The purpose of this document is to outline the basic steps to define the parameters and generate the HPA projections. The following sections are outlined in this document to assist the user in the required day-to-day tasks and represent the typical order of data entry and data generation.
The HPA module is a supply and demand tool that is used to analyze the variance between the eggs and chicks that can be produced as compared to the demand. The process uses the demand created by the BPA to create the supply. The HPA then takes the demand from internal placements and external orders to create the demand. There is some configuration related to farms and entities that is covered in the BPA document. Some notes about HPA:
The following diagram represents the basic flow of all of the components in the HPA process.
This section will guide the user to set up all prerequisites needed to operate HPA.
The Setup section contains the following components:
The details related to the products have been established in the other modules. The section that relates to HPA is Internal Mappings. The Internal Mappings indicates products that can be used interchangeably if the original product is unavailable. *Note: For the Source Breed tab, HPA requires that the source breed be selected.
In General>General>Products>Animals, select Poultry.
Click on the Internal Mapping tab.
Select
the New 
button or click F4.
Select the product that can be used interchangeably *Note: Can only select products that have been set up or if product is new the new product must be set up.
Purchases will increase the future supply for HPA. In order to increase and project supply, purchase orders must be entered in the system for all future planned egg chick purchases.
In General>General>Purchases, select Orders.
The following fields are required for the HPA Header level:
The following fields are required for the PO Line Item details.
Click
in the PO Line Items section to set the focus, and then click on the
new button or F4.
Dest Cost Center – auto-populates from header of the PO.
Vendor Sku No – select the vendor selling the product.
Freight Type – select the Freight Type. Available options are:
Included – price is included in the vendor unit price.
Excluded – freight is an additional charge, and is paid to a separate vendor. The haulage vendor and freight rate are both known at the time that the purchase order is created. An additional purchase order line for freight must be created and assigned to the product lines. If the freight is an additional cost but paid to the same vendor, the freight charge should be defined as an add-on on the vendor sku.
Delayed – freight is an additional charged and is paid to a separate vendor. The haulage vendor and/or freight rate are not known at the time that the purchase order is created. An additional purchase order line for freight must be created and assigned to the product lines. If the freight is an additional cost but paid to the same vendor, the freight charge should be defined as an add-on on the vendor sku. for a basic purchase order without freight will be set to Included.
Vendor Units – enter the number of eggs or chicks purchasing.
Price – enter the unit price
The BRPA plans future placements based on target processing volumes. If the BRPA module is not used, the planned placements can be manually entered.
The Sales Order Planning screen allows the user to enter egg and chick orders in a grid style format. The order planning screen is in a calendar format that allows the user to easily move around orders if required. Alternatively, sales orders can be entered individually in the Sales>Orders screen.
In BMTS>HPA>Planning, select Order Planning.
Click
on the button and
a new line will appear in the HIM Order Planning grid.
The following fields are required for HPA Order Planning:
button in the
Order No column.
.
in the Line Item No.
.
The hatcheries must be configured if eggs/chicks are being transported between hatcheries.
The first item related to hatcheries is that the hatcheries must be mapped for interdependencies when volumes become low or exhausted. The hatcheries are mapped in: Admin>Business>General>Definitions>Facilities>Hatcheries.
Select
the hatchery and then open the child grid
by clicking on the Hatchery No
field.
Set
the focus in the grid and then click .
Enter the Source Hatcher – hatchery that can supply eggs to the selected hatchery.
Enter the number of Move Days – number of days to move from the source hatchery to destination hatchery.
Enter the Distance – number of miles or kms from source hatchery to destination hatchery.
Repeat steps 2 – 5 for every hatchery that can supply the selected hatchery.
The Master Data section contains one crucial component:
HPA Hatchery Capacity must be set up. The hatchery capacity can be entered weekly or daily, depending on the level of detail that is required. Capacity is entered based on egg set capacity.
In BMTS>HPA>Master Data, select Hatchery Capacity.
In the Hatchery
Capacity screen, set the focus in the gird and click the button.
In the New Record pop up box, enter the Hatchery No.
Enter the First Date that projections will be calculated from – today's date will default.
In the Hatchery Capacity screen, Select the Hatchery No.
Enter the Date – new record will default with today's date.
Enter the Capacity (Daily or Weekly)
To
enter the Capacity manually, click the
button and repeat steps 1–3.
To enter the Capacity as a batch, right-click the hatchery capacity line and select `Copy`.
In the Appointment screen that will appear, click the Recurrence button.
