Action Lines: Screen and Field Guide

Understand the current product-by-warehouse plan, recommendation explanation, supply fields, timing, UoM, transfers, documents, and review status.

An Action Line is the current planning record for one product and warehouse. It combines forecast demand, availability, supply, policy, timing, transfer allocation, planner quantity, and document state.

Current working plan

A later completed forecast can refresh an Action Line. Use durable Planning Performance facts when historical evaluation is required.

Action Lines work queue with product, warehouse, forecast quality, stockout, cadence, and decision columns — The work queue combines next step, product, warehouse, forecast quality, stockout evidence, ordering profile, timing, and decision context.

Header and recommended steps

Action Required: the current work queue, such as Buy, Transfer, Transfer + Buy, Setup Needed, Watch, or Ignored.
Execution Status: Pending, Partial, Done, Blocked, No Action, or Ignored.
Recommended Steps: plain-language next action.
Execution Guidance: which document or setup step remains.

Context and decision status

Product, Warehouse, and Company identify the exact planning grain.
Preferred Vendor is the supplier used for RFQ readiness.
Run and Last Sync show freshness.
Planning Rule and Applied Rule Summary explain which scope won.
Action, Buy Step, Transfer Step, Setup Needed, and readiness flags explain what can be executed.

Coverage and supply

Current Stock: physical quantity in the Action Line warehouse.
Reserved: current physical stock that is not free for planning.
Incoming PO/RFQ: eligible dated purchase supply counted by the rule.
Incoming Transfer: eligible dated inbound internal supply.
Free Stock Used or Net Available: usable starting position after reservations and counted supply rules.
Forecast 30d/60d/90d/120d: forecast demand totals for each horizon.
Average Daily Demand and Days of Coverage: current demand pace and approximate coverage.
Coverage Status: Stockout, Critical, Healthy, Overstock, or Ignored.

Time-phased replenishment

Ordering Method and Ordering Cadence: continuous, recurring, or manual review behavior.
Planning Action Date and Buy Timing: when the planner should act.
Suggested Order Date and Expected Receipt Date: current purchase timing.
Following Review Date, Following Receipt Date, and Protection Through: the period the current cycle must protect.
Projected Stockout: first projected shortage date where available.
Horizon Status: whether enough forecast days exist for the protection period.

Quantity fields

Recommended Quantity: total replenishment need before source allocation.
System Suggested Purchase: read-only purchase recommendation after timely transfers and execution constraints.
Planner Purchase Quantity: editable stock-UoM quantity that will drive the RFQ when explicitly set.
RFQ Quantity Preview and RFQ UoM: converted purchase-document quantity when purchase UoM differs.
Difference and Planner Decision: comparison and state of the manual decision.
Capital Needed: estimated purchase value based on maintained cost; not a supplier quotation.

How Calculated

Use this page for Decision Summary, Reason Category, Supply Impact, Rounding Impact, Forecast Adjustment, Manual Override, applied rule, target coverage, timely supply, gross requirement, raw purchase requirement, and horizon evidence. This is the primary explanation when a recommendation differs from a simple monthly-average calculation.

Transfer Plan

Review every donor allocation, source and destination, timely quantity, source free stock, protected quantity, existing commitments, and remaining stock. Multiple donors may contribute to one receiver.

Readiness & Setup

Use this page to find missing vendor, missing rule, route, source, ordering date, forecast horizon, or document conditions. A setup issue should be fixed at its source and followed by a controlled recalculation.

Purchase Schedule and linked documents

Purchase Schedule shows unexecuted and linked batches. Linked Documents shows RFQs, POs, transfers, creation times, and execution steps. Reset Linked Docs clears Niyu tracking links; it does not delete the underlying Odoo documents.

Planner Note, Demand History, and Forecast Quality

Planner Note records current operational context. Demand History explains monthly demand and availability. Forecast Quality separates recorded demand from any constrained-demand estimate and states why the treatment was used.

Useful list filters

Needs Attention, Buy, Transfer, Transfer + Buy, Setup Needed, Watch, and Ignored.
Ready for RFQ, Ready for Transfer, Pending Execution, and Partial.
Manual Purchase Quantity, Manual Quantity Needs Review, Draft RFQ Needs Update, and Planner Qty Is Zero.
Stockout Affected, Forecast Adjusted, Low Availability, Availability Unknown, and Adjustment Capped.
Continuous Review, Scheduled Review, action windows, horizon blockers, transfer status, and network restrictions.

Do not compare fields from different layers as if they are the same

Forecast demand, total replenishment need, system purchase suggestion, planner purchase quantity, and RFQ purchase-UoM quantity answer different questions.