Apply mode

Refers to the reconciliation Apply mode in the Scheduler's Workbench which enables the scheduler to compare and reconcile approved supplier quantities and suggested changes with actual required quantities (planned orders). Clicking the Apply link for approved schedules in the Scheduler's Workbench - List page enables you access in Apply mode. Within this page proposed quantities are calculated based on supplier feedback and the latest actual required quantities.

The scheduler can review and change proposed quantities in the schedule and then directly update the schedule with the click of a button.

Baseline Quantity

Represents the approved quantity which existed for the same range of days for the prior approved schedule.

When using Flex within a schedule, this upside or downside flex is measured against the baseline quantity for the day or range of days.

See Defining Fixed or Firmed Attributes.

Scheduler

The name of the person within the organization who is responsible for reviewing, building, and dispatching the schedule to the supplier. The scheduler (for example, a buyer or planner) also approves and applies the changes suggested by the supplier.

Schedule Group

A logical grouping of similar vendor items within Collaborative Supply Management.

Supplier's Schedule

The name of the (supplier side) schedule that shows the time-phased quantities that the scheduler proposes. The supplier reviews the schedule that the scheduler dispatches and decides whether to accept, reject, or change the data.

IN Unit (inventory business unit)

The Inventory business unit for which you are purchasing the items. Schedule groups can include supply requirements from multiple Inventory business units.

Period Duration

The period of time for which the system buckets the quantity data for a schedule. Values are Day, Week (default), and Month.

Start Date

The beginning date for a given schedule. Typically this is a future date (for example one week out). When you build a new schedule, the system generates a snapshot of the supply requirements (purchase orders and planned orders) between the start date (beginning date for the collaborative schedule) and the end date.

Number of Periods

The number of periods based on the period duration (days, weeks, or months) for a specific schedule. The maximum number is 52.

Week starts on

The day of the week on which weeks begin for schedules with a period duration of Week.

Row Types

Describes the quantities displayed within a particular row of data within a supplier schedule.

Depending on the status of the schedule and the person receiving the schedule (scheduler or supplier), different row types display within a schedule. For example, the Actual Required Qty row type represents the actual purchase orders and planned quantities currently existing for the item or schedule group as shown within the Scheduler's Workbench for a new schedule.

Status

The status of the schedule. For a new schedule, the status is New Schedule. For current schedules, status values are Current, Dispatched, and Approved. For past schedules, item status values are Previous and History.

Created Date/Time

The date and time that the schedule was built.

Dispatched Date/Time

The date and time that the schedule was dispatched.

Approved Date/Time

The date and time that the schedule was approved.

Scheduler's Comment

The comments entered by the scheduler for a specific schedule.

Supplier's Comment

Comments that the supplier enters for a specific schedule. These comments are visible only after the schedule has been approved by the supplier.

Previous Comments

Comments associated with a previous schedule

Include PO Data (include purchase order data)

Select to include the purchase order data in the schedule. If the check box is deselected, only planned purchase order data is included.

This option is available only when creating new schedules.

Dispatch

Select to send a built schedule to the supplier for review. You must specify a dispatch method. Options are Email and Other. If you do not select Dispatch, the built schedule retains the status Current.

UOM to View Quantities (unit of measure to view quantities)

Select the unit of measure (UOM) in which to view the quantities on the schedule. The supplier can select either the standard UOM or the vendor default UOM for the schedule summary. If the supplier selects the vendor default UOM and the schedule is a group of items, all items must have the same vendor default UOM. Otherwise, a message displays and the summary information displays in the standard UOM.

The vendor default UOM is the default UOM associated with the default vendor location for the specified vendor.

View Only Schedule

Indicates that you want to send the schedule to the supplier, but the supplier cannot change the schedule. The schedule status is set to Approved, and the schedule is dispatched to the supplier.

Show new schedules only

Select to view newly dispatched schedules only. Approved schedules are excluded. This field applies to suppliers only.

Show Std Qty/UOM (show standard quantity unit of measure)

Select to display the various quantity values for the schedule detail sections in terms of the standard UOM. The buyer will automatically be able to view these columns, but the supplier has the option of viewing the summary data in terms of the vendor default UOM. This enables suppliers to view the detail quantities in standard and vendor default UOMs.

Show Order Qty/UOM (show order quantity unit of measure)

Select to display the various quantity values for the schedule detail sections in terms of the ordering UOM. Since the summary section is displayed in terms of the standard UOM or the vendor default UOM, this enables you to also see the detail quantities in terms of the actual ordering quantity, if it is different.

Show Vendor Qty/UOM (show vendor quantity unit of measure)

Select to display the various quantity values for the schedule detail sections in terms of the vendor's default UOM.

The Scheduler's Workbench always displays the summary quantities in terms of the standard UOM; thus this option enables the scheduler to also view the quantities in terms of the vendor default UOM. The supplier can view the summary quantities in the vendor or standard UOM, so if they are viewing the summary in the standard UOM, this enables suppliers to also see the quantities in terms of the vendor default UOM.

