Global Settings — Supply Planning
A method of applying a configuration parameter at the system level. Global settings can be used to do the following:
• Enable or disable features
• Define limits and boundaries to sets of data
• Control parameters used during processing
These are a few of the more common global settings that apply to the Supply Planning module. Contact your Technical Support representative for assistance configuring global settings in your installation of Servigistics.
ALLOW_MASS_APPROVAL_TO_CO_ORDERS
Description
Allows a mass Approve or Disapprove by selecting All or Full for host updated orders when Order Planned is set to c and Order Status is set to o.
◦ When set to false, the mass approval of host updated orders is not allowed.
◦ When set to true, and the PWS_EDIT_CO_ORDERS global setting is set to true, the mass approval of host updated orders is allowed.
Default Value
For upgrades, the value is set to false
For new installations, the value is set to true
How Used
This global setting is respected on the following pages:
◦ Repair
AP_USE_KGAP_SKU_COUNT_DISTRIBUTION_FOR_OP
Description
Controls the SKU to thread distribution strategy used during the multi-threaded Generate Order Plan AutoPilot processing.
◦ When set to true, the SKU load-balancing algorithm is used to distribute the SKU groups across threads.
◦ When set to false the modulo-based assignment is used, which uses a repeating remainder‑based rule to evenly distribute threads.
Default Value
false
How Used
This global setting is used with the Generate Order Plan Auto Pilot process.
APPROVE_FOR_UPLOAD
Description
Determines if the two-stage order approval process is enabled.
◦ When set to true, there are two steps for order approval:
▪ The first stage is the initial approval by the planner
▪ The second stage is the final approval by another planner
◦ When set to false, the order is approved by one planner.
Default Value
false
How Used
This global setting is respected on the following pages:
◦ Repair
DEPLOYMENT_LOADGAP_LOC_LIMIT
Description
Modifies the sequence of background execution steps when loading data if there are more than the specified number of location records. This improves the page load performance.
Default Value
500
How Used
This global setting improves the load performance on the Deployments tab of the Interactive Planner Worksheet
ENABLE_ADVANCED_LAYOUT_IPWS
Description
Enables the Advanced Layout option on Interactive Planner Worksheet
◦ When set to false the feature is disabled
◦ When set to true the feature is enabled
Default Value
false
How Used
This global setting impacts the contents of the 
button on the Interactive Planner Worksheet
button on the Interactive Planner WorksheetENABLE_DASHBOARD_CACHE
Description
Enables the Refresh Planner/Part 360° AutoPilot process on the Planner 360° page.
◦ When set to true the Refresh Planner 360° page AutoPilot process can be run. The Planner 360° page displays data from the cache until it is refreshed by using either of these methods:
▪ Click 
on the toolbar of the Part Based Work Queue Summary container on the Planner 360° page to run the Refresh Planner/Part 360° AutoPilot process. This process updates the display with the most recent data for the current user.
on the toolbar of the Part Based Work Queue Summary container on the Planner 360° page to run the Refresh Planner/Part 360° AutoPilot process. This process updates the display with the most recent data for the current user.▪ Run the Refresh Planner/Part 360° process on the on the Manual tab of the AutoPilot page. This process builds the cache for all of the active planners where the CacheActive setting is y.
 | A cache setting must be enabled for this process to run successfully. Please contact Customer Support for assistance with changing the CacheActive setting. |
◦ When set to false the Planner 360° page always shows real-time data.
▪ is not displayed on the toolbar of the Part Based Work Queue Summary container.
is not displayed on the toolbar of the Part Based Work Queue Summary container.▪ The Refresh Planner/Part 360° AutoPilot process on the Manual tab of the AutoPilot page is not available.
 | • Enabling this global setting is recommended for customer with larger data sets that are experiencing response time issues on the Planner 360° page. It is not necessary for customers with smaller data sets that do not have response time issues on the Planner 360° page. • Operations such as edit and add are automatically refreshed. You do not have to run the Refresh Planner/Part 360° process when the global setting is true to refresh those types of updates. |
Default Value
true
How Used
This global setting impacts the following containers on the Planner 360° page:
◦ Part Based Work Queue Summary
◦ Order Summary
◦ Top Work Queue Items
◦ Supply Chain View
ENABLE_PLAN_INTELLIGENCE_IPWS
Description
Determines if the Plan Intelligence feature is enabled on the Interactive Planner Worksheet.
