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Simulations

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Written by Baptiste Saussine

Who is this for ?

  • Supply chain managers, production controllers, planners, MRO managers, and anyone who wants to test a planning decision before making it.

What you will learn :

  • what a simulation is, what you can change, how to build and share a scenario, how to read its impact, and how to commit it.

1. What a simulation is

A simulation lets you test a planning decision before you commit to it.

You pick one or more events. You change their dates or their quantities. Pelico then recalculates what happens next: material coverage, shortages, delivery dates, and the effect on the rest of your plan.

Nothing is committed until you say so.

Three things worth knowing

Property

What it means for you

It does not touch your ERP

Running a simulation never changes your source system. Your master data and your live plan stay as they are.

It is saved

Simulations are stored in Pelico. You can leave, come back, and keep working on one.

It is shared

Simulations go into a shared basket. Your colleagues can open a scenario and build on it.

Questions a simulation answers

  • A purchase order will arrive two weeks late. Which work orders break, and what does that do to my customer ?

  • If I push these three late work orders to next week, does my coverage improve, or do I just move the problem ?

  • Which service orders could I close this month if I changed my priorities on a scarce part ?

  • What happens to my material needs if this work order goes up by 20% ?

Once your team agrees on a scenario, you commit it with a separate action. There are three of them, and they do different things. See From simulation to execution below.


2. Words used in this article

Term

Meaning

Simulation input

One change to one event: a new date, a new quantity, or a percentage.

Simulation

A set of inputs across one or many events, tested together as one scenario.

Simulation Basket

The shared space where saved simulations are stored and compared.

Publish Production Planning

Makes your plan the shared reference that other users load.

Apply to execution plan

Commits your changes inside Pelico and empties your basket. Does not touch your ERP.

Push to ERP

Writes your changes back to your ERP. A separate action, available where switched on.


3. What you can simulate

3.1 Which events

Eight types of event can carry a simulation input.

Event type

You would use it to

Work orders

Reschedule production, test a quantity change

Purchase order line schedules

Model a supplier delay or an early delivery

Purchase requests

Test a request that is not yet an order

Advance ship notices (ASN)

Adjust an expected delivery

Customer order lines

Test a change to a customer date or volume

Sales forecasts

Model a change in demand

Stock transfer orders

Adjust a movement between sites

Service orders

Reschedule or reprioritise repair work

You can also simulate gate committed dates on service orders. These use a separate mechanism, not the main basket.


💡This list is the same in every Pelico environment. Your configuration controls which simulation modes you have and sets limits, such as how many simulations can run at once. It does not change which events you can simulate.

3.2 Which levers

Lever

You change

Pelico recalculates

Use it when

Dates

The start date, the end date, or both

The other date, keeping the original duration

You are testing a delay, or pulling work earlier

Quantity ratio

A percentage of the original quantity

Component needs. Dates stay the same.

You are scaling volume up or down

Absolute quantity

The quantity itself

Component needs. Dates stay the same.

You know the exact figure you want

3.3 Changing a date

You move the start date or the end date. Pelico keeps the original duration and moves the other date by the same amount. It counts working days only.

Example

Start

End

Duration

Original

Monday

Friday

5 working days

Simulated

Wednesday

Tuesday, the following week

5 working days

Weekends do not count, so moving the start two working days later moves the end four calendar days later.

What counts as a working day. Monday to Friday. Saturday and Sunday are excluded, using your plant's local time zone. Pelico does not use your site calendar. Public holidays, plant shutdowns and shift patterns do not affect the simulated end date.


⚠️ This means a simulated end date can land on a day your site is closed. It can also look too optimistic across a holiday period. Read simulated dates as working-day arithmetic, and check them against your own site calendar before you commit.

This is the lever people use most. It answers "what if this slips?" and "what if I pull this forward?", and it shows you what that does to everything downstream.

3.4 Changing a quantity by percentage

You apply a percentage to the original quantity. Pelico recalculates the component needs. The dates stay as they are.

Example. You need 20% more output. Apply 120% and read the new material needs and any new shortages.

How the percentage is applied. Pelico converts it into a quantity and rounds to the nearest whole number. Component needs are then rescaled by the percentage and keep their decimals.

Layer

Rounding

Event quantity

Rounded to nearest whole number. 120% of 7 = 8.4, so 8. 8.5 becomes 9.

Component needs

Not rounded. Decimals are kept.


⚠️ A component need can therefore show decimals even though the order quantity is a whole number. This is normal. It is not a display error.

Use this lever when the change applies proportionally, especially across several events at once.

3.5 Changing a quantity directly

You type the quantity you want. The dates stay as they are.

Use this when you know the exact number: a revised production target, or an order cut down to match the stock you actually have. No percentage is involved, so nothing is rounded.


💡Percentage or exact number? Use a percentage when the change is proportional and applies to several events. Use an exact number when you know the figure you want for one event.

