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Create Plan Lines from Orders

Create Plan Lines from Orders

Create Plan Lines from Orders

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Select Create Plan Lines from Orders from the wizards menu in the Plan in order to open the Select Sales Order window.

By doing so you include sales orders in plans which is the primary activity when creating an operation plan in manufacturing.

Enter criteria in the upper section and click Refresh Data in order to filter for data. A list is generated in the bottom section displaying available sales orders.

 The following two buttons can be found in the main window section:

Click it to refresh data, according to the selected criteria.
Click it to transfer selected sales orders.

 

Below you can see the criteria you can set:

Order From - To Enter or select an ID of sales order by which you want to restrict selection (including customer and consignee criteria).
Deliver-By From Enter or select a lower margin for deliver-by date of sales order.
To Enter or select an upper margin for deliver-by date of sales order.
Order Date From Enter or select a lower margin for order date of sales order.
To Enter or select an upper margin for order date of sales order.
Consignee Enter or select a consignee by which you want to restrict selection.
Customer Enter or select a customer by which you want to restrict selection.
Del. Priority Enter or select a delivery priority by which you want to restrict selection.
Item Enter or select an item by which you want to restrict selection.
Prim. Cat. Enter or select an ID of primary category for items in lines of sales orders.
Sec. Cat. Enter or select an ID of secondary category for items in lines of sales orders.
Delivery Method Enter or select a delivery method.
Item Type Enter or select an item type.
No Doc. Types If checked, selects lines of sales orders where items are not assigned manufacturing document types in Items.
Not Transferred to Plan If checked, displays sales orders not transferred to plan. Only sales orders which have not been transferred to plan get displayed.
Not Released to Production If checked, displays sales orders not transferred to plan. Only sales orders which have not been issued to work orders get displayed.
Order Document Types Select order document types in order to included them in selection.
Order Statuses Select statuses for documents to include.
Work Order Document Types Select document type to include in selection. Default value can be set in the Items register.

After clicking Refresh Data displays a list of sales orders, according to the set criteria. Check lines and click Transfer. You are shifted back to the initial Plan window displaying default values of sales order. After creating plan lines, the order has the status as set in the Document Types | Plan | Linked Doc. Types | Sales Orders.  

It has to be noted that the picking list will not be created for orders with the same or higher status than the one set (in Administration Panel|Settings|Program Parameters|Orders).

Check the field or use a command from the right-click menu.

Below you can see the following lines:

 

Sel. If checked, marks a line to transfer.
Order Displays an ID of sales order.
Priority Displays priority of the order
Line Displays a line of sales order.
Note Displays a note to line of sales order. Clicking the icon in field opens a window where you can enter you comment. After entering the text, the icon is changed.
Item Displays an ID of item in line of sales order.
Alt. Displays an alternate line of sales order.
Name Displays a name of product in line of sales order.
Has Spec If checked, line of sales order contains product specification.
Quantity Displays quantity in line of sales order.
U/M Displays a unit of measurement used with product.
Customer Displays a customer from sales order.
Deliver By Displays a deliver-by date of sales order.
No. of WOs Displays a planned number of lines to create. For items that have 1 Piece = 1 WO checked in the Items register as method of transfer and the released quantity is not an integer the number of lines is rounded up. (creating lines according to transfer mode used)
Item Type Displays item type for item in line of sales order.
Prim. Cat. Displays an ID of primary category set for item.
Sec. Cat. Displays an ID of secondary category of item.

 

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