Working With the Action Tab
The Action tab displays system generated recommendations that you can help you to respond to supply plan challenges. You can open the Action tab, for all items or individual items.
To display the action tab:
-
In the Results Summary, find the item that has actions you want to view.
-
Go to the Message/Order Counts column, Action sub column.
-
Beside the item, click the Action number link.
The following list describes the Action tab and its features:
-
Action – describes the action suggested by the supply planning process. For example, “consider releasing proposed planned order before 06/07/2021 because it is nearing its lead-time threshold.”
After you select an Action column, the focus (
) image appears in the column header. -
Change Order – a notification that an order needs to be must be updtaed. For example, a revised quantity, date, or customer specification.
-
Date – the transaction due date.
-
Item Name – the name of the item.
-
Location – the location the suggested action applies to.
-
Quantity – the quantity of items.
-
Units – this column appears if units of measure are enabled. Units of measure describes how the item is measured.
-
All Items - displays all the items for the selected filter. Displaying all items (aggregate view) enables you to review all their data in one location.
To process suggested actions:
-
In the Action tab, check the box beside the suggested action, or actions, you want to process.
To select all actions, select the box beside the Action header.
-
Click Perform Selected Action.
-
Click OK.
-
In the Status box, click the link to open Planning Workbench Event Log.
-
Click Refresh.
The completed and display only change order appears.
Click the Change Order link to display the change order.
To process all suggested actions for all pages:
-
Point to the Perform Selected Actions button.
-
Click the Perform All Actions option.
-
Click OK.
A confirmation message appears stating that records have been submitted for processing. The message contains a link to the status page.
-
To review the status of processed and submitted actions, click the Status page link to open the planning workbench event log.
-
To view successfully processed actions, beside Perform Selected Actions, click Refresh.
Click Return to Summary to open the Results Summary.