Review Business Units

PL_BU

Supply Planning, Refine Plan, Definitions, Review Business Units

Review all of the inventory business units associated with a planning instance.

Calendars

PL_SHIFT_CAL

Supply Planning, Refine Plan, Definitions, Calendars

Maintain manufacturing, shipping, and receiving calendars. Manufacturing calendars display the times that the business unit or work centers are available for production. Shipping and receiving calendars display times that the business unit is open to ship or receive inventory. For a specific calendar, you can navigate to a specific day to view the valid times for the day on the Daily Calendar page.

Daily Calendar

PL_DAILY_CAL

Click the date on any calendar from the Review Business Unit Calendars or the date from the Calendars page to display the daily calendar.

Change, add, and delete manufacturing, receiving, and shipping calendar times.

Note. Changing calendar times does not automatically reschedule supply or demand.

Items

PL_BU_ITEMS_HDR

Supply Planning, Refine Plan, Definitions, Items

Maintain general item information for an item in a planning instance.

Items - Attributes

PL_BU_ITEMS_ATTR

Supply Planning, Refine Plan, Definitions, Items

Review item attribute information for an item in a planning instance.

Items - Forecast

PL_BU_ITEMS_FCST

Supply Planning, Refine Plan, Definitions, Items

Maintain item forecast information for an item in a planning instance.

Items - Quantity On Hand

PL_BU_ITEMS_QOH

Supply Planning, Refine Plan, Definitions, Items

Maintain an item's quantity on-hand information in a planning instance.

Items - Stocking Periods

PL_SAFETY_STK

Supply Planning, Refine Plan, Definitions, Items

Maintain an item's stocking period information in a planning instance.

Primary

Select to indicate that the associated business unit is defined in the business unit group.

The Load Planning Instance process includes business units needed for transfer order relationships that are not specifically defined in the business unit group. The Load Planning Instance process does not load items for non-primary business units into the planning instance.

Reverse Quarantine Quantity

Select to indicate that on-hold quantities are considered part of the quantity on hand.

Always Open for Shipping

Select to indicate that no closure calendars exist for shipping and the business unit can ship on all of the days and at all times. PeopleSoft Supply Planning does not create a corresponding shipping calendar in the planning instance when you select this option.

Available Inventory Balances

Select to indicate that the planning instance includes inventory balances from the transaction system.

If this option is not selected, the system sets all of the quantity on-hand values in the planning instance for the item and business unit combination to zero.

Always Open for Receiving

Select to indicate that no closure calendars exist for receiving and that the business unit can receive on all of the days and at all times. When you select this option, PeopleSoft Supply Planning does not create a corresponding receiving calendar in the planning instance.

Manufacturing Business Unit

If selected, indicates that the associated business unit is used for production.

Calendar Code

Displays the manufacturing calendar for the business unit

Round Component Demand

Select to round the component demand when generating planned orders.

BOM Explosion Date

Indicates whether the production components added to an order are based on the production start or end date.

Allow Substitution

Select to indicate that the solvers can fulfill the production component demand of an item with the available supply of a defined substitute.

Create Substitute Supply

Select to indicate that the solvers can create new supply for substitute components to resolve constraints. If you do not select this option, the substitute algorithm can use on-hand quantities only.

This option is available only when you select Allow Substitution for the business unit.

Check Substitute First

Select to indicate that the solvers can attempt to use substitute components before using alternate sourcing options. If you do not select this option, the solver checks alternate sourcing options before using substitutes to resolve a constraint failure.

This option is available only when you select Allow Substitution for the business unit.

Always Open for Shipping

Select to indicate that no closure calendars exist for shipping, and the business unit can ship on all of the days and at all times. PeopleSoft Supply Planning does not create a corresponding shipping calendar in the planning instance when you select this option.

Always Open for Receiving

Select to indicate that no closure calendars exist for receiving and that the business unit can receive on all of the days and at all times. When you select this option, PeopleSoft Supply Planning does not create a corresponding receiving calendar in the planning instance.

Item Early Fence Date

Enter a value that falls between the planning instance start and end dates. This field is required.

Planned By

Displays the planned-by value defined in the transaction system item definition.

Standard UOM (standard unit of measure)

Displays the item's standard UOM defined in the transaction system. The system displays all of the quantities in PeopleSoft Supply Planning in the item's standard UOM.

Fixed Period (days)

Displays the number of days that the system looks ahead for demand when determining the amount of supply covered by an order.

Low Level Code

A number that identifies the lowest level in the supply chain at which a particular item appears. The system does not calculate net requirements for a given item until all of the gross requirements have been calculated down to that level. The system assigns a low level code of -1 to indicate that the low-level code has not been calculated and -999 to indicate the low-level coder could not be calculated. You can calculate low-level codes when running the solvers.

Planning Item Precision

Represents the decimal precision for quantities in the standard UOM.

Reference Routing Item

Displays the item whose production routing the system uses when generating new planned production.

Average Order Quantity

Displays the average order quantity defined in the transaction system, often represented by the batch or lot size used to supply the item. The Enterprise solver uses this value to calculate average lead times when evaluating new production.

Inventory Item

Select to indicate that this item is a finished good, a component of a manufactured assembly, a subassembly, buildable inventory, a purchased component, or a raw material.

Phantom Item

Select to indicate that the associated item is a phantom item. The system uses these items to drive demand straight through the phantom to the BOM components, which eventually become inventory items. Phantom items can have quantity on hand and individual transactions for supply and demand.

Phase-Out

Select to indicate that the item is being discontinued. The system displays a discontinuation date when you select this option. It plans no further supply for an item beyond this date.

Lot for Lot

Select to indicate that the item has no order modifiers. Solvers attempt pegging and quantity matching between demands and supplies when you select this option.

Configuration Code Generation

Select to indicate that the item is tracked using individual configuration codes. Balances and individual supply and demand display specific configuration codes.

Rounding Rule

Displays the rounding method that the system applies to calculations not involving yield.

Buyer

Displays the primary buyer for the item. The system uses this default hierarchy when selecting a value:

• Item business unit.

• Item purchase attribute.

• Item category.

• PO loader defaults.

Demand Fence Date

A time fence before which the forecast demand for the item is not considered (or consumed) by the planning engine. Any value that you enter must fall between the planning instance start and end dates. This is a required field.

Solvers consider only actual orders as demand before this fence.

Forecast Fulfillment Size

Displays the standard quantity used to break large forecast demand into smaller forecast tasks. When the forecast demand of a planning period cannot be met completely, the planning engine determines which smaller forecast tasks can be delayed or canceled, thereby satisfying part of the forecast demand while maintaining plan feasibility. If you do not define this value (or use the default value 0), the system creates a single forecast task for the forecast demand of the item in that planning period.

Forecast 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 various independent demands, which include forecast demand. The priority 0 is reserved for the system.

Note. You cannot enter the value 0 in the Forecast Priority Rank field.

Forecast Adjustment Action

Displays the adjustment method used by forecast consumption when allocating forecasts from larger periods (typically, forecasts from PeopleSoft Demand Planning) to smaller periods (typically, planning periods used in PeopleSoft Supply Planning). The system uses No Adjustment as the default value.

Weight Profile

Displays the PeopleSoft Demand Planning weight profile that the system uses to convert the forecast periods in PeopleSoft Demand Planning into daily intervals for establishing the forecast buckets in PeopleSoft Supply Planning. The Load Planning Instance process will assign a default weight profile if Demand Planning is not used or a weight profile is not defined in Demand Planning.

Explode Demand for Consumption

Select to indicate that the system explodes sales order demand or transfer demand through lower levels for the item for forecast consumption.

Aggregate Demand

Select to identify the item as representing a group of items for forecast consumption. For an aggregate demand item, you establish aggregate demand children. The forecast for the aggregate demand children is rolled up to one demand total for the aggregate demand item. Forecast consumption is then performed at the aggregate-item level rather than at the individual-item level. You can identify both planning items and inventory items as aggregate demand items.

Forecast Consumption Method

Identify which demands are included in forecast consumption.

Base Currency

Displays the currency of the planning instance. Define the base currency of a planning instance on the Load Planning Instance - General page.

Unit Cost

Displays an item's primary ledger unit cost converted into the base currency of the planning instance.

Quantity on Hand Date/Time

Displays the date and time at which the quantity fields were populated during the Load Planning Instance process.

Quantity Available

The business unit's quantity available, which represents a subset of the quantity on hand, reflecting the total item quantity that can be used to fulfill demand. If soft reservations processing is in effect for the item, the Quantity Available field contains the total item quantity that can be reserved for orders by the Material Reservations process (INPLDMND), or through the Material Stock Reservations component. If soft reservations processing is not in effect, this field reflects the total item quantity you can include on push picking plans or confirmed as picked by the Picking Confirmation process (INPBCONF). Once quantity is soft reserved for the business unit or allocated from a specific storage location, the quantity available for the business unit is decreased and the quantity reserved is increased.