Preview Schedule

List all the items to be dispatched. This button appears in the dispatch batch process.

Update

Update in workbenches implies updating the schedule summary with changes made in the detail. In Apply mode, this button appears in the header section of the schedule and it is used to update the entire schedule based on proposed quantities.

Search

Click to retrieve data after you define the parameters.

Update

Click to update the quantities on the Summary page for the affected row types.

Save, Return

Click to save the data and return to the Summary page.

Add

Click to add a new planned purchase order. Applicable on the supplier's side.

Send

Click to send the message.

Calculate capacity/Flex

Click to calculate the supply schedule values against capacity or flex requirements.

This red box denotes that there is a violation. For capacity violations, clicking the Calculate Date button will generate the date on which the violation first appears. If the date is within the schedule being maintained, it becomes a link that you can click which takes you to the actual bucket containing this date.

Click the Add button to add a new planned purchase order. Applicable on the scheduler side.

Click the Delete button to delete a planned order row. You can delete rows only if Supply Planning is not installed. Applicable on the scheduler's side.

Click the left scroll arrow to go backward through the bucket columns and save changes.

Click the right scroll arrow to go forward through the bucket columns and save changes.

Click the Approve All button to approve all rows.

You indicate that planned purchase orders are ready to be converted to purchase orders. (Clicking the button is the same as approving the line on the Receive Purchase Messages page.)

Click to reset approval for all rows.

Current

After you build a new schedule, the status is Current. The status does not change until you dispatch the schedule. The current schedule is a snapshot of the purchase orders and planned purchase orders. Once a schedule is built, any changes to actual purchase orders or planned purchase orders are not incorporated into the current schedule unless it is rebuilt.

Dispatched and New

The schedule status is Dispatched after the you run the Dispatch process to send the schedule to the supplier through email. Once the schedule is dispatched, it becomes available for collaboration with the supplier.

From the supplier's perspective, a schedule dispatched from the scheduler has the status New. The status does not change until the supplier approves it.

Supplier Approved

The schedule status is Supplier Approved after the supplier approves it by clicking the Approve button on the Approve Schedules - Item Summary page. The scheduler cannot view the supplier's collaboration quantities until the supplier approves the schedule.

Previous

The current schedule's status changes from Current to Previous when you build a new schedule.

History

The previous schedule's status changes from Previous to History when you build a new schedule.

Actual Required Qty (actual required quantity)

• New

• Current

• Dispatched

• Supplier Approved

The system derives this quantity from the purchase order schedule lines and planned purchase order data. The system populates the planned purchase orders when you run the Export Supply Planning process.

Additional Qty Since Approved

• New

• Dispatched

This is the difference between the current requirements and the quantity that was previously agreed on.

(Actual Required Qty − Previous Approved Qty) = Additional Qty Since Approved

Additional Qty Since Build

• Current

• Dispatched

• Supplier Approved

This is the difference between the current requirements and the requirements when you built the schedule.

(Actual Required Qty – Current Required Qty) = Additional Qty Since Build

Previous Required Qty

• New

• Current

• Dispatched

• Supplier Approved

• Previous

• History

This is the required quantity on the last schedule that you dispatched to the supplier.

When you view the previous or history schedule, this row displays the final required quantity for the schedule being reviewed.

Previous Approved Qty

• New

• Current

• Dispatched

• Supplier Approved

• Previous

• History

This is the quantity on the last schedule that the supplier approved.

When you view the previous or history schedule, this row displays the final approved quantity for the schedule being reviewed.

Current Required Qty

• Current

• Dispatched

• Supplier Approved

This is the required quantity at the time that the schedule was built. The quantity includes any purchase order (if requested) and planned purchase orders.

Current Approved Qty

Supplier Approved

This is the quantity that the supplier approved.

Shortage/Overage

Supplier Approved

This is the shortage or surplus that you might have with the supplier's approved quantity for a particular bucket (day, week, or month).

(Current Required Qty) − (Current Approved Qty) = (Shortage/Overage)

Short/Over Rolling

Supplier Approved

This is the rolling cumulative total for overage or shortage across all buckets.

(Last Buckets Over/Under Rolling Total) + (Current Column Over or Under Value) = (Short/Over Rolling)

Proposed Apply Qty

Supplier Approved

This is the quantity that is updated to the live data (actual planned orders). The Apply process updates planned orders directly. However, you must perform purchase order updates manually.

This row type only appears when you click the Apply link on the schedule list.

Actual Shortage/Overage

Supplier Approved

This is the actual shortage or overage.

(Proposed Apply Qty − Actual Required Qty) = (Actual Shortage/Overage)

This row type appears when you click the Apply link on the schedule list.

Actual Short/Over Rolling

Supplier Approved

This is the rolling cumulative total for actual shortage or overage.

