Planned Inventory Transactions (whinp1500m000)

Use this session to view the planned inventory transactions by item.

After each entry, the originating module creates a planned inventory transaction. The planned inventory transaction is removed when a warehouse order is processed.

 

General Data
Specification

If this check box is selected, specifications are present for the items included in the current planned inventory transactions. Specification information is available in the fields of the Demand Peg group box of the details session.

Work Center

The work center where the work is planned to take place.

Description

The description or name of the code.

Site

A business location of an enterprise that can maintain its own logistical data. It includes a collection of warehouses, departments and assembly lines at the same location. Sites are used to model the supply chain in a multisite environment.

These restrictions apply to sites:

  • A site cannot cross countries. The warehouses and departments of the site must be in the same country as the site.
  • A site is linked to one planning cluster. Consequently, all warehouses and work centers of a site must belong to the same planning cluster.
  • A site is linked to one logistic company.

You can link a site to an enterprise unit or an enterprise unit to a site.

If an enterprise unit is linked to a site, the entities of the site belong to the enterprise unit. Conversely, if a site is linked to an enterprise unit, the entities of the enterprise unit belong to the site.

Site Description

The description or name of the code.

Order
Originating Type of Order

The order type of the order from which the planned inventory transaction is generated.

Note

The originating type of order for planned inventory transactions generated from unapproved purchase orders is Purchase Order Advice. After the purchase order is approved in the Purchase Control module of the Procurement package, the originating type of order of the planned inventory transaction changes to Purchase Order. For further information about order procedures in Purchase Control, see Purchase order procedure.

Order

This number indicates which order or contract causes the inventory transaction to take place.

Order Line

The position number of the order or contract line that causes the planned inventory transaction to take place.

Order Line

The order line sequence number.

BOM Line

The line number within the bill of material.

Distribution Line

The project peg distribution line number.

Note

The distribution line must be same as in the project peg distribution of the order line. If the project peg data is on the order line, the distribution line is 1.

You can view this field only if project pegging is implemented.

Transaction Date

The transaction date of the inventory transaction.

For receipt transactions, the transaction date is the planned receipt date. For issue transactions, the transaction date is the planned delivery date.

Transaction Type

A classification that is used to indicate the type of inventory movement.

The following inventory transaction types are available:

  • Issue
    From warehouse to other entity than warehouse.
  • Receipt
    From other entity than warehouse to warehouse.
  • Transfer
    From one warehouse to another.
  • WIP Transfer
    From one costing work center to another.
Customer Order Number

The number of the sold-to business partner's purchase order.

Probability Percentage

The success percentage indicates the probability that the deliveries listed in the quotation will be realized by a purchase order.

Item
Warehouse

A place for storing goods. For each warehouse, you can enter address data and data relating to its type.

Item

The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold.

An item can also represent a set of items handled as one kit, or which exist in multiple product variants.

You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:

  • Cost items (for example, electricity)
  • Service items
  • Subcontracting services
  • List items (menus/options)
Effectivity Unit

A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item.

Planned Quantity

The quantity by which the inventory will be adjusted.

In Process Quantity

The quantity that is shipped but not yet received.

Note

The field is applicable only for transfers.

Unit

The unit in which the quantity is expressed.

Exclude from Planning

If quantity 1 is filled in this field, the planned inventory transaction is not taken into account for Material Requirement Planning and available-to-promise.

Planned inventory transactions are excluded from Material Requirement Planning and available-to-promise if all of the following conditions apply:

  • The item is a low volume serialized item.
  • The status of the serialized item is either of the following:

    • Defective
    • Working Condition
    • To be Recycled
    • Removed
  • The origin is:

    • Sales (Manual)
    • Transfer (Manual)
    • Service
Note

Planned inventory transactions that are excluded from planning are not taken into account for the following types of runs:

  • SIC
  • TPOP
  • KANBAN
Expected Inventory

For each transaction date, LN displays the inventory expected as a result of planned inventory transactions. If there are multiple transaction lines for the same date, it shows the expected inventory at the end of the day for that date.

You can display expected inventory by item, which means that expected inventory for all warehouses is shown, or by item and warehouse, which shows expected inventory for an item in a particular warehouse. For this purpose, in the View menu, select the relevant sort option.

