The quick answer
Open the item's Supply tab in Planning Workbench, select the pegging icon on the planned transfer order and expand it to see the demand it serves at the receiving location. Then open the Demand tab, where the same transfer is demand at its shipping location, select its pegging icon and expand the tree level by level. The rows show which on-hand stock, further transfers and planned work order feed the transfer, with Pegged against Total on each. Opening pegging does not change anything.
The screenshots show sample data. Person and company names are fictional. Your locations, order numbers, dates and quantities will differ.
Before you start
In this example, a supply planner at a pump maker reviews the Regional replenishment plan. Pump Unit PU-200 is built at Akron Plant, moves to Columbus Hub and then to Toledo Store, where a demand plan needs 40 Ea. The planner wants to know why a planned transfer to Toledo Store exists and what stands behind it.
Planning Workbench shows the last calculation of a supply plan. It is a snapshot, so a change to demand, an order or an item setting does not appear until you refresh the planning repository and run the plan again. Material Requirements Planning and Multi-Location Inventory have to be enabled, along with the manufacturing features the pump's bill of materials needs. The items need Material Requirements Planning as their replenishment method, a place in the plan's planning item group and item-location planning data (lead time, lot sizing and safety stock where used) at both ends of each transfer. To see a complete cross-location chain, the receiving, shipping and any intermediate location have to be in the plan's scope. The planning rule group needs a transfer rule for the item or its planning item category that names the shipping location and lead time for each receiving location. A rule is a sourcing input, not a guarantee that a transfer is planned. The supply plan definition needs Generate Pegging checked, and the plan has to complete, including its pegging step, for the pegging dialog to have data. While a refresh or run is still processing, the workbench can keep showing the previous result, so confirm in the Supply Planning Event Log that the run is complete. Viewing results needs access to the plan and the Planning Workbench. Firming, releasing and creating transfer orders need separate permissions, and this walkthrough does none of them. Menu labels can differ by release and role.
01. Open the calculated plan
Go to Transactions > Supply Planning > Supply Plan Definitions. On Regional replenishment, select View Results. The Planning Workbench header says which calculation you are reading: the plan, its Planning Horizon starting 11/09/2026, when the Repository Refreshed and when the Results Generated.
02. Find the planned transfer
In Results Summary, find Pump Unit PU-200. Its Supply count is 6. The counts are numbers of entries, not units. Select the Supply count to open the Supply tab.
The tab lists three On-Hand Quantity rows and three planned orders: Planned Work Order #7503, Planned Transfer Order #7502 and Planned Transfer Order #7501. Read #7501: Location is Toledo Store, Source is Columbus Hub, the dates are 11/24/2026 to 11/25/2026 and Quantity is 32. The Location is where the stock arrives. The Source is where it ships from.
03. Follow it to the demand it serves
Select the pegging icon on Planned Transfer Order #7501 and expand its row. Item Demand Plan #4120 at Toledo Store shows Pegged 32 against Total 40. The transfer covers 32 Ea of that demand. This dialog does not say what covers the other 8 Ea. Close the dialog.
04. Trace the supply behind it
The same transfer is also demand, because it takes stock from Columbus Hub. Select the Demand tab. Planned Transfer Order #7501 is listed at Columbus Hub, due 11/24/2026, Quantity 32.
Select its pegging icon and expand the transfer. On-Hand Quantity at Columbus Hub shows Pegged 8, Total 14, and Planned Transfer Order #7502 shows Pegged 24, Total 24. Expand #7502. On-Hand Quantity at Akron Plant shows Pegged 6, Total 9, and Planned Work Order #7503 at Akron Plant shows Pegged 18, Total 18. Expand the work order to see the component supply pegged to it: on-hand Motor Unit MU-45 (Pegged 18, Total 45) and Impeller IM-30 (Pegged 18, Total 30). Filters, the date-based view and the View Independent Demand option on the Supply-row dialog can change what you see.
05. Reconcile the quantities
Read the tree from the bottom up. The 18 Ea work order plus the 6 Ea on hand at Akron Plant makes the 24 Ea transfer #7502. That 24 Ea plus the 8 Ea on hand at Columbus Hub makes the 32 Ea transfer #7501, which covers 32 of the 40 Ea demand at Toledo Store.
Treat this as a reading of this result, not as a formula. Lot sizing, safety stock, minimum quantities and other demand can change the numbers, and Pegged is the quantity attributed to the row above it, not an amount reserved or the quantity available. Do not add the Total values to the Pegged values. In this plan the Demand tab lists a Safety Stock row at each location, and yours may not. Do not assume what the unpegged part of an on-hand row supports unless the tree shows it. Close the dialog. Nothing was released or changed.
Common questions
Why does the same transfer appear on both the Supply tab and the Demand tab?
A transfer has two effects. At the receiving location it is supply, so it appears on the Supply tab with that location in the Location column and the shipping location in Source. At the shipping location it is demand, because it takes stock from there, so it appears on the Demand tab.
What do Pegged and Total mean?
Total is the full quantity of the row. Pegged is the part of it attributed to the row above it in the tree. An on-hand row with Pegged 8 and Total 14 means 8 Ea of that stock is attributed to this chain. The rest may support other requirements or stay unassociated in this tree.
Does pegging reserve Columbus Hub stock for Toledo Store?
No. Pegging explains the planning relationship in the last calculation. It does not reserve or commit stock, and it is not the quantity available. If Supply Allocation is enabled, a firm allocation, not ordinary pegging, is the reservation.
Why is the transfer 32 Ea when the demand is 40 Ea?
The transfer is pegged to 32 of the 40 Ea. The dialog does not show what covers the other 8 Ea. Review the other supply rows for the item and the plan's projected balances before you explain the difference.
Is a planned transfer order a real transfer order?
No. It is a planning recommendation. Firming preserves it, releasing advances it through the planning workflow, and a later implementation step creates the actual transfer order. Fulfillment and receipt come after that. A later plan run can replace an unfirmed planned order with a new one, so its number and quantity can change.
What do I do after tracing it?
Opening pegging changes nothing, but firming or releasing the planned transfer does change planning state. Decide first whether the transfer should exist. If it should, firm or release it with the permissions and process your account uses, and remember that creating the transfer order is a separate step from the plan.
Does a transfer rule mean a transfer will always be planned?
No. The rule says where stock can come from. Demand, dates, the planning horizon, existing supply, lot sizing and the source's availability still decide whether a transfer is planned.
What if the pegging icon opens an empty or missing tree?
Check that Generate Pegging was checked before the plan ran, that the run completed including its pegging step, that you are viewing the latest completed result, that every location in the chain is in the plan's scope, that the items use Material Requirements Planning, belong to the planning item group and have item-location data, that the planning rule group maps each receiving location to its shipping location for the item or its category, that the planning horizon covers the dates, that your role can view the records, and that the repository was refreshed after your last change.