Beginning Start Date

Define how the system determines the start date for the time periods. Values are Beginning of Period and Start Date Entered. If you use period sizes of weeks or months, and select Beginning of Period, the system sets the start date to the beginning of the period (Sunday for weekly buckets, the first of the month for monthly buckets)

Clear

Click to clear all of the field values in the Search Criteria group box.

Clear All

Click to clear the item selection check box for all of the items that appear in the Item List group box.

Decimal Positions

Define the decimal precision that you want to use when displaying quantities in workbenches and inquiries.

Display Row Types

Click to access the Display Row Types page, where you can modify which row types appear on the workbench summary pages, and the order in which they appear. Define the row types that initially appear on the workbench summary pages by associating row types with a template on the Define Display Templates page, and selecting that template in the Template field in the Display Options group box.

You can access the Display Row Types page on all of the workbench and review pages where row types are used, including the Material Plan Workbench, Review Material Summary Plan, Buyer Workbench, and Review Buyer Purchases pages.

Graph

Click this button after you select a graph type to chart the information for the specified row types.

Graph Type

Select a method for displaying the row type chart data.

Generate Summary

From the Material Workbench Search, Review Material Summary, Buyer Workbench, and Review Buyer Purchases pages, you can click this button to view the combined row type totals for all of the items that you selected.

For example, if you select multiple items in the Item List group box on the Material Workbench Search page, you can click this button to access the Material Workbench Summary page, where you can view the combined row type totals for all of the items that you selected, as well as row type totals for each item ID.

Number of Periods

Define the number of buckets that the system calculates and displays within the Material Plan Workbench, Review Material Plan Summary, Buyer Workbench, and Review Buyer Purchases pages.

The system initially populates this field with the value that you entered for the Default Number of Periods field on the Define Display Template page. The number of periods that you define determines the number of tabs that appear in the summary.

Past Due

Summarizes information prior to the start date specified within a workbench or review page. When the system initially displays the summary information, it uses the current date as the default start date. You can override this value on the corresponding summary pages.

Period Duration

Define the bucket size for which you want to generate and review summary information. Values are Day, Week, or Month.

Refresh

Click to recalculate the results in the Item Summary group box (on the workbench pages), Plan Summary group box (on the Buyer Workbench PL Workbench Summary page), or the Order Details group box (on the Material Plan Details - Search page) when you change any of the display options.

Row Type

Represents a type of planning data. The data can be cumulative or calculated on a period-by-period basis. Click any link-enabled quantity field for a row type to access a detailed list for that period.

Row types that appear as default values on summary, based on the display template or display template overrides that you specify.

Search

Click to display all of the items that meet the criteria that you defined in the Search Criteria group box.

Select All

Click to select all of the items that appear in the Item List group box.

Selection (check box)

Enables you to specify which items to include in the Material Plan Workbench, Material Plan Summary, Buyer Workbench, and Buyer Purchases pages.

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.

Show Details

Select to display individual item summaries on the workbench summary pages.

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.

Start Date

Define the first date from which you want to begin reviewing information. When using period sizes of weeks or months, you can define the start date to move automatically to the beginning of the period (Sunday for weekly buckets, the first of the month for monthly buckets). The system initially uses the current date as the default start date. The system buckets data prior to the start date into the Past Due column of the summary results.

Summarize Selected by Item ID

Enables you to view information summarized for the item across business units when working with a multiple site planning instance (multiple business units).

Enter the item search criteria, then select the corresponding check boxes for each item that you want to review. The system displays an item list that may contain the same item in different business units. Select each occurrence of the item and select the Summarize Selected by Item ID field to generate a summary across business units for the item.

Summarize Selected by UOM (summarize selected by unit of measure)

Enables you to select multiple items that have the same unit of measure to generate a summary of inventory activity for all of the selected items. For example, you have an item family called BIKES. If in the item search criteria that you elected includes only those items belonging to the item family BIKES, you could select all of the returned items, then generate a summary by unit of measure to display summarized inventory information at the BIKE level.

