Printing a Production Planning Report

When you enter the Production Planning Report option the report will generate automatically. Command options will appear allowing you to print or choose from a set of other print options.

The report content will vary depending on the format selected, but in general, will show you what action is required to meet demand through the given period. The summary version will not list transactions for the line item.

The following prints on the report:

• Item Name – The item group and item name
• Unit Cost – The current weighted average unit cost and unit of measure for the item. An asterisk (*) will appear before the unit cost if the item has lots on hold.
• Current Inventory – The current on-hand balance for the location selected
• Out Thru (date) – The total demand or outgoing quantity for the item. This includes the quantity to ship on open sales orders based on the sale order shipped date and expected completion date of the "from" item on planned transfers.
• In Thru (date) – The total quantity to be received or "due in" for the item based on the expected receiving date of the open purchase orders and expected completion date of the "to" item on planned transfers
• WO Planned – The total raw material needed (negative balance) or total pounds to produce on work orders
• Available Inventory – The current on-hand inventory balance for the item less demand for the item from open sales orders, planned transfers, and work orders (raw material items) plus the balance "due in" on open purchase orders, planned transfers, and work orders (finished goods produced)
• Min Inv – The minimum inventory level of the item
• Max – The maximum inventory level of the item
• Action Required – If a positive number, the total quantity needed to meet the demand for the item and to meet the minimum inventory level of the item. If a negative number, the total quantity that exceeds the maximum inventory level. The action required total is followed by the stocking unit of measure.
• Future Demand – The total quantity needed for open sales orders based on the order ship date and the future demand date.

If DETAIL ORDERS is selected the following will print:

• Location ID
• Ship Date
• Order Date
• Customer Name
• Order line text

If DETAIL PROD REQUESTS is selected the following information will print:

• Ship Date
• Order Number
• Customer Name
• Raw material item
• Production request notes

If DETAIL PLANNED TRANSFERS is selected:

• Location ID
• Expected completion date
• Planned transfer note.

For more information on the Planning Production Report see Production Planning Report.

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