◦ When set to true, the feature is enabled.
◦ When set to false, the feature is not enabled.
Default Value
false
How Used
This global setting impacts the following pages:
ENABLE_PROPERTYGRID_GRIDLINES
Description
Determines if the grid lines are displayed on the Order/SKU Parameters container on the Interactive Planner Worksheet.
◦ When set to true, the grid lines are displayed.
◦ When set to false, the grid lines are not displayed.
Default Value
false
How Used
This global setting impacts the following pages:
ENABLE_LOCATION_PINNING
Description
Determines if All locations or just the selected Location on the toolbar of the Interactive Planner Worksheet can be pinned on the Orders container.
◦ When set to true:
▪ Selecting All on the location selector of the Orders container and clicking 
will show orders at all locations on the Orders container. If the location selected on the toolbar of the Interactive Planner Worksheet is changed, orders for all locations remain displayed on the Orders container.
will show orders at all locations on the Orders container. If the location selected on the toolbar of the Interactive Planner Worksheet is changed, orders for all locations remain displayed on the Orders container.▪ Selecting the location on the location selector of the Orders container and clicking will update the Orders container with all orders for the location selected on the toolbar of the Interactive Planner Worksheet. If the location selected on the toolbar of the Interactive Planner Worksheet is changed, the Orders container is updated with the orders for the selected location on the toolbar of the Interactive Planner Worksheet.
will update the Orders container with all orders for the location selected on the toolbar of the Interactive Planner Worksheet. If the location selected on the toolbar of the Interactive Planner Worksheet is changed, the Orders container is updated with the orders for the selected location on the toolbar of the Interactive Planner Worksheet.◦ When set to false, the option to pin all locations is removed from the Orders container.
Default Value
false
How Used
This global setting impacts the following pages:
INVENTORY_STUDIO_MAP_DISPLAY
Description
Determines if Bing Maps are displayed on the Part Locator subtab on the Parts tab of the Inventory Studio page.
◦ When set to true, the Bing Map is displayed if the license key is populated for the servigistics.bingmap.licensekey WebUI property.
◦ When set to false, the Bing Map is not displayed.
Default Value
true
How Used
This global setting is respected on the following pages:
MAX_ROWS_FOR_FULL_OPERATION
Description
Limits the number of records returned when the user chooses the Full option on the Procurement, Repair, or Replenishment pages.
Default Value
2000
How Used
This global setting is respected on the following pages:
◦ Repair
OP_ADD_DAYS_TO_LT_TO_CALC_TRIGGER_INVENTORY_POSITION
Description
The number of days to add to the lead time for considering child sales orders.
Default Value
0
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_BALANCE_USE_DEPRECATED_SHORTAGE_STOCKOUTDATE_SORT
Description
Controls which sorting method is used for balancing prioritization using stockout date when either the OP_SHORTAGE_SORT_CRITERIA_1 or OP_SHORTAGE_SORT_CRITERIA_2 global setting is s.
◦ When set to true:
▪ SKUs without a stockout date are not eligible for balancing.
▪ SKUs are prioritized in reverse stockout date order where the most future stockout date is balanced first.
▪ SKUs cannot balance after the stockout date.
◦ When set to false:
▪ SKUs with the earliest stockout risk are now prioritized, ensuring critical shortages are addressed first.
▪ The restriction that balancing cannot occur beyond the stockout date has been removed.
▪ SKUs without a stockout date are balanced with the lowest priority.
Default Value
true for upgrades
false for new installations
How Used
When either the OP_SHORTAGE_SORT_CRITERIA_1 or OP_SHORTAGE_SORT_CRITERIA_2 global setting is s
OP_BALANCE_USE_ONHANDEXCESS
Description
Allows a balance source SKU to consider the full Inventory Position to determine excess and is much closer to the time-phased result.
