Setting Up Optional Items

If you use optional items the following procedures will help make your supply planning upgrade more complete.

To set up items for a supply plan:

1. Go to Lists > Accounting > Items.

2. In the Items window, beside the item record you want to add, click Edit.

3. Click the Purchasing/Inventory subtab.

4. In the Replenishment Method list, select Material Requirements Planning or Master Production Schedule.

5. Select a Planning Item Category.

6. Click Save.

   For more information, see Entering Inventory Management Details.

To create a planning item category:

1. Go to Lists > Supply Planning > Planning Item Categories > New.

2. In the Name field, enter a planning item category .

3. In the Description field, enter a planning item category .

4. Click Save.

   For more information, see Supply Planning Prerequisites.

To create a planning item group:

1. Go to Lists > Supply Planning > Planning Item Groups > New.

2. In the Name field, enter a planning item group.

3. In the Description field, enter a planning item group.

4. On the Planning Items subtab, select an Item Type.

   This item type helps you to track and manage the items and services your company buys and sells.

5. Select an Item/Item Category.

6. Click Save.

   For more information, see Supply Planning Prerequisites.

Related Topics:

Enabling Supply Planning Features

Setting Supply Planning Preferences

Setting Up Required Items

Defining Demand Definitions

Setting Up Distribution Resource Planning

Supply Planning Parameters

Upgrade Supply Planning to Material Requirements Planning and Master Production Schedule

General Notices