Primary Demand

A planning suggestion is made when the Calculate Plan function is run on the Requisition Worksheet or Planning Worksheet. To determine from where the demand came and to help prioritize the planning, run the Get Primary Demand function to populate several fields on the Requisition Worksheet/Planning Worksheet with the document information that is reserved for the planning line.

After the Calculate Plan function is run, choose Order Tracking > Get Primary Demand on the Actions menu on the Requisition Worksheet or Functions > Get Primary Demand on the Actions menu on the Planning Worksheet.

The Primary Demand information is helpful, for example, if the line is reserved for a Production Order Component and the Production Order is reserved to a Sales Order. The Purchasing Manager can set a filter on the most important customers in the Primary Demand Customer No. field to help determine the first planning to prepare.

Note

The Reserved for field provides a lookup of the reservation entry but it cannot be filtered. Filtering is available on all Primary Demand fields.

The Primary Demand function is also accessible on purchase orders. On the Actions menu, choose Functions > Get Primary Demand to populate the primary demand fields on the purchase order line.

Item Details FactBox in Requisition Worksheet

In the Requisition Worksheet, the Item Details - Requisition FactBox is linked to the selected line by Item No., Variant Code, and Location Code. The quantity fields – including Qty. on Component Lines, Qty. on Purch. Order, Qty. on Prod. Order, Qty. on Sales Order, Qty. on Service Order, Qty. on Document BOM, and Qty. on Construction Line – reflect the demand and supply for the selected item-variant-location combination.

The FactBox also displays Substitutes Exist and No. of Vendors for item-level analysis. These fields are not filtered by variant or location.

Choose the No. of Vendors value to open the Item Vendor Catalog page for the selected item.

Choose the Substitutes Exist value to open the Item Substitution Entry page for the selected item.

Note

No additional visible variant/location filter fields are introduced on the worksheet page by this behavior. Item planning parameters such as Reordering Policy are item-level values and are not affected by the variant or location filter.

Item Details FactBox in Planning Worksheet

In the Planning Worksheet, the Item Details - Planning FactBox is linked to the selected line by Item No., Variant Code, and Location Code. The displayed values follow the selected line context.

The FactBox includes additional item planning indicators – Qty. on Purch. Order, Qty. on Prod. Order, Qty. on Sales Order, Qty. on Component Lines, Qty. on Service Order, Qty. on Document BOM, and Qty. on Construction Line – filtered by the selected line's variant and location. Substitutes Exist and No. of Vendors are also added for item-level analysis.

Choose the No. of Vendors value to open the Item Vendor Catalog page for the selected item.

Choose the Substitutes Exist value to open the Item Substitution Entry page for the selected item.

Note

The existing Planning Worksheet actions Make-Or-Buy, Create from Blanket Order, and Get Primary Demand remain available and follow the same workflow.

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