When set to true:
◦ Order Plan will compare today’s On Hand Good to ROP and Stock Maximum, which have already added forecast over lead time but not added incoming orders over the same period, which the Time-Phased ROP Order Policy already does.
◦ The number of balance orders that can be made will be reduced.
When set to false, Order Plan has the risk of stocking out during lead time if the incoming orders are at the end of the lead time.
This allows a balance source SKU to consider the full Inventory Position to determine excess and is much closer to the time-phased result.
If you set this global setting to true:
◦ Order Plan will compare today’s On Hand Good to ROP and Stock Maximum, which have already added forecast over lead time but not added incoming orders over the same period, which the Time-Phased ROP Order Policy already does.
◦ The number of balance orders that can be made will be reduced.
If you set this global setting to false, Order Plan has the risk of stocking out during lead time if the incoming orders are at the end of the lead time.
Default Value
false
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_CHAIN_AND_SUB_CONSTRAINED_BY_AVAIL_INV
Description
Determines how transfer or substitutions happen
Only applies to trigger and Time-Phased ROP ordering policy. Time-phased Safety Stock is always equivalent to true.
◦ When set to true, the Order Plan process cannot transfer more than the amount physically on hand at the parent during a chain transfer or substitution.
◦ When set to false, the Order Plan process can transfer up to the Inventory Position amount for chain transfer or substitution, which may be greater than physical inventory.
| | This global setting only applies when the Trigger or Time-Phased ROP Order Policies are used. When using the Time-Phased Safety Stock Order Policy, the global setting value is always treated as if it were set to true. |
Default Value
true
How Used
This global setting impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_COMPLIANCE_CALC_CONSIDER_APPROVAL_HORIZON_DAYS_IN_FUTURE
Description
Determines the number of days planners are responsible for approving Order Plan recommendations.
Default Value
1
How Used
This global setting is used with the Ordering Compliance feature.
OP_COMPLIANCE_CALC_HORIZON_DAYS_IN_PAST
Description
Determines the horizon period when calculating the Ordering Compliance.
Default Value
8
| | The recommendation is to run the Ordering Compliance process weekly. The default value of 8 considers a 24 hour window for processing past midnight. |
How Used
This global setting is used with the Ordering Compliance feature.
OP_COUNT_SALES_RETURNS_THROUGH_HORIZON
Description
Determines ROP planning counts for all actual sales returns through the horizon (true) or just up to return lead time, exclusive (false) in the Inventory Position.
◦ When set to true, all sales returns are actual returns and considered as inventory, so the customer can wait to repair all returns rather than procure for them immediately.
◦ When set to false, sales returns are considered as a representation of the return forecast over the horizon and the customer does not use the Servigistics calculated return forecast. This setting limits counting sales returns only to return lead time (exclusive), which is how long Inventory Optimization considers the return forecast when computing ROP. Use false when true does not meet your business needs.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_ENABLE_TIMEPHASED_REPL_CHAIN_DEFICIT
Description
This allows the sum of a child location’s replenishment deficit to be planned at the parent.
◦ When set to false the sum of a child location’s replenishment deficit is not planned at the parent
◦ When set to true the sum of a child location’s replenishment deficit to be planned at the parent. The amount of replenishment deficit coming from the field location can be seen at the parent location’s drill-down.
Time-Phased replenishment deficit with child location drill-down is displayed on the Time Series Grid of the Interactive Planner Worksheet, and represents the replenishment deficit at the end of the last day of the period, called Ending Time Phased Replenishment Deficit.
Default Value
false
How Used
This global setting impacts the calculation of the following modules when using the Time-Phased Safety Stock Order Policy:
◦ Supply Planning
OP_ENABLE_TRIGGER_NEED_TO_SMAX
Description
Determines how the Order Plan process treats order replenishment:
◦ When set to false the replenishment source only orders for actual replenishment requests
◦ When set to true the replenishment source also orders for the need of the replenishment children, up to the stock maximum, even though they may still be above ROP and not creating orders
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_EXCESS_RECALL_TODAY_ONLY
Description
Determines when excess recall orders can be created when using the Time-Phased Safety Stock or Time-Phased ROP Order Policy.
◦ When set to true, excess recall orders can only be created for the current day.
