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Default Supply Planning Workbench View in NetSuite

Set a default view for your Supply Planning Workbench in NetSuite to enhance planning efficiency.

·1 min read·7 views·View Oracle Docs

TL;DR Opening

Setting a default view for the Supply Planning Workbench in NetSuite streamlines user experience, ensuring that each time you enter the workbench, a pre-selected view is displayed automatically. This feature simplifies navigation and supports efficiency in managing supply plans.

How to Set a Default Supply Planning Workbench View

To create a default workbench view for a specific supply plan definition, follow these steps:

  1. Navigate to Transactions > Supply Planning > Supply Definitions.
  2. Locate the Supply Definition you wish to adjust, and click Edit.
  3. In the Supply Plan Definition section, select a Planning Workbench View (e.g., US Vendor).
  4. Click Save to apply your changes.

Note: Setting a default view can significantly enhance user experience by reducing repetitive selection processes.

Who This Affects

  • Supply Chain Managers
  • Procurement Staff
  • Inventory Planners

Key Takeaways

  • Setting a default workbench view enhances efficiency when managing supply plans.
  • Users can quickly apply a predetermined view upon entering the workbench.
  • This feature simplifies navigation and improves overall workflow efficiency.

Frequently Asked Questions (4)

How can I set a default view for the Supply Planning Workbench in NetSuite 2026.1?
To set a default view, navigate to Transactions > Supply Planning > Supply Definitions. Locate and edit the Supply Definition of interest, select your desired Planning Workbench View, and then save the changes.
Do I need any specific permissions to set a default Supply Planning Workbench view?
The article does not specify permissions required to set a default view for the Supply Planning Workbench in NetSuite 2026.1.
Will configuring a default Supply Planning Workbench view affect existing supply plans?
The article does not mention any impact on existing supply plans when setting a default view in the Supply Planning Workbench.
Is the ability to set a default Supply Planning Workbench view available only in NetSuite 2026.1?
Yes, the ability to set a default workbench view is introduced in NetSuite 2026.1, as per the release notes.

Weekly Update History (1)

Inventory Managementupdated

Updated the Creating a Planning Workbench View help topic.

View Oracle Docs
Source: Default Supply Planning Workbench View — Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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