Enterprise planning

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.

Operator in charge of performing the production planning or product ordering.

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.

Select the allergen code(s) to be used in the matching processing.

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.

Observe loading times.

This field displays the current status (work in progress) of the order. The status might be Suggested, Planned or Firm.

This field displays the type of order that is currently work in progress.

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’.

'In progress' events display a greater than ('>') symbol after the code; Intersite events display '~' after the code. For example, a firm purchase order (POF) that has been partially received is shown as: 'POF>'.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

The site associated with the work in progress order.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

This field identifies the associated order date or planned production start date for the order.

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.

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.

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.

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.

This field displays the remaining (outstanding) quantity required to complete the order.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

This field displays the requirement (demand) date.

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.

The number of Early or Late days is calculated by the system depending on the initial objective date and the current date.

If the difference is positive, the order is early. If the difference is negative, the order is late.

The system generates a replanning message based on the requirement calculation.

End date of the order, calculated during an analysis with rescheduling.

Quantity calculated during an analysis with rescheduling.

This field contains the quantity of the product to be released, expressed in the stock unit.

This field displays the quantity allocated to the order line.

If there is not enough stock to complete the order line, this field displays the shortage quantity.

The quantity entered in this field is a linking value between the sales orders and the purchase orders (or work orders).

This field displays the total completed quantity, including the rejected quantity, expressed in the operation unit.

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.

This field displays the original order site.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

This field displays the code of the Business partner (customer/supplier) associated with the order.

This field displays the delivery priority (Normal, Urgent, Very urgent) for the order.

This field indicates how the goods required for the order line will be managed.

• Normal. As a normal order, from stock.
• With a back-to-back order:

Direct back-to-back order. A purchase order is generated. The supplier will deliver the product directly to the customer.

Receipt direct order. A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.

Work order. A work order is generated. The product will be manufactured specifically for the customer. The customer code will be copied to the work order release line.

This field identifies the reason for the order.

This field identifies the number of the source document or order.

This field identifies the associated line on the source document or order.

This field identifies the sequence number of this component in the source parent product.

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.

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).

The components can be linked to a particular operations in a production route, according to the manufacturing requirements.

This field identifies the origin of the order.

Operator in charge of performing the production planning or product ordering.

Enter or select the code of the operator responsible for reordering the product on the selected site. This code is referenced in several scripts, such as the buyer’s plan, the supplier order entry, etc.

This field indicates if the order has been optimized in the scheduling.

This field displays the Net price for this order. Select the order from the Actions icon to view the order details.

This field corresponds to the currency of the order, delivery or invoice.

Non modifiable field displaying the description of the transaction.

This field displays the unit of measure (volume or mass) of the product on the associated order.

This field is subject to the FOA - Food allergens activity code. It displays the allergen associated with this product. The product category determines the options available.

• If this is a manufactured product, you cannot edit this field because it displays the allergen codes based on the allergen rollup function performed for the parent product. The rollup explodes the BOM/recipe and collects all unique allergen codes. This can be useful if there are concerns about the results, or if the information is up to date.
• If this product is a purchased product, you can edit this field based on the allergen selection function. You can select multiple items per product.

This field represents the total weight multiplied by the quantity ordered.

The weight unit.

This field represents the total quantity ordered multiplied by the total volume.

Code of the unit in which the package volume is given.

This unit has already been defined in the Units table.

This field displays the order line amount excluding tax, expressed in the transaction currency.

This field displays the transaction currency of the order line.

This field displays the reason for the order or the resulting order type.

This field displays the shipped quantity expressed in the stock unit.

Click Popup view from the Actions icon to view the information for this event using the standard screen display mode.

Processing events

Click Plan/Initiate, or Plan/Order (as available) from the Actions icon to plan and create the request, or order.

• Plan/Initiate: 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>" is written to the log file. The work order is created with a Planned or Firm status, however it is not scheduled. This is because there is an inconsistency between the work order start date and your selected routing version.
• Plan/Order:
• If you click Plan/Order for a suggestion created for a purchase order suggestion by an MRP processing run (FUNMRP/FUNMRPG), MRP will select the preferred supplier for the order site. The default (preferred) supplier is defined as the following:
• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product-site record, or the supplier that is not "blocked" and that has the highest priority level defined on the product-site record. Otherwise no supplier is selected.
  If the MRP processing run (FUNMRP/FUNMRPG) fails to allocate the default supplier when the ITMBPSFCY - Supplier-site referencing parameter is set to Mandatory, you must allocate a supplier manually before you can transfer a purchase order suggestion to a firm purchase order.
• If ITMBPSFCY is set to Optional or Not used, and the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product record, or the supplier that is not "blocked" and that has the highest priority level defined on the product record. Otherwise no supplier is selected.
You can change the assigned default supplier manually, if required.
You must change the default supplier manually if the selected supplier is subsequently blocked.
• If you click Plan/Order for a suggestion created as a result of demand from a Project management material task (order types MTP and MTF), the system automatically assigns available stock if an assignment rule with a standardized project priority has been defined for the product.
• If you click Plan/Order for a suggestion created for a subcontract order suggestion by an MRP processing run (FUNMRP/FUNMRPG), MRP will select the preferred subcontract supplier for the order site. The default (preferred) subcontract supplier is defined as the following:
• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product-site record and subcontract BOM code for the selected product-supplier record, or the supplier that is not "blocked", and that has the highest priority level defined on the product-site record with a subcontract BOM code for the selected product-supplier record.
• If ITMBPSFCY is set to Optional or Not used, and the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product record and subcontract BOM code, or the supplier that is not "blocked", and that has the highest priority level defined on the product record with a subcontract BOM code for the selected product-supplier record. If the preferred product-supplier has no subcontract BOM code defined, the BOM code defined in the MRP calculation parameters is used.
You can change the assigned default subcontract supplier manually, if required. If your selected supplier has no subcontract BOM code defined the "first" subcontract BOM code defined for the product record is assigned.
You must change the default subcontract supplier manually if the selected subcontract supplier is subsequently blocked.
If the MRP processing run (FUNMRP/FUNMRPG) fails to allocate the default supplier, you must define a Subcontract BOM code (XBOMALT field) in the Suppliers section of the Products function (GESITM) before you can transfer a suggestion for a subcontract order suggestion to a planned, or firm subcontract order.

Processing events

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.

Click Planning workbench from the Actions icon to view the projected stock movements for the selected product.

Click Grouping from the Actions icon to view suggestions and demands for the selected product.

Click the displayed project, request or order number from the Actions menu to open the respective project, purchase request or order details.

Click Management data from the Actions icon to view the management data and reorder rules for this product.

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 function. 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.

Click Product usage from the Actions icon to view a three-year history of product usage by month, where the current month is determined by the system date. The following product movement elements display based on total consumption and do not necessarily represent sales history.

• Freight container
• Weight
• Volume
• Load
• Minimum order
• Maximum order
• Free freight threshold

You can use these elