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Delete Plan Lines

Delete Plan Lines

Delete Plan Lines

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Select Delete Plan Lines from the wizards menu in the Plan in order to open the Delete Plan Lines window.

The upper section of the window is made up of criteria and the bottom section displays lines. Opening the plan the Plan From - To fields display the plan opened in the Plan window and the lines from this plan appear in the bottom section.

Enter criteria in the upper section and click Refresh Data in order to filter for data. Accordingly, a refreshed list of lines in plan appears in the bottom section.

Check lines of plan you would like to delete. You can do this by using the right-click menu as well.

 

Criteria for Lines of Plan:

Plan From - To Enter or select plan No. When opening the window initially the fields display the number of the plan from Plan window.
Line From - To Enter or select line number. The table displays lines in currently opened plan. The criteria is visible only if you previously set the same field in the Plan From - To fields. Otherwise, the fields where you can set plan lines are not visible and cannot be applied.
Start Date From - To Enter or select start date in order to restrict selection.
End Date From - To Enter or select end date in order to restrict selection.
WO From - To Enter or select work order so as to restrict selection.
Order Enter or select an ID of sales order so as to restrict selection.
(Order) Line Enter or select a line number of sales order so as to restrict selection.
Customer Enter or select a customer.
Consignee Enter or select a consignee.
Department Enter or select a department.
Cost Ctr. Enter or select a cost center.
Item Enter or select ID of item in plan.
Name Enter or select a name of item in line of plan.
Alt. Enter or select an alternate line.
Prim. Categ. Enter or select an ID of primary category of item.
Sec. Categ. Enter or select an ID of secondary category of item.
WO Status Set work order status.
No WO If checked, collects plan lines from which work orders have not been created.
No DTs If checked, collects plan lines with no manufacturing document type set for them.
Item Types Select item types.
Document Types Select document types.

 

Lines in Plan:

Sel. If checked, marks a plan to be deleted.
Plan Displays a plan No.
Line Displays a line number.
Item Displays ID of item in plan.
Alt. Displays an alternate line.
Name Displays a short text giving description of item (naming it).
Quantity Displays quantity in line.
U/M Displays unit of measurement (U/M) used.
Doc. Type Shows a document type of work order.
Start Date Displays date and time when the production started.
End Date Displays date and time (deadline) when the production ended.
Order Displays an ID of sales order.
Order it. Displays a line number of sales order.
WO Displays work order ID.
WO Status Displays status of work order.
Customer Displays a customer.
Consignee Displays a consignee.
Department Displays an ID of department.
Prim. Categ. Displays an ID of primary category of item.
Sec. Categ. Displays an ID of secondary category of item.
Item Type Displays ID of item type.

Click Refresh after selecting the criteria, generating a list in the bottom section.

Before proceeding you have to confirm the operation.

Click "Yes" in order to delete lines of plan or click "No" to reject deleting and return to the initial window.

Data disappear from the bottom section of Plan window after deleting, plus plan specifications get deleted as well.

Were the deleted lines created by transferring sales orders, their statuses can automatically be changed accordingly, when it is set so in document types of plan in linked document types of sales orders. When deleting lines of plan created this way, order status is automatically demoted to lowest level. Status changes only for those orders that do not have any lines in the document type of plan, as well as those where the status is equal to that assigned when transferring plan (as set in Document Types). The same holds good when manually deleting lines.


 

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