Quantity Reserved

If soft reservations processing is selected, this field represents the total item quantity reserved or hard allocated for all demand lines within the business unit that have not yet been depleted. If soft reservations is not selected, this field represents the total quantity allocated from specific storage locations for all demand lines in the business unit that have been confirmed but not yet depleted. The Quantity Reserved field value also includes nettable, available WIP quantity, regardless of whether soft reservation processing is in effect.

Staged Interface Quantity

Displays the quantity received, but not staged for putaway in inventory.

Staged Item Quantity

Displays the quantity staged but not putaway.

Quarantine Quantity

Displays the quantities in storage areas that are on hold or restricted. The Load Planning Instance process populates this value only if the you selected the Reverse Quarantine Quantity option for the business unit.

Shipped Not Depleted Quantity

Displays the quantity which has been recorded as shipped but has not been physically depleted from the item's inventory balance.

Inventory Quantity On Hand

Displays the sum of the quantity available, the quantity reserved, the staged interface quantity, the staged item quantity, and the quarantine quantity, minus the shipped not depleted quantity.

Overridden

Select to indicate that the quantity on hand was manually overridden in the planning instance.

Reset

If you change the inventory quantity on hand, click to reset the quantity on hand to its original value.

Projected Useup Quantity On Hand

Displays a phase-out item's remaining quantity on hand at the useup date.

Note. This option is only available if the item has an affiliated phase-out attribute.

Start Date and End Date

Defines the period for which the corresponding safety and excess stock information are established in PeopleSoft Supply Planning.

Safety Limit

Displays the minimum quantity on hand you want to maintain to satisfy unexpected requirements.

Excess Limit

Displays the maximum quantity on hand you want to maintain to satisfy unexpected requirements. Any value that you enter in this field must be greater than the value defined in the Safety Limit field.

Maximum Order Quantity

Displays the maximum quantity when creating new planned supplies.

Minimum Order Quantity

Displays the minimum quantity when creating new planned supplies.

Order Multiple

Displays the incremental quantity when creating new planned supplies.

Review Sourcing Templates

PL_SRC_TMPL_INF

Supply Planning, Refine Plan, Review Sourcing Information, Sourcing Templates

Review an item's sourcing template, including sourcing priorities and defaults.

Review Business Unit Transfer Options

PL_TRANS_BU_OPT

Supply Planning, Refine Plan, Review Sourcing Information, Unit Transfer Options

Review default transfer attributes for ship via methods defined between source and destination business units, including transfer lead times and preferred order quantities.

Review Item Transfer Options

PL_TRANS_IT_OPT

Supply Planning, Refine Plan, Review Sourcing Information, Item Transfer Options

Review item-specific transfer attributes for ship via methods defined between source and destination business units, including transfer lead times and preferred order quantities.

Review Production Options

PL_PRODUCTION_OPT

Supply Planning, Refine Plan, Review Sourcing Information, Production Options

Review an item's production option (combination of BOM and routing), and its associated details.

Review Purchase Options

PL_PURCHASE_OPT

Supply Planning, Refine Plan, Review Sourcing Information, Purchase Options

Review an item's purchase option definition and associated details, such as buyer, vendor setID, vendor ID, and vendor location.

Default

The system uses a default option to source demand when the planning engine cannot select other sourcing options because of capacity or material shortages. The Material solver uses the default option only when generating planned supply. Define at least one sourcing option as the default.

Priority

Displays the sourcing priority and sequence used by the Material and Capacity Feasible and Enterprise solvers.

Option Type

Displays whether the demand is supplied by a production order, purchase order, or by a transfer order.

Minimum Quantity

When specified, identifies a minimum individual demand quantity that must be met before considering the related sourcing option. If the demand is greater than or equal to the minimum quantity specified, the system uses the sourcing option to generate the necessary supply. If the demand quantity is less than the minimum, the system does not consider the sourcing option a valid sourcing option.

Maximum Quantity

When specified, identifies a maximum individual demand quantity that is to be considered for the related sourcing option. If the demand quantity is less than or equal to the maximum quantity specified, the system uses the sourcing option to generate the necessary supply. If the demand quantity is greater than the maximum, the system does not consider the sourcing option a valid sourcing option.

BOM(bill of material)

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

Routing

Displays the routing identifier for the production option in the template. This column is empty if you are not using routings.

Associated Primary BOM(associated primary bill of material)

For all of the secondary co-products, displays the primary co-product for which the BOM or routing exists.

When an item is a co-product on multiple primary BOMs, then one of the primary co-products must be assigned as an associated primary BOM. The system uses the production option for the associated primary to generate supply for the secondary co-products.

Vendor SetID

Displays the setID under which you define the vendor and purchasing information.

Vendor ID

Displays the vendor ID for the purchase option.

Vendor Name

Displays the vendor name for the vendor ID on the purchase option.

Vendor Location

Displays the vendor location used to create the purchase option.

Buyer

Displays the buyer ID associated with the purchase option vendor. Solvers assign this buyer when creating new planned purchases. If this buyer is blank, the solver assigns the primary buyer associated with the item.

Source BU (source business unit)

Displays the business unit that supplies the item.

Ship Via

Displays the method used for shipping the item.

Ship Via Code

Displays the method shipping the item.

Intransit Days

Displays the number of days required to transport completed units from one operation to the next.

Intransit Hours

Displays the number of hours required to transport completed units from one operation to the next.

Transfer Yield

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

Production Type

Production options in PeopleSoft Supply Planning are always defined asProduction. Rework and teardown production orders are visible to PeopleSoft Supply Planning but you cannot create new production of these types.

BOM Code

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

BOM Quantity

Displays the BOM quantity used for scaling component QPA's for single output BOMs or the expected batch quantity expected for multiple output BOMs.

Routing Code

Displays the routing identifier for the production option in the template. If the corresponding item uses lead time instead of production routings, the system does not populate this field with a value.

Fixed Lead Time

Displays the item's fixed lead time when generating planned orders without routings.

Variable Lead Time

Displays an item's variable lead time when generating planned orders without routings.

Use Lead Time

If selected, the associated item uses the fixed or variable lead times (instead of production routings) to schedule start and due dates for production.

Expected Yield % (expected yield percentage)

Displays the expected cumulative yield for the production order. PeopleSoft Supply Planning uses yield to inflate the starting quantity of production to account for loss that occurs during the manufacturing process.

Effectivity Dates

Displays the effectivity dates of the production option if the item is production option-controlled.

Lead Time Days

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

Purchase Yield

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

BOM Type

Only production BOM types defined are visible in PeopleSoft Supply Planning. Rework and teardown BOM types are not used to create new supply.

BOM Quantity

When BOMs contain a single item output, the BOM quantity acts as a scaling device that enables you to enter a product structure when the end item's specifications are in a base greater than 1 unit.

When BOMs contain multiple outputs, if a primary item and co-products are specified as output items on the BOM, the BOM quantity represents the expected batch quantity for the order. Typically, this quantity matches the primary item's average order quantity.

Effective Date and Obsolete Date

Displays the effective and obsolete dates for the components on a BOM.

Operation Sequence

Indicates where in the manufacturing process you need the component. The operation sequence refers to an operation on the assembly item's routing. The default operation sequence is 0, which is the first operation of the manufacturing process.

Define operation sequence on the item's routing by using the Routing Definition Summary page. If you set the operation sequence for all of the items to 0, the system assumes that all of the component items are needed at the beginning of production and therefore need to be issued at the start of the first operation.

Routing Type

Only those routing types defined as production types are visible to PeopleSoft Supply Planning.

See Structuring Routings.

Routing Code

Displays the routing identifier for the production option in the template. If the corresponding item uses lead time instead of production routings, the system does not populate this field with a value.

The system reserves a routing code of 1 for an item's primary production routing and uses it as the default routing for planning and costing (in PeopleSoft Supply Planning, PeopleSoft Cost Management and PeopleSoft Production Management) including production conversion cost calculations.

Expected Yield

Displays the cumulative expected yield for the entire order. PeopleSoft Supply Planning stores this value at the production header level.

Subcontracted

Select to indicate that the task is a subcontracted operation.

Work Center

The work center associated with the corresponding operation. Click the work center ID to access the Work Center page, where you can review and maintain work center details associated with the planning instance.

Work Centers

PL_WORK_CENTER

Supply Planning, Refine Plan, Manufacturing, Work Centers

Review and maintain work center information included in the associated planning instance.

