Plan

One planned requirement: an item, a quantity in a unit, a requirement date and a site. Plans are gathered into plan orders.

Where

Master Planning › Master Planning

Who uses it

The planner or the store keeper

When

Whenever a future need is known

Needs first

Nothing

What it is for

A plan states one need. Plan Order gathers the plans up to a date and turns them into order lines for purchasing. Requirement Quantity must be above zero. A plan that a plan order has taken cannot be deleted.

Every field in plain words

Field	What it means	What to put
Plan	The plan number.	Given on Create. Required
Plan Date	The date of the plan; plan orders take plans up to their Till Date.	A date
Plan Time	Time.
Plan Type	The plan type.	Pick one. Required
Item No	The item.	Pick an item. Required
Item Variant	Variant.	Optional
Notes	Free notes.	Any text
Vendor	A suggested vendor.	Optional
Site	Site.	Required. Required
Warehouse	Warehouse.	Optional
Requirement Date	When needed.	A date
Requirement Time	Time.
Requirement Unit	Unit.	Required. Required
Requirement Quantity	How much.	Above zero. Required
Requirement Catch Weight Quantity	Catch weight quantity.	Optional
Requirement Catch Weight Unit	Catch weight unit.	Optional

How to configure it

There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.

Scenarios

• A hospital store knows it needs 500 boxes of gloves next month. One plan for the gloves; the monthly plan order gathers it.

What it is connected to

• Plan Order - gathers plans

If something looks wrong

• "Required Quantity cannot be zero" Enter a quantity.
• "Inventory Quantity cannot be zero" The unit has no factor to the inventory unit. Check the item's units.
• "Plan ... cannot be deleted. It has been referred in following Plan Orders: ..." A plan order has taken it.