Reviewing Item Summary Information
To review item summary information:
Access the Planning Summary form.
Form Name
Form ID
Navigation
Planning Summary
W34X100A
DRP Daily Operations (G3411) or MRP Daily Operations (G3413).
Select Planning Summary (P34X100).
Specify the search criteria and click Find.
As applicable, select the records in the Message Summary subform, or click the icon in the Message Type Notification column or the Leadtime Alert column. Alternatively, click a bar in the chart on the Message Summary subform.
Additional Item Information
W34X100HA
On the Item Summary subform of the Planning Summary form, click the orange square in the Item Number field.
Planning Summary/Console Contact Information
W34X300HA
On the Item Summary subform of the Planning Summary form, click the orange square in the Planner Number field.
On the Planning Summary form, review the following fields in the Item Summary grid:
- 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.
Hovering over the icon displays text, indicating that action is required for one or more messages inside the level lead time.
- Item Number
Displays the item number of the item associated with the message type that you selected in the Message Summary grid.
- Item Description
Displays the description of the item associated with the message type that you selected in the Message Summary grid.
- 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 the number of days for which the current on-hand supply covers the demand. The system calculates the number of days until the stock level falls below zero.
- Days of Supply After 1st Receipt
Displays the number of days for which the current on-hand supply, in addition to the first receipt of material, covers the demand. The system aggregates supply quantities by date and adds the quantities to the 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 the number of days for which the on-hand supply, in addition to the second receipt of material, covers the demand. The system aggregates supply quantities by date and adds the quantities to the 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.
- Branch/Plant
Displays an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit can be a warehouse location, job, project, work center, branch, or plant.
You can assign a business unit to a document, entity, or person for responsibility reporting.
Note: Business unit security can prevent you from viewing information about business units for which you have no authority.- 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
C: Configured item
F: Feature
K: Kit parent item
M: Manufactured item
N: Nonstock
P: Purchased item
S: Stock item
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 the item.
- Primary Supplier Name
Displays the name of the primary supplier.
- <Message Type Count>
Displays a number that represents an aggregated message type count. You can define counts for columns that are based on message types found in UDC 34/MT by using the Planning Summary Message Type Priority Configuration program (P34X001).
The system displays the message type count columns based on the configuration name and in the order that you specified when you set up the configuration.
- Planner Number
Displays the address book number of the material planner for the item.
- Planner Name
Displays the name of the material planner for the item.
- Master Planning Family
Displays a value from UDC (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 six classification categories available primarily for purchasing purposes.
- Planning Code
Displays a code that indicates how Master Production Scheduling (MPS), Material Requirements Planning (MRP), or Distribution Requirements Planning (DRP) processes the item. 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
Note: These values are hard-coded.- Buyer Number
Displays the address book number of the person responsible for setting up and maintaining the correct stocking levels for the item.
- Buyer Name
Displays the name of the buyer for the item.
(Optional) Click the orange square in the upper left corner of the Item Number field.
Review the following item information on the Main tab of the Additional Item Information hover form:
- Leadtime Level
Displays a value that represents the lead time for an item at its assigned level in the production process, as defined on Plant Manufacturing Data. The system uses this value to calculate the start dates for work orders by using fixed lead times.
Level lead time is different for purchased and manufactured items:
Purchased - The number of calendar days required for the item to arrive at your branch/plant after the supplier receives your purchase order.
Manufactured - The number of workdays required to complete the fabrication or assembly of an item after all the components are available.
You can enter level lead time manually on Manufacturing Values Entry, or you can use the Leadtime Rollup program to calculate it. To calculate level lead time using the Leadtime Rollup program, you must first enter a quantity in the Manufacturing Leadtime Quantity field in the Item Branch table (F4102).
- Leadtime Per Unit
Displays the total number of hours that are required to build one unit as specified on the routing. This value is factored by the time basis code.
- Fixed/Variable Leadtime
Displays a code that determines whether the system uses fixed or variable lead times.
This code works in conjunction with the value from either the Level Leadtime field or the Leadtime Per Unit field. Codes are:
F: Fixed lead time. The system calculates work order start dates by using the value from the Leadtime Level field.
