Analyzing Planning Problems

This chapter provides an overview of planning problems, and discusses how to:

Extract and review planning violations.
Review planning exceptions.
Review rescheduled supply and demand.
Review forecast fulfillment.
Create supply and demand analysis reports.

Understanding Planning Problems

PeopleSoft Supply Planning enables you to view and analyze data before committing the plan or running another iteration of the plan.

Planning Violations and Exceptions

PeopleSoft Supply Planning separates planning violations and planning exceptions into two main component categories:

Planning violations: An exception or error that might be visible to the planning solvers.

The solvers might attempt to correct the error. A solver execution should reduce the number of these violations.
Planning exceptions: An exception or error that is not visible to the planning solver.

Generally, exceptions preexist in the model data or are caused by manual interaction with the model data. A solver execution run may not reduce the number of exceptions, except where the exception is removed when a solver corrects a related error. A solver execution run should not increase the number of exceptions.

Supply and Demand Analysis Reporting

PeopleSoft Supply Planning offers a wide range of query and reporting possibilities. You can use any of our standard reports or alter them to suit specific business needs.

With PeopleSoft Supply Planning, you can:

Identify items with on-hand quantity but little or no demand.
Identify the quantity and value of on-hand stock levels above the excess and safety stock level at a period end.
Calculate when inventory levels will fall to zero (or near zero) based on actual and planned demand, as well as actual supply.
Report on all of the planned reschedules—including transfers, production, purchase orders (POs), and sales orders within a selected date range and for a specific planning instance.
Report horizontal planning data by selecting and naming only row types that you want to view.

Row types can include supply, demand, on-hand quantities, and available-to-promise. You can dynamically select the data to be reported.
Report on detail resource usage—machines, crews, and tools—within a planning instance, based on scheduled and planned production.

Common Elements Used in This Chapter

Show Supply	Click the button for an order to access the corresponding Show Supply page, where you can view a list of orders, the outputs of which are used to satisfy the demands of the selected order.
Show Demand	Click the button for an order to access the corresponding Show Demand page, where you can view a list of orders that use the items supplied from the selected order.
Business Unit	When appearing on a search criteria page, select a value to include in the results only for items or orders associated with a specific business unit. Leave this field blank to include all of the business units associated with the planning instance report layout.
Category	When appearing on a search criteria page, select a value to include only those items or orders associated with a specific item category.
Configuration Code	When appearing on a search criteria page, select a value to include only those items or orders associated with a specific configuration code. This field also appears on several pages on the Configuration Code tab, where it refers to a unique identifier when the item is a configured item. Configuration codes are 50-character, alphanumeric identifiers for configured items. The system automatically generates configuration codes as you configure items, using information about the customer's selections that you define as elements of the code. Configuration codes enable you to identify the options for a configured item easily. You can also use configuration codes to track and cost configured inventory. After you define the elements of the configuration code for an item, the system automatically assigns a configuration code to each product that it configures during distribution configuration. If the item is configuration coded, a valid configuration code is required. See Working With Configuration Codes.
Customer	When appearing on a search criteria page, select a value to include only those customer orders for the specified customer.
Date Range	Select Use Planning Instance Dates to use the start and end dates defined for the corresponding planning instance. Click the Planning Instance Information button for the start and end dates defined for the planning instance. You can also define a specific from and to date, or define a number of offset days from the report run date. Use the Offset feature to run the report on an ongoing basis without modifying the run control.
Demand Value Transacted	Select to sort by demand transaction value. Items with the smallest demand transaction valuation appear first in the report list.
Family	When appearing a on search criteria page, select a value to include only those items or orders associated with a specific item family.
Family Forecast	The system populates this field if the forecast was allocated to the item as a result of a planning bill of material (BOM) or aggregate demand relationship (and not directly entered for the item). When you add a forecast for a planning item, the system associates a forecast type of Forecast with the planning item, and adds forecast types Planning Forecast to the exploded children of the planning item. You can change the quantity of a planning forecast or delete it at any time. If you modify the quantity of a planning forecast, you must rerun forecast consumption to view the results reflected in the net forecast values.
From Date and To Date	The system selects only the criteria in the specified date range. When searching for violations and exceptions, consider: For effectivity date violations and calendar violations, the system counts the exception if the exception date falls in the date range. For inventory policy violations, the system counts the exception only if the occurrence of the error falls within the date range for the corresponding item. For order sizing violations, the system counts the exception if the receipt date is in the date range.
Item Group	When appearing on a search criteria page, select a value to include only those items or orders associated with a specific item group.
Item ID	When appearing on a search criteria page, select a value to include in the search results only for the item specified. The value here represents the unique identifier that the system uses to track and retrieve the item. If you do not enter a value here, the system includes all of the items in the business unit that meet the specified search criteria.
Number of Transactions	Select to sort by the number of demand transactions. Items with the fewest demand transactions appear first in the report list.
Number of Units Transacted	Select to sort by the number of units transacted. Items with the fewest units transacted appear first in the report list.
Order Type	When appearing on a search criteria page, select the reschedule information that you want to include in the search results. On the Planning Reschedule Report page, select the reschedule information that you want to include on the Planning Reschedule report.
Period Selection	Define the period end dates. Values are:Weekly andMonthly.
Planner Code	When appearing on a search criteria page, select a value to include only those items or orders associated with a specific planner.
Planned By	When appearing on a search criteria page, select a value to include only those items or orders associated with the specified planned-by types.
Primary Buyer	An item attribute that you establish when you create a planning instance from this hierarchy: Item Business Unit (PURCH_ITEM_BU.PRIMARY_BUYER). Item Purchase Attributes (PURCH_ITEM_ATTR.PRIMARY_BUYER). Item Category (ITM_CAT_TBL.PRIMARY_BUYER). Purchasing Loader Defaults (PO_LOADER_DFL.BUYER).
Planning Instance	Appears by default from the Installation Options - Planning page or User Preferences page. Planning instance IDs define a complete set of data that controls the items and business units for problem resolutions. Define planning instances on the Planning Instance Definition page. This field is required.
Tolerance	Select Exclude Within Tolerance to exclude all of the reschedule messages within the tolerance defined from the Planning Reschedule report.
Utilization Type	When appearing on a search criteria page, select a value to include only those items or orders associated with a specific item utilization type.
Vendor ID and Location	When appearing on a search criteria page, select values to include only the purchase transactions for the selected vendor and vendor location.

Extracting and Reviewing Planning Violations

This section provides an overview of planning violations and discusses how to:

Extract demand violations.
Review planning violations summary details.
Set filter criteria for planning violations.

Understanding Planning Violations

The Violations component displays violations within the planning instance that are visible to the planning solvers. Violations are available as realtime data, which requires that the planning instance be loaded into a planning engine at the time that violations appear (except at the end of a solver run, when you can generate a summary report for any remaining violations).

When accessing the Violations component, the system initially displays all of the violations. These are separated by planning object type on a summary page. Before filtering, the Filtered column totals on the Violations page match the column totals for each type of error. After you apply filtering criteria, the filtered count may be less than the total count. If you specify multiple filter criteria, the system includes only the violations that meet all of the filter criteria.

From the Review Planning Violations Summary page, you can navigate to access more detailed error information.

Delayed Demand

Delayed demand violations occur for end demands (forecasts, sales orders and material stock requests) that cannot be met on time. If you use the Material Solver, it schedules all end demands at their scheduled dates and therefore, never creates violations in the delayed demand violation section. Instead, all planning problems generated by the Material Solver are reported in the unfulfilled demand violations section.

If you use the Feasible Solver and want to view delayed demand violations, then you must select the Allow Rescheduling box on the Feasible Solver page. If you do not check the Allow Rescheduling box, the system will report all demand violations in the unfulfilled demand violations section.

