Creating Planning Reports

Due Date

The actual date that the scheduled receipt is expected to be completed or received.

Order Number

It identifies the production ID, transfer order ID, purchase order, or planned transfer. In the case of planned orders, it displays the planning sequence number.

Order Quantity

The quantity remaining open on the scheduled receipt.

Order Type

It indicates whether the planning data is identified as a purchase order, production order, or transfer order.

Order Status

For production IDs or production schedules, values are: Planned, Entered, Firmed, Released, and In Process. For purchase orders, values are Planned and Open. For transfer orders, values are Planned, Open, Picked, Received, and In Transit.

Reference

For purchase orders, it displays the supplier ID. For transfer orders, it displays the source business unit.

Required Date

The ship date or final assembly start date.

Order Number

It identifies the customer sales order ID, material stock request ID, production ID, production schedule, or transfer order ID. In the case of a forecast, planned production, or planned transfer, this field is the planning sequence number.

Quantity

The quantity open for customer order, buying agreement, transfer order, or production order. In the case of a forecast, this is the forecast quantity.

Type

It indicates whether the planning data is identified as a customer sales order, buying agreement, production order, transfer order, material stock request, or forecast.

Status

The order status of demand. For forecasts, the value is Open. For production IDs or production schedules, values are: Planned, Entered, Firmed, Released, and In Process. For sales orders, MSRs, and buying agreements, values are Open. For transfer orders, values are: Planned, Open, Picked, Received and In Transit.

Reference

For forecasts, no value appears. For material stock requests, the customer ID appears, if one exists; otherwise, it displays the customer name, if available. For sales orders, the ship to customer ID appears. For production, the end item ID appears. For transfer orders, the destination business unit appears.

Template

Select a valid item-based display template. The system initially populates this field with a default value that you defined in the Default Display Template field on the User Preferences or Installation Options page for PeopleSoft Supply Planning.

Print Option

Specify the type of information that you want to print on the Planning report. Values are:

• Horizontal Report Only: Print all of the bucket information without row detail.

• Horizontal Report with Detail: Print all of the bucket information with supply and demand detail.

• Supply and Demand Detail: Print only row-by-row information to view the detail.

Daily Buckets, Weekly Buckets, and Monthly Buckets

Define the number of days, weeks, and months that you want to include in the report. The system initially populates this field with the value that you entered in the Default Number of Periods field on the Define Display Template page.

You can combine days, weeks, and months up to a maximum of 52 columns. Daily buckets always occur before weeks in the planning horizon and weeks occur before months. Weekly buckets run Sunday through Saturday. Monthly buckets are by calendar month. Each column date is the beginning date of the bucket. For example, suppose that you entered these values in these fields:

• Daily Buckets: 10

• Weekly Buckets: 12

• Monthly Buckets: 5

In this example, the system generates a report with the first 10 buckets as days, the next 12 as weeks, and the last 5 as months.

If you do not specify reporting buckets, only past due information prints.

Decimal Positions

Define the decimal precision that you want to include in quantity buckets.

Start Date Option and Offset/Date

Select a specific start date for the report or select an offset from the current date. If you select a specific date, enter the date in the adjacent field. If you select an offset, enter in the adjacent field, the number of offset days from the current date.

Include Closed/Cancel Orders

Select to include completed and canceled orders in the report. The system does not include these orders in the report totals.

Projected Inventory Turns

Select to include calculated projected inventory turns on the report. The projected inventory turns appears only when printing the Horizontal report.

Project inventory turns represent the number of times per year that the inventory turns, based on quantity: [(Total Demand / Weighted Average Planned On Hand) x (365 / total days in planning horizon)]

This value is quantity-based (rather than dollar-based).

Skip if No Detail

Select to eliminate reporting of items that do not have detailed information, including quantity on hand for the entire planning horizon. For example, suppose that an item in the planning instance did not have quantity on hand or any associated transactions, the Planning Report excludes the item from the report printout.

Do not select this option to print a page for each item, regardless of the details in the plan.

Source Code

Include only those items associated with the specified source code. Values are:

• Make and Buy: Include items that you manufacture and purchase.

• Make: Include only items that you manufacture.

• Buy: Include only items that you purchase.

Sort Sequence

Define the order that filter criteria appears on the Planning report when multiple items appear on the report. Lower numbers have higher sorting priority.

Subtotal

Select to display subtotals for item criteria. To print subtotals on the report, specify a sort sequence for that criterion.