Plan
In the Plan panel of the Settings | Program | Document Types | Plans you can create, delete, change and check document types of plan.
To create a certain plan document, you have to define general information.
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WARNING
You can define links of plan document types with sales, purchase and work order document types. You also have to define linked warehouses. This way, you can define elements which will be included in the calculation of material requirements for the realization of the plan created with the plan document type.
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Details in the Document Header:
| ID |
In this field you can enter a 3-digit alphanumeric ID of the plan document type. |
| Name |
In this field you can enter a name of plan document type. The name can have up to 30 characters. |
| Short Name |
In this field you can enter a short name of the plan document type. The short name can have up to 9 characters. |
| Record Only |
You can select this option for plan types that are used for checking the coverage of the manufacturing or simulation of plan requirements. There is a difference between plans that are defined as recorded only and regular plans. When refreshing scheduled requirements, regular plans will delete all linked planned work orders and all planned purchase orders, and the recorded only plans will not delete these documents. |
| Note |
In this section you can enter notes to the document type that is a kind of internal ID of this document type. |
In following subpanels you can define individual document types of plan:
| General |
In this panel you can update general information of the plan document type. |
| Linked Doc. Types |
In this panel you can update with the plan document type linked document types. |
| Stock |
In this panel you can update warehouses that are linked to the plan document type. |
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