Setting up the Supply/Demand Dashboard User Configuration

Page Name

Definition Name

Usage

Supply/Demand Dashboard User Config – Dashboard Setup Page

IN_SDA_OPR_CONFIG

Define default values for the various options available on the dashboard by User ID.

Supply/Demand Dashboard User Config - Combo Chart Setup Page

IN_SDA_OPR_CFG_CMB

Define default values for the various options available on the Combo-Source Chart page by User ID.

Use the Supply/Demand Dashboard User Config page (IN_SDA_OPR_CONFIG) to define default values for the various options available on the dashboard by User ID.

Navigation:

Inventory > Maintain WorkCenter/Dashboard Configuration > Dashboard User Configuration

This example illustrates the fields and controls on the Supply/Demand Dashboard User Config page (1 of 2).

 Supply Demand Dashboard User Configuration (Page 1 of 2)

This example illustrates the fields and controls on the Supply/Demand Dashboard User Config page (2 of 2).

Supply Demand Dashboard User Configuration (Page 2 of 2)

This page provides default values for analytics.

Field or Control

Description

Start Page

Select an option that determines the page that is initially displayed when entering the Dashboard. Options include:

  • Combo-Source Charts: Select to display the Combo-Source Charts page when entering the Dashboard.

  • Combo-Source Search: Select to display the Combo-Source Search page when entering the Dashboard.

  • Dashboard – Main: Select to display the Dashboard Main page when entering the Dashboard.

  • Multi-Chart Search: Select to display the Multi-Chart Search page when entering the Dashboard.

Load Charts Option

Select an option that determines the charts that are loaded when entering the Dashboard. Options are:

Auto Load Last Saved Charts: Select to load the charts that were saved during the last session.

Auto Load Startup Template: Select to load the option selected in the Startup Template field.

No Auto Load: Select to no load any charts in the Dashboard.

Startup Template

Select a template that you want to see when Auto Load Startup Template is selected in the Load Chart Options field.

Combo Startup Template

Select a combo startup template that you want to see when Combo-Source Charts is selected in the Start Page field.

Nbr of Charts to Display (number of charts to display)

Enter a value from 0 to 4, which determine how many charts are displayed in the Dashboard.

Display Warning Messages

Select to indicate that you want to display warning messages. For example, if multiple UOMs are used in one analytic, the system displays a warning message. If this option is not selected, only error messages are displayed.

Save New Template Default

Select to indicate that the Save Template check box is selected by default on the Multiple Chart Search and Combo-Source Search pages, when a new template is created.

Inventory Unit, Currency Code, and Rate Type

Select the primary Inventory business unit, currency code, and currency rate type that you want to see when viewing the Dashboard. The rate type is used for all conversions for all monetary data.

Date Option

Select a date options that is used by default and represents the dates that are used to display supply and demand data.

  • As of Date: Select to use the current date whenever you analyze any data that has number of days late as a calculation. Use the “Set as of Date to Current Date” check box with this option.

  • Date Range: Select to narrow down the chart analysis by a specific date window.

  • Number of Days: Use to narrow the chart data to a specific number of days using the current date as the starting point for number of days before and number of days after.

Set As Of date to Current Date

Select to indicate that the current date should be used by default when doing analysis on any chart data. When viewing the Dashboard, users can change the date to any date in the past or into the future.

Before Today and After Today

Enter the number of days, before and after today’s date, for all search criteria. This option is used when Number of Days is selected in the Date Option field.

Days Per Interval and Max Intervals

Enter a value that indicates the number of pie slices in a pie chart and the number of bars in a bar chart.

Mass Change/Transfer Options

Performing mass changes is a secure feature and a user must be granted access to this feature in order to see mass change options.

Field or Control

Description

Refresh Data After Mass Change

Select to indicate that the analytic data should be refreshed (recalculated) after performing a mass change update.

Save Mass Change History

Select to indicate that you want the details of a mass change update to be available for review.

Shortage Workbench Template

Select a shortage template to display if you have access to the Shortage Workbench.

When doing a multi-line transfer to the Shortage Workbench for a Demand analytic you can use a pre-defined Shortage Workbench template to be used when transferring to the Shortage Workbench.

Common to Order Demand, Purchasing, and Manufacturing Defaults

Field or Control

Description

Chart Type

Select the type of chart that displays by default for all order demand, purchasing, and manufacturing pages.

X-Axis Data

Select the x-axis option that displays by default for all order demand, purchasing, and manufacturing pages

Y-Axis Data

Select the y-axis option that displays by default for all order demand, purchasing, and manufacturing pages

Order Demand Defaults

Field or Control

Description

Fulfillment States

Select the Inventory state options that are to be included on all searches for demand.

Purchasing Defaults

Field or Control

Description

Purchasing Order Status

Select the Purchasing status options that are to be included in as receipts (not putaway) in the Expected PO Receipts analytic chart.

Manufacturing Defaults

Field or Control

Description

Select Production IDs

Select to indicate that production orders are to be included in Manufacturing analytics.

Select Prdn Area Schedules (select production area schedules)

Select to indicate that production schedule orders are to be included in Manufacturing analytics.

Production Status

Select the Production status options that are to be included in Manufacturing analytics.

Use the Supply/Demand Dashboard User Config - Combo Chart Setup page (IN_SDA_OPR_CFG_CMB) to define default values for the various options available on the Combo-Source Chart page by User ID.

Navigation:

Inventory > Maintain WorkCenter/Dashboard Configuration > Dashboard User Configuration > Combo Chart Setup.

This example illustrates the fields and controls on the Supply/Demand Dashboard User Config - Combo Chart Setup page.

 Suppy Demand Dashboard User Configuration Combo Chart

This page provides default values for the Combo-Source Chart page that displays the combination of supply and demand. A combo-source chart lines data up on a single chart.

Supply Analytic Defaults

Field or Control

Description

Include in Supply

Select the source options that you want to include in supply calculations.

Chart Color

Select the color that represents Purchasing, Production Orders, and Interunit Transfer Supply if they are selected on the left.

Chart Type

Select the chart type (Bar Chart or Stacked Bar Chart) that represents the default value for supply on the Combo-Source Chart search page.

Y-Axis Data

Select y-axis option (Quantity or Value/Price) that represents the default value for supply on the Combo-Source Chart search page.

Demand Analytic Defaults

Field or Control

Description

Include in Demand

Select the source options that you want to include in demand calculations.

Chart Color

Select the color that represents Sales Orders, Material Stock Requests, Other Demand Sources, and Production Component Demand if they are selected on the left.

Chart Type

Select the chart type (Bar Chart or Stacked Bar Chart) that represents the default value for demand on the Combo-Source Chart search page.

Y-Axis

Select y-axis option (Quantity or Value/Price) that represents the default value for demand on the Combo-Source Chart search page.