◦ When set to false, excess recall orders can be created as follows:
▪ Through the horizon for Time-Phased Safety Stock
▪ Through Days to Generate Orders for Time-Phased ROP
Default Value
true
How Used
This global setting impacts the calculation of the following modules:
◦ Supply Planning
OP_FORECASTED_RETURNS_STARTING_ON_DAY2
Description
Determines whether forecasted return quantities will be considered available at the end of the day.
◦ When set to true, the return quantities are considered available at the end of the day.
◦ When set to false, the return quantities are not available for picking today. This setting is appropriate when bad units are returned directly to an offsite repair facility.
Default Value
false
How Used
This global setting impacts the calculation of the following modules:
◦ Supply Planning
OP_GENERATE_ORDER_PLAN_PART_HEALTH_DATA
Description
Determines whether the Part Health page is populated.
◦ When set to false the Part Health page is not populated.
◦ When set to true the Generate Order Plan AutoPilot process generates the data that populates the Part Health page.
Default Value
false
How Used
This global setting impacts the availability of the Part Health
OP_HONOR_FSR_IN_TOROP_INHOUSE_MOVES
Description
Determines how fair share reserve amounts are handled.
◦ When set to true, the Order Plan process holds back the Fair Share Reserve amount of the parent chain part when downchain part requests a chain transfer.
◦ When set to false, all chain parent inventory can be transferred to the downchain part.
| | This global setting only applies when the Time-Phased ROP Order Policy is used and the OP_CHAIN_AND_SUB_CONSTRAINED_BY_AVAIL_INV global setting is true. A setting of true for this global setting is not recommended. |
Default Value
false
How Used
This global setting impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_IGNORE_ORDER_DATE_IN_TRIGGERPT
Description
Determines whether the Trigger Point and Time-Phased ROP Order Policies ignore the order date calendar or ordering as late as possible and create an order today if there is a need today.
◦ When using Trigger Point, setting this to true is practical, to be able to see today's replenishment deficit or the replenishment order that will only be created in the future when that future order date becomes today.
◦ When using Time-Phased ROP, setting this to false is more consistent with Time-Phased Safety Stock to only use valid order dates or order as late as possible because the future orders are generated and shown today.
Default Value
false
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_IGNORE_RETURN_FORECAST_UNTIL_RETURN_LT
Description
Determines when the return forecast is considered in planning
◦ When set to true the return forecast is not counted, but the sales return is counted until the return lead time period is reached. The prevents the double-counting of both the actual sales returns during the period and the return forecast.
◦ •When set to false the return forecast is counted, as well as the sales return, until the return lead time period is reached. This setting should be used if you do not want to send the actual sales returns into the system and only want to use the return forecast.
Default Value
true
How Used
This global setting impacts the calculation of the following modules:
◦ Supply Planning
OP_INCLUDE_SALES_ORDERS_TO_CALC_TRIGGER_INVENTORY_POSITION
Description
Determines whether the Time-Phased Safety Stock and Time-Phased ROP Order Policies include sales orders.
◦ When set to true, sales orders are included.
◦ When set to false, sales orders are not included.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_MAX_FUTURE_DAYS_LIMIT
Description
Defines the maximum number of days into the future for Order Plan calculations. This setting prevents Order Plan from planning too far into the future by enforcing an upper limit on the planning horizon.
Valid entries are greater than 0.
Default Value
1825 days (approximately 5 years)
How Used
This global setting impacts the calculation of the following modules:
◦ Supply Planning
OP_NONASL_FUTURE_PROCURE
Description
Controls whether Order Plan generates future procurement orders for non‑ASL SKUs.
◦ When set to true, Order Plan generates future procurement orders for non-ASL SKUs.
◦ When set to false, Order Plan does not generate future procurement orders for non-ASL SKUs.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased Safety Stock and Time-Phased ROP Order Policies and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_NONASL_FUTURE_PROCURE_AFTER_TODAY
Description
Controls whether Order Plan generates future procurement orders considering the forecast from today of the non-ASL children.
◦ When set to true, Order Plan generates a procurement order today without considering the non-ASL children forecast.