3.6 Combining levers

One simulation can hold many inputs across many events. You can change a date and a quantity on the same event in the same scenario. The two fields are independent and Pelico applies them together.

There is one exception. On a stock transfer order, you can simulate either the sending date or the receiving date, but not both. You can still change a date and a quantity on the same transfer order.


4. Building a simulation

You start from any view that lists events. Most people start from the Work Order Book.

  1. Filter to the events you care about. For example, work orders with status Planned and a planned start date earlier than today.

  2. Select them. Tick the checkboxes on the lines you want.

  3. Create a simulation input. Pick your lever and enter the new value.

  4. Read the impact. The view refreshes and shows the simulated state, so you see straight away whether coverage improved.

  5. Keep going. Add inputs, adjust values, and re-read the impact.

  6. Save to the Simulation Basket when the scenario holds together.


💡Build up your simulation step by step. Change one thing, read the impact, then add the next change. A simulation with fifteen changes at once is hard to understand when the result surprises you.


💡You will not lose your work. If you leave a simulation half-finished, Pelico saves it to the basket rather than throwing it away. The default wait is 8 hours.


5. The Simulation Basket

Every saved simulation goes into the Simulation Basket. This is a shared space, so your colleagues can open your scenarios.

What you use it for

  • Comparing before and after. Coverage for the affected events, side by side.

  • Seeing the whole ripple. Not only the events you changed, but every event affected by the change.

  • Working as a team. One person builds a scenario, another opens it and tests different assumptions, a third checks the result.

  • Coming back later. A scenario you built on Monday is still there on Thursday when new information arrives.

How editing works

You cannot edit a saved simulation in place. To change one:

  1. Load it into your own session.

  2. Change the inputs.

  3. Save. This creates a new simulation next to the original.


💡This protects your work. Nobody overwrites the original scenario by accident, so you keep a record of the options your team looked at. It does mean the basket fills up with similar scenarios, so give them clear names.

Who can delete

Action

Who can do it

Delete a simulation you created

You

Delete anyone's simulation

A user with the Pelico Admin role

Delete a colleague's simulation

Nobody else. Pelico will tell you that you can only delete your own.


6. Reading the impact

A simulation only helps if you look at the right views afterwards. Three of them work together.

View

What it tells you

Work Order Book

Coverage for each work order, before and after. Look here first.

Simulation Basket

The before and after comparison, including events you did not change directly.

Line of Balance

Where shortages appear over time. This is your check that you did not just move the problem.


💡People skip the Line of Balance step, and it is the one that catches the most problems. Rescheduling takes pressure off the events you moved, and it can put pressure somewhere else. Always finish there.

You can also download the current table as a CSV or Excel file, for offline review or to share outside Pelico. This export stays on your machine. It writes nothing back to Pelico or your ERP.


7. From simulation to execution

Testing a scenario and committing it are separate steps. Three actions commit a scenario, and they are not stages of one process. None of them triggers another. Pick the one that matches what you want.

Action

What it does

Others can see it ?

Changes your ERP ?

Simulate

Tests a scenario in your own session. Nothing is committed.

No

No

Publish Production Planning

Makes your plan the shared reference other users load.

Yes

No

Apply to execution plan

Commits your changes to the plan inside Pelico and empties your basket. The changes stay after you log out.

—

No

Push to ERP

Writes your changes back to your source system.

—

Yes

Which one do I want?

  • To tell colleagues and get everyone on the same dates → Publish Production Planning. This is the sharing action. Your plan becomes the reference others load.

  • To keep your changes inside Pelico → Apply to execution plan, in the Update execution plan dialog. Note that this empties your basket. The changes move out of the sandbox and onto the plan.

  • To change the data in your ERP → Push to ERP. This is the only action that leaves Pelico.


⚠️ Apply to execution plan does not reach your ERP. Your changes stay in Pelico and survive after you log out, but they never travel outward. If your ERP needs to know, you also need Push to ERP.

Push to ERP

Where it is switched on, Push to ERP writes your changes back to your source system. It covers work orders, customer order lines, purchase order line schedules, ASNs, purchase requests, service orders and stock transfer orders, including their dates and quantities.

How it behaves:

  • It runs in the background, and reports success or failure for each change, so you see exactly what went through.

  • It needs a permission. Your account must have the ERP write-back right.

  • It is off by default, and switched on per environment.

  • It is not instant in Pelico. Your ERP updates, and Pelico shows the new values after its next data refresh. Expect a delay.


⚠️ Push to ERP is not available everywhere. If you cannot see the action, it has not been switched on for your environment. Talk to your Pelico contact. Where it is not available, you enter the changes in your own systems.


💡 Push to ERP is the only step that leaves Pelico, so treat it as the point of no return. Check the scenario in the basket and on the Line of Balance first.