Unfulfilled Demand

Unfulfilled demand violations occur for lower level demands (not end demands) on items that cannot be met on time. The system determines the unfulfilled demand error classification (production, purchase, or transfer) based on the default sourcing option that you select for an item. If you do not define a default option for an item, the system bases the unfulfilled demand error classification on the item's make or buy option.

The system orders demands for an item according to:

Demand date (earliest to latest).
Priority (highest to lowest).
Quantity (smallest to largest).
Sequence number (smallest to largest).

The system displays only those demands that are partially fulfilled from the supply or completely unfulfilled.

Extracting Higher Level Demand Violations

When you run a solver, the system automatically reports delayed and unfulfilled demand violations. However, if you use the Material solver or the planning instance contains frozen demands, you may need to extract higher level demand violations.

If you run the Material solver, it reports demand violations at the lowest level demand in the supply chain that has the violation and does not identify the higher level demands that are affected. For example, suppose you are building an assembly on a production order to fulfill a requirement from a sales order; and a purchase order for a component used to build the assembly is late. In this case, the system will report an unfulfilled demand violation for the component. It does not report a violation for the production order or the sales order.

To view violations for higher level demands, you must run the Extract Demand Violations process. After you run this process, you can view the demand violations in the Demand Violations component. The systems stores these violations and their associated orders in a table named SPL_VIOLATIONS. When you transfer the planning instance to PeopleSoft Supply Chain Management, the system also transfers the SPL_VIOLATIONS table so that you can exclude these orders from the commit process.

Pages Used to Extract and Review Planning Violations

Page Name	Object Name	Navigation	Usage
Extract Demand Violations	SPL_DMD_VIOLATIONS	Supply Planning, Solve Plan, Extract Demand Violations	Extract demand violations for orders pegged to low level orders with violations.
Violations	PL_REVIEW_ERRORS	Supply Planning, Solve Plan, Analysis, Violations	Establish plan violation criteria and filters and retrieve violations that prevent a material or capacity plan from being feasible.
Violations - Filter Violations	PL_RVW_ERR_FILTERS	Click the Filter Violations link on the Violations page.	Specify selection criteria to narrow the number of violations that the system displays on the Violations summary page.
Violations - Item Violations	PL_RVW_ERR_ITEM	Click any amount total in the Filtered or Total column in the Item Violations group box on the Violations page.	Review violations for negative quantity on hand or safety stock.
Violations - Delayed Demand Violations	PL_RVW_ERR_DELAYED	Click any amount total in the Filtered or Total column in the Delayed Demand Violations group box on the Violations page.	Review delayed demand violations for customer orders, transfers, and extra demand.
Violations - Resource Violations	PL_RVW_ERR_WC	Click any amount total in the Filtered or Total column in the Resource Violations group box on the Violations page.	Review work center overload capacity violations.
Violations - Unfulfilled Demands Violations	PL_RVW_ERR_SUPPLY	Click any amount total in the Filtered or Total column in the Unfulfilled Demand Violations group box on the Violations page.	Review violations related to unavailable supply for existing and planned demands.
Demand Violations Search	SPL_DMD_V_INQ_SRCH	Supply Planning, Solve Plan, Analysis, Demand Violations.	Specify search filters and retrieve violations generated by the Extract Demand Violations process.
Demand Violations Detail	SPL_DMD_V_INQ_DTL	Click Search from the Demand Violations Search page.	Review violations for end demands and for planned transfers and production pegged to a lower level supply order with a violation.

Extracting Higher Level Demand Violations

Access the Extract Demand Violations page.

Note. You only need to run the Extract Demand Violations process if you want to view higher level demand violations in the Demand Violations component or if you want to identify higher level orders with demand violations when you commit planning updates. The system displays the information generated by this process in the Demand Violations component, not in the Violations component.

Planning Instance	Select the planning instance for which you want to extract demand violations.
Start Planning Engine and URL	Select to start the planning engine for the corresponding planning instance. If the planning engine is already running, the system ignores this option and uses the domain on which the planning engine is currently running. If you select Start Planning Engine and the planning engine is not currently running, the system starts the planning engine for the corresponding planning instance using the domain that you specify in the URL field. If you specify no domain, or if the planning engine fails to start on the domain that you specify in the URL field, the system uses the default URL that you define on the Planning Engine Domains page.
Run	Click to extract demand violations using the PeopleSoft Process Scheduler.

Reviewing Planning Violation Summary Details

Access the Violations page.

Saved Counts Date/Time

Select a previously saved set of violation counts for review. You can save summary violation counts at any time, including before or after solver runs. When you save violation counts, the system retains the totals only. Additional details for saved counts are not available.

Search

Click to perform a new search using the filters that you defined.

Filter Violations

Click to access the Violations - Filter Violations page, where you can specify selection criteria to narrow the number of violations that the system displays on the Violations summary page.

Start Date

The beginning time boundary. Used with the end of time, this region defines the time period within which the system recognizes orders and changes. Solvers do not recognize times before the start of time.

End Date

The concluding time boundary. Solvers do not recognize orders or changes after this date.

Current Date

The current date and time for the planning instance. This fence is used to define various time offsets respected by the planning solvers.

Early Fence Date

The beginning time of the interval within which solvers process the elements of the material- and capacity-feasible plans and calculate constraint violations.

Item Violations

Negative Planned Quantity

An item has a negative planned quantity on hand between the item's early fence and the late fence. The system calculates the violation if the item's histogram quantity falls below zero at any time between the current time and the late fence.

Note. The system counts an item with negative planned quantity only once, even if the item has multiple occurrences of negative planned quantity on hand.

Safety Stock

The system generates a violation if an item has a planned quantity on hand below safety stock between the item's early fence and the late fence.

Note. The system counts an item with stock violations only once, even if the item has multiple occurrences of safety stock violations.

Delayed Demand Violations

Customer Ship Dates	The target ship date on a customer order cannot be met, and the order will ship late. The system generates a violation if the planned ship date is after the target ship date.
Transfer Ship Dates	The scheduled ship date on a transfer cannot be met and the transfer will be supplied late. The system generates a violation if the planned ship date is after the scheduled ship date.
Extra Demand Ship Dates	The target demand date on an extra demand required cannot be met and the extra demand will be supplied late. The system generates a violation if the planned schedule date is after the schedule ship date.
Stock Request Ship Dates	The target ship date on a material stock request cannot be met and the material stock request will be shipped late. The system generates a violation if the planned ship date is after the schedule ship date.
Forecast Fulfillment	A forecast demand cannot be met on the forecast date. The system generates a violation if the forecast demand has been canceled or satisfied at a later time.

Resource Violations

Work Center Capacity

A work center is overloaded. The system generates a violation if the work center's aggregate utilization exceeds the resource aggregate capacity between the global early fence and the capacity fence.

Note. The system counts a work center capacity violation only once, even if the work center has multiple periods where it is overloaded.

Operations Without Capacity

A production operation occurs at a work center for which the work center capacity has been exceeded. The system generates a violation only for production operations for which no or partial work center availability exists. For example, if an operation occurs in an overloaded capacity bucket and the operation only consumes available capacity, the system does not generate a violation.

The system sorts which operation steps use the available capacity according to:

Operation start date and time.
Priority.
Work center quantity usage (smallest to largest).
Sequence number.

By sorting based on operation start date and time, the system first allocates available capacity to operations that may have started in a previous capacity bucket.

