Working With the Supply Tab
The Supply tab displays all the supply order information within the supply plan. NetSuite defines supply orders as purchase orders, work orders, and transfer orders. The supply tab enables you to create and release different planned orders.
The supply tab displays newly generated planned orders, unfirmed and unreleased, and any firmed or released orders. These orders were brought back into the plan from previous supply planning process runs.
The supply tab displays the following columns and features:
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Supply – planned purchase orders, work orders, or transfer orders.
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.
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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.
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Item – the item name or identification number.
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Location – the item location ID.
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Source – the item source location (transfer order) ID.
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Quantity – the number of items.
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UOM – if units of measure is enabled, this column displays how the item is measured.
Click Return to Summary to open the Results Summary.
After you've set the rescheduling parameters are set (reschedule horizon, reschedule in days and reschedule out days) the planning process could cancel or reschedule supply transactions unless supply is not firmed. 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 still could canceling or reschedule supplies. The process does not retain the original dates. You will still see the suggested actions in the Action tab but they are not available for submission. You will need to submit them manually.
To firm an order:
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Beside the order, or orders you want to firm, check the Firm box.
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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.
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Click Save.
To release a selected order:
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Beside the unreleased planned order, or orders you want to release, check the box.
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Click Release Selected Orders.
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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.
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To review the status of processed and submitted/planned orders, click the Status page.
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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:
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In the Results Summary, click the All Items Supply number link.
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Hover over Release Selected Orders.
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Click the Release All Orders.
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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.
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To review the status of processed and submitted/planned orders, click the Status page link to open the planning workbench event log page.
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To display orders that were successfully processed, beside the Create Planned Order button, click Refresh.