Configure P&S Server

Article • 6/18/2026 • 12 min read

The P&S Server Settings (PSSRV) page contains the settings that configure the Planning and Scheduling Server.

Different sections within the P&S Server Settings (PSSRV) page contain settings that configure the server during different stages. The system, by default turns on or turns off the settings.

To configure the P&S server

Open the P&S Server Settings (PSSRV) page.
- Select Utilities > Company Setup > Module Setup > P&S Server Settings.
Or
- Search for PSSRV or Server Settings in the Navigation box and then select P&S Server Settings.
The P&S Server Settings (PSSRV) page appears.
Select or clear the check boxes that correspond to the required setting that’s in the following sections. Some check boxes, after selection, may show further values within a list.

Section	Description	Default Value
Startup	Sync 2 ERP Select to invoke the M2MReceiving Handler, and have the MSMQ messages from Planning and Scheduling update the M2M ERP database.	Cleared
	ERP 2 Sync Select to have any relevant updates in M2M ERP update the Planning and Scheduling Server so that the Planning and Scheduling memory model matches the ERP database.	Selected
	Use Auto Create Jobs Select to have the Planning function create jobs only for SO items that have Create Jobs selected. Clear to have the Planning function not consider the Create Jobs flag, and create jobs for all SO items.	Cleared
	Completed By Qty To Go Select to assume that all preceding operations (including sub-jobs) are also complete once a job operation completes. Clear to remove a job operation from the schedule only when the job is reported as complete.	Selected
	Set Completed Materials A job material that belongs to a job operation that’s already completed, but is not yet issued is marked with (C) on the P&S pages. If selected, these job materials consume On Hand inventory, if it exists, but are ignored otherwise. This logic accounts for a backflush situation in which the issue transactions are delayed until the job is completed. This situation can also occur when material is needed in a late operation but this is not specified in the job BOM. We recommend to fix this data issue. If you want these job materials to be considered as regular demand (until the BOM data is fixed), you can clear the check box. With the check box cleared, the job materials marked with (C) are considered as regular demands.	Cleared
Runtime	Defer Completion Transactions Select to defer completion transactions and make them visible in the Planning and Scheduling system only when the user runs Planning, Scheduling, or Re-scheduling. This helps to coincide the processing of these transactions with the moving forward of the Schedule Start date and recreation of a new schedule. This is important in a CTP environment. Clear to process the completion transactions immediately like any other ERP transactions. [!Note] We strongly recommend not to change the default setting in environments where you use CTP.	Selected
	Defer All Transactions Select to defer all ERP transactions and make them visible in the Planning and Scheduling system only when the user runs Planning, Scheduling, Re-scheduling, or Realign Schedule.	Cleared
	Limit Sim Ops By Qty To Go Select so that for parts with a unit of measure of Each or Piece, the actual number of simultaneous operations will never be lesser than one. If the operation quantity is lesser than the number of simultaneous operations of that job operation, the actual simultaneous operations will be 1, as it is assumed that the quantity cannot be divided into a fraction that is processed on each machine. If you clear the check box, the system removes this restriction.	Cleared
Plan	Allow Negative On Hand Clear to have Planning regard the negative On Hand as a reporting error and assume that the actual inventory is zero. Select to have Planning create supply to cover the negative On Hand (only for stock parts).	Cleared
	Automatic Firming Upon Accept Select to have a supply order that is accepted on the Planning grid to automatically set as Firmed. Clear to have a supply order that is accepted on the Planning grid to not automatically set as Firmed.	Cleared
	Assembly Buffer For Use the assembly buffer in one of the following three options: Stock: Supports an assembly buffer on all non-purchased stock materials. CCR: Supports the TOC philosophy. With this option, the assembly buffer protects the assemblies that follow the CCR operation. ALL: Supports an assembly buffer on all non-purchased materials.	Stock
