Planned Adjustment Factor
Menu > Planned Adjustment Factor
Last updated
Menu > Planned Adjustment Factor
Last updated
Planned Adjustment Factors (PAF) are used to dynamically adjust buffer levels via ADU adjustments for expected trends over a longer period of time. They are mostly used for periods of seasonality, such as ramping up replenishment buffers ahead of a known seasonal high period to ensure you receive the appropriate increase in supply during the seasonal period.
The goal of a PAF is to order and receive supply based on the expected ADU change prior to and during the period of seasonality or other adjustment period.
The Planned Adjustment Factor will affect all buffer zones that utilize the ADU, so it is important to consider whether or not you need to use a PAF (multi-month adjustment to ADU) or CDAF (shorter or longer term adjustment to a single zone) for the situation.
The default value for each month is 100, which means that 100% of the ADU will be used for that month. If you wish to increase the ADU and the buffer zones, you should increase the percentage value in the months over a gradual period of time that you expect the seasonality. To return the buffers to normal, decrease them slowly over a few months back to 100%. To decrease a buffer value/ADU value, gradually decrease the monthly values from 100%.
Pentair set up Planned Adjustment Factors for parts with seasonal demand.
To add a new Planned Adjustment Factor, go to the Menu and select "Planned Adjustment Factor" in the Editors section. Click the "+ Add" button in the upper right hand corner.
In the New PAF Entry pop-up, you will complete the initial set up for the PAF. Enter in the Name, Location, and Description for the PAF.
Name
Customize the name to the situation you use it for. This will allow you to easily assign it to parts and find it later if you need to copy it again.
PAFs are location-specific. You will need to create multiple PAFs if the adjustment impacts multiple locations.
Description
Explain the purpose of the PAF and the specific adjustment you are making.
Unlike in many of the other adjustments and editors, you will only name and perform initial set up for the PAF in the PAF Entry pop-up. To input the appropriate ADU adjustment settings, you will in-line edit the PAF you have created. Select "Edit" to start inputting adjustments.
There are two key timing assumptions that R+ makes about the PAF.
The first is that it assumes that the adjustment factor on the month is required on the first day of that month. In the below image, R+ will ramp up the ADU to 140% by August 1. This means that it will start calculating adjustment factors starting July 1 to ensure a gradual change to 140% by August 1.
Second, like the Cycle Day Adjustment Factor, the Planned Adjustment Factor is applied to the part 1 RPlus Lead Time prior to the time the adjustment starts to take place. This is because R+ assumes that you need the supply increase or decrease prior to or at the date of the adjustment period.
Therefore, in this example, you will start to see the change in the PAF percentage on the part 1 Lead Time prior to July 1.
There are two ways to add a PAF to a part. Vie the part editor, or through the parts file upload
In Part editor, find the part you want to apply and select "Details"
2. Click "Edit" in the top right and then choose the PAF you want under Cycle
3. Click "Save"
Pentair has manually created PAFs thus far in QA for testing. Have not created PAFs via CSV upload yet.
This will be a configuration import, so the import file will have the following columns. Fill in the appropriate PAF you want to apply. Save as a CSV.
2. Go to Menu > Import Management and click Configuration Import
3. Add your file, click "Save and Continue"
4. Click "Validate Data". If there are no errors click "Start" to trigger the import.