Review Bills of Material - Components

PL_BOM_COMP

Supply Planning, Refine Plan, Manufacturing, Review Bills of Material

Review general information about BOMs and their components.

Review Bills of Material - Outputs

PL_BOM_OUTPUT

Supply Planning, Refine Plan, Manufacturing, Review Bills of Material

Review general information about BOMs and their outputs.

Review Bills of Material - Substitutes

PL_BOM_SUBSTITUTE

Supply Planning, Refine Plan, Manufacturing, Review Bills of Material

Review general information about BOMs and their substitutes.

Review Routings - Routings

PL_RTG

Supply Planning, Refine Plan, Manufacturing, Review Routings

Review routing production information.

Review Routings - Resources

PL_RTG_RESRC

Supply Planning, Refine Plan, Manufacturing, Review Routings

Review routing resource information.

Review Routings - Scheduling

PL_RTG_SCHED

Supply Planning, Refine Plan, Manufacturing, Review Routings

Review routing scheduling information.

Review Routings - Times

PL_RTG_TIME

Supply Planning, Refine Plan, Manufacturing, Review Routings

Review routing time information.

Resource Name

Displays the code and description of a specific work center.

Resource Class

Indicates whether you have defined the work center as an aggregate resource by time or an aggregate resource by unit.

• Time: You can plan for all of the resources based on the amount of time available in the time bucket that you select.

• Unit:You can plan for all of the resources based on the number of units the resources can produce in a time bucket.

Bucket Size

Displays the summation period over which you are aggregating capacity. Monthly buckets start on the first of the month and weekly buckets start on a Sunday.

Allocation Strategy

Displays the method that you use to spread the time and unit capacities when the operation crosses multiple buckets. Values are Start, Finish, and Proportion. For example, suppose that a task is stretched across two or more buckets, you might place the task capacity in its entirety in the first bucket, the last bucket, or spread the task capacity proportionally across all of the buckets.

Note. Work center types that you define as By Time can use the Proportion allocation strategy only.

Availability % (availability percentage)

Displays the percentage of the total capacity time that the resource is available for use. The percentage might include scheduled maintenance or a buffer for unexpected repairs. The availability percentage is used to factor the available capacity for the entire planning horizon.

Calendar Code

Displays the run time calendar for the work center. You can associate a calendar code with the work center. If you use a production calendar, as opposed to a five-day work week definition, define at least one calendar code and the associated calendar on the Calendar Code Definition page.

Ignore Violations

Select this option to enable a solver to report over-capacity work centers, but not repair them during the capacity phases during the solver process.

You can select this option for noncritical work centers to enable the solvers to ignore these work centers and focus on critical work centers for capacity repair.

Average Daily Hours

Displays the average number of hours that the work center is in operation each day. This field determines the operation's setup, fixed run, run rates, and post production times in hours, when the time unit for an operation is expressed in days for planning and costing purposes.

For example, suppose that you set the run rate for an operation to 100 units per day and the work center's average daily hours to 8 hours, the system converts this to 100 units per 8 hours.

Effective Date and Multiplier/Units

The system uses these fields to determine the available capacity on a work center. Using effective dates, you can vary the work center's available capacity over time.

If you define the work center as an aggregate resource by time, the system uses the capacity multiplier to represent the number of identical work centers that exist for scheduling purposes. For example, suppose that you define a work center as an aggregate resource by time with weekly buckets, and it has a capacity multiplier of 2, with an effective date of March 5, 2002. Beginning on March 5, 2002, PeopleSoft Supply Planning views this aggregate resource as two identical work centers that it can use simultaneously for jobs. If the work center has 40 hours of available calendar time in a weekly bucket, then the available capacity for the bucket, based on a capacity multiplier of 2, is 80 hours total. PeopleSoft Supply Planning uses this capacity multiplier to determine the work center's available capacity until the next capacity multiplier becomes effective.

If you define the work center as an aggregate resource by unit, the system uses the capacity units to represent the number of units that can be produced on that work center in an entire bucket (assuming a 24 hours per day, 7 days per week calendar during the entire bucket). For example, suppose that you define a work center as an aggregate resource by unit with weekly buckets. This resource has capacity units of 100 with an effective date of April 10, 2002. Beginning on April 10, 2002, PeopleSoft Supply Planning views this work center as being capable of producing 100 units per week, based on a 24-hour per day, 7 days per week calendar. The actual available capacity on this work center is then calculated by factoring in the actual production calendar during each weekly bucket. If the work center has 40 hours of available calendar time in a weekly bucket, then the available capacity for the bucket, based on a capacity unit of 100, would be (100 units * 40 hours per week) / (24 hours per day * 7 days per week) = 24 units. PeopleSoft Supply Planning uses these capacity units to determine the work center's available capacity until the next capacity multiplier becomes effective.

Yield

Displays the expected percentage of usable components in a batch of components issued to production. A 100 percent yield assumes that the entire quantity of the component is usable and none are to be scrapped. The system considers component yield in the PeopleSoft Supply Planning to inflate component requirements to account for the expected loss during the assembly process. When scheduling the number of components to be used in production, the system divides the required quantity by the component yield value to derive the scheduled quantity. For example, suppose that an assembly has a demand of 100 units and the quantity per assembly is 1 with a component yield of 90 percent, then planning requires 111 components (100/.90). If the expected 10 percent yield loss occurs, 11 components (111x.10) are unusable, leaving you with the original required 100 components. When calculating the cost of the assembly, the system includes the component yield loss, thereby increasing the cost contribution of the component.

Substitutes Exist

Indicates whether you have defined substitutes on the BOM for this component item. You can review substitute information on the Substitutes tab.

Output Type

Displays the type of output associated with the BOM. Output types include Primary, Co-product, Recycle, Teardown, and Waste.

• If you have only one output on this BOM, then it's the primary output.

• A co-product is an item that is produced as part of the manufacturing process along with the primary output. It shares the cost of the process, and there may be independent demand in PeopleSoft Supply Planning for this item. Orange juice and orange concentrate are examples of co-products.

• A by-product can be a waste product that needs to be disposed of or a recycle by-product that can be used as an input to other processes. The by-product is incidental to the process and has a relief (negative) cost for recycle by-products or a disposal (positive) cost for waste by-products. Waste by-products might not have cost associated with them. Usually, there is no independent demand for by-products. Orange pulp is an example of a recycled by-product.

Priority

Displays the substitute item's priority relative to other substitute options. The planning engine considers substitute items with the highest priority (the lowest number) first.

Substitute Item ID

Displays the unique substitute item for the item. When you define substitutes for items on the Manufacturing BOMs - Components: Substitutes page, PeopleSoft Supply Planning automatically selects these substitutes when the quantity on hand for discontinued items run out. If you do not define substitutes for items designated as discontinued, a shortage of that item might occur if demand exceeds the existing quantity on hand.

See Maintaining BOMs.

From Date and To Date

Displays the start and end date to indicate when the substitution is valid.

Rate

Indicates the quantity of the substitute item required to replace the original item in the item's standard UOM. The conversion rate can be different at the setID, business unit, and BOM levels.

Continuous Scheduling

Select to complete the corresponding operation in a single run of continuous valid calendar time, with no down time.

Ignore Capacity

Select to prevent solvers from checking the corresponding operation for capacity violations.

Operation Yield % (operation yield percentage)

Displays a percentage of the quantity of goods expected to make it through the operation.

In many manufacturing processes, parent items (subassemblies, primary items, or final assemblies) are lost during manufacturing. This loss manifests itself as assembly scrap, which can be due to breakage, poor quality, or nonconformance to specifications. Use operation yield percentage to incorporate expected loss into the cost of the usable end items. Additionally, PeopleSoft Supply Planning can use the process yield to increment the demand by calculating the additional resources necessary to meet the scheduled quantity with the anticipated yield loss.

Crew Size

Displays the number of people in a given crew for the operation

Machine Resources

Displays the number of machines used at the operation.

Resource Type

Displays the type of resource used. Valid resources are primary or alternate machine, crew, or tool.

Crew/Machine/Tool

Displays the machine, crew, or tool code, as well as the description.

Status

Displays the availability of a resource for this work center.

Quantity Used

Displays the number of tools used at the operation. This option applies to tools only.

Priority

Displays the relative priority between alternate resources. The lowest number represents the highest priority.

Intensity

This value appears by default from the task and determines the basis of the scheduling. Values are:

Labor Time: The start and due date of the operation can be based on the operation's labor time (labor intensive).

Machine Time: The start and due date of the operation can be based on the operation's machine time (machine intensive).

Longest: The start and due date can be based on the longest of the two times, evaluated for each time type in the operation.

