Contents of the Print Production Backlog Report Screen

Use the fields and options to configure the Print Production Backlog Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

MPS Plan

Field	Description
Option	This field always displays One.
Start	Enter the planning code for the schedule you want to view. Enter P for the "official" MPS Production plan or enter, or click to select, the code for a "what-if" plan.

Part/Rev

Use this group box to select the part/revision that you would like to include in the report. Inactive parts, non-inventory parts, and parts with a release status of Pre-Release are excluded from the report, even though they may fall within the selected range. Parts need not be flagged as MPS planned parts to be included in the report.

Field	Description
Option	Use the drop-down list to select the range of parts/revisions to include in the report. Available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. This is the default range option for selecting by part. One: Select this option to include only one record. Enter that value in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the part/revision (or beginning part/revision for a range) you want to include in the report. If you select All or From Beginning in the Option field, this field is not available. The Revision field (to the right of the Start part field) displays if you selected the Allow Multiple Revisions for Each Item check box on the Corporate Settings block of the Configure Product Definition Settings screen.
End	Enter, or click to select, the ending part/revision (for a range) you want to include in the report. If you select All, One, or To End in the Option field, this field is not available. The Revision field (to the right of the End part field) displays if you selected the Allow Multiple Revisions for Each Item check box on the Corporate Settings block of the Configure Product Definition Settings screen.

Planner

Use this selection option to select the planners whose backlog data you would like to include in the report. If the All > Option is selected, demand records with no assigned planner will be included in the report.

Field	Description
Option	From the drop-down list, select the range of planners to include in the report. Available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. This is the default range option for selecting by part. One: Select this option to include only one record. Enter that value in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the planner (or beginning planner for a range). If you select All or From Beginning in the Option field, this field is not available.
End	Enter, or click to select, the ending project (for a range). If you select All, One, or To End in the Option field, this field is not available.

Project

Use this selection option to select the inventory projects whose backlog data you would like to include in the report.

Field	Description
Option	From the drop-down list, select the range of inventory projects to include in the report. Available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. This is the default range option for selecting by part. One: Select this option to include only one record. Enter that value in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start	Enter, or click to select, the project (or beginning project for a range). If you select All or From Beginning in the Option field, this field is not available.
End	Enter, or click to select, the ending project (for a range). If you select All, One, or To End in the Option field, this field is not available.

Netting Group

Some inventory projects are assigned to a netting group. A netting group is a user-defined collection of projects that are planned together by MRP/MPS.

Use this selection option to select the netting groups whose backlog data you would like to include in the report. The selected netting groups are used to select the inventory projects to be included in the report.

Field	Description
Option	From the drop-down list, select the range of netting groups to include in the report. Available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. This is the default range option for selecting by part. One: Select this option to include only one record. Enter that value in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option. If you select All, the report also includes requirements for inventory projects not assigned to a netting group.
Start	Enter, or click to select, the netting group (or beginning netting group for a range) whose backlog data you would like to view. If you select All or From Beginning in the Option field, this field is not available.
End	Enter, or click to select, the ending netting group (for a range) whose backlog data you would like to view. If you select All, One, or To End in the Option field, this field is not available.

Warehouse

Use the fields in this group box to select the warehouses that you would like to include in the report.

Field	Description
Range Option	Use the drop-down list to select the range of warehouses to include in the report. Available options are: All: Select this option to include all available records. The Start and End fields are disabled for this option. This is the default range option for selecting by part. One: Select this option to include only one record. Enter that value in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the End field. From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option. To End: Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option. This field defaults to All and is disabled if you did not select the Plan Warehouse Separately check box on the Corporate Settings block of the Configure Material Requirements Planning Settings screen. It defaults to One and is enabled if you selected the Plan Warehouse Separately check box on the Configure Material Requirements Planning Settings screen.
From	Enter, or click to select, the warehouse (or beginning warehouse for a range) that you would like to include in the report. If you select All or From Beginning in the Option field, this field is not available.
To	Enter, or click to select, the ending warehouse (for a range) that you would like to include in the report. If you select All, One, or To End in the Option field, this field is not available.

Date Cutoff

Field	Description
Option	This field always displays From Beginning.
End	Enter, or click to select, the last date you wish to see open requirements for. Any demand requirements needed after this date are not included in the report. Leave this field blank if you want to include requirements for all dates.

Sort By

Field

Description

1st Sort

Select the criterion by which the data on the report is sorted: Need Date: If you select this option, all selected demand records are sorted by need date. You need to select a Reporting Period to specify how you want demand requirements grouped for page break and extended price subtotals. Part: If you select this option, the report displays demand by part/revision, and then by need date. If you elect to see price information on the report, it is subtotaled by part/revision. Project: If you select this option, the report displays demand by project, and then by need date. If you elect to see price information on the report, it is subtotaled by project. Warehouse: If you select this option, the report displays demand by warehouse, and then by need date. If you elect to see price information on the report, it is subtotaled by warehouse. This option is not available if you did not select the Plan Warehouse Separately check box on the Corporate Settings block of the Configure Material Requirements Planning Settings screen. Planner: If you select this option, the report displays demand by planner, and then by need date. If you elect to see price information on the report, it is subtotaled by planner.

Options

Include Requirement Demand

Field	Description
Sales Order Demand	Select this check box to include open inventory sales order lines in the backlog report. Sales orders with a status of Pending are included only if the Pending Sales Order check box is selected in the Include as Demand group box on the Configure Material Requirements Planning Settings screen.
Issue Reservation Demand	Select this check box to include open inventory issue reservations in the backlog report. Unapproved issue requests are included only if the Pending Inventory Requests check box is selected in the Include as Demand group box on the Configure Material Requirements Planning Settings screen.
Forecasted Demand	Select this check box to include open sales and user-defined forecast quantities in the backlog report.
Print Sales Order Prices	Select this check box to include unit and extended price information from sales order demand in the report. Price amounts are not printed for issue reservation and forecast demand requirements. This option is not available if Price Suppression is turned on for you in your current company.
Reporting Period	If you select Need Date as your primary sort option, the report creates page breaks and subtotals based on the Reporting Period option you select in this field. If you select Weekly, Costpoint determines the end date for each week based on the Ending Day of the Production Week field on the Configure MRP Report Print Options screen. Valid options are: Daily Weekly Monthly