Enterprise planning
Use this function as a decision-support tool. It provides you with a view of work in progress events based on actual demand. Events can include internal and external orders (customer orders, supplier orders, subcontract orders, transfer orders, work orders), requests, transfers, material requirements and project demand. You produce the forecasts for one site or all sites over a given period directly from the Orders table.
You can can progress selected events directly from the workbench.
The Enterprise planning workbench is an invaluable tool for material buyers and production planners.
Prerequisites
Refer to documentation Implementation
Screen management
This function is customized to the needs of your organization and your processes. The transaction you select determines the way in which you enter information, and information is displayed and printed.
If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Entry screen
Presentation
Filters
Use this section to filter or select events associated with one or a range of products:
- Site. This field defaults to the production site associated with your user code. Entry of a site code is optional.
- User. This field defaults to your user code. Selecting a product not directly managed by you is linked to the GPLNFLT - Planner/buyer filter parameter (STO chapter, SCH group).
Start-end range
A number of ranges are displayed.
- To include all applicable products, leave all the fields blank.
- To include only selected products, type in the required ranges. Leave the first field blank to include the lowest value or the second field blank to include the highest value. The default requirement end date is obtained from the GPLNHOR - Default planning horizon (chapter STO, group SCH) parameter.
You can restrict the events selected to specific allergens associated with the products.
You can use the Criteria action to enhance the selection criteria applied.
Enterprise planning grid
The columns displayed in the Enterprise planning grid or table and the order in which they are displayed is determined by the selected entry transaction.
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Fields
The following fields are present on this tab :
Filters
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The site at which work in progress is to be displayed. The site defined on the user record is displayed by default but can be amended. |
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Operator in charge of performing the production planning or product ordering. |
Start - end range
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Filter for results within a range of product codes. For a single product, enter the same product code in the From/start product and To/end product fields. |
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Select the allergen code(s) to be used in the matching processing. |
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Filter for results within a range of requirement dates. For a single requirement date, enter the same date in the From requirement end date and To requirement end date fields.
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Grid WO to process
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This field displays the current status (work in progress) of the order. The status might be Suggested, Planned or Firm. |
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This field displays the type of order that is currently work in progress. |
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This field displays as a 3-character code, the type of order that is currently work in progress plus the current status of the order. The first two characters = the order type; the third character (S (Suggested), P (Planned) or F (Firm)) = the status of the order. For example, POP means ‘Purchase Order Planned’, SOF means ‘Sales Order Firm’.
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The document type, the document number and the document line number are used to identify the origin of the stock movement:
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The site associated with the work in progress order. |
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Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site. |
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This field identifies the associated order date or planned production start date for the order. |
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This field identifies the associated end or required completion date for the order. Where an order only has a single order date, this date is the same as the order date. |
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This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. This field is not populated if the product code defined in the Product field is not version managed. |
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This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
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This field displays a change request ID if this product, or the specific version or revision of this product is associated with an 'active' change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed adjacent this field. If a warning icon is displayed you should consider delaying this work in progress transaction for this product until the change request identified is closed. At that point a change to this product will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from progressing a transaction should you decide to do so. |
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This field displays the remaining (outstanding) quantity required to complete the order. |
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This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
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This field displays the requirement (demand) date. |
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The date displayed in this field is initialized to the end date of the order at the time of its creation. It serves to provide a comparison with the actual end date of the order when evaluating whether the order was completed early, as scheduled or late. |
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The number of Early or Late days is calculated by the system depending on the initial objective date and the current date. |
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The system generates a replanning message based on the requirement calculation. |
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End date of the order, calculated during an analysis with rescheduling. |
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Quantity calculated during an analysis with rescheduling. |
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This field contains the quantity of the product to be released, expressed in the stock unit. |
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This field displays the quantity allocated to the order line. |
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If there is not enough stock to complete the order line, this field displays the shortage quantity. |
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The quantity entered in this field is a linking value between the sales orders and the purchase orders (or work orders). |
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This field displays the total completed quantity, including the rejected quantity, expressed in the operation unit. |
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This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line. |
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This field displays the original order site. |
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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This field displays the code of the Business partner (customer/supplier) associated with the order. |
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This field displays the delivery priority (Normal, Urgent, Very urgent) for the order. |
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This field indicates how the goods required for the order line will be managed.
