Plan

Plan

Opens a window for creating specific types of plans by selecting an appropriate option in the Plan window of Plan menu. When opening the window a plan that was last processed is displayed.

You must first prepare a plan type based on a defined plan document type.

The name of the window in the title bar is equivalent to name of plan type, as defined in plan document type.

Having created a new plan (by clicking and entering data in plan header), you have to confirm it () and then enter data in plan lines.

Enter lines of plan directly or by transferring them using action buttons dealt with in detail in the follow-up - in manufacturing, in sales orders, in some other plan or in material plan.

To do manage plan lines use navigation buttons the window

You can also enter plan lines by using Find Item command from the right-click menu or simply by using a shortcut Ctrl+F.

How to enter individual fields in plan lines and methods used for editing are dealt with in the follow-up.

Detailed treatment of the functions Calculate Start Time and Calculate End Time based on data entered in specifications can be found at the end of this topic. They can be called up from a right-click menu.

Taskbar in Plans:

	Irretrievably deletes a selected plan.
	Copies contents of plan to a newly-created one. .
	Creates a report from plan contents, according to criteria set prior to trying to generate a plan.
	Create Plan Lines from Orders Lines of sales orders that were selected according to set criteria are transferred to plan lines. Create Plan Lines from Manufacturing Data from manufacturing work orders that were selected according to set criteria are transferred to plan lines. Copy Plan Lines Opens a window for copying plan lines. Delete Plan Lines Opens a window for deleting plan lines. Create WO Opens a window for creating work orders from plan lines. Scheduling Opens Schedule Plan window allowing you to distribute material requirements by specific dates in detail. The following functions can only be observed when in Plan Spec panel:   Edit Lines Inserts a line in specification and using it you can add operations to procedure. At the same time it is used for changing and deleting just like in creating product specifications. Rearrange Lines Rearranges material lines and operations just like in creating product specifications. Copy Specification Opens a window for copying specifications. Delete Specification Click it to delete a specification. Before deleting is actually performed you have to confirm the operation. By deleting a plan specification a direct link between a line in plan and its corresponding specification is reestablished.

Main Section Offers the Following Fields for Creating a Plan:

By clicking you can hide a section of the panel.

	By clicking title of a field they are displayed in ascending order.
	The order in which columns are displayed can be rearranged by drag-and-drop method.

In the bottom section are displayed two tabs displaying the following data:

• Plan Lines
• Plan Spec

Plan Lines:

. . .and Its Continuation - after Scrolling Right

Order Status	Display order status if a line of plan was created on grounds of an order.
Order Qty.	Displays order quantity on grounds of which a line of plan was created.
Order Dispatched	Displays an already dispatched quantity in line of order.
Order Open	Displays quantity as of yet not dispatched: that is, the difference between the values in fields Order Quantity and Order Dispatched.
Customer	Select a customer that is transferred from linked sales orders when transferring from sales orders or from manufacturing. You can enter it manually or change it at will. After having selected it the Consignee is filled-in automatically.
Consignee	Select a customer that is transferrd from linked sales orders when transferring from sales orders or from manufacturing. You can enter it manually. After haviing selected a consignee Customer is filled-in automatically with data from the Subjects register. If payer has not been set, then the customer is equivalent to consignee. Here you have to take into account that the customer was not entered previously.
Department	Select adepartment from which a customer is transferred from linked sales orders when transferring from sales ordes or from manufacturing. You can enter it manually or change it at will.
Note	Enter any text to line in plan. Click to display the note and add anything to it.
Cost Center	Select a cost center in transfer of linked sales orders when transferring from sales order or from manufacturing. You can enter it manually or change it at will.
WO	Displays a number of linked work order. It is created when releasing WO from plan or when transferring lines in manufacturing plan.
Merged	If checked, it displays whether a work orderwas created when merging WOs.
WO Status	Dispalys a current status of the linked work order.
WO Qty	Displays a planned quantity of products in work order.
WO Received	Dispalys a received quantity transferred from work order.
WO Open	Displays unmanufactured quantity of products in work order. That is, the difference between a planned and received quantity.
Item Type	Displays an item ID.
Prim. Category	Displays an item's primary category.
Sec. Category	Displays an item's secondary category.

The right-click menu offers you the following options (as described in the beginning).

Selecting appropriate option launches calculation of start and end dates in lines of plan. You can calculate dates after having entered a second one as well as manufacturing time and structures.

Shold a start date be given, the end date is calculated based on it so that manufacturing time is added to it where manufacturing time of operations as well as resource capacities are taken into account (just like they were totally available).

An end date is calculated in an analogous way.

In case start date is not given then a current date is set by default and end date is calculated based on it.

If the end date is not given, then a current date us et by default and end date is calculated based on it.

You have to confirm the operation by clicking Yes on a warning informing you that calculation of start dates can take some time depending on the size of plan and technological structures used. It is wise you run such processes when not processing anything else.

When entering plan period (start and end date of plan) a check is run which returns an error by incorrect entry. A check is run when having entere both dates.

On the other hand, a check is run when entering data in lines of plan, that is for start and end date. In case of an incorrectly entered date the above error is returned.