Interactive Planner Worksheet (Plan)
The Plan tab of the Interactive Planner Worksheet provides a focal point for reviewing and planning orders.
 | This informational message is displayed: If you open the Planner Worksheet Dashboard View from a Planner Worksheet and select a different SKU you will need to refresh the Planner Worksheet to avoid an inconsistent display of data. Click  on the message banner to dismiss the message. |
These are the actions you can perform on this tab:
Action | Description | ||||
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Plan | Forecast | Do one of the following: • Click the Plan tab to use the planning worksheet • Click the Forecast tab to use the forecast worksheet | ||||
 | Click this icon to export all GAP data. | ||||
 | After the results are saved, click this button to run the configured AutoPilot processes. | ||||
 | This button is active when the SKU is in a group of associated parts. Click this button to run the interactive plan process that processes the changes and stores the overrides and results in memory and displays them on the Interactive Planner Worksheet. When this button is clicked on the Plan tab, these processes are run: • OP Preproc • BestFit • Forecast • Forecast Rollup • Forecast Netting • Levels • Review • Mid-review • OP Levels • OrderPlan • OP Part Kit • Post-review • Review Post Auto Approve When this button is clicked on the Forecast tab, these processes are run: • Forecast • Review
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 | Click this button to discard all unsaved changes on the page. | ||||
 | After the changes are processed, click this button to save the results. | ||||
Reports | Click this button to display a drop-down list of actions. Options are: • Generate Excel Report — Select this option to create an Excel spreadsheet of the Daily Balance data | ||||
 | Click the button to open the Chain Detail tab on Pair Dashboard. • An up arrow indicates that the part is an up-chain part in the part chain. • A down arrow indicates that the part is a down-chain part in the part chain. Hover your mouse over the button to view the tooltip text. • Topmost Part, chain parts have future planning start dates indicates that part chain has future effective dates. • Topmost Part, future child part indicates that this is the current effective Top Most Revision (TMR) part.
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 | Click this button to expand a section. | ||||
 | Click this button to disapprove the forecast. | ||||
  | Click this icon 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. | ||||
View | Click this button to display a drop-down list of pages that can be opened in a pop-up window. Select a page to open that page in a pop-up window. Options are: • Purchase Requisitions — opens the Purchase Order Requisitions page • Purchase Agreements — opens the Purchase Order Agreements page • Sales Orders — opens the Sales Orders page. The number in parentheses to the right of the menu option indicates the current sales order count. • Sales Returns — opens the Sales Returns page. The number in parentheses to the right of the menu option indicates the current sales returns count. • Backorder — opens the Backorder page. The number in parentheses to the right of the menu option indicates the current backorder count. • Order Plan - Order History — opens the Order Plan - Order History page. The number in parentheses to the right of the menu option indicates the current order history count. | ||||
My Review Reasons | Click this button to display a drop-down list of the review reasons that can be selected. Select one of the following: • Go To Advanced Filters, to create or modify an advanced filter. • Not Filtered, to remove all review reason filtering. • My Review Reasons, to display records that have a review reason that are in your review subscriptions. • Select a review reason to display records that have that review reason.
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Go to | Click this button to display a dropdown list of related pages. Select a page to display that page for the SKU that is selected on the Interactive Planner Worksheet. Options are: | ||||
 | Opens the Configure Layout pop-up window where you can drag and drop containers to reposition them on the page.
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Configure | Click this button to display the list of configuration options. Make your selections and click Apply. Options are: • Run Iplan On Page Load — Select this check box to run the Generate Order Plan AutoPilot process when the Interactive Planner Worksheet page is opened. • Pin the Menu — Select this check box to anchor the menu and toolbar in place so that they do not move when scrolling. • Status Badge in Order/SKU Parameters — Select this check box to display status badges on the Order/SKU Parameters container. • Status Badge in Time Series Grid — Select this check box to display status badges on the Time Series Grid container. • Select Order Plan AutoPilot Logging Enabled to generate Order Plan logs. | ||||
Layout | Click this button and select Manage Containers to view the containers that can be included or removed from the page. The available containers on this page are: • Alerts • AutoPilot Process Status • Journal • Orders
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 | Click this button to open a new email message using your default email application. | ||||
Advanced Filter | The Interactive Planner Worksheet page displays one record at a time through advanced filtering. |
.Use the Interactive Planner Worksheet (Plan)
Applicable Features