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You can easily manage your plan by displaying only those items and orders that require your attention, and you can further narrow your search using other criteria such as by buyer or by line. For each exception that matches your selection criteria, you can view a summary of the exception and then drill down to pinpoint orders or items which caused the exception(s). For these items or orders, you can view item information, horizontal plan, and supply and demand. By saving the exception messages each time you replan simulations, you can compare different versions of the same plan or analyze the strengths and weaknesses of a single plan.

Note: You can only display detailed exception and item planning information for exceptions generated by the current planning run. Relaunching the plan from the Launch DRP/MPS/MRP window erases all exceptions and only rebuilds the "current" version.

   To review a summary of exceptions:

1. Navigate to the Exception Summary window.

The Exception Summary window displays information about all exception messages generated by the current planning run, along with all messages saved from previous simulation runs.

2. Optionally, enter and run a query to narrow down the list of exceptions.

The types of exceptions you might see are:

Items allocated across projects: items whose supply for one project has been allocated to the demand of a different project

Items below safety stock: items for which demand, less supply, brings the projected quantity on hand to a negative level or below safety stock

Items that are over-committed: items for which ATP is negative or below safety stock

Items with a shortage: items whose quantity on hand is less than the sum of the requirements plus safety stock, within the exception time fence defined by the item's planning exception set

Items with a shortage in a project: items whose demand exceeds supply with a project/task for an item

Items with excess inventory: items whose quantity on hand exceeds the total requirements against the item, within the exception time fence defined by the item's planning exception set

Items with excess inventory in a project: items whose supply exceeds demand with a project/task for an item

Items with expired lot: lots that expire within the planning horizon

Items with negative starting on hand: items with a negative onhand beginning balance

Items with no activity: items with no demand or supply in the current plan

Items with repetitive variance: items with suggested aggregate schedules that differ from current aggregate schedules by more than a user-defined repetitive variance percentage, up to the exception date defined by the item's planning exception set

Late order due to resource shortage: items that will cause a late order because a resource required to manufacture the item is over-utilized

Late supply pegged to forecast: items with shortages that prevent forecast demand from being met, caused by component shortages

Late supply pegged to sales order: items with shortages that prevent sales order demand from being met, caused by component shortages

Orders to be cancelled: items with orders that the planning process recommends be cancelled

Orders to be rescheduled in: items with orders that the planning process recommends be rescheduled to an earlier date

Orders to be rescheduled out: items with orders that the planning process recommends be rescheduled to a later date

Orders with compression days: items with planned orders, discrete jobs and purchase orders that have compression days and need to be expedited

Past due forecast: items with a forecast demand due date earlier than the plan start date

Past due orders: items with planned orders, discrete jobs and purchase orders that are past due

Past due sales orders: items with a sales order due date earlier than the plan start date

Resource over-utilized: a resource is over-utilized, as defined by the over-utilization percentage entered in the exception set

Resource under-utilized: a resource is under-utilized resources, as defined in under-utilization percentage entered in the exception set

3. Scroll right, if necessary, to see values in the following fields:

Exception Count: the number of exceptions for the given exception type

Org: the organization in which this exception type occurred

Item: the item for which this exception type occurred

Category: the item category associated with items for which you see exceptions

Planner: the planner who is associated with the items for which you see exceptions

Buyer: the buyer of the item for which this exception type occurred

Planning Group: the planning group, if any, that is associated with the items for which you see exceptions; only appears if the exception occurred in a project-related plan

Project: the project, if any, that is associated with the items for which you see exceptions; only appears if the exception occurred in a project-related plan

Task: the specific project task, if any, that is associated with the items for which you see exceptions; only appears if the exception occurred in a project-related plan

Version: the version of the planning run for which this set of exceptions occurs; the version number gets incremented each time you click Save Exceptions, even if you do not make changes to the plan

Dept/Line: the department or production line for which this exception type occurred

Resource: the resource for which this exception type occurred

Resource Type: The resource type for which this exception occurred

   To review details about a particular exception type:

1. Navigate to the Exception Summary window.

2. Click the box to the left of each exception type for which you want to see detailed information. You can only check the current version of exceptions.

3. Click the Exception Details button.

   To display item information associated with your selected exception message:

1. Check the exceptions(s) whose message details you want to display. You can only check the current version of exceptions.

2. Choose Items to display the Items window.

3. See: Reviewing Item Planning Information.

   To view resource information for your selected exception message:

• See: Viewing Capacity Information from the Planner Workbench.

1. Choose Resource to display the Resource window.

   To display the horizontal plan for your selected exception types:

1. Check the exceptions(s) whose items you want to display in a horizontal plan. You can only check the current version of exceptions.

2. Choose Horizontal Plan to display the Horizontal Plan window.

3. See: Reviewing the Horizontal Plan.

   To save all exception messages:

• Choose Save Exceptions. All previously saved messages retain their current version number. All current messages will be saved with the next version number ( n + 1 ), where n is number assigned in the previous save.

See Also

Navigating through a Find Window

Planning Exception Sets

Creating Planning Exception Sets