System and method for determining a promise date for a demand in a business environment

• US 8,015,044 B2
• Filed: 10/31/2007
• Issued: 09/06/2011
• Est. Priority Date: 05/17/2002
• Status: Active Grant

• Current Assignee: Kinaxis Incorporated
• Original Assignee: Kinaxis Holdings Incorporated
• Inventors: Ticala, Vasile Gelu, Crozman, James Robert, Klett, Robert Duncan
• Primary Examiner(s): Jarrett; Scott L
• Application Number:
  US11/980,384
• Publication Number:
  US 20080065407A1
• Time in Patent Office: 1,406 Days
• Field of Search: 705/7.11
• US Class Current: 705/7.12
• CPC Class Codes: G06Q 10/0631 Resource planning, allocation, distributing or scheduling for enterprises or organisations
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders

Abstract

The present invention provides a method and a system for determining a promise date for a demand whose supply depends on constraints in a business environment. According to the present invention, information related to the business environment is stored within a data storage means. The present invention provides a processor coupled to the data storage means from which it requests and retrieves data. The processor also determines a plan date for each supply in the supply structure. The plan date is determined, from a highest level to a lowest level in the supply structure, based on existing and planned supply in the supply structure. After determining a plan date, the processor determines an available date for each supply in the supply structure. The available date is determined, from the lowest level to the highest level in the supply structure, based on the availability of each supply in the supply structure, and the plan date determined for each supply. Finally, the processor generates a promise date for the demand for the item based on each available date determined for a corresponding supply in the supply structure. The present invention advantageously generates promise dates based on information available in real-time on both the supply structure and the capacity constraints for a given item.

Claims

1. A system for calculating respective promise dates for two or more demands produced for an item based on a supply structure for fulfilling the demands, the system comprising:

one or more data storage means for storing data information related to distribution and supply chain operation; and

a processor operatively coupled to the one or more data storage means;

the one or more data storage means further comprising statements and instructions for implementation by the processor to calculate the respective promise dates for the two or more demands by;

(a) associating an assigned priority value to each of the demands produced for the item;

(b) for each supply in the supply structure, determining a plan date, based on an existing and planned supply in the supply structure, from a highest level to a lowest level in the supply structure until plan dates have been determined for all supplies in the supply structure for the two or more demands;

(c) determining available dates for the item based on an availability of each supply in the supply structure, wherein the available dates are determined based on the following steps;

(c1) sorting a supply list by supply availability;

(c2) sorting a demand list by plan date;

(c3) determining when a last available supply on the sorted supply list fulfills a last planned demand on the sorted demand list by its plan date;

(c4) for the last planned demand fulfilled by its plan date, allocating the last available supply to the last planned demand based on its plan date;

(c5) for the last planned demand not fulfilled by its plan date, allocating the last available supply to an unfulfilled demand having a lowest assigned priority value;

(c6) recording the allocation in steps (c4) and (c5) in an allocation record;

(c7) repeating steps (c3) to (c6) successively for each supply on the sorted supply list until lowest level available dates are determined for the lowest level of the supply structure; and

(c8) propagating the lowest level available dates to a next level in the supply structure, repeating steps (c1) to (c7) to provide next level available dates;

wherein steps (c1) through (c8) are executed for each supply in the supply structure successively from the lowest level to the highest level in the supply structure; and

(d) generating the respective promise dates for the demands based on the available dates determined in step (c), whereby the respective promise dates are committed to the demands produced for the item.

2. The system according to claim 1, wherein the plan date for each supply in the supply structure is stored in the one or more data storage means as an intermediate result, the one or more data storage means comprising further statements and instructions for implementation by the processor to determine the available date for each supply in the supply structure taking into account said intermediate result, such that when there is a change in the availability of a supply, recalculation by the processor of an appropriate plan date can be avoided and calculation by the processor of an affected supply available date uses existing stored intermediate results.

3. The system according to claim 1, wherein the available date calculated for each supply is stored in the one or more data storage means as an intermediate result, the one or more data storage means comprising further statements and instructions for implementation by the processor to calculate the promise date for each demand for the item based on relevant storage for intermediate results, corresponding to appropriate available dates, such that when there is a change in availability of a supply, recalculation of intermediate results corresponding to available dates for which calculation was independent of availability of an affected supply can be avoided and intermediate results corresponding to available dates can continue to be used by the processor to calculate promise dates.

4. The system according to claim 1, wherein the available date calculated for each supply is stored in the one or more data storage means as an intermediate result, the one or more data storage means comprising further statements and instructions for implementation by the processor to calculate the promise date for each demand for the item based on relevant storage for intermediate results, corresponding to appropriate available dates, such that when there is a change in availability of a supply, recalculation of intermediate results corresponding to available dates for which calculation was independent of availability of an affected supply can be avoided and intermediate results corresponding to available dates can continue to be used by the processor to calculate promise dates.

5. The system according to claim 1, wherein the plan dates are determined by the processor based on the availability of at least one capacity constraint required to fulfill at least one supply.

6. The system according to claim 1, wherein the one or more data storage means includes means for storing a plurality of versions of the data information.

7. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for retrieving and storing intermediate results for continuous calculation of promise dates.

8. The system according to claim 1, the one or more data storage means further comprising statements and instructions such that the respective promise dates are generated while maintaining at least one promise date previously committed for a previous demand and such that the at least one promise date previously committed for the previous demand is at least equal in priority value to the priority value assigned to a given one of the respective demands, such that a new promise date can be calculated by the processor for a new demand without recalculating or altering existing promise dates for existing demands.

9. The system according to claim 1, wherein the available dates are determined by the processor based on the availability of at least one capacity constraint required to fulfill at least one supply.

10. The system according to claim 1, wherein in step (c5) the last available supply is allocated to a last planned one of a plurality of unfulfilled demands having a same lowest assigned priority value.

11. The system according to claim 1, wherein in step (c5) the last available supply is allocated amongst a plurality of unfulfilled demands having a same lowest assigned priority value.

12. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for further including the steps of:

in step (c), determining an excess supply based on a quantity of supply that exists to fulfill the demands; and

in step (c5), when allocating late supplies, setting aside remaining ones of the excess supply as available for future demands.

13. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for further including the steps of, in step (c):

determining an excess supply based on a quantity of supply that exists to fulfill the demands; and

tracking the excess supplies to fulfill earlier planned demands.

14. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for further including the steps of:

in step (c), determining an excess supply based on a quantity of supply that exists to fulfill the demands; and

in step (c4), when allocating on-time supplies, setting aside remaining ones of the excess supply thereby allowing earlier supplies to fulfill earlier planned demands as early as possible.

15. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for further including the steps of, prior to step (a), queuing the demands according to a sub-priority value assigned to each supply and each demand for the item, wherein the sub-priority value is defined by a sequence in which the each supply and the each demand for the item was committed, whereby in step (d) the promise dates are generated while maintaining at least one promise date previously committed for a previous demand.

16. The system according to claim 1, the one or more data storage means comprising further statements and instructions for implementation by the processor for further including following step (d), the steps of:

(d1) retrieving the allocation record of the each supply;

(d2) providing at least one peg record for each link determined from the highest level demand to a next highest demand;

(d3) tracking the each supply allocated to the demand as a path of links, from the highest level to the lowest level in the supply structure; and

(d4) maintaining a record for the path of links determined in step (d3);

wherein step (d2) is repeated for the highest level to the lowest level of the supply structure.