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This field identifies the reason for the order. |
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This field identifies the number of the source document or order. |
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This field identifies the associated line on the source document or order. |
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This field identifies the sequence number of this component in the source parent product. |
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This field displays the original product code. This product code describes what is referred to as a 'Bill of Materials' or a 'BOM'. A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product. |
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Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning). |
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The components can be linked to a particular operations in a production route, according to the manufacturing requirements. |
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This field identifies the origin of the order. |
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Operator in charge of performing the production planning or product ordering. |
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Buyer/Planner |
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This field indicates if the order has been optimized in the scheduling. |
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This field displays the Net price for this order. Select the order from the Actions icon to view the order details. |
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This field corresponds to the currency of the order, delivery or invoice. |
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Non modifiable field displaying the description of the transaction. |
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This field displays the unit of measure (volume or mass) of the product on the associated order. |
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This field displays the allergen associated with this product. The product category determines the option that appears. This field is available only if the FOA activity code is active.
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This field represents the total weight multiplied by the quantity ordered. |
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The weight unit. |
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This field represents the total quantity ordered multiplied by the total volume. |
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Code of the unit in which the package volume is given. |
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This field displays the order line amount excluding tax, expressed in the transaction currency. |
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This field displays the transaction currency of the order line. |
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This field displays the reason for the order or the resulting order type. |
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This field displays the shipped quantity expressed in the stock unit. |
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Action icon
Popup view
Click Popup view from the Actions icon to view the information for this event using the standard screen display mode.
Plan/Initiate or Plan/Order
Click Plan/Initiate or Plan/Order (as available) from the Actions icon to plan and create the request or order.
If you click Plan/Initiate for a work order suggestion (WOS), the system automatically proposes the routing to be used. If the proposed routing is version-managed, the system selects the routing version that is valid on the scheduled start date of the work order. You can type in or select a different version of the product to be released (BOM) and the associated routing, if required. The version you choose must have an Available to use status on the proposed production start date of the work order. If your selected routing version is not consistent with the calculated work order start date, the error "Routing invalid on the date indicated <date>"
Modify, Modify/Initiate or Modify/Order
Click Modify (if available) from the Actions icon to modify the order details.
Click Modify/Initiate (if available) to modify the order details and release the order.
Click Modify/Order (if available) to modify the order details and create the order.
Planning workbench
Click Planning workbench from the Actions icon to view the projected stock movements for the selected product.
Grouping
Click Grouping from the Actions icon to view suggestions and demands for the selected product.
Project, Request or Order no.
Click the purchase request to display more details.
Work order
Click the work order to display more details.
Subcontract order
Click the subcontract order to display more details.
Products by supplier
Click Products by supplier from the Actions icon for a purchase order to view other products assigned to the same supplier. The list of products includes any product with the supplier that is not already displayed in the workbench as well as any records in the ORDERS table that did not fall within the original selection criteria (for example, End date).
The amounts entered in the On order field are written as a Purchase order suggestion (POS) to the ORDERS table and immediately display when returning to the Enterprise planning or Grouping workbench. This includes records that do not meet the original selection criteria. You can also select and specify quantities to add to the existing workbench suggestions.
Stock
Click Stock from the Actions icon to view one of the following:
- The inventory levels for the selected product, by site
- The inventory levels for the selected product, by site, detailed by lot
Allocate
Click Allocate from the Actions icon to allocate the selected component. Global allocation does not specify the details of the stock (location, lot) to be consumed. Global allocation simply increments the reserved stock for the component and decreases its available stock. At the time of the effective consumption of the materials, the system transforms the global allocation into a detailed allocation.