Template

Indicates which display template the system uses when creating workbench summaries within PeopleSoft Supply Planning. You can associate a template to user preferences or installation options for defaulting purposes. You can override this value with a different valid template, and change the rows, sort order, and chart characteristics for the template while in a workbench.

Material Workbench Search

PL_WBENCH_SRCH

Supply Planning, Solve Plan, Material, Material Plan Workbench

Define item search criteria used to generate a list of items from which you can review material plans.

Material Workbench Summary

PL_WBENCH_SUMMARY

• Click any link in the Item ID column or select multiple items and click the Generate Summary button on the Material Workbench Search page.

• Supply Planning, Solve Plan, Material, Review Material Plan Summary

Analyze the horizontal material plan summary for an item or group of items and drill down to plan details.

Material Workbench Drill Down Detail

PL_WB_MAT_DRILLDWN

Click a link-enabled value for a row type in the Item Summary grid on the Material Workbench Summary page to access the corresponding details page.

Add planned orders to the planning instance, including planned purchase, production, transfer orders (from the supply based rows), and extra demand (from the demand based rows). Access the corresponding Refine Plan pages for orders that appear on the drill down pages. As these detail pages display period details for the corresponding row type, the information that appears and the functionality available is determined by the row type from which you accessed the page.

Actual Forecast

Forecast input to PeopleSoft Supply Planning from PeopleSoft Demand Planning and other products.

Buying Agreements

Actual buying agreements in the execution system and seen as demand.

Extra Demand

Simulated demands only visible to planning.

Net Forecast

Forecast remaining as demand once the forecast consumption process has occurred.

Planned Production Demand

Production component requirements only visible to planning and seen as demand.

Planned Transfer Demand

Interunit transfers only visible to planning and seen as demand in the source business unit.

Sales Orders/Quotes

Actual sales orders and quotations in the execution system and seen as demand.

Scheduled Production Demand

Actual production component requirements in the execution system and seen as demand.

Scheduled Transfer Demand

Actual interunit transfers in the execution system and seen as demand in the source business unit.

Stock Requests

Actual stock requests in the execution system and seen as demand.

Planned Production

Production only visible to planning and seen as supply.

Planned Purchases

Purchases only visible to planning and seen as supply.

Planned Transfers

Interunit transfers only visible to planning and seen as supply in the destination business unit.

Scheduled Production

Actual production outputs in the execution system and seen as supply.

Scheduled Purchases

Actual purchases in the execution system and seen as supply.

Scheduled Transfers

Actual interunit transfers in the execution system and seen as supply in the destination business unit.

Customer Orders

Sales orders, quotes, and buying agreements.

Dependent Demand

Scheduled production demand, planned production demand, scheduled transfer demand, and planned transfer demand.

Independent Demand

Sales orders, quotes, buying agreements, stock requests, and extra demand.

Transfer Demand

Scheduled transfer demand and planned transfer demand.

New Planned Orders

Planned production, planned purchases, and planned transfers.

Production Supply

Scheduled production and planned production.

Purchase Supply

Scheduled purchases and planned purchases.

Scheduled Receipts

Scheduled production, scheduled purchases, and scheduled transfers

Transfer Supply

Scheduled transfers and planned transfers.

Total Supply

Scheduled production, scheduled purchases, scheduled transfers, planned production, planned purchases, and planned transfers.

Total Demand

Net forecast, sales orders, quotes, buying agreements, stock requests, extra demand, scheduled production demand, planned production demand, scheduled transfer demand, and planned transfer demand.

Item Details

Displays the item selected from the item list on the Material Plan Detail Search page. To display a different item, you can enter new values in the Business Unit, Item ID, or Configuration Code fields and click the Refresh button to display the corresponding item details. The system also displays the standard unit of measure, the starting inventory quantity on hand balance, and the Safety Stock field, which indicates whether an item includes stocking period information. Click Review Item to view other item details.

Display Options

Contains the same fields as the Display Options group box on the Material Plan Detail Search page. You can populate any of these fields on either page to limit the amount of data presented on the Material Plan Detail page. When you change display options, click the Refresh button to update the order details list.

