Customized Find Windows

Customized Find Windows

This appendix describes the customized find windows used in Oracle MRP.

Oracle Applications offers two windows to query records in your current block or window: list windows and find window. The list window shows all the possible records that you can retrieve for the block, a find window contains fields for entering search criteria.

You can invoke a list or find window from the Query menu. However, some windows in OracleMRP, such as Items and Supply/Demand, have their own, customized find windows. To reach one of these main windows, you must first perform a query/find, using the customized find window associated with it.

These customized find windows employ Oracle folder technology, allowing you to save and implement frequently used or complex searches.

See Also:

Navigating through a Find Window:

Items Find Window

Exceptions Find Window:

Supply/Demand Find Window

Using Query Find, Oracle Applications User's Guide Using Query Operators, Oracle Applications User's Guide Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide

Navigating through a Customized Find Window

When you navigate to a window which has a customized find window attached to it, you must respond to the find window before displaying the window you want to work with. You can either start a search, with manually entered or predefined criteria, or you can retrieve all available records by leaving all fields blank and choosing Find.

If you decide to narrow your search, you must enter a search string in the first row of fields in the find window. If you enter more search strings on subsequent lines, a data record must match both criteria to be retrieved. It will not be retrieved when it matches only one of the search strings. Multiple search strings assume the logical form (string1) AND (string2), where string1 and string2 are search strings entered on separate lines in a find window.

To enter a search string:

  1. Navigate to the Find window

  2. Enter a search criteria in the Field field. This will direct the search to that column in the relevant table.

  3. Enter an operator in the Condition field. You can choose from a list of valid operators that determine the conditions you want the data records to satisfy. Depending on the type of condition you enter, you may be required to enter a single value (in the From field) or a range of criterion values (in the From and To fields). Criterion values may be numbers or character strings.

  4. When you have finished entering your search string, choose Find to start the query.

Saving your search in a folder

Use Oracle folder technology to save search strings for later use. This features is particularly useful when you have complex or frequently used strings, strings whose entry would be laborious or prone to error.

To define and save your folder criteria in the Material Workbench form, use the Find window. Do not use personal and public shortcuts.

See Also:

Querying Records in a Folder, Oracle Applications User's Guide. Using Query Find, Oracle Applications User's Guide Using Query Operators Oracle Applications User's Guide Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide

Find Exceptions Window

The Find Exceptions window allows you to retrieve exceptions generated by the latest run of the current plan, and all exception counts saved from prior simulation replans. Each replan is assigned a version number, and total counts per message are saved for comparison. After you regenerate the plan, all versions are erased, and only the "current" version exists.

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Optionally, select a planner.

  4. Choose Exceptions to display the Find Exceptions window

    The Find Exceptions window allows you to search for the following information:

    Buyer: any valid buyer name

    Category: any valid category name (family and class)

    Exceptions: any of the unacceptable planning conditions identified during the planning process

    Item: a single item or range of items

    Organization: any valid organization name

    Note: If you search a mutli-org plan for organizations other than the one you are logged into, you must be logged into the organization that generated the plan; otherwise, otherwise you can search only for your current organization.

    Planner: any valid planner name

    Planning Group: any valid planning group name

    Project: any valid project reference

    Task: any valid task ID

    Note: Planning Group, Project and Task criteria match only those exceptions that contain project references. These exceptions are Items with a shortage in a project, Items with excess inventory in a project, and Items with supply allocated across projects.)

    Version: the number(s) associating exceptions with previous planning runs

  5. To retrieve all records, leave all fields blank and choose Find.

  6. The retrieve a subset of records, enter a search string. You can use just one string in your search (containing a criterion, an operator, and a value), or you can enter several strings to refine your search.

  7. Once you have entered at least one string, containing a field name, a condition, and (optionally) a value, choose Find to start your search.

  8. Optionally, choose a folder to import a previously defined search strings and start the search.

To sort data on multiple levels

Check Display Message Count opposite the row containing your search string.

