Planning window

Under this tab you find the planning window for the part. The planning window is actually a table showing all order rows, orders, and reservations, for the part.

The planning window is grouped by what is in the past, what is within lead time, and what is beyond lead time. Each grouping contains a total of number of order rows, orders, and reservations. The button to the far left allows you to expand/minimize each grouping.

Below the table you see a total of number of orders, order, and reservations for the part.

You can unpin the entire Planning window box from the tab by using the Floating button (Ctrl + U) if you need more space for the planning window.

Action

When you have activated Requirement calculation, a symbol is shown representing the action that is needed on the row. If you place the mouse pointer over the symbol you will see a tooltip regarding the action. This is the action that will be executed when you have marked the Apply button on rows and then clicked the button Apply suggestion.

Date

In this column you see the date of the planned transaction. This is the finish date of the manufacturing order, reservation date for material requirement, delivery date of the customer order and purchase order. The throughput time on a manufactured part and lead time on a purchased part will also affect the date. For incoming stock orders, the delivery date is affected by both part's lead time and internal supplier's (warehouse's) transport time. For blanket order – sales, the date will be displayed if the setting Include in net requirement calculation is marked for the blanket order. Then the quantity on the blanket order will affect the disposable balance for the part.

The throughput time on a manufactured part and the lead time on a purchased part are shown with a colored background in the date field according to below:

• Red = Past.
• Yellow = Within lead time.
• Green = Beyond lead time.

Type

Here you see which type of order it is: actual order, preliminary order, forecast, or suggestion. The different types are displayed in their respective module color. The types that can be used here are the ones you have chosen to include by applying the filter at the top of the tab If it is a balance row, you will see the word "Balance" in black color.

Status

In this column you see the status of the order or the order row in question. When you hover over the field, a tooltip will display the status in text form.

Confirmed purchase order (C)

A "Yes" is shown for purchase orders if the order row is confirmed from the supplier.

Dispatched

A "Yes" is shown for purchase orders if a dispatch has been reported for the order row.

Delivery note number

Here, delivery note numbers for dispatched purchase orders are shown.

Order number

Here you can see the order number of the respective orders. If it is a material requirement, you will see the manufacturing order for the main part where this part is incorporated. If it is a suggestion, you will see the suggestion number. The order number is shown in italics if the order has been changed which resulted in the current date not being the same as the initial date.

Customer/Supplier/Main

This column shows the customer/supplier on the order. For rows of the types material requirement and different suggestions, you will see the main part of the requirement.

Information

With the More info button you access a window showing detailed information about the marked row. For a balance row you will see information about the current balance of the part's respective locations in the warehouses selected on the toolbar of the procedure. On rows for manufacturing and material you will see information about manufacturing orders and other information. For material requirements you can use the button next to the Main part "Main part" is the term used for the part in the top node (highest level) in a structure of parts. (order) field to load the manufacturing order's main part to the procedure (in the record selector). The Main part field displays in which the part is included. On sales rows you see information about the customer and the order quantity.

For purchase order suggestions/manufacturing order suggestions you see the causing requirement from Linked order displayed with the order number in italics.

For return orders you see the return quantity and the delivered quantity, delivery date, and initial arrival date. The initial purchase order's order number, as well as arrival reported quantity and case number, if any, are shown in the Initial purchase order section.

In the window you open with the button you can use the context menu which you access by right-clicking. There you find functions to, for example, copy values in the fields of the window and go to different related procedures for the row in question.

Ordered

The ordered quantity is shown in green. The total of this column is displayed at the bottom of the box.

Reserved

The reserved quantity is shown in dark red. The total of this column is displayed at the bottom of the box. If a forecast deduction has been made in a sales forecast, you will see the reserved quantity in italics. A tooltip over the quantity shows the reserved quantity before deduction, and the deducted quantity.

Partial quantity

This column is displayed if the part has partial quantites and there are order rows with partial quantities. By clicking the button on the separate rows, you see the partial quantity and the packaging part for the partial quantity entered for each order row.

Linked order

Here you see if the order is linked. If you mark a linked order, the background in the order number field for the selected row as well as the linked row will be highlighted in yellow.

Cleared

In this column you will see a C if the record on the row is already fully cleared. If the record is partially cleared, you will see a P here.

