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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Perform sales and operations planning 
SAQA US ID UNIT STANDARD TITLE
377400  Perform sales and operations planning 
ORIGINATOR
SGB Manufacturing and Assembly Processes 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Manufacturing and Assembly 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04  5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is required by people working in the manufacturing environment who need to understand the role of sales and operations planning, and be able to use quantitative forecasting methods and aggregate planning processes.

Learners credited with this unit standard are able to:
  • Explain the role of sales and operations planning.
  • Evaluate quantitative forecasting methods.
  • Explain and apply the aggregate planning processes. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Mathematical Literacy at NQF Level 3.
  • Communication at NQF Level 3. 
    		•

    UNIT STANDARD RANGE 
    Specific range statements are provided in the body of the unit standard where they apply to particular outcomes or assessments. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the role of sales and operations planning. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Sales and operations planning is defined in line with Operations Management Body of Knowledge (OMBOK). 

    ASSESSMENT CRITERION 2 
    The position of sales and operations planning in the MRPII hierarchy is explained correctly using a flow diagram. 

    ASSESSMENT CRITERION 3 
    The sales and operations planning process is discussed using workplace data. 

    ASSESSMENT CRITERION 4 
    The managerial inputs to the sales and operations planning process are described according to procedures. 

    ASSESSMENT CRITERION 5 
    Various planning strategies are evaluated using workplace data. 

    ASSESSMENT CRITERION 6 
    Capacity strategies are explained using relevant examples from industry. 

    SPECIFIC OUTCOME 2 
    Evaluate quantitative forecasting methods. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    Quantitative forecasting techniques are compared to qualitative forecasting techniques using workplace examples. 

    ASSESSMENT CRITERION 2 
    The role of quantitative forecasting in the demand management process is critiqued using workplace data. 

    ASSESSMENT CRITERION 3 
    The methods of preparing a forecast are explained using workplace data to calculate a forecast. 

    ASSESSMENT CRITERION 4 
    Measures of forecast error are calculated using raw workplace data. 
    ASSESSMENT CRITERION RANGE 
    Measures include but are not limited to bias, (write in full first) MAD and standard deviation.
     

    ASSESSMENT CRITERION 5 
    The process of tracking forecast error and identification of any significant deviations are examined using workplace data. 

    ASSESSMENT CRITERION 6 
    The difference between forecast demand and actual demand are explained critically in terms of their effect on the level of customer service offered by a company. 

    SPECIFIC OUTCOME 3 
    Explain and apply the aggregate planning process. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The position of aggregate planning in the MRPII hierarchy is examined using a flow diagram. 

    ASSESSMENT CRITERION 2 
    The characteristics of aggregate planning are discussed differentiating between aggregate planning in a manufacturing environment and in a service environment. 

    ASSESSMENT CRITERION 3 
    The components of aggregate planning are described and the process of compiling an aggregate plan is explained according to procedures. 

    ASSESSMENT CRITERION 4 
    The level and chase strategies of preparing an aggregate plan are explained according to procedures. 

    ASSESSMENT CRITERION 5 
    An aggregate plan is prepared and costs determined using different planning strategies. 
    ASSESSMENT CRITERION RANGE 
    Planning strategies include but are not limited to level planning strategy, chase planning strategy, chase planning strategy with overtime and idle time, subcontracting planning strategy, mixed planning strategy.
     

    ASSESSMENT CRITERION 6 
    A number of alternative planning strategies are presented considering advantages and disadvantages of each using examples. 

    ASSESSMENT CRITERION 7 
    The process of matching the aggregate plan with available resources is described according to procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider through the relevant ETQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Sales and operations planning.
  • Quantitative forecasting methods.
  • The aggregate planning process. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems and make decisions using critical and creative thinking in calculating forecast error. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team and know one's responsibility in the work environment to make the workplace more productive by preparing an aggregate plan and costs determined. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information in evaluating effect of forecasting on customer service. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively using visual, mathematical and/or language skills in the modes of oral and /or written presentations by presenting alternative planning strategies. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  57712   Further Education and Training Certificate: Generic Management  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 


    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.