Transcript Training Guide - Polaris Supplier Information System

Polaris
Planning Supplement
What is the Planning Supplement and
how is it different?
New Planning Supplement
Current Planning Schedule and
POs
A weekly snapshot of all
requirements.
PSs are a weekly snapshot of
requirements but POs are only
sent when a new PO is issued or
changed.
Combines the PO and PS
requirements on one document.
PSs and POs are separate
documents.
Shows receipt and return (RMO)
quantities for POs.
Does not show receipt quantities
for POs.
Compares current to previous
week’s requirements.
No comparison to previous
requirements.
Downloadable.
Not downloadable.
Link to
current
Planning
schedules
and POs
New
Planning
Supplement
Login using your
Individual User ID
Select
Warehouse
Order Information
(Order, Received,
Returned, and Open Qty)
Supplier’s
Name
Due Date
SUPPLIER XYZ
XXXXX
Part
Number
PO Number
and Release
Planning
Schedule
Info
Primary
Date
SUPPLIER XYZ
XXXXX
Secondary
Date
Download by clicking
“Download Data”
To print or do data analysis
SUPPLIER XYZ
XXXXX
SUPPLIER XYZ
XXXXX
From the “Edit” menu option
Select “Select All”
Then “Copy”
From the “Edit” menu option
Select “Paste Special”
Then highlight “Text” and Click OK.
Takeaways
• The planning supplement is a
weekly snapshot. It does not
reflect activity as it occurs.
• It is a new tool that provides:
– POs and Planning Schedules on the
same document
– Receiving and Returns information
– Comparisons to prior periods
– Downloadable
Questions?
Contact your Polaris Central Planner for
questions regarding the content
(dates/quantities/orders)
OR
Contact [email protected]
regarding system access and support