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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:

1. 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

Items Find Window

Supply/Demand Find Window

Using Query Find

Using Query Operators