Manual allocations
Click Manual allocations from the Actions icon to manually allocate the selected component. A screen is displayed summarizing all the lines from which allocations (lot, sublot, version, serial number, location) can be selected.
If the component is already allocated, the allocated lines are displayed. You can modify this selection or delete the allocations by clicking the Clear action.
If the material has not been allocated, or you have deleted the allocations, the system can perform the allocation for you. Click the Proposal action. You can specify a preferred lot, location or status. The system displays the lines selected for allocation. You can modify these selections if required.
You can only allocate individual serial numbers if the Serial number management flag on the component record is set to 'Received/Issued'. If the Serial number management flag on the component record is set to 'Global Received/Issued' you can only select the lot from which the serial numbers are to be allocated.
Requesting a global allocation of all components does not affect manually allocated components.
Scheduling
Click Scheduling from the Actions icon for a production order to schedule the order.
A target completion date (field Initial objective) is displayed. This field is initialized by the required completion date defined in the field End date on the order. This date is for information only. Although it can be amended it does not affect the scheduling calculations. The number of days to or since the target completion date is also displayed (field Advance/delay). This figure is calculated at the time of display.
The scheduling process schedules the operations in the defined routing, and if specified, routing version. It also calculates the production start date if backward (upstream) scheduling has been defined.
The routing version, if defined, must be at status 'Available to use' on the production start date, if scheduling changes the production start date this might cause an inconsistency with the selected version. The Scheduling flag will remain at status 'Not scheduled'. You must either change the routing version or reschedule this work order before you can continue. Please refer to the field Major version on the routing for further information.
Once the scheduling information is correctly set you can use the planning workbench to reschedule, deschedule or mark specific operations to be scheduled. Scheduling sets the start and end dates for the operations according to their productive and non-productive setting and operation times.
The sequence of operations follows the defined numbering sequence.
A Graph action is available when this work order is scheduled to view the operation details in a graphical format.
A Load action is available to view the work center load in a graphical format.
Available Stock
Click Available stock from the Actions icon to project the available and available to promise stock for this product at this site in periods of days, weeks or months.
Associated orders zoom
Click Associated orders zoom from the Actions icon for a production or subcontract order to view the material requirements, or in-progress subcontract requirements, associated with the selected product. By selecting a line, you can view the projected stock movements for the selected product.
Component availability by date
Click Component availability by date from the Actions icon for a production order to display an overview of projected stock movements for the components of the selected parent product (BOM). If there is a gap between available to promise stock and required stock the system suggests the first date of availability of the component. The following actions are available from the Actions icon on the component lines:
- Projected stock. Click this action to view the projected stock movements for a specific component at one or all sites.
- Available stock. Click this action to project the available and available to promise stock for a specific component at this site in periods of days, weeks or months.
Component availability
Click Component availability from the Actions icon for a production order to display an overview of projected stock movements for the components of the selected parent product (BOM). You can then click Projected stock from the Actions icon to view the projected stock movements for a specific component at one or all sites.
Shipments
Click Shipments from the Actions icon for a purchase order to view a summary of the expected shipments, including the expected receipt dates and quantities, for the selected product.
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Processing events (in summary)
The type of order determines the options available from the Actions icon.
Requirement-type (demand) orders: SO Sales order, TP Intersite (Transfer) requirement, MW Material requirement, or MS Subcontracted material requirement.
The last modified or created order line is highlighted in the grid.
