Order planning
The form Order planning is designed for the automatic creation of orders to suppliers on the basis of some past realized sales. Sales data are obtained by the desired selection of criteria, as well as the calculation of the quantity to be ordered..
In this chapter, a practical example of use is presented.
The responsible person wants to plan an order for a specific item based on past sales. This is done in the following steps: They select the planning tool.
The responsible person starts the planning by selecting Orders Order Planning from the main menu.
A planning form opens.
In the next step, they add the limiting criteria.
The planner wants to create an order for a specific product. In the criteria, they select the period and the method for calculating the order.
In the fields Period From - Period To they enter the date of the analysis of past orders.
Next, they select the desired Item for which they want to plan the order.
They select Collect data for Week because they want the calculation for the weekly average for the selected period above.
They then select Calculate Quantity to Order based on Minimum Stock because they want the quantity to be ordered to be calculated based on the minimum stock data in the Item Code.
They leave the Planned Sales index value at 100, which means that the planned sales in the future will be the same as in the past.
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Hint
For additional descriptions of the fields, please refer to the technical manual.
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They continue by selecting the documents for analysis.
They select the documents from the lists like Sales Order that they want to be included in the analysis.
In the next step, they start the analysis.
By clicking on the Select field, they initiate the order data analysis.
The data analysis for the selected criteria is displayed on tab Actual Sales.
In the next step, they create an order based on the order analysis.
They select the order document and Create it.
They confirm the creation of the order.
The data of the created order documnet are displayed on the tab Created Documents.
By double-clicking on the document ID, the created document is opened.
