Introduction

The Inventory Plan displays the inventory level information for every item in APS. It tracks the items according to the amount of data shown, which can include the Types of items that are included in the plan, the Time to Show in terms of bucket length, and the demand and supply information for each item.

Key Concepts

The “Items to Include” tab provides a means of searching for a particular item or narrowing down the amount of displayed information, while the “Item Types to Show” lets the user choose whether to display certain types of items in the inventory plan. The available options are: 1) Purchased items, 2) Manufactured items, 3) Raw material, 4) Finished goods, 5) Storage resources 6) Intermediates and 7)Sub-Assembly items

The “Data to show” determines how much information to show in each row. If item details is unchecked, then the only columns displayed are items, item description and warehouse. “Time to show” enables the user to choose the bucket length that the Inventory Plan shows and whether or not it will span the entire Planning Horizon or the “Short-term Horizon”.

Click Options sets the configuration for auto-filtering. By configuring these setting the user can filter the list of items by simply clicking on an activity block in Gantt. In order to unfilter the rest of the Items, the boxes in the “Items to Include” tab must be cleared before the user clicks the “Refresh Item List” button.

Color Code hints about the color codes on the inventory plan. The color coding is used as a visual aid to help planners identify items that need attention.

Days of Stock/Days of Safety Stock is calculated by taking the first shortage date (the datetime when the item will go below ‘0’ on-hand qty or below safety stock) and calculates the time between that and the clock date. This will also take scheduled jobs and future sales orders into account when calculating the first shortage date.

Tips provides information on the tools available in inventory plan.

Inventory Plan Rows

  • Forecast editing:  If the User has permissions to Maintain Forecasts then the quantities for Forecast rows can be entered directly here.
  • Production: The Production row is shown if the Item’s Source is “Manufactured” or “Purchased or Manufactured”.
  • Double-clicking on any row shows the Inventory Plot details for that Inventory.

Drag and Drop

The following actions can be taken in the Inventory Plan using “drag-and-drop”.

  • If an Item has a Source of either “Manufactured” or “Purchased or Manufactured” then a Production row will be shown in the inventory Plan.  If a cell in that row has a quantity greater than zero (corresponding to a scheduled Job) then a drag-and-drop can be performed from that cell to some other Production row cell.  The effect of this is to move the first Job scheduled in the drag cell to the starting date/time fo the drop cell.
  • If an Inventory has a Template defined then a drag-and-drop can be performed by dragging from any Net Inventory row cell to a row on the Gantt Chart.  The effect of this is to create a new Job using the Inventory’s Template.

Inventory Warnings

The Inventory Plan within APS can be set to provide warnings for the planners and schedulers based on the current inventory levels. These warnings will be derived generally from the OnHandQty field as well as the SafetyStockWarningLevel.

  • Shortage: A shortage will be highlighted in red and represents an Item in Inventory that is already beneath the Safety Stock level and outside its lead time and there is demand for that Item.
  • Below Safety Stock: This will highlight the Item in yellow and inform the schedulers and planners that the Item is below its Safety Stock, but that there is enough to satisfy short term demand, or that the demand can be satisfied within the Item’s lead time.
  • OK: This will highlight an item in green and represents an Item that is above Safety Stock and plentiful enough to handle incoming demand.
  • Above Max Inventory: An Item that is marked as Above Max Inventory will be marked in orange and represents an Item that is overstocked in inventory and is incurring costs unnecessarily. This warning flag is triggered by the Max Inventory Field.