The topic describes the Process Planning reports.
This chapter covers the following topics:
Planning Detail Report gives you the option to generate a combination of reports or individual reports, with an option to change the format of the final output report.
Navigate to the GMP Planning Detail Report window.
Parameters
Select an Organization. You can either select a single organization or "All". If you select "All", then all the organizations in the plan are considered in the report.
Enter the Report Start Date. Default is the Plan Start Date. It is the day from which the data must be displayed in the report.
Enter the Days, Weeks, and Periods. Default values are copied from the Plan. The report displays the data for the number of days as mentioned in the "Days" parameter. Then the data displays in weeks according to the parameter passed. After the weeks, the data is grouped in periods and the data for the number of periods mentioned in the parameters displays.
Enter the first, second, and third sort. This defines the way to sort the output.
Enter an Exception Type that corresponds to the display of exceptions in the report.
Enter the range of planner (Planner From/To).
Enter the range of the buyer (Buyer From/To).
Enter the item range (Item From/To).
Enter the Category Set.
Enter the range of categories (Categories From/To) in the mentioned category set.
Enter the ABC Assignment Group.
Enter the ABC Class based on the ABC assignment group.
Enter the Horizontal Display Factor by which all the data must be scaled down in case of horizontal display.
Enter Yes or No to Include Items With No Activity in the calculation.
Enter Yes or No to Include Phantom Items in the calculation.
Enter Yes or No to Include Completed Jobs in the calculation.
Enter the Cutoff Date till which the transactions must be considered to calculate the reporting data. This is different from the end reporting date, which is calculated based on the report start date and total reporting period as mentioned in the days, weeks, period parameters.
Select Combined PDR:
Yes: The LOV for Combined PDR gets enabled. You can select the XML template for combined PDR. You must individually select "Yes" for the various components such as Horizontal, Vertical, Action, and Exception. A single report displays the selected components.
No: The LOV for Combined PDR gets disabled. You must individually select "Yes" for the various components such as Horizontal, Vertical, Action, and Exception and also the corresponding XML templates. Single/multiple reports display for each selected component.
Click Submit Request.
To submit another request, select Yes. If you are submitting a request set, then a Request ID is assigned to the set and to each request in the set.
To register a new template
You must select a corresponding RTF template for getting a PDF output in the desired format. You have the option to register new templates in RTF format if you want the report in new format.
Create a new template with .RTF extension and save it in the local machine. For example, c:\PDR_NEW.rtf.
Navigate to the XML Publisher Administrator responsibility from the E-Business Suite Homepage.
Select Templates.
Click Create Template.
Enter a Name for the template.
Enter a Code for the template. This code is utilized if the template is used within some other template as a sub template.
Select the Application as Process Manufacturing Process Planning.
Select the Data Definition name as PDR_PDF.
Select Type as RTF.
Select Start Date and End Date for the period in which the template must be active for publishing the report.
Leave the End Date blank in case the template must not be obsoleted in future. You can add an End Date later if the template is to be obsoleted.
Select Sub template for generating vertical report, horizontal report, action messages, and the exception messages report. For Overall PDR report template, do not select Sub template.
Write a suitable Description for the template.
Browse for the new template file in the Template File region. In the present example, it is c:\ PDR_NEW.rtf.
Select a Language and Territory for the template.
The templates to choose from are filtered on the basis of language and territory at the time of final request submission.
Click Apply.
The resource dispatch report is used at the shop floor to provide the latest information on the resource usages for the existing batches as well as the schedule for the resource usage based on the suggestions from the APS planning engine. You can print the report considering both the planned and actual resource usage or only the planned resource usage. The report displays the material consumed and yielded out of the resource.
The resource dispatch report is generated from the concurrent request submission window. The parameters considered include From Organization, To Organization, From Resource, To Resource, From Date, and To Date.
For the resource dispatch report for planned data, additional parameters are required: Plan Name and Instance Code.
Like the MPS Material Activity report, this report lists pending transaction information for a single item in one or more warehouses. However, the previous report listed individual pending transactions for the item in chronological order.
The MPS Bucketed Material report shows aggregate supply and demand information for the item, grouped into categories (such as purchase order receipts and planned production). The aggregate supply and demand for the item in each category is listed, rather than the individual transactions. For example, if you plan for an item used in 50 formulas and in 30 batches per day, the Bucketed Material Report can show you the total demand for the item by day, by week, and so forth.
Also, while the MPS Material Activity report lists transactions in chronological order, the MPS Bucketed Material report is generated on a time bucket-based format. OPM lists all pending supply and demand for an item, aggregated by day, week, or whatever buckets you defined on your schedule. OPM can thereby list net safety stock requirements for any point in time.
The time buckets are the ones you established for the schedule on the MPS Schedule window. In the time buckets you established, OPM compiles all sources of supply and demand.
You must associate a Planning Class to your user and to each item you wish to have print on a report. If no associations are made the reports will not print any data.
Navigate to the Bucketed Material window.
Organization displays the default organization assigned to the user (planner). If you have planning interests in more than one organization, you may override this default with another organization code (that is, one that has been linked to the Planner on the User Organization window, also in the System application).
Schedule is the default schedule parameters code assigned to the current user displays, along with the corresponding schedule parameters description. You may enter a different schedule parameters code, as necessary. The organization code and the schedule parameters code are both required to identify the schedule parameters that were used to generate the MRP run for which you are inquiring on material activity.
Enter the Planning Class code associated to the schedule for which you ran MRP.
Enter the Buyer/Planner: code associated to the schedule.
Enter Item code for which you want to review material activity. Required.
Enter the For Organization organization. A schedule can have multiple organizations linked to it. Enter the specific organization for which you want to see MPS Bucketed Material Activity.
Select the Critical Item box if you want to flag critical items.
Demand Components
Select Independent to indicate that sales orders and sales forecasts (imported from systems outside of OPM) are the independent demand components.
Select Dependent to indicate that the scheduled ingredient (Sched Ingred) demand comes from batch tickets, and firm ingredient (Firm Ingred) demand comes from firm-planned orders.
Total indicates the combination of all independent and dependent demand.
Supply Components
Open Purchase Orders represents purchase order receipt quantities (PO Receipts) are created by open purchase orders.
Req Receipts indicate that the required resceipts.
Firm Scheduled indicates that the scheduled supply (Sched Firm) of the item from batch tickets.
Planned Production represents the pending supply of the item from both firm-planned orders and MRP-planned orders (Plnd Prod).
Submit the report.
The information entered here will also print on the cover page.
At the end of each time bucket, OPM refers to the opening balance of the item, then uses the supply and demand information to produce an ending balance (Ending Bal) for the time bucket. OPM then compares the ending balance to the safety stock level for the item to determine the net safety stock requirements (Net SS Reqmt).