Analysis Using Pegging

Visualize and analyze upstream and downstream pegging relationships for effective schedule analysis and decision-making in Production Scheduling.

You might come across situations where a work order appears to be scheduled later than expected, yet the underlying constraint isn't immediately visible. This is especially true when material dependencies originate from operations that are unscheduled or associated with resources that aren't currently displayed.

Using pegging information across all supplies and demands in the schedule gives you direct visibility into the true drivers of scheduling outcomes. It enables faster root-cause analysis, reduces time spent investigating schedule anomalies, and supports more informed decision-making through dynamic interaction between tabular and Gantt-based schedule views.

Use the Pegging table to review:
  • Downstream pegging for inbound supplies and on-hand inventory data to see which consumers depend on them.
  • Upstream pegging for demands to understand which supplies deliver the required product.
  • Both upstream and downstream pegging for a work order of interest to gain insights as to why a work order operation might be scheduled later than expected.

Analyze

For a non-lot-controlled item, the on-hand and shortage quantities are pegged, while for a lot-controlled item all its on-hold lots and the shortage quantity are pegged.

For a work order, all items consumed (or produced) by any of the contained work order operations are pegged one level upstream (or one level downstream).

Upstream supply can be on-hand inventory, inbound supplies, producing work orders, or shortage quantities, and downstream consumers can be sales orders, outbound transfer orders, or consuming work orders.

To view pegging data, select an item, a demand, an inbound supply, a work order, or a flow schedule above the Pegging table. Alternatively, you can initiate the pegging data display as follows:
  • Select a work order operation in the Gantt chart and click the Show Pegging Data icon in the Gantt toolbar.
  • Select a single row in one of the tables like dispatch list or work orders and click the Show Pegging Data icon above the respective table.
You can select a single row in the pegging table and initiate further pegging:
  • If the selected row's Direction field is Upstream, then you can trigger the display of pegging data for the data element listed in Supply By, which can be an inbound supply, a flow schedule, or a work order. In case Supply By is empty because the supply is an on-hand, on-hold, or shortage quantity, then you can trigger pegging data display for the item listed in the Item field.
  • If the selected row's Direction field is Downstream, then you can trigger the display of pegging data for the data element listed in the Consume By, which can be a demand, a flow schedule, or a work order.

You can see the generated pegging data in the tooltip of the action button. This tooltip changes dynamically based on the selected row.