The following table shows the menu options for the Planner Workbench and what happens when a particular menu option is selected.

You can tailor the user interface in the following ways:

Resize Windows

You can resize windows as with any windows-based application. In the Planner Workbench you can adjust slide bars to change the relative widths of the Navigator and the context windows, such as Exception Summary, that you open.

Customize Columns

You can add, hide columns, resize, and move columns on the horizontal plan and folder windows.

Adjustable Item Field

If you have large item numbers, you can add the Item field to the scrollable region of these Planner Workbench windows and adjust its size using folder technology:

• Supply/Demand

• Supply

• Demand

• On Hand

• Items

• Process effectivity

The Item field in the fixed region remains whether or not you also add the field to the scrollable region.

Defining Display Preferences

Display preferences control what horizontal material planning data, horizontal capacity planning data, supplier planning information, transportation planning information, and supply/demand detail are displayed for each item.

To define your display preferences

1. Navigate to the Planner Workbench.

2. Choose Tools > Preferences.

   The Material Plan tab appears as the default tab.

3. Type the name for your preference set.

   A preference set is applicable to all types of horizontal plans. You can create and save up to three personal preference sets for viewing a horizontal plan based on your requirements. You may want to create multiple preference sets to view different levels of information for a horizontal plan. For example, you may want to view summary-level information with rows displaying gross requirements, total supply, safety stock, and on-hand quantity to validate whether or not supply matches demand at a period level. You may also want to view detailed information for each supply type on a daily-level.

   Preference sets are unique to the individuals creating it. If you create and apply a specific preference set, it is available only to you.

4. Enter Display Buckets, Display Factor, Decimal Places, Show Graph and check each type of plan information you want to display in your material plan.

   Display Factor is a multiplier.

5. Choose the Capacity Plan tab.

6. Check each type of plan information you want displayed in your resource capacity plan.

7. Choose the Supplier Plan tab.

8. Check each type of plan information you want displayed in your supplier capacity plan.

9. Choose the Transportation tab.

10. Check each type of plan information you want displayed in your capacity plan.

11. Choose the Allocated ATP tab.

    Oracle Global Order Promising supports two allocation methods for different business needs:

    • Allocated ATP based on User-Defined Allocation Percentage

      • Allocated ATP based on Demand Priority

        For more details on Allocated ATP, see Oracle Global Order Promising.

12. Check each type of information you want displayed in your allocated ATP.

13. Choose the Other tab.

    Supply/Demand details appear. You can select the following based on your requirements:

    • Release Phantoms: Enables the release of planned orders for the phantoms.

      • Release Configurations: Enables the release of planned orders for ATO items.

      • Firm Jobs: Enables the release of the Firm status when you release the work in process jobs.

      • Include Sales Orders: Enables the release of sales orders (loopback) from the Planner Workbench.

      • Release VMI Items: Enables the release of those items from the Planner Workbench that have the item attribute set to VMI items. This check box is selected by default.

      • Job Status: When Planner Workbench creates discrete jobs from planned orders, it assigns this status to the discrete jobs.

14. Enter a Job Status.

    When the Planner Workbench creates discrete jobs from implemented planned orders, it assigns the job status you enter in the Preferences window.

15. Select a Job Class.

    When the Planner Workbench creates discrete jobs from implemented planned orders, it assigns the job class you enter in the Preferences window.

16. Select a Req Group By default.

    When the Planner Workbench creates purchase requisitions from implemented planned orders, it assigns the requisition load group you enter in the Preferences window.

    If you do not have a value for this preference, Planner Workbench uses the value of profile option MRP: Requisition Load Group Option.

    Valid values are:

    • All on One: Creates one purchase requisition for all recommended orders

    • Buyer: Creates one purchase requisition for each buyer; within each requisition, creates one line for each planned order

    • Planner: Creates one purchase requisition for each planner; within each requisition, creates one line for each planned order

    • Vendor: Creates one purchase requisition for each vendor; within each requisition, creates one line for each planned order

    • Category: Creates one purchase requisition for each item category; within each requisition, creates one line for each planned order

    • Item: Creates one purchase requisition for each item; within each requisition, creates one line for each planned order

    • One each: Creates a purchase requisition for each planned order

17. Enter a category set.

    This category set is used throughout Planner Workbench. Items that you have not assigned to a category in this category set do not appear in Planner Workbench.

    Oracle recommends that you typically select the default planning category set specified in Oracle Inventory. Do not select a category set with flag Allow multiple item category assignments selected. Planner Workbench does not support item assignment to multiple categories and you may experience unexpected results.

18. Under General, select either Plans or Queries in the Default Tab.

    You may consider having the Queries tabbed pane as default if you want a query to be executed automatically each time you open the Planner Workbench. You can specify the query name in the Auto Execute Query field. In addition, you can specify a default plan that needs to open when you access the Planner Workbench.

    View Recommendations for (Days from Today) specifies how many days of recommendations you want to see. Planner Workbench calculates Days from Today using the supply Suggested Order Date.

    If you want to view all actions in the expanded form, select Expand All Actions.

19. Choose Save to use your preference selections.

20. Choose Reset to use your previously saved selections.

    Note: The parameter Cutoff Date is not supported in Oracle Advanced Planning and Scheduling.