Use the simple planning worksheet

On the Simple Planning Worksheet page, you can review the production plan generated based on logical calculations, edit the plan to suit your requirements, and create multiple production orders.

The Lot Production Date, Expected Customer No., Expected Customer Name, Third Party No., and Third Party Name field values are carried forward from the suggested demand lines into this worksheet. These values originate from the demand forecast entries and sales orders and flow through the split lines into the production plan.

The following procedure outlines how to manage the demand lines generated.

1. Open the Simple Planning Worksheet page via:

   • the Calculate Production Plan page.
     For more information, see Generate a production plan
   • the Suggested Demand Lines page.
     For more information, see Manage suggested demand lines.

   You can view details of the production order lines in the following fields:

   Field	Description
   Item No.	Specifies the item number.
   Description	Specifies the description of the item.
   Production Date	Specifies the date of the demand forecast that the line belongs to.
   No. of Production Orders	Specifies the number of production orders associated with the item.
   Action Qty	Specifies the quantity of the production order per production order or the sum of the quantities of all the production order lines in the case of the item header. You can enter the quantity values if required.
   Accept Action	Select the checkbox if you want to accept the action message proposed for the line.
   Action Message	Specifies the action to be taken by the system to re-balance the demand-supply situation. The available options are: Increase: Increase the quantity of the production order as the production quantity is less than the production plan quantity. If there are multiple production orders, the quantity will be increased in the most recently created order. Reduce: Reduce the quantity in the production order as the production quantity exceeds the production plan quantity. If there are multiple production orders, the quantity is decreased in the oldest production order. Remove: Remove the production order and cancel the item tracking lines, as the production order does not have an output quantity. None: No action is taken as the production quantity of the production order matches the planned production quantity. If no production order line exists, the system creates a production order line with values to match the production plan quantity.
   Ref. Order No.	Specifies the related production order number.
   Ref. Order Line No.	Specifies the line number assigned to the production order number.
   Rem. Qty. on Prod. Order	Specifies the remaining quantity on the production order.
   Item Tracking Exists	Specifies whether the component or item tracking lines exist for the production order.
   Ref. Order Status	Specifies the status of the production order.
   Lot Production Date	Specifies the Lot Production Date carried forward from the Suggested Demand Lines. This value originates from the demand forecast entry or the sales order's lot attribute requirement and flows through the split lines into the production plan. The field label displayed matches the Lot Production Date field caption configured on the Expiration Management Setup page. For example, it may appear as Depot Date or any other label the user has defined. This field is visible only when the Aptean Expiration Management extension is installed and a lot attribute is linked on the Simple Factory Wizard Setup page.
   Expected Customer No.	Specifies the customer number carried forward from the suggested demand lines. This value originates from the demand forecast entry or the sell-to customer number of the originating sales order.
   Expected Customer Name	Specifies the name of the customer. This value is automatically populated based on the Expected Customer No. field value.
   Third Party No.	Specifies the service provisioning owner (Third Party) carried forward from the suggested demand lines. This value originates from the demand forecast entry. This field is visible only when the Aptean Service Provisioning extension is installed.
   Third Party Name	Specifies the name of the service provisioning owner. This value is automatically populated based on the Third-Party No. field value. This field is visible only when the Aptean Service Provisioning extension is installed.
   Verbose Message	Specifies the actions to be executed on the production order.

   • The Label Date field has been removed from the Simple Planning Worksheet page as of version 2601.0.0.0. When the Aptean Expiration Management extension is installed, the Lot Production Date field is equivalent. When it is not installed, neither field is displayed.
   • The Third-Party Name field is available on the Simple Planning Worksheet page via personalisation and is hidden by default.

2. Select the following actions as required.

   The actions impact all the Simple Planning Worksheet page lines.

   Action	Description
   Set Accept Action	Select the Accept Action checkbox for all lines.
   Reset Accept Action	Clear the Accept Action checkbox for all lines.
   Process Production Order	Process the production order for all lines based on the quantity defined in the simple planning worksheet.

   Upon executing the Process Production Order action, the production orders are created accordingly.

The Lot Production Date, Expected Customer No., Expected Customer Name, Third Party No., and Third Party Name field values displayed on this page are carried forward from the split suggested demand lines. These values are for reference and reflect the planning dimensions that were applied during the calculate production plan step.