Working With the Supply Tab

The Supply tab displays all the supply order information within the supply plan. NetSuite defines supply orders as anything that holds or creates supply. The supply tab also enables you to create and release different planned orders.

The following are different types of supply:

Blanket Purchase Order
Inbound Shipment
On-Hand Quantity
Planned Purchase Order
Planned Work Order
Purchase Order (purchase order in NetSuite)
Transfer Order (transfer order in NetSuite)
Work Order (work order in NetSuite)
Supply Change Order (a change order created through an action, but not yet approved)

During a new planning run, NetSuite purges and recreates planned purchase orders, planned transfer orders, and planned work orders when needed. Firmed or released planned orders that have not been implemented are not purged.

Implement planned purchase orders on the Order Items page and planned transfer orders on the Replenish Location by Transfer Order page. For planned work orders, your MPS or MRP preference determines whether NetSuite creates work orders automatically or you use Mass Create Work Orders.

For purchase orders, transfer orders, and work orders, Firm means the transaction is firmed. The planning engine cannot reschedule or cancel a firmed transaction.

The supply tab displays the following columns and features:

Supply - NetSuite defines supply orders as anything that holds or creates supply.

After you select an Action column, the focus () image appears in the column header.
Pegging - Click the pegging icon () to display how supply and demand orders are connected from a supply perspective. For more information, see Pegging.
Start and End Dates - the expected receipt dates for purchase and transfer orders.
Firm - check the Firm box to firm an order. Firmed orders remain in the supply plan and are not erased when the supply planning process is run.

Non-firmed orders will be deleted when the process is run. This only applies to planned orders.

Other types of supply either don't have the concept of firmed (such as on-hand quantity) or have a different concept of firmed. For example, purchase orders, transfer orders, or work orders which cannot be rescheduled or canceled if firmed.
Item - the item name or identification number.
Location - the item location ID.
Source - the item source location (transfer order) ID.
Quantity - the number of items.
UOM - if units of measure is enabled, this column displays how the item is measured.

When you select an Item filter, the Supply tab displays Total Quantity for the filtered results.

Click Return to Summary to open the Results Summary.

After you set the reschedule horizon, reschedule-in days, and reschedule-out days, the planning process can cancel or reschedule actual purchase, transfer, and work orders. Consequently, the supplies will be moved to the defined period to be rescheduled or ignored if the process suggested they be cancelled in the Planning Workbench.

In the Planning Workbench Action tab, you can see the original end date and the new target end date. To initiate these suggested actions, clicking the Perform Selected Action button to create the Supply Change Orders.

If the supplies are firmed, the planning process will provide an informational ation message alerting the planner that the firmed transaction could be rescheduled or cancelled. You will still see the suggested actions in the Action tab but they are not available for submission. You will need to reschedule or cancel them manually in NetSuite.

To firm a planned order:

Note:

When you try to clear the Firmed box, a "Record not saved" message is displayed. You cannot un-firm a planned order that was generated from a supply plan. If an un-firmed order is no longer required, you must delete it.

Beside the order, or orders you want to firm, check the Firm box.
To review the order, click the order link.

The planned order window opens displaying a Firmed status.

You can also open the planning workbench event log to verify that the order is firmed.
Click Save.

To release a selected planned order:

Beside the unreleased planned order, or orders you want to release, check the box.
Click Release Selected Orders.
In the confirmation message, click OK.

A confirmation message appears stating that records have been submitted for processing. This message contains a link to the status page.
To review the status of processed and submitted/planned orders, click the Status page.
In the Planning Workbench Event Log, you can review the order status.

After you refresh the planned order record, the status is Released.

To release all planned orders:

In the Results Summary, click the All Items Supply number link.
Hover over Release Selected Orders.
Click the Release All Orders.
In the confirmation message, click OK.

A confirmation message appears stating that records have been submitted for processing. The message contains a link to the status page.
To review the status of processed and submitted/planned orders, click the Status page link to open the planning workbench event log page.
To display orders that were successfully processed, beside the Create Planned Order button, click Refresh.

Work Order Creation Preferences

Use the master production schedule (MPS) and material requirements planning (MRP) preferences to control when NetSuite creates work orders and their initial status. These preferences are available when the following features are enabled:

Assembly Items
Work Orders
Material Requirements Planning

Go to Setup > Manufacturing > Manufacturing Preferences. Under Production Planning, Scheduling and Allocation, set Create Work Orders for MPS Items and Create Work Orders for MRP Items preferences.

The following table describes the available options.

Option	Result
Do Not Generate	Planning creates planned work orders. Use Mass Create Work Orders to create the work orders.
Generate from Planned Order Release	This option works only when you use Release Selected Orders or Release All Orders in the Planning Workbench. Releasing an eligible planned work order creates a work order in Released status. The Firmed box is checked.
Generate in Planned Firm Status	After planning, NetSuite creates a work order in Pending Approval status. The Firmed box is checked.
Generate in Planned Open Status	After planning, NetSuite creates a work order in Pending Approval status. The Firmed box is cleared.
Generate in Released Status	After planning, NetSuite creates a work order in Pending Build status. The Firmed box is checked.

Option

Result

Do Not Generate

Planning creates planned work orders. Use Mass Create Work Orders to create the work orders.

Generate from Planned Order Release

This option works only when you use Release Selected Orders or Release All Orders in the Planning Workbench. Releasing an eligible planned work order creates a work order in Released status. The Firmed box is checked.

Generate in Planned Firm Status

After planning, NetSuite creates a work order in Pending Approval status. The Firmed box is checked.

Generate in Planned Open Status

After planning, NetSuite creates a work order in Pending Approval status. The Firmed box is cleared.

Generate in Released Status

After planning, NetSuite creates a work order in Pending Build status. The Firmed box is checked.

Both preferences default to Do Not Generate. Existing accounts continue using the Mass Create Work Orders workflow after upgrade unless an administrator changes these preferences.

These preferences control automatic work order creation for MPS and MRP items. Continue to implement planned purchase orders and planned transfer orders through their existing workflows. For time-phased items, set Create Work Orders for Time-Phased Items.

After NetSuite creates the work orders, complete a Planning Repository Refresh and rerun the supply plan. The created work orders then appear in the Planning Workbench.

To firm a planned order:

To release a selected planned order:

To release all planned orders:

Work Order Creation Preferences

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