The buttons that appear below the Display Options group box enable you to:

• Refresh the order details.

• Go to next item in the item list.

• Go to previous item in the item list.

• Add extra demand.

• Add planned production.

• Add planned purchases.

• Add planned transfers.

Chart For

Use to generate a graphical representation of the time phased material plan details. You can specify the chart type and period duration, as well as:

• Select Show Balance to graph the balance at the end of each period. The smallest level of granularity for charting purposes is a daily bucket.

• Select Show Safety Stock to graph the stocking periods safety stock levels for the item as of the end of the period.

• Select Show Excess Inventory to graph the excess inventory level as of the end of the period.

• Select Show Demand to graph the total outstanding demand for the period.

• Select Show Supply to graph the total outstanding supply for the period.

Note. The system does not initially chart any data when you first access the Material Plan Detail page. To create a graph, select a graph type and period duration, select the type of data that you want to graph, and click the Graph button. The system charts time-phased values based on the balance at the end of each period as specified by the period duration.

Order Details

Displays a time-phased view of the plan. The Starting Balance row displays the total outstanding demand quantity prior to the start date, the total outstanding supply quantity prior to the start date (including quantity on hand), and the starting inventory position based on these two quantities. Each subsequent row displays the next demand or supply in time sequence, along with the inventory position as a result of that order. All of the supplies and demands between the start date and end date appear. When a supply and a demand exist for the same date and time, the supply appears first.

Material Plan Detail Search

PL_MAT_DETAIL_SRCH

Supply Planning, Solve Plan, Material, Material Plan Detail

Define item attribute selection criteria to generate an item list or identify a specific item to review the plan details.

Material Plan Detail

PL_MAT_DETAIL

• Click any link in the Item ID column on the Material Plan Detail Search page. If you specify a business unit and item on the Material Plan Detail Search page, the Material Plan Detail page appears automatically.

• Supply Planning, Solve Plan, Material, Review Material Plan Detail

Review a time-phased view of the supply and demand for an item within a planning instance.

Start Date and End Date

Specify the specific range of dates for an item. The system returns only the demand and supply within the specified range. The start date default is the current date. The end date default is the planning instance end date.

You can specify different start and end date combinations to review the material detail information for any given time period.

Include Closed/Canceled Orders

Include orders that have been canceled or closed. Use this option to display closed or canceled orders in the time-phased list. Closed and canceled orders do not impact the inventory position, as the system includes these quantities as either supply or demand.

Include Planned Orders

Include planned orders to review a projected time-phased view of the item, based on existing orders and quantity on hand only. The default value for this field includes planned orders.

Planning Instance

Not available for entry on this page. Specify a planning instance on the Material Plan Detail Search page.

Business Unit

Select a business unit associated with the planning instance. If you change the business unit, click the Refresh button to re-display the material plan details.

Item ID

Select an item ID associated with the planning instance. If you change the item ID, click the Refresh button to re-display the material plan details.

Configuration Code

Select a configuration code associated with the planning instance. If you change the configuration code, click the Refresh button to re-display the material plan details.

Inventory Quantity On Hand

Represents the on-hand quantity of the item on the start date of the planning instance.

Safety Stock

If the system selects this field, safety stock definitions exist for the item.

Review Item

Click to access the Refine Plan - Items component, where you can review stocking periods, item attributes, forecast, quantity on hand breakdown, and modify setup parameters to resolve planning constraints.

Start Date and End Date

Specify the specific range of dates for an item.

Include Closed/Canceled Orders

Include canceled or closed orders in the order details list.

Include Planned Orders

Exclude planned orders to review a projected time-phased view of the item, based on existing orders and quantity on hand only. The default value for this field includes planned orders.

Refresh

Click to refresh the current order details list based on any changes that you make in the item details section or in the display options sections of this page.

Next In List

Click to refresh the details in the Order Detail grid with the next item in the item list. The item list—the list of items that meet the specified criteria—appears in the Item List group box on the Material Plan Detail Search page and is sorted by item, inventory business unit.