For example, suppose that labor setup is 7 minutes, machine setup is 10 minutes, labor run is 20 minutes, machine run is 25 minutes, labor fixed run is 11 minutes, and machine fixed run is 7 minutes, the total operation time would be machine setup (10) + machine run (25) + labor fixed run (11) = 36 minutes.

Cumulative: The start and due date can also be based on the sum of the machine and labor time.

Method of Operation Overlap

Indicates whether a subsequent operation can begin prior to the completion of the prior operation. Values are:

• No Overlap: The subsequent operation does not overlap.

• Percentage: The subsequent operation overlaps by a percentage of elapsed run time completed. If this value appears, the Overlap % (overlap percentage) field appears.

• Send Ahead: The subsequent operation begins when a specified number of units are accumulated or finished. If this value appears, the Send Ahead field appears.

Operation Time

Use in conjunction with the time unit, defines the amount of time to complete one unit.

Time Unit

Displays the unit of time for the corresponding operation time. For example, suppose that 5 is the value that appears in the Operation Time field and Days is the value that appears in the Time Unit field. Then the operation completes one unit every five days. The system determines the number of hours in a day by the work center's average daily hours, defined on the Work Center Definition page.

See Structuring Routings.

Operation Rate

Use in conjunction with the rate unit. Defines the rate at which operations are completed.

Rate Unit

Displays the unit of time for the corresponding operation rate. For example, suppose that 3 is the value that appears in the Operation Rate field, and Units/Day is the value that appears in the Rate Unit field. The operation completes three units every day.

Include Setup

Select to indicate that the system considers setup in the operation lead time calculation. If you elected to include setup, the setup time is factored into the task or operation's lead time. The system always considers setup in the lead time calculation of the first operation, if setup is specified, regardless of the check box setting. This option applies only to Planning Labor Setup and Planning Machine Setup operation types.

If this option is not selected, setup can begin prior to any production units arriving at the work center. The system assumes that setup can occur at any time after the start of production and does not include it as part of the item's lead time, except at the first operation.

Review Planning BOMs

PL_PLN_BOM_COMP

Supply Planning, Refine Plan, Forecasting, Review Planning BOMs

Review at a summary level all of the components that comprise a planning BOM for a group of assembly items or product families in a specific business unit.

Review Aggregate Demand Items

PL_AGG_DMD

Supply Planning, Refine Plan, Forecasting, Review Aggregate Demand Items

Review the relationships between BOMs and aggregate items.

Review Demand Calendar Weights

PL_DMD_WGHTS

Supply Planning, Refine Plan, Forecasting, Review Demand Calendar Weights

Review the calendar attributes that determine the importance placed on the demand for a specific period.

Actual Forecasts

PL_FCST_UNC

Supply Planning, Refine Plan, Forecasting, Actual Forecasts

Review original forecast information from PeopleSoft Demand Planning (including items, quantities, and time buckets for comparison against actual demand), delete existing forecasts, and add new forecasts.

Net Forecast

PL_FCST_DMD

Supply Planning, Refine Plan, Forecasting, Net Forecasts

Update forecast net forecast parameters such as forecast date, frozen flag, and demand priority.

BOM Quantity

BOM quantities enable you to enter product structures when the end item's specifications are in a base greater than one unit.

Effective Date and Obsolete Date

Displays the effective and obsolete dates for the components on the planning BOM. The system explodes to components only those forecasts that are in effect during this date range.

Percentage Multiplier

Displays the percentage to increase or decrease all of the forecast quantities that appear in the forecast schedule. Percentage multipliers greater than 100 increase the forecast quantities; percentage multipliers less than 100 decrease the forecast quantities.

Calculate

Click to apply the percentage multiplier. All of the forecast rows in the forecast schedule are impacted by the calculation.

Start Date/Time and End Date/Time

Displays the starting and ending dates that represent the period which the forecast quantity applies. For example, PeopleSoft Demand Planning might generate forecasts in monthly buckets. In this case, the start and end dates represent the start and end of the month for which the forecast quantity applies. The system uses the demand calendar weights to translate the actual forecast period information into the PeopleSoft Supply Planning forecast buckets.

Forecasted Quantity

This value represents the unconsumed total forecast for the corresponding period from PeopleSoft Demand Planning or PeopleSoft Inventory. This field is required.

Family Forecast

Select to indicate that the forecast was allocated to the item as a result of a planning BOM or aggregate demand relationship.

Forecast Date/Time

Displays the current date PeopleSoft Supply Planning intends to fulfill the outstanding forecast demand.

Original Date/Time

Displays the date that the forecast consumption process intended the outstanding forecast demand be fulfilled.

Forecasted Quantity

Displays the portion of the net forecast quantity for the date specified.

Frozen

Select to change the status of the forecast to frozen; the solvers do not delay or cancel net forecast quantities that have been frozen.

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 various independent demands, which include forecast demand. The priority 0 is reserved for the system.

Note. You cannot enter the value 0 in the Forecast Priority Rank field.

Include Quantity

Select to include the forecast in all of the planning functions. The system populates this field by default.

This option enables you to load a forecast in PeopleSoft Supply Planning and ignore the forecast during simulations. If you do not include the forecast quantity, the forecast appears on the net forecast maintenance page only; the forecast quantity does not appear on workbenches or reports and is ignored by solvers.

Cancel

Select and click the Save button to cancel the forecast.

Approved

Select to approve an order manually. The system sends the order back to the transaction system as an approved order, and bypasses the approval logic in the Post Updates process.

Backorder Base

Represents the portion of the quantity requested base that could not be fulfilled with the business unit's current quantity available for the item. The value is recorded in the standard UOM.

Configuration Code

If the item is a configured item, the unique identifier appears.

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 easily identify the options for a configured item. 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.

Consume Forecast

Select to consider demand when running the Forecast Consumption process.

Demand Line

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

If an order line can be fulfilled with the available on-hand quantity in the business unit, it is assigned one demand line (line number 1), requesting the total quantity required to fulfill the order line. If the order line cannot be fulfilled 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).

Demand Source

Displays the source of the independent demand.

Frozen

Select to change the status of the order to frozen; the system does not reschedule frozen demands during the solver process. Frozen demands cannot be delayed, even if the demand priority defined for a frozen demand is lower than the demand priority for demand that is not frozen.

Include Quantity

Select to include the corresponding inventory transaction quantity in all of the planning functions. The system populates this field by default.

This option enables you to load an order in PeopleSoft Supply Planning and ignore the order during simulations. If you do not include an order quantity, the order appears on the corresponding refine page only; the order does not appear on workbenches or reports and is ignored by solvers.

Line

Displays the order line number.

Order Number

Displays the unique order ID for the corresponding inventory transaction. 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 that you defined on the User Preferences - Inventory page; if no default sequence exists, the system generates a number based on the default sequence that you specified for material stock requests on the Automatic Numbering page.

Pick Base

Represents the picked quantity in the item's standard UOM.

Planning Arrival Date/Time

The current scheduled transfer arrival date to the destination business unit. The system validates this value against the receiving calendar.

Note. When you change either the Planning Date/Time or Planning Arrival Date/Time value, the system recalculates the other based on lead time.

Planning Date/Time

The current scheduled transfer shipping date from the source business unit. The system validates this value against the shipping calendar.

This value must be less than or equal to the value in the Planning Arrival Date/Time field.

Note. When you change the value in either the Planning Date/Time or Planning Arrival Date/Time field, the system recalculates the other based on lead time.

Priority and Priority Rank

Enter a demand priority value between 1 and 999. The system assigns priorities to demands during the Load Planning Instance process based on established demand priority rules. In the absence of demand priority rules or for a matching demand priority rule for a given demand, the system assigns to the priority 999.The system also uses the demand priority value,999, as a default value when assigning priorities. When manually adding demand to a planning instance, specify the priority.

See Setting Up Demand Priority Rules.

Note. The priority 0 is reserved for the system.

Requested Base

Represents the order quantity in the source business unit. You cannot enter a negative value for this field. This field is required.

If you modify the value in this field, you must enter a value equal to or greater than the value in the Pick Base field.

Reserved

If selected, indicates that the system inserted the order line into the PeopleSoft Inventory DEMAND_INV table by some form of reservation processing: soft reservation, nonsoft reservation, ATP reservation, or lot allocation. Once inserted into DEMAND_INV, the order line can be released for picking.

Schedule

Displays the schedule number.

Scheduled Arrival Date/Time

Date that the transaction system expects to receive the transfer in the destination business unit.

Scheduled Date/Time

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

Ship Base

Represents the portion of the quantity requested base confirmed as shipped in the item's standard UOM.

Ship Via

Displays shipping method.

Transfer Orders

PL_TRANSFER

Supply Planning, Refine Plan, Inventory, Transfers

Review and maintain parameters for interunit transfer orders, such as planning parameters, dates, and quantities.

