Reviewing Material Plan Details

Item Details

Displays the item selected from the item list on the Material Plan Detail Search page. To display a different item, you can enter new values in the Business Unit, Item ID, field and click the Refresh button to display the corresponding item details. The system also displays the standard unit of measure, the starting inventory quantity on hand balance, and the Safety Stock field, which indicates whether an item includes stocking period information. Click Review Item to view other item details.

Display Options

Contains the same fields as the Display Options group box on the Material Plan Detail Search page. You can populate any of these fields on either page to limit the amount of data presented on the Material Plan Detail page. When you change display options, click the Refresh button to update the order details list.

The buttons that appear below the Display Options group box enable you to:

• Refresh the order details.

• Go to next item in the item list.

• Go to previous item in the item list.

• Add extra demand.

• Add planned production.

• Add planned purchases.

• Add planned transfers.

Chart For

Use to generate a graphical representation of the time phased material plan details. You can specify the chart type and period duration, as well as:

• Select Show Balance to graph the balance at the end of each period. The smallest level of granularity for charting purposes is a daily bucket.

• Select Show Safety Stock to graph the stocking periods safety stock levels for the item as of the end of the period.

• Select Show Excess Inventory to graph the excess inventory level as of the end of the period.

• Select Show Demand to graph the total outstanding demand for the period.

• Select Show Supply to graph the total outstanding supply for the period.

Order Details

Displays a time-phased view of the plan. The Starting Balance row displays the total outstanding demand quantity prior to the start date, the total outstanding supply quantity prior to the start date (including quantity on hand), and the starting inventory position based on these two quantities. Each subsequent row displays the next demand or supply in time sequence, along with the inventory position as a result of that order. All of the supplies and demands between the start date and end date appear. When a supply and a demand exist for the same date and time, the supply appears first.

Start Date and End Date

Specify the specific range of dates for an item. The system returns only the demand and supply within the specified range. The start date default is the current date. The end date default is the planning instance end date.

You can specify different start and end date combinations to review the material detail information for any given time period.

Include Closed/Canceled Orders

Include orders that have been canceled or closed. Use this option to display closed or canceled orders in the time-phased list. Closed and canceled orders do not impact the inventory position, as the system includes these quantities as either supply or demand.

Include Planned Orders

Include planned orders to review a projected time-phased view of the item, based on existing orders and quantity on hand only. The default value for this field includes planned orders.

Planning Instance

Not available for entry on this page. Specify a planning instance on the Material Plan Detail Search page.

Business Unit

Select a business unit associated with the planning instance. If you change the business unit, click the Refresh button to re-display the material plan details.

Item ID

Select an item ID associated with the planning instance. If you change the item ID, click the Refresh button to re-display the material plan details.

Configuration Code

A non-active field that is related to a deprecated product.

Inventory Quantity On Hand

Represents the on-hand quantity of the item on the start date of the planning instance.

Safety Stock

If the system selects this field, safety stock definitions exist for the item.

Review Item

Click to access the Refine Plan - Items component, where you can review stocking periods, item attributes, forecast, quantity on hand breakdown, and modify setup parameters to resolve planning constraints.

Start Date and End Date

Specify the specific range of dates for an item.

Include Closed/Canceled Orders

Include canceled or closed orders in the order details list.

Include Planned Orders

Exclude planned orders to review a projected time-phased view of the item, based on existing orders and quantity on hand only. The default value for this field includes planned orders.

Refresh

Click to refresh the current order details list based on any changes that you make in the item details section or in the display options sections of this page.

Next In List

Click to refresh the details in the Order Detail grid with the next item in the item list. The item list—the list of items that meet the specified criteria—appears in the Item List group box on the Material Plan Detail Search page and is sorted by item, inventory business unit.

Previous In List

Click to refresh the details in the Order Detail grid with the previous item in the item list. The item list—the list of items that meet the specified criteria—appears in the Item List group box on the Material Plan Detail Search page and is sorted by item, inventory business unit.