Previous In List

Click to refresh the details in the Order Detail grid with the previous item in the item list. The item list—the list of items that meet the specified criteria—appears in the Item List group box on the Material Plan Detail Search page and is sorted by item, inventory business unit.

Add Extra Demand

Click to access the Refine Plan - Extra Demand page, where you can create simulated customer orders for point demands that are not forecasted (simulations may include new product introduction or extra usage demands for which you may have an unexpected lack of supply) and planning instance demands on inventory from other sources, such as spare parts planning, quality assurance demands, and shrinkage.

Add Production

Click to access the Refine Plan - Planned Production: Production page, where you can create a new production order for the associated item.

Add Purchase

Click to access the Refine Plan - Planned Purchase Orders page, where you can add a purchase order for the associated item.

Add Transfer

Click to access the Refine Plan - Planned Transfer page, where you can create new transfer orders for the associated item.

Planning Due Date/Time

The date and time when the demand needs to be fulfilled or when the supply is to be in inventory based upon the current schedule within the planning instance. For the Starting Balance row, define this value in the Start Date field in the Display Options group box.

Order Type

Provides a short description of the type of transaction that impacts the balance for the item. The order type of Starting Balance represents the netted value of quantity on hand against any demands or supplies that exist prior to the specified start date for the corresponding material plan detail.

Order

Displays the order number. For example, depending on the order type, this field might display a sales order number, contract ID, buying agreement number, or the sequence number for a new planned order or extra demand.

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. The system updates the material plan detail with the changes that you make on the Refine Plan Details pages when you return to the order list.

Line

Designates the corresponding line, schedule, demand line, and distribution line for the order. For production and planned production component requirement transactions, the line number field contains the operation sequence from the order where the material is used.

Show Demand (icon)

Click to access the Show Demand page, where you can review a time-phased pegging of the transaction to higher-level demands filled by a supply.

Show Supply (icon)

Click to access the Show Supply page, where you can review a time-phased pegging of the transaction to lower-level supplies required to fulfill a demand.

Demand Quantity

Displays the outstanding demand for the order. In the Starting On Balance row, the system displays the outstanding demand prior to the start date.

Supply Quantity

Displays the outstanding supply for the order. In the Starting Balance row, the system displays the outstanding supply prior to the start date, plus the quantity on hand.

Balance

Displays the inventory position based on the supply and demand quantities on the corresponding row.

Order Status

Displays the status of the corresponding order.

• For production IDs or production schedules supply order status values include: Planned, Entered, Firmed, Released, and In Process. For purchase orders and transfer orders, values include: Planned and Open.

• For forecasts, demand order status values include: Open. For production IDs or production schedules, values include: Planned, Entered, Firmed, Released, and In Process. For sales orders, material stock requests, and buying agreements, values include: Open. For transfer orders, values include: Planned, Open, Picked,In Transit, and Received.

Reference

Displays additional information about the corresponding order type. For customer orders—sales orders, buying agreements, and quotes—the reference displays the ship-to customer name. For transfers, the reference displays the source business unit for transfers providing supply, and the destination business unit for transfers placing demand on the corresponding business unit and item combination. For production orders, the reference displays the assembly item for the production transaction. For purchases, the reference displays the vendor name and vendor location.

Frozen

The system populates this field when the order or operation is frozen, indicating that the system cannot move the order automatically.

Priority Rank

Identifies the priority assigned to the top-level independent demand, determined by the demand priority rules. Define priority rules on the Demand Priority Rules page.

See Setting Up Demand Priority Rules.

Planning Start Date/Time

Designates the current planned production start, the purchase release, transfer ship date, and time for PeopleSoft Supply orders.

Original Due Date/Time

Displays the due date and time from the transaction system prior to any reschedules.

Original Start Date/Time

Displays the start date and time from the transaction system prior to any reschedules.

Buyer Workbench Search

PL_BWBENCH_SRCH

• Supply Planning, Solve Plan, Material, Buyer Workbench

• Supply Planning, Solve Plan, Material, Review Buyer Purchases

Define search criteria for generating a list of schedule groups and items. You can select the schedule group, group of items, or item for which you want to review buyer plans.