Project
Program

The code of the program to which the project is linked.

Project

The project code.

Element

The element linked to the project.

Activity

The activity linked to the project.

Extension

The extension linked to the project.

Project Peg Origin

The costing break from which the peg originates.

Cost Component

The cost component linked to the project.

Peg Distribution

If this check box is selected, peg distribution data exists for the selected order.

Planning Data
Planning Data
Planned by APS

Integration with APS is currently not implemented.

Blocked

If this check box is selected, the order is blocked.

Related topics

Customer Furnished Material

Indicates the ownership the material. Infor LN selects this check box if the material is furnished by the customer.

Note

By default, this check box is not selected.

This check box is selected when the Ownership field is set to Customer Owned.

This field is displayed only if the Customer Furnished Materials check box is selected in the Implemented Software Components (tccom0100s000) session.

Confirmation Accepted

If this check box is selected, the quantity confirmed by the supplier is accepted. In the Purchase Order Lines (tdpur4101m000) session or the Purchase Order Line Quantities and Dates (tdpur4101m300) session, the Confirmation Accepted check box is selected. If the accepted confirmed quantity is lower than the ordered quantity, the Enterprise Planning package generates a warning notifying the user of the discrepancy.

Contains Customer Furnished Material

If this check box is selected, the planned inventory transaction is either:

  • An issue for a subcontracting sales order or a materials issue for a subcontracting Job Shop Control order.
  • A receipt for a subcontracting Job Shop Control order.

If this check box is cleared, the planned inventory transaction is a receipt or an issue not involved in subcontracting.

Note

This field is not applicable if the company concept parameter Customer Furnished Material check box is cleared.

Affiliated Company

If this check box is selected, the business partner is an affiliated company.

Affiliated Company Number

The company number of the affiliated company represented by the business partner.

Channel

A sales or distribution channel used to assign goods to customer groups.

You can link channels to sold-to business partners and to items. Channels can be used in connection with available-to-promise (ATP).

You can assign a certain ATP volume to a channel. This volume limits the ATP for that channel to a maximum.

Order Priority

The order priority that is considered by LN when generating time-phased order point orders, order controlled/Single orders, and transfer orders for direct material supply (DMS).

Ship-from/Ship-to Business Partner

The business partner linked to the transaction.

Buy-from/Sold-to Business Partner

The business partner linked to the transaction.

Shipping Constraint

The terms and conditions related to the shipment of goods.

Allowed values

Shipping Constraint

Order Promising Status

If the planned inventory transaction is created from a sales order, this field shows the sales order line's status that is determined by the SCS Order Promising server.

If a sales order is created, the default order promising status is Not Accepted. However, when an available-to-promise check is performed and Order Promising is implemented, Order Promising processes the sales order delivery line following its rule engine. If the Supplying Company field is filled, the order promising status changes to Accepted.

Default value

If the Planned by SCS Planner check box in the Item - Ordering (tcibd2100m000) session is selected for the item, the order promising status is by default set to Not Accepted when a sales order line is created in the Sales Order Lines (tdsls4101m000) session.

The default order promising status is Not Applicable if:

  • The Planned by SCS Planner check box in the Item - Ordering (tcibd2100m000) session is cleared for the item.
  • The Planned by SCS Planner check box in the Item - Ordering (tcibd2100m000) session is selected for the item and the Delivery Type field is set to Direct Delivery in the Sales Order Lines (tdsls4101m000) session.
  • The Planned by SCS Planner check box in the Item - Ordering (tcibd2100m000) session is selected for the item and the Inventory Handling field in the Sales Order Lines (tdsls4101m000) session has the value Issue Components.
  • The sales order or sales order line is created through EDI.
  • The order quantity is zero.

When an available-to-promise (ATP) request is sent to the SCS Order Promising server, the SCS Order Promising server carries out an ATP check and sends back the appropriate data to the Sales Control module. When the SCS Order Promising server accepts the sales order line, the order promising status is changed to Accepted. When the SCS Order Promising server declines the sales order line, the order promising status is not changed, but remains Not Accepted.

