Production Planner

The production planner specializes in demand forecasting, inventory management, and supply chain coordination. This role ensures the efficient planning and allocation of resources to meet operational and customer needs while maintaining strong collaboration with suppliers, production teams, and logistics partners. By implementing best practices in data analysis, scheduling, and risk management, the role upholds transparency, ethical standards, and sustainability initiatives. The goal is to contribute to the organization's success by optimizing supply chain efficiency, reducing costs, minimizing waste, and supporting overall growth and profitability.

This workspace contains these widgets:
Widget Description
My Day Displays the current date, greeting message, and the user's icon and first name.
Announcements Displays communication to engage the audience or deliver important updates to the organization, such as updated matrices or new business cases.

See Infor OS User and Administration Documentation Library and select Administrator > OS Portal > Widgets > Announcements.

On Your Radar Focuses on managing priority tasks.

This widget contains matrices that open card tasks in the Required Actions widget.

  • Delayed orders: Displays order lines such as customer order lines, purchase order lines connected to customer orders, purchase order lines past their planning date, for example, past 30 days from yesterday, distribution order lines past the transaction date, for example, past 30 days from yesterday, and manufacturing order lines past the planned finish date, for example, past 30 days from yesterday.
  • Planned orders to action: Displays active purchase orders, distribution orders, manufacturing orders with Release date ranging from the previous thirty days to the upcoming 7 days from the current date. The planned orders in this tile can be converted into an actual order.
  • Planned orders with errors: Displays purchase orders, manufacturing orders that are either tagged between the planned status '00-Auto error' to '05- Auto warning', and with a date range of previous 30 days from current date to 7 days from current date. Active manufacturing orders with shortages are also recorded in this tile as error. Varying errors include missing or incorrect data that must be fixed in M3 before you can convert the planned order to an actual order.
  • New products: Displays all items that are tagged with statuses between '10-Prel. item' to '15-Replace item'.
For every card task, click Review to view a breakdown of records and identify tasks to address. The display of records is only limited to a maximum of one hundred records. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All:
  • Select all or any records to export. Click Export to CSV.
  • Drill back into an M3 program by clicking a record with a working link.
  • Search for a particular record.

On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.

Quick Actions Displays all tasks that you perform frequently.
This widget shows these default tasks:
  • Customer Order Lookup: To search and view the details of a specific customer order.

    See Customer Order Lookup.

  • Release Planned Purchase Order: Shows a list of planned purchase orders where you can filter any specific buyer. Upon clicking the release option, a planned PO is released and the actual purchase order is created.

    See Release Planned Purchase Order.

  • Where am I working: Use this option to check in at the current location where you are working. The checked in location is updated in the user profile in 'User. Open' (MNS150).

    See Where am I working.

Important Links Provides direct access to preconfigured programs in the Infor M3 application. This widget shows default links that drill back to M3 where you can view more details.
Item Details Use this widget to view and list down all items in M3.

See Item Details.

Open Orders by Items Use this widget to view all customer orders that are related to a specific item.

See Open Orders by Item.

Price and Availability Use this widget to view the sales price and stock availability in different warehouses for a selected item.

See Price and Availability.

M3 Application Messages Use this widget to display the latest messages received in M3, for example customer orders that are rescheduled with its targeted action date.

See M3 Application Messages.

Tables used in the workspace

This list shows the tables that you must activate within M3 Function Search to retrieve data:
  • CIDMAS
  • CMNUSR
  • CMNULO
  • MPOPLP

APIs used in the workspace widgets

This table shows the APIs used in varying widgets for this workspace:
Widget Program Transaction
On Your Radar - Delayed orders

Required Actions - Delayed CO lines

OIS100MI SearchLine
On Your Radar - Delayed orders

Required Actions - Delayed POs connected to CO

PPS200MI SearchLine
On Your Radar - Delayed orders

Required Actions - Delayed PO order lines

PPS200MI SearchLine
On Your Radar - Delayed orders

Required Actions - Delayed DO order lines

MMS100MI SearchLine
On Your Radar - Delayed orders

Required Actions - Delayed MO order lines

PMS100MI SearchMO
On Your Radar - Planned orders to action

Required Actions - Planned POs to action

PPS170MI SearchPOP
On Your Radar - Planned orders to action

Required Actions - Planned DOs to action

DPS170MI SearchDOP
On Your Radar - Planned orders to action

Required Actions - Planned MOs to action

PMS170MI SearchMOP
On Your Radar - Planned orders with errors

Required Actions - Planned POs with errors

PPS170MI SearchPOP
On Your Radar - Planned orders with errors

Required Actions - Planned MOs with errors

PMS170MI SearchMOP
On Your Radar - Planned orders with errors

Required Actions - Planned MOs with shortages

PMS170MI SearchMOP
On Your Radar - New products

Required Actions - New products

MMS200MI SearchItem
Customer Order Lookup CMS100MI Lst_WD_SearchCO
Customer Order Lookup OIS100MI SearchLine
Release Planned Purchase Order PPS170MI UpdPOP
Release Planned Purchase Order PPS170MI RelPOP
Release Planned Purchase Order MNS150MI LstUserData
Release Planned Purchase Order PPS170MI LstPlannedPO
Release Planned Purchase Order CRS620MI GetBasicData
Release Planned Purchase Order CMS100MI Lst_WD_PoByBuyr
Release Planned Purchase Order MNS150MI GetUserData
Where am I working CMS250MI CheckIn
Where am I working CMS100MI Lst_WD_WHAMWI
Where am I working MNS150MI GetUserData

Programs and sorting orders used in the workspace

The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in M3. When you perform a drillback to any program, check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).

This table shows the programs with their corresponding sorting order and table information all of which should be in active status:
Widget Program Sorting order Table
On Your Radar - Delayed orders

Required Actions - Delayed CO lines

OIS302 1 OOLINE
On Your Radar - Delayed orders

Required Actions - Delayed POs connected to CO

PPS220 1 MPLINE
On Your Radar - Delayed orders

Required Actions - Delayed PO order lines

PPS220 1 MPLINE
On Your Radar - Delayed orders

Required Actions - Delayed DO order lines

MWS300 1 MGHEAD
On Your Radar - Delayed orders

Required Actions - Delayed MO order lines

PMS100 1 MWOHED
On Your Radar - Planned orders to action

Required Actions - Planned POs to action

PPS170 1 MPOPLP
On Your Radar - Planned orders to action

Required Actions - Planned DOs to action

DPS170 3 MDOPLP
On Your Radar - Planned orders to action

Required Actions - Planned MOs to action

PMS170 1 MMOPLP
On Your Radar - Planned orders with errors

Required Actions - Planned POs with errors

PPS170 1 MMOPLP
On Your Radar - Planned orders with errors

Required Actions - Planned MOs with errors

PMS170 1 MMOPLP
On Your Radar - Planned orders with errors

Required Actions - Planned MOs with shortages

PMS170 1 MMOPLP
On Your Radar - New products

Required Actions - New products

MMS001 1 MITMAS