Date Based View

The grid and graph view can be shown in days, weeks, or months.

The date-based view enables you to review all planning entries for an item and location by period. It also displays planned orders suggested by the supply planning process to balance supply and demand. This data based grid enables you to review cause and effect by period and forecast trends for the item and location over time.

To view the date-based grid, in the Results Summary beside the item you want to view, click the date-based icon ( Date Grid Icon ).

The Date-Based View table shows the planning results for the item by period. Shaded rows display inputs and transactions. Non-shaded rows display calculated values.

The following table describes the date-based table columns:

Column	Past Due	Description
Item Forecast		Item demand plans.
Unconsumed Forecast		The part of a demand plan that has not been consumed by sales orders.
Sales Orders		Unfulfilled sales orders.
Planned Transfer Orders		Planned transfer orders that have the current location as the source.
Transfer Orders		Unshipped transfer orders that have the current location as the source.
Total Demand		The total demand from forecast, sales orders, and transfer orders.
Parent Planned Work Orders		Planned work orders for items that are parent to the current item.
Parent Work Orders		Work orders for items that are parent to the current item.
Production Requirements		Total production requirements from the planned work orders and work orders.
Projected Gross Requirements		Total demand and production requirements.
Current Item Purchase Orders		Purchase orders for the current item that are not yet received.
Current Item Work Orders		Work orders for the current item that are not yet completed.
Current Item Transfer Orders		Transfer orders not yet received where the current location is the destination.
Scheduled Receipts		Total scheduled receipts from the above purchase orders, work orders, and transfer orders.
Projected Available Balance	On–hand quantity	Total demand + scheduled receipts – projected gross requirements (current state).
Adjusted Available Balance	On–hand quantity	Total demand + scheduled receipts – projected gross requirements + system orders (balanced).
Firm Planned Orders		Firm planned orders for the current item.
Planned Orders		Planned orders for the current item.
System Orders		Firm planned orders plus planned orders.

Column

Past Due

Description

Item Forecast

Item demand plans.

Unconsumed Forecast

The part of a demand plan that has not been consumed by sales orders.

Sales Orders

Unfulfilled sales orders.

Planned Transfer Orders

Planned transfer orders that have the current location as the source.

Transfer Orders

Unshipped transfer orders that have the current location as the source.

Total Demand

The total demand from forecast, sales orders, and transfer orders.

Parent Planned Work Orders

Planned work orders for items that are parent to the current item.

Parent Work Orders

Work orders for items that are parent to the current item.

Production Requirements

Total production requirements from the planned work orders and work orders.

Projected Gross Requirements

Total demand and production requirements.

Current Item Purchase Orders

Purchase orders for the current item that are not yet received.

Current Item Work Orders

Work orders for the current item that are not yet completed.

Current Item Transfer Orders

Transfer orders not yet received where the current location is the destination.

Scheduled Receipts

Total scheduled receipts from the above purchase orders, work orders, and transfer orders.

Projected Available Balance

On–hand quantity

Total demand + scheduled receipts – projected gross requirements (current state).

Adjusted Available Balance

On–hand quantity

Total demand + scheduled receipts – projected gross requirements + system orders (balanced).

Firm Planned Orders

Firm planned orders for the current item.

Planned Orders

Planned orders for the current item.

System Orders

Firm planned orders plus planned orders.

You can access the graph view by selecting the graph option at the top of the page. The graph view shows the adjusted available balance by period and safety stock in a line graph.

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