department submissions
  • • Dec: Consolidation & review
  • • Jan: Board approval
  • • Feb: Plan activation

Plan Components

  • • Category-wise allocation
  • • Quarterly phasing
  • • Strategic initiatives
  • • Savings targets

2. Demand Forecasting

1

Demand Forecast Management

Statistical and ML-based demand forecasting with safety stock and reorder point calculations.

planning.demand_forecasts

  • forecast_period - Monthly/quarterly period
  • forecast_type - STATISTICAL, ML, MANUAL, SEASONAL
  • historical_usage - Past consumption data
  • forecasted_demand - Predicted requirement
  • safety_stock / reorder_point - Inventory parameters
  • economic_order_qty - Optimal order size

Forecasting Methods

Moving Average for stable demand, Exponential Smoothing for trends, Seasonal decomposition for cyclical items, ML models for complex patterns. Confidence levels guide safety stock.

3. MRP Integration

1

Material Requirements Planning

Automated replenishment based on MRP runs with direct PR generation capability.

planning.mrp_integrations

  • mrp_run_date - When MRP was executed
  • current_stock / committed_stock / available_stock - Inventory
  • gross_requirement / net_requirement - Demand
  • planned_order_qty / planned_order_date - Replenishment
  • generated_pr_id - Auto-created PR reference
  • source_system - ERP integration source
MRP RUN
NET REQUIREMENT
PLANNED ORDER
AUTO PR

4. Budget Reservation & Commitment

1

Budget Commitment Tracking

Reserve and commit budget at PR/PO creation to prevent overspending.

planning.budget_commitments

  • commitment_number - Unique commitment ID
  • budget_code - Cost center/WBS element
  • entity_type - PR, PO, CONTRACT
  • committed_amount - Reserved amount
  • commitment_date / release_date - Timeline
  • status - COMMITTED, UTILIZED, RELEASED

Commitment Lifecycle

  • COMMITTED Budget reserved
  • PARTIALLY Partial utilization
  • UTILIZED Fully consumed

Budget Controls

  • • Real-time availability check
  • • Block if insufficient
  • • Auto-release on cancellation

Database Schema Summary

TablePurposeKey Columns
planning.annual_procurement_plansAnnual planningfiscal_year, category_breakdown
planning.demand_forecastsDemand forecastingforecast_type, forecasted_demand
planning.mrp_integrationsMRP integrationnet_requirement, planned_order
planning.budget_commitmentsBudget controlcommitted_amount, status