Planned Orders
What the run decided should be ordered, made or moved. A proposal until somebody firms it, and firming one produces a real requisition or works order.
Where to find it
- Module: Supply Chain
- Group: Planning
- Section: Supply Planning
- Screen: Planned Orders
Address in the console: /scm/planned-orders
List · 15 columns · 16 fields on its form · 5 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Order | Code | planned_order_no |
| Plan | Code | plan_no |
| Sales order | Code | sales_order_no |
| Item | Code | item_no |
| Name | Text | item_name |
| How | Status | supply_type |
| Quantity | Number | quantity |
| Net need | Number | net_requirement |
| Rounded by | Status | lot_size_rule |
| Start | Date | start_date |
| Wanted | Date | need_by_date |
| Supplier | Text | supplier_name |
| Start passed | Yes or no | start_is_past_due |
| Value | Amount | total_cost |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Plan required | Choice | Looked up from existing records | |
| Item required | Choice | Looked up from existing records | |
| Warehouse | Choice | Looked up from existing records | |
| How it would be met required | Choice | Configuration list | |
| Quantity required | Number | ||
| Unit | Choice | Looked up from existing records | |
| Wanted on required | Date | ||
| Would have to start | Date | ||
| Lead time (days) | Number | ||
| Supplier | Choice | Looked up from existing records | |
| Transfer from | Choice | Looked up from existing records | |
| Work center | Choice | Looked up from existing records | |
| Unit cost | Number | ||
| Value | Number | ||
| Currency | Choice | Configuration list | |
| Notes | Long text |
What you can do here
Mark reviewed
Asks for confirmation: Mark this proposal reviewed? It stays a proposal, and the next run may replace it unless it is firmed.
Firm without ordering
Asks for confirmation: Firm this proposal? The next run keeps it and counts it as supply. No requisition or works order is raised until you press Firm it.
Firm it primary
Raise the real document
Asks for: From supplier Note
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.