Planning based on orders
Transfer from Orders
The Transfer from Orders tool is intended for planning using the automatic planning on the basis of data in Orders.
You can open it by clicking it in the Wizards menu.
The Transfer Order To Planned Sales tool includes the following elements:
| Document Types |
Select the orders document types to be transferred (filter for Documents).
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| Documents |
Select the orders documents to be transferred. |
| Order From |
Select the start date (Date from orders documents) for desired documents interval (filter for Documents) |
| Order To |
Select the end date (Date from orders documents) for desired documents interval (filter for Documents). |
| Customer |
Select the customer (Ordered by from orders documents) for desired documents (filter for Documents) |
| Button Show |
Displays all fitting documents according to all filters (Document Types, From, To, Customer) |
| Button Transfer |
Performs transfer from Orders documents into planning. |