4.5.1.�Planned Items

4.5.1.1. Planned Orders by Planner Code
4.5.1.2. Planned Orders by Item

Planned Items Reports section.

4.5.1.1.�Planned Orders by Planner Code

To view Planned Orders by Planner Code, select the "Planned Orders by Planner Code" option. The following screen will appear:

Planned Orders by Planner Code

Note

When a Planned Work Order is released, the Create Work Order screen will appear with Work Order details automatically filled in. Releasing a Planned Purchase Order results in a Purchase Request, which may in turn be released from the Purchase Request reports.

When displaying Planned Orders by Planner Code, you are presented with the following options:

All Planner Codes: Select to display Planned Orders for all Planner Codes.
Selected: Specify Planner Code whose Planned Orders you want to display.
Pattern: Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
All Warehouses: Select to display Planned Orders by Planner Code for all Warehouses.
Selected: Specify Warehouse whose Planned Orders by Planner Code you want to display.

Note

In the case of Planned Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)--regardless of the Vendor UOM used on any existing Purchase Orders.

Planned Orders: Display will show Planned Orders by Planner Code, using the specified parameters.

Tip

Planned Orders must be firm before they will be considered as a valid source of supply by Material Requirements Planning (MRP) when MRP is run.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Planned Orders display enables you to select from the following menu options:

Running Availability: Select to view Running Availability for the specified Item Site.
Usage Statistics: Select to view usage statistics for the specified Item.
Firm Order: Select to firm the specified Order.
Release Order: Select to release the specified Order.
Delete Order: Select to delete the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

If the selected Order is firmed, the following option will be available:

Soften Order: Select to soften the specified Order.

4.5.1.2.�Planned Orders by Item

To view Planned Orders by Item, select the "Planned Orders by Item" option. The following screen will appear:

Planned Orders by Item

Note

When displaying Planned Orders by Item, you are presented with the following options:

Item Number: Enter the Item Number of the Item whose Planned Orders you want to display.
UOM: Inventory Unit of Measure.

Note

In the case of Planned Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)--regardless of the Vendor UOM used on any existing Purchase Orders.

All Warehouses: Select to display Planned Orders by Item for all Warehouses.
Selected: Specify Warehouse whose Planned Orders by Item you want to display.
Planned Orders: Display will show Planned Orders by Item, using the specified parameters.

Tip

Planned Orders must be firm before they will be considered as a valid source of supply by Material Requirements Planning (MRP) when MRP is run.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Order in the Planned Orders display enables you to select from the following menu options:

Running Availability: Select to view Running Availability for the specified Item Site.
Firm Order: Select to firm the specified Order.
Release Order: Select to release the specified Order.
Delete Order: Select to delete the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

If the selected Order is firmed, the following option will be available:

Soften Order: Select to soften the specified Order.