◦ When set to false, Order Plan does not generate a procurement order today without considering the non-ASL children forecast.
Default Value
false
How Used
This global setting is part of the configuration requirements for using the Time-Phased Safety Stock Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
For example, Non-ASL Central location, with a procurement lead time of 5 days, has an external demand of 1/day and rolled up non-ASL children forecast as 2/day. Today is the 1st of the month.
When set to false: Order Plan recommends a procurement order of 6 units today with an available date of the 6th (1/day needed for 6 days)
When set to true: Order Plan recommends a procurement order of 18 units today with an available date of the 6th (3/day needed for 6days)
| | The OP_NONASL_FUTURE_PROCURE global setting must be true, otherwise OP_NONASL_FUTURE_PROCURE_AFTER_TODAY is ignored. |
OP_OVERDUE_ORDERS_AVAILABLE_TOMORROW
Description
Determines if the Effective Available Date of an order is changed from today’s date to tomorrow’s date.
◦ When set to true, the Effective Available Date is set to tomorrow for any overdue order that calculates an Effective Available Date equal to today.
◦ When set to false, the Effective Available Date is not altered for overdue orders.
Default Value
◦ false for upgrades
◦ true for new installations
How Used
This global setting impacts the Order Plan calculation.
OP_REDUCE_PARENT_NEED_BY_IP_EXCESS
Description
Determines if excess from a child location is rolled to the parent location instead of creating a replenishment order from the parent.
When a child location has Replenishment Need to Stock Maximum be preordered by its replenishment parent today while there is still excess in the network and when the child actually reaches ROP in the future
◦ When set to true, all excess from child locations are rolled up to the Inventory Position of the parent location to reduce orders.
◦ When set to false, the Inventory Position of the parent location does not include excess from child locations.
Default Value
false
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_ROLLUP_NONASL_FCST
Description
Determines if the forecast at non-ASL child locations is rolled up to the parent.
◦ When set to true, the forecast from non-ASL child locations is aggregated and rolled up to the parent, and those non-ASL SKUs are included in the GAP.
◦ When set to false, the forecast from non-ASL child locations is not rolled up to the parent.
Default Value
true
How Used
This global setting impacts the calculation of the following modules:
◦ Supply Planning
OP_SCS_MOVE_TG_TO_AVAIL
Description
Controls whether the time gate is moved to the next available calendar date or a prior calendar date.
◦ When set to a the time gate is moved to the first date after the available date
◦ When set to b the time gate is moved to the first calendar date before the available date
◦ When set to n the time gate is not moved
Default Value
a
How Used
This global setting impacts the following features:
OP_SCS_TG_RESPECT_CAL
Description
Controls whether the calendar is respected when using the Schedule Change Suppression feature.
◦ When set to false the calendar is not considered
◦ When set to true the calendar is considered
Default Value
true
How Used
This global setting impacts the following features:
OP_SHORTAGE_SORT_CRITERIA_1
Description
Determines the primary method for the sorting of shortage locations when using the Balance feature.
◦ When set to q the sorting of short locations is performed based on Quantity
◦ When set to s the sorting of short locations is performed based on Stock Out Days at Destination
| | The secondary method for the sorting of shortage locations is determined on the OP_SHORTAGE_SORT_CRITERIA_2 global setting |
Default Value
q
How Used
This global setting impacts the calculation of the following:
OP_SHORTAGE_SORT_CRITERIA_2
Description
In conjunction with the OP_SHORTAGE_SORT_CRITERIA_1 global setting, this global setting determines the secondary method for the sorting of shortage locations when using the Balance feature.
◦ OP_SHORTAGE_SORT_CRITERIA_1 is set to s
OP_SHORTAGE_SORT_CRITERIA_2 is set to q
The need locations are prioritized based on the Stockout Date with the oldest receiving balancing stock first.
Locations with the same need quantity are prioritized by the second sort.
◦ OP_SHORTAGE_SORT_CRITERIA_1 is set to q
OP_SHORTAGE_SORT_CRITERIA_2 is set to s
The need locations in the same processing level are ranked in order of total need quantity, with the location that has the greatest need receiving balancing stock first.
Locations with the same need quantity are prioritized by the second sort.
