Use these fields to enter requests for purchase order planning.
1. Sort
Specify whether to display planned orders in DV-date by vendor, DI-Date by item, VS-Vendor by ship-from, or IW-Item by warehouse order.
2. Beginning
Specify the beginning order choice to display planned purchase order requests.
In the browser in the lower portion of the screen, the program displays purchase planning requests in the order specified.
After you specify an item, the Purchase 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 purchase date. Press Enter to default to the system date.
2. Specify the vendor number.
3. Specify the Ship-from location.
4. Specify the warehouse.
3. Specify the item number.
4. Specify the quantity planned to purchase.
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 - Purchase order entered The E status indicates the purchase order planning record has been pulled into Purchase Order Entry (POE120).
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 purchase order planning lines in N status can be pulled into the Purchase Order Entry.
When purchase order planning lines are pulled into Purchase Order Entry, the order planning line status is automatically changed to E.
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 Receipt Register.
6. Save the new purchase order planning requirements for the quantity of the item entered.
7. Click Stop when you are finished adding items.