Planned Transfer Orders

PL_PLN_TRNS

Supply Planning, Refine Plan, Inventory, Planned Transfers

Review and maintain parameters for planned interunit stock requests manually created or created by the solver, such as planning parameters, dates, and quantities

Stock Requests

PL_STOCK_REQUEST

Supply Planning, Refine Plan, Inventory, Stock Requests

Review and maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities.

Extra Demand

PL_EXTRA_DEMAND

Supply Planning, Refine Plan, Inventory, Extra Demand

Create or delete 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 model demands on inventory from other sources, such as spare parts planning, quality assurance demands, shrinkage, and so forth.

Schedule

In order to make sure that we will not have an overflow issue bringing the line number into planning, we have to divide the Stock Request schedule line number from PeopleSoft Inventory by 100 during the LOAD. For example, a transfer Stock Request schedule line number of 1 from Inventory, will be displayed as 0.01 on the Transfer Orders page in Supply Planning. We then convert it back during the POST process.

Interunit Status

Values are:

• Cancelled: The Interunit Status field is the only field available for entry. The value, Open, is the only other available value when the status is Cancelled.

• Open: All of the maintainable fields are available for entry. The value, Cancelled, is the only other available interunit status value when the status is Open.

• Picked: The Interunit Status and Requested Base fields are not available for entry.

• Intransit: The Include Quantity and Consume Forecast fields are available for entry.

• Received: The Include Quantity and Consume Forecast fields are available for entry.

Remaining Demand

Displays the outstanding demand for the source business unit.

Remaining Supply

Displays the outstanding supply expected for the destination business unit.

Allocated Base

Displays the quantity allocated to the order line, in the item's standard unit of measure.

Receipt Base

Displays the current quantity received for the destination business unit in the item's base UOM.

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.

Planning Sequence Number

Represents the numbering scheme that the system uses to keep planned orders in the Planning Instance table synchronous with those in the transaction system.

Each time that you run the Load Planning Instance process in regeneration mode, the process initializes the next available planning sequence number to zero. The process resequences all of the planned orders that exist in the transaction system when inserting them into the Planning Instance tables. After inserting all of the orders into the tables, the process updates the next available planning sequence number on the Planning Instance table to equal the last planning sequence number used, plus one.

When new planned orders are inserted in the planning instance, the system increments the planning sequence number for each new record.

Delete

Click to delete the planned transfer order.

Status

Displays the current status for the planned transfer. Values are:

• Canceled: PeopleSoft Supply Planning does not pass canceled orders back to the transaction system.

• Planned: The system deletes all of the planned orders when you run the Material and Capacity Feasible or Enterprise solvers in regenerative mode.

  Note. The Enterprise solver always runs in regenerative mode.

• Firmed: The system does not delete planned orders with a status of Firmed when you run the Material and Capacity Feasible or Enterprise solvers in regenerative mode but can cancel them. Solvers can reschedule firmed orders provided the order is not frozen.

Intransit

Displays the number of days and hours required to transfer the item between business units.

Cancel

Select to cancel the stock request. If you cancel a stock request, you also remove its demand from the planning instance.

Allocated Base

Displays the quantity allocated to the order line, in the item's standard unit of measure.

Remaining Quantity

Displays the outstanding demand due for the stock request.

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.

If the demand line is picking confirmed, the Cancel field on the Schedules tab, and the Requested Base field on this tab are not available for entry.

Shipped

Select to indicate that the stock request has shipped. If the demand line has been shipped, only the Include Quantity and Consume Forecast fields on the Schedules tab are available for entry.

Post Ship Complete

Select to indicate that shipped quantities have been depleted from inventory.

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.

Delete

Click to delete the extra demand order from the planning instance.

Scheduled Quantity

Enter the number of items to include in the order. The value that you enter here cannot be a negative number. This field is required.

Comments

Enter a description of the order.

Sales Orders/Quotes

PL_SO_HDR

Supply Planning, Refine Plan, Order Management, Sales Orders/Quotes

Review and maintain parameters for sales orders and quotes, such as order lines and shipment quantities.

Buying Agreements

PL_BUYING_AGREEMNT

Supply Planning, Refine Plan, Order Management, Buying Agreements

Review and maintain parameters for buying agreements, such as releases, order quantities, and expected shipment dates.

Business Unit

For sales order and quote transactions, this business unit represents the PeopleSoft Order Management business unit.

Start Date

Displays the date that the buying agreement becomes valid. The term of the buying agreement can span multiple fiscal years. This field appears on the Buying Agreements page only.

Grace End Date

Displays an automatic extension date beyond the end date of the buying agreement. Orders entered after the buying agreement expiration date are based on the buying agreement price until the grace end date. If you have not provided an extension, a 0 appears as the value in this field. This field appears on the Buying Agreements page only.

Order Date

Displays the initial date that you created the order. This field appears on the Sales Orders/Quotes page only.

Order Type

Indicates whether the order is a sales order or a quote order. This field appears on the Sales Orders/Quotes page only.

Order Status

Select a valid order header status. Values are:

• Canceled: Select to cancel the order before any shipments are made or if the line or schedule is no longer valid.

• Closed:Indicates that the schedules have been fully shipped or if the first shipment was made and backorders were canceled.

• Pending:Indicates that the order requires additional information.

• Open: Indicates that the customer order is an active demand in the system.

  Note. On this page, you can change the order status from Open to Canceled, or from Canceled to Open.

Quote Due Date

Displays the quote deadline specified by the customer or prospect. This field appears on the Sales Orders/Quotes page only.

Quote Expiration Date

Displays the expiration date on which prices and terms on the quote are no longer valid. This field appears on the Sales Orders/Quotes page only.

Success Percent

Displays the forecasted success that the quotation will result in a sales order. Quotations are loaded into the planning instance as demand when their success percentage is greater than the percentage that you define in the Accept % (accept percentage) field on the Load Planning Instance - Orders/Forecast: Orders page. This field appears on the Sales Orders/Quotes page only.

Line

Displays the order line number.

Schedule

Displays the schedule line number.

At the schedule level, break down the order quantity into one or more shipments. An order can include multiple lines, and each line can have multiple schedules. The number in this field increases by the increment value that you defined on the Order Management Definition - Order Management Setup page.

See Maintaining Order Schedule Information.

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, but its components may be.

PeopleSoft Supply Planning assumes that kit components are shipped 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.

See Maintaining Order Header and Line Information.

Status

Displays a valid order line status. Values are:

• Canceled: Select to cancel the order before any shipments are made or if the line or schedule is no longer valid.

• Closed: Indicates that the schedules have been fully shipped or that the first shipment was made and backorders were canceled.

• Pending: Indicates that the order requires additional information.

• Open: Indicates that the sales order line is an active demand in the system.

  Note. You can change the line status from Open to Canceled or from Canceled to Open.

Ship Base

Displays the quantity shipped. This is expressed in the item's standard UOM.

If the demand line has already been shipped, this value is the quantity shipped. If the line has not been shipped, this value is the quantity picked.

Remaining Quantity

Displays the outstanding demand for the shipment schedule.

Frozen

Select to change the status of the order to frozen; the system does not reschedule customer orders that are frozen.

Include Quantity

Select to include the order in all of the planning functions. The system selects this field by default for all of the customer orders and buying agreements in the planning instance tables.

This option enables you to load an order in PeopleSoft Supply Planning and ignore the order quantity during simulations. If you do not include the order quantity, the order or buying agreement appears on the corresponding maintenance page only; the order does not appear on workbenches or reports and is ignored by solvers.

Priority Rank

Enter a demand priority value between 1 and 999. The system assigns priorities to demands during the Load Planning Instance process based on established demand priority rules. In the absence of demand priority rules or for a matching demand priority rule for a given demand, the system assigns the priority 999.The system also uses the demand priority, 999, as a default value when assigning priorities. When manually adding demand to a planning instance, specify the priority.

See Setting Up Demand Priority Rules.

Note. The priority 0 is reserved for the system.

Schedule Base

Define the scheduled shipment quantity. This is expressed in the item's standard UOM. You cannot define this field with a negative value. This field is required.

Note. This field appears on the Sales Orders/Quotes page only.

Ship From

Displays the PeopleSoft Inventory ship from business unit.

Estimated Ship ID

Select an estimated shipment code.

Estimated shipments are logical groupings that indicate what can be packed into the same shipping container. These groupings are temporary—the estimated shipment ID for a demand line can change at any time until freight has been calculated. If a demand line does not meet the criteria for an existing estimated shipment, the system creates a new estimated shipment for the line. Demand lines that have already been freighted (and therefore assigned to an estimated shipment) are not available to be packed.

Note. Schedules sharing the same estimated ship ID must also have identical planning ship date and times.

