Modeling process linking

When you create processes, such as production processes, you can link one process to another. To illustrate, we will set up 3 Production Processes and their associated Production Process Steps, then use the Production Process Assignments table to link one process to the next. In this case, the three processes are run (Setup -> Run -> Complete), with probability determined by the final process:

The Production Processes are defined as follows:

Name

Type

Setup1

Start Production

Setup2

Start Production

Run1

Run Production

Run2

Run Production

Complete1

Complete Production

Complete2

Complete Production

The Production Process Steps are defined as follows:

Period

Process

Process Step

Next Process Step

(ALL_Periods)

Setup1

Step1

Step2

(ALL_Periods)

Setup1

Step2

(None)

(ALL_Periods)

Setup2

Step1

Step2

(ALL_Periods)

Setup2

Step2

(None)

(ALL_Periods)

Run1

Step1

Step2

(ALL_Periods)

Run1

Step2

(None)

(ALL_Periods)

Run2

Step1

Step2

(ALL_Periods)

Run2

Step2

(None)

(ALL_Periods)

Complete1

Step1

Step2

(ALL_Periods)

Complete1

Step2

(None)

(ALL_Periods)

Complete2

Step1

Step2

(ALL_Periods)

Complete2

Step12

(None)

The Production Process Assignments are defined as follows, with an Assignment Policy of “Link to Process” for the first two processes. The Policy Parameter is the name of the process to which it is linked. For the final process (“Complete”), we are using “Split by Probability” as the Assignment Policy. We can then use the Policy Parameter to determine the allocation to each process line:

Period

Site

Product

Process

Assignment Policy

Policy Parameter

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Setup1

Link to Process

Run1

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Setup2

Link to Process

Run2

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Run1

Link to Process

Complete1

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Run2

Link to Process

Complete2

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Complete1

Single Process

 

(ALL_Periods)

(ALL_Sites)

(ALL_Products)

Complete2

Single Process

 

With demand for 100 units, when the solve is complete, the Production Process Flows are as shown below:

Period Name

Site Name

Product Name

Process Type

Process Name

Process Step Name

Next Process Step Name

Flow Units

SINGLEPERIOD

MFG

Product

Start Production

Setup1

Step1

Step2

60.00

SINGLEPERIOD

MFG

Product

Start Production

Setup1

Step2

 

60.00

SINGLEPERIOD

MFG

Product

Start Production

Setup2

Step1

Step2

40.00

SINGLEPERIOD

MFG

Product

Start Production

Setup2

Step2

 

40.00

SINGLEPERIOD

MFG

Product

Run Production

Run1

Step1

Step2

60.00

SINGLEPERIOD

MFG

Product

Run Production

Run1

Step2

 

60.00

SINGLEPERIOD

MFG

Product

Run Production

Run2

Step1

Step2

40.00

SINGLEPERIOD

MFG

Product

Run Production

Run2

Step2

 

40.00

SINGLEPERIOD

MFG

Product

Complete Production

Complete1

Step1

Step2

60.00

SINGLEPERIOD

MFG

Product

Complete Production

Complete1

Step2

 

60.00

SINGLEPERIOD

MFG

Product

Complete Production

Complete2

Step1

Step2

40.00

SINGLEPERIOD

MFG

Product

Complete Production

Complete2

Step12

 

40.00

There are limitations in terms of how you define linked processes:

  • The processes must be linked in the order in which they occur. In the example above, Setup is linked to Run and Run is linked to Complete.
  • Assignment Policy values other than “Link to Process” must be placed on the final process. In the example above, we use “Split by Probability” on the Complete process. The earlier processes use “Link to Process”. This ensures that all processes in the series are used.
  • You can link multiple processes to a single process (“many to one”).

However, you cannot link a process to multiple processes (“one to many”). The following structure is infeasible:

If you need to link one process to many or need additional detail, you will need to use a combination of process constraints and expression constraints. Please contact Coupa Support for additional information.
  • When you use “Link to Process”, the Production Process Assignments must have the same Period-Site-Product combination for the linked records. For Sourcing Process Assignments, the Period-Location-Product-Source combination must be the same between linked processes; the other process types have similar requirements.
  • Links can be made only between processes of the same activity type; that is, production processes can only be linked to other production processes, not to sourcing processes.
  • For processes that support 3 different Types, you do not need to define all 3. Be sure to link defined processes if required. You can “skip” the middle process (such as “Run Production”) as long as this process is not defined and you link the “Start Production” process to the “Complete Production” process.
  • While you can define the links in the reverse order (Complete -> Run -> Start), when the model is run, it is feasible, but ignores the links. In the example below, the probabilities are not enforced in the Run and Complete processes.

Last modified: Wednesday May 15, 2024

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