Buyer Workbench Summary

PL_WBENCH_SUMMARY

Select the check box for a group, an item or multiple items on the Buyer Workbench Search page and click the Generate Summary button to generate an aggregate summary for all of the items with the same unit of measure or vendor ID, or click any link in the Schedule Group or Item ID column to review the corresponding details.

Analyze the buyer plan for a schedule group, item, or group of items, maintain supply and demand, create new supply, and view capacity and flex for a vendor.

Buyer Workbench Drill Down Detail

PL_WB_MAT_DRILLDWN

Click any linked quantity for a row type and bucket on the Buyer Workbench Summary page.

Review all of the transactions for the corresponding bucket and row type. From this detail page, you can drill into the Refine Plan pages for each order to make specific changes to an order.

Primary Buyer

(Optional) Include in the list only the purchase information for items assigned to the specific primary buyer.

Vendor SetID

(Optional) Include in the list only the purchase information for vendors whose setID matches a specific value.

Vendor ID

(Optional) Include in the list only the purchase information for vendors whose vendor ID matches a specific value.

Name

(Optional) Include in the list only the purchase information for vendors whose vendor name matches a specific value.

Location

(Optional) Include in the list only the purchase information for vendors whose vendor location matches a specific value.

Display Schedule Groups

Select to include schedule groups in the list.

Display Items/Vendors

Select to include item and vendor combinations in the list.

Purchase Items

Select to include items that you procure using PeopleSoft Purchasing.

Spot Buy

Select to include spot buy items that you procure using PeopleSoft Strategic Sourcing.

Schedule Item

Select to include schedule items that you procure using PeopleSoft Collaborative Supply Management.

Schedule Priority

Select a priority if you want to include schedule items with a specific priority. Values are High, Medium, and Low.

The schedule priority will only be enabled if you select the schedule item display option.

Capacity Violations

Select to include schedule groups and items with capacity violations.

Flex Violations

Select to include schedule groups and items with flex violations.

Pre-load Capacity/Flex data

Select to load capacity and flex data in the Buyer Workbench Summary page. If you select this check box, you do not need to click the Calculate Capacity/Flex box on the Buyer Workbench Summary page to view the capacity and flex data.

Maximum Quantity

The vendor capacity for the period.

Purchase Order Quantity

This column includes the PO schedule quantities for open and closed POs, and planned orders for the date range of the capacity bucket. If this quantity exceeds the Maximum Quantity, the system displays a red square.

Exceed Date

If there is a capacity violation, you can click the Calculate Date button to generate the exact date when the quantity exceeded the defined capacity quantity.

Due Date

If the period is defined as by day, then each day within the range is displayed in the grid separately.

Note. Only the days where there are quantities defined are displayed; days with a zero quantity are not displayed.

Start Date or End Date

If the period is defined as by range, then there will be one row in the grid with the entire range together.

Baseline Quantity

The quantity for the given day or range that was approved for the prior schedule.

Actual Quantity

The current actual quantity (planned orders and POs) for the given day or range. If this quantity exceeds the Baseline Quantity, the system displays a red square.

Over/Under Flex Quantity

This column displays the difference between the actual quantities and the baseline quantity ± Flex upside or downside quantity.

This value will be highlighted if the flex has been exceeded for a fixed or firmed range. This value indicates how far over or under the acceptable flex quantity the buyer is for that specific date. This value is 0 if the buyer is within the flex tolerance quantity. When violating flex on the downside, this value will be negative. This value is useful to indicate the quantity that needs to be adjusted to meet flex requirements.

Maximum Upside Quantity

This quantity is the total acceptable upside quantity for the day or fixed or firmed range (based on setup options). This quantity is calculated based on the baseline value + the % upside × the baseline value. This value is displayed independent of a violation and is useful to see the total maximum quantity that can be ordered.

Minimum Downside Quantity

This quantity is the total acceptable downside quantity for the day or fixed or firmed range (based on setup options). This quantity is calculated based on the baseline value − the % downside × the baseline value. This value is displayed independent of a violation and is useful to see the total minimum quantity that should be ordered.