Set the projection view to daily or weekly.
In
the menu, select the Options 
button.
Click Calendar Options, and then select Weekly or Days.
Profiles are created so the user will have the ability to create different scenarios.
The Profiles section is comprised of the following:
Projection Profiles establish the rules for the HPA supply and demand projection. Several profiles can be created to analyze various scenarios.
The profile creation section contains the following components:
In BMTS>HPA>Profiles, select Profiles.
In
the HPA Projection profile index screen, select the
button to create a new profile.
The General section contains the basic information for the profile being created. The following fields are required for HPA:
Enter a Profile No to identify the profile being created.
Enter a Profile Name to describe the profile.
Enter the Start Egg Inventory Date – must be within the date ranges of the BRPA and BPA profiles selected in the Demand tab of this screen.
Enter the Ending Plan Date – the date projecting will be stopped.
The Import Farm Inventory flag is optional – select the flag only if the farm egg room inventory should be included in the projections.
Select the Order Status Filter Type – available options are:
All – Confirmed and Tentative orders.
Confirmed Only
Tentative Only
Select the Hatchery Utilization Mode – available options are:
Egg Supply Utilization – will not transfer eggs between hatcheries.
Hatchery Demand Enforced – will transfer eggs between hatcheries to meet demand.
The Hatchery tab assigns the hatcheries to the profile and establishes the hatchery priority for the profile.
In
the Hatchery tab, set the focus in the grid and click .
Select the Hatchery No from the drop-down menu.
The Priority option is used if more than one hatchery is being utilized. If applicable, enter the priority of each hatchery.
Select the Import Egg Purchase Orders flag to import the egg purchases in HPA.
Select the Import Chick Purchase Orders flag to import the chick purchases in HPA.
Select the Hatchery Full Capacity flag to fill the hatchery before transferring to another hatchery.
Select the Transfer Eggs to Full Capacity flag to transfer eggs to fill other hatchery capacities.
Minimum
Transfer Eggs – enter the minimum number of eggs that can be
transferred in one shipment.
The Demand section utilizes the sales order as well as the BPRA and BPA Placement Profiles in order to calculate the total amount of demand needed.
Select the Profile No – this is the BRPA profile.
Priority – if more than one BRPA Profile is being utilized, enter the priority of each profile.
Select Source Info – this is BRPA Movements or Targets.
Weeks before Targets – if Source info is “Targets”, enter the number of weeks the system will use movements before it uses Targets.
The Supply tab identifies the BPA profiles and the priority that will be used to source the supply for the projection.
Select the Profile No from the drop-down list. The profile must first be setup in BPA as a BPA Profile.
Profile Name will default based on the profile selected.
Enter
the Priority in which the profiles are
to be used.
The Product tab specifies the products to be used in the profile.
Product No will default when products are created in the Animal or Egg Products.
Product Name will default when products are created in the Animal or Egg Products.
Product Type will default when products are created in the Animal or Egg Products.
Check
the Selected box
if the product is to be used in the profile. *Note:
If selected,
HPA will restrict the system to only those selected products. If
left de-selected, all products will be available to be used.
The Categories tab further defines the projection into user defined categories based upon bird age and weight.
Enter a Category Name to define the category.
Enter the Min Flock Age to be used in the category.
Enter the Max Flock Age to be used in the category.
Enter the Min Weight to be used in the category.
Enter the Max Weight to be used in the category.
Enter the Priority in which the categories are to be used.
Save and close the profile.
The HPA Projections section is comprised of the following components:
Product Availability is the projection of product and hatchery utilization matching supply to demand within the constraints of breed to product and hatchery mappings to create a view of available product to utilize. The Product Availability can be viewed based on egg projections or chick projections. There are also filters available to limit the data to product and/or breed if required. Product Availability is a read-only screen that is driven by BPA/BRPA planning, and sales orders for demand and supply is driven by actual production (BIM) and BPA Placement Schedules.
Once the profiles have been created, they will appear in the Product Availability main screen.
Before the profile can be viewed, the profile
must first be calculated. Select
the profile to be calculated and click the calculate 
button.
*Note:
This
process may take several minutes depending upon the size of the profiles.
Once
the calculation has finished, double-click on the profile or
click on the Edit 
button in the menu to view the projections.
In the Select Products prompt box, enter the Product No and/or Breed No. By entering a product or breed, the prompt will restrict the next screen to only the product and/or breed entered in the prompt box.