Add Extra Demand

Click to access the Refine Plan - Extra Demand page, where you can create simulated customer orders for point demands that are not forecasted (simulations may include new product introduction or extra usage demands for which you may have an unexpected lack of supply) and planning instance demands on inventory from other sources, such as spare parts planning, quality assurance demands, and shrinkage.

Add Production

Click to access the Refine Plan - Planned Production: Production page, where you can create a new production order for the associated item.

Add Purchase

Click to access the Refine Plan - Planned Purchase Orders page, where you can add a purchase order for the associated item.

Add Transfer

Click to access the Refine Plan - Planned Transfer page, where you can create new transfer orders for the associated item.

Planning Due Date/Time

The date and time when the demand needs to be fulfilled or when the supply is to be in inventory based upon the current schedule within the planning instance. For the Starting Balance row, define this value in the Start Date field in the Display Options group box.

Order Type

Provides a short description of the type of transaction that impacts the balance for the item. The order type of Starting Balance represents the netted value of quantity on hand against any demands or supplies that exist prior to the specified start date for the corresponding material plan detail.

Order

Displays the order number. For example, depending on the order type, this field might display a sales order number, contract ID, buying agreement number, or the sequence number for a new planned order or extra demand.

Click any value in this column to access the corresponding Refine Plan Details page for the order type. For example, suppose that the order type is Material Stock Request, you can click the order ID value to access the Refine Plan - Stock Requests page, where you can maintain information about internal and external demand orders on an inventory business unit, such as planning parameters, dates, and quantities. The system updates the material plan detail with the changes that you make on the Refine Plan Details pages when you return to the order list.

Line

Designates the corresponding line, schedule, demand line, and distribution line for the order. For production and planned production component requirement transactions, the line number field contains the operation sequence from the order where the material is used.

Show Demand (button)

Click to access the Show Demand page, where you can review a time-phased pegging of the transaction to higher-level demands filled by a supply.

Show Supply (button)

Click to access the Show Supply page, where you can review a time-phased pegging of the transaction to lower-level supplies required to fulfill a demand.

Demand Quantity

Displays the outstanding demand for the order. In the Starting On Balance row, the system displays the outstanding demand prior to the start date.

Supply Quantity

Displays the outstanding supply for the order. In the Starting Balance row, the system displays the outstanding supply prior to the start date, plus the quantity on hand.

Balance

Displays the inventory position based on the supply and demand quantities on the corresponding row.

Order Status

Displays the status of the corresponding order.

• For production IDs or production schedules supply order status values include: Planned, Entered, Firmed, Released, and In Process. For purchase orders and transfer orders, values include: Planned and Open.

• For forecasts, demand order status values include: Open. For production IDs or production schedules, values include: Planned, Entered, Firmed, Released, and In Process. For sales orders, material stock requests, and buying agreements, values include: Open. For transfer orders, values include: Planned, Open, Picked, In Transit, and Received.

Reference

Displays additional information about the corresponding order type. For customer orders—sales orders, buying agreements, and quotes—the reference displays the ship-to customer name. For transfers, the reference displays the source business unit for transfers providing supply, and the destination business unit for transfers placing demand on the corresponding business unit and item combination. For production orders, the reference displays the assembly item for the production transaction. For purchases, the reference displays the supplier name and supplier location.

Frozen

The system populates this field when the order or operation is frozen, indicating that the system cannot move the order automatically.

Priority Rank

Identifies the priority assigned to the top-level independent demand, determined by the demand priority rules. Define priority rules on the Demand Priority Rules page.

See Setting Up Demand Priority Rules.

Planning Start Date/Time

Designates the current planned production start, the purchase release, transfer ship date, and time for PeopleSoft Supply orders.

Original Due Date/Time

Displays the due date and time from the transaction system prior to any reschedules.

Original Start Date/Time

Displays the start date and time from the transaction system prior to any reschedules.