Unfulfilled Demand Violations

Production Supply Shortage	Demand has no supply for items where the default sourcing option is a production option. The system generates a violation if the supply for any demand on an item (for which the default sourcing option is a production sourcing option) does not exist or would occur after the demand date. If an item has no default sourcing option, the system considers the sourcing type a production sourcing option if the item's make or buy option is Make.
Purchase Material Shortage	Demand has no supply for items where the default sourcing option is a purchase option. The system generates a violation if the supply for any demand on an item (for which the default sourcing option is a purchase sourcing option) does not exist or would occur after the demand date. If an item has no default sourcing option, the system considers the sourcing type a purchase sourcing option if the item's make or buy option is Buy.
Transfer Supply Shortage	Demand has no supply for items where the default sourcing option is a transfer option. The system generates a violation if the supply for any demand on an item (for which the default sourcing option is a transfer sourcing option) does not exist or would occur after the demand date.

Defining Filter Criteria

Access the Violations - Filter Violations page.

Business Unit	Select violations for the specified inventory business unit only. For interunit transfers, the system uses the source business unit.
Planner Code	Select violations for items associated with a specific planner code only.
From Date and To Date	Select violations in the date range specified only. For item violations and capacity violations, the system selects only those violations where the occurrence falls within the date range for the item. For delayed demands, the system selects violations only if the target ship date is in the date range. For unfulfilled demands, the system selects violations only if the demand date is in the date range. Define the from date as an early fence date, current date, or as a specific date. If you specify no date range, the system uses the late fence date as the to date when calculating for violations.
Priority Rank	Applies to unfulfilled demand violations and delayed demand violations only. Select violations if the item's demand priority rank is equal to or higher than the specified priority. Note. Small priority rank numbers (those numbers closer to zero) have higher demand priorities.
Negative Quantity Duration	Select only the negative quantity violations in which the duration is greater than or equal to the number of days specified in this field.
Safety Stock Neg Qty Duration (safety stock negative quantity duration)	Select only the safety stock violations in which the duration is greater than or equal to the number of days specified in this field.
Planned By	Select only those violations that are associated to items with these specified planned-by types: distribution plan, master plan, and material plan.
Utilization Type	Select only those violations with items that are associated with the utilization type.
From Item ID and To Item ID	Select only those violations with item codes in the specified range.
From Item Configuration Code and To Item Configuration Code	Select only those violations associated with the specified configuration codes. Once you specify a configuration range, the system selects only those violations for configurable items.
Work Center	Select capacity violations that occur on the specified work center. The work center filter applies to operations without capacity and aggregate capacity violations only.
Work Center Group	Select capacity violations that occur on work centers in the specified work center group. The work center group filter applies to operations without capacity and aggregate capacity violations only.

Note. The system determines the aggregate capacity error total according to the total count in the Operations without Capacity Filtered column on the Violations page. For example, suppose that after applying the item filter, the operations without capacity all occur on the same work center (and the total in the corresponding Filter column equals 1), then the work center capacity total error count equals 1.

Return to Violations	Click to return to the Violations page without performing a search.
Search	Click to apply the filtering criteria and review the results on the Violations page.
Clear	Click to delete all of the previously entered filter criteria.

Reviewing Item Violation Details

Access the Violations - Item Violations page.

Item ID	Click any value in this column to access the Material Workbench - Summary page, where you can analyze the material plan for the item and resolve item violations manually. See Using the Material Plan Workbench.
First Violation Date	Displays the date that the first shortage or safety stock violation occurs.
First Duration (Days)	Displays the number of days the first error is in violation.
First Shortage Quantity	Displays the shortage quantity (the maximum deviation from the safety stock level) when the first violation occurs.
Maximum Shortage Quantity	Displays the maximum deviation from the safety stock level for the item.

Reviewing Delayed Demand Violation Details

Access the Violations - Delayed Demand Violations page.

Common Information

Order

Displays the order number. For example, depending on the order type, this field might display a sales order number, quote number, or buying agreement number.

Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Material Stock Request, you can click the order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.

Order Tab

Select the Order tab.

Order Type	Displays the type of demand for the corresponding item.
Planning Start Date/Time	Displays the current date PeopleSoft Supply Planning intends to ship the order.
Original Start Date/Time	Displays the date and time the transaction system intended to ship the order.

Details Tab

Select the Details tab.

Demand Quantity	Displays the demand quantity for the corresponding order line.
Priority Rank	Displays a numeric value ranging from 1 (highest priority) to 999 (lowest priority) used by the planning engine to determine the order in fulfilling the demand. The system reserves 0 as a priority value.

Customer Tab

Select the Customer tab.

Ship To Customer

Displays the customer ID that identifies where the order is to be shipped. The customer name appears in the adjacent field.

Reviewing Resource Violation Details

Access the Violations - Resource Violations page.

Work Center	Click any work center ID in this column to access the Capacity Workbench, where you can analyze the capacity plan and resolve capacity violations manually. See Using the Capacity Workbench.
First Period Start Date/Time	Displays the starting date of the period with the first capacity overload occurrence.
First Overloaded Quantity	Displays the overload amount for the first capacity overload occurrence.
Buckets Overloaded	Displays the number of buckets with capacity overloads.
Maximum Overloaded Quantity	Displays the maximum overload amount for the capacity planning period.

Reviewing Unfulfilled Violation Details

Access the Violations - Unfulfilled Demand Violations page.

Common Information

Order Type

Displays the type of demand for the corresponding item.

Order

Displays the order number. For example, depending on the order type, this field might display a sales order number, quote number, or buying agreement number.

Order Tab

Select the Order tab.

Operation Sequence

Displays where you need components in the manufacturing process. PeopleSoft Production Management uses the work center associated with each operation and the WIP location associated with each work center to determine where to deliver components. The component's issue method in combination with the operation sequence determines when and where the material is delivered. It determines how the system updates inventory in the WIP location, as well as the quantity issue on the component list. When the operation sequence is set to zero or an invalid operation sequence is specified, it is assumed that the component item is to be used for the first operation.

Details Tab

Select the Details tab.

Demand Quantity	Displays the demand quantity for the corresponding order.
Priority Rank	Displays a numeric value ranging from 1 (highest priority) to 999 (lowest priority) used by the planning engine to determine the order in fulfilling the demand. The system reserves 0 as a priority value.
Ship To Customer	Displays the customer ID to which the order is shipped. The customer name appears in the adjacent field.

Setting Filter Criteria for Demand Violations

Access the Demand Violations Search page.

Planning Instance	Select violations for the specified planning instance.
Business Unit	Select violations for the specified inventory business unit only. For interunit transfers, the system uses the source business unit.
Item ID	Select violations for the specified item ID only.
Planner Code	Select violations for items associated with a specific planner code only.
Configuration Code	Select only those violations associated with the specified configuration code.
Planned By	Select only those violations that are associated to items with these specified planned-by types: distribution plan, master plan, and material plan.
Start Date and End Date	Select violations in the date range specified only. The system selects violations only if the planning date is in the date range. If you specify no end date, the system uses the late fence date as the end date when searching for violations.
Family	Select violations for the specified item family only.
Utilization Type	Select only those violations with items that are associated with the utilization type.
Category	Select violations for the specified item category only.
Search	Click to apply the filtering criteria and review the results on the Demand Violations Detail page.
Clear	Click to delete all of the previously entered filter criteria.
Order Type Filters	Indicate whether you want to include violations that pertain to these orders types: sales orders/quotes, purchases, production, transfers, buying agreements, planned purchases, planned production, planned transfers, forecasts, stock requests and extra demand.

Reviewing Demand Violations

Access the Demand Violations Detail page.

Note. You must run the Extract Demand Violations process before you can view information in the Demand Violations Detail page. If you make manual changes to the plan or run a solver after you initially run the Extract Demand Violation process, you should rerun the Extract Demand Violation process.

