Supply Chain › Reachable by link

Item · Planning

How supply is decided and how demand is read — both sides in one row, because the planning run reads them together.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Item · Planning

Address in the console: /scm/item-planning

List · 11 columns · 27 fields on its form · 2 of them required

This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Item	Code	`item_no`
Name	Text	`item_name`
Method	Status	`planning_method`
Make/buy	Status	`make_or_buy`
ABC	Status	`abc_class`
Safety stock	Number	`safety_stock_qty`
Reorder point	Number	`reorder_point`
Lead days	Number	`processing_lead_days`
Planner	Text	`planner_name`
In force from	Date	`effective_from`
Until	Date	`effective_to`

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

Field	Type	Choices	Notes
Item required	Choice	Looked up from existing records
Applies in	Choice	Looked up from existing records	Leave empty and it applies company-wide. Choose a business unit and it overrides the company-wide row there — which is how one item behaves differently in two plants.
Planning method required	Choice	none, min_max, reorder_point, mrp, mps, kanban, vmi, subcontract, make_to_order, buy_to_order
Make or buy	Choice	make, buy, both
Planner	Choice	Looked up from existing records
Safety stock quantity	Number
Safety stock (days of cover)	Number
Reorder point	Number
Minimum	Number
Maximum	Number
Economic order quantity	Number
Order multiple	Number
Processing lead days	Number
Pre-processing lead days	Number
Post-processing lead days	Number
Demand time fence (days)	Number
Planning time fence (days)	Number
Forecast method	Choice	none, manual, moving_average, exponential, seasonal, causal, collaborative
Orders consume the forecast	Yes or no		Off, and a forecast and the orders against it are counted twice.
Demand pattern	Choice	stable, seasonal, erratic, lumpy, new
ABC class	Choice	A, B, C, D
XYZ class	Choice	X, Y, Z
Target service level %	Number
Critical	Yes or no
Phantom (consumed through, never stocked)	Yes or no
In force from	Date		The date this version of the row takes effect. Leave it as today unless you are dating a change ahead.
Until	Date		Leave empty for open-ended. Setting it ends this version rather than deleting it.

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.
Creating a record — required fields, where choices come from, and how the number is allocated.
Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.

Beside it in Reachable by link

Walk through this screen step by step