◦ When set to null, the secondary sort is not active
Default Value
s
How Used
This global setting impacts the calculation of the following:
OP_SUBSTITUTE_NO_FORECAST
Description
Controls how Order Plan fills in missing future forecasts. Valid entries are:
Option | Description |
|---|---|
1 | Drag Forward: The last available forecast slice is carried forward as the forecast for all future slices. |
2 | Annual Forecast:The last available annual f |
3 | Slice Average: The average of all forecasted slices is used. |
4 | Use Zero: The forecast is considered as 0 (zero) for all future slices. |
Default Value
2
How Used
This global setting is used with the Exclude From ROP in Order Plan setting on the Forecast Stream
OP_TIME_PHASED_ROP_CALENDAR_ADJUSTMENTS_AT_TOP_MOST_LOC_ONLY
Description
Determines if Order Plan should adjust for calendar restrictions only at top-most locations since Order Plan can handle top-most locations correctly but internal locations should use Inventory Optimization for the most accurate adjustments.
◦ When set to true, Order Plan does the adjustment.
◦ When set to false, Order Plan does not make the adjustment.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_CALENDAR_ADJUSTMENT_IO_LEAD_TIME_INCREASE
Description
Differentiates the closure gaps from the normally scheduled gaps in availability that Inventory Optimization was configured to cover. The field is entered in terms of days.
For example, a value of 7 assumes that Inventory Optimization is used for ordering regularly at least once a week and the lead time is extended by 7 days due to calendars. The Calendar Lead Time Adjustment is calculated as one day of forecast lead time adjustment.
Default Value
7
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
All SKUs that have restricted ordering less than or equal to this global setting must be adjusted in Inventory Optimization.
◦ In regularly scheduled ordering scenarios, if ordering is restricted to at most once a week, optionally closed weekends, and the Inventory Optimization ordering period is 7, set the global setting value to 7.
◦ If ordering is restricted to once every 2 weeks and the Inventory Optimization ordering period for all SKUs is 14 or less, set the global setting value to 14.
◦ If ordering restrictions should be handled by Order Plan and not via Inventory Optimization configuration, set the global setting value to 0.
OP_TIME_PHASED_ROP_ENABLE
OP_TIME_PHASED_ROP_ENABLE
Description
Determines if the Time-Phased ROP Order Policy is used.
◦ When set to true:
▪ The Time-Phased ROP Order Policy logic is enabled.
▪ The existing Trigger Point and Time-Phased Safety Stock Order Policies are disregarded.
▪ The Perform Upchain Excess Transfer and Perform Substitution Excess Transfer fields on the General tab of the Ordering Parameters page are enabled.
▪ The Time-Phased ROP Schedule Change Suppression pages are enabled for Procurement and Repair orders.
◦ When set to false:
▪ The Time-Phased ROP Order Policy logic is not used and the Trigger Point and Time-Phased Safety Stock Order Policies are in effect.
Default Value
true
How Used
This global setting enables the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_ENABLE_CALENDAR_ADJUSTMENTS
Description
Enables ordering for gaps in available dates, such as closed periods.
◦ When set to true, the Order Plan process orders extra inventory to cover need until the next order available date. This should be enabled if using calendars.
◦ When set to false, the Order Plan does not order extra inventory for need until the next order available date.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_IP_DAYS_TO_OUTPUT
Description
A numeric value that determine how many daily columns to display on the Inventory Position Summary container of the Interactive Planner Worksheet
For example:
◦ When set to 14, 14 daily columns are displayed
◦ When set to 21, 21 daily columns are displayed
After this number is reached, the columns are displayed as the first and last day of the period, through the horizon.
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_OUTPUT_ZERO_QTY_RECS
Description
Determines if the Time-Phased ROP and Trigger Point Order Policies will output today's zero recommended quantity replenishment orders.
◦ When set to true, the zero recommended quantity replenishment orders are created
◦ When set to false, the zero recommended quantity replenishment orders are created
Default Value
true
How Used
This global setting is part of the configuration requirements for using the Time-Phased ROP Order Policy and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_REPAIR_QUANTITY_REPRESENTS_INDUCTED
Description
Controls whether the quantity of the repair order represents the amount of material inducted for repair or for rework.