This row type appears only when you click the Apply link on the schedule list.

Previous Required Qty (previous required quantity)

• New

• Supplier Approved

• Previous

• History

This is the requested quantity on the last schedule that the scheduler dispatched to the supplier.

When you view the previous or history schedule, this row displays the final requested quantity for the schedule that is being reviewed.

Previous Approved Qty

• New

• Supplier Approved

• Previous

• History

This is the quantity on the last schedule that the supplier approved.

When you view the previous or history schedule, this row displays the final approved quantity for the schedule that is being reviewed.

Additional Qty Since Approved

• New

• Supplier Approved

This is the net change in requested quantity since the last approved schedule.

Current Required Qty

• New

• Supplier Approved

This is the current quantity on the requested schedule. The quantity includes any purchase order schedule lines and planned purchase orders.

(Previous Required Qty + Additional Qty Since Approved) = (Current Required Qty)

Pending Approval Qty

New (same as Dispatched on the scheduler's Workbench)

This is the quantity that the supplier is willing to provide. By default, it is the current required quantity. Once the schedule is approved, this row type changes to Current Approved Qty.

Current Approved Qty

Supplier Approved

This is the quantity that the supplier approved.

Shortage/Overage

• New

• Supplier Approved

This is the shortage or surplus that the scheduler will have if the pending approval quantity is accepted.

If the schedule status is approved, then:

(Current Approved Qty − Current Required Qty) = (Shortage/Overage)

If the schedule status is dispatched, then:

(Pending Approval Qty − Current Required Qty) = (Shortage/Overage)

Short/Over Rolling

• New

• Supplier Approved

This is the rolling cumulative total for the overage or shortage across all buckets.

(Last Buckets Over/Under Rolling Total) + (Current Column Over/Under Value) = (Short/Over Rolling)

Item Vendor

ITM_VENDOR

Items, Define Items and Attributes, Purchasing Attributes, Item Vendor

Establish and update prioritized item-supplier combinations. You can identify any number of vendors and track information (such as the vendor's item ID or status) for each item. You can also specify lead time, price, tolerance, and the vendor's priority level.

Item/Business Unit

ITM_CAP_GRP_BU

Purchasing, Supplier Schedules, Schedule Group, Item/Business Unit

Define a schedule group of vendor items.

Add Items

ITM_VND_BU_ATT_ADD

• Click the Add Multiple Items button on the Schedule Group page.

• Click the Add button on the Item/Vendor/BU attributes page (Item Definition).

Add a single item or multiple items to a schedule group.

Capacity

ITM_CAP_GRP_RANGE

ITM_CAP_RANGE

• Purchasing, Supplier Schedules, Schedule Group, Capacity

• Purchasing, Supplier Schedules, Schedule Item Attributes

  Click the Capacity link to access the Capacity page.

(optional) Define beginning and end dates and maximum capacity for suppliers. Indicates a supplier's ability to deliver the quantity for a particular time frame.

Flex

ITM_CAP_GRP_FLX

ITM_CAP_FLEX

• Purchasing, Supplier Schedules, Schedule Group, Flex

• Purchasing, Supplier Schedules, Schedule Item Attributes

  Click the Capacity link, then the Flex page tab.

Indicate the fences and tolerances for the supplier associated with the schedule group or item

Note. This page is available for scheduled items or groups only.

Schedule Group

Select the schedule group with which you want to associate items. When you click OK, the system assigns all selected items to this schedule group. The default value for this field is the group to which you are adding items.

However, this same add page can be accessed from the Item/Vendor/BU Attribute page and then you can select a schedule group to be associated with all items selected.

From Date and To Date

Enter the beginning and ending dates. Gaps can exist between capacity date ranges which indicates that no capacity check is to be done for that range of time.

Note. Dates cannot overlap.

Maximum Capacity

Enter the capacity that the supplier can fulfill for the time frame specified. Enter 0 if the supplier cannot supply any capacity during the range entered.

Note. Specifying a zero quantity in the Maximum Capacity field indicates that the supplier has no capacity during the time frame.

Fixed Fence Days or Firm Fence Days

Fixed: Enter the number of days from the start of the schedule that you consider to be the fixed period.

Firm: Enter the number of days after the Fixed period that you consider to be the firmed period.

Use Upside % and Percent

Select this check box and enter a percentage that determines the quantity above the baseline quantity that is considered acceptable during the fixed or firm period. If the quantity is changed above this tolerance, a violation is triggered.

Use Downside % and Percent

Select and enter a percentage that determines the quantity below the baseline quantity that is considered acceptable during the fixed or firm period. If the quantity is changed below this tolerance, a violation is triggered.

Check Fix Tolerances by

Select to indicate how to verify the upside or downside percentages. Options are:

• Day: The quantity cannot exceed the tolerance specified for any specific day.

  In the Scheduler's Workbench, the baseline quantity of the prior schedule for each day is compared against the actual quantities for each day to determine violations.

