Production orders, planned orders and sales orders describe different parts of the operating plan. Follow their relationships rather than treating them as interchangeable demand.
Before you start
Your connected systems must provide these object types. Names and fields depend on the workspace’s mappings.
Choose the object that holds the business record before applying search or filters.
Find the relevant operating record
Open Records and choose Production orders, Planned orders or Sales orders where available.
Search by the source identifier and inspect the record’s state, quantity, date and site.
Follow the material, component or customer relationships needed for the question.
Compare the record with related purchasing or delivery information.
When using a planning view, confirm which of these records and states the workspace configuration includes.
Check the result
You can identify the specific demand or production record and explain how it relates to the supply issue. A planned requirement and a released production order may be counted differently.
Read the state before the total
A cancelled, closed, planned or released record can have a different planning meaning. Review the state and remaining quantity alongside the date.
Sales order date, requested date and planned ship date describe different events. Use the date field relevant to the decision.
Use the source for corrections
When a source-owned operating record is wrong, follow the authorized source or write-back process. Confirm that the correction syncs before relying on a downstream chart.
If something does not look right
What you see | What to check |
The object is not listed | Ask an administrator to check the integration resources and object setup. |
The record is absent from Line of balance | Check planning inclusion rules, state, site and date mapping. |
Do all planned orders count as confirmed supply?
Do all planned orders count as confirmed supply?
Inventory configuration can include all, only firmed or no planned orders. Review the configured policy and the source record.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.