Defining Display Templates

To define display templates, use the Workbench Template Maintenance component.

This topic includes an overview of display templates and discusses how to define display templates.

Page Name	Definition Name	Usage
Define Display Templates Page	PL_WBENCH_TEMPLATE	Define display template default values.

PeopleSoft Supply Planning delivers standard display templates to enable you to set up default templates that you can use to define row type, graph, period duration, and other display defaults on workbenches and review pages.

These sections list the standard display templates in PeopleSoft Supply Planning:

Allrows

The Allrows template includes all display row types.

Supplier Schedule

The Supplier Schedule template includes row types for the following Buyer Based display types:

Supplier Scheduled Purchases.
Supplier Planned Purchases.

Distribution Plan

The Distribution Plan template includes row types for:

Item Based display types:
- Starting On Hand.
- Actual Forecast.
- Net Forecast.
- Independent Demand.
- Dependent Demand.
- Total Demand.
- Scheduled Receipts.
- New Planned Orders.
- Planned On Hand.
- Intransit Inventory.
- Safety Stock.
Capacity Based display types:
- Available Capacity.
- Required Capacity.
- Unused Capacity.
- Utilization percentage.
- Overloaded Capacity.
Buyer Based display types:
- Starting On Hand.
- Supplier Scheduled Purchases.
- Supplier Planned Purchases.
- Other Supply.
- Total Demand.
- Planned On Hand.

Master Plan

The Master Plan Template includes row types for:

Item Based display types:
- Starting On Hand.
- Actual Forecast.
- Net Forecast.
- Independent Demand.
- Dependent Demand.
- Total Demand.
- Planned On Hand.
- Available To Promise.
- Cumulative ATP.
- Scheduled Receipts.
- New Planned Orders.
Capacity Based display types:
- Available Capacity.
- Required Capacity.
- Unused Capacity.
- Utilization Percentage.
- Overloaded Capacity.
Buyer Based display types:
- Starting On Hand.
- Supplier Scheduled Purchases.
- Supplier Planned Purchases.
- Other Supply.
- Total Demand.
- Planned On Hand.

Material Plan

The Material Plan template includes row types for:

Item based display types:
- Starting On Hand.
- Net Forecast.
- Customer Orders.
- Stock Requests.
- Transfer Demand.
- Production Demand.
- Extra Demand.
- Total Demand.
- Scheduled Receipts.
- New Planned Orders.
- Planned On Hand.
Capacity Based display types:
- Available Capacity.
- Required Capacity.
- Unused Capacity.
- Utilization percentage.
- Overloaded Capacity.
Buyer based display types:
- Starting On Hand.
- Supplier Scheduled Purchases.
- Supplier Planned Purchases.
- Other Supply.
- Total Demand.
- Planned On Hand.

Use the Define Display Templates page (PL_WBENCH_TEMPLATE) to define display template default values.

Navigation:

Supply Planning > Define Planning Attributes > Display Templates

Field or Control	Description
Default Template	Select to use this template as the default template when you access the Material or Capacity Workbench if no user default or installation default is identified.
System Data (Locked)	PeopleSoft Supply Planning provides the ALLROWS template as part of the system data. When this check box is selected, you cannot change rows in the corresponding template.
Display Type	Define the template as Item Based, Capacity Based, or Buyer Based. The value that you select here determines which fields are available in the Row Type ID field. You define row types for each display type on the Define Display Row Types page. Display types indicate the workbench in which you can use any given row type. For example, an item-based display template is available in the Material Workbench only. You can use capacity-based display types in the Capacity Workbench only, and buyer-based display types in the Buyer Workbench.
Default Number of Periods	Enter the default number of buckets the system displays on each workbench initially.
Default Graph Type	Select the graph type that the system uses initially.
Beginning Start Date	Define the start date of the first bucket. Values are Beginning of Period, in which the start date falls on a specific Start Date Entered. Initially, the system uses Beginning of Period as the default value. Templates with capacity-based display types always use Beginning of Period.
Template to Copy	To copy an existing template, select from the available options and click the Copy Template button.
Default Period Duration	Select a default period duration that the system uses for buckets.
Default Decimal Positions	Enter the default decimal precision that the system uses for quantity buckets.

Row Type List

Field or Control	Description
Row Type ID	Select a row type that you want to appear on workbenches and review pages. You can add as many rows as available for the corresponding display type. You can set up lists of available row types for each display type on the Define Display Row Types page.
Sort Order Number	Define the order in which the row types appear on the workbench or review page when displayed.
Include in Chart	Select this option to include the row type in generated graphic representations.