Planning Ship Date/Time

Displays the current scheduled ship date PeopleSoft Supply Planning intends to ship.

Target Date/Time

Displays the requested date or scheduled ship date, depending on the date that you selected in the Demand Date field on the Load Planning Instance - Orders/Forecast: Orders page. PeopleSoft Supply Planning attempts to generate supply for the demand by this date.

Scheduled Ship Date/Time

Displays the date that the transaction system expects to ship.

Product ID

Displays the product ID for the sales order line from the original customer order in the order management system.

Reserved

Select to indicate that the customer order line has a quantity reserved by one of the reservation or lot allocation processes in the inventory system.

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.

Configuration Code

If the item is a configured item, the unique identifier appears.

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.

Intensity

This value appears by default from the task and determines the basis of the scheduling. Values are:

Labor Time: The start and due date of the operation can be based on the operation's labor time (labor intensive).

Machine Time: The start and due date of the operation can be based on the operation's machine time (machine intensive).

Longest: The start and due date can be based on the longest of the two times, evaluated for each time type in the operation.

For example, suppose that labor setup is 7 minutes, machine setup is 10 minutes, labor run is 20 minutes, machine run is 25 minutes, labor fixed run is 11 minutes, and machine fixed run is 7 minutes, the total operation time would be machine setup (10) + machine run (25) + labor fixed run (11) = 36 minutes.

Cumulative: The start and due date can also be based on the sum of the machine and labor time.

Operation Overlap % (operation overlap percentage)

Displays the percentage of processing time remaining at one operation before the next operation can start. An overlap percentage of 100 percent means that the next operation can start at the same time as the current operation. An overlap percentage of 5 percent means that 95 percent of the operation must be completed before the next can start. Operation overlap cannot be less than 0 percent or more than 100 percent, and there can be no overlap on the last routing operation sequence or prior to a subcontracted operation. However, the vendor can send the end item back in multiple shipments. Therefore, you can define operation overlap for a subcontracted operation.

Operation Sequence

Displays where you need the 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 and how the system updates inventory in the WIP location or the issue quantity on the component list. When the system sets the operation sequence to zero or an invalid operation sequence is specified, it is assumed that the component item is to be used at the first operation.

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.

Production ID

Displays the unique ID assigned to a production order or schedule in PeopleSoft Production Management.

Production Type

Specifies the production type. Values are:

• Production: Used for regular manufacturing. The system uses the production BOM to determine the material that needs to be issued and consumed. The BOM is also used as the basis for valuation and for calculating cost variances. In addition, the system uses the specified production routing for the end item to determine the operations that are necessary to manufacture the end item.

• Rework: Used when you need to do additional or repair work on a completed end item. In this case, the system can use a rework BOM to issue and consume material when you have a standard rework process that requires additional components. Whether or not you have a rework BOM, the system automatically adds the end item being reworked to the component list when you release the rework production ID. The system automatically applies the kit issue method to the end item being reworked when the component list is created. You can add other components to the component list as needed to repair or rework the end item, and the system uses the issue method set at the production area and item level for each component.

• Teardown: Used when you need to break an end item down into its component parts and return the components to inventory. The system does not use a BOM for teardown production but issues the completed end item as the component. You designate the component parts that result from tearing down the end item as teardown outputs on the output list.

Send Ahead Quantity

Displays the number of units that must be accumulated or finished before they can be sent to the next operation and the next operation can begin. The send ahead quantity must be a positive number. Whether a whole number or a decimal appears depends on the item's UOM and quantity precision combination that was defined in PeopleSoft Inventory. For example, suppose that item ID A0007 has a UOM of EA and a Natural Round whole number combination, then you can only enter whole numbers.

Sequence

Displays the planning sequence number that the system assigned to track planned orders during the planning cycle.

This field appears in the Planned Production component only.

Work Center

Work center where the operation step and tasks are performed.

Production - Production

PL_PRD_HEADER

Supply Planning, Refine Plan, Production Control, Production

Review and maintain general production order parameters.

Production - Operations

PL_PRD_OPERATIONS

Supply Planning, Refine Plan, Production Control, Production

Review and maintain operation details and attributes for production orders.

Production - Resources

PL_PRD_RESRC

Supply Planning, Refine Plan, Production Control, Production

Review the machines, crews, and tools used by the production ID. You can include this information on the Detail Resource report.

Production - Times

PL_PRD_TIMES

Supply Planning, Refine Plan, Production Control, Production

Review and maintain operation time details for production orders.

Production - Components

PL_PRD_COMPONENTS

Supply Planning, Refine Plan, Production Control, Production

Review and maintain production order component details.

Production - Outputs

PL_PRD_OUTPUTS

Supply Planning, Refine Plan, Production Control, Production

Review and maintain production order output details.

Planned Production - Production

PL_PLNPRD_HEADER

Supply Planning, Refine Plan, Production Control, Production

Review and maintain general planned production order parameters.

Planned Production - Operations

PL_PLNPRD_OP

Supply Planning, Refine Plan, Production Control, Production

Review and maintain operation details and attributes for planned production orders.

Planned Production - Times

PL_PLNPRD_TIMES

Supply Planning, Refine Plan, Production Control, Production

Review and maintain operation time details for planned production orders.

Planned Production - Resources

PL_PLNPRD_RESRC

Supply Planning, Refine Plan, Production Control, Production

Review the machines, crews, and tools used by the production ID. You can include this information on the Detail Resource report.

Planned Production - Components

PL_PLNPRD_COMP

Supply Planning, Refine Plan, Production Control, Production

Review and maintain planned production order component details.

Planned Production - Outputs

PL_PLNPRD_OUT

Supply Planning, Refine Plan, Production Control, Production

Review and maintain planned production order output details.

Status and Plan Status

Indicates where the production ID or production schedule is 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, an output list is generated with the end item listed as the primary item.

  You can change this status to Firmed, Released, or Canceled.

  This field value does not apply to planned production.

• Firmed: A firmed production ID or production schedule has a quantity, start date, and due date, but the BOM and routing are frozen and the component and operation lists exist. In addition, the output list also exists and can be changed. You cannot generate a picking plan for a firmed order.

  You can change this status to Released or Canceled only.

• Released: 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 Canceled only.

  This field value does not apply to planned production.

• 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 Canceled only.

  This field value does not apply to planned production.

• 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, if the original status was Firmed, you can change the Canceled status to Firmed or Released.

Production Area

Displays the production area where the process identifier (PID) is currently scheduled to be completed.

This field does not appear on the Planned Production component.

BOM Code

Displays the BOM used to generate the initial component list for the production order.

Routing Code

Displays the routing identifier used to generate the initial operation list for the production order.

Reference Routing Item

Displays the item whose routing is used to manufacture the end item. Each assembly item may have its own unique primary and alternate routings or reference another item's primary and alternate routings.

Start Date/Time and End Date/Time

Displays the beginning and completion dates and times for the production.

Note. If you change the production start or end date, the system must reschedule all of the operations.

Start Quantity

Displays the quantity of the end item to be started in the production process.

End Quantity

Displays the quantity of the end item that is expected at the end of production. It is adjusted for scrap and yield.

Completed Quantity

Indicates whether assemblies have been completed to stock, routed to another WIP location, or issued directly to another production ID.

This field does not appear on the Planned Production component.

Scrapped Quantity

Displays the number of assemblies that have been scrapped in the process.

This field does not appear on the Planned Production component.

Priority Rank

The system formats production priority rank based on the highest priority demand to which the production order or planned production order provides supply.

Frozen

Select to change the order to frozen; the system does not reschedule or cancel frozen production orders during the solver process.

Frozen Substitutes

Select to prevent the solvers from suggesting substitutes for this production or planned production order.

Include Quantity

Select to include the production order in all of the planning functions. The system populates this field by default.

This option enables you to load an order in PeopleSoft Supply Planning and ignore the order during simulations.

If you do not include the quantity, the production order appears on the corresponding maintenance page only; the order does not appear on workbenches or reports and is ignored by solvers.

Approved

Select to approve an order manually. The system sends the production order back to the transaction system as an approved order. The production order bypasses the approval logic in the Post Updates process when committing the plan.

Planning Start Date/Time

Displays the current date PeopleSoft Supply Planning intends to begin the operation.

Note. If you change the operation date and time, the system must reschedule all of the operations and production header date and times.

Planning End Date/Time

Displays the current date PeopleSoft Supply Planning intends to finish the operation.

Note. If you change the operation date and time, the system must reschedule all of the operations and production header date and times.

Ignore Capacity

Select to ignore the operation when consuming capacity against the work center.

Assembly Starts

Displays the number of assemblies started for the operation.

