Overview
The Summary Review by Item module is a key utility for assessing the Supply/Demand planning activities of an Item and provides a single view into planning policies versus current and future demand via an efficient interface.
Application
The Summary Review by Item function displays the supply and demand details for any item. Demand data includes sales order demand, work order demand, safety stock, and forecast. Supply data includes on-hand inventory, work orders, purchase orders, and projected ending balances. View the results based on a single item across all projects or a single project. Use it to review the materials plan and ensure that the plan meets expectations.
The output of an item search within the Summary Review by Item provides a time-based grid view of supplies and demands along with the Items MRP Policy, Lead Times, and Inventory on hand balance.
IMPORTANT The Summary 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.
NOTE This Summary Review by Item page is re-styled to look like Lightning with no functional changes. This is not a true conversion to lightning.
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When the user is in Lightning Experience, the custom setting 'supdmdsumrev_use_classic_theme' is False, this page will be displayed with the Lightning style. If the custom setting is True, this page will be displayed as a VF Page.
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When the user is in Classic Experience, this page will always be displayed as a VF Page regardless of the value of the custom setting.
Navigation
Classic: Rootstock Site Map > Forecasting-MRP > Summary Review by Item
Lightning: App Launcher > Summary Review by Item
Processing
Below are the fields within the initial Summary Review by Item search record and a brief explanation of the functionality:
Division: The division is set to the Current Division set 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 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 Responsible Planner as a filter for the Item field (if entered, will only return those Items whose Responsible Planner matches input value).
Item: The Item that needs to be reviewed.
Project: The Project in which the Item chosen is to be reviewed.
From Date: In order to narrow the time frame for which to review the supplies and demands, enter the starting date desired.
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. Otherwise, it is derived from the preferred value that is saved previously when the User logged in.
To Date: In order to narrow the time frame for which to review 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. Otherwise, it is derived from the preferred value that was saved previously when the User logged in.
Number of Periods: Enter the number of periods to be displayed. A period is defined under the 'Date Range Type'. The default value is '12'.
Date Range Type: The date range to be considered as a period. The default option is 'Monthly'. Valid options are:
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Daily
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Weekly
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Monthly
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Quarterly
Additional filters can be applied to the search result to add or remove system functions that have an impact on the Supply/Demand picture of an item:
Forecast: When checked, all Firmed Forecast Demand records will be included for the given search period.
SO Demands: When checked, all Firmed Sales Order Demand records will be included for the given search period.
WO/Sub Demands: When checked, all Firmed WO/Sub Demand records will be included for the given search period.
Planned WO: When checked, will include all Planned WO Demand records for the given search period.
Planned Reqs: When checked, will include all Planned Inventory Requisition records for the given search period.
Purchase Orders: When checked, all Purchase Order records will be included for the given search period.
Include Forecast in ATP: When checked, any Forecast Demands will be included in the ATP (Available to Promise) calculation.
Exclude Future Supplies from ATP: When checked, any Supply orders (Inventory Requisitions/Purchase Orders/Work Orders) will be excluded from the ATP (Available to Promise) calculation.
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 values for the above flags are 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
The following data is displayed within the header section of the results.
Source: Purchased/Manufactured/Subcontract.
Commodity Code: The associated Commodity Code.
Responsible Planner: The Responsible 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.
Include Forecast in ATP: Whether the Forecast Demands are included in the search criteria set in the initial search and, therefore, included in the ATP (Available to Promise) calculation.
Tabs
Summary Review by Item Tab
The grid style format shows supply and Demand resulting in an Ending Balance for the item per period ('Date Range Type').
NOTE Regarding underlined records within the grid: A quick view of related transactions is achieved by hovering the mouse pointer over the record.
Fields
Forecast: Displays the quantity in the Firmed Forecast Demand records within the searched period.
SO Demands: Displays the quantity in the Firmed Sales Order Demand records within the searched period.
WO/Sub Demands: Displays the quantity in the Firmed WO/Sub Demand records within the searched period.
ATP / ATP - Future Supplies Excluded: Displays the quantity of Available To Promise (ATP) within the searched period.
NOTE The Field Name and the quantity will be changed based on the flags 'Include Forecast in ATP' and 'Exclude Future Supplies from ATP'. If the flag 'Exclude Future Supplies from ATP' is checked, the Field Name will be 'ATP - Future Supplies Excluded', otherwise it will be 'ATP'.
Greater of Fcst/Dmds: Displays the larger value of the Forecast vs Demands
Planned Work Orders: Displays the quantity in the Planned Work Order records within the searched period.
Planned Requisitions: Displays the quantity in the Planned Inventory Requisition records within the searched period.
Work Orders: Displays the quantity in the Work Order records within the searched period.
Requisitions: Displays the quantity in the Inventory Requisition records within the searched period.
Purchase Orders: Displays the quantity in the Purchase Order records within the searched period.
Planned Disassembly (Work Order): Displays the quantity in the Planned Disassembly Work Order records within the searched period.
Ending Balance: Displays the total quantity per period.
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 that will be 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 prior to 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.
SEE ALSO
Forecasting MRP Overview
MRP Overview
Detailed Review by Item
