Create Planning Bill

This activity allows you to define a planning bill to plan for a planning group. Tell me more

Select the “Create Planning Bill” link under the “Bill Of Material Model” business component.

The “Create Planning Bill” page appears.

Enter the following details:

Planning Bill No.	The unique number identifying the planning bill defined as grouping of items in bill of material format to facilitate master scheduling and material planning. Mandatory.
	Press <Enter> key.
	The planning bill number must be unique for a business unit. The login user should have create permission to the "Maintained By" control unit of the planning bill from the “Organization Model” business component.
	Help facility available.

Click “Get” pushbutton to retrieve the planning bill details.
Enter the following details:

Desc.	The description of the planning bill.
	Zoom facility available.
Status	Use the drop-down list box to select the status of the planning bills. Mandatory. You can select from “Active”, “Draft” or “Inactive”. The system displays the default value based on the value saved through save template field. Otherwise, the system displays “Active” by default on launch of the page. The status should not be left blank.
	Active – indicates a valid planning bill.
	Draft – indicates an incomplete planning bill.
	Inactive – indicates an invalid planning bill.

Note: The status can be modified through the “Edit Planning Bill” activity. A planning bill cannot be generated in “Inactive” status.

Plg. Group	The code identifying the planning group for which planning bill has to be created. Planning group refers to a set of items that have similar characteristics and planning parameters that helps in common planning. Mandatory.
	Press <Enter> key.
	The planning group should not be left blank. It should be valid and should be in “Active” status in the “Item Administration” business component. The system retrieves the planning group description, UOM and plant from the “Item Administration” business component.
	Help facility available.

The system displays the following:

Desc.	The description of the planning group.
	Zoom facility available.

Enter the following:

Maintained By

Use the drop-down list box to select the “Maintained By” control units for which the login user has “Transaction” access permission. Mandatory. The system displays the default value based on the default saved through the save template field or displays the “Default Maintained By” from the “Organization Model” business component as the default defined for the login user. Otherwise, the system displays “First Value” by default on launch of the page. This field should not be left blank.

Qty.

The quantity of the planning group. Mandatory. The system displays the default value based on the default saved through the save template field. Otherwise, the system displays “1.0” by default on launch of the page. The quantity should not be left blank and should be greater than zero.

The system displays the following:

UOM

The manufacturing unit of measurement of the planning group.

Enter the following:

Plant	Use the drop-down list box to select the valid plants for which the planning group is valid. If the “Bill of Material” business component is talking to only one warehouse Organization Unit as defined in “CIM Model” business component, then the system defaults the Organization Unit. If multiple Organization Units are mapped, then the system displays “First Organization Unit” by default on launch of the page.
Bill Of Resource	The code identifying the bill of resource that indicates the sequence of activities used for production of output items.
	Help facility available.
Save Template	Select the check box to save the default fields that can be viewed when the user revisits the activity. If this field is checked, then the system saves the values in status, maintained by and quantity. The system leaves the box “Unchecked” by default on launch of the page.

Enter the following details in the “Planning Bill Details” multiline:

Seq. No.	The sequence number of the planning bill identifying the item or planning group defined. Mandatory.
Plg. group	The code identifying the planning group. Mandatory.
	Press <Enter> key.
	The planning group should be valid and should be in “Active” status in the “Item Administration” business component. For selected rows, If only planning group has been specified, then the system retrieves the planning group description, UOM and plant from the “Item Administration” business component. If the planning group has been specified, then the plant has to be selected.
	Help facility available.
Item Code	The code identifying the item of the planning bill. Mandatory.
	Press <Enter> key.
	The item should have been defined in the warehouse Organization Unit to which the “Bill of Material” business component Organization Unit is mapped. For the Login Organization Unit, the system checks whether the Organization Unit of the “Item Administration” business component is mapped to the Login Organization Unit of the “CIM Model” business component. The system also checks for the existence and status of the item. If it does not exist then the system displays an error message. The system retrieves the item details for the specified item code and variant (if any). If the item does not have a variant, then the item details are retrieved for the specified item. If the item has a variant, then the system retrieves the item details for the item and variant combination.
	Help facility available.

Note: For selected rows, either item code or planning group should exist or speciifed. If planning group has been specified, then the item code cannot be specified in that row.

Variant Code

The number that identifies the variant of the item.

The system displays the following in the “Planning Bill Details” multiline:

Desc.

The description of the item and its variant (if any). The system retrieves the description for the item/item variant from the “Item Administration” business component.

Enter the following in the “Planning Bill Details” multiline:

Plan Qty.

The planned quantity for the selected item/planning group. Mandatory. The system displays “1.0” by default for all rows.

The system displays the following in the “Planning Bill Details” multiline:

UOM

The production unit of measurement of the item or planning group.

Enter the following in the “Planning Bill Details” multiline:

Plant	Use the drop-down list box to select the valid plant defined for the planning group. The system retrieves all the warehouses Organization Unit to which “Bill of Material” business component Organization Unit is mapped. If the “Bill of Material” business component is talking to only one warehouse Organization Unit as defined in “CIM Model” business component, then the system defaults the Organization Unit. If multiple Organization Units are mapped, then the system displays “First Organization Unit” by default on launch of the page.
Warehouse Code	The code identifying the valid warehouse defined for the selected item.
	Help facility available.
Res. Seq.	The sequence number identifying the resource of the bill of resource defined and linked to the planning bill.
	Help facility available.
Valid From	The date from which the item is valid. If the date is specified, it should be in correct date format. If the date is not specified, then the system displays “Low Date” (the earliest date set in the system parameter) as the default date. The valid from date should be lesser than the valid to date.
Valid To	The date till which the item is valid. If the date is specified, it should be in correct date format. If the date is not specified, then the system displays “High Date” (the latest date as specified in the system parameter) as the default date.

Check the box in the “Select” column of the multiline to select the planning bill for creating the details.

Click the “Create Planning Bill” pushbutton to create planning bill.

The login user should have “All” access permission for the "Maintained By" control unit of the planning bill from the “Organization Model” business component. The planning bill cannot be created in “Inactive” status. The system checks the status of the planning bill. If the status is “Draft”, then the planning bill details are saved with status as “Draft”. If the status is “Active”, then the system performs all the validations. The system ensures that at least one row should be present in the multiline and saves the planning bill details.

The login user ID and the system date is updated in the “Created By” and “Created Date” fields.

To proceed, carry out the following

Select the “Edit Planning Bill” link at the bottom of the page to modify the planning bill details.
Select the “Attach Notes” link at the bottom of the page to modify the notes for the bill.

The system displays the following:

Created By	The login user ID of the person who has created the planning bill
Created Date	The date on which the planning bill was created

Prerequisites

Mandatory

Planning group should have been defined in the “Create Planning Group”activity of the “Item Administration” business component.

Maintained by should have been defined in the “Control Unit”activity of the “Organisation Model” business component.

Item should have been defined in the “Maintain Item - Basic Information”activity of the “Item Administration” business component.

Warehouse should have been defined in the “Maintain Item - Basic Information”activity of the “Item Administration” business component.

Plant should have been defined in the “CIM Model” business component.

Optional

Bill of resource should have been defined in the “Create Bill of Resource” activity of the “Process Model” business component.