Common Elements Used to Understand Material Plans

Field or Control	Description
Beginning Start Date	Define how the system determines the start date for the time periods. Values are Beginning of Period and Start Date Entered. If you use period sizes of weeks or months, and select Beginning of Period, the system sets the start date to the beginning of the period (Sunday for weekly buckets, the first of the month for monthly buckets)
Clear	Click to clear all of the field values in the Search Criteria group box.
Clear All	Click to clear the item selection check box for all of the items that appear in the Item List group box.
Decimal Positions	Define the decimal precision that you want to use when displaying quantities in workbenches and inquiries.
Display Row Types	Click to access the Display Row Types page, where you can modify which row types appear on the workbench summary pages, and the order in which they appear. Define the row types that initially appear on the workbench summary pages by associating row types with a template on the Define Display Templates page, and selecting that template in the Template field in the Display Options group box. You can access the Display Row Types page on all of the workbench and review pages where row types are used, including the Material Plan Workbench, Review Material Summary Plan, Buyer Workbench, and Review Buyer Purchases pages.
Graph	Click this button after you select a graph type to chart the information for the specified row types.
Graph Type	Select a method for displaying the row type chart data.
Generate Summary	From the Material Workbench Search, Review Material Summary, Buyer Workbench, and Review Buyer Purchases pages, you can click this button to view the combined row type totals for all of the items that you selected. For example, if you select multiple items in the Item List group box on the Material Workbench Search page, you can click this button to access the Material Workbench Summary page, where you can view the combined row type totals for all of the items that you selected, as well as row type totals for each item ID.
Number of Periods	Define the number of buckets that the system calculates and displays within the Material Plan Workbench, Review Material Plan Summary, Buyer Workbench, and Review Buyer Purchases pages. The system initially populates this field with the value that you entered for the Default Number of Periods field on the Define Display Template page. The number of periods that you define determines the number of tabs that appear in the summary.
Past Due	Summarizes information prior to the start date specified within a workbench or review page. When the system initially displays the summary information, it uses the current date as the default start date. You can override this value on the corresponding summary pages.
Period Duration	Define the bucket size for which you want to generate and review summary information. Values are Day, Week, or Month.
Refresh	Click to recalculate the results in the Item Summary group box (on the workbench pages), Plan Summary group box (on the Buyer Workbench PL Workbench Summary page), or the Order Details group box (on the Material Plan Details - Search page) when you change any of the display options.
Row Type	Represents a type of planning data. The data can be cumulative or calculated on a period-by-period basis. Click any link-enabled quantity field for a row type to access a detailed list for that period. Row types that appear as default values on summary, based on the display template or display template overrides that you specify.
Search	Click to display all of the items that meet the criteria that you defined in the Search Criteria group box.
Select All	Click to select all of the items that appear in the Item List group box.
Selection (check box)	Enables you to specify which items to include in the Material Plan Workbench, Material Plan Summary, Buyer Workbench, and Buyer Purchases pages.
Show Demand	Click to access the corresponding Show Demand page, where you can view a list of orders that use the items supplied from the selected order.
Show Details	Select to display individual item summaries on the workbench summary pages.
Show Supply	Click to access the corresponding Show Supply page, where you can view a list of orders, the outputs of which are used to satisfy the demands of the selected order.
Start Date	Define the first date from which you want to begin reviewing information. When using period sizes of weeks or months, you can define the start date to move automatically to the beginning of the period (Sunday for weekly buckets, the first of the month for monthly buckets). The system initially uses the current date as the default start date. The system buckets data prior to the start date into the Past Due column of the summary results.
Summarize Selected by Item ID	Enables you to view information summarized for the item across business units when working with a multiple site planning instance (multiple business units). Enter the item search criteria, then select the corresponding check boxes for each item that you want to review. The system displays an item list that may contain the same item in different business units. Select each occurrence of the item and select the Summarize Selected by Item ID field to generate a summary across business units for the item.
Summarize Selected by UOM (summarize selected by unit of measure)	Enables you to select multiple items that have the same unit of measure to generate a summary of inventory activity for all of the selected items. For example, you have an item family called BIKES. If in the item search criteria that you elected includes only those items belonging to the item family BIKES, you could select all of the returned items, then generate a summary by unit of measure to display summarized inventory information at the BIKE level.
Template	Indicates which display template the system uses when creating workbench summaries within PeopleSoft Supply Planning. You can associate a template to user preferences or installation options for defaulting purposes. You can override this value with a different valid template, and change the rows, sort order, and chart characteristics for the template while in a workbench.