Usage Use the Master or Material Plan Summary page to retrieve data for the
material or master plan. You can access this page through either the Material or Master Plan Workbench.
Object Name PL_MRP_HORIZONTAL
Navigation Plan Production, Manage Master or Material Plan, Use, Master or
Material Plan Workbench, Master or Material Plan Summary
Prerequisites A master or material plan must have been created.
Access Requirements
Define the Business Unit and Item ID to populate the summary with material- or master- plan data.
The Material or Master Plan Summary provides you with a horizontal aggregate (bucketed) view of the supply and demand for a business unit item. Using the Master or Material Plan Summary, you first define the general parameters such as the Start Date, Period Duration, Number of Periods, and Planning Server. After you define the parameters, you use the Search button to populate the summary.
The summary includes row types, past-due quantities, and dates that represent the period
duration. The maximum number of columns for the summary is 54: one column for the row type, one for the past-due quantity, and 52 date columns for all the weeks in one year. To maintain data for the plan, you select the row type on the date you want to work with. The system provides drill-down pages and links you use to access and change data for scheduled receipts and planned orders.
Click the Scheduled Receipts row value on the date you want to work with to perform maintenance functions.
The Unit is the business unit that contains the item for which you want to perform a Material or Master Plan Summary. It is a required field. You also are required to select an Item ID for the summary. To define the specific instance of a configured item you want to review, select a Configuration Code.
The Start Date provides an exact starting time for the period of time you want to review in the material or master plan. You can review data from the start of the plan or at different intervals in the plan. If you do not enter a date, the default is Sunday of the current week. For example, if the current date is Tuesday, the 10th of October, the start date that appears in the field would be Sunday, the 8th of October.
The Period Duration defines the measurement of time for which you want to review summary information. Valid values are Day, Week, and Month, with Week being the default value. When you define the Number of Periods, the value is measured by the value you define for the
duration. The default value for the number of periods is 7. The number of periods you define determines the number of tabs that appear in the summary. Each tab contains seven planning periods.
Each time you change a value such as the period duration, item ID, or row type, you must click the Search button to refresh the page with data from your selection.
Use the available options for the Planning Server to select a different Planning server template name. This is the server from which you want to extract summary data.
Click the Change Server Settings button to connect to another Planning server temporarily.
Row types appear in the summary with the following information:
Row Type This is a kind of planning data for the item. The data can
be cumulative or calculated on a period-by-period basis. You use the Scheduled Receipts and New Planned Orders row types to make changes to your plan. These rows provide links to drill-down pages.
Date These sequential dates correspond to the period duration you define for the page. The dates can be at daily, weekly, or monthly intervals. You select the Scheduled Receipts and New Planned Orders row type dates to make changes to your master or material plan.
For more information about changing row types, see Changing Row Types.
The Change Row Types button provides a means for you to add, delete, or change the display of data for the summary. The changes you make are temporary. When you exit the workbench and return, the system uses the default values, not the row types you changed. After you change row types, use the Search button to refresh the list.
The following row types are available for the Master and Material Plan Summaries:
Actual Supply The scheduled receipts from existing purchase orders,
inventory transfer orders, or production orders. The actual supply = scheduled production supply + scheduled purchased supply + scheduled transfer supply.
Customer Orders Displays the quantity of orders generated by customers.
Dependent Demand Displays the demand quantity that occurs when the item is
required to meet demands of another transfer or production task.
Excess Inventory The maximum amount of inventory that is allowable. The
planned inventory on hand should never exceed this number.
Independent Demand Displays the total amount of planned production,
purchases, and transfers for this period.
New Planned Orders The sum of planned production, purchases, and transfers
Periods of Supply A forward-looking calculation of a period’s planned on- hand balance, which determines how many days into the future that a period’s planned on-hand balance covers the total demand. When planned on-hand quantities are not enough to cover all of the total demand for a particular bucket, Production Planning prorates the number of days by the ratio of the planned on-hand quantity available over total demand. When there isn’t enough total demand through the periods reported, the Periods of Supply bucket displays 99999.
Planned On Hand Displays a cumulative inventory balance from the
beginning of the planning horizon. This includes the prior period’s ending on-hand balance plus the total supply, minus the total demand for the current period. The total includes planned orders as well.