An ATP check for the sales order line is carried out automatically by the Order Acceptance Engine of the SCS Order Promising server if the following conditions apply:

  • The CTP Check for Sales check box in the Planning Parameters (cprpd0100m000) session is selected.
  • The order promising status is Not Accepted.
Price

The price of the order or contract line that causes the planned inventory transaction to take place.

Price Currency

The currency in which the item price is expressed.

Original Ordered Quantity

The original planned receipt quantity that the supplier is committed to, or the original planned delivery quantity that the own company is committed to.

Original Date

The original planned receipt date that the supplier is committed to, or the original planned delivery date that the own company is committed to.

Ownership
Ownership Behaviour

Ownership Behavior

Note that if the inventory is owned, the ownership behaviour value is Not Applicable.

Owner

The business partner who owns the items. If this field is not filled, your own organization owns the inventory. If the owner is not the same as the buy-from business partner, the owner is the internal business partner of another enterprise unit such as a division in another country, of your organization. If the buy-from business partner is the owner, the items are held in not-owned consignment.

Confirmed

If this check box is selected,, a purchase order with a confirmed delivery date is present for the current planned receipt transaction.

Specification
Demand Peg
Allocated to Sold-to Business Partner

The sold-to business partner to which the inventory is allocated or the supply object is hard pegged.

LN uses this characteristic to match supply and demand.

Allocated to Ship-to Business Partner

The ship-to business partner to which the inventory is allocated.

Business Object

The type of order to which the inventory was allocated or the supply object was hard pegged, such as, Sales Order, or Service Order.

Note

The following fields are always used in combination; together, they identify the relevant order or order line:

  • Business Object Type
  • Business Object
  • Business Object Reference
Business Object

The order, or order line, to which the inventory was allocated or the supply object was hard pegged.

LN uses this characteristic to match supply and demand.

Note

The following fields are always used in combination; together, they identify the relevant order or order line:

  • Business Object Type
  • Business Object
  • Business Object Reference
Reference

A reference code to which the inventory was allocated or the supply object was hard pegged.

LN uses this characteristic to match supply and demand.

LN can use this field in two ways:

  • If the Sold-to Business Partner field is filled, LN uses the Reference field to record a reference code defined by a customer.
  • If the Sold-to Business Partner field is empty, LN uses the Reference field to record an internal reference.

You can use a reference code to keep a collection of parts linked together, even if they follow different routings, for example, if some of the parts are transported to a subcontractor to be returned later.

Derived from Product Variant

A unique configuration of a configurable item. The variant results from the configuration process and includes information such as feature options, components, and operations.

Example

Configurable item: electric drill

Options:

  • 3 power sources (batteries, 12 V or 220 V)
  • 2 colors (blue, gray).

A total of 6 product variants can be produced with these options.

Product Variant

The description or name of the code.

Option List ID

The identification of the options and features for a configured item. The ID is used in the item specification to match supply and demand.

The ASN specifications include the option list ID. The ASN specifications are populated from the Inbound Order Lines (whinh2110m000) session. In turn, the specifications on the inbound order line are populated from the purchase schedule line.

For configurable purchased items in Warehousing, only the option list ID is part of the specifications. This means that inventory is maintained per option list ID and is the total of inventory of all product variants with the same option list ID.

Note
  • The field is displayed only if the Assembly (APL/ASC/ASL) check box is selected in the Implemented Software Components (tccom0100s000) session.

  • The field is populated only for configurable purchased items and manufactured assembly (FAS) items.

 

Option List

Displays the options and features that are linked to the option list ID. For more information, refer to.

Print Planned Inventory Transactions by Item

Starts the Print Planned Inventory Transactions by Item (whinp1400m000) session.

View Chart

Starts the Planned Inventory Transactions - Chart (whinp1700m000) session.

Rebuild Planned Inventory Transactions

Starts the Rebuild Planned Inventory Transactions (whinp1200m000) session.

Pegging Relations

(to be implemented)

Peg Distribution

Starts the Order - Planned Inventory Transactions (whinp1501m000) session with the peg details.

Peg Details

Toggles the view enabling the user to view the order line details and the peg distribution details for the planned inventory transactions.