Managing Supply and Demand

Access the Planning Console form.

Form Name	Form ID	Navigation
Planning Console	W34X200A	Click the Item No. link in the Item Number field of the Item Summary grid in the Planning Summary program (P34X100). DRP Daily Operations (G3411) or MRP Daily Operations (G3413). Select Planning Console (P34X200).
Work Order	W34X200HC	Click the orange square in the upper left corner of the Order Number field. The system displays the W34X200HC form for work orders if the item/branch stocking type is M.
Purchase Order	W34X200HA	Click the orange square in the upper left corner of the Order Number field. The system displays the W34X200HA form for purchase orders if the item/branch stocking type is P.
Transfer Order	W34X200HD	Click the orange square in the upper left corner of the Order Number field. The system displays the W34X200HD form for transfer orders if the item/branch stocking type is P.

On the Planning Console form, review the search criteria and define the beginning inventory on hand, as applicable.

See Reviewing Search Criteria for Supply and Demand.

See Defining Beginning Inventory On Hand.

Enter dates in the From Date and Thru Date fields in the Supply/Demand Details group, as applicable.

From Date

Enter a date that specifies the beginning date for the display of supply and demand details.

The From Date value must be greater than or equal to the planning horizon start date, and less than or equal to the Thru Date value.

The default value for this field is blank.

Thru Date

Enter a date that specifies the ending date for the display of supply and demand details.

The Thru Date value must be less than or equal to the planning horizon end date and greater than or equal to the planning horizon start date.

The default value for this field is the planning horizon end date specified in the End Date field in the Planning Selection group.

If you select the Adjusted option on the Supply and Demand chart, then the Supply/Demand Details grid displays records with an adjusted date greater than or equal to the From Date, and less than or equal to the Thru Date. The system sorts the records in the Supply/Demand Details grid based on the adjusted dates.

If you select the Unadjusted option on the Supply and Demand chart, then the Supply/Demand Details grid displays records with an unadjusted date greater than or equal to the From Date, and less than or equal to the Thru Date. The system sorts records in the Supply/Demand Details grid based on the unadjusted dates.

When the From Date value is equal to the planning horizon start date and the Thru Date value is equal to the planning horizon end date, then the system ignores the Thru Date as a filter for the Supply/Demand Details grid. The system displays rates after the planning horizon end date if they exist, but only when the full horizon date is set in the From Date and Thru Date fields.

Review the fields in the Basic grid of the Supply/Demand Details grid in the Supply/Demand Details group:

S/D (Supply or Demand)

Displays a user-defined code (34/SD) that identifies whether the record type is supply or demand. Oracle recommends that you do not change the hard-coded values defined in JD Edwards EnterpriseOne. Values are:

S: Supply

D: Demand

Adjusted Date

Enter a date that specifies the supply or recommended MRP date that users can modify.

The override date represents different supply dates from orders in the system. For example, lot effective dates from purchase orders, and work order planned completed dates from work orders.

The override date also represents recommended dates from MRP. For example, MRP messages suggest changes to the date on an order.

Adjusted Quantity

Enter a number that represents the units of supply or demand that users can modify. The supply or demand units represent quantities from different orders in the system. For example, open units from purchase orders, transaction quantities from sales orders, and transaction quantities from work orders.

Adjusted Available

Displays a value that represents a running total of availability after the quantity for the current line is applied. This value also incorporates MRP messages which can adjust the date or quantity of supply orders.

Unadjusted Date

Displays a date that specifies the supply or demand date. The supply or demand date represents different supply or demand dates from orders in the system. For example, lot effective dates from purchase orders, scheduled pick dates from sales orders, and work order planned completed dates from work orders.

Unadjusted Quantity

Displays a number that represents the units of supply or demand. The supply or demand units represent quantities from different orders in the system. For example, open units from purchase orders, transaction quantities from sales orders, or transaction quantities from work orders.

Unadjusted Available

Displays a value that represents a running total of availability after the quantity for the current line is applied.

UM (unit of measure)

Displays a user-defined code (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).

Order Type

Displays a user-defined code (00/DT) that identifies the type of document. This code also indicates the origin of the transaction. JD Edwards has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) The following document types are defined by JD Edwards and you should not change them:

P: Accounts Payable documents

R: Accounts Receivable documents

T: Payroll documents

I: Inventory documents

O: Purchase Order Processing documents

J: General Accounting/Joint Interest Billing documents

S: Sales Order Processing documents

F/C (Freeze Code)

Displays a code that indicates if the line on the order is frozen. MPS/MRP does not suggest changes to frozen orders. Values are:

Y: Yes, freeze the order.

N: No, do not freeze the order. This value is the default.

Supplier/Customer

Displays a number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.

Start Date

Displays the start date for the order. You can enter this date manually, or have the system calculate it using a backscheduling routine. The routine starts with the requested date and offsets the total lead time to calculate the appropriate start date.

Adjusted Start Date

Displays the order start date or the recommended start date that users can modify. The override start date can represent a recommended date from MRP, when messages suggest that the start date on an order be changed.

Request Date

Displays the date that an item is scheduled to arrive or that an action is scheduled for completion.

Adjusted Request Date

Displays a user-specified date that represents the order request date or the recommended request date that users can modify. This date can also represent the suggested recommended completion date for MRP-generated messages.

(Optional) Click the orange square in the upper left corner of the Order Number field.

Review the order information in the hover form.

The system displays the hover form for supply rows only.

For work orders, the system displays the hover form for work orders and displays work order information if the item/branch stocking type is M.

For purchase orders, the system displays the hover form for purchase orders and displays purchase order information if the item/branch stocking type is P.

For transfer orders, the system displays the hover form for transfer orders and displays transfer order information if the item/branch stocking type is P and the supply branch is available for the order.

(Optional) Click the Order Number link in the Order Number field.

Review the order information and click Close.

Select the Inventory, Work Orders/Parts List, Purchase Orders, Sales Orders, and Forecast grid and review information, as applicable.

(Optional) Select a row and then select the Freeze Order or Unfreeze Order option on the Row menu to freeze or unfreeze a purchase order or work order.

The system displays the updated value in the Freeze Code field.

Select the Basic grid.

Change the date in the Adjusted Date field, as applicable.

Change the quantity in the Adjusted Quantity field, as applicable.

Click Find to refresh the grids and charts with changes to dates. The system reflects changes to quantities on the grids and charts immediately.

Click the Restore Plan button to cancel unsaved changes and restore the Supply/Demand Details grid to the original supply and demand data and MRP messages.

Make changes to the plan, as applicable.

Click the Save Plan button to save your changes to the plan.

Manage supply and demand, as applicable.