Order Planning Request Entry (SOE220) field descriptions

How to

Use these fields to enter items order planning.

1. Sort

Specify whether to display planned orders in DC-date by customer, D I-Date by item, CS-Customer by ship-to, or IW-Item by warehouse order.

2. Beginning

Specify the beginning order choice to display planned orders.  

In the browser in the lower portion of the screen, the program displays planned orders in the order specified.

After you specify an item, the Order Planning Side Bar is available from the entry grid to display additional information for items.

You can select from these functions:

Change a line-item

Add line-items

Insert line-items

Delete line-items

Stop line-item entry

Access Note Entry (SME710) for the item highlighted in line item browser. Click the Note icons optionally add Order planning header or line item notes.

Done   Ends Order Planning Request Entry and returns you to the Item field. ClickDone again to exit the program

 

To add an order planning request, complete these steps:

1. Specify the planned order date. Press Enter to default to the system date.

2. Specify the customer number.

3. Specify the Ship-to location.

4. Specify the warehouse.  

3. Specify the item number.

4. Specify the quantity planned to order.

5. Indicate or review the status of the order planning record:

B - BCC entered The B status indicates the planning record has been pulled into the BCC.

E - Order entered The E status indicates the order planning record has been pulled into Order Entry (SOE210).

Lines with E status cannot be edited or deleted in this program. Lines cannot be manually changed to E status. You can specify these options:

N – Normal/Active

Only order planning lines in N status can be pulled into the Order Entry.

When order planning lines are pulled into Order Entry, the order planning line status is automatically changed to E.

H – Hold line

Lines in H status are held records which not deleted at the next register and are generally available yet.

D – Delete at register

Lines in D status are deleted at the end of the Daily Sales Register.

6. Save the new order planning requirements for the quantity of the item entered.

7. Click Stop when you are finished adding items.