Edit Planning Bill

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This activity allows you to modify the planning bill details. Tell me more

The “Edit Planning Bill” page appears.

Planning Bill No.

The number identifying the planning bill for which details have to be modified.  Mandatory.

 

Press <Enter> key.

 

The planning bill should not be left blank and should exist. It must be unique for a Business Unit. The system retrieves the planning bill details for the specified planning bill number. The multiline details are retrieved in the ascending order of the planning bill sequence.

 

Help facility available.

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 the valid planning bill.

 
  • Draft – indicates the incomplete planning bill.

 
  • Inactive – indicates the invalid planning bill.

Plg. Group

The code identifying the planning group for which planning bill has been created. Mandatory. The system retrieves the planning group for which the planning group for which the bill is defined. Planning group refers to a set of items that have similar characteristics and planning parameters that helps in common planning.

 

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.

Maintained By

Use the drop down list box to select the “Maintained By” control units for which the login user has “Modify” access permission in case of modification and “All” access permissions in case of deletion. Mandatory. The system retrieves the control units for which the login user has “Transaction” and/or “View“ access permission. 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 for which the bill is defined. Mandatory.  The system displays “1.0” by default on launch of the page.

The system displays the following:

UOM

The production unit of measure of the planning group.

Plant

Use the drop-down list box to select the valid plants available for the planning group selected. 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.

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.

Seq. No.

The sequence number of the planning bill identifying the item/planning group defined. Mandatory.

Plg. group

The code identifying the planning group. 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. 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 specified. If planning group has been specified, then the item code cannot be specified. If the item code has been specified, then the planning group cannot be specified.

Var

The code or number identifying 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.

Plan Qty.

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

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

UOM

The unit of measure of the item. It is fetched by the system for the item selected and not user user-defined.

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.

 

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” 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 “Low Date” as the default date.

The system ensures that at least one row in the multiline should be present. This check is made in the cases where rows are marked for deletion. After deletion, there should be at least one row. The system ensures that the row should exist before deletion. If planning group or item/item variant combination is specified, the system deletes the selected planning group or item/item variant combination from the planning bill and refreshes the screen. The system deletes the selected rows in the “Planning Bill Details” multiline.

The system checks the status of the planning bill. If the status has been changed from “Draft” to “Active”, then the system executes all the validations. If the status is changed from “Active” to “Inactive”, then the system updates the planning bill details with the status as “Inactive”. If the status is changed from “Draft” to “Inactive” then none of the action is required. The status cannot be changed from “Inactive” to “Draft” or “Active”. If the rows are marked for deletion then the system checks if the "Maintained By" control unit of the planning bill has “All” access permission for the login user. The system saves the planning bill details.

To proceed, carry out the following

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

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

Edited By

The login user ID of the person who has modified the planning bill

Edited Date

The date on which the planning bill was modified