Demand Summary Page

Use the Demand Summary page (IN_SW_ORDERPOOL) to displays the search results at the order level, item ID level, or product kit ID level. You can perform actions at the order or item level.

Navigation:

Click the Search button on the Shortage Workbench search criteria page when you have entered the Demand Summary View option in the View By field.
Click the Summary Page link on the Demand Lines page.

This page displays the search results at the order level.

Field or Control	Description
Selection Criteria	Displays the current selection criteria used to retrieve the demand data displayed below.
Demand Filters	Enables you to re-select your search criteria. For example, if the search result is too large, you can select additional options here and click the Refresh button to narrow the search results to a manageable size.
Header Action	Choose the action to be performed on the selected orders. Options include: Approve Backorders: Approves the backordered demand line. Approve Partial Quantity: Approves the partially-reserved quantity. Approve Stock Request: Approves the order. Cancel Backorders: Creates a canceled backorder for the order's open demand quantity. Create Backorders: Creates a backorder for the order's open demand quantity. Deallocate: Removes the pre-allocation or lot-allocation created for the demand line. Pre-Allocate: Automatically pre-allocates stock from a material storage location to the demand line before the picking stage; that is, when the demand line is in the Unfulfilled or Releasable state. Release as Shortage: Changes the state of an unfulfilled order to releasable, bypassing all reservation and backorder rules. Reserve with Rules: Attempts to reserve any soft-reserve items on the order while enforcing the reservation rules. Backorder rules are not used and the demand line is kept in the unfulfilled state. Reserve without Rules: Attempts to reserve any soft-reserve items on the order bypassing the reservation rules. Demand line is kept in the unfulfilled state. Set to Releasable: Changes the state of any unfulfilled lines on the order to releasable and executes the backorder rules. Set to Unfulfilled: Changes the state of any releasable lines on the order back to the unfulfilled state. Unpromise: Removes the promised quantity of any ATP items on the order. Unreserve: Removes the reservation for any soft-reserved item on the order. Note: The actions displayed here are determined by the template ID.
Process	Select to initiate the header action on the selected orders.
Reason Code Defaulting	Enter a reason code and comments for any action that causes a quantity decrease to an order's promised, reserved or allocated quantity. This feature can be required or optional based on the workbench template. Use the Set as Default button to apply this reason code and comments to all selected orders. When reason codes and comments are entered, a notification is sent by the Message Registry to the Message Dashboard and the person responsible for the demand line. See PeopleSoft Events and Notifications Framework
Demand Summary	This group box displays the search results by demand source and order number. Select the Demand Lines link to access the Demand Lines page for this individual order. This group box only appears if you have chosen the Order Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Item Summary	This group box displays the search results by item ID and item description. Select the item ID link to go to the Item View page and view the demand lines. This group box only appears if you have chosen the Item Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Kit Summary	Based on the list of component kit demand lines matching the selection criteria, this group box displays the search results by product kit ID with links to go to the Kit Display page and the Demand Lines page. Use the Kit Schedules link to view all the order lines within this product kit. This group box only appears if you have chosen the Kit Summary option in the Select Summary View field of the Shortage Workbench search criteria page.
Kit Schedule	This group box displays the search results by the order lines that are part of a product kit. This view displays the kit requested quantity and kit released quantity. The group box has links to go to the Kit Display page and the Demand Lines page. This group box only appears if you have chosen the Kit Schedule option in the Select Summary View field of the Shortage Workbench search criteria page. See Understanding Product Kits.
Process Log	Once you have processed an action for selected rows, this link displays. Select to access the Process Log page where you can view the results.