Sales Order Schedule Line

When running the Load Planning Instance process, you have an option to use either the request date or the schedule date as the target demand date in PeopleSoft Supply Planning. This option for sales orders determines which date the Load Planning Instance process uses for sales order inclusion in a plan. The specified date (dependent on the global option setting) must be in the planning region. The Load Planning Instance process selects all associated line and header information within the planning region.

Transaction System Forecasts

PeopleSoft Supply Planning considers forecast entered into the transaction system as a forecast quantity at a point in time. Generally, the forecast date time occurs in the planning region. However, the demand fence must be at or after the current time if the solver is to consider the forecast for inclusion in a plan. The Load Planning Instance process loads only those forecasts that can be used by the planning solvers. Demand fences are defined for each item within a Business Unit.

Published Forecasts

Published forecasts are produced from PeopleSoft Demand Planning (you can also import published forecast from a third-party demand planning application). Published forecast are bucketed (period) forecasts. Generally, the bucketed forecast date time occurs in the planning region. However, the demand fence must be at or after the current time if the solver is to consider the forecast for inclusion in a plan. The Load Planning Instance process loads only those forecasts that can be used by the planning solvers.

Interunit Transfer

If you include the source business unit in the planning instance, then the scheduled ship date exists in the planning region. If you include the destination business unit in the planning instance, then the scheduled arrival date exists in the planning region. These rules also apply to any planned interunit transfers.

Material Stock Request

The schedule ship date exists in the planning region. This rule also applies to any planned transfers.

Purchase Order Line

The scheduled arrival date exists in the planning region.

Production Order

The scheduled start and end dates must exist in the planning region. PeopleSoft Supply Planning assumes that any component demands associated with the production order occur between the production order start and finish dates.

Production Option

Defines the method you use to produced an item (for example, the material and resources required to make a specific item). These options combine a BOM and routing code that can be effective-dated for seasonal mix variations, and which originate from item maintenance settings at the business unit level. You can create a production option for each BOM and routing code combination. You can define the BOM code, the routing code, and production option usage at the business unit level. You can also maintain options for an item when the planning rates aren't maintained at the routing level.

Note. Production options are based on the definitions that exist for the BOM, routing, or item. If you change or add a new BOM, routing or item attribute (lead time usage or production control attributes, for example) you might need to regenerate the sourcing template to ensure that solvers make proper sourcing decisions.

Transfer Option

Defines transfer attributes, such as cost or transfer time, that are associated with transferring an item from one business unit to another. Create the option by defining transfer attributes for an item.

You can define transfer options at the business unit level or at the item level. Items with a planned-by options defined as Distribution use the business unit transfer option if the item does not have a specific item-based transfer option.

Note. Transfer options are based on the default transfer attributes for a business unit or the item transfer attributes. If you change or add a new transfer attribute, you might need to regenerate the sourcing template to ensure that solvers make proper sourcing decisions.

Purchase Option

Defines item and vendor attributes, such as cost, lead time, and order modifiers. You create the option by defining item and vendor relationships on the Item Purchasing Attributes page.

Note. Purchase options are based on the purchase item attributes. If you change or add a new purchase item attribute, you might need to regenerate the sourcing template to ensure that solvers make proper sourcing decisions.

Apply Selected

Select this check box on the Update Production, Update Transfer, or Update Purchase pages and click OK to identify the option or options that you want to load when you return to the Define Sourcing Templates page.

Associated BOM (bills of material)

Displays the assigned primary items BOM that is used when generating supply for a co-product. When an item is a co-product on multiple primary BOMs, one of the primary items must be assigned as an associated primary BOM. If an item has an associated primary item different from itself and also has its own BOM, then the planning instance imports production options for both the item itself and the associated primary item.

BOM (bills of material)

Displays the BOM identifier for the production option within the template. Production options can be predefined or created based on defaults specified at the item attributes by unit level.

Location

Select a vendor location. When purchasing items from a vendor who has multiple locations, you can, for example, select a location with the shortest lead-time.

Min Order Qty (minimum order quantity)

Displays the minimum quantity that can be placed on a production, transfer, or purchase order.

Max Order Qty (maximum order quantity)

Displays the maximum quantity that can be placed on a production, transfer, or purchase order.

Order Multiple

Displays the multiple that the system uses to determine an order quantity. For example, if you have a demand for 28 and the multiple is 10, then the system generates a planned purchase order for 30.

Note. Minimum and maximum order quantities must be in multiples of the order multiple, if you specify an order multiple.

