Planning Worksheet: Transactions

Planning Worksheet: Transactions

Transactions

View an items Demands, Procurements, Productions, Stock Transfers, Stock Adjustments, and Stock Pegs from the Transactions tab. 





  1. Demands, Procurements, Productions, and Stock Transfers have an Edit Mode toggle allowing you to edit column data. Click the Edit Mode toggle and select a column name, you can then edit the data with that column.







Demand

Name
Submitted
Description
End Time
Item
Expiry Date
Item Description
Status
Location
Is Feasible
Location Description
Short Fall Quantity
Customer
Late Fill Quantity
Customer Description
Priority
Demand Type
Expedite
Quantity
Earliest Fill Date
Need Time
Late Fill Time
Need Interval






Procurements

Name
Submitted
Description
Cost
Procurement Type
Supplier
Item
Label
Item Description
Start Delivery
Location
Delivery Time
Location Description
Order Date
Quantity





Productions

Name
Location Description
Description
Manufacturing Method
Production Type
Resource
Earliest Start Time
Scheduled
Need Time
Quantity
Order Type
Manufacturing
Item
Is Feasible
Item Description
Days Late
Location
Days Early




Stock Transfers

Name
Source Location Description
Description
Source Time
Is Feasible
Source Quantity
Earliest
Short Fall
Submitted
Late Fill
Transfer Cost
Dest Item
Transfer Type
Dest Item Description
Vehicle Type
Dest Location
Source Item
Dest Location Description
Source Item Description
Dest Time
Source Location
Dest Quantity




Stock Adjustments

Name
Location Description
Description
Quantity
Item
Time
Item Description
Age Days
Location






Transaction Details

Select Transactions Details from the right-click menu to view that attribute's:
  1. Order
  2. Due Date
  3. Quantity
  4. Status (View Violations)
  5. Quantity (On Time, Late, Lost Quantity)
  6. Revenue (Revenue, Revenue in Jeopardy, Lost Revenue)
  7. Edit, Evaluate, and Delete options 









Edit

Edit the Transaction Demand for that attribute.







Edit Purchase Transactions

Vendor and Contract fields are synchronized when editing Purchase Transactions. Vendor is editable when the Vendor Optimization module is not enabled. Selecting or changing a contract automatically updates the associated vendor.















Evaluate

Perform a What If scenario on a transaction by clicking the Evaluate link.





  1. Type a Quantity and select a Start Date for the Transaction, then click Evaluate to start the What If process.




  1. The Evaluate drawer will populate with Sales Revenue, Capacity Utilization, Demand Met, Monthly Inventory, and Demand Filled on Time data widgets by default.











  1. You can add more widgets by clicking the +Add Widget button.















Delete

Click Delete to launch the Confirm deletion popup. Click Cancel or Confirm. 





Create New Transactions

Create transactions for Procurement, Production, Transfer, Demand, and Substitutions. Right-click a data attribute in the table and select Create Transactions.




Procurement

Create a Procurement transaction. Quantity, Period, and Purchase Type are all required; Name, Details, Contracts, Contract Status, and Supplier are optional. Click Create to finish. 



Production

Create Production transactions. You can create a Fixed Length production transaction and a Use Cycle Times Production transaction. 



  1. When creating an MO with Use Cycle Times, keep in mind that End Delivery on Target Date and Start Delivery on Target Date account for post-production delivery delay (max delay across operations). "End Delivery" back-schedules the MO so that last operation finish + delay = target date, while "Start Delivery" back-schedules so that last operation start + delay = target date. Both options are available in the Schedule Type dropdown on the Production tab when Use Cycle Times is selected.




Transfer

Lot Size and Lead Time are read-only fields in the Create Transaction dialog. Values are automatically populated based on the selected Item + Location.
If the Item or Location changes, the values refresh automatically. You cannot edit these values from the dialog.

Data Source
  1. Production Orders: Process Data (Lot Size, Minimum Run Size, Delay Time)
  2. Purchase Orders: Vendors by Stock (Lot Size, Minimum Lot Size, Lead Time)
  3. Transfer Orders: Transport Routes (Lot Size, Transit Time)






Planning Worksheet series