• Range: The quantity cannot exceed the tolerance for the whole range, regardless of each day's fluctuations.

  In the Scheduler's Workbench, the baseline quantity of the prior schedule for the range of days is summed and compared against the actual quantities for the range of days to determine violations.

Set to Approve

Select to approve any planned orders within the fixed or firmed period defined during the Apply process. (The Apply link on the Scheduler's Workbench appears after the supplier responds to a schedule). When using a purchase order as the delivery mechanism this enables additional releases against the blanket order while reconciling supplier feedback.

Set Status to Firm

Select to set the planned order status to Firm within the fixed or firmed period defined during the Apply process.

Set to Frozen

Select to freeze planned orders within the fixed or firmed period defined during the Apply process.

Item/Vendor/BU attributes

ITM_VND_BU_ATTR

Purchasing, Supplier Schedules, Schedule Item Attributes, Item/Vendor/BU attributes

Use this page when you intend to maintain schedules at the item level versus group level.

Prior to defining schedule attributes for an item, the item must have purchasing attributes as well as Inventory business unit attributes defined.

1. Define an item as a scheduled item.

2. Select the appropriate Inventory business unit.

3. Select the Schedule Item option to indicate that this item is available to be used to build a supply schedule.

4. Select a Schedule Priority to indicate the priority ranking of the scheduled item.

Vendor SetID, Vendor ID, and Location

These fields are default values from the Item/Business Unit page for the vendor and vendor location that you are adding items.

Consigned items only

Select to retrieve only the items that are consigned.

Search

Click to retrieve the information based on the selection criteria.

OK

Click to add the selected items to the schedule group or to the schedule item grid and to return to the Group definition page or Item/Vendor/BU attributes page.

Group

Select the appropriate existing schedule group, if you want to associate the item to a group.

Capacity

Click to access the Capacity and Flex pages, where you can view and change the maximum quantity and fixed and firmed periods for the vendor. If a group is specified, the Capacity link will take you to the capacity or flex information for the group.

Note. If no group is specified for the item, click the Capacity link for capacity or flex information for the item.

See Defining and Maintaining Schedule Groups and Related Information.

Schedule Item

Displays whether the item is currently enabled for collaborative planning schedules.

Schedule Priority

Displays the priority for each item. This field is also used to filter the items for the schedule that you are creating. For example, you might collaborate on a high-priority item first.

Buyer

Displays the buyer for each item. The system uses the buyer associated to the schedule item for workflow notifications and email notifications when the supplier approves a schedule.

VMI Item (vendor-managed item)

Select to indicate that inventory for this item is managed by the supplier, and that you intend to make available quantity on hand for this item to the supplier by using an internet browser. Since quantity on hand displayed to the supplier is at the Inventory business unit level, PeopleSoft assumes this item is single-sourced to one vendor.

Due Date

Displays the date that the purchase order schedule line or planned purchase order is due.

When you add a new planned order, the default due date relates to the period duration. If the period duration is Week, then the default due date is the first valid receiving date for that week, beginning on Sunday. If the period duration is Month, then the default due date is the first receiving day of the month. If the period duration is Day, then the default due date is the date to which you navigate. The receiving days are defined in the closure calendar.

Time Due

Enter the time that the purchase order schedule line or planned purchase order is due. This is an optional field. The default is blank.

Quantity

Displays the current quantity required for the PO schedule line or the planned PO. This number can be changed.

Scheduler's Workbench - Selection Criteria

PO_BUY_SEL

Purchasing, Supplier Schedules, Scheduler's Workbench, Selection Criteria

Retrieve schedule data.

Scheduler's Workbench - List

PO_BUY_LIST

Click the Search button on the Scheduler's Workbench - Selection Criteria page

View all the items or groups that can have a schedule built.

Scheduler's Workbench - Summary

PO_BUY_ITEM_SUM

Click the item ID or group link on the Scheduler's Workbench - List page.

View, edit, and build a schedule.

Comments

PO_BUY_ITM_COMMENT

Click the Edit Comment link on the Scheduler's Workbench - Summary page.

View or edit comments. Both the scheduler and supplier can use this page.

Build Schedule Options

PO_BUILD_RUN_SP

Click the Build button or the Rebuild button on the Scheduler's Workbench - Summary page.

Build and dispatch a schedule.

Email Message

WV_PE_EMAIL

Click the Send E-mail link on the Summary page.

Send an email message to the supplier or to internal employees.

Vendor, Vendor ID, Vendor Location, and SetID

Select to specify the selection criteria. Use these fields if you are creating or modifying a schedule created by item or group.

IN Unit (inventory unit) Category, and Schedule Priority

Select these additional filter options when you create or modify a schedule by item.

Item ID

Select when you create or modify a schedule by item. The Item ID field appears in the Filter group box if you are creating a new schedule by item.