Note. The demand violations displayed by the system are potential problems in the plan. The Extract Demand Violations process uses a first in, first out sorting order for supplies and demands. Therefore, if you allocate supply using a priority scheme, the displayed demands with violations may not be the actual demands affected by the lower level supply problem.

Common Information

Planning Due Date/Time	Displays the planning due date/time of the order.
Business Unit	Displays the business unit for the order. For interunit transfers, the system uses the source business unit.
Order Type	Displays the type of demand for the corresponding item.
Order	Displays the order number. For example, depending on the order type, this field might display a sales order number, quote number, or buying agreement number. Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Stock Request, you can click the order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.
Line	Displays the line, schedule and kit number for a sales order or buying agreement. For a stock request or a transfer, the system displays “IN” followed by the line, schedule and demand line number.

Order Tab

Select the Order tab.

Show Supply	Click to access the corresponding Show Supply page, where you can view a list of orders, the outputs of which are used to satisfy the demands of the selected order.
Show Demand	Click to access the corresponding Show Demand page, where you can view a list of orders that use the items supplied from the selected order.
Violations Count	Displays the number of violations for lower level supply orders that are pegged to the order.

Item Tab

Select the Item tab.

Item ID	Displays the item ID associated with the violation.
Description	Displays the description for the item ID.

Configuration Tab

Select the Configuration tab.

Configuration Code

Displays the configuration code associated with the violation.

Reviewing Planning Exceptions

Planning exceptions are situations that are in contrast to various parameters defined within the plan, generally caused by changing business rules or manual intervention in the transaction system, or by manual interaction with the planning instance. These exceptions, however, are not directly acted upon by the solvers.

This section discusses how to:

Define exception type search criteria.
Review exceptions that are within the planning data but not visible to the solvers.

Pages Used to Review Plan Exceptions

Page Name	Object Name	Navigation	Usage
Exceptions	PL_RVW_EXCP_SUM	Supply Planning, Solve Plan, Analysis, Exceptions	Review exceptions by planning object type. You can navigate to detailed exception information.
Exceptions - Filter Exceptions	PL_RVW_EXCP_SEL1	Click the Filter Exceptions link on the Exceptions page.	Define the filter criteria that you want the system to consider when calculating exceptions.
Exceptions - Calendar Exceptions	PL_RVW_EXCP_CAL	Click any link in the Filtered or Total column in the Calendar Exceptions group box on the Exceptions page.	Review additional information about the calendar constraints.
Exceptions - Order Sizing Exceptions	PL_RVW_EXCP_ORDSZ	Click any link in the Filtered or Total column in the Order Sizing Exceptions group box on the Exceptions page.	Review additional information about the order sizing exceptions.
Exceptions - Effectivity Date Exceptions	PL_RVW_EXCP_EFFTV	Click any link in the Filtered or Total column in the Effectivity Date Exceptions group box on the Exceptions page.	Review additional information about the effectivity date exceptions.
Exceptions - General and Policy Exceptions	PL_RVW_EXCP_INVBOM	Click a link in the Filtered or Total column in the General and Policy Exceptions group box on the Exceptions page.	Review general and policy violation details. Note. If the Excess Limit Exceeded option is selected then the object name will display as PL_RVW_EXCP_EXCSST.

Reviewing Exceptions

Access the Exceptions page.

Saved Counts Date/Time

Select a previously saved set of exception counts for review. You can save summary exception counts at any time, including before or after solver runs. When you save exception counts, the system retains the totals only. Additional details for saved counts are not available.

Exception Display Options

Indicate how you want the system to calculate and display summary counts. Values are:

Filtered Counts Only.

Total Counts Only.

Filtered and Total Counts.

If you select Total Counts Only, you can specify the exception type, general, and order type filters criteria, but the system ignores these filters when calculating the total counts.

Start Date

The beginning time boundary, before which time does not exist within the planning instance. Used with the end of time, this region defines the time period within which the system recognizes orders and changes. Solvers do not recognize times before the start of time.

End Date

The concluding time boundary for the planning instance. Solvers do not recognize orders or changes after this date.

Current Date

The current date and time as established for the planning instance. This fence is used to define various time offsets respected by the planning solvers.

Early Fence Date

The default early fence for the planning instance.

Save Counts

Click to save the summary exception counts to the database for retrieval and review at a later date. Use the Save Counts Date/Time field to select a saved exception count for review.

Calendar Exceptions

Displays supply and demand that occurs at invalid calendar times. Click any link in the Filtered or Total column to access the Calendar Exceptions page, where you can view additional information about the corresponding constraint.

Order Sizing Exceptions

Click any link in the Filtered or Total column to access the Order Sizing Exceptions page, where you can review additional information about the existing orders that do not follow the order minimums, maximums, or increments associated with an item's sourcing definitions.

Effectivity Date Exceptions

Click any link in the Filtered or Total column to access the Effectivity Date Exceptions page, where you can review additional information about orders where exceptions to effectivity dates have been encountered.

General and Policy Exceptions

Click any link in the Filtered or Total column to access the Policy Exceptions page, where you can review additional information about BOM exceptions found while calculating low level codes, planned quantity on hand levels greater than the excess limit, and orders where substitutions have been made.

Defining Exceptions Filter Criteria

Access the Exceptions - Filter Exceptions page.

Exception Type Filters

Select the exception types for which you want to search.

Exception Display Options

Indicate how you want the system to calculate and display summary counts. Values are:

Filtered Counts Only.
Total Counts Only.
Filtered and Total Counts.

If you select Total Counts Only, you can specify the exception type, general, and order type filters criteria; however, the system ignores these filters when calculating the total counts.

Calendar Exceptions

Invalid Ship Dates	The system counts a demand order (customer order, transfer, or material stock request) if the ship date is not valid for the business unit's shipping calendar.
Invalid Receiving Dates	The system counts a supply order (a PO or a transfer) if the order's receipt date is not a valid receiving date on the business unit's receiving calendar.
Planned Supply Before Early Fence	The system counts a planned supply order if the order begins (start date for production, ship date for transfers, and release date for POs) before the items early fence.
Receipt Before Current Time	The system counts a supply order (production, purchase, or transfer) if the order's receipt date is before the current date time of the planning instance.
Missed Customer Request Dates	The system counts a sales order schedule line, quote or buyers agreement if the planned ship date is after the customer request date.

Order Sizing Exceptions

Select order sizing exceptions for planned supply orders only.

Order Quantity Below Minimum	The system counts a planned supply order if the order quantity on a supply order is less than the minimum order quantity specified in the sourcing option used to create the planned supply order.
Order Quantity Above Maximum	The system counts a planned supply order if the order quantity on a supply order is more than the maximum order quantity specified in the sourcing option used to create the planned supply order.
Order Quantity Is Not An Increment	The system counts a planned supply order if the order quantity on a supply order does not match the order increment specified in the sourcing option that is used to create the planned supply order.

Effectivity Date Exceptions

Production Option Is Not Effective	The system counts a planned production order if the production option (BOM plus routing combination) is invalid at the production end date.
Component Is Not Effective	The system counts a component requirement on a planned production order if the production start or end date is invalid because of effective dates. The BOM effectivity option on the planning instance determines whether a component is in effect at the start or end date.
Substitute Component Is Not Effective	The system counts a substitute for a component requirement on a planned production order if the production start date or end date is invalid because of substitution effective dates. The BOM effectivity option on the planning instance determines whether a component is in effect at the start or end date.
Supply Occurs After Phase-Out Date	The system counts a planned supply order if the order ends (end date for production, arrival date for transfers, and receipt date for POs) after an item's phase-out date.

