Deployments
Recommended WorkflowCustomize Page LayoutView Common Functions
The Deployments container on the Interactive Planner Worksheet shows data related to stock amounts and stock levels, along with an overview of the stocking strategy for the part across all locations. Reviewing the information on this page is Step 3c of the Daily Planner Workflow.
• Stock amounts
• Stocking levels
• Today’s excess, critical shortage, days on hand, balancing, replenishment amounts sent and received for all the locations.
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The export function in this container exports all rows. The GS MAX_EXPORT_ROWS global setting does not apply to this container.
Set the DEPLOYMENT_LOADGAP_LOC_LIMIT to improve load performance when working with a large number of location hierarchies.
These are the actions you can perform on this page:
Action
Description
Display Planned Locations/Display All Locations
Enables the display of the stocking strategy of a part based on the planned GAP location or all locations (planned and non-planned locations). Options are:
When the selected SKU is in a GAP:
• Display Planned Locations – Displays the planned locations that are in the GAP (IPCS_ORDER_PLAN_GAP) of the SKU
• Display All Locations – Displays all locations from the location hierarchy (IPCS_NS_LOC_TREE) that are in the GAP (IPCS_ORDER_PLAN_EXTRA_PAIRS) of the SKU
When the selected SKU is not in a GAP
• When the selected SKU is the top most location:
◦ Display Planned Locations – Displays all locations from the location hierarchy (IPCS_NS_LOC_TREE) for the selected SKU.
◦ Display All Locations – Displays all locations from the location hierarchy (IPCS_NS_LOC_TREE) for the selected SKU.
• When the selected SKU is a child location:
◦ Display Planned Locations – Displays the planned locations which are in the GAP (IPCS_ORDER_PLAN_GAP) of the first parent of the selected SKU.
◦ Display All Locations – Displays locations from the location hierarchy (IPCS_NS_LOC_TREE) for the selected SKU which are present in the GAP (IPCS_ORDER_PLAN_EXTRA_PAIRS) and the selected SKU.
Show Total
Select this checkbox to show the Total row that aggregates the amounts for the entire location hierarchy.
Show Subtotal
Select this checkbox to show the subtotal row that aggregates the amounts for the child locations under locations in the hierarchy. This option is only available when the Next Generation View is enabled.
• The total count of the child locations is not displayed next to the parent location when the Show Subtotal checkbox is selected.
• Hyperlinks for Orders and Backorders on subtotal rows are not available.
• A subtotal for these fields is not available:
◦ Annual Forecast
◦ Current Period Forecast
◦ Pipeline Forecast
◦ Total Daily Forecast
◦ Total Period Forecast
Date Type
This filter is used with the Date Range filter. Select a date type from the dropdown list to filter by the related date fields. The dates are evaluated in the following order by Date Type:
Date Type
Associated Date Fields
Ordered
Recommended Order Date
Actual Order Date
Effective Order Date
On Hold Order Date
Planned Order Date
Shipped
Recommended Ship Date
Actual Ship Date
Effective Ship Date
On Hold Ship Date
Planned Ship Date
Received
Recommended Receive Date
Actual Receive Date
Effective Receive Date
On Hold Receive Date
Planned Receive Date
Avail
Recommended Available Date
Actual Available Date
Effective Available Date
On Hold Available Date
Planned Available Date
For example:
• Date Type = Ordered
• Date Range = Last 60 Days
The records are evaluated and displayed in this order:
• Display records where the Recommended Order Date is within the Date Range
◦ If the Recommended Order Date is blank then display records where the Actual Order Date is within the Date Range
▪ If the Actual Order Date is blank then display records where the Effective Order Date is within the Date Range
▪ If the Effective Order Date is blank then display records where the On Hold Order Date is within the Date Range
▪ If the On Hold Order Date is blank then display records where the Planned Order Date is within the Date Range
Date Range
Select a date range to limit the display to only records that match the date range selection. Valid options are:
• None — All records are displayed in the listing.
• Today
• Last 365 Days
• Next 7 Days
• Next 30 Days
• Next 60 Days
• Next 90 Days
• Next 365 Days
• Custom — Select this option to display the beginning date and ending date selectors. Specify the beginning and ending dates to define the date range.
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This setting persists after you leave this container and return to it later. For example, if you select Next 90 Days and leave this page, the next time your return to this container, the setting will still be Next 90 Days.
Click this button to enable or disable the Next Generation View display.
• Click this button once to enable the Next Generation View display.
• Click this button again to disable the Next Generation View display.
Click to display the rows of related information. For example, a parent location and all of the related child locations.
Click to hide the rows of related information. For example, hide the related child location of a parent location.
Location
Do one of the following:
• Left-click a location to refresh the Interactive Planner Worksheet with data for that location.
• Right-click a location to display a dropdown menu of pages you can select:
◦ Select Location Properties to open the properties window for the selected location.
◦ Select SKU to open the SKU window for the selected SKU.
Value hyperlinks
The Total row and each location row has hyperlinks in the following columns:
• Excess Recall Sent
• Excess Recall Received
• Balancing Order Received
• Balancing Order Sent
• Procurement Order
• Repair Order (no hyperlink on the total row, only applicable on the location rows)
• Replenishment Received
• Replenishment Sent
Do any of the following to view more information:
• Hover your mouse over a hyperlink to display a pop-up description about the data.
• Click a hyperlink to refresh the Orders container with the orders for the selected location and column combination. The selected Date Range is applied to the Orders container.
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