Plan Order

A plan order: the plans up to a Till Date, each accepted or voided, totalled per item in the purchase unit. Purchase requisitions are copied from it.

Where

Master Planning › Master Planning

Who uses it

The buyer

When

Each buying cycle

Needs first

Plan records

What it is for

On Create, the Original part fills with every plan up to the Till Date not yet on a plan order, all accepted. Accept All and Reject All on the toolbar tick or untick them together; each line must be Accepted or Void. The Compute part totals the accepted lines per item, variant, site, warehouse and plan type, at the earliest required date, converted to the item's purchase unit and rounded up to a whole unit.

A purchase requisition (Purchase Requisition) is then copied from the plan order's compute lines.

Note: the screen means to refuse deleting a plan order with requisitions, but the check never stops the delete today.

Every field in plain words

Header

Field	What it means	What to put
Transaction	The plan order number.	Given on Create. Required
Till Date	Plans up to this date are gathered.	A date

Original

The plans gathered.

Field	What it means	What to put
Plan	The plan.	Each once
Item No	The item.	Pick an item. Filled in by the system
Name	Its name.	Filled in
Item Variant	Its variant.	For a variant item. Filled in by the system
Required Date	Required date.	Filled in by the system
Required Time	Time.	Filled in by the system
Accepted	Take it.	Tick Accepted or Void
Void	Leave it out.
Original Unit	Unit.	Filled in by the system
Original Quantity	Quantity.	Filled in by the system
CW Original Unit	Catch weight original unit.	Filled in by the system
CW Original Quantity	Catch weight original quantity.	Filled in by the system
CW Unit	Catch weight unit.	Filled in by the system
CW Quantity	Catch weight quantity.	Filled in by the system
Line Text	A note on the line.	Any text

Compute

The totals per item.

Field	What it means	What to put
Item No	Item.	Filled in by the system
Name	Name.	Filled in by the system
Item Variant	Variant.	Filled in by the system
Required Date	Earliest required date.	Editable
Required Time	Time.	Editable
Unit	Purchase unit.
Quantity	Total, rounded up.	Editable
CW Original Unit	Catch weight original unit.	Filled in by the system
CW Original Quantity	Catch weight original quantity.	Filled in by the system
CW Unit	Catch weight unit.	Filled in by the system
CW Quantity	Catch weight quantity.	Filled in by the system
Line Text	A note on the line.	Any text

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 store buys monthly from many small needs. At month end, a plan order up to the last day, then a purchase requisition from it.

What it is connected to

• Plan - the plans gathered
• Purchase Requisition - requisitions copied from it; see Procure to pay

If something looks wrong

• "Please Tick Either Accepted or Void" Tick one on each original line.
• "Quantity cannot be zero" / "Inventory Quantity cannot be zero" Fix the quantities, or the item's purchase unit factor.
• A plan appears twice. Each plan may appear once.