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 |
---|---|---|
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. |
|
PL_MESS_RPT2 |
Select the production update reporting options for the Planning Updates report. |
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PL_MESS_RPT3 |
Select the purchasing and order management update reporting options for the Planning Updates report. |
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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:
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:
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:
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:
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. |