Planned Production Displays the suggested production orders created for this
period when you generated the material or master plan.
Planned Purchases Displays the suggested purchase orders created for this
period when you generated the material or master plan.
Production Demand Displays the total amount of demand from production for
this time period.
Production Supply Displays the scheduled receipts from manufacturing for
this time period. The receipts are in the form of production orders.
Projected On Hand Displays the cumulative projected inventory balance from
the beginning of the planning horizon. This includes the prior period’s ending on-hand balance plus the total supply, minus the total demand for the current period.
Purchase Supply The scheduled receipts from vendors for this period. The
receipts are in the form of purchase orders.
Safety Stock The minimum quantity of stock planned to always be in
inventory to protect against fluctuations in demand or supply.
Scheduled Production The total amount of demand from production, with
statuses of Firmed, Released, Dispatched, or In-Process.
Scheduled Purchases The sum of purchases, with statuses of Firmed or Open.
Scheduled Receipts Displays the total quantity for this period from the
following row types: Scheduled Production, Scheduled Purchases, and Scheduled Transfers.
Starting On Hand The cumulative inventory level at the beginning of the period you defined for the Material or Master Plan Summary. The history begins with the starting quantity for the planning horizon.
Target Inventory Level Displays the average of safety stock plus excess inventory.
Total Demand Defined as the sum of Net Forecast, Customer Orders,
Inter-Unit Orders, and Dependent Demand. The total demand consists of both independent and dependent demand. The actual forecast is included as independent demand.
Total Forecast Displays the original forecast quantity in the planning
period, before forecast consumption occurs.
Total Orders Displays the sum of customer orders and interunit orders.
Total Supply Displays the total quantity of actual supply and new
planned orders.
Transfer Demand Displays the scheduled transfers to other business units in
the form of transfer orders.
Transfer Supply Displays the scheduled receipts from other business units
in the form of transfer orders.
Changing Server Settings
Usage Use the Server Configuration Settings page to define the Planning server
from which you want to extract material- or master-plan data or to review or change the current server settings temporarily. You need to use this page only if a Planning server has not been defined that meets your requirements. Use the Planning Server field to select an existing server.
Object Name PL_CHG_SERVERS_SP
Navigation Plan Production, Manage Material or Master Plan, Inquire,
Planning Scorecard, Change Server Settings button
Prerequisite A valid server and user name must exist for a host in order to link to the
Server Configuration Settings page
You can change which host machine or database you are linked to. For example, you might have a simulation server established or a different set of data that you work with. Using this page, you can change among your host machines without navigating to the Define Business Rules option, where you also define server settings.
You can link to a server either by using the Planning Server field to select the server or by completing fields on the page.
To establish a link between PeopleTools and the Planning engine, use the Host Name field to define the machine or device that runs the Planning system. Type the Server Name to specify the logical name of the Planning server instance. Use the Port field to define a valid port to use in connecting to the Planning system.
The Timeout field defines how long the system will wait for a response from the Planning server. This means Production Planning will wait for this duration before returning an incomplete operation message. For example, the system may have lost its connection to the server, may have found no rows of data, or could not connect to the server. You enter the time as seconds.
Changing Row Types
Usage Use the Change Row Types page to define which types of planning data
you want to include in the Material or Master Plan Summary. The data is extracted from the Planning engine.
Object Name PL_ROW_TYPES_POPUP
Navigation Plan Production, Manage Master or Material Plan, Use, Master
Plan or Material Plan Workbench, Master or Material Plan Summary, Change Row Types
Prerequisite A valid Server and User Name must exist for a host to link to the
Change Row Types page
You can retrieve information with row types that display additional details about the master or material plan item. Row types enable you to choose which reporting variables you want to display in the summary. This is specific information that can be displayed on a row of the summary. The information is calculated for specified periods and in some instances is cumulative for the planning period.
Values that appear on this page are those that already appear in the summary. The values also appear in the order in which they appear in the summary. To select a new value for the summary
and to define its placement in the summary, use the down arrow. Select the down arrow of the
row type that you want the new row type to follow in the summary list.
To add a row type, click the Add Row Type button after the row type has been defined. To remove a row type, click the Remove Row Type button.
To save selections you make, click the OK button.
To remove or add row types for the inquiry, click the Search button to refresh the page after you return to the Material or Master Plan Summary page.