Creating PeopleSoft Supply Planning Updates Reports

After you run the Post Updates process, you can create a report to display a list of updates from the planning engine, based on the selection criteria. On the Planning Updates report, you can review the new and changed orders generated by the Post Updates process for PeopleSoft Purchasing, Production, Inventory, and Order Management.

Note: PLS4011.SQR generates the output for the Planning Updates report.

Page Name

Definition Name

Usage

Planning Updates Page

PL_MESS_RPT

Define the search criteria for the Planning Updates report, which enables you to review a list of planning updates generated by PeopleSoft Supply Planning.

Production Page

PL_MESS_RPT2

Select the production update reporting options for the Planning Updates report.

Purchase/Sales Page

PL_MESS_RPT3

Select the purchasing and order management update reporting options for the Planning Updates report.

Transfers/Stock Requests Page

PL_MESS_RPT4

Select the inventory update reporting options for the Planning Updates report.

Use the Planning Updates page (PL_MESS_RPT) to define the search criteria for the Planning Updates report, which enables you to review a list of planning updates generated by PeopleSoft Supply Planning.

Navigation:

Supply Planning > Commit Plan > Planning > Planning Updates Report

Field or Control

Description

Plan Unit Group

Define the criteria to include only updates for a specific plan unit group code.

Planner Code

Define the criteria to include only updates for a specific planner.

Item ID

Define the criteria to include updates associated with specific items.

Run

Click to access the PeopleSoft Process Scheduler page, where you can initiate the process to generate the Planning Updates report.

Message Type

Field or Control

Description

Planned

Select to include planned supply orders.

Reschedule

Select to include rescheduled orders.

Canceled

Select to include canceled orders.

Substitute

Select to include production updates for component substitutions.

Qty Change(quantity change)

Select to include changes in the planning quantity as part of the Planning Updates report.

Report Options

Field or Control

Description

Production

Select to include production updates on the report.

Stock Requests

Select to include stock request updates on the report

Transfers

Select to include inventory transfer updates on the report.

Purchases

Select to include purchasing updates on the report.

Sales Orders

Select to include sales order updates on the report.

Quotations

Select to include quotation updates on the report.

Buying Agreements

Select to include buying agreement updates on the report.

Status

Field or Control

Description

Unapproved

Select to include updates that were not approved in a previous review sessions or using the Post Updates process.

Expedite

Select to include updates that are required before the planning time fence for the item.

Approved

Select to include updates that were previously approved but not processed.

Accepted

Select to include updates that are required after the planning time fence but before the action message cutoff fence for the item.

Processed

Select to include updates that were previously approved and applied to the transaction system

Cutoff

Select to include updates for items that have updates beyond the action message cutoff fence defined for the item.

Tolerance

Select to include reschedules that occur within an interval bound by the reschedule in and out factors defined for the item. The system reports all of the orders rescheduled outside of the tolerance. Select Within Tolerance to report orders which are inside of tolerance.

Open Pegs

Select to include updates to orders that are pegged to unfulfilled demand.

No Open Pegs

Select to include updates to orders that are not pegged to unfulfilled demand

Use the Production page (PL_MESS_RPT2) to select the production update reporting options for the Planning Updates report.

Navigation:

Supply Planning > Commit Plan > Planning > Planning Updates Report > Production

Order Status

Field or Control

Description

Entered

Select to include updates for entered orders.

Firmed

Select to include updates for firmed orders.

Released

Select to include updates for released orders.

In Process

Select to include updates for orders in process.

Production Class

Field or Control

Description

Schedules

Select to include production schedules.

Production IDs

Select to include production IDs.

From/To

Define the criteria to include only those updates within the specified date range.

Use the Purchase/Sales page (PL_MESS_RPT3) to select the purchasing and order management update reporting options for the Planning Updates report.

Navigation:

Supply Planning > Commit Plan > Planning > Planning Updates Report > Purchase/Sales

Purchases

Field or Control

Description

Release Date From/To

Define the criteria to include only those updates within the specified date range.

Due Date From/To

Define the criteria to include only those updates within the specified date range.

Sales Orders

Field or Control

Description

Scheduled Ship Date From/To

Define the criteria to include only those updates within the specified date range.

Buying Agreements

Field or Control

Description

Scheduled Ship Date From/To

Define the criteria to include only those updates within the specified date range.

Use the Transfers/Stock Requests page (PL_MESS_RPT4) to select the inventory update reporting options for the Planning Updates report.

Navigation:

Supply Planning > Commit Plan > Planning > Planning Updates Report > Transfers/Stock Requests

Transfers

Field or Control

Description

Destination Unit

Specify a destination business unit to include only updates from that unit.

Destination Planner Code

Specify a destination planner code to include only updates from a specific destination planner.

Scheduled Ship Date From/To

Define the criteria to include only those updates within the specified date range.

Scheduled Arrival Date From/To

Define the criteria to include only those updates within the specified date range.

Stock Requests

Field or Control

Description

Scheduled Ship Date From/To

Define the criteria to include only those updates within the specified date range.