|
|
|
|
|
This activity allows you to create a planning order for the selected planning group. Tell me more
Select the “Create Planning Order” link under the “Work Order Management“ business component.
The “Create Planning Order” page appears.
Enter the following details:
|
Plg. Group |
The unique code that identifies the planning group for which a planning order is to be created. Mandatory. Planning group refers to an artificial set of items that have almost similar characteristics and planning parameters, used to facilitate master production scheduling and material planning. |
|
Press <Enter> key. |
|
|
The system checks whether planning group is left blank. If yes, it displays an error message. The system also checks for the existence of the planning group in the planning group master and whether the planning group is in "Active" status for the Business Unit. If no, it displays an error message. |
|
|
Help facility available. |
Click the “Get” pushbutton to retrieve the Description and UOM details of the selected planning group.
The system displays the following:
|
Desc. |
The description of the planning group. |
|
Zoom facility available. |
|
|
UOM |
The production unit of measure of the planning group. |
Enter the following details:
|
Plant |
Use the drop-down list box to select the valid plants where the planning orders are created. The system gets the item or warehouse Organization units as specified in the CIM Component and also retrieves a blank value. Default value to this field is set to the “First Value” in the list. |
Note: If “Plant” is not left blank, then the system checks whether the planning group is defined for the selected plant. If no, it displays an error message. If “Plant” is left blank, then the system checks that the planning group has planning level as "Business Unit". If no, it displays an error message.
|
Work Order No. Option |
Use the drop-down list box to select the mode of creating the planning order number. You can select from “Automatic” or “Manual”. The system displays “Automatic” by default on launch of the page. |
The system displays the following:
|
Matl. Planner |
The material planner defined for the planning group. The system gets the material planner for the planning group and warehouse combination. |
Enter the following details:
|
Plan Online |
Select the check box to indicate whether the planning order is generated immediately or at a later stage. The system leaves the box "Checked" by default on launch of the page. |
Enter the following in the “Order Information” multiline:
|
Planning Order No. |
The unique number that identifies the planning order to be created for the selected planning group. Mandatory. In case “Automatic” Work Order Number Option is selected, the system generates the planning order number. In case “Manual” Work Order Number Option is selected, the Planning Order number has to be entered. |
Note: For each row in the multiline, if the Work Order Number Option is “Manual” then the Planning Order No should not be blank and should unique for the Business Unit and should exist in the system.
|
Plan Qty. |
The required quantity of the planning group to be planned. Mandatory. The system checks for each row in the multiline whether plan quantity is left blank and whether any fractions or decimals has been entered, as production UOM does not allow fractions. If yes, it displays an error message. The system also checks whether the plan quantity is greater than zero. If no, it displays an error message. |
|
Start Date |
The date on which the planning order has to be started. Mandatory. |
|
Due Date |
The date on which the planning order has to be completed. Mandatory. |
Note: For each row in the multiline either Start Date or Due Date should be specified. The dates entered should be as per the Date Format. If Start Date is specified, it should be equal to or greater than the Current System Date.
|
Status |
Use the drop-down list box to select the status of the planning order. You can select from “Requested”, “Accepted” or “Firmed”. The system displays “First Value” by default on launch of the page. If “Requested” value is not valid, then the other value in order is taken up as the default value. |
The system displays the following in the “Order Information” multiline:
|
Problem |
The problem related to the planning groups and the resources. It can be “No Problem”, “Material Problem”, “Capacity Problem”, “Matl & Cap. Problem”. |
Enter the following in the “Search Criteria” group box:
Click the “Create Planning Order” pushbutton to create planning orders for the selected planning group.
The system ensures that at least one row in the multiline has the values entered. For each row in the multiline, the planning group and planning group revision combination must be valid for the given order dates and status that is in “Active” status.
The system populates Created By with login ID and Created Date with system date. After Processing all rows in the multiline, the system retrieves the details of all the planning orders generated and displays them back onto the screen.
In case if “Plan Online” field is not checked, then the planning order no would still be generated. But the planning order would not be planned for now and would be put to 'Q' status. The Planning order no would get displayed along with the other details.
The login user ID and the system date are updated in the “Created By” and “Created Date” fields.
The system displays the following:
|
Created By |
The login user ID of the person who has created the planning order. |
|
Created Date |
The date on which the planning order was created. |
To proceed, carry out the following
Select the “Edit Planning Order” link at the bottom of the page to modify the planning order details for the selected planning group.
Select the “Edit Bill of Resources” link at the bottom of the page to modify the bill of resource details for the selected planning group.
Select the “Edit Planning Order Bill” link at the bottom of the page to modify the planning order details for the selected planning group.
Select the “Attach Notes” link at the bottom of the page to specify notes details.
Mandatory
Plg Group should have been defined in the “Create Planning Group” activity under the “Item Administration” business component.