The Exceptions window displays all data by exception message and version. That is, for records found in your search, the data is sorted by exception message, which appears in the first column. All other data appears in columns to the right.

However, you may want to sort this information further. For instance, you search for organizations NYC and SAC. The Exceptions window will display all exceptions generated by all runs of the current plan for items in NYC and SAC. However, while the window displays the exceptions in the left hand column, it will not display NYC or SAC in the fields opposite, nor will you be able to determine which exceptions appear in NYC, SAC, or in both organizations. Moreover, the window will display only the total number of instances of each message retrieved. You will not see a count of a particular exception in NYC or SAC.

Checking Display Message Count changes the display so that the data is sorted by exception, and sorted again by the criterion you chose, for as many criteria as you choose. For instance, searching for and sorting by organizations NYC and SAC will show the exception message on two lines, one with a count for NYC and one with a count for SAC.

You can only sort project-related exceptions by Planning Group, Project and Task criteria. These exceptions are Items with a shortage in a project, Items with excess inventory in a project, and Items with supply allocated across projects.

See Also

Reviewing Planning Exceptions

Navigating through a Find Window

Items Find Window

Supply/Demand Find Window

Using Query Find, Oracle Applications User's Guide Using Query Operators, Oracle Applications User's Guide

Find Items Window

The Find Items window allows you to display basic information for the items in the current plan, plus pegging and supply/demand information.

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Choose Item to display the Find Items window (mrp_fitems.gif)

    The Find Items window allows you to search for the following information:

    Item Details
    ABC Class BOM Item Type MRP Planning Method
    Buyer Exception Set Make or Buy
    Category Forecast Control Organization
    Item Nettable Quantity Nonnettable quantity
    Planner Standard Cost WIP Supply Type
    Repetitive - -
  4. To retrieve all records, leave all fields blank and choose Find.

  5. To retrieve a subset of records, enter a search string. You can use just one string in your search (containing a criterion, an operator, and a value), or you can enter several strings to refine your search.

  6. Once you have entered at least one string, containing a field name, a condition, and (optionally) a value, choose Find to start your search.

  7. Optionally, choose a folder to import a previously defined search strings and start the search.

See Also

Reviewing Item Planning Information

Supply/Demand Find Window

Using Query Find, Oracle Applications User's Guide

Using Query Operators, Oracle Applications User's Guide

Find Supply/Demand Window

The Find Supply/Demand window allows you to display all supply and/or demand information for the items in your plan.

Note: These instructions also apply to the Find Supply and Find Demand windows.

  1. Navigate to the Planner Workbench window.

  2. Select a plan name.

  3. Optionally, select a planner. When you open the planner Workbench and navigate to one of the details windows (such as items or exceptions), you will be asked if you want select a planner. Doing so may improve workbench performance, however you will be asked to select a planner once for each session in the workbench.

  4. Choose Supply/Demand to display the Find Supply/Demand window. (mrp_findsd.gif)

    The Find Supply/Demand window allows you to search for the following information:

    Supply/Demand Details
    Firm BOM Item Type Disposition Status Type
    Category Compression Days Days from Today
    Item First Unit Start Date Implemented Quantity
    Line First Unit Completion Date MRP Planning Method
    Planner Last Unit Start Date Make or Buy
    Organization Last Unit Completion Date New Due Date
    Repetitive Project Number New Quantity
    Rescheduled Quantity in Process Old Due Date
    Source Supplier Quantity/Rate Old Order Quantity
    Supplier Selected to Release Source Organization
    WIP Supply Type Source supplier Site Using Assembly
  5. To retrieve all records, leave all fields blank and choose Find.

  6. The retrieve a subset of records, enter a search string. You can use just one string in your search (containing a criterion, an operator, and a value), or you can enter several strings to refine your search.

  7. Once you have entered at least one string, containing a field name, a condition, and (optionally) a value, choose Find to start your search.

  8. Optionally, choose a folder to import a previously defined search strings and start the search.

See Also

Reviewing Supply and Demand

Supply and Demand Fields

Items Find Window

Using Query Operators, Oracle Applications User's Guide