General and Policy Exceptions

Invalid BOM Structure (invalid bill of material structure)	The low-level code build detects violations. The system displays the number of items with BOM violations. The system counts an item if its low-level code is set to -1 or 999.
Vendor Capacity Exceeded	The system counts a capacity period for a vendor if the plan for an item exceeds the vendor's capacity.
Excess Limit Exceeded	The system counts an item if its planned quantity on hand is greater than the specified excess limit at any time between the current time and the late fence.
Substitutions	The system counts a component line on a production order if the component is listed as a substitute component, rather than the primary component that would normally be used.

General Filters

General filters are applicable to all of the exceptions.

Business Unit	The system selects only the exceptions for the specified business unit.
From Item ID and To Item ID	The system selects only the exceptions with item codes in the specified range.
From Item Configuration Code and To Item Configuration Code	The system selects only the exceptions associated with the specified configuration codes. If you define a configuration code range, the system counts only exceptions for configurable items.
Category	The system selects only the exceptions for items associated with the specified category ID.
Family	The system selects only the exceptions for items associated with the specified family.
Utilization Type	The system selects only the exceptions for items associated with the utilization type.
Planner Code	The system selects only the exceptions for items associated with the specified planner code.
Customer	The system includes only those customer orders for the specified customer in the exception count.
Vendor ID	The system includes only the purchase transactions for the selected vendor in the exception count.
From Date and To Date	The system selects only the exceptions in the specified date range. For effectivity date violations and calendar violations, the system counts the exception if the exception date falls in the date range. For inventory policy violations, the system counts the exception only if the occurrence of the error falls within the date range for the corresponding item. For order sizing violations, the system counts the exception, if the receipt date is in the date range.
Planned By	The system selects only the exceptions for items associated with the specified planned-by types.
Default All	Click to reset the exceptions filter values to include all of the exception conditions for all of the order types over the widest possible date range.

Order Type Filters

Select the order types that you want the system to include when checking for exceptions.

Note. Forecasts and extra demand order types are not included here; these order types do not generate types of exceptions.

Search	When you have defined the selection criteria, click to access the Exceptions Summary page, where you can review the results of the search.
Default All Values	Click to reset the exceptions filter values to include all of the exception conditions for all of the order types over the widest possible date range.

Reviewing Calendar Exception Details

Access the Exceptions - Calendar Exceptions page.

Item ID	Click any value in this column to access the Material Workbench - Summary page, where you can analyze the material plan for the item and resolve item violations manually. See Using the Material Plan Workbench.
Order Date/Time	Displays the ship date or receipt date, depending on the type of exception.
Order Type	Displays the type of order with a calendar exception.
Order ID	Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Material Stock Request, you can click the Order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.
Frozen	Select to indicate that the status of the order is frozen; the system does not reschedule frozen orders when solving for material plans.
Priority Rank	Displays a numeric value ranging from 1 (highest priority) to 999 (lowest priority) used by the planning engine to determine the order in fulfilling the demand. The system reserves 0 as a priority value.
Destination Unit	If the order is a transfer order, this column displays the destination business unit.

Reviewing Order Sizing Exception Details

Access the Exceptions - Order Sizing Exceptions page.

Item ID	Click any value in this column to access the Material Workbench Summary page, where you can analyze the material plan for the item, navigate to the order maintenance page for the corresponding order, and resolve item violations manually. See Using the Material Plan Workbench.
Start Date/Time and End Date/Time	For production orders, these dates correspond to the start and end dates of the production order. For POs, these dates correspond to release and receipt dates. For transfer orders, these dates correspond to the ship and arrival dates.
Order Type	Displays the type of supply order.
Order ID	Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Material Stock Request, you can click the order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.
Frozen	If selected, indicates that the status of the order is frozen; the system does not reschedule frozen supply orders when solving for material plans.
Min Order Quantity (minimum order quantity)	Displays the minimum amount that can be placed on the order.
Max Order Quantity (maximum order quantity)	Displays the maximum amount that can be placed on the order.
Order Multiple	Displays the multiple that the system uses to determine an order quantity. For example, suppose that you have a demand for 28 and the multiple is 10, then the system generates a planned supply order for 30.

Reviewing Effectivity Date Exception Details

Access the Exceptions - Effectivity Date Exceptions page.

Order Type	Displays the type of supply order.
Order ID	Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Material Stock Request, you can click the Order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.
Frozen	Select to indicate that the status of the order is frozen; the system does not reschedule frozen demand when solving for material plans.
Start Date/Time and End Date/Time	For production orders, these dates correspond to the start and end dates of the production order. For POs, these dates correspond to release and receipt dates. For transfer orders, these dates correspond to the ship and arrival dates.
Item ID	Click any value in this column to access the Material Workbench - Summary page, where you can analyze the material plan for the item, navigate to the order maintenance page for the corresponding order, and resolve item violations manually. See Using the Material Plan Workbench.
BOM Code	Displays the BOM identifier for the production option. Production options can be predefined or created based on the defaults specified for the item attributes according to unit level.
Routing Code	Displays the routing identifier for the production option. If the corresponding item uses lead time instead of production routings, the system does not populate this field with a value.

Reviewing General and Policy Exception Details

Access the Exceptions - General and Policy Exceptions page.

Item ID

Click any value in this column to access the Material Workbench - Summary page, where you can analyze the material plan for the item, navigate to the order maintenance page for the order, and resolve item violations manually.

Reviewing Rescheduled Supply and Demand

This section lists common elements and discusses how to:

Define reschedule supply and demand.
Review production reschedule orders.
Review purchase reschedule orders.
Review transfer reschedule orders.
Review sales order and quote reschedule orders.
Review buying agreement reschedule orders.
Review extra demand reschedule orders.
Review stock request reschedule orders.

Common Elements Used in This Section

Line	Displays the order line number, which is used by POs, transfer orders, sales orders, buying agreements, and material stock requests.
Item ID	Appears on the Item tab and displays the item code produced by the corresponding production operation.
Remaining Quantity	Appears on the Item tab and displays the outstanding amount due from the production operation. The remaining quantity is dependant on the order type; generally, the remaining quantity represents the outstanding amount to be supplied for supply orders or the remaining amount to be shipped for demand orders.
Rescheduled Days In	If the order has been rescheduled to a date that occurs earlier than the original scheduled date, this field displays the number of days in advance of the original scheduled date.
Rescheduled Days Out	If the order has been rescheduled to a date that occurs after the original scheduled date, this field displays the number of days after the original scheduled date.
Schedule	Displays the schedule line number, which is used by POs, transfer orders, sales orders, buying agreements, and material stock requests when an order line has one or more receiving or shipping dates, and receiving or delivery addresses.

Pages Used to Review Rescheduled Supply and Demand

Page Name	Object Name	Navigation	Usage
Reschedule Search	PL_RESCHED_SRCH	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Define criteria to search for rescheduled orders.
Reschedule - Production	PL_RESCHED_PROD	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for production.
Reschedule - Purchases	PL_RESCHED_PURCH	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for purchases.
Reschedule - Transfers	PL_RESCHED_XFER	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for transfers.
Reschedule - Sales Orders/Quotes	PL_RESCHED_SOQT	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for sales orders and quotes.
Reschedule - Buying Agreements	PL_RESCHED_BA	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for buying agreements.
Reschedule - Extra Demand	PL_RESCHED_XDMD	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review rescheduled orders for extra demand.
Reschedule - Stock Requests	PL_RESCHED_STKR	Supply Planning, Solve Plan, Analysis, Rescheduled Supply/Demand	Review reschedule orders for stock requests.

Defining Reschedule Supply and Demand Search Criteria

Access the Reschedule Search page.

