Supply Planning > Workflow > Analyze > Interactive Planner Worksheet (Plan)
Interactive Planner Worksheet (Plan)
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View Access SettingsRecommended WorkflowView Common Functions
The Plan tab of the Interactive Planner Worksheet provides a focal point for reviewing and planning orders. Reviewing the information on this tab is Step 3 of the Daily Planner Workflow.
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This informational message may be 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 Close on the message banner to dismiss the message.
These are the actions you can perform on this tab:
Action
Description
Part 360°
Part Health
Plan
Forecast
Do one of the following:
Click this button
Result
Part 360°
Display the Part 360° page
Part Health
Display the Part Health page
Plan
Display the Interactive Planner Worksheet page
Forecast
Display the Forecast worksheet
Click this button to run the configured AutoPilot processes defined on the OTF Rights tab of the User Rights Setup page.
Click this button to run Interactive Plan
Click this button to discard all unsaved changes on the page.
After Interactive Plan runs, and you are satisfied with the results, click this button to save the results.
Click this button to open and use the Plan Intelligence tool.
• If this button is flashing yellow, there are messages to view.
• If this button is not flashing yellow, there are no messages to view.
or
Click this 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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This button is only displayed when the part is in a chain.
View
Click this button to display a dropdown 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:
Option
Result
Dashboard
Displays the SKU page for the selected SKU
Purchase Requisitions
Displays the Purchase Order Requisitions page
Purchase Agreements
Displays the Purchase Order Agreements page
Sales Orders
Displays the Sales Orders page. The number in parentheses to the right of the menu option indicates the current sales order count.
Sales Returns
Displays the Sales Returns page. The number in parentheses to the right of the menu option indicates the current sales returns count.
Backorder
Displays the Backorder page. The number in parentheses to the right of the menu option indicates the current backorder count.
Order Plan - Order History
Displays the Order Plan - Order History page. The number in parentheses to the right of the menu option indicates the current order history count.
Daily Balance Summary Report
Displays the Daily Balance Summary Report page.
Daily Balance Detail Report
Displays the Daily Balance Detail Report page
Generate Excel Report
Creates an Excel spreadsheet of the Daily Balance data.
Export Gap Data
Exports all GAP data.
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. These pages are configured by default to display in the list:
• Servigistics Pages
• PAI Foundation Dashboards
• PAI Advanced Dashboards
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Refer to the Enable Configurable Go To Menu topic for more information about the configuration of the dropdown list.
My Review Reasons
Click this button to display a dropdown list of the review reasons that can be selected. Select one of the following:
Option
Result
Go To Advanced Filters
Displays the Advanced Filters page, where you can create or modify an advanced filter.
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The Interactive Planner Worksheet page displays one record at a time when an advanced filter is applied. [see more]
Go To Work Queue
Displays the Work Queue page
Not Filtered
Remove all review reason filtering.
My Review Reasons
Displays records that have a review reason that are in your review subscriptions
Review Reason
Select a review reason to display records that have that review reason.
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The review reasons are available in the dropdown list of Review Reasons only when the Use for Filters option is selected for the Review Type on the Review Types page.
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When the Location selection is All and the filter is set to a specific review reason or My Review Reasons, a check box is displayed next to the Review Reasons label.
• When this checkbox is selected, the review reasons are displayed in the following order of priority:
◦ Highest priority based on lower the value higher the priority.
◦ Highest magnitude for all locations of the part.
◦ Highest magnitude value when magnitude is the same for two or more locations of the part.
◦ The location with the minimum LocID when magnitude values are the same across two or more locations.
• When this checkbox is not selected, the review reasons are displayed in SKU-based priority.
Configure
Click this button to display the list of configuration options. Make your selections and click Apply. Options are:
Option
Description
Run Iplan On Page Load
Select this checkbox to run the Generate Order Plan AutoPilot process when the Interactive Planner Worksheet page is opened.
Layout
Select one of the following layout formats:
• The Advanced format uses the Layout Manager tool.
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This feature is enabled by the ENABLE_ADVANCED_LAYOUT_IPWS.
• The Classic format arranges the Interactive Planner Worksheet in three expandable and collapsible sections:
◦ Review
◦ Time Series
◦ Details
Click to configure the display of the containers.
• The Single Column format arranges the Interactive Planner Worksheet with a section for each container. Each section can be expanded and collapsed.
Click to configure the display of the containers.
• The Adjustable Panel format arranges the Interactive Planner Worksheet as tabs that can be grouped. There are no section headings for the groupings. Each grouping can be adjusted by dragging the bar to make the section larger or smaller.
Click to configure the display of the containers.
Pin the Menu
Select this checkbox to anchor the menu and toolbar in place so that they do not move when scrolling.
Status Badge in Order/SKU Parameters
Select this checkbox to display status badges on the Order/SKU Parameters container.
Status Badge in Time Series Grid
Select this checkbox to display status badges on the Time Series Grid container.
Order Plan AutoPilot Logging Enabled
Select this checkbox to generate Order Plan logs.
Order Plan Output Order Explanation Enabled
Select this checkbox to enable the generation of the data required for the Order Explanation Report.
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
• Orders
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This control is only available when the ENABLE_ADVANCED_LAYOUT_IPWS global setting is set to true and the Configure > Layout option is set to Advanced.
Click this button to open a new email message using your default email application.
Click this button to expand a section.
Use the Interactive Planner Worksheet (Plan) 
Manage orders
Hold the creation of new orders
Display Part Name in Part Single-Select
Hide SKUs on the Interactive Planner Worksheet
Manage purchase order requisitions
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