Material Planner Overview
On this page you can get an overview of the estimated availability of your items. You can also see all the factors that make up the estimated availability such as how much of an item is being sold, purchased or produced.
You can use a date filter to see how the availability of an item will be affected in the future and focus on a particular location or locations by adding a location filter.
You can decide whether you want to include your safety stock and forecast entries in the calculations in the case of the latter you can add a separate date filter that only applies to forecast entries.
From this page you can then replenish the inventory for an item by either creating a purchase or a production order using information gathered by Material Planner as a suggestion for how much of the item you should replenish.
You can also export your data to Excel by clicking on the 
icon in the top left corner of the list.
Following is a description of the actions and fields displayed on the page.
Actions
Availability by Period
This action opens up a page that shows the projected quantity of the item which is select in the list over time according to time periods such as day week or month.
Availability by Period with Forecast Included
This action opens up a page that shows the projected quantity of the item selected in the list over time according to time periods such as day, week or month but has the extra benefit of being able to include forecast data in the calculations.
For more information see Item Availability by Period with Forecast Included.
Replenish Item
This action presents a dialog allowing you to either create requisition lines/a purchase order or a production order depending on the item's replenishing system. Material Planner will suggest numerous values based on how you have set up the solution and how great the demand of the item is.
For more information see Replenishing Items.
General Fields
Date Filter
A date filter to be used in the calculations of the estimated availability. Adding a date filter will exclude numbers from Sales Orders, Purchase Orders and other documents that have dates outside the filter.
Location Filter
Allows you to do limit the availability calculations to certain locations. You can select a value from the dropdown list or select multiple locations by seperating them with the '|' character. You can even exclude locations by prefixing the location code with '<>'.
This field can be set to a default value that will be set every time you open the page. See the field Default Location Filter in the Material Planner Setup.
Only Show Negative Lines
Specifies whether you only want to show the lines that have a negative value in the field Estimated Availability on the Item Overview. This is a convenient way to see only items that require your immediate attention.
Include Safety Stock
This field can be set to a default value that will be set every time you open the page. See the field Include Safety Stock by Default in the Material Planner Setup.
Include Forecast
This field can be set to a default value that will be set every time you open the page. See the field Include Forecast by Default in the Material Planner Setup.
Forecast Date Filter
Here you can set a date filter that will only be applied to the forecast entries used in the calculations if the field Include Forecast is marked.
Fields on the Item Overview
No.
The Item Number of the Item for which the availability is being calculated.
Description
The Item's Description.
Description 2
The Item's Description 2.
Item Category Code
The Item Category Code to which the Item belongs if any.
Estimated Availability
How much of the Item is available to you considering an array of different factors including the filters that you have applied and how much of the Item is being purchased, produced and many more.
Inventory
How much of the Item you have on inventory.
Qty. on Sales Order
How much of the Item you have on Sales Orders.
Qty. on Transfer Order
How much of the Item you have on Transfer Orders.
Qty. on Component Lines
How much of the Item you have on Component Lines.
Qty. on Purch. Order
How much of the Item you have on Purchase Orders.
Qty. on Pruduction Order
How much of the Item you have on Production Orders.
Qty. in Req. Worksheet
How much of the Item you have on Requisition Lines.
Vendor No.
The Vendor No. of the Vendor from which the Item can be procured.
Safety Stock Quantity (Only visible if Safety Stock is included)
How much of the Item is reserved as a Safety Stock.
Quantity in Forecast (Only visible if Forecast is included)
How much of the Item is on Demand Forecast Entries.