Routing

Displays the routing identifier for the production option within the template. The system populates this column only when routings are being used.

Ship VIA

Identifies the method used for shipping the item.

Source BU (source business unit)

Identifies the business unit shipping the item.

Unit Cost

Displays the cost to produce a single unit of the item defined in the sourcing template. When generating sourcing templates automatically, the system uses the cost as the basis for prioritizing sourcing. A lower item cost corresponds to a higher sourcing priority.

Vendor

Identifies a specific vendor, as defined on an item or vendor definition in PeopleSoft Purchasing.

Vendor SetID

Displays the setID in which the vendor information was defined in PeopleSoft Purchasing.

Define Sourcing Templates

PL_SRC_TEMPLATE

Supply Planning, Define Planning Attributes, Sourcing Templates, Define Sourcing Templates

Create sourcing templates. Identifies sourcing details including production, purchasing, and transfer options for sourcing templates.

Define Sourcing Templates - Update Production

PL_SRC_PROD_SP

Click Update Production on the Define Sourcing Templates page.

Identify production options to be considered when creating planned production for the item.

Define Sourcing Templates - Update Transfers

PL_SRC_TRANS_SP

Click Update Transfers on the Define Sourcing Templates page.

Identify transfer options to be considered when creating planned transfers for the item.

Define Sourcing Templates - Update Purchase

PL_SRC_PURCH_SP

Click Update Purchase on the Define Sourcing Templates page.

Identify purchase options to be considered when creating planned purchases for the item.

Generate Sourcing Templates - Generate Templates

PL_GEN_TMPL_REQ1

Supply Planning, Define Planning Attributes, Sourcing Templates, Generate Sourcing Templates

Generate sourcing templates. The Create Sourcing Templates process loads production, transfer, and purchasing options automatically into a sourcing template for one business unit group at a time. You can create and maintain a sourcing template for all of or for a range of items.

Review Sourcing Information - Sourcing Template

PL_SOURCE_DTL

Supply Planning, Define Planning Attributes, Sourcing Templates, Review Sourcing Information

Review sourcing options for an item such as priority, default, and details options.

Review Sourcing Information - Production Options

PL_PROD_DTL

Supply Planning, Define Planning Attributes, Sourcing Templates, Review Sourcing Information

Review detailed production sourcing information about the item.

Review Sourcing Information - Purchase Options

PL_PURCH_DTL1

Supply Planning, Define Planning Attributes, Sourcing Templates, Review Sourcing Information

Review detailed purchasing sourcing information about the item.

Review Sourcing Information - Transfer Options

PL_TRANS_DTL1

Supply Planning, Define Planning Attributes, Sourcing Templates, Review Sourcing Information

Review detailed transfer sourcing information about the item.

Manually Maintained

Select to identify this sourcing template as a manually maintained template. If selected, the Generate Sourcing Template batch job doesn't overwrite any options in the template.

If you no longer need to maintain this sourcing template manually, clear this check box. The next time that you run the Generate Sourcing Template batch job, the system overwrites the current sourcing template, including the options that you've defined.

Refresh Current Template

Click to replace the existing sourcing options with the current available sourcing options. When prompted, click Yes to refresh with the current sourcing options; click No to keep the sourcing options as they appear on the page.

Default

Select to use this sourcing option as the default value when the planning engine sources demand for the current plan. You can select only one sourcing option as the default for the template. The system uses the default option to source demand when no sourcing template entries meet the selection criteria.

Priority

Enter a numerical value that defines the priority that you want the planning engine to consider when using a sourcing option to meet demand. You can enter any unique positive number up to 999. The planning engine (solver dependant) considers all of the sourcing template options (production, transfer, and purchase) using their priority in ascending sequence until it finds a template that can meet the demand without creating planning exceptions. If the planning solvers can't find a template without exceptions, then it uses the default template.

Option Type

Defines whether the demand is supplied by production, purchase, by transfer.

Minimum Quantity

Defines the minimum demand quantity that should be considered when selecting this sourcing option. For example, if the demand is 10 but the minimum quantity is 50 then the sourcing option will not be considered when generating supply.

Maximum Quantity

Defines the maximum demand quantity that should be considered when selecting this sourcing option. For example, if the demand is 100 but the maximum quantity is 80 then the sourcing option will not be considered when generating supply.

Update Production

Click to access the Update Production page, where you can select production options for the item.

Update Transfer

Click to access the Update Transfers page, where you can select transfer options for the item.