Source Code

Include only those items associated with the specified source. Values are:

Make: Include only items that you manufacture.
Buy: Include only items that you purchase.

Select both options to include items that you manufacture and purchase.

Display Options

Select Reschedules and Cancellations to include these orders in the search results.

Reviewing Production Reschedule Orders

Access the Reschedule - Production page.

Common Information

Production ID

Displays the production ID that has been rescheduled. Click to access the Refine Plan Details page for the corresponding production ID.

Production Tab

Select the Production tab.

Status and Plan Status	Indicates the status of the production ID or production schedule in the production cycle. Values are: Entered: The system recognizes a production ID's quantity, start date, and due date, but the order has no operation list or component list. PeopleSoft Supply Planning considers entered production IDs and production schedules as supply, but does not plan for operations or components. In addition, the system creates a display-only output list for entered production. If production is for a single output item, the system generates an output list with the end item listed as the primary item. You can change this status to Firmed, Released, or Cancelled. This field value does not appear on the Planned Production component. Firmed: A firmed production ID or production schedule has a quantity, start date, and due date, but the BOM and routing are frozen. The component, operation, and output lists exist. You can change the output list. You cannot generate a picking plan for a firmed order. You can change this status to Released or Cancelled only. Released: In this status, the production has a component list, an operation list, and an output—all of which can be modified. Additionally, each operation's start date, due date, and time are determined. Once released, changing a production ID can result in the deletion of the existing component list and operation list. The lists are then re-added based on the new information associated with the production ID. You can change this status to Cancelled only. This field value does not appear on the Planned Production component. In Process: When you have recorded production transactions such as issuing or consuming components and recording completions, scrap, or actual hours, the system automatically changes the production status to In Process. You can change this status to Cancelled only. This field value does not appear on the Planned Production component. Canceled: This status cancels existing production quantities associated with a production ID. You can cancel production if the production status is Entered, Firmed, or Released. You cannot cancel a production ID with subcontracted operations, if a PO has been generated against the production ID. You can change this status back to its original status or to any status available to the original status. For example, suppose that the original status was Firmed, you can change the Cancelled status to Firmed or Released.
Original Start Date/Time and Original End Date/Time	Displays the date and time that the transaction system intends to start and end the operation.
Planning Start Date/Time	Displays the current date that PeopleSoft Supply Planning intends to begin the operation.
Planning End Date/Time	Displays the current date that PeopleSoft Supply Planning intends to finish the operation.

Inventory Pegging

Select the Inventory Pegging Tab.

Peg Status

Displays the pegging status of the line item.

Unpegged This line item does not have pegged demand.
Open This line item is pegged to demand that has yet to be fulfilled.
Completed This line item is pegged to demand that has been fulfilled

Peg Details

Click the link to display the pegged demand information. This column will only be available if the Peg Status is Open or Completed.

Reviewing Purchase Reschedule Orders

Access the Reschedule - Purchases page.

Purchase Tab

Select the Purchase tab.

Purchase Order	Displays the rescheduled PO number. Click this value to access the Refine Plan Details page for the corresponding PO.
Distribution Line	Displays information regarding how the item quantity will be charged to the organization, as well as internal delivery locations. Distributions also contain interface information for PeopleSoft Inventory, Projects, Order Management, and Asset Management. You can have more than one distribution for each schedule.
Due Date/Time	Displays the date and time that the order is due.
Planning Due Date/Time	Displays the current scheduled date that PeopleSoft Supply Planning intends to receive the distribution.

Item Tab

Select the Item tab.

Release Date/Time

Displays the date that you must dispatch the PO to receive the receipt by the due date and time.

Vendor Tab

Select the Vendor tab.

Vendor SetID	Displays the setID in which the vendor information was defined.
Vendor ID	Identifies a specific vendor as defined on an item and vendor definition.
Vendor Location	Displays the vendor location associated with the item.

Reviewing Transfer Reschedule Orders

Access the Reschedule - Transfers page.

Common Information

Demand Source

Displays the source of the independent demand.

Order Number

Displays the unique order ID for the transfer. You can define order numbers manually or set up automatic numbering in PeopleSoft Inventory. If you use automatic numbering, PeopleSoft Inventory generates an order number based on the default sequence defined on the User Preferences - Inventory page; if no default sequence exists, the system generates a number based on the default sequence specified for material stock requests on the Automatic Numbering page.

See Creating Orders for Fulfillment.

Demand Line

In PeopleSoft Inventory, orders for stock consist of demand lines. A demand line is the smallest request for stock that various fulfillment processes can process.

If you can fulfill an order line with the available on-hand quantity in the business unit, the system assigns one demand line (line number 1), requesting the total quantity required to fulfill the order line. If you cannot fulfill the order line with the available on-hand quantity and partial quantities are allowed, the system generates a backorder (if you have elected to cancel backorders, the additional quantity requested is canceled). The backorder process adds a demand line for the unfulfilled quantity; the only change in the demand key for the second demand line is the demand line number (line number 2).

See Understanding Demand.

Demand Tab

Select the Demand tab.

InterUnit Status

Values are:

C (canceled): The Interunit Status field is the only field available for entry. The value O (open) is the only other available option when the status is C.
O (open): All of the maintainable fields are available for entry. The value C is the only other available interunit status value when the status is O.
P (picked): The InterUnit Status and Requested Base fields are not available for entry.
I (intransit): The Include Quantity and Consume Forecast fields are available for entry.
R (received): The Include Quantity and Consume Forecast fields are available for entry.

Scheduled Date/Time

Date the transaction system expects to ship from the source business unit.

Planning Date/Time

Displays the current scheduled date that PeopleSoft Supply Planning intends to ship from the source business unit.

Supply Tab

Select the Supply tab.

Destination Unit	Displays the business unit from which the transfer originates.
Scheduled Arrival Date/Time	Date the transaction system expects to receive the transfer in the destination business unit.
Planning Arrival Date/Time	The current scheduled transfer arrival date to the destination business unit. The system validates this value against the receiving calender.

Item Tab

Select the Item tab.

Remaining Demand	Displays the outstanding demand due from the source business unit.
Remaining Supply	Displays the outstanding supply expected at the destination business unit.

Reviewing Sales Order and Quote Reschedule Orders

Access the Reschedule - Sales Orders/Quotes page.

Common Information

Order Number

Ship To

Displays the ship to customer.

Sales Order/Quote Tab

Select the Sales Order/Quote tab.

Kit	Displays the product kit code. A product kit is a fixed set of components that are sold as a unit. A product kit is not a stockable inventory item—its components may or may not be. PeopleSoft Supply Planning assumes that all of the kit components ship together—including configured or custom kits—in one sales order. Note. All of the kits for a schedule must have the same ship date and time. If you change a kit ship date and time, the system updates the ship date and time of the other items in the kit.
Planning Ship Date/Time	Displays the current scheduled ship date that PeopleSoft Supply Planning intends to ship the schedule.
Scheduled Ship Date/Time	Displays the requested ship date or scheduled ship date, depending on how you defined this option for the planning instance. PeopleSoft Supply Planning attempts to ship on this date.
Scheduled Ship Date/Time	Displays the date that the transaction system expects to ship.

Reviewing Buying Agreement Reschedule Orders

Access the Reschedule - Buying Agreements page.

Common Information

Contract ID

Displays the rescheduled contract number. Click to access the Buying Agreements page, where you can review and maintain parameters for buying agreements.

See Refining Order Management Details.

Ship To

Displays the ship to customer.

Buying Agreement Tab

Select the Buyer Agreement tab.

Kit

Displays the product kit code.

A product kit is a fixed set of components that are sold as a unit. A product kit is not a stockable inventory item; however, its components may be stockable.