Order type | Actions icon | Description of the suggested action | Resulting order |
All types | Modify
| Modify the suggestion, request, order. | No change to order type: |
Purchased | Request
| Coverage of a requirement with a purchase request | POP Purchase order planned (or purchase request) |
Purchased | Order | Coverage of a requirement with a firm purchase order via a contract or not | POF |
Purchased | Intersite | Coverage of a requirement with a planned or firm intersite order request | TRP |
Manufactured | Plan
| Coverage of a requirement with a planned production (work) order (If the user is only authorized by the transaction to handle planned orders) | WOP |
Manufactured | Release | Coverage of a requirement with a firm production (work) order (If the user is only authorized by the transaction to handle planned orders) | WOF |
Manufactured | Plan/Initiate | Coverage of the requirement with a planned or firm work order (If the user is authorized by the transaction to handle planned and firm orders) | WOP |
Subcontracted | Plan
| Coverage of a requirement with a planned subcontract order Coverage of a requirement with a planned subcontracted service (If the user is only authorized by the transaction to handle planned orders) | EOP SCP |
Subcontracted | Release | Coverage of a requirement with a firm subcontract order Coverage of a requirement with a firm subcontracted service (If the user is only authorized by the transaction to handle planned orders) | EOF SCF |
Subcontracted | Plan/Initiate | Coverage of a requirement with a planned or firm subcontract order Coverage of a requirement with a planned or firm subcontracted service (If the user is authorized by the transaction to handle planned and firm orders) | EOP SCP |
Actioning Purchase orders
Fields
The following fields are included in this window :
Block number 1
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Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.). |
Block number 2
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This field displays the reason for the order or the resulting order type. |
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The document type, the document number and the document line number are used to identify the origin of the stock movement:
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This field identifies the associated line on the source document or order. |
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This field displays the code of the Business partner (customer/supplier) associated with the order. |
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This field indicates how the goods required for the order line will be managed.
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Block number 3
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This field displays the site where the goods must be delivered by the supplier. It is initialized by the order site if it is also a storage site.
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Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site. |
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This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. This field is not populated if the product code defined in the Product field is not version managed. |
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This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
Request/order
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Requested receipt date. |
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Specify the quantity of the product to be ordered in the purchasing unit. |
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This is the purchase unit defined for the product-supplier pair or for the products that do not exist in the Product-supplier record.
The purchase unit cannot be modified. This unit is used as the default value when entering an order, subcontract order or receipt, with the supplier unit suggested in priority when the product-supplier record exists. |
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Specify the quantity of the product to be ordered in the stock unit. |
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This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
Block number 5
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Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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Use this field to specify the consumption place for the carrier or to define an address complement. Examples: Dock xx or Hall yy. The place of consumption is written on the order document.
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Cost
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This field represents the cost multiplied by the ordered quantity. |
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This field displays the maximum order amount defined for the supplier in the folder currency. This amount is not stored and does not prevent you from saving. The field identifies the total purchase order amount needed to receive free freight. It is a display-only field and does not restrict POS creation. |
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This field corresponds to the currency of the order, delivery or invoice. |
Container capacity
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Select the Freight container you wish to use. The choice of the container determines the maximum weight and volume you can carry. |
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Use this field to specify how many containers you will use. |
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This field displays the total weight capacity for the selected container or containers. If a container is not selected, you can enter a weight without having to manage containers. |
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This field displays the total volume capacity for the selected container or containers. If a container is not selected, you can enter a volume without having to manage containers. |
Selected
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This field represents the total weight multiplied by the quantity ordered. |
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This field represents the total quantity ordered multiplied by the total volume. |
Available
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This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero. |
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The weight unit. |
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This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero. |
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This non modifiable field displays the volume unit defined for the container. |
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Click this check box to select this line. |
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You can modify the requested receipt date, as well as the quantity.
The main supplier is proposed by default, but you can modify the supplier.
If there are order contracts for this product, the list of these contracts is displayed. You need to select a contract to place an order using an order contract.
If a signature circuit has been set up, the signature circuit is applied when you work on a PO or a POF. When viewing a specific order, click Signers to view signature details.
Actioning Sales orders
Fields
The following fields are included in this window :
Block number 1
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Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.). |
Block number 2
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This field displays the reason for the order or the resulting order type. |
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The document type, the document number and the document line number are used to identify the origin of the stock movement:
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This field identifies the associated line on the source document or order. |
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This field displays the code of the Business partner (customer/supplier) associated with the order. |
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This field indicates how the goods required for the order line will be managed.
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Block number 3
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This field displays the site where the goods must be delivered by the supplier. It is initialized by the order site if it is also a storage site.