Update Purchase

Click to access the Update Purchase page, where you can select purchase options for the item.

Transfer Yield

Defines the usable output from the transfer. The value is expressed as a percentage. The transfer yield is used in PeopleSoft Supply Planning to inflate the planned quantity on transfers to account for any loss that occurs during transport.

Standard Price

Displays the standard price for the item. The system uses this value as the default price in transactions where another price, such as a vendor price or a contract price, isn't defined for the item.

Lead Time Days

Displays the purchasing lead time specified for the vendor or item or vendor relationship. This value represents the amount of time it takes to get inventory from the vendor.

Purchase Yield

Defines the usable output from the purchase. The value is expressed as a percentage. Purchase yield is used in planning to inflate the planned quantity on purchases to account for any loss that may occur during the purchase process.

Purchase Options

Select to include purchase options, which define item and vendor attributes such as cost, lead time, and order modifiers. You create the option by defining item and vendor relationships in the PeopleSoft Supply Chain Management database on the Define Items and Attributes - Purchasing Attributes component.

Production Options

Select to include production options, which include a combination of a BOM and routing code that can be effective-dated for seasonal mix variations. The option defines which materials and resources are required to make a specific item.

Transfer Options

Select to include transfer options, which define transfer attributes such as cost or transfer time, associated with transferring an item from one business unit to another. You create the option by defining transfer attributes for an item.

All

Select to include all items with defined sourcing options in the processing. This is the default option.

Range

Select to specify a range of items to be included in the processing. Use the adjacent fields to define a from and to item ID range. These adjacent fields are required if you select the Range option. The system creates sourcing options for those items that are within the range only.

Only New Items

Select to include only those items that have been established since the last sourcing template was created. When you select this field, the Date Added field becomes available for entry, where you must enter a date from which you want the system to consider new items.

Date Added

Enter the date from which you want the system to consider new items. The system generates sourcing templates for any items that were established after this date. This is a required field if you select Only New Items.

Run

Click to run the Generate Sourcing Templates process (PLS5000). PeopleSoft Process Scheduler runs the process at user-defined intervals.

User Preferences

OPR_DEF_TABLE_SPL

Supply Planning, Define Planning Attributes, User Preferences

Assign default user preferences for PeopleSoft Supply Planning.

Default Planning Instance

Select a default planning instance for the corresponding user ID.

Default Display Template

Select a default display template for the corresponding user ID.

Order Key Separator

Select a default key separator for the corresponding user ID.

The system uses order key separators to format the display for a single field that contains a line, schedule, and kit number for sales orders and quotes in PeopleSoft Supply Planning grids.

Planning BOMs

PL_BOM_MAINT

Supply Planning, Define Planning Attributes, Planning Bills of Material

Create and maintain components that comprise a planning bills of material for a group of assembly items or product families.

BOM Quantity (bill of material quantity)

The BOM quantity acts a scaling device that enables you to enter a structure when the planning item's specifications are in a base greater than 1 unit.

Component ID

Select the name of the component to use in the planning BOM. The component can be a planning item.

Effective Date and Obsolete Date

Define the effective dates for the components of the planning item.

Quantity

Define the component quantity (expressed in terms of a percentage) of the planning item. The forecast amounts at the parent level are multiplied by the quantity for the component to determine the forecast to be associated to the component.

Aggregate Items

PL_AGG_DMD_ITEM

Supply Planning, Define Planning Attributes, Aggregate Items

Create aggregate items.

Item ID

Select an item to include in the corresponding aggregate parent item.

Description

When you select a value in the Item field, the system displays the item's description.

GBR01

GBR01

50 percent

GBR01

GBR02

25 percent

GBR01

CAN01

25 percent

Forecast Percentages

PL_OM_FCST_PCT

Supply Planning, Define Planning Attributes, Forecast Percentages

Define how much of a product forecast quantity should be directed to a PeopleSoft Inventory business unit.

Forecast Percentage

Enter the percent to allocate a specific forecast percentage to the business unit or product and business unit combination. The percentage can be any number. Even if you define more than one effective-dated percentage, the system does not require that the percentages total 100 percent; totals may also exceed 100 percent.

Demand Priority Rules

PL_PRIO_DEMAND

Supply Planning, Defining Planning Attributes, Demand Priority Rules

Set up demand priority rules based on the demand source.

