Creating a Planned Order

Planned orders are created during the planning process. You can also create a planned order from the supply planning workbench.

In the Supply Planning Workbench, click the Supply Type tab.
Click Create Planned Order.
In the Create Planned Order window, select an Item.
Select a Location.
Select a Source Location.

Source location represents the stocking location you are replenishing. This is where the purchase order and transfer order will be received and where the work order will be stocked after completion.
Select a Transaction Type.
Select planned order Start and End Dates.
Enter the planned order Quantity.
To firm this order, check the Firm box.

Firmed orders remain in the supply plan and are not erased when the supply planning process is run.
To release this order, check the Released box.
Enter any instructions or information you want to accompany this order in the Memo field.
Click Save.

Go to Transactions > Supply Planning > Replenish Location by Transfer Order.
To select a Date, click the calendar icon.
Select the From Subsidiary location.

Optionally, you can select a To Subsidiary location.
Select the From Location.

From Location represents the location that the item was transferred from. Items are taken out of this location and the inventory count for the item is decreased at the location when the order is fulfilled.

Optionally, to refine this replenishment, you can select a To Location, Department, or Class.
If you use Distribution Resource Planning and want to use a network you have set up, check the Use Distribution Network box.

Clear this box to create a transfer order showing a quantity based on demand at the receiving location.
If you use multiple units of measure, you can choose to display the Unit of measure as Base Unit or Stock Unit.

The planned order is displayed in the Planned Orders subtab.
To process the order, check the box beside the order and then click Submit.

The Processed Transfer Orders window displays the location status as Complete.
In the Number column, click the created transfer order link.

The new planned transfer order is implemented and the transaction is created.
In the Planned Transfer Order, click the Transaction Created link to display the new transfer order.

This transaction was created from the planned order.

To learn more see the following Help resources: