Overview
The Detailed Review by Item function is a key utility for analyzing an Item's Supply/Demand planning activities, including projected inventory balances in date sequence. It provides a single view into planning policies versus current and future demand via an efficient interface.
Application
The utility displays the various supply and demand orders for any one item. Demand data includes sales order demand, work order demand, safety stock, and forecast. Supply data includes on-hand inventory, work orders, inventory requisitions, purchase orders, and projected ending balances. The results can be viewed based on a single item across all projects or a single project. You can use it to review the materials plan and ensure it meets expectations.
The output of an item search within the Detailed Review by Item provides a horizontal presentation of all supply and demand orders in chronological order along with the Items MRP Policy, Lead Times, and Inventory on-hand balance.
IMPORTANT The Detailed Review by Item function does not display the Sales Order(as a demand) created for a Configured Product with an associated Work Order (as a supply) for the Manufacturing Item.
Navigation
Detailed Review by Item
Processing
Below are the fields within the initial Detailed Review by Item search record and a brief explanation of the functionality:
Division: The Division is set to the Current Division on your Manufacturing User record and cannot be changed directly in this process. To create or access a record in another Division (including one in another Company), use the Quick Menu option to Change the Company/Division or update the Current Division on your Manufacturing User record in System Setup. Note that only data within this Company/Division will be displayed.
Responsible Planner: Enter a Responsible Planner as a filter for the Item field (if a Responsible Planner is entered, the Item field will only return those Items whose Responsible Planner matches input value).
Item: The Item for which the data is to be reviewed.
Project: The Project in which the Item chosen is to be reviewed.
From Date: Enter the desired starting date to narrow the time frame for reviewing the supplies and demands.
NOTE If the user logs in to the page for the first time, the From Date field value is TODAY minus 30 days by default. Once a user overwrites the default value, their preference will be stored and used as the 'Default' From Date going forward and stored as the number of days before TODAY when the override was selected.
To Date: In order to narrow the time frame for reviewing the supplies and demands, enter the ending date desired.
NOTE If the user logs in to the page for the first time, the To Date field value is TODAY plus 60 days by default. Once a user overwrites the default value, their preference will be stored and used as the 'Default' To Date going forward and stored as the number of days after TODAY when the override was selected.
Display Tab: Select from picklist values(Default is 'Display All'). Options are:
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Display All - includes all demands, including Forecast demands
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Exclude Forecast - includes all non-Forecast demands
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Only Forecast - only includes Forecast demands
Include Supplies and Demands from CSO and Direct Purchase: When checked, all the Configured Sales Order and Direct Purchase supplies and demands will be included for the given search period.
NOTE The value for the flag 'Include Supplies and Demands from CSO and Direct Purchase' is derived from the preferred value that is saved previously when the user logged in.
Once the relevant search criteria have been entered, click the Submit button to view the results.
Search Results
Within the header section of the results, the following data is displayed:
Fields
Source: Purchased/Manufactured/Subcontract.
Commodity Code: The associated Commodity Code.
Responsible Planner: The planner for the given Item.
ABC: ABC classification of the Item.
On Hand Quantity: Total On Hand Quantity for the Item across all Sites/Locations/Location Numbers - see Inventory Tab for an On Hand balance per Site breakdown.
Consigned Quantity: Total of Consigned Inventory. The Consigned Inventory count is not included in the On Hand Quantity balance.
Safety Stock Quantity: Current MRP Safety Stock Quantity for the Item.
Inv UOM: The Inventory Unit of Measure for the Item.
Tabs
Supply Demand Review Tab
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Lists all Supply and Demand orders in chronological order. Planned supplies are presented with a light green background, and firmed supplies are presented with a darker green background. Demands are presented with a white background.
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The red line indicates today's date and acts as a planning notice. Any orders above the red line are late.
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The yellow line indicates today plus existing lead time(s). Orders between the red and yellow lines indicate 'potential' late orders.
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Any underscore records represent a hyperlink, which can be clicked to take the user to the source transaction/data.
Fields
Rcpt Site: This field displays the Target/Receipt Site of the Supply/Demand.
Order No: This field displays the Order Number of the Supply/Demand.
Project: This field displays the Project associated with the Supply/Demand.
Line Id: This field displays the Line Number of the Supply/Demand.
Order Type: This field displays the type of Supply/Demand, such as SO, PO, WO, and WO DMD.
Status: This field displays the status of the Supply/Demand.
Parent Item: This field displays the Parent Item of the Item selected on the Supply/Demand.
Qty Req: This field displays the required quantity of the Supply/Demand.
Date Reqd: This field displays the date the quantity needs to be received/issued on the Supply/Demand, respectively.
Qty Outstdg: This field displays the remaining quantity that needs to be received/issued on the Supply/Demand, respectively.
Projected On Hand Balance: This field displays the net On-Hand quantity of the Item selected based on the Supply/Demand.
Firm: This flag displays whether the Supply/Demand is firmed.
MRP Policies Tab
This tab displays the Current MRP Policy for the Item selected.
Fields
MRP Plan Policy: This field displays how the MRP will plan for the item.
MRP Policy Qty: This field displays the method of MRP supply calculation for the item, working in conjunction with the MRP Plan Policy.
Minimum Qty: This field displays the minimum quantity for which MRP will plan an order.
Maximum Qty: This field displays the maximum supply quantity planned by MRP.
Safety Stock Qty: This field displays the Quantity, which MRP planning will ensure that inventory does not drop below this level. If the item's policy is Reorder Point, when OH Inventory + supplies < this value, the reorder quantity (Policy Qty) will be planned.
Yield: This field displays the value used to predict the percentage of components usable when a "core" is disassembled.
Home Project Indicator: This field indicates whether items will be carried in the Project Home (common mtl) or Not Home (Proj-specific).
Backflush Policy: This field displays if the item is backflushed (auto-issued) upon a WO or Subcontract PO Receipt and if on a WO, at what stage the backflush will occur. Values are 'No Backflushing', 'First Operation', and 'Last Operation'.
Lead Times Tab
This tab displays the Lead Time settings for the Item selected.
Fields
Shop Floor: This field displays the number of days required to process a WO with this item through the manufacturing process.
Vendor Ship: This field displays the number of days required to ship this item from the Vendor to the Receiving Dock.
Comp Ship: This field displays the number of days required to pick and transport this component item to a Subcontract Vendor.
Rcv Inspection: This field displays the number of days required to process an item through Receiving / Inspection before it reaching the stockroom.
Req Firm: This field displays the number of days from the date of the MRP run until the planned purchase order requisition is firmed.
WO Release: This field displays the number of days required from the time a WO is firmed until it is released to the Shop Floor.
WO Firm: This field displays the number of days from the date of the MRP run until the planned Work Order is firmed.
WO Pick: This field displays the number of days required to pick the material from the stockroom and stage it for issuing to the manufacturing floor.
PO Vendor: This field displays the number of days required from submitting a PO to the Vendor until the items are available to ship from the Vendor location.
PO Requisition Convert: This field displays the number of days from the date of firming the requisition until the requisition is converted to a purchase order.
Inventory Tab
This tab displays the Current On-hand balances for the Item per Site/Location/Location Number.
Fields
Site: This field displays the Site associated with the location where the quantity is available.
Loc ID: This field displays the Location ID where the quantity is available.
Loc Number: This field displays the Location Number where the quantity is available.
Lot/Serial Number: This field displays the Lot/Serial number for the quantity available in this location.
Loc Type: This field displays the type of the location where the quantity is available.
Location Qty: This field displays the quantity available in this location.
Buttons
Firm / Unfirm: The Planned Supplies can be firmed by checking the 'Firm' flag and clicking this button. To Unfirm the Firmed Supplies, uncheck the 'Firm' flag and click this button.
Change Search Criteria: Click this button to modify the search criteria.
SEE ALSO
Forecasting MRP Overview
MRP Overview
Summary Review by Item
