Item Balance Charts

The Item Balance charts render with the Supply and Demand chart. The Item Balance charts display the available balance for an item in a line chart that plots quantity on the y-axis versus date on the x-axis. The system displays the item balance for an item as the ending available (EA), available to promise (ATP), or cumulative available to promise (CATP).

When you enter the Planning Console form, the system displays the initial item balance chart based on the value in the Item Balance Chart processing option on the Defaults tab of the Planning Console program. You select an option on the Item Balance Chart in the Supply/Demand Charts group to change the chart display.

The Item Balance chart represents the planning horizon days, weeks, and months breaks using a single slash (/) for weekly planning periods and a double slash (//) for monthly planning periods.

The following sections describe the charts available in the Supply/Demand Charts group.

Ending Available

On the Ending Available chart, each planning horizon bucket displays the values for the ending available in that period. The system uses the following calculations for EA:

First period EA = On Hand + Supply - Demand

Remaining periods, EA = Previous Ending Available + Supply - Demand

The system applies planning fence rules to the Ending Available chart. However, the system does not display the planning fences in the Ending Available chart.

The system displays a red reference line to indicate a zero value when negative values exist in the chart.

Available to Promise

Available to Promise is the uncommitted portion of a company's inventory or planned acquisitions. You use this amount to accurately promise customer orders.

On the Available to Promise chart, each planning horizon bucket displays values for the available to promise in that period. The system accumulates unadjusted and adjusted values for the period. The system uses the following calculations for ATP:

First period ATP = On Hand + Supply - Customer Demand

Remaining periods, ATP = Supply - Customer Demand

For available to promise, the system defines customer demand as actual demand that excludes forecasts and ETO project-related quantities.

Planning fence rules do not apply to ATP. Negative ATP displays as zero (0) on the chart.

Cumulative Available to Promise

On the Cumulative Available to Promise chart, each planning horizon bucket displays values for the cumulative available to promise in that period.

The system uses the look-ahead method for the CATP calculation.

The system uses the following calculations for CATP:

First period CATP = ATP in first period - all negative ATP

Remaining periods, CATP = Sum of previous ATP + current period ATP - total negative ATP in future periods

The CATP is a running total of the ATP, and CATP can have a negative value.

The system displays a red reference line to indicate a zero value when negative values exist in the chart.