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Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site. |
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This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. This field is not populated if the product code defined in the Product field is not version managed. |
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This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
Request/order
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Requested receipt date. |
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Specify the quantity of the product to be ordered in the purchasing unit. |
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This is the purchase unit defined for the product-supplier pair or for the products that do not exist in the Product-supplier record.
The purchase unit cannot be modified. This unit is used as the default value when entering an order, subcontract order or receipt, with the supplier unit suggested in priority when the product-supplier record exists. |
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Specify the quantity of the product to be ordered in the stock unit. |
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This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
Block number 5
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Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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Use this field to specify the consumption place for the carrier or to define an address complement. Examples: Dock xx or Hall yy. The place of consumption is written on the order document.
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Cost
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This field represents the cost multiplied by the ordered quantity. |
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This field displays the maximum order amount defined for the supplier in the folder currency. This amount is not stored and does not prevent you from saving. The field identifies the total purchase order amount needed to receive free freight. It is a display-only field and does not restrict POS creation. |
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This field corresponds to the currency of the order, delivery or invoice. |
Container capacity
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Select the Freight container you wish to use. The choice of the container determines the maximum weight and volume you can carry. |
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Use this field to specify how many containers you will use. |
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This field displays the total weight capacity for the selected container or containers. If a container is not selected, you can enter a weight without having to manage containers. |
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This field displays the total volume capacity for the selected container or containers. If a container is not selected, you can enter a volume without having to manage containers. |
Selected
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This field represents the total weight multiplied by the quantity ordered. |
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This field represents the total quantity ordered multiplied by the total volume. |
Available
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This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero. |
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The weight unit. |
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This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero. |
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This non modifiable field displays the volume unit defined for the container. |
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Click this check box to select this line. |
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The main supplier is proposed by default, but you can modify the supplier.
If there are order contracts for this product, the list of these contracts is displayed. You need to select a contract to place an order using an order contract.
Actioning Work orders
Fields
The following fields are included in this window :
Identification
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This field displays the original order site. |
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This field displays the type of order that is currently work in progress. |
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This field displays the current status (work in progress) of the order. The status might be Suggested, Planned or Firm. |
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The system generates a replanning message based on the requirement calculation. |
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The document type, the document number and the document line number are used to identify the origin of the stock movement:
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This field identifies the associated line on the source document or order. |
Source
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This field identifies the reason for the order. |
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This field identifies the number of the source document or order. |
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This field identifies the associated line on the source document or order. |
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This field displays the code of the Business partner (customer/supplier) associated with the order. |
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Business partner name. |
Block number 3
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The site associated with the work in progress order. |
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The loss percentage corresponds to the production or storage loss. The production loss corresponds to the totaled loss generated for each routing operation. This percentage is taken into account in the material requirements planning and in the work order management. it is used to calculate the quantity to be reordered to obtain the quantity to cover the requirement. |
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Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site. |
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This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line. |
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Use this field to indicate which major version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the product code defined in the Product field is not version managed. |
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Use this field to indicate which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. Type in, or select a version code from the list of version codes displayed. This field is not available for entry if the product code defined in the Product field is not version managed. |
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This field indicates the lot linked to the stock movement. |
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Number of days corresponding to:
It is in general fixed for a given lot size, and is used to calculate the start date for the MRP suggestions. |
Planning
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This field displays the planned quantity. The quantity is expressed in the stock unit. |
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This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
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This field identifies the planned or actual production start date of the work order. |
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Use this field to define the scheduling method for this work order. Select one of the following:
These calculations rely on the production lead time, reduction factor and economic quantity defined on the product-site record.