Clearance information

Under the Clearance information button , information regarding Cleared quantity, Location name, and Serial number A serial number is a number that is used for traceability for parts on entity level./Batch A batch is the set of components/products manufactured at the same time and made from the same original material. is displayed.

Disposable balance

The disposable balance is the current balance + ordered quantity; or the current balance - the reserved quantity. It is displayed in red color if it falls below the safety stock. Disposable balance The disposable balance is the current part balance on the locations at a given time minus reserved quantity plus ordered quantity. can be displayed with two to six decimals.

Start date

Start date is shown for purchase orders only if the Requirement calculation button has been activated. For purchase order suggestions you will see the Order date in the column. The start date displayed for manufacturing order rows is the start date for the first node (level) in the structure.

Finish date

Finish date is only shown if the Requirement calculation button is activated. This applies to both actual manufacturing orders and purchase orders as well as to manufacturing order suggestions and purchase order suggestions.

Apply

This column is displayed if you have marked to include Suggestions in the filter in the planning window. If you mark Apply for a suggestion and click the Apply suggestion button on the function menu, the action for the suggestion in question will be executed. For example, if a purchase order suggestion is concerned, the action will be to create an actual purchase order from the suggestion.

If the part has distributed purchase by order, and there are multiple purchase order suggestions, the purchase order will be generated according to the order of the suppliers stated in the distribution. If you mark only one of the suggestions (and it is not the first suggestion according to date), a warning will be displayed letting you know that purchase order will not be generated according to the part's distribution.

Match

This column is displayed if you have marked to include Suggestions in the filter in the planning window. The match column is used to match the quantity on an existing purchase order if the quantity on the underlying requirement has been changed. This can only be applied on parts that have the lot sizing rule set to Lot-for-lot.

Requirement date

This date is only shown when a requirement actually occurs. The date is calculated at requirement calculation and is used on manufacturing and purchase orders. That is, when the disposable balance will fall below the safety stock.

Warehouse (WH)

Here you will see the warehouse to which the balance belongs.

Confirmed as delayed

An orange clock is shown in this column if the order has been confirmed as delayed.

Confirmed quantity difference

Here you see if the quantity on the order suggestion differs from the causing requirement. This can only occur if the Pick from stock first option has been selected in the Purchase on project setting. If the checkbox is marked, it means the quantity on the suggestion and the causing requirement differs.

Supplied by

If you use CDT CDT is short for check delivery times and it is a function on order rows which calculates when the order row in question can be delivered, taking lead times and throughput times into consideration. CDT also checks if existing orders and suggestions can cover material shortages, if any, and affects when the order row can be delivered. you will here see which order will refill the balance making the row possible to deliver.

Configuration

If you have installed the option Product configurator, this column appears where you can see the order's configuration.

More info

Under the button More info , to the far right in the planning window, the following field is shown by default.

New finish

If you apply Check delivery times (CDT) and the order has a date for New finish via the net requirement calculation, this date is shown here.

Requirement date from reservation

Here you see the time when the disposable balance will fall under zero.

Dock – Row

Here you enter the dock to which the part on the order row should be delivered. This is often used on delivery schedules. This is loaded from the customer order row.

Dock description

Here you can enter a text describing the dock. This is loaded from the customer order row.

Storage

Here you see/enter the storage to which the part on the order row should be delivered. This is often used on delivery schedules. This is loaded from the customer order row.

Kanban number

Here you see the Kanban number for the part on the order row. This is often used on delivery schedules. This is loaded from the customer order row.

Reference number for manufacturing

Here you see/enter the customer's reference number for manufacturing. This is something which is primarily used if you have customers within the car industry where it sometimes happens that the customer, in their delivery schedules, earmarks requirements with for example chassis numbers. You need to refer to this reference number in both the dispatch advice message sent to the customer in connection with shipping the goods, as well as on the transport labels with which the goods have been labeled. This is loaded from the customer order row.

Reference number for delivery

Here you see/enter the customer's reference number for delivery. This is something which is primarily used by those who have customers within the car industry where it sometimes happens that the customer, in their delivery schedules, earmarks requirements with is called "Part consignment number" You need to refer to this reference number in the dispatch advice message sent to the customer in connection with shipping the goods. This is loaded from the customer order row.

Name

Here you see the name of the customer, supplier, or main part.

Order category

If you use Categories on customer order, purchase order, or manufacturing order, this is where you will see the category.