In addition, select to include items that are not associated with a schedule group.

Group

Select to filter based on schedule group. The Group field appears in the Filter group box if you are creating a new schedule by group.

Only groups with scheduled items are available for selection.

Show Schedules with Capacity Violations only

Select to include any schedules that have capacity violations. A capacity violation occurs when any capacity period overlaps with any portion of the schedule and the schedule is over capacity (more cumulative PO and planned quantities exist than the capacity allows).

Show Schedules with Flex Violations only

Select to include any schedules that have flex violations. A flex violation occurs when the actual schedule values (PO and planned quantities) exceed the upside or downside percentage of baseline quantities for the specific day or range of days. The baseline values used are the approved quantities from the previous schedule.

Pre-Load Capacity/Flex data

Select to pre-load or calculate all the capacity and flex information for the search criteria. This option is applicable only if you are not selecting capacity violations or flex violations. Selecting this option will help improve performance when going back and forth from the List page to the Summary page for multiple schedules. Otherwise, once you are on the Summary page, you can calculate the capacity and flex information for each schedule one at a time.

Search

Click to retrieve the selected criteria.

Group

Click the Group link to access the Scheduler's Workbench - Summary page.

For New schedules: If the Group option is selected, the system lists all schedule groups available for schedule creation. This includes groups that have no schedules as well as those where the last schedule is in the Approved status.

Item ID

Click an item ID to access the Scheduler's Workbench - Summary page.

For New schedules: If the item option is selected on the Scheduler's Workbench - Selection Criteria page, the system lists all items that do not belong to a schedule group and are available for schedule creation. This includes items that have no schedules as well as those where the last schedule is in the Approved status.

When working with a new schedule and if you are satisfied with the actual required quantities for the suppliers, click this button to display the Build Schedule Options page which enables building and dispatching the schedule online.

Calculate Capacity/Flex

Click the Calculate Capacity/Flex button to calculate the capacity for this schedule. If the capacity and flex information has already been calculated, this button will change to Recalculate Capacity/Flex. As changes are made to the item details, the capacity/flex information is NOT automatically updated. Clicking this button will save any pending detail changes and recalculate the capacity and flex information.

This red box denotes that there is a violation. Clicking the Calculate Date button will generate the date on which the violation first appears. If the date is within the schedule being maintained, it becomes a link that you can click which takes you to the actual bucket containing this date.

Actual Qty (actual quantity)

This column includes the PO schedule quantities for open and closed POs, and planned orders for the date range of the capacity bucket. This actual quantity is compared against the capacity quantity identified if you are ordering over the agreed upon supplier capacity.

In Apply mode, this quantity can be changed to compare against the proposed quantities so that you can simulate changes prior to applying changes to the schedule.

Note. On the supplier side, the capacity quantity will be compared against the pending approval quantity so that a supplier can view capacity to suggested changes on the supplier side.

Date Exceeded

If there is a capacity violation, you can click the Calculate Date button to generate the exact date when the quantity exceeded the defined capacity quantity. If the date falls within the schedule start and end range, then the date will be a link that will enable you to navigate into the corresponding bucket (period) containing that date in the Actual Required Qty row type.

Date

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

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

Start Date or End Date

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

Baseline Qty (baseline quantity)

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

Actual Qty (actual quantity)

The current actual quantity (planned orders and POs) for the given day or range.

Over/Under Flex Qty (over or under flex quantity)

This column displays the difference between the actual quantities and the baseline quantity ± Flex upside or downside quantity (quantity over or under the flex).

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

Maximum Upside Qty (maximum upside quantity)

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

Minimum Downside Qty (minimum downside quantity)

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

Upside (Delta) Qty (upside delta quantity)

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

Downside (Delta) Qty (downside delta quantity)

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

Over/Under Baseline %

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

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

IN Unit and Item

These fields are used to filter the details to display only one particular item (from within the group) and its related information. In addition, these values can be used as defaults when adding new planned orders into the grid for a specific Inventory business unit or item.

Total Quantity

This display-only field reflects the total quantity for the specific Inventory unit and the item.

Refresh button

This button uses the filters entered (IN Unit and Item) to filter the rows that show appear in the detail section. It also refreshes the total quantity for the specific time period and based on the IN Unit and Item values.

PO No.

Displays the purchase order ID that you include in the schedule. For a planned purchase order, the order ID will be blank, and the Type column will be New.

Due Date, Time Due, and Quantity

Enter values for these fields.

Frozen

If this check box is selected, then the order or operation is frozen, and Supply Planning does not automatically reschedule the line.

Approved

If this check box is selected, the planned PO is approved and is ready to be converted to a purchase order. (Behaves the same as if you had approved the line on the Receive Purchase Messages page.)

Plan Status

The status of the planned purchase order. Options are Canceled, Firmed, and Planned. If you add a new planned purchase order, the default value is Planned. If the row is a PO, this field is blank.