Expected Completions

Displays the number of assemblies expected to complete at the corresponding operation based on yield for the operation.

Operation Yield % (operation yield percentage)

Displays a percent of the quantity of goods expected to complete the production process.

PeopleSoft Supply Planning considers operation yield to increment the supply by the expected loss to meet demand at the completion of the manufacturing process.

Quantity Completed and Through

Displays the number of assemblies that completed the operation successfully.

Quantity Scrapped

Displays the number of assemblies that were scrapped at the operation.

Operation Completed

Select to indicate that the operation is complete.

Continuous

Select to complete the operation in a single run with no down time. For example, suppose that a plant operates Monday through Friday, this operation cannot start Friday afternoon and complete the following Monday.

Subcontracted

Select to subcontract the operation.

Crew Size

Displays the number of people in a given crew for the operation

Machine Resources

Displays the number of machines used at the operation

Resource Type

Displays the type of resource used. Valid resources are primary or alternate machine, crew, or tool.

Crew/Machine/Tool

Displays the machine, crew, or tool code, as well as the description.

Status

Displays the availability of a resource for this work center.

Quantity Used

Displays the number of tools used at the operation. This option applies to tools only.

Type and Resource Type

Displays a value that appears by default from the routing information. Values are: Setup, Fixed, Run, Post Production, and In Transit.

Operation Time

Used in conjunction with the time unit, defines the amount of time to complete one unit.

Time Unit

Displays the unit of time for the corresponding operation time. For example, suppose that 5 appears in the Operation Time field, and Days appears in the Time Unit field, then the operation completes one unit every five days. The system determines the number of hours in a day by the work center's average daily hours, which are defined on the Work Center Definition page.

Operation Rate

Used in conjunction with the rate unit, defines the rate at which operations are completed.

Rate Unit

Displays the unit of time for the corresponding operation rate. For example, suppose that 3 appears in the Operation Rate field, and Units/Day appears in the Rate Unit field, the operation completes three units every day.

Include Setup

Select to indicate that the system considers setup in the operation lead time calculation. If you elected to include setup, the setup time is factored into the task or operation's lead time. The system always considers setup in the lead time calculation of the first operation, if setup is specified, regardless of the check box setting. This option applies only to planning labor setup and planning machine setup operation types.

If this option is not selected, setup can begin prior to any production units arriving at the work center. The system assumes that setup can occur at any time after the start of production and does not include it as part of the item's lead time, except at the first operation.

Component ID

Indicates the name of the component being used in the corresponding operation sequence.

Original Component ID

Displays the original component from the BOM that the system uses to create the component list. When the component ID and the original component ID do not share the same value, a substitution has occurred.

Scheduled Quantity

Displays the number of assemblies scheduled for production for the corresponding operation sequence.

Remaining Quantity

Displays the outstanding demand for the component at a particular operation sequence.

Note. Remaining quantity applies only to existing production orders and schedules. For planned production, the scheduled quantity and remaining quantity are the same.

For all orders other than orders in process, the system calculates outstanding demand using the CURR_SCHED_QTY.

For orders that are in process orders:

• If the issue method is KIT or if the quantity code is ORD, the system calculates these outstanding demand codes:

  • Sets the demand quantity equal to CURR_SCHED_QTY.

  • Calculates the expected yield for the component using this equation: CURR_SCHED_QTY * (1 – YIELD/100)

  • Compares the result against the YIELD_QTY.

    Subtracts the smaller of the two from the demand quantity.

  • Subtracts the ISSUE_QTY from the demand quantity.

  • Compares the demand quantity against the sum of PEND_CONSUME_QTY + PEND_LOSS_QTY.

    If the sum of the pending quantities is greater than the demand quantity, the system uses the pending quantities as the demand quantity.

• Otherwise, the system calculates the outstanding demand quantity as: (NEW_PRDN_QTY – QTY_COMP_AND_THRU – QTY_SCRAPPED) * SF_QTY_PER * (100/YIELD) + PEND_CONSUME_QTY + PEND_LOSS_QTY

Note. The system determines QTY_COMP_AND_THRU and QTY_SCRAPPED by analyzing the operation list associated with the component list. If the operation sequence of the component is equal to zero, or if the operation sequence is not a valid operation list sequence, the system obtains these two quantities from the first operation for the assembly item. If the operation sequence of the component has a valid operation list sequence, the system obtains QTY_COMP_AND_THRU from that operation list sequence. In this case, QTY_SCRAPPED is equal to the sum of QTY_SCRAPPED from all prior operations. If no operation lists exist for the production ID, the system uses quantities from the production ID header. The system sets QTY_COMP_AND_THRU equal to COMPLETED_QTY and sets QTY_SCRAPPED equal to SCRAP_QTY.

Quantity

Displays the number of components required based on per assembly or per order.

Per

Displays the component requirements, expressed as an amount per assembly with a unit of 1 or per order, an amount regardless of the order size.

Yield

Displays the expected percentage of usable components in a batch of components issued to production.

Issue Quantity

For components using the issue or replenishment material issue method, displays the quantity consumed from the WIP location for the component and is charged to work in process. For components using the kit method, this is the quantity issued directly to the production ID.

Yield Loss Quantity

Displays the quantity scrapped during the end item process and consumed from the WIP location.

Pending Issue Quantity

Displays the quantity used based on the quantity completed at the operation multiplied by the quantity per assembly. If the component's quantity is expressed as per order, this is the per order quantity. The per order quantity is completely consumed at the first backflush. This quantity has not yet been consumed from the WIP location due to material shortages.

Pending Yield Loss Quantity

Displays the quantity of components scrapped during the end item process but not yet consumed from the WIP location due to material shortages.

Component Issue Method

Indicates how the end item's components are issued for production. Values are:

• Issue: Use picking plans to translate requested stock into material picking instructions for stockroom processing.

• Kit Method: Issue material directly to a production ID rather than to the WIP location, thus preventing other orders from using the material.

• Replenish Method: Use when you want only a fixed quantity to sit on the shop floor (especially when space is a constraint) or when there are items that do not need to be allocated to specific orders or to a production run.

• Component Issue: The system looks at the component's issue method defined at the business unit and item level to determine how to issue the component to the shop floor.

See Setting Up Issue Methods.

Output Type

Displays the type of output associated with the BOM. Values include Primary, Co-product, Recycle, Teardown,and Waste.

• Primary: If you have only one output on this BOM, then it's the primary output.

• Co-product: An item that is produced as part of the manufacturing process along with the primary output. It shares the cost of the process, and there may be independent demand in PeopleSoft Supply Planning for this item. Orange juice and orange concentrate are examples of co-products.

• Waste: A by-product can be a waste product that needs to be disposed.

  Recycle: A by-product that can be used as an input to other processes. The by-product is incidental to the process and has a relief (negative) cost for recycle by-products or a disposal (positive) cost for waste by-products.

  Waste by-products might not have cost associated with them. Usually, there is no independent demand for by-products. Orange pulp is an example of recycle by-products.

Output Item

The item must be an existing, inventory, and standard costed item. Output items cannot be floor stock or expense items.

Remaining Quantity

Outstanding supply for the co-product and by-product. Calculated as Scheduled Quantity - Completed Quantity.

Resource % (resource percentage)

Displays the resource allocation percentage. This field indicates the percent of the BOM quantity each co-product represents. It is used during completions to determine what percentage of the components should be consumed for each co-product and primary item.

This field does not appear on the Planned Production component.

Per

Displays the component requirements, expressed as an amount per assembly with a unit of 1, or per order, an amount regardless of the order size.

Scheduled Quantity

Displays the quantity expected from the production reduced by production scrap.

Completed Quantity

Displays the number of assemblies completed.

This field does not appear on the Planned Production component.

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.

Approved

Select to approve the PO manually. The system sends the PO back to the transaction system as an approved order and bypasses the approval logic in the Post Updates process.

Configuration Code

If the item is a configured item, the unique identifier appears.

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.

Frozen

Select to change the status of the PO to frozen; solvers do not reschedule or cancel frozen POs.

Include Quantity

Select to include the PO in all of the planning functions. The system populates this field by default.

This option enables you to load an order in PeopleSoft Supply Planning and ignore the order during simulations. If you do not include purchase quantities, the order appears on the corresponding maintenance page only; the order does not appear on workbenches or reports and is ignored by solvers.

Purchase Orders

PL_PO_HDR

Supply Planning, Refine Plan, Purchasing, Purchase Orders

Review and maintain parameters for POs, such as the purchase options, vendors, and PO line schedules.

Planned Purchase Orders

PL_PLN_PO

Supply Planning, Refine Plan, Purchasing, Planned Purchase Orders

Review and maintain planned POs. You can add a new order for required materials, and change the quantities and delivery dates to meet forecasted demand.

