Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Purchasing Plan == Create a comprehensive and organized plan to request purchases over a specified time period. === Header === Create and edi..."

2021-11-18T14:43:30Z

Created page with "{{BackTo|Screens_Reference}} == Purchasing Plan == Create a comprehensive and organized plan to request purchases over a specified time period. === Header === Create and edi..."

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== Purchasing Plan ==
Create a comprehensive and organized plan to request purchases over a specified time period.
=== Header ===

Create and edit a purchase plan.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Document Date''' : The time listed on the document.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Time Horizon'''
* '''Safety Lead Time'''
* '''[[Screenshot:Planner#Planner | Planner]]''' : The person in charge of making an MRP plan.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Business Partner#Business Partner | Vendor]]''' : A business partner who sells products or services.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''[[Screenshot:Product Category#Product Category | Product Category]]''' : A classification of items based on similar characteristics or attributes.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Business Partner Category#Business Partner Category | Business Partner Category]]''' : A classification of business partners based on defined similarities.
* '''Process Purchase Plan''' : Process Purchase Plan
* '''Create Purchase Orders''' : Create Purchase Orders
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Create Reservations'''
* '''Purchasing Plan'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
=== Lines ===

Add products to be included in your plan. Each product is shown on its own line.
* '''Planned Date''' : The date when a transaction will occur.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Quantity''' : The number of a certain item.
* '''Required Quantity'''
* '''Transaction Type''' : A distinct set of characteristics or processes.
* '''Planned Order Date'''
* '''Total Movement Quantity''' : The final quantity to be moved based on the related business process.
* '''Fixed''' : A means of locking the header tab so it will not be affected if a specified process is run again.
* '''[[Screenshot:Requisition#Lines | Requisition Line]]'''
* '''[[Screenshot:MRP Forecast#Lines | Sales Forecast Line]]'''
* '''[[Screenshot:Sales Order#Lines | Order Line]]''' : A unique and often automatically generated identifier for an order line.
* '''[[Screenshot:Work Requirement#Header | Work Requirement]]''' : An order authorizing the production of a specific product and product quantity.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Purchasing Plan#Header | Purchasing Plan]]'''
* '''Purchase Plan Line'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Completed'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

{{BackTo|Screens_Reference}}

[[Category:User_Guide]]

[[Category:Generated_Doc]]

Screenshot:Purchasing Plan - Revision history

Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Purchasing Plan == Create a comprehensive and organized plan to request purchases over a specified time period. === Header === Create and edi..."