How do I open the Supply Planning Workbench for a specific supply plan?

Open Transactions > Supply Planning > Supply Planning Definitions and click View Results in the Planning Workbench column beside the supply plan you want to review. You can also go to Transactions > Supply Planning > Event Log before opening the relevant plan's results. The workbench is tied to the supply plan being viewed, so open the plan that contains the results you need.

What date-range controls and limits apply when viewing results in the workbench?

The top panel shows the planning horizon, start date, and end date; the start date is the date the supply plan was launched and cannot be edited. The end date is calculated from the horizon and can be changed for display, but you cannot choose an end date later than the plan's default end date at the end of the planning horizon. Using the date range only narrows displayed information without extending the plan beyond its defined horizon.

What actions can planners take from planning results, and does processing a suggested action immediately implement changes?

The workbench supports reviewing, modifying, creating, and releasing planned orders, and releasing reschedule-in, reschedule-out, and cancel supply-order suggestions. Processing a suggested action from the Action tab produces a change order. That change order must be approved before the suggested supply-plan changes are implemented, so processing the suggestion is not the final implementation step when approval is required.

How can I refine results and drill into issues for specific items or locations?

Use item filters to display a more refined set of planning results; you can select one filter criterion or a combination. The replenishment-method filter includes options such as Material Production Schedule and Material Requirements Planning. You can create summary pages by item and location or across all items and locations, then narrow results with filters and drill into the numbers and hierarchical pegging for more detail.

Supply Planning Workbench: Views,...

The Supply Planning Workbench lets planners review supply and demand orders within a supply plan, inspect inventory levels, identify issues that could delay demand schedules, and act on planning results. It also provides summary and drill-down views for reviewing results by item, location, or across all items and locations.

What does the Supply Planning Workbench show?

The workbench is a results-review area for a supply plan. Its purpose is to help planners understand how supply and demand orders align and decide how to execute the plan so customer orders can be received complete and on time.

The displayed results include:

Planning result	What the workbench provides
Supply and demand alignment	How demand and supply orders align to their due dates
Inventory	Inventory levels for all items used by the organization
Schedule issues	Issues that could delay the demand order schedule
Available actions	Possible actions, from processing planned orders to processing supply orders

When important supply orders are in danger of not meeting demand orders, the issue information gives planners a basis for responding. The workbench also supports flexible search and browse capability for reviewing planning results.

How do you open the workbench?

To open results for a supply plan:

Go to Transactions > Supply Planning > Supply Planning Definitions.
Beside the supply plan to review, click View Results in the Planning Workbench column.

You can also go to Transactions > Supply Planning > Event Log before opening the relevant plan's results. The workbench is tied to the supply plan being viewed, so use the plan that contains the results you need to review.

What is in the top panel?

The top panel identifies the plan and provides dates and links that help establish the scope of the results currently displayed.

Element	Description
Supply Plan Definition	Displays the supply plan name. Select the link to open the Supply Plan Definition page.
Planning Horizon	Displays the date range for the supply plan.
Start Date	The date the supply plan was launched. The planning horizon starts on this date by default.
End Date	Calculated by adding the number of days in the supply plan definition's horizon field to the start date.
Repository Refreshed	The date the repository was updated.
Results Generated	The date the supply plan was launched to generate the results.
Date Range	Lets the planner change the displayed end date.
Plan List	Link to the supply plan list.
Event Log	Link to the supply planning event log.

The date-range control has two important boundaries: planners cannot edit the start date, and they cannot choose an end date later than the default end date at the end of the planning horizon. This makes the selected range a way to narrow the displayed information without extending the plan beyond its defined horizon.

How can planners refine planning results?

Item filters display a more refined set of planning results. Planners can select one filter criterion or a combination of the available criteria to display the data they want to review.

One documented item-filter criterion is Replenishment Method. The available methods include:

Replenishment method	Description
Material Production Schedule	A process that helps manufacturers plan which products and related quantities to produce during certain periods. The master production schedule is a basis of communication between sales and manufacturing.
Material Requirements Planning	An available replenishment-method filter option.

For related coverage of default views and filters, see Default Workbench View for Supply Planning in NetSuite and Enhanced Filters in NetSuite 2025.2 Supply Planning. Additional related reading includes Supplier Filter in Supply Planning Workbench and Supply Planning Workbench Enhancements in NetSuite 2024.1.

What actions are available from planning results?

The workbench supports reviewing, modifying, creating, and releasing planned orders. It also supports releasing reschedule-in, reschedule-out, and cancel supply-order suggestions. These capabilities connect result review to the actions used to adjust the supply plan.

Summary pages can be created by item and location, or across all items and locations. From those summaries, planners can drill down into the numbers and through hierarchical pegging. Use this progression when a high-level result requires more detail: begin with the applicable summary, narrow the results with available filters, and then drill into the related figures and pegging.

When do change orders enter the process?

After orders have been firmed and released and the supply plan has been run, a planner can create a change order. Change orders are produced when a suggested action is processed from the Action tab. The change order must be approved before the suggested supply-plan changes are implemented.

This sequence matters when reviewing suggestions: processing the suggested action is not the final implementation step when approval is required. The planner should distinguish between reviewing results, processing a suggested action, and approving the resulting change order.

Who This Affects

Supply planners: Review supply and demand alignment, inventory levels, schedule issues, and possible actions within the supply plan.
Teams using Material Production Schedule: Can use the replenishment-method filter when reviewing production-oriented planning results.
Teams using Material Requirements Planning: Can use the replenishment-method filter when reviewing those planning results.
Approvers of supply-plan changes: Approve change orders before the related suggested supply-plan changes are implemented.

Key Takeaways

Open a plan's workbench results from Transactions > Supply Planning > Supply Planning Definitions by selecting View Results in the Planning Workbench column.
Review due-date alignment, inventory levels, schedule-delay issues, and possible planning actions before adjusting the plan.
The displayed date range can use a different end date, but the start date cannot be edited and the end date cannot exceed the planning horizon.
Use item filters, summaries by item and location or across all items and locations, and hierarchical pegging to review planning results in more detail.
Processing a suggested action from the Action tab produces a change order; approval is required before the suggested supply-plan changes are implemented.

Supply Planning Workbench: Views, Actions, and Limits