Workbench Interface
This section describes how the supply planning workbench is organized and the functionality available within the workbench.
The Top Panel
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Supply Plan Definition – the supply plan name. Click the link to open the Supply Plan Definition page. See Creating a Supply Planning Definition and Schedule.
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Planning Horizon – the date range for the supply plan.
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Start Date – the date the supply plan was launched. Planning horizon is set to start date by default.
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End Date – calculated by adding the number of days defined on the supply plan definition horizon field to the start date.
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Repository Refreshed – the date the repository was updated.
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Results Generated – the date the supply plan was launched to generate the results.
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Date Range – the planner can change the end date to filter the information displayed on the workbench.
You cannot edit the start date or select an end date beyond the default end date (the end of the planning horizon).
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Plan List – click the link to open the supply plan list.
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Event Log – click the link to open the supply planning event log.
Item Filters
Select item filters to display a more refined set of planning results. To display the data you want to view, select one or a combination of the available filter criteria.
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To move inventory, select a Replenishment Method:
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Material Production Schedule – the process that helps manufacturers plan which products and related quantities to produce during certain periods. The master production schedule forms the basis of communication between sales and manufacturing.
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Material Requirements Planning – uses bill of material data, inventory data, and the master production schedule to calculate requirements for materials. It makes recommendations to release replenishment orders for material.
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Reorder Point – to order items when available quantity drops below the safety stock threshold.
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Time Phased – to schedule material orders in a timed interval.
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Planning Item Category – created by your organization. Select an item category to display the categories in the results summary.
For example, planning item categories represent component, premium, product, standard product, or subassembly items.
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Item – filter results by item.
As you type, suggested items appear that match what you have entered. Click the name to display the item.
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All Locations – are displayed by default and grouped by subsidiary. All locations represent an aggregate view of all items across all locations.
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Parent – select a specific location to view supply changes affect that location.
For example, select the Detroit Manufacturing facility to display all items for only that location.
Message/Order Filters
You can filter workbench results by selecting one, or a combination of, the Action, Exception, Supply, or Demand Type filters. The corresponding results summary section message and order columns are updated. You can access all message/action filters from the results summary.
You can filter the supply planning workbench by selecting a pre-defined message or messages from one, or a combination of the order types. For more information, see the following topics.
After you select a message, or messages, they are displayed in its filter type field.
After you select multiple messages, and then click the message list, the selected messages are highlighted.
To show only the selected filters, check the View Selected box.