If the status of a planned order is Canceled, Supply Planning deletes the order during the next planning cycle and prevents the row from appearing in the workbench. If the status of a planned order is Firmed, Supply Planning retains the planned purchase order.

Vendor ID and Vendor Location

Enter a new vendor ID or location here if necessary. These fields can be used to push required quantities between vendors schedules. The system updates the total quantity when you click the Update button. Once you move a quantity to a new vendor ID or location, you must maintain the schedule separately for the alternative vendor or location.

Dispatch Flag

Select to determine how the system dispatches the schedules to the supplier. Options are:

• Email: You must enter the dispatch email address of the supplier.

• Other: You can notify the supplier by telephone, fax, or some other means of communication.

Dispatch Email Address

Enter the email address of the supplier. By default, the field contains the email address for the ordering location of the vendor. If the field is blank, then the Dispatch process cycles through all vendor locations associated with all purchase orders for the schedule and concatenates all the ordering locations' email addresses together.

Scheduler's Email Address

Enter the email address of the scheduler. This email address is the default when the supplier sends an email.

The email address is also used to send a notification to the scheduler when the supplier approves the schedule. If the schedule group or item has a buyer ID associated to it, the email address defined for this buyer ID will be used as the default.

Email Subject

Enter the subject of the email. The default is View Supplier's Schedule.

Message

Enter the text of the message. The message text includes a link to the Scheduler's Workbench - Summary page. For the supplier to access that page, you must first grant the supplier security permissions.

Scheduler's Workbench - Selection Criteria

PO_BUY_SEL

Purchasing, Supplier Schedules, Scheduler's Workbench, Selection Criteria

Retrieve current schedule data by selecting the Maintain Current Schedules option.

Scheduler's Workbench - List

PO_BUY_LIST

Purchasing, Supplier Schedules, Scheduler's Workbench, List

View all the schedules that match the criteria.

Scheduler's Workbench - Summary

PO_BUY_ITEM_SUM

Click the link for an item ID or group on the Scheduler's Workbench - List page.

View, edit, and rebuild a schedule.

Comments

PO_BUY_ITM_COMMENT

Click the Edit Comments or Previous Comments link on the Scheduler's Workbench - Summary page.

View or edit comments. Both the scheduler and supplier can use this page.

Build Schedule Options

PO_BUILD_RUN_SP

Click the Build button or the Rebuild button on the Scheduler's Workbench - Summary page.

Build and dispatch a schedule.

Email Message

WV_PE_EMAIL

Click the Send E-mail link on the Scheduler's Workbench - Summary page.

Send an email message to the supplier or to internal employees.

Current Standard Quantity

Displays the current required quantity based on the standard UOM.

Original Due Date

Displays the original due date of the purchase order schedule line or the planned purchase order.

Original Due Time

Displays the original due time of the purchase order schedule line or the planned purchase order.

Rebuild

Click to rebuild if the schedule has the status Dispatched, Current, or Approved. If you rebuild a schedule that has been previously dispatched, the system overwrites the dispatched schedule. The same start and end dates are used for the schedule.

Dispatch

Click to build if the schedule has the status of Current. If the status is Current, the schedule has not yet been dispatched to the supplier.

OK button

Click to dispatch the schedule.

Cancel

Click to cancel dispatching the schedule.

Scheduler's Workbench - List

PO_BUY_SEL

Purchasing, Supplier Schedules, Scheduler's Workbench, Selection Criteria

Select View Past Schedules on the Selection Criteria page and click Search.

View all the items with the status Previous or History.

Scheduler's Workbench - Summary

PO_BUY_LIST

Click a link for a previous approved quantity on the Scheduler's Workbench - Summary page.

View past schedules.

Build Schedule

PO_BUILD_COLLAB

Purchasing, Supplier Schedules, Build Schedules, Build Schedule

Build multiple schedules based on selection criteria and, if you want, dispatch the schedules.

Schedule Start

Enter the number of days before or after the current date for the starting date of the schedule. Enter a negative number for days before or a positive number for days after the current date. Enter 0 if you want the schedule to start on the current date.

From Date

Displays the starting date of the schedule. The system calculates this date by adding the value in the Schedule Start field to the current date.

Number of Periods

Enter the number of periods in the schedule. The maximum number is 52.

Period Duration

Select the length of time used to establish the periods. Values are Day, Week (the default), and Month. When you specify the number of periods, the system uses this duration.

To Date

Displays the last date for which the system collects schedule data. The system calculates this date based on the values for number of periods, period duration and from date.

Include PO Data (include purchase order data)

Select to have the system include both purchase order data and planned purchase order data. If the check box is deselected, only planned purchase order data is included in the schedule.

Dispatch Schedule

PO_BUILD_COLLAB

Purchasing, Supplier Schedules, Dispatch Schedules, Dispatch Schedule

Dispatch multiple schedules to the supplier. Display all the schedules that are pending dispatch.