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This field identifies the end or required completion date for this work order. |
Process
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Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning). |
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This routing code describes a particular sequence of shop floor processes for a particular product. That is, the sequence of operations and tools that are used in a particular routing. The routing code is a product code which can be the reference for a manufactured product or a generic reference (mother routing) linked to multiple products. |
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Multiple routings can be defined for a single product. Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality (for use in a manufacturing environment, for costing or for capacity planning). |
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This field indicates which major version of this routing applies. Major versions indicate that there has been a significant change to the original or previous major routing, that is, the 'form, fit or function' has changed. |
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This field indicates which minor version of this routing applies. Minor versions indicate that there have been minor changes to the routing or schedule, or significant fixes applied to a specific major version. |
Block number 7
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Non modifiable field displaying the description of the transaction. |
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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Progress
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The date displayed in this field is initialized to the end date of the order at the time of its creation. It serves to provide a comparison with the actual end date of the order when evaluating whether the order was completed early, as scheduled or late. |
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The Allocation (materials), Scheduling and Status fields display a status for this work order. These fields are updated automatically by the system. The current status, or progress of this work order is displayed in the Scheduling and Status fields. Selected combinations to note are as follows:
The work order allocation values are defined in Local menu 336.
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The Allocation (materials), Scheduling and Status fields display a status for this work order. These fields are updated automatically by the system. The current status, or progress of this work order is displayed in the Scheduling and Status fields. Selected combinations to note are as follows:
The work order allocation values are defined in Local menu 336.
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The number of Early or Late days is calculated by the system depending on the initial objective date and the current date. |
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The purchasing leads are always expressed in calendar days. |
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The Allocation (materials), Scheduling and Status fields display a status for this work order. These fields are updated automatically by the system. The current status, or progress of this work order is displayed in the Scheduling and Status fields. Selected combinations to note are as follows:
The work order allocation values are defined in Local menu 336.
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Close
An entry transaction defined specifically for automatic generation (field Transaction reserved for automatic generation is selected) must be specified in parameter MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS).
Order release (via the Initate then the Release action) from this function uses the entry transaction defined for automatic order generation (field Transaction reserved for automatic generation is selected) specified in parameter MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS). The scheduling mode corresponds to the mode defined in the automatic release transaction and cannot be modified.
Actioning Subcontract orders
Fields
The following fields are included in this window :
Block number 1
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Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.). |
Block number 2
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This field displays the reason for the order or the resulting order type. |
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The document type, the document number and the document line number are used to identify the origin of the stock movement:
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This field identifies the associated line on the source document or order. |
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This field displays the code of the Business partner (customer/supplier) associated with the order. |
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This field indicates how the goods required for the order line will be managed.
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Block number 3
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This field displays the site where the goods must be delivered by the supplier. It is initialized by the order site if it is also a storage site.
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Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site. |
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This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the 'form, fit or function' has changed. This field is not populated if the product code defined in the Product field is not version managed. |
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This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version. This field is not populated if the product code defined in the Product field is not version managed. |
Request/order
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Requested receipt date. |
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Specify the quantity of the product to be ordered in the purchasing unit. |
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This is the purchase unit defined for the product-supplier pair or for the products that do not exist in the Product-supplier record.
The purchase unit cannot be modified. This unit is used as the default value when entering an order, subcontract order or receipt, with the supplier unit suggested in priority when the product-supplier record exists. |
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Specify the quantity of the product to be ordered in the stock unit. |
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This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc. |
Block number 5
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Enter the supplier at the origin of the receipt. The selection lists specific to the intersite and intercompany orders and deliveries available for receipt are filered to those related to the entered supplier. From the Selection icon, you can:
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This field displays the associated project code. The content can be one of the following:
If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.
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Use this field to specify the consumption place for the carrier or to define an address complement. Examples: Dock xx or Hall yy. The place of consumption is written on the order document.