	Built To Upper Tolerance Select to have the Planning engine attempt to cover the requested SO release quantity inflated by the upper tolerance. However, the system considers the SO release as fulfilled, if the requested quantity was shipped.	Cleared
	Forecast Retention Select Current Period to fully retain the current forecasting period until it fully expires (the period end date becomes earlier than the Schedule Start date). For e.g. if the Forecast Period Calendar is set to Monthly [on the Planning tab of the Global Parameters (PSGLPARM) page], the March forecast expires on April 1. Select the number of days to retain the forecasting period for these number of days from the beginning of the period. For e.g., if Forecast Retention = 21, the system retains the March forecast until March 21, and it expires on March 22. Select Remaining Current Period to retain the forecasting period for the remaining number of days from the Schedule Start Date until the period end date. For e.g., if the forecast period calendar is set to Monthly and the Schedule Start Date is March 21, then the system retains only March forecast quantities with discrete date after March 21. March forecast quantities with dates before March 21 are expired.	Current Period
	Forecast Dep Demand Select the check box to assume that Forecast includes Sales Orders and Dependent Demands. Clear the check box to assume that the Forecast was built against Sales Orders only. The system calculates the Unconsumed Forecast accordingly where the included demands consume the Forecast for the same period. When selected, the Dep Demand isn’t included in the PAB(F) calculation.	Selected
	Job Outstanding Qty By Operation Select to calculate the outstanding quantity of the job order by basing it on the Qty-to-Go of the last job operation (netted from the shipped or moved to inventory quantity). Clear to make the outstanding quantity of the job order as the job unshipped/unmoved quantity. In the second option, Planning isn’t sensitive to scrap (short completion) at the operation level. Planning in this case reacts to short completion only when the job is closed.	Selected
	Modify Firmed Job Due Dates Select to have Planning change the due date of a Firmed and Released job. Clear so that Planning cannot change the due date of a Firmed and Released job.	Selected
	Modify Firmed PPO Due Dates Select to have Planning change the due date of a Firmed PPO. Clear so that Planning cannot change the due date of a Firmed PPO.	Selected
	Modify Firmed ISO Due Dates Select to have Planning change the due date of a Firmed ISO. Clear so that Planning cannot change the due date of a Firmed ISO.	Selected
	Planning Preserve Make SO Split To preserve a customer’s job splitting, Planning doesn’t change existing jobs in case the total of the jobs’ quantity equals the demand quantity of the SO release. [!Note] Unlike Planning, the Balance command on the Material Availability (RPMAVL) page adjusts the quantities of the jobs according to the lot sizing parameters regardless of this setting.	Selected
	Safety Stock On LT Select the check box to assume safety stock as a demand. The need date will be the sum of the current date and the manufacturing lead time of the part. Clear the check box to set the safety stock need date to the current date.	Selected
	Show Floor Stock Parts Clear to hide floor stock parts on the Interactive Planning pages. Select to show floor stock parts on the Interactive Planning pages.	Selected
	Max Low Level No The maximum number of BOM levels for planning. The BOM levels can be selected from a default value of 20 to the range between 1- 99.	20
Schedule	Adjust Purchasing To Schedule Clear to drive Purchasing based on the plan as long as the Schedule is on-time or late compared to the plan. For a build-ahead schedule, the Schedule drives purchasing, regardless of the INI setting. Select to set the need date of the purchased material to match the scheduled date of the fed operation.	Cleared
	Adjust IDO To Schedule Clear to set the due date of the IDO to the minimum between the ISO Due Date and the ISO Schedule Date of the corresponding ISO. Select to always set the due date of the IDO to the ISO Schedule Date of the corresponding ISO.	Cleared
	Adjust Child Schedule To Parent Clear the check box to retain the need date of non-purchased materials that’s set by Planning, unless the operation schedule requires the material earlier. Select the check box to match the need date of the non-purchased material with the scheduled date of the fed operation.	Selected
	Horizon Factor The Scheduling Horizon defines the date range of jobs included in the schedule. Jobs are included in the schedule if their Due Dates are within the Scheduling Horizon. However, it’s not known how far the schedule will span. The Horizon Factor defines how far the schedule can span. The default is six times the Scheduling Horizon.	6
