Planning Report

The Planning Report is a key management decision-making tool. The planning report generates an action required report that analyzes demand from sales orders, purchases, and work orders against current on-hand inventory. The action required column quickly identifies items that need to be purchased or to have production planned. Finished good shortages are factored against production yields to estimate additional demand against the primary raw material item as specified in the Bill of Materials. Negative amounts in raw material items indicate purchases must be made to meet demand generated by today's sales orders. Negative amounts in finished goods indicate purchase orders or work orders must be entered to purchase or produce the inventory from raw material into finished goods.

The production yield used in the finished good shortage calculation is dependent upon the Calculate Demand Using Standard Yields setting in Inventory Options. When you operate with standard yields, the yields entered for the item will be used and may be updated in Item, Item Quick Maintenance, or Standards - Adjust Standard Yields. When you have built up actual item production yields by processing work orders, those actual yields can be used to provide more accurate action required estimates on the Planning Report.

Security Required : Inventory - Inventory Reports