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Planning line colors

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To assist planners in determining which planning lines need attention, Industrial Equipment Manufacturing uses color codes.

Availability and inventory are calculated per project. Assuming that an item can appear on several project planning lines, the Total Remaining Qty. per item is first calculated for the project.

The Planning Information fact box on the project planning line shows, for items:

  • Availability: calculated as inventory at the planning date minus reservations (Available to Promise).

  • Inventory: calculated as the physical inventory on hand without considering Anywhere Mobility Solutions reservations. This inventory could be reserved for other demand.

  • Reserved Quantity on Inventory: shows inventory actually reserved for the selected planning line as part of the total inventory.

These calculations produce the following colors:

  • Green: Availability > Total Remaining Qty. There is enough available inventory to cover the project demand.

  • Blue: Availability < Total Remaining Qty. and the demand is not transferred to a supply order. This line must be ordered.

  • Bold: Availability < Total Remaining Qty. but the demand is transferred to a supply order, waiting to be received.

  • Red: Inventory < Total Remaining Qty. and the demand is transferred to a supply order, and the planning date < work date. Although ordered, the supply is too late and must be expedited.

Example

New Project Planning Line

The notification and fact box indicate that there is no supply for this item. Although there is inventory, availability shows −10, which means the 10 on inventory are reserved for another order. The blue/italics line color indicates that there is no supply order.

Supply ordered

A purchase order has been placed and the fact box indicates there is no longer a negative availability for this line. The black/bold line color indicates a purchase order has been created.

Supply is late

The work date is now later than the planning date, which changes the line color to red as a warning.

Supply received

The purchase order has been received. Inventory increased to 20 and the Reserved Quantity on Inventory shows 10. The green line color indicates that inventory is available and ready to be posted.

Planning Line posted

The planning line has been posted. The line color returns to standard, and inventory and reserved quantity on inventory decreased.