Supply Planning > Workflow > Analyze > Planner 360° Page
Planner 360° Page
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This page is a quick reference view of some Key Performance Indicators (KPIs) in relation to Supply Planning. Reviewing the information on this page is Step 1 of the Daily Planner Workflow.
These are the actions you can perform on this page:
Action
Description
Part 360°
Select this button to display the Part 360° page.
Part Health
Select this button to display the Part Health page.
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
When a Date Type selection is made, the following containers are filtered by that selection:
• Order Summary
• Supply Chain View
• Spend History & Projection
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 page and return to it later. For example, if you select Next 90 Days and leave this page, the next time your return to this page, the setting will still be Next 90 Days.
When a Date Range selection is made, the following containers are filtered by that selection and the date range is displayed in the header of the container:
• Order Summary
• Supply Chain View
Click this button and select Manage Containers to view the containers that can be included or removed from the page. These are the available containers on the Planner 360° page:
• AutoPilot Process Status
Click this button to run the Refresh Planner/Part 360° AutoPilot process that updates the data and refreshes the page with the updated data.
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