◦ When set to true, the repair order quantity is the amount of material inducted for repair.
◦ When set to false, the repair order quantity is the expected amount of fixed good material coming back from repair.
For example:
◦ Inventory Position = 10
◦ Repair ROP = 10
◦ Stock Maximum = 15
◦ Repair Wash Rate = 50%
When the global setting is true, a repair order is created for 5 bad parts to be sent for repair to bring the Inventory Position up to the Stock Maximum.
When the global setting is false, repair orders of 5 expected fixed good parts, and a repair Bad Sent order of 10 are created. The Inventory Position only counts the good parts, which would increase the Inventory Position to 15.
Default Value
true
Recommended Setting
true
How Used
This global setting only applies when using the Time-Phased ROP Order Policy, and impacts the Order Policy logic of the following modules:
◦ Supply Planning
OP_TIME_PHASED_ROP_ROLLUP_NONASL_FCST_USE_FAST_METHOD
Description
Controls how Non-ASL Forecast is calculated during the Generate Order Plan AutoPilot processing.
◦ When set to true, the Non-ASL and disconnected forecast of the child locations at the parent are derived. It is calculated as Total Internal Forecast @ Parent – Non-Repairable Forecast @ ASL Child
Where Non‑Repairable Forecast @ASL child = Total Forecast @ASL Child − Repairable Forecast @ASL Child, including NFF
The setting of true is valid only when using the Time-Phased ROP Order Policy and the OP_ROLLUP_NONASL_FCST global setting is also set to true.
◦ When set to false the Non-ASL and disconnected forecast of the child locations are explicitly rolled up to the parent location.
The setting of false is valid for all Order Policies.
Default Value
true
How Used
This global setting is used with the Generate Order Plan Auto Pilot process.
OP_TIME_PHASED_ROP_USES_TIME_PHASED_ROP_FAIRSHARE
Description
Determines if the prioritization of location that are not expecting to carry a backorder.
◦ When set to true, the Fair Share logic prioritizes locations that are not expecting to carry a backorder (ROP is greater than or equal to Lead Time Demand) over the locations that are expected to carry a backorder (ROP is lower than Lead Time Demand).
◦ When set to false, the Fair Share logic does not prioritize locations that are not expecting to carry a backorder.
Default Value
true
How Used
System wide.
OP_VENDOR_CAPACITY_DATE_INDEX
Description
Determines which ordering date is used with the Vendor Capacity feature. Valid entries are.
Entry | Description | ||
|---|---|---|---|
0 | Order Date
| ||
1 | Ship Date | ||
2 | Receive Date | ||
3 | Available Date |
Default Value
0
How Used
Used by the Vendor Capacity feature.
PI_VENDOR_PERF_CALCULATE_PERIOD_MONTHS
Description
Determines the horizon in months past the order history data to be used for Vendor Performance messages in Plan Intelligence.
Default Value
12
How Used
This global setting is used with Plan Intelligence.
PI_VENDOR_PERF_MIN_ORDERS
Description
Determines the minimum number of closed orders that are required for a vendor location.
Default Value
10
How Used
This global setting is used with Plan Intelligence.
PI_VENDOR_PERF_RETAIN_SLICES_MONTHS
Description
Determines the number of periods in months to retain for the vendor performance that was calculated in the past, including the current month.
Default Value
6
How Used
This global setting is used with Plan Intelligence.
PWS_EDIT_CO_ORDERS
Description
Allows modification of the host updated order when planner to edit the host updated orders when Order Planned is set to c and Order Status is set to o.
When set to false, host updated orders cannot be modified.
When set to true, host updated orders can be modified.
Default Value
true
How Used
This global setting is respected on the following pages:
◦ Repair
PWS_DISPLAY_PROC_REPL_REPA_FIELDS
Description
Determines when Procurable, Replenishable, and Repairable fields are displayed on the Order/SKU Parameters container of the Interactive Planner Worksheet.
When set to true, the Procurable, Replenishable, and Repairable fields are always displayed regardless of the Procurable, Replenishable, and Repairable field settings.