Method

Select the method for the dispatch. Options are Email and Other, which includes telephone, fax, or other method. If you select Email, then you must enter the supplier's email address.

Email Address

Enter the email address of the supplier. If the field is blank, then the Dispatch Multiple Supply Schedules process cycles through all vendor locations associated with all purchase orders for each schedule, and it concatenates all the ordering locations' email addresses together.

You can override the concatenated email addresses and enter a specific email address for the notification.

Delete Schedules

PO_COLLAB_CLEANUP

Purchasing, Supplier Schedules, Delete Schedules, Delete Schedules

Delete multiple past schedules based on aging relative to the current date.

Approve Schedules - Select Vendor

WV_SS_VND_LIST

Manage Supply, Approve Schedules, Select Vendor

Select the vendor for whom the schedule is maintained.

A supplier clicks a vendor name to access the Filter Options page and enter search criteria for the schedule item. If only one vendor ID is associated with the user ID, the Select Vendor page does not appear. Instead, the supplier accesses the Filter Options page directly.

Approve Schedules - Filter Options

PO_BUY_SEL

• Manage Supply, Approve Schedule, Selection Criteria

• Click a vendor ID link on the Select Vendor page. If the user is associated to only one vendor, the user will go directly to Filter Options page.

Narrow the list of items for which the supplier maintains a schedule.

Define selection criteria to determine the type of schedule (current or past) to review.

Approve Schedules - Schedule/Item List

PO_SS_COLLITM_LIST

Select Maintain Current Schedule on the Filter Options page then click Search.

View all the items that have been dispatched from the scheduler and those that were previously approved.

Approve Schedules - Summary

PO_BUY_ITEM_SUM

Click an Item ID or Group link on the Schedule List page

View, edit and approve a schedule.

Approve Schedules - Comments

PO_BUY_ITM_COMMENT

Click the Edit Comment link on the Summary page to maintain or add new comments.

Click the Previous Comments link on the Item summary page to view comments from the previous schedule.

View or edit the comments. Both the scheduler and the scheduler can use this page.

This red box denotes that there is a violation.

Actual Qty (actual quantity)

This column displays the pending approval quantity values for the specific range. This compares the defined capacity quantity against the actual data.

Date Exceeded

If there is a violation for this row type, you can click the Calculate Date button to generate the exact date when the quantity exceeded the defined capacity quantity. If the date falls within the schedule start and end range, then the date will be a link that enables you to navigate into the corresponding bucket (period).

Date

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

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

Start Date or End Date

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

Baseline Qty (baseline quantity)

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

Actual Qty (actual quantity)

The pending approval quantity for the given day or range.

Over/Under Flex Qty (over or under flex quantity)

This column will display the difference between the actual quantities and the baseline quantity ± Flex upside or downside quantity (quantity over or under the flex).

This value is highlighted if the Flex has been exceeded for fixed or firmed ranges. This value indicates how far over or under the acceptable flex quantity the buyer is for that specific date. This value is 0 if the buyer is within the flex tolerance quantity. This value is useful to indicate the quantity that needs to be adjusted to meet flex requirements.

Maximum Upside Qty (maximum upside quantity)

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

Minimum Downside Qty (minimum downside quantity)

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

Upside (Delta) Qty (upside delta quantity)

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

Downside (Delta) Qty (downside delta quantity)

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

Over/Under Baseline %

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

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

Approve Schedules - Select Vendor

WV_SS_VND_LIST

Manage Supply, Approve Schedules

Select the vendors whose Kanban requests you want to review.

Approve Schedules - Filter Options

PO_BUY_SEL

• Manage Supply, Approve Schedules, Filter Options

• Click a vendor ID link on the Approve Schedules - Select Vendor page. If the user is associated to only one vendor, this link goes directly to the Filter Options page.

Narrow the list of schedules for which the supplier maintains a schedule.

Approve Schedules - Schedule/Item List

PO_SS_COLLITM_LIST

Select the View Past Schedules button, enter a date range, and click the Search button on the Filter Options page.

View all the schedules with a status of Previous or History.

Approve Schedules - Item Summary

PO_BUY_ITEM_SUM

Click an Item ID or Group link on the Approve Schedules - Schedule/Item List page.

View past schedules.

Calculate

Click to calculate the new Proposed Apply quantity for the affected row types. The system does not update the data until you click the Update button.

Update

Click to update the quantities on the Scheduler's Workbench - Summary page for the affected Required Actual Quantity (planned orders). Actual quantities are updated to match the Proposed Apply quantities.

Note. The Update button can be clicked only once within Apply mode for a schedule.

Apply

Click this link next to an schedule with the status Supplier Approved on the Scheduler's Workbench - List page. After you apply the changes, the link is no longer visible on the item list.