Priority Rank

(Required) Define the priority to be assigned to each independent demand that satisfies a given priority rule. The lower the value that you select, the higher the priority. The highest value is 999, which is the lowest possible priority, and the lowest value is 1, which is the highest possible priority. A priority rank value of 0 is reserved for the system.

Buying Agreements

A buying agreement is a schedule between you and the customer defining terms and conditions. Buying agreements enable you to define beginning dates, ending dates, and maximum amounts; specify the minimum dollar value per order placed, as well as the maximum and minimum line item ordering quantities for each line item; define certain shipping defaults for all sales orders, as well as all products and product groups to be included; define special pricing terms for a customer or customer group; generate sales orders automatically when customers know in advance when products are needed; create sales orders in situations where shipment scheduling is unknown, and create rebates and penalties.

Forecasts

The total expected sales to all customers that you can maintain at the product, inventory-item, or planning-item level. At the planning-item level, sales are forecasted by families and exploded to inventory items through planning bills of material.

Interunit Transfers

Outbound transfers that represent independent demand in the planning model.

Quotations

An order management quotation is considered a demand and sent to PeopleSoft Supply Planning when the quotation success percentage is over the planning success percentage on the load planning instance run control.

Sales Orders

Represents a scheduled shipment on a line on a customer order from the order management system.

Stock Requests

Material stock requests that come from inventory but which are not transfers. A stock request might refer to an internal or external fulfillment.

Demand Priority Family

(Optional) A planning priority family represents an item or a group of items that can be used as criteria for prioritization. You define demand priority families in PeopleSoft Inventory.

See Setting Up Demand Priority Families.

See Grouping Items in Demand Priority Families.

Reservation Status

(Optional) Select Reserved if the corresponding order has been reserved against available and projected quantity on-hand at the business unit and item level. Otherwise, select Unreserved.This field value is available only if you select Sales Orders,Inter-Unit Transfers, or Stock Requests in the Demand Source field.

Customer Group

(Optional) Select to identify as a customer allocation group—a group corresponding to one or more ship-to customers. This field is available only if you select Sales Orders, Quotations, or Buying Agreements in the Demand Source field.

Priority

(Optional) Enter an order priority value between 1 and 999. For a given priority rule, all sales orders with an order priority less than or equal to the value in this field are considered to match this parameter. For example, if you enter a value of 100 here, the system considers all sales orders with an order priority of 100 or less as matching this parameter. This field is available only if you select Sales Orders in the Demand Source field.

Destination Unit

(Optional) Select a value to prioritize demand for a specific destination business unit. This field is available only if you select Inter-Unit Transfers in the Demand Source field.

Business Unit Group Definition

PL_GROUP_IN

Supply Planning, Define Planning Attributes, Business Unit Groups

Set up business unit groups and define options for business units in.

Business Unit

Add the business units that you want to include in the plan unit group. The system displays a description adjacent to the business unit.

MFG BU (manufacturing business unit)

Indicates whether the corresponding inventory business unit is also defined as a manufacturing business unit. This field is not available for entry.

Round Component Demand

Select to limit component demand quantities to the precision associated with the item based on its standard unit of measure. This option is applicable for Manufacturing business units only.

Available Inventory Balances

Select to include quantity on hand for this business unit.

Reverse Quarantine Quantity

If quarantine quantities are not included in the quantity on hand in PeopleSoft Inventory, select to include quarantine quantities in the quantity on hand in PeopleSoft Supply Planning. If quarantine quantities are included in the quantity on hand in PeopleSoft Inventory, select to exclude quarantine quantities in the quantity on hand in PeopleSoft Supply Planning.

Allow Substitution

Select to allow solvers to do component substitution to resolve constraints. This option is available for Manufacturing business units only.

Create Substitute Supply

Select to allow solvers to create a new supply for substitute components to resolve constraints. If you do not select this option, the substitute algorithm may use on hand quantities only. This option is available when you select the Allow Substitution option only.

Check Substitute First

Select to allow solvers to use substitute components before using alternate sourcing options. If you do not select this option, a solver determines alternate sourcing options prior to attempting to use substitutes when resolving a constraint failure. This option is available only when you select the Allow Substitution option.

Define Display Templates

PL_WBENCH_TEMPLATE

Supply Planning, Define Planning Attributes, Display Templates

Define display template default values.

Default Template

Select to use this template as the default template when you access the Material or Capacity Workbench if no user default or installation default is identified.

System Data (Locked)

PeopleSoft Supply Planning provides the ALLROWS template as part of the system data. When this check box is selected, you cannot change rows in the corresponding template.