PeopleSoft Supply Planning assumes that all of the kit components ship together—including configured or custom kits—in one sales order.

Note. All of the kits for a schedule must have the same ship date and time. If you change a kit ship date and time, the system also updates the ship date and time of the other items in the kit.

Planning Ship Date/Time

Displays the current scheduled ship date that PeopleSoft Supply Planning intends to ship the schedule line on the buying agreement.

Scheduled Ship Date/Time

Displays the date that the transaction system expects to ship.

Reviewing Extra Demand Reschedule Orders

Access the Reschedule - Extra Demand page.

Common Information

Sequence Number

The system has rescheduled the extra demand defined by this sequence number. Click to access the Refine Plan - Extra Demand page, where you can plan for unexpected lack of supply.

Extra Demand Tab

Select the Extra Demand tab.

Scheduled Date/Time	Date the original extra demand was intended to ship from the source business unit.
Planning Date/Time	Displays the current scheduled date that PeopleSoft Supply Planning intends to ship the extra demand.

Reviewing Stock Request Reschedule Orders

Access the Reschedule - Stock Requests page.

Common Information

Order Number

Click the order number value to access the Refine Plan - Stock Requests page, where you can review and maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.

Confirm

If selected, indicates that the specified quantity has been picked from the appropriate storage location. Picked lines must be confirmed before they are eligible for the Picking Confirmation process.

Stock Request Tab

Select the Stock Request tab.

Demand Line

In PeopleSoft Inventory, orders for stock consist of demand lines. A demand line is the smallest request for stock that various fulfillment processes can process.

If you can fulfill an order line with the available on-hand quantity in the business unit, the system assigns it one demand line (line number 1), requesting the total quantity required to fulfill the order line. If you cannot fulfill the order with the available on-hand quantity and partial quantities are allowed, the system generates a backorder (if you have elected to cancel backorders, the additional quantity requested is canceled). The backorder process adds a demand line for the unfulfilled quantity; the only change in the demand key for the second demand line is the demand line number (line number 2).

See Understanding Demand.

Scheduled Date/Time

Date the transaction system expects to ship from the source business unit.

Planning Date/Time

Displays the current scheduled date that PeopleSoft Supply Planning intends to ship from the source business unit.

Details Tab

Select the Details tab.

Demand Source	Displays the source of the independent demand.
Shipped	If selected, indicates that the stock request has shipped.
Post Ship Complete	The system populates this field after a net change update, if the planning instance contains a material stock request that has shipped.

Reviewing Forecast Fulfillment

This section provides an overview of forecast fulfillment and discusses how to:

Define forecast fulfillment search criteria.
Review forecast fulfillment summary information.

Understanding Forecast Fulfillment

Forecast fulfillment is the process PeopleSoft Supply Planning uses to meet forecasted demand when there is not enough supply to meet all of the demand at once. During forecast fulfillment, the system divides net forecasts into smaller increments that are associated with the original planning period. For example, each forecast is associated with a planning period, and planning periods are defined as daily, weekly, or monthly. The sum of the smaller increments meets the forecasted demand. Forecast fulfillment violations represent the number of these smaller increments that have been delayed or canceled

Using the Review Forecast Fulfillment component, you can:

Review the results of the forecast proration, consumption, and adjustment processes.
Review the fulfillment size breakdown of the adjusted forecast.
Review the impact of the solvers on the adjusted forecast.
Refine the adjusted forecast and modify the manner in which solvers interact with the forecast.

The Review Forecast Fulfillment component complements the Material and Capacity workbenches. Determined by the search criteria that you define, the system displays a list of items with forecast fulfillment information.

Forecast Fulfillment Search

After you define criteria, the system displays a list of items that meet the search criteria that you entered. You can:

Click any link in the Item ID column to review forecast fulfillment details for an individual item.
Populate the selection check box for multiple items, and click the Generate Summary button to review forecast fulfillment details for a group of items.
Select all of the items in the list and then click the Generate Summary button to review the details for all of the items that meet the search criteria.

Forecast Fulfillment Summary

You can review forecast fulfillment summary data for items that have completed the forecast consumption phase. You can also navigate to view forecast fulfillment details, maintain adjusted forecasts, and review the supply chain details supporting the forecast.

Pages Used to Review Forecast Fulfillment

Page Name	Object Name	Navigation	Usage
Forecast Fulfillment Search	PL_FCSTFULFIL_SRCH	Supply Planning, Solve Plan, Analysis, Forecast Fulfillment	Specify the search criteria that you want the system to use when returning forecast fulfillment information.
Forecast Fulfillment Summary	PL_FCST_FULFILLMNT	Supply Planning, Solve Plan, Analysis, Forecast Fulfillment, Forecast Fulfillment Summary	Review forecast tasks that are fulfilled, delayed, or canceled for a planning period.
Net Forecast	PL_FCSTFULFILL_DMD	Select any value in the Adjusted Forecast Quantity field on the Forecast Fulfillment Summary page.	Review adjusted forecast details.

Defining Forecast Fulfillment Search Criteria

Access the Forecast Fulfillment Search page.

Fulfillment Status	Include only items that have at least one forecast matching the status selected. You can select any combination of the status check boxes.
Start Date	Include only items with forecasts that occur at least partially after the specified start date.
End Date	Include only items with forecasts that occur at least partially before the specified end date. If you specify a start date and an end date, the start date must occur before the end date.
Search	Click to retrieve all of the items that meet the specified criteria. Items that meet the criteria appear in the Item List group box.
Clear	Click to delete all of the specified search criteria.
Select All	Click to select all of the items that appear in the Item List group box.
Show Selected	If you have selected multiple items in the Item List group box, you can click this button to access the Forecast Fulfillment Summary page, where you can review the forecast fulfillment details for all of the items that meet the search criteria.
Selection(check box)	Select those items that you want to include for review on the Forecast Fulfillment Summary page.

Reviewing Forecast Fulfillment Summary Information

Access the Forecast Fulfillment Summary page.

Start Date/Time	Include only items with forecasts that occur at least partially after the specified start date.
End Date/Time	Include only items with forecasts that occur at least partially before the specified end date. If you specify a start date and an end date, the start date must occur before the end date.
Forecast Adjustment Action	Displays the forecast adjustment action associated with the item. The Forecast Adjustment phase is part of the Forecast Consumption process.

Forecast Summary Tab

Select the Forecast Summary tab.

Forecasted Quantity

Displays the PeopleSoft Demand Planning forecast quantity converted to PeopleSoft Supply Planning forecast quantity, based on attributes such as planning bucket size, forecast percentages, and demand fence.

Net Forecast Quantity

Displays the remaining forecast quantity after the system runs the Forecast Proration and Consumption phases.

Adjusted Forecast Quantity

Displays the net forecast quantity after the system runs the Forecast Adjustment phase.

Click any link in this column to access the Net Forecast page, where you can review the adjusted forecast details.

Fulfillment Information Tab

Select the Fulfillment Information tab.

Filled Quantity	Displays the net forecast quantity to be supplied early or on time. The system calculates this value by summing the smaller forecast increments that are supplied on time.
Delayed Quantity	Displays the net forecast quantity to be supplied late. The system calculates this value by summing the smaller forecast increments that are delayed.
Canceled Quantity	Displays the net forecast quantity that will not be supplied. The system calculates this value by summing the smaller forecast increments that are canceled.

Consumption Information Tab

Select the Consumption Information tab.

