Creating a Planning Workbench View
NetSuite Supply Planning enables you to create a Planning Workbench View which can consist of pre-set filters and an embedded item saved search. The item saved search can include item-related criteria, such as item location and preferred supplier.
You can apply pre-set filters to the workbench when a default Planning Workbench View has been selected for the plan definition, or when a Planning Workbench View is selected from within the workbench. However, you do not need to enter a value for every filter. You do not need to set a value for every filter.
To create a planning workbench view:
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Go to Lists > Supply Planning > Planning Workbench Views.
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Enter a planning workbench view Name.
For example, Purchasing View or Scheduling View.
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Select an Item Criteria Saved Search.
For example, Preferred Vendor.
To learn more, see Step 2 Create the Saved Search.
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Complete the Preset Filters section:
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Select a Replenishment Method.
For example, MPS or MRP.
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Select an Action Type.
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Select a Planning Item Category.
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Select an Exception Type.
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Select an Item.
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Select the Supply Type you want to use to filter the workbench view.
For example, Planned Purchase Order or Purchase Order.
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Enter the Relative End Date (Days) to display a specific amount of the planning horizon (instead of the entire horizon).
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Select a Demand Type.
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Click Save.
Default Supply Planning Workbench View
You can set a default workbench view for a plan definition. This workbench view will then be applied each time you enter the workbench.
To define a default supply planning definitions
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Go to Transactions > Supply Planning > Supply Definitions.
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Beside the Supply Definition you want to create a workbench view for, click Edit.
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In Supply Plan Definition, select a Planning Workbench View.
For example, US Vendor.
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Click Save.