Display Type

Define the template as Item Based, Capacity Based, or Buyer Based. The value that you select here determines which fields are available in the Row Type ID field. You define row types for each display type on the Define Display Row Types page.

Display types indicate the workbench in which you can use any given row type. For example, a item-based display template is available in the Material Workbench only. You can use capacity-based display types in the Capacity Workbench only, and buyer-based display types in the Buyer Workbench.

Default Number of Periods

Enter the default number of buckets the system displays on each workbench initially.

Default Graph Type

Select the graph type that the system uses initially.

Beginning Start Date

Define the start date of the first bucket. Values are: Beginning of Period in which the start date falls or a specific Start Date Entered. Initially, the system uses Beginning of Period as the default value. Templates with capacity-based display types always use Beginning of Period.

Template to Copy

To copy an existing template, select from the available options and click the Copy Template button.

Default Period Duration

Select a default period duration the system uses for buckets.

Default Decimal Positions

Enter the default decimal precision that the system uses for quantity buckets.

Row Type ID

Select a row type that you want to appear on workbenches and review pages. You can add as many rows as available for the corresponding display type. You can set up lists of available row types for each display type on the Define Display Row Types page.

Sort Order Number

Define the order in which the row types appear on workbench or review page when displayed.

Include in Chart

Select this option to include the row type in generated graphic representations.

Define Display Row Types

PL_WBENCH_ROWTYPES

Supply Planning, Define Planning Attributes, Display Row Types

Define display row type lists of available template rows.

Description

Enter a long and short description of the row that you want to make available for the corresponding workbench type.

Actual Forecast

Displays the actual, unconsumed forecast for the corresponding period.

Available to Promise (ATP)

Determines the projected available inventory that hasn't been committed to customer orders. PeopleSoft Supply Planning uses this algorithm:

ATP = Planned Receipts + Scheduled Receipts - Actual Demand - Carryover Demand

Planned Receipts + Scheduled Receipts = Total Supply row type

Total Orders row type + Dependent Demand row type = Actual Demand

Carryover demand occurs when ATP is driven below 0 in a time bucket. If this occurs, supply is consumed from an earlier time bucket. ATP is reported as a negative number in the first bucket if carryover demand isn't satisfied. PeopleSoft Supply Planning doesn't print ATP and cumulative ATP in the past due bucket (as it doesn't apply).

Buying Agreements

Displays the demand quantity for this item that is generated by buying agreements

Cumulative ATP

Cumulative or running total of ATP.

Dependent Demand

Displays the demand quantity that occurs when the item is required to meet demands of another transfer, planned transfer, production or planned production order.

Excess Inventory

The maximum amount of inventory that is allowable. The planned inventory on hand should never exceed this number. Excess is the defined excess level as of the end of the corresponding period. When summarizing multiple items, excess is the summarized excess levels for all items at the end of the corresponding period.

Note. When planned inventory on-hand exceeds the excess inventory, PeopleSoft Supply Planning reports the violation in the exceptions inquiry only. The planning solvers do no solve for this condition.

Extra Demand

Displays demand quantity that you enter directly into a planning instance in the form of extra demand.

Independent Demand

Displays the total demand quantity from sales orders, quotes, buying agreements, stock requests, and extra demand.

Intransit Inventory

Interunit transfers which have been shipped but not received. Appears in the destination business unit only.

Net Forecast

Displays the forecast quantity that remains after the actual forecast has been consumed by actual demand.

New Planned Orders

The sum of planned production, purchases, and transfers for an item in a period.

Periods Of Supply

A forward-looking calculation of a period's planned on-hand balance, which determines how many days into the future that a period's planned on-hand balance covers the total demand. When planned on-hand quantities aren't enough to cover all of the total demand for a particular bucket, PeopleSoft Supply Planning prorates the number of days by the ratio of the planned on-hand quantity available over total demand. When there isn't enough total demand through the periods reported, the Periods of Supply bucket displays 99999.

Planned On Hand

Displays the cumulative projected inventory balance from the beginning of the planning horizon. This includes the prior period's ending on-hand balance plus the total supply, minus the total demand for the current period.

Planned Production

Displays the suggested production orders created for this period when you generated the supply plan solution.

Planned Production Demand

Displays the component demand for this item caused by other planned production orders in the planning instance.

Planned Purchases

Displays the suggested purchase orders created for this period when you generated the material plan.

Planned Transfer Demand

Displays the demand for this item caused by planned transfer orders in the planning instance.