When set to false, the Procurable, Replenishable, and Repairable field settings are honored and only those set to Yes are displayed.
Default Value
true
How Used
This global setting is used on the following pages:
PWS_UPLOAD
Description
Determines if approved orders can be uploaded from Servigistics to the host system on the following pages:
◦ Orders container on the Interactive Planner Worksheet
◦ Procurement
◦ Repair
◦ Replenishment
◦ When set to true, the Upload Data to Internal System option is available on the Manage pop-up window.
◦ When set to false, the Upload Data to Internal System option is not available on the Manage pop-up window. Orders cannot be manually uploaded to the host system.
Default Value
false
How Used
Enables approved orders to be uploaded to the host system.
This global setting is respected on the following pages:
RESTRICT_MANUAL_ORDER_CREATION
Description
Restricts the creation of orders on the Orders container of the Interactive Planner Worksheet.
Use this chart to understand how the global setting impacts order creation by Order Type:
Order Type | Global Setting = true | Global Setting = false |
|---|---|---|
Balancing | The Source Location Name is a dropdown list that contains valid locations with no search option | The Source Location Name is a dropdown list of locations with search option (  ) |
Excess Recall | N/A | N/A |
Procurement | The Vendor Location Name is a dropdown list that contains valid locations with no search option | The Vendor Location Name is a dropdown list of locations with search option ( ) |
Repair | The Vendor Location Name is a dropdown list that contains valid locations with no search option | The Vendor Location Name is a dropdown list of locations with search option ( ) |
Replenishment | The Source Location Name is pre-populated and cannot be changed | The Source Location Name is a dropdown list of locations with search option ( ) |
When the RESTRICT_MANUAL_ORDER_CREATION global setting is set to true the following rules apply:
◦ The Order Types that appear in the dropdown list reflect the ordering properties of the SKU.
For example, if a SKU can be repaired then Repair is displayed in the dropdown list. If a SKU can be procured, then Procure is displayed in the dropdown list.
◦ The Location cannot be changed when a new order is created or an existing order is modified.
Default Value
false
How Used
Restrictions apply only to new orders created on the Orders container of the Interactive Planner Worksheet.
| | Existing orders are not impacted. Setting RESTRICT_MANUAL_ORDER_CREATION to true only impacts the creation of new orders. |
RS_MAX_PAGES
Description
The maximum number of pages of records that can be viewed on any page. It also governs if the Full option is available on the Procurement, Replenishment, and Repair pages.
◦ When there are more records available than the value of this global setting, the Full option is visible.
◦ When there are not more records than the value of this global setting, the Full option is not available.
Default Value
25
How Used
This global setting is respected on the following pages:
◦ Repair
For example, if the global setting is set to 25 and the GRID_PAGE_SIZE global setting is set to 20, then only 500 records can be viewed. If there are 700 records, then the Full option is available.
RUN_OP_SYNC_DB
Description
Controls whether the Order Plan Synchronize DB AutoPilot process is automatically run after Synchronize Database.
◦ When set to true the process is run after Synchronize Database finishes.
◦ When set to false the process is not run automatically after Synchronize Database finishes.
Default Value
true
How Used
This global setting impacts the Order Plan processing.
RUN_OP_SYNC_DB_CLEANUP
Description
Controls whether the Order Plan Synchronize DB Cleanup AutoPilot process is automatically run after Order Plan Synchronize DB.
◦ When set to true the process is run after Order Plan Synchronize DB finishes.
◦ When set to false the process is not run automatically after Order Plan Synchronize DB finishes.
Default Value
true
How Used
This global setting impacts the Order Plan processing.
USE_TIME_PHASED_LEVELS
Description
Controls whether the Order Planning process uses the stock levels of the current slice over the planning horizon or uses the stock levels of each individual slice
◦ When set to false the stock level values that are computed by the Inventory Optimization process for the current slice are used for all slices
◦ When set to true the stock level values that are computed by the Inventory Optimization process for each corresponding slice are shown in the Time Series Grid on the Interactive Planner Worksheet, and the values are used by each slice for ordering
Default Value
true
How Used
This global setting impacts the following pages:
◦ Interactive Planner Worksheet