Closed Purchase Order

PL_PO_HDR_C

Supply Planning, Refine Plan, Purchasing, Closed Purchase Order

Review closed POs.

PO Date (purchase order date)

Displays the date that you created the PO.

PO Type (purchase order type)

Displays the type of PO. This is used for informational purposes.

PO Status (purchase order status)

Displays the status of the entire PO. Values include: Initial, Open, Pending Approval, Approved, Dispatched, Canceled,and Complete.

Location

Displays the primary vendor location.

Buyer

Displays the name of the buyer on the PO.

Line

Displays the PO line. PO lines contain information such as the item ID, item description, category, and quantity. You can access schedules and distributions through the PO line.

Schedule

Every PO line has one or more due dates and external delivery locations carried on a schedule. In PeopleSoft Purchasing, you create a schedule for each unique delivery address and due date.

Distribution Line

Distribution lines contain information about how the item quantity charges and 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 that the transaction system expects to receive the distribution.

Planning Due Date/Time

Displays the current scheduled date on which planning intends to receive the distribution.

Lead Time

Displays the number of days it takes to get inventory from the vendor.

Release Date/Time

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

Quantity Base

Represents the initial quantity specified on the PO in the item's standard UOM. This field is required.

Received Base

Displays the quantity received and put away into PeopleSoft Inventory.

Returned Base

Displays the quantity returned to the vendor for replacement.

Remaining Quantity

Displays the outstanding supply due from the vendor. The system calculates this value as round down (quantity base * purchase yield) received base + returned base.

Status

You can change the PO line status to Active or Canceled.

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.

Planning Sequence Number

Represents the numbering scheme that the system uses to keep planned orders in the Planning Instance table synchronous with those in the transaction system.

Each time that you run the Load Planning instance processing regeneration mode, the process initializes the next available planning sequence number to zero. The process resequences all of the planned orders that exist in the transaction system when inserting them into the Planning Instance table. After inserting all of the orders into the table, the process updates the next available planning sequence number on the Planning Instance table to equal the last planning sequence number used plus one.

As the system inserts new planned orders in the planning instance, the system increments the planning sequence number for each new record.

Status

Displays the current status for the planned PO. Values are:

• Canceled: PeopleSoft Supply Planning does not pass canceled orders back to the transaction system.

• Planned: The system deletes all of the planned POs when you run the Material and Capacity Feasible or Enterprise solvers in regenerative mode.

  Note. The Enterprise solver always runs in regenerative mode.

• Firmed: The system does not delete planned orders with a status of Firmed when you run the Material and Capacity Feasible or Enterprise solvers in regenerative mode but will cancel them. Solvers can reschedule a firmed order provided that the order is not frozen.

Due Date/Time

Represents the day that you except to receive the inventory.

Release Date/Time

Displays the day that you must dispatch the order to receive the inventory on the due date and time.

Lead Time

Displays the number of days that it takes to get inventory from the vendor.

Quantity

Represents the initial PO quantity. This field is required.

Remaining Quantity

Represents the outstanding supply due from the vendor. The system calculates this value as round down (quantity * purchase yield).

Spot Buy

Designates if the item is a spot buy item, which can be sourced by soliciting bids for a required quantity and date.

Production

X

X

Planned Production

X

X

X

X

POs

X

X

Planned Purchase

X

X

X

X

Orders Transfers

X

X

Planned Transfers

X

X

X

X

Material Stock

X

Requests Forecasts

X

Extra Demand Sales

X

Orders Quotes

X

Buying Agreements

X

Production Orders and Planned Production Orders

Reschedule actions adjust a target date to a valid production date. If the start date is invalid, the system reschedules from the first valid production date after the supplied date. If the end date is invalid, the system reschedules backwards at the first valid production date before the supplied date.

Purchase Orders and Planned Purchase Orders

Reschedule actions use the target date as the new release date when forward scheduling and ensure the new due date time is a valid receiving date according to the receiving calendar.

When backward scheduling, reschedule actions use the target date as the due date and do not ensure that the due date time is a valid receiving day. These actions assume the target due date is the expected actual receipt date.

Transfer Orders and Planned Transfer Orders

When forward scheduling from the scheduled ship date (PL_SCHED_DTTM), reschedule actions ensure the new arrival date time is a valid receiving date according to the receiving calendar. These actions do not validate the ship date.

When backward scheduling, reschedule actions do not ensure that the arrival date time is a valid receiving day. These action types assume that the arrival date that you enter is the expected actual receipt date. Reschedule actions do ensure that the ship date is a valid shipping date.

Planned Production Orders

If you change the sourcing option on planned production, the system requires you to enter a new BOM code and routing code on the Maintenance Step definition.

Modifying a sourcing option is equivalent to deleting an existing production order, creating a new production order for the same output quantity and end date, and using new BOM and routing codes.

Sourcing actions apply only to planned production orders where the new business unit, item code, BOM code, routing code, and production type combination is a valid production option that exists on the PL_PROD_OPT table.

Planned Purchase Orders

If you change the sourcing option on a planned PO, the system requires you to enter a new vendor set ID, vendor ID, and vendor location.

Modifying a sourcing option is equivalent to deleting an existing PO, creating a new PO for the same output quantity and due date, and using new vendor set ID, vendor ID, and vendor location codes.

Sourcing actions apply only to planned POs where the new business unit, item code, vendor set ID, vendor ID, and vendor location combination is a valid purchase option that exists on the PL_PURCHASE_OPT table.

Planned Transfer Orders

If you change the sourcing option on a planned transfer order, the system requires you to enter a new source business unit and ship type ID.

Modifying a sourcing option is equivalent to deleting an existing transfer order, creating a new transfer order for the same output quantity and arrival date, and using source business unit and ship type ID codes.

Sourcing actions apply to planned transfer orders in two different situations:

• Where the business unit, item code, source business unit, and ship type ID combination is a valid item transfer option that exists on the PL_TRANS_IT_OPT table.

• Where the business unit and item code combination has a planned by attribute defined as Distribution. In this scenario, the business unit, source business unit, and ship type ID combination must be a valid generic transfer option that exists on the PL_TRANS_OPT table.

Mass Maintenance - Header

PL_PI_MSMNT_REQ1

Supply Planning, Refine Plan, Mass Maintenance

Define mass maintenance header information and item-related selection criteria.

Mass Maintenance - Selection Detail

PL_PI_MSMNT_REQ2

Supply Planning, Refine Plan, Mass Maintenance

Define mass maintenance step information and transaction-related selection criteria.

Description

(Required) Enter a description of the mass maintenance.

Planning Instance

The maintenance definition is independent of planning instance. You can change the planning instance for a run control and retain the associated mass maintenance steps.

Run

Click to initiate the Mass Maintenance process (PL_PI_MSMNT) for the corresponding transaction type.

Start Planning Engine

Click to start the planning engine for the corresponding planning instance.

Execute Maintenance Actions

Select to execute the maintenance steps on this run control. If you do not select this option, the system does not execute the steps on this run control when you run the Mass Maintenance Application Engine process (PL_PI_MSMNT).

Note. The data that the Mass Maintenance Application Engine process writes to the report tables remains in the report tables until you rerun the Mass Maintenance Application Engine process for the corresponding run control. To refresh the data in the report tables, select the Execute Maintenance Actions option and the Run Maintenance Report option, and run the Mass Maintenance Application Engine process.

Run Maintenance Report

Select to clear all previous report information from report tables and refresh the tables with the information on the run control, steps, and affected transactions for each step of the current run.

If you do not select this option, all information from a prior run of the same run control remains in the report tables, and the system writes no new information to the tables when you run the Mass Maintenance Application Engine process.

Note. If you elect to run the Mass Maintenance report (PLS7000) prior to running the Mass Maintenance Application Engine process on the Process Scheduler Request page, the report results might be incomplete. For example, if you freeze plan production in step 1, and then select frozen plan production in step 2, then step 1 must execute before step 2 can accurately depict the changes. If you are running in report mode only, this execution does not occur, and the reported list of affected transactions for step 2 is incomplete.

Step

Enter a step number. Each step operates on one transaction type only.

Each step has two main sections:

• The selection criteria for records to be maintained.

• The actions to be taken on the records that meet the selection criteria.

Description

Enter a description for the corresponding step.

Action

Select the action type that you want to perform on the transaction. The value that you select here determines the values that appear in the Transaction Type field.

Transaction Type

Select the supply or demand transaction type on which the system performs the action that you selected in the Action field. Each mass maintenance step applies to one transaction type only.

The values available in this field are determined by the value that you selected in the Action field.

Date/Days Offset Selection

When specifying values for date fields, you can elect to state an explicit date or a stated number of days offset from the current date associated with planning instance.