Home › Forums › Enhanced Planning Pack › Enhanced Plan Vendor Summary Filtered Lines

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  • Sean UnderwoodSean Underwood
      November 4, 2026 at 11:10 pm
      Post count: 17
      #30607

      I am testing this feature for use with my clients purchasers.

      I presume the linked planning lines totals and the list presented in the Enhanced Planning Worksheet is filtered by the Supply From value in the planning worksheet. Is that correct?

      If so the problem I am getting is that Cancel planning messages do not have this value populated therefore are excluded from the view. This gives the user an incomplete view of the planning suggestions.

      For normal planned lines filtering we have had to go back to displaying the vendor code as the filterable column to address this.

      Is this a bug or by design, if by design why?

      Sean UnderwoodSean Underwood
        November 4, 2026 at 11:34 pm
        Post count: 17
        #30608
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        Further to this I have assigned the vendors to the users with a config package.

        However when I go to validate this from the Enhanced Planning User Preferences > Manage My Vendors. I am only able to see the ones assigned to me rather than the user I have selected. There is also no filter option on the page which allows me to adjust the list presented manually. Can this be added?

        Terri Vaive
          November 5, 2026 at 11:16 am
          Post count: 514
          #30618
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          Hello Sean,

          When the Planning Worksheet button is selected from the Vendor Planning Summary page, the Enhanced Planning Worksheet will display filtered specifically to the Planning Batch that is set within the Planning Batch Name filter at the top of the Vendor Planning Summary page. The Enhanced Planning Worksheet results will also be further filtered by the Vendor No. field, not the Supply From field.

          For the Manage My Vendors page accessed via the Enhanced Planning User Preferences, this will auto filter to the current user Signed-In User when opened.

          A Custom Enhancement would be required in order to allow the filtering options to be added to view all underlying entries instead.

          Please submit a support request to [email protected] for further assistance.

          Thank you,

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