1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Inventory SuiteAnalytics Workbooks
  4. Inventory Workbook Templates
  5. Supply Chain Planning Engine Workbook

Supply Chain Planning Engine Workbook

The Supply Chain Planning Engine Workbook helps you review planned supply, pegged demand, and planning messages. Its table views include:

Before You Begin

Material Requirements Planning must be enabled. For setup information, see Enabling Supply Planning Features.

Your role needs these permissions:

  • SuiteAnalytics Workbook at Edit level.

  • Material Requirements Planning at View level or higher.

Your access depends on enabled features, role permissions, and sharing. If you can't access the data you need, ask your administrator to check your role permissions and sharing settings.

Important:

Run supply planning to generate planning output.

To open the workbook, go to Analytics > Workbooks and open Supply Chain Planning Engine Workbook.

Workbook Configuration

The following sections describe the Planned Order Analysis and Planning Messages table views.

Note:

When Multiple Units of Measure is enabled, quantities are shown in base units.

Planned Order Analysis

Planned Order Analysis pairs supply with its pegged demand. Item and location planning parameters provide context for reviewing quantities and dates.

The Planned Order Analysis Dataset uses Planning Engine Pegging as its root record type, the starting point for selecting source fields. The dataset includes the formula fields Days Late and Is Latest Supply Planning Run.

Available Fields

Available source fields include the following:

Field Group

Available Fields

Plan and item context

  • Supply Plan Definition

  • Supply Planning Run Id

  • Item

  • Location

Supply

  • Supply Source

  • Supply Start Date

  • Supply Date

  • Supply Quantity

Demand and pegging

  • Demand Source

  • Demand Date

  • Demand Quantity

  • Pegged Quantity

Order sizing

  • Minimum Order Quantity

  • Lot Sizing Method

  • Fixed Lot Size

  • Fixed Lot Multiple

Demand and forecast settings

  • High Impact Late Demand Threshold

  • Backward Consumption Days

  • Forward Consumption Days

  • Past Due Forecast Days

Filters

In the Planned Order Analysis workbook table, the Is Latest Supply Planning Run filter is set to True. This limits the table's results to the latest run for each supply plan definition. Results also require Planning Repository Item Location Properties: Replenishment Method to be MRP or MPS.

Planning Messages

Planning Messages shows planning message and action types, quantities, dates, and related records. Use these details to examine planning output and open the associated workbench results.

The source dataset for the Planning Messages table view includes the formula field Is Latest Supply Planning Run.

Available Fields

Available source fields include the following:

Field Group

Available Fields

Plan and item context

  • Supply Plan Definition

  • Supply Planning Run Id

  • Item

  • Location

Message and action

  • Message Type

  • Action Type

  • Planning Order Type

Quantity and dates

  • Quantity

  • Source Date

  • Target Date

Related records

  • Planned Order

  • Transaction

  • Transaction Line

  • Supply Change Order

  • Inbound Shipment

Workbench access

View Workbench

Related-record fields can be blank when the corresponding record doesn't apply to a planning message. In the Planning Messages workbook table, click View Results in the View Workbench column to open the Planning Workbench.

Filters

In the Planning Messages workbook table, the Is Latest Supply Planning Run filter is set to true. This limits the table's results to the latest run for each supply plan definition.

Planning Data and Filters

The workbook can include data for multiple supply plan definitions. Filter by Supply Plan Definition to focus on one plan.

For information about refreshing available data, see Data Refresh in SuiteAnalytics Workbook.

Related Topics

General Notices