V: Variable lead time. The system calculates work order start dates by using the value from the Leadtime Per Unit field.
- Order Policy Code
Displays a code that specifies the rules for inventory reordering in the JD Edwards EnterpriseOne Requirements Planning and JD Edwards EnterpriseOne Procurement systems. Values are:
0: Reorder point (Not planned by MPS/MRP/DRP)
1: Lot-for-lot or as required
2: Fixed order quantity
3: Economic order quantity (EOQ)
4: Periods of supply
5: Rate scheduled item
Note: These values are hard-coded.- Order Policy Value
Displays a value that the system uses in conjunction with the order policy code to represent one of the following:
When you select order policy code 2 (fixed order quantity), this value represents the fixed order quantity.
When you select order policy 4 (periods of supply), this value represents the number of days of net requirements that the system uses to determine order size.
When you select order policy code 5 (rate scheduled item), this value represents the desired inventory level. When the ending available quantity is less than the desired inventory level, then the system issues an Increase Rate Quantity to message. When the ending available quantity is greater than the desired inventory level, then the system issues a Decrease Rate Quantity to message.
- Planning Fence Rule
Displays a code (system 34, table TF) that the system uses in conjunction with the Planning Time Fence Days field to determine how forecast demand or actual customer demand is used.
For example:
S tells the system to plan using customer demand before the time fence, and forecast after the time fence.
F tells the system to plan using forecast before the time fence, and forecast plus customer demand after the time fence.
If you enter 5 in the Planning Time Fence Days field and S in the Planning Fence Rule field, then the system uses only the customer demand for the regeneration for the first 5 days. After 5 days, the system uses the forecast for the regeneration.
Codes are:
C: Customer demand before, greater of forecast or customer demand after
F: Forecast before, forecast plus customer demand after
G: Greater of forecast or customer demand before, forecast after
S: Customer demand before, forecast after
1: Zero before, forecast after
3: Zero before, forecast plus customer demand after
- Planning Fence
Displays the number of days that the system uses in conjunction with the time fence rule to determine how the forecast is used. Enter the number of days after the start date when the time fence rule changes from the first rule to the second rule.
For example, if the time fence rule is S (customer demand before the time fence, forecast after the time fence), the generation start date is 01/03/22, and the planning time fence is 3 days, then the system plans by using customer demand through 01/06/22. Beginning on 01/07/22, the system plans by using the forecast.
Note:The system does not count the generation start date. This means that the day after the generation start date is day 1.
For manufactured items, the system counts working days as defined in the shop floor calendar.
For purchased items, the system counts calendar days.
- Freeze Fence
Displays the number of days from the generation start date within which the system does not generate action messages.
For example, if the generation start date is 01/03/22, and the freeze time fence is 3 days, the planning system does not generate messages with required dates that are less than or equal to 01/06/22.
Note:The system does not count the generation start date. This means that the day after the generation start date is day 1.
For manufactured items, the system counts working days as defined in the shop floor calendar.
For purchased items, the system counts calendar days.
Review the following item information on the Additional tab of the Additional Item Information hover form:
- Planner
Displays the address book number of the material planner.
- Buyer
Displays the address book number of the person responsible for setting up and maintaining the correct stocking levels for the item.
- Supplier
Displays the address book number of the preferred provider of the item.
- Minimum Order Quantity
Displays the minimum order quantity for the item.
- Maximum Order Quantity
Displays the maximum order quantity for the item.
- Multiple Order Quantity
Displays the multiple order quantity for rounding up planned order quantities in MPS/MRP.
- Safety Stock
Displays the quantity of stock kept on hand to cover high-side variations in demand.
- Manufacturing Effective Days
Displays the number of days that an item must remain in inventory before the system considers the item to be available for sales and manufacturing commitments. To calculate the lot effective date, the system adds the number displayed in this field to the based-on date that appears in the F4108 table.
- Purchasing Effective Days
Displays the number of days after a purchased item is received that a lot becomes available. The system uses this number when calculating and displaying the effective date in the Purchase Orders (P4310) and the PO Receipts (P4312) programs.
(Optional) Click the orange square in the upper left corner of the Planner Number field.
Review the planner information on the Planning Summary/Console Contact Information hover form.