ERP Tutorial ERPSupply ChainTutorialDP Sound SystemsStep by Step

2026-07-05 📖 8 min read 👁 3 views

This post covers the S&OP Planning Cycles module in TechnoPKG ERP — tested live at technopkg.com/erp/sop. We walk through the complete Q3 2025 S&OP cycle from demand review to implementation, completing all five phases live on the portal.

The S&OP Planning Cycles Page

Navigate to ERP → S&OP Cycles from the sidebar.

Page title: *"S&OP Planning Cycles"* Subtitle: *"Sales & Operations Planning — Demand forecasting, supply review, and order implementation"* Button: + New S&OP Cycle

The Active Cycle — Q3 2025

The portal shows one active cycle:

Q3 2025 S&OP Planning Cycle

• ID: SOP-2025-Q3
• Period: 2025-07-01 → 2025-09-30
• Horizon: 3 months
• Created by: admin

Phase pipeline visible on the list: ✅ Demand Review → 🔵 Supply Review → ⏸ Pre-S&OP Meeting → ⏸ Executive S&OP → ✅ Implementation

Orders already created from this cycle:

• PO-SOP-025-Q3-ITM-004
• WO-SOP-025-Q3-ITM-001
• WO-SOP-025-Q3-ITM-002
• WO-SOP-025-Q3-ITM-003

Step 1 — Open the Cycle

Click Open → on the Q3 2025 cycle. The cycle detail page shows:

S&OP Phase Progress

Five phases displayed as a horizontal pipeline:

Each phase has a Mark Complete button when it is the active phase.

Step 2 — Demand Plan (Editable Forecast)

Below the phase pipeline, the Demand Plan — Editable Forecast table shows rolling 3-month demand by item. Any cell can be clicked to edit the forecast quantity.

Live Q3 2025 demand plan:

Forecast methods used:

• Moving Average — averages recent periods (SmartBar, HomeTheatre, SubWoofer)
• Trend — extrapolates a growth or decline trend (PortablePA — 88% confidence, highest in the plan)

Step 3 — Supply Plan (Auto-Calculated)

Scrolling down reveals the Supply Plan (Auto-Calculated) section:

Lead Time Calculation logic shown on screen:

Scheduled Ship Date = Period Start + Item Lead Time
PO Due Date         = Period Start − 2 days buffer
WO Start            = Today
WO Due              = Period Start

Step 4 — Complete All Five Phases

We completed each phase live by clicking Mark Complete:

Phase 1: Supply Review → Complete

Phase 2: Pre-S&OP Meeting → Complete

Phase Progress updated:

• ✅ Demand Review — Complete (2025-06-10)
• ✅ Supply Review — Complete (2026-07-05)
• ▶ Pre-S&OP Meeting — In Progress
• ⏸ Executive S&OP — Pending
• ✅ Implementation — Complete

Phase 3: Executive S&OP → Complete

All four review phases now complete. Status badge changes to Approved. Button appears: ⚡ Implement Plan

Phase 4: Implementation → Complete

Final phase state — all 5 complete:

Step 5 — Implement the Plan

With all phases complete and status showing Approved, click ⚡ Implement Plan.

Confirmation dialog:

Click OK.

Orders automatically generated by the portal:

The cycle status badge updates to Implemented ✅.

The S&OP Hierarchy in TechnoPKG

S&OP Cycle  (3-month horizon, product level)
     ↓  sets demand targets
MRP         (8-week detail, item level)
     ↓  generates planned orders
Purchase Orders  +  Work Orders
     ↓  executed by purchasing and production
PO Receipts  +  Production completions
     ↓  updates inventory
Inventory on-hand
     ↓  fulfils
Sales Orders  →  Shipments

Every layer in this chain was tested live in this tutorial series. S&OP sets the direction. MRP fills in the detail. Purchasing and production execute. Inventory absorbs variability. Sales orders get fulfilled.

What the S&OP Plan Actually Created

When we clicked Implement Plan on the Q3 2025 S&OP cycle, the portal did not just record an approval — it created real operational orders that immediately appeared in the ERP modules.

Portal confirmation:

The 4 Orders Generated

1 Purchase Order — for the BUY item:

This PO appeared immediately in the Purchase Orders list. The supplier lead time is 21 days — the longest of any item. This means the PO needed to be raised at the start of Q3 to have any chance of arriving before demand peaks.

3 Work Orders — for the MAKE items:

All three WOs appeared in the Work Orders list with:

• BOM auto-loaded (BOM-001, BOM-002, BOM-003)
• Routing auto-loaded (RTG-001, RTG-002, RTG-003)
• Status: Draft
• Start date: 2026-07-05 (today)

Why Components Were Not Ordered

The supply plan showed all 4 components (Speaker Cabinet, Amplifier Board, Audio Cable, Power Supply) as "Covered by stock" — meaning current inventory is sufficient for the Q3 MAKE items demand. No component POs were needed from this S&OP cycle.

This is the S&OP system working correctly — it checked available inventory before generating orders, and only created what was genuinely needed.

What Happened Next in the Work Orders Module

After S&OP implementation, navigating to Work Orders showed all three new WOs alongside existing ones:

Each WO is in Draft status — ready for the production planner to review, schedule, and release to the production floor. Once released, operations teams pick them up, complete each routing step, and mark the WO complete — adding finished goods to inventory.

The Full Chain from S&OP to Shipment

This is what the S&OP Implement Plan triggered, end to end:

S&OP Plan Approved
        │
        ├─── Purchase Order (PO-SOP-025-Q3-ITM-004)
        │         SubWoofer WRL-400 × 140
        │         → Supplier contacted
        │         → Goods received → PO Receipt
        │         → Inventory updated (+140 SubWoofers)
        │
        ├─── Work Order (WO-SOP-025-Q3-ITM-001)
        │         SmartBar Pro 500 × 130
        │         → Released to Assembly Line A
        │         → 4 operations completed
        │         → WO Complete → Inventory +130 SmartBars
        │
        ├─── Work Order (WO-SOP-025-Q3-ITM-002)
        │         HomeTheatre HT-700 × 42
        │         → Released to production
        │         → WO Complete → Inventory +42 HT-700s
        │
        └─── Work Order (WO-SOP-025-Q3-ITM-003)
                  PortablePA PA-200 × 168
                  → Released to production
                  → WO Complete → Inventory +168 PA-200s
                          │
                          ▼
              All finished goods in inventory
                          │
                          ▼
              Sales Orders fulfilled → Shipments → Closed

S&OP vs MRP — The Key Difference

Both MRP and S&OP generate planned orders. The difference is the level they operate at:

S&OP sets the direction for the quarter. MRP fills in the week-by-week detail within that direction. Together they form the complete planning picture — strategic alignment above, operational precision below.

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*Post 5 of 6 — TechnoPKG ERP Tutorial Series. All phases completed and plan implemented live on technopkg.com, 2026-07-05.*

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