Customer Orders Consumed	Displays the quantity of sales orders, quotes, and buying agreements netted against the forecasted quantity during the forecast consumption process. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Demand Planning periods to PeopleSoft Supply Planning periods.
Transfer Orders Consumed	Displays the quantity of transfer orders and planned transfer orders netted against the forecasted quantity. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Demand Planning periods to PeopleSoft Supply Planning periods.
Stock Requests Consumed	Displays the quantity of stock requests netted against the forecasted quantity. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Demand Planning periods to PeopleSoft Supply Planning periods.
Production Consumed	Displays the calculated production demand netted against the forecasted quantity. The system displays this value only if consumption occurs after allocation of forecasts from PeopleSoft Demand Planning periods to PeopleSoft Supply Planning periods.
Extra Demand Consumed	Displays the extra demand netted against the forecasted quantity.

Creating Supply and Demand Analysis Reports

This section provides an overview of PeopleSoft Supply Planning supply and demand analysis reports, and discuss how to define criteria for the Detail Resources report.

Understanding PeopleSoft Supply Planning Supply and Demand Analysis Reports

PeopleSoft Supply Planning delivers these supply and demand analysis reports:

Slow Moving Inventory Report

The Slow Moving Inventory report highlights items that you have on hand but for which there is little or no demand. The report also includes inventory valuation. When you run this report, the system selects those items that meet the specified criteria (within the selected range). The system will print the number of inventory transactions, the demand value transacted per item, and the number of units transacted.

The Slow Moving Inventory report displays planned and actual supply and the on-hand quantity that existed at the time that the planning instance was last loaded into PeopleSoft Supply Planning, but it ignores closed and canceled supply and demand.

Excess Stock Report

The Excess Stock report highlights the quantity and value of on-hand stock levels above the excess and safety stock level at period end (within the date range that you specify). This report assists the financial planner interested in the stock levels and stock value above the defined excess and safety levels.

A safety level is the preferred level to which you want to increase stock when you violate the safety stock level. For example, suppose that stock falls below 45, then you might want to create enough supply to bring the level up to 100. Excess level is the preferred level to which you want to decrease stock when you violate the excess stock limit. For example, suppose that stock rises above 10,000, you can bring it down to 7,500.

You can define safety and excess limits on the Define Business Unit Item - Planning: Fences/Lead Time page and on the Stocking Periods page. The system uses the safety and excess values that you define on the Define Business Unit Item component as default values if you do not define those values on the Stocking Periods page.

Projected Stock Out Report

The Projected Stock Out report calculates the date at which an inventory level will fall to zero (or near zero), based on actual and planned demand and actual supply.

Reschedule Report

The Reschedule report displays all of the planned reschedules, including transfers, production, POs, and sales orders, within a selected date range and for a specific planning instance.

Detailed Resources Report

The Detailed Resources report provides visibility to detail resources—machines, crews, and tools—within a planning instance. Use this report to review detail resource usage based on scheduled and planned production. Using this report, you can review the maximum usage of a machine, crew, or tool for any period of time.

Pages Used to Create Supply and Demand Analysis Reports

Page Name	Object Name	Navigation	Usage
Planned Slow Moving Inventory	PL_SLOWMOVG_REQ	Supply Planning, Solve Plan, Reports, Planned Slow Moving Inventory	Generate a report for a specified planning instance that lists items with on-hand inventory and little or no demand.
Excess Stock Report	PL_XSTOCK_REQ	Supply Planning, Solve Plan, Reports, Excess Stock Report	Generate a report listing the quantity and value of on-hand stock levels that are above the excess and safety stock levels at period end.
Projected Stock Out Report	PL_STOCKOUT_REQ	Supply Planning, Solve Plan, Reports, Projected Stock Out Report	Generate a report that calculates the date at which an inventory level will fall to zero (or near zero).
Planning Reschedule Report	PL_RESCHED_REQ	Supply Planning, Solve Plan, Reports, Planning Reschedule	Generate a report that lists all of the reschedule messages, including production, PO, transfer, sales order and quote, buying agreement, extra demand, and stock request messages.
Detail Resources	SPL_DETAIL_RES_REQ	Supply Planning, Solve Plan, Reports, Detail Resources	Generate a report that lists the number of machines, crews, and tools used in a production process.

Defining Criteria for the Detail Resources Report

Access the Detail Resources page.

Report Print Options

Print Option	Values are: Resource Summary: Print the maximum resource usage that occurs for a particular period. Resource Detail: Print the resource usage for each individual production operation. Summary with Detail: Print the maximum resource usage that occurs for a particular period and the resource usage for each individual production operation.
Skip If No Detail	Select if you do not want to display resource usage for each individual production operation on the Resource Summary report when no resource usage exists.
Start Date Option and Offset	Define the date on which you want to generate the report. You can define a specific date or a number of offset days from the report run date. Use the Offset feature to run the report on an ongoing basis without modifying the run control.
Hourly Buckets	Define the number of hourly buckets that you want to appear.
Hours per Bucket	Define the size of each hourly bucket.
Start Time	Specify the time on the start date that you want the first hourly bucket to begin.
Daily Buckets	Define the number of daily buckets that you want to appear.
Weekly Buckets	Define the number of weekly buckets that you want to appear.
Monthly Buckets	Define the number of monthly buckets that you want to appear.
End Date Option and Offset	Define the end date and time that you want to generate the report. You can define a specific date or define a number of offset days from the report run date. Use the Offset feature to run the report on an ongoing basis without modifying the run control. This option is available only when you are printing the resource detail.

Report Filter Criteria

Business Unit	Specify a manufacturing business unit. This field is optional.
Tool ID	Select to print data for all of the tools, a single tool, or a range of tools.
Machine Code	Select to print data for all of the machines, a single machine, or a range of machines.
Crew Name	Select to print data for all of the crews, a single crew, or a range of crews.
Report Option for Crew	Specify whether reporting is done by crews or by individuals (calculated as crews multiplied by crew size).
Minimum Tool, Machine, and Crew Usage	Print only the data where the usage is greater than or equal to the number that you specify in this field.

Saved Counts Date/Time	Select a previously saved set of violation counts for review. You can save summary violation counts at any time, including before or after solver runs. When you save violation counts, the system retains the totals only. Additional details for saved counts are not available.
Search	Click to perform a new search using the filters that you defined.
Filter Violations	Click to access the Violations - Filter Violations page, where you can specify selection criteria to narrow the number of violations that the system displays on the Violations summary page.
Start Date	The beginning time boundary. Used with the end of time, this region defines the time period within which the system recognizes orders and changes. Solvers do not recognize times before the start of time.
End Date	The concluding time boundary. Solvers do not recognize orders or changes after this date.
Current Date	The current date and time for the planning instance. This fence is used to define various time offsets respected by the planning solvers.
Early Fence Date	The beginning time of the interval within which solvers process the elements of the material- and capacity-feasible plans and calculate constraint violations.

Saved Counts Date/Time	Select a previously saved set of exception counts for review. You can save summary exception counts at any time, including before or after solver runs. When you save exception counts, the system retains the totals only. Additional details for saved counts are not available.
Exception Display Options	Indicate how you want the system to calculate and display summary counts. Values are: Filtered Counts Only. Total Counts Only. Filtered and Total Counts. If you select Total Counts Only, you can specify the exception type, general, and order type filters criteria, but the system ignores these filters when calculating the total counts.
Start Date	The beginning time boundary, before which time does not exist within the planning instance. Used with the end of time, this region defines the time period within which the system recognizes orders and changes. Solvers do not recognize times before the start of time.
End Date	The concluding time boundary for the planning instance. Solvers do not recognize orders or changes after this date.
Current Date	The current date and time as established for the planning instance. This fence is used to define various time offsets respected by the planning solvers.
Early Fence Date	The default early fence for the planning instance.
Save Counts	Click to save the summary exception counts to the database for retrieval and review at a later date. Use the Save Counts Date/Time field to select a saved exception count for review.