Creating Supply and Demand Analysis Reports

This topic provides an overview of PeopleSoft Supply Planning supply and demand analysis reports, and discuss how to define criteria for the Detail Resources report.

Page Name	Definition Name	Usage
Planned Slow Moving Inventory Report	PL_SLOWMOVG_REQ	Generate a report for a specified planning instance that lists items with on-hand inventory and little or no demand. Understanding PeopleSoft Supply Planning Supply and Demand Analysis Reports
Excess Stock Report	PL_XSTOCK_REQ	Generate a report listing the quantity and value of on-hand stock levels that are above the excess and safety stock levels at period end. Understanding PeopleSoft Supply Planning Supply and Demand Analysis Reports
Projected Stock Out Report	PL_STOCKOUT_REQ	Generate a report that calculates the date at which an inventory level will fall to zero (or near zero). Understanding PeopleSoft Supply Planning Supply and Demand Analysis Reports
Planning Reschedule Report	PL_RESCHED_REQ	Generate a report that lists all of the reschedule messages, including production, PO, transfer, sales order and quote, buying agreement, extra demand, and stock request messages. Understanding PeopleSoft Supply Planning Supply and Demand Analysis Reports
Detail Resources Page	SPL_DETAIL_RES_REQ	Generate a report that lists the number of machines, crews, and tools used in a production process.

PeopleSoft Supply Planning delivers these supply and demand analysis reports:

Slow Moving Inventory Report

The Slow Moving Inventory report highlights items that you have on hand but for which there is little or no demand. The report also includes inventory valuation. When you run this report, the system selects those items that meet the specified criteria (within the selected range). The system will print the number of inventory transactions, the demand value transacted per item, and the number of units transacted.

The Slow Moving Inventory report displays planned and actual supply and the on-hand quantity that existed at the time that the planning instance was last loaded into PeopleSoft Supply Planning, but it ignores closed and canceled supply and demand.

Excess Stock Report

The Excess Stock report highlights the quantity and value of on-hand stock levels above the excess and safety stock level at period end (within the date range that you specify). This report assists the financial planner interested in the stock levels and stock value above the defined excess and safety levels.

A safety level is the preferred level to which you want to increase stock when you violate the safety stock level. For example, suppose that stock falls below 45, then you might want to create enough supply to bring the level up to 100. Excess level is the preferred level to which you want to decrease stock when you violate the excess stock limit. For example, suppose that stock rises above 10,000, you can bring it down to 7,500.

You can define safety and excess limits on the Define Business Unit Item - Planning: Fences/Lead Time page and on the Stocking Periods page. The system uses the safety and excess values that you define on the Define Business Unit Item component as default values if you do not define those values on the Stocking Periods page.

Projected Stock Out Report

The Projected Stock Out report calculates the date at which an inventory level will fall to zero (or near zero), based on actual and planned demand and actual supply.

Reschedule Report

The Reschedule report displays all of the planned reschedules, including transfers, production, POs, and sales orders, within a selected date range and for a specific planning instance.

Detailed Resources Report

The Detailed Resources report provides visibility to detail resources—machines, crews, and tools—within a planning instance. Use this report to review detail resource usage based on scheduled and planned production. Using this report, you can review the maximum usage of a machine, crew, or tool for any period of time.

Use the Detail Resources page (SPL_DETAIL_RES_REQ) to generate a report that lists the number of machines, crews, and tools used in a production process.

Navigation:

Supply Planning > Solve Plan > Reports > Detail Resources

Report Print Options

Field or Control	Description
Print Option	Values are: Resource Summary: Print the maximum resource usage that occurs for a particular period. Resource Detail: Print the resource usage for each individual production operation. Summary with Detail: Print the maximum resource usage that occurs for a particular period and the resource usage for each individual production operation.
Skip If No Detail	Select if you do not want to display resource usage for each individual production operation on the Resource Summary report when no resource usage exists.
Start Date Option and Offset	Define the date on which you want to generate the report. You can define a specific date or a number of offset days from the report run date. Use the Offset feature to run the report on an ongoing basis without modifying the run control.
Hourly Buckets	Define the number of hourly buckets that you want to appear.
Hours per Bucket	Define the size of each hourly bucket.
Start Time	Specify the time on the start date that you want the first hourly bucket to begin.
Daily Buckets	Define the number of daily buckets that you want to appear.
Weekly Buckets	Define the number of weekly buckets that you want to appear.
Monthly Buckets	Define the number of monthly buckets that you want to appear.
End Date Option and Offset	Define the end date and time that you want to generate the report. You can define a specific date or define a number of offset days from the report run date. Use the Offset feature to run the report on an ongoing basis without modifying the run control. This option is available only when you are printing the resource detail.

Report Filter Criteria

Field or Control	Description
Business Unit	Specify a manufacturing business unit. This field is optional.
Tool ID	Select to print data for all of the tools, a single tool, or a range of tools.
Machine Code	Select to print data for all of the machines, a single machine, or a range of machines.
Crew Name	Select to print data for all of the crews, a single crew, or a range of crews.
Report Option for Crew	Specify whether reporting is done by crews or by individuals (calculated as crews multiplied by crew size).
Minimum Tool, Machine, and Crew Usage	Print only the data where the usage is greater than or equal to the number that you specify in this field.