Upside (Delta) Quantity

This column displays the delta acceptable upside quantity for the day or fixed or firmed range (based on setup options). This quantity is calculated based on the maximum quantities − actual quantities. This quantity is useful to determine if additional quantities can be ordered.

Downside (Delta) Quantity

This column displays the delta acceptable downside quantity for the day or fixed or firmed range (based on setup options). This quantity is calculated based on the actual quantities − minimum quantity. This quantity is useful to determine if fewer quantities can be ordered

Over/Under Baseline % (over/under baseline percentage)

This column displays the current over or under percentage based on actual versus baseline. For example, if the baseline quantity is 100, and actual quantity is 105, then the percentage is 5. This percentage is useful for the buyer to see how much flex is being utilized based on actuals.

When the actual quantities are equal to the baseline quantities, this value is zero.

Show Supply, Show Demand

SPL_SHOW_SUPPLY

Click the Show Supply or the Show Demand button on any page within PeopleSoft Supply Planning where you can review a specific order.

On the Show Demand page, view a list of orders that are to use the items supplied from the selected order. On the Show Supply page, view a list of orders, the outputs of which are to be used to satisfy the demands of the selected order.

Remaining Supply

Displays the outstanding remaining supply for the order.

Remaining Demand

Displays the outstanding remaining demand for the order.

Planning Due Date/Time

Displays the date and time that the demand needs to be fulfilled or the date and time that the supply is expected to be in inventory.

Return To

Click to return to the page from which you accessed the Show Supply or Show Demand page.

Single Level

Click this button to view only those orders that directly supply the current order or that are directly supplied by the current order.

Indented Multi-Level

Click to display all of the orders that contribute to material supply for the current order or all of the orders that are supplied directly or indirectly by the current order. The indented view is a depth-first view based on the bill of material and transfer structures that displays the time-phased netted supply or demand information between related orders where the supply of one item is used to satisfy the demand requirement of another order. Production and transfer orders create this linkage.

The system considers the current order to be at level 0. Levels increase for each step the order is removed from the current order.

When using the indented multilevel view, click the Expand All button to expand the entire view, or click the Collapse All button to collapse the entire view.

Top Level Only

When showing demand, click to display top level demand only, which includes forecasts, sales orders, buying agreements, quotes, extra demand, material stock requests, and item transfers to business units outside of the current planning instance.

Bottom Level Only

When showing supply, click to display bottom level supply only, which consolidates identical supply tasks into one supply task.

Reference

Displays additional information about the specific order. For production, it displays the item ID that is on the production header. For transfers, it displays the destination business unit (when using show demand). For purchases, it displays the vendor name and location.

Business Unit

Represents the business unit where the demand or supply occurs.

Item ID

On the Show Supply page, this code represents the item that is the output of this supply and required by the order on the previous level.

On the Show Demand page, this code represents the primary output item for production orders. For non-production orders, this code represents the demand item, which matches an item supplied by the previous order.

Required Quantity

Displays the total required quantity for this item, created by the order at the previous level.

Allocated to this Demand

Displays the allocated quantity from the supply that is to be used to satisfy the demand quantity. This field appears only when using show demand.

Demand Quantity

Displays the total demand quantity for the item. This field appears only when using show demand.

Demand Date/Time

Displays the date at which the required quantity is needed. This field appears only when using show demand.

Quantity From This Supply

Displays the allocated quantity from this supply that is to be used to satisfy the demand represented by the required quantity. This field appears only when using show supply.

Supply Quantity

Displays the total supply quantity for the item. This field appears only when using show supply.

Supply Date/Time

Displays the date at which the supply is available. This field appears only when using show supply.

Due Date

The actual date that the scheduled receipt is expected to be completed or received.

Order Number

It identifies the production ID, transfer order ID, purchase order, or planned transfer. In the case of planned orders, it displays the planning sequence number.

Order Quantity

The quantity remaining open on the scheduled receipt.

Order Type

It indicates whether the planning data is identified as a purchase order, production order, or transfer order.

