1. Requirements Planning Implementation Guide
  2. Reviewing Item Summary for Other Branch/Plants

Reviewing Item Summary for Other Branch/Plants

To review item summary for other branch/plants:

  1. Access the Items Other Branches Summary form.

    Form Name

    Form ID

    Navigation

    Items Other Branches Summary

    W34X260B

    On the Planning Console form, select the Other Branches option on the Form menu.

  2. Review the following fields in the Parent Item group of the Items Other Branches Summary form:

    • Item Number

    • Planner Number

    • Branch/Plant

    • Start Date

    • End Date

  3. (Optional) In the Parent Item group, click the orange square in the upper left corner of the Item Number field.

  4. Review the item information on the Main and Additional tabs of the Additional Item Information hover form.

  5. (Optional) In the Parent Item group, click the orange square in the upper left corner of the Planner Number field.

  6. Review the planner information on the Planning Summary/Console Contact Information hover form.

  7. Review the fields in the item summary grid:

    Ending Available

    Displays an icon that indicates whether an item has a negative ending available value. Values are:

    Green circle: A negative ending available value does not exist.

    Red square: A negative ending available value exists.

    Inventory On Hand

    Displays an icon with hover text, indicating whether the starting on-hand quantity is greater than or less than the past due demand. The system calculates the starting balance as on-hand quantity minus the past due demand. The system displays a red square icon if the starting balance is less than 0, and a green circle icon if the starting balance is greater than or equal to 0.

    Days Until 1st Receipt

    Displays an icon with hover text, indicating the number of days until the first receipt of material. The system calculates the number of days from the Start Date until the first receipt of material. The system displays one of these icons based on the calculation:

    Red square icon: The number of days until the first receipt of material is greater than the current days of supply.

    Yellow triangle icon: The number of days until the first receipt of material is equal to the current days of supply.

    Green circle icon: The number of days until the first receipt of material is less than the current days of supply.

    Red X icon: No receipt exists for the planning horizon.

    Days Until 2nd Receipt

    Displays an icon with hover text, indicating the number of days until the second receipt of material. The system calculates the number of days from the Start Date until the second receipt of material. The system displays one of these icons based on the calculation:

    Red square icon: The number of days until the second receipt of material is greater than the days of supply after the first receipt.

    Yellow triangle icon: The number of days until the second receipt of material is equal to the days of supply after the first receipt.

    Green circle icon: The number of days until the second receipt of material is less than the days of supply after the first receipt.

    Red X icon: No receipt exists for the planning horizon.

    Leadtime Alert

    Displays an icon that represents the level notification for a lead time alert. The system starts with the requested date and offsets the total lead time to calculate the appropriate start date on an actionable message type. The system issues a critical notification if the start date is less than the system date.

    Net Change in Demand

    Displays a number that represents the net change in the component demand due to a quantity change on the parent item. For newly planned orders, the net change in demand is the total of the pegging record quantities. For existing planned orders, the net change in demand is the total of unsaved changes in quantity. Net change in demand can be negative or positive and is calculated for only the first level components of a parent item.

    Quantity On Hand

    Displays the number of units that are physically in stock. The system displays the quantity on-hand in the primary unit of measure.

    Past Due Supply Quantity

    Displays a value that represents the supply units that are past due. The system displays the supply quantity that is past due in the primary unit of measure.

    UM

    Displays a user-defined code (00/UM) that identifies the unit of measure that the system uses to express the quantity of an item, for example, EA (each) or KG (kilogram).

    Days of Supply Current

    Displays a number that indicates the number of days for which the current on-hand supply covers demand. The system calculates the number of days until the stock level falls below zero.

    Days of Supply After 1st Receipt

    Displays a number that indicates the number of days for which the current on-hand supply plus the first receipt of material covers demand. The system aggregates supply quantities by date and adds the quantities to on hand supply on the first receipt date. The system calculates the number of days until the stock level falls below zero after the first receipt.

    Days of Supply After 2nd Receipt

    Displays a number that indicates the number of days for which the on-hand supply plus the second receipt of material covers demand. The system aggregates supply quantities by date and adds the quantities to on-hand supply on the second receipt date. The system calculates the number of days until the stock level falls below zero after the second receipt.

    Safety Stock

    Displays the quantity of stock kept on hand to cover high-side variations in demand.

    Stocking Type

    Displays a user-defined code (41/I) that indicates how you stock an item, for example, as finished goods or as raw materials. The following stocking types are hard-coded and you should not change them:

    0: Phantom item

    B: Bulk floor stock

    C: Configured item

    E: Emergency/corrective maintenance

    F: Feature

    K: Kit parent item

    N: Nonstock

    The first character of Description 2 in the user-defined code table indicates that the item is purchased (P) or manufactured (M).

    Primary Supplier

    Displays the address book number of the preferred provider of this item.

    Planner Number

    Displays the address number of the material planner for this item.

    Plan Fmly (planning family)

    Displays a user-defined code (41/P4) that represents an item property type or classification, such as commodity type or planning family. The system uses this code to sort and process similar items.

    This field is one of the six classification categories available primarily for purchasing purposes.

    Pln Cod (planning code)

    Displays a code that indicates how Master Production Schedule (MPS), Material Requirements Planning (MRP), or Distribution Requirements Planning (DRP) processes this item. Valid codes are:

    0: Not Planned by MPS, MRP, or DRP

    1: Planned by MPS or DRP

    2: Planned by MRP

    3: Planned by MRP with additional independent forecast

    4: Planned by MPS, Parent in Planning Bill

    5: Planned by MPS, Component in Planning Bill

    These codes are hard coded.

    Buyer Number

    Displays the address number of the person responsible for setting up and maintaining the correct stocking levels for the item.

    Substitute Item Flag

    Displays a value of 1 to indicate that this is a substitute line item.

  8. Click Cancel.