Total Quantity

Displays the running total based on the selected action, planning status, the actual (or live) data quantity or the collaborated quantity. If the action is Collab, the collaborated quantity is used. If the action is Ignore or the planning status is Canceled, no quantity is added to the total. The Total Quantity field is updated when you click the Calculate button after modifying any proposed quantities in the detail page.

Chg (change)

Rows marked as Chg (change) are used to identify which rows have changes since the initial schedule was dispatched to the supplier. Displays whether a change has taken place in the quantity or date and time by the supplier, scheduler, or planning since the schedule was dispatched.

Quantity

Represents the quantity used for the actual data. If the planning status is not Canceled, the quantity cannot be 0.

You can change this quantity for PO-related lines to reflect related impact on the schedule. However, purchase order changes are always made manually.

Collab Due Date (collaborated due date)

Displays the due date of the collaborative quantity.

Collab Time Due (collaborated time due)

Displays the time due of the collaborative quantity.

Collaborated Qty (collaborated quantity)

Displays the agreed upon or proposed quantity changes from the supplier.

Scheduler's Workbench - Selection Criteria

PO_BUY_SEL

Purchasing, Supplier Schedules, Scheduler's Workbench, Selection Criteria

View a list of items that have been approved by the supplier. These items must have the status Supplier Approved.

Scheduler's Workbench - List

PO_BUY_LIST

Click Search on the Scheduler's Workbench - Selection Criteria page.

Select a supplier approved schedule to apply changes.

Scheduler's Workbench - Summary

PO_BUY_ITEM_SUM

Click the Apply link for a schedule with the status Supplier Approved on the Scheduler's Workbench - List page.

Review and modify the proposed apply quantity. Determine which type of data to select based on the selected action.

Action

Select to indicate the action to take for the specific row during the update of actual planned orders. The action defaults are based on the assumptions made in the apply process. Generally, if collaborative changes have been made on the supply side only, the system uses Collab. If changes have been made to both the live data (on the scheduler side), the system uses the action Actual by default. Values are:

• Collab: The system replaces the actual planned data with the collaborated data (due date, time, and quantity).

  When the supplier adds a new quantity, the new rows appear as Collab, and the system adds the new planned orders.

• Actual: Actual data represents an existing planned order in the system.

  Actual data can be modified and applied. Rows marked with the Actual action retain the date, time, and quantity values for the planned order. However, if the data was changed in the Apply Details, the changed data is applied to the planned order.

  You can also use the Actual action if you do not want to use the collaborated data. In this case, you would change the action from Collab to Actual, and enter the revised data in the Due Date, Due Time, and Quantity fields. The system uses this data instead of the collaborated data to update the planned order.

• Ignore: The system does not process the row.

  For example, if the supplier suggests a new quantity (new planned order), you can select this value so that the planned order is not created.

• Manual: You use this action for collaboration on a real purchase order. You can use this action to perform what-if scenarios on the quantity, but the system does not update the purchase orders.

Planning Status, Frz (frozen), and Aprv (approved)

When you click the Update button, the planned orders are updated with these values. The values apply to rows with the action Actual or Collab selected. For example, the supplier might request a new planned quantity in the fixed period which appears to the buyer as a Collab row. If the buyer leaves the action as Collab and selects Aprv, when the Update button is clicked, the new approved planned quantity is added to the system which, once processed, will result in a new purchase order schedule line for the item.

Note. Depending on the settings for group or item, when you click the Update button, the planned orders for the appropriate number of days in the fixed or firmed period will be automatically set to Approved, Firmed, or Frozen. Approved orders are approved for new purchase orders. Frozen and Approved settings identify the planned orders so that subsequent Supply Planning runs will honor these settings (they won't be rescheduled).

See Defining Fixed or Firmed Attributes.

No change in actual data.

No change in collaborated data.

Actual

No changes made by scheduler or supplier, so the system leaves the data intact.

No change in actual data.

Change in collaborated data.

Collab

The system applies the supplier changes to the schedule.

Change in actual data.

No change in collaborated data.

Actual

The actual planned orders changed because the schedule was dispatched. The system keeps the actual planned orders intact.

Change in actual data.

Change in collaborated data (excluding date changes).

Actual

The actual planned orders changed because the schedule was dispatched. The system keeps the actual planned orders intact and disregards the supplier's changes

Changes in actual data.

Change in collaborated data (date changes).

Actual and Collab

Two rows appear: one with the action Actual for the changes on the actual side and the other with the action Collab for the changes on the supply side. The system keeps track of both changes, because both changes may be important, and they may need to be reconciled.

Add a new planned purchase order.

Not applicable.

Actual

The new planned order was added because the schedule was dispatched. The system keeps the actual planned order.

Not applicable.

Add a new planned purchase order.

Collab

Supplier suggested a new quantity. The system applies supplier's changes to the schedule.

Index

A

Type

User

Uniq

N

Clust

N

Custom Order

Y

Platfm

All

Key Fields

BUSINESS_UNIT_IN

Asc

SEQ_NBR

Asc