Order Status

For production IDs or production schedules, values are:Planned, Entered, Firmed, Released, and In Process. For purchase orders, values are Planned and Open. For transfer orders, values are Planned, Open, Picked, Received, and In Transit.

Reference

For purchase orders, it displays the vendor ID. For transfer orders, it displays the source business unit.

Required Date

The ship date or final assembly start date.

Order Number

It identifies the customer sales order ID, material stock request ID, production ID, production schedule, or transfer order ID. In the case of a forecast, planned production, or planned transfer, this field is the planning sequence number.

Quantity

The quantity open for customer order, buying agreement, transfer order, or production order. In the case of a forecast, this is the forecast quantity.

Type

It indicates whether the planning data is identified as a customer sales order, buying agreement, production order, transfer order, material stock request, or forecast.

Status

The order status of demand. For forecasts, the value is Open. For production IDs or production schedules, values are: Planned, Entered, Firmed, Released, and In Process. For sales orders, MSRs, and buying agreements, values are Open. For transfer orders, values are: Planned, Open, Picked, Received and In Transit.

Reference

For forecasts, no value appears. For material stock requests, the customer ID appears, if one exists; otherwise, it displays the customer name, if available. For sales orders, the ship to customer ID appears. For production, the end item ID appears. For transfer orders, the destination business unit appears.

Planning Report

PL_PLANNING_REPORT

Supply Planning, Solve Plan, Reports, Planning Report

Define Planning report print options and filter criteria and generate a Planning report.

Template

Select a valid item-based display template. The system initially populates this field with a default value that you defined in the Default Display Template field on the User Preferences or Installation Options page for PeopleSoft Supply Planning.

Print Option

Specify the type of information that you want to print on the Planning report. Values are:

• Horizontal Report Only: Print all of the bucket information without row detail.

• Horizontal Report with Detail: Print all of the bucket information with supply and demand detail.

• Supply and Demand Detail: Print only row-by-row information to view the detail.

Daily Buckets, Weekly Buckets, and Monthly Buckets

Define the number of days, weeks, and months that you want to include in the report. The system initially populates this field with the value that you entered in the Default Number of Periods field on the Define Display Template page.

You can combine days, weeks, and months up to a maximum of 52 columns. Daily buckets always occur before weeks in the planning horizon and weeks occur before months. Weekly buckets run Sunday through Saturday. Monthly buckets are by calendar month. Each column date is the beginning date of the bucket. For example, suppose that you entered these values in these fields:

• Daily Buckets: 10

• Weekly Buckets: 12

• Monthly Buckets: 5

In this example, the system generates a report with the first 10 buckets as days, the next 12 as weeks, and the last 5 as months.

If you do not specify reporting buckets, only past due information prints.

Decimal Positions

Define the decimal precision that you want to include in quantity buckets.

Start Date Option and Offset/Date

Select a specific start date for the report or select an offset from the current date. If you select a specific date, enter the date in the adjacent field. If you select an offset, enter in the adjacent field, the number of offset days from the current date.

Include Closed/Cancel Orders

Select to include completed and canceled orders in the report. The system does not include these orders in the report totals.

Projected Inventory Turns

Select to include calculated projected inventory turns on the report. The projected inventory turns appears only when printing the Horizontal report.

Project inventory turns represent the number of times per year that the inventory turns, based on quantity: [(Total Demand / Weighted Average Planned On Hand) x (365 / total days in planning horizon)]

This value is quantity-based (rather than dollar-based).

Skip if No Detail

Select to eliminate reporting of items that do not have detailed information, including quantity on hand for the entire planning horizon. For example, suppose that an item in the planning instance did not have quantity on hand or any associated transactions, the Planning Report excludes the item from the report printout.

Do not select this option to print a page for each item, regardless of the details in the plan.

Source Code

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

• Make and Buy: Include items that you manufacture and purchase.

• Make: Include only items that you manufacture.

• Buy: Include only items that you purchase.

Sort Sequence

Define the order that filter criteria appears on the Planning report when multiple items appear on the report. Lower numbers have higher sorting priority.

Subtotal

Select to display subtotals for item criteria. To print subtotals on the report, specify a sort sequence for that criterion.