Planned Transfers

Suggested transfer orders created by PeopleSoft Supply Planning.

Production Demand

Displays the total amount of demand (component demand) from planned production and scheduled production for this time period.

Production Supply

Displays the scheduled receipts from manufacturing for this time period. The receipts are in the form of production orders.

Projected On Hand

Displays the cumulative projected inventory balance from the beginning of the planning horizon. This includes the prior period's ending on-hand balance plus the known supply, minus the total demand for the current period. The projected on-hand does not include planned supplies in the calculation.

Purchase Supply

The scheduled receipts from vendors for this period. The receipts are in the form of purchase orders.

Safety Stock

The defined safety stock level expected for the item as of the end of the corresponding period. When summarizing multiple items, the safety stock represents the sum of safety stock levels for the items being summarized as of the end of the corresponding period.

Sales Orders/Quotes

Displays the quantity of orders generated by customers, including real orders and any quotes that have been included in the planning instance.

Scheduled Production

The total amount of demand from production, with statuses of Entered, Firmed, Released, Dispatched, or In-Process.

Scheduled Production Demand

Displays the total amount of demand (component demand) from scheduled production for this time period

Scheduled Purchases

The sum of purchases, with statuses of Firmed or Open.

Scheduled Receipts

Displays the total quantity for this period from these row types: Scheduled Production, Scheduled Purchases, and Scheduled Transfers.

Scheduled Transfer Demand

Displays the total demand quantity for this period caused by scheduled transfers

Scheduled Transfers

Displays the total amount of supply from transfer orders arriving at the destination business unit for this time period.

Starting On Hand

The cumulative inventory level at the beginning of the period. The history begins with the starting quantity for the planning horizon.

Stock Requests

Internal and external inventory orders (for noninterunit transfers only).

Total Demand

Defined as the sum of net forecast, customer orders, interunit orders, and dependent demand. The total demand consists of both independent and dependent demand.

Total Supply

Displays the total quantity of actual supply and new planned orders.

Transfer Demand

Displays the scheduled transfers to other business units in the form of transfer orders.

Transfer Supply

Displays the scheduled receipts from other business units in the form of transfer orders.

Available Capacity

The total capacity available for a period. Measured in hours or units.

Overload Capacity

The amount that exceeds the available capacity (required capacity less available capacity when greater than zero).

Required Capacity

The amount of capacity consumed by production operations using a resource in a specific period. Measured in hours or units.

Unused Capacity

Leftover capacity (available capacity less required capacity when greater than zero).

Utilization Percentage

The ratio between required capacity and available capacity when the available and required capacities are greater than zero.

Vendor Scheduled Purchases

Represents actual purchases for item and vendor or schedule group and vendor combinations.

Vendor Planned Purchases

Represents the total of planned purchases for item and vendor or schedule group and vendor combinations.

Previous Schedule's Approved Quantity

Displays the quantity on the last schedule that the supplier approved for supplier-scheduled items.

Current Schedule's Required Quantity

Displays a supplier scheduled item's current quantity.

Other Supply

Represents the combined total of all transfers, all production, all actual purchases not included in the item and vendor combination, and all planned purchases not included in the item and vendor combination.

Total Demand

Represents the combined total of net forecast, sales orders, quotes, buying agreements, transfers, stock requests, production demand, and extra demand.

Starting On Hand

The cumulative inventory level at the beginning of a defined period. The history begins with the starting quantity for the planning horizon.

For past due buckets, this value is determined by the inventory quantity on hand. For all other buckets, this value is determined by the planned on-hand inventory from previous bucket.

Projected On Hand

Displays the cumulative projected inventory balance from the beginning of the planning horizon. This includes the prior period's ending on-hand balance plus the known supply, minus the total demand for the current period. The projected on-hand does not include planned supplies in the calculation.

Planned On Hand

Displays the cumulative projected inventory balance from the beginning of the planning horizon. This includes the prior period's ending on-hand balance plus the total supply, minus the total demand for the current period.

Safety Stock

The minimum quantity of stock planned to always be in inventory to protect against fluctuations in demand or supply. This value represents the safety stock effective on the end date of the period.

Excess Inventory

The maximum amount of inventory that is allowable. The planned inventory on hand should never exceed this number. This value represents the excess stock effective on the end date of period.

Note. When planned inventory on-hand exceeds the excess inventory, PeopleSoft Supply Planning reports the violation in the exceptions inquiry only. The planning solvers do no solve for this condition.