8. Example: unblocking late work orders

The situation. Some work orders are still in Planned status even though their planned start date has passed. You need to reschedule them to realistic dates without creating new shortages.

What to do

  1. Open the Work Order Book. Filter on status Planned with a planned start date earlier than today. These are the orders that need attention now.

  2. Select the work orders and create a simulation input.

  3. Enter new start dates in the near future. Pelico moves the end dates by the same number of working days.

  4. Read coverage in the Work Order Book. Check whether the new dates improve coverage and give you a believable timeline.

  5. Open the Simulation Basket. Compare coverage before and after, and look at the events affected by your change.

  6. Check the Line of Balance. Make sure you have not created new shortages downstream.

  7. Check the dates against your site calendar. Simulated end dates count weekdays only. They do not know about your holidays or shutdowns.

The result. A reschedule you can defend, tested end to end before anything is committed, and a scenario your team can challenge.


9. Example: reducing work in progress in MRO

The situation. Work in progress is the recurring problem in MRO. Service orders sit blocked on missing parts, and neither the OEM nor your supply manager can get the parts to you fast enough to help this month.

The idea. You may not need more stock. You need the right service orders served first.

Several service orders may need the same scarce part. Some are missing one or two components. Others are missing many. If you send the available parts to the nearly finished orders, you close more orders with the same stock. Work in progress drops without a single extra part.

How simulations help. Two levers drive priority in MRO:

  • Service order dates and quantities, simulated like any other event.

  • Gate committed dates, simulated through a separate mechanism.

Moving a commitment earlier raises that order's priority when Pelico allocates material. The scarce part goes to the order that can actually be finished with it, instead of to an order that will stay blocked anyway.

The result. Better coverage, and therefore better on-time delivery and revenue. You get there by changing the order of work, not by buying stock.


⚠️ Section to complete before publishing. The internal source illustrated this with a Required Coverage Date moved from 7 May to 11 April. That date is calculated by Pelico, not something a user can change, so the example does not work as written. This section has been rewritten around service order dates and gate committed dates. We still need confirmation of which field was actually changed in the original demo, so we can put a real before and after example back.


10. Good habits

Habit

Why

Start from a filtered list

A simulation on a clear set of events is much easier to read than one spread across everything.

Change one lever at a time

When the result surprises you, you will know which change caused it.

Always finish on the Line of Balance

It is the only view that tells you whether you solved a shortage or moved it.

Give scenarios clear names

The basket is shared, and editing creates new records. "PO delay 2 weeks, supplier X" helps a colleague. "test 3" does not.

Compare scenarios

The value of simulation is choosing between options, not accepting the first one.

Check dates against your site calendar

Pelico excludes weekends but not holidays or shutdowns.

Keep dates realistic

A start date the shop floor cannot meet produces a plan nobody follows.


11. What simulations cannot do

  • No site calendar. Working days mean Monday to Friday. Public holidays, shutdowns and shift patterns are not included.

  • No editing in place. Changing a saved scenario creates a new one.

  • Decimals on component needs. The order quantity is rounded. Component needs keep their decimals.

  • The Required Coverage Date cannot be simulated. Pelico calculates it. It is not something you change.

  • No optimisation. A simulation shows you the result of the change you made. It does not look for a better change on your behalf.

  • No new material. Moving a commitment earlier reallocates the stock you have. It does not create parts. Another order loses out, and the basket is where you see that and discuss it.

  • Push to ERP is not everywhere. It is off by default, switched on per environment, and needs a permission.


12. Glossary

Term

Definition

Advance Ship Notice (ASN)

A supplier notice that a delivery is on its way.

Apply to execution plan

Commits your simulated changes inside Pelico and empties your basket. Does not touch your ERP.

Coverage

Whether an event has the material it needs, when it needs it.

Coverage Rate

The share of events counted as covered. A headline measure of simulation impact.

Gate committed date

A milestone commitment on a service order, used to set priority in MRO.

Line of Balance

The view showing material shortages over time.

MRO

Maintenance, Repair and Overhaul.

OEM

Original equipment manufacturer. The maker of the original part.

OTD

On-time delivery.

Publish Production Planning

Makes your plan the shared reference other users load.

Purchase order line schedule

One dated, quantified delivery line on a purchase order.

Purchase request

A request to buy, not yet a purchase order.

Push to ERP

Writes your simulated changes back to your ERP. Off by default and needs a permission.

Required Coverage Date (RCD)

The date by which an order needs its material. Pelico calculates it. You cannot simulate it.

Sales forecast

Expected future demand, beyond firm orders.

Service Order (SO)

An order to maintain, repair or overhaul something.

Simulation Basket

The shared space storing saved simulations.

Simulation input

One change to one event inside a simulation.

Stock Transfer Order (STO)

An order moving stock between two of your own locations. It has a sending side and a receiving side.

WIP

Work in progress. Work started but not finished.

Work Order (WO)

An order to manufacture or assemble something.

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