	Priority 1 Days The number of days by which the need time of a priority 1 job is advanced. By offsetting the need time, the operations of this job and the jobs that feed it have a better chance to be scheduled on time. The larger the offset, the earlier the job tends to end because it’s considered earlier in the schedule queue. However, ending too early increases inventory.	20
	Priority 2 Days The number of days by which the need time of a priority 2 job is advanced. By offsetting the need time, the operations of this job and the jobs that feed it have a better chance to be scheduled on time.	10
	Priority 3 Days The number of days by which the need time of a priority 3 job is advanced. By offsetting the need time, the operations of this job and the jobs that feed it have a better chance to be scheduled on time.	5
	Improvement Cycles The number of improvement cycles. Improvement cycles stop during one of the following cases: Number of improvement cycle was reached (defaults to one cycle). Objective ceased to improve.	2
	Restriction On Operation Overlap Select to prevent a short-duration operation from finishing before the previous operation. The end time of the short-duration operation (with negative move time) will always be greater than or equal to the previous operation’s end time.	Selected
	Schedule Open Jobs Inside Release Offset Clear to schedule the open job orders only beyond the Schedule start + Release Date Offset [defined in the Global Parameters (PSGLPARM) page]. Applicable in Scheduling, Rescheduling, and CTP.	Cleared
	Preserve Machine Usage On Reschedule This setting applies only to partitioned work centers. Clear to prevent Rescheduling from preserving the machine number (simultaneous resource). Select to have Rescheduling preserve the existing machine assignment. [!Note] We recommend that you select this setting only when using Sequence by Characteristic at the machine level.	Cleared
	Preserve Manual Sequence Changes Clear to preserve the manual sequence changes only inside the Time Fence, that are done by dragging on the Gantt in the full scheduling run. Select to always preserve the manual sequence changes regardless of the Time Fence, that are done by dragging on the Gantt.	Cleared
	Contiguous Operations On WC Select All to force successive job operations that run on the same work center to be scheduled contiguously. Select None to not force the contiguous schedule. Select Non Partitioned to force the contiguous schedule on all the work centers except the partitioned work centers.	All
	Frozen Logic Clear to turn off the freezing feature, and to ignore the Frozen property.	Selected
	High Priority For Released Jobs Select to schedule Released jobs with a higher priority than Open jobs.	Selected
	Multiply Additional Resources Select to calculate the number of Simultaneous Resources used on the Additional Resource work center by multiplying the Sim Ops of the Additional Resource routing by the Sim Ops of the Primary routing. Clear to use the Sim Ops of the Additional Routing without any multiplication.	Selected
	Multiple Bars Per Node Select to represent job operations with multiple sim operations in the Gantt chart by a bar for each sim operation. (For e.g., if sim operations = 3, the system represents the operation by three bars). Clear to represent the job operation by a single bar.	Selected
	Setup Reduction WC Select CCR to apply the setup reduction process only to the CCR work center. Select Buffered to apply the setup reduction process only to the Buffered work centers. Select Constraint to apply the setup reduction process only to the Constraint work centers.	CCR
	Sub Contract Purchase Buffer The size of the Sub-Contract Purchasing Buffer in days.	1
	Reschedule In Sequence By Characteristic Select to automatically run rescheduling as a part of the Sequence By Characteristic process. Clear to only run the sorting process during the Sequence By Characteristic process. [!Note] In this case, the user must invoke Rescheduling manually at the end of the Sequence By Characteristic process. Use the setting with the cleared check box if Sequence By Characteristic is done on multiple work centers. This ensures that Rescheduling is run only once.	Selected
	On Hold Off Set Increment Defines the time fence in which a job in On Hold status cannot be scheduled. This time fence is defined as: Current Date + Release Offset + On Hold Offset Increment On Hold jobs can be scheduled only behind this time fence.	0

On the Toolbar, click Save.

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