To view all products and/or breeds, click the OK button. HPA Projections will appear.
The Weekly gird contains all the details related to the division and is displayed as totals for all hatcheries. This screen is read-only and can be viewed as eggs, chicks or both. Hovering over the column title will display the column definition. The example below is filtered by breed and viewed as Eggs.
Egg W/E Date – the week ending date the egg were produced.
Eggs Supply – represents: the Beginning Inventory + Eggs Received + Eggs Purchased + Egg Reductions.
Eggs Demand – represents: Eggs Set + Eggs Sold.
Eggs Utilized – represents: Eggs Set + Eggs Sold.
Egg Remaining – indicates the Ending Egg Inventory.
Eggs Utilized vs Demand – represents: Eggs Utilized – Egg Demand. *Note: If there is a negative number, it indicates that you are short for this weekending period (see week ending date 10/25/14).
Egg Capacity – indicates the hatchery capacity.
Eggs % Capacity – indicates the hatchery % of capacity.
Chick W/E Date – indicates the week ending date the chicks were hatched.
Chicks Supply – represents: the Beginning Inventory + Projected Chicks Supply + Chicks Purchased + Chicks Imported – Actual Chick Disposal.
Chicks Demand – represents: Chick Placements + Chick Sales.
Hatch % – projected percentage used to calculated chicks hatched.
Saleable % – projected percentage used to calculated chicks sold.
Chicks Utilized – represents: Chick Placements + Chick Sales.
Eggs Utilized vs Demand – represents: Chicks Utilized – Chick Demand. *Note: If there is a negative number, it indicates that you are short for this weekending period (see week ending date 11/15/14).
Egg Remaining – indicates the Ending Chick Inventory + Projected Chicks Inventory.
The hatcheries gird is a weekly view by hatchery. Inside the Child grid,
each hatchery is broken down by day. The data is the same as the Weekly
gird. Click on the
to expand the daily view and click on the – sign to collapse the
daily view.
Right-clicking on a particular week in the Weekly gird allows the user to select views that detail projections, transactions and utilization.
These screens are read only. The Projection Details section is comprised of three sections:
The Supply Details screen will provide a makeup of the supply by product type and supply type.
The Utilization Details screen will provide an outline of how the product is utilized by Demand Type (Chick Sales, BRPA Placement and Egg Sales).
The most used columns in the Utilization Details section are the following:
Processing Sequence – defined in the Sales Order and used to identify the order of importance. 0 is no importance, 1 is first, 2 is second, etc.
Demand Type – when the usage requirement is sourced: BPA Movements, BRPA Movements, Chick Sale, Egg Sale or Surplus Set.
Eggs Set/Sold – the date that the eggs are utilized for set or sale.
Chicks Placed/Date Sold – the date that the chicks were sold or placed.
Demand Date – date that the product is required to be utilized.
Demand ID – where the demand is being created: a destination entity/product/demand date or sales order number.
Egg Set Demand ID – identifies the Order No for which the eggs were set.
Destination Name – customer name or the entity that the product is being placed.
Hatchery No – identifies the hatchery setting the eggs or selling the chicks.
Parent Complex Entity No – the entity that is producing the product for utilization.
Breed No – identifies the breed of the entity being used.
Flock Age – the age of the entity when the eggs are produced.
Egg Age – the number of days from production to set or sale.
Production Date – the date that the eggs were produced if in inventory or projected date of production if eggs are being projected.
Set Date – will be displayed if the eggs have been set or planned to be set on a specified date
Hatch Date –will be displayed if the eggs have been set or planned to be set on a specified date. The Set Date will be calculated for projected hatches based on the number of days defined in Registry>Hatcheries>Eggs Set>Incubation Days. If the eggs do not have a set date, the value will be displayed as 11/30/1899.
Hatch % – the actual or projected hatch percentage for the selected product line.
Saleable % – the actual or projected saleable percentage for the selected product line.
Eggs Set/Sold – the number of eggs that are required for the utilization of eggs or chicks.
Proj Chicks – the number of projected chicks based on the Hatch %: Eggs x Hatch %.
Chicks Placed/Sold – the number of chicks utilized for the placement or order.
Color coded lines:
Blue – cross-utilized.
Green – cross-utilized from held-over chicks.
Yellow – demand modified by the user.
Gray – system generated demand.
Red – demand short.
Inventory Details identify the remaining egg left in inventory. The screen can be viewed as eggs or chicks by filtering the Product Type.
