In the Plan panel of the
Settings | Program | Documents Types 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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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.
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Name
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In this field you can enter a name of plan
document type. The name can have up to 30 characters.
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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.
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Record Only
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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.
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| 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.
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Linked Doc. Types
| In this panel you can update with the plan document type linked
document types.
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Stock
| In this panel you can update warehouses that are linked to the
plan document type.
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