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Cost
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This field represents the cost multiplied by the ordered quantity. |
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This field displays the maximum order amount defined for the supplier in the folder currency. This amount is not stored and does not prevent you from saving. The field identifies the total purchase order amount needed to receive free freight. It is a display-only field and does not restrict POS creation. |
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This field corresponds to the currency of the order, delivery or invoice. |
Container capacity
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Select the Freight container you wish to use. The choice of the container determines the maximum weight and volume you can carry. |
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Use this field to specify how many containers you will use. |
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This field displays the total weight capacity for the selected container or containers. If a container is not selected, you can enter a weight without having to manage containers. |
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This field displays the total volume capacity for the selected container or containers. If a container is not selected, you can enter a volume without having to manage containers. |
Selected
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This field represents the total weight multiplied by the quantity ordered. |
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This field represents the total quantity ordered multiplied by the total volume. |
Available
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This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero. |
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The weight unit. |
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This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero. |
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This non modifiable field displays the volume unit defined for the container. |
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Click this check box to select this line. |
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Close
An entry transaction defined specifically for automatic generation (field Transaction reserved for automatic generation is selected) must be specified in parameter SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS).
Order release (via the Initate then the Release action) from this function uses the entry transaction defined for automatic order generation (field Transaction reserved for automatic generation is selected) specified in parameter SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS).
Color assignment rules
Color | Requirement | Resource |
Green | The requirement is covered in full (by an assignment or an allocation). | The full quantity of the resource is used for an assignment with one or many requirements. |
Light green | The requirement is covered in part (by an assignment or an allocation). | The full quantity of the resource is used for an assignment with one or many requirements. |
Pink | The requirement is subject to a shortage of stock (see field Shortage). | |
Brown | Last element processed/modified. |
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Action panel
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Click the Search action to load the table (grid) with events that meet the entered selection criteria. The maximum number of lines available is defined in the selected entry transaction. |
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The following fields are included on the window opened through this button : Selection criteria
Start - end range
Suggestion filter
Change request
Display
Close Click the Criteria action to access additional selection criteria. You can filter the products to be processed by order and project, and modify the sort order. Suggestions filter. Use these radio buttons to specify whether to display MPS suggestions and/or MRP suggestions. By default, all suggestions are displayed. You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action. |
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The following fields are included on the window opened through this button : Block number 1
Block number 2
Request/order
Line
Close Click the Supply action to create a purchase request, a delivery request, or a purchase order. The delivery request or the purchase order can be inter-site or inter-company depending on the selected supplier. You can use the Suggest action to create suggested procurement orders. |
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The following fields are included on the window opened through this button : Block number 1
Planning
Process
Close Click the Manufacturing action to create a work order (firm or planned). You can use the Suggest action to create suggested procurement orders. |
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The following fields are included on the window opened through this button : Block number 1
Planning
Subcontract
Close Click the Subcontract action to create a subcontract order. |
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Click the Planning workbench to open the Planning workbench of the product. |
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Click the Grouping workbench to group the requirements using the Grouping workbench. |
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Click this action to access the Purchase request (POP) or Purchase order (POF) function. |
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Click this action to access the selected contract (TRP/TRF). |
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Click this action to access the inquiry of the product-site record for the selected product. |
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For a production or subcontract type coverage, click this action to access a grid that displays all the necessary materials and the gap between the available to promise stock and the necessary stock. |
Menu bar
Option / Transaction
Click the Transaction action to view the format of this entry transaction.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
The messages listed below are those that are specific to the enterprise workbench function. The messages created through journal generation are listed in the corresponding documentations (WO management, PO management, shipment requests etc.).
The end range is prior to the start range
Control message on entry of selections by range.
XXX is the exclusive planner of this product.
It means that the GPLNFLT - Planner/buyer filter general parameter (SOT chapter, SCH group) is set to Yes exclusive and the user is trying to access a product under the responsibility of a different planner.
The production lead-time for this product implies a shipment delay. Continue?
If a work order is created by taking a requirement into account, and if the earliest production end date is later than the requirement objective date.
Order no. XXX Not converted No pricing
This message is displayed during a purchase order in back-to-back orders when the following conditions are met:
- The PURCTLPRI0 - Purchase Price existence control parameter (chapter ACH, group PRI) is set to: Control
- The product has no price.
- The system has not found a purchase price list for the back-to-back order supplier.
- No purchase base price is entered on the product record.
- The product has no standard cost, or the PURPRICE - Purchase Price existence control parameter (chapter ACH, group PRI) is set to No.