Creating Planning Item Groups
Planners want to specify which items are in a plan at the item category or item level. A planning item group provides a reusable (across different plans) method for specifying a set of items to be planned together.
To create a planning item group:
-
Go to Lists > Supply Planning > Planning Item Groups > New > New.
-
Enter a planning item group Name.
-
Enter a Description of the planning item group.
-
In the Planning Items subtab, select an Item Type.
Select an item type to track and manage the items and services your company buys and sells in the course of doing business.
-
Select an Item/Category.
The related item description is automatically displayed.
To clear your entries, click the Undo (
) icon. -
Click Save.