Supply Planning > Workflow > Analyze > Interactive Planner Worksheet (Plan) > Orders
Orders
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The Orders container on the Interactive Planner Worksheet lists all of the recommended and approved orders in the Order Plan for the selected SKU. Reviewing the information on this page is Step 3d of the Daily Planner Workflow.
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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.
These are the actions you can perform in this container:
Filter
Description
Location
The container is filtered to display only the orders matching the location selected for the Interactive Planner Worksheet. Do one of the following:
• Select All to display all orders from GAP for the selected part for all locations
• Select the location to display all orders from GAP for the selected part for the location selected on the toolbar of the Interactive Planner Worksheet.
Order Type
Display only the orders matching the selected Order Type.
• Click an empty checkbox to select that order type.
• Click a check mark in a checkbox to remove that order type from the selection.
Valid options are:
• All Order Types – When this is checkbox is selected, all order types are also selected.
• Procure
• Repair
• Replenishment
• Balance
• Excess Recall
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When the RESTRICT_MANUAL_ORDER_CREATION global setting is set to true 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.
Approval Status
Select an approval status to display only the orders that have a matching approval status. Valid options are:
• All
• Approved — displays only approved orders
• Not Approved — displays only orders that are not approved
• Planned
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These options are within the GAP SKUs.
Inbound or Outbound
Select an entry to filter the display by the order direction. Valid options are:
• Inbound
• Outbound
• Inbound/Outbound
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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When None is selected, the date range fields are not displayed on the toolbar of the Orders container.
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.
Display Part Chain
Click this button to display the orders related to parts that are associated with the part chain. Click it a second time to hide the part chain information.
On Hold State
Filters orders based the hold status. Set to one of the following options:
• Show All — Select this option to show orders on hold, orders that are not on hold, and orders on hold that expired
• Show On Hold — Select this option to show only orders on hold
• Hide On Hold — Select this option to hide orders that are on hold, thereby showing only orders that are not on hold
• Show Expired On Hold — Select this option to show only orders with an On Hold Until Date that has expired.
If you pinned a filter, and then updated the filter settings by either selecting a hyperlink in another container that links to the Orders container or manually selected something else, you can click this button to reset the filter settings to the filter you pinned.
Pin
Click this button to save (pin) the current filter settings.
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The function of Pin for the Location dropdown is controlled by the ENABLE_LOCATION_PINNING global setting.
Selected / All
Select an option for Approving or Disapproving orders:
• Selected – Select this option to approve or disapprove only the selected record.
• All – Select this option to approve or disapprove all records.
Click this button to approve the selected orders.
Click this button to disapprove the changes to the selected orders.
Manage
Select one or more orders and click this button to display the list of actions you can take on the selected orders. Valid options are:
Action
Description
Cancel
Select this option to cancel the selected order
Lock Selected Orders
Select this option to lock the selected order
Unlock Selected Orders
Select this option to unlock the selected order
Set Selected orders On Hold Until Date of
Select this option and specify a hold until date to hold the selected order
Remove On Hold Until Date for Selected Orders
Select this option to remove the hold on the selected order
Upload Data to Internal System
Select this option to upload orders to the host system
Action Button
Click this button next to a row to display a dropdown list of related pages. Select a page to display that page. Options are:
• Journal
• Journal – Opens the New Journal page.
Colored Disc
A status badge that is displayed next to a field value in a row.
Part Number
Right-click a part to open a list of options.
• Part Properties — opens the General tab of the Part Properties page for the selected part.
• SKU — opens the General tab of the SKU page for the selected part.
Left-click a part to change the part selection of the Orders container to that part. The container is refreshed with the SKUs for the selected location and part.
Location Name
Right-click a location to open a list of options.
• Location Properties — opens the General tab of the Location Properties page for the selected location.
• SKU — opens the General tab of the SKU page for the selected location.
Left-click a location to change the location selection of the Orders container to that location. The container is refreshed with the SKUs for the selected location and part.
From Part Number
Right-click a part to open a list of options.
• Part Properties — opens the General tab of the Part Properties page for the selected part.
• SKU — opens the General tab of the SKU page for the selected part.
Left-click a part to change the part selection of the Orders container to that part. The container is refreshed with the SKUs for the selected location and part.
Source Location Name
Right-click a location to open a list of options.
• Location Properties — opens the General tab of the Location Properties page for the selected location.
• SKU — opens the General tab of the SKU page for the selected location.
Left-click a location to change the location selection of the Orders container to that location. The container is refreshed with the SKUs for the selected location and part.
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