To view the transaction details of a line, right-click in the HPA Projections>Weekly grid. Records in these screens can be edited or new records created. The Transaction screen is comprised of four sections:
In the Transactions right-click menu,
select Orders. All
Sales Orders associated with the line will appear. By double clicking
on the order, the order will appear and can be edited if needed. New orders
can also be added here by selecting the button or
F4.
A BRPA Movement must be created prior to
assigning the Movement Schedule to the HPA profile. If no profile is set
up and assigned, the screen will be blank. Double-click on a line to edit
the record or choose the Edit button from the menu. A
new BRPA placement can be added by selecting the
button or F4. Placements can only be added if the BRPA Placement
profile is created.
All BRPA Targets will appear. A BRPA
Target must be created prior to assigning the Target to the HPA profile.
If there are no profiles set up and assigned, the screen will be blank.
Double-click on a line to edit the record or choose the button from the menu. A new BRPA Target can be added
by selecting the button or F4. Targets can only be added if the
BRPA Target profile is created.
All BPA Planned Movements will appear. A BPA Placement must be created prior to assigning the Placement to the HPA profile. If there are no profiles set up and assigned, the screen will be blank. New placements can be created or existing placements can be edited in this screen. BPA Placements can only be added if the BPA Placement profile is created.
The planning node is where Product is assigned to orders, eggs are assigned to setters and chicks are assigned to deliveries.
The HPA Planning section is comprised of the following components:
Egg Distributions is the projection of specific eggs allocated to the orders of that date by hatchery. If the distribution date and hatchery have the actual eggs in inventory, then the HPA projection will populate the allocations automatically for the user to adjust. The HIM Egg Distributions screen allows the user to allocate eggs to egg orders, chick orders and internal placements.
In BMTS>HPA>Planning, select Egg Distributions.
Click the button
or F4.
In the New Record dialog box, enter the Date - Set or Sold date of the eggs.
Enter the Hatchery No.
Enter the Profile
No.
Click the OK button, and the Entity Allocation screen will appear.
The Demand grid displays the demand from existing egg orders, chick orders and internal placements. For each egg distribution date, there will a transaction type for Surplus Set where the user can set additional eggs that are not allocated to an individual order or placement. When the egg distribution is posted, the eggs become available for the Egg Set Distribution. *Note: The entire day must be posted at the same time. You cannot post one order and then post another order later.
When the sources have been determined for the order via Import from HPA or Allocate direct, the sources will appear in the Egg Allocations Grid.
If the order was sourced from cross utilizations, the egg sources will be displayed in the Cross Utilizations grid. If no eggs were cross utilized for the order, there will be no sources appearing in this grid.
Options for assigning eggs to orders are:
Allocate Cross - this option is used to allocate males or females for cross utilization. Cross utilization allocation must be filtered by breed code and generation.
Import Allocations From HPA - imports projected egg allocation from HPA based on established rules.
Importing from Projections option should be used to project future orders 7 days or more.
Importing from Inventory should be used when all eggs are in inventory.
Match From
Projection - this process transfers the projected allocation
quantity to the actual inventory quantity. If the entire projection
cannot be transferred, the remaining quantity will be left in the
projected column. The user will then need to use the Allocate Direct
option to allocate the remaining eggs.
This option will allocate the eggs in inventory to the selected order. This option is recommended when all eggs are in inventory.
Right-click on the order that to be sourced.
Select Import Allocations From HPA.
Select Inventory.
Egg sources will be assigned in the Egg Allocations Grid.
If you want to keep this allocation, go on to the next order and repeat steps 1 – 3.
If all orders are sourced to your satisfaction, close the screen, which will take you to the Egg Distribution index screen.
Highlight all the orders for this day.
In the menu ,select the Post option,
the green check 
.
This will post all the records for that day. *Note:
The entire day must be posted.
If you do not like the system generated sources, there is another option.
Highlight the Order in the Demand screen and select Allocate Direct>Inventory.
This will allow the user to manual select the eggs of their choosing from inventory for the selected order. This is also the option to allow the user to manually select egg sources.
The Egg Source (inventory) screen will appear.
In the Eggs to Allocate column, enter the number of eggs from the Available Eggs column.
Click the OK button.
If all eggs are not selected, the remaining eggs will go back in inventory.
After the order/s have been manually sourced, close the screen. This will open the Egg Distribution index screen.
Highlight all the orders for this day.
In the menu, select the green check mark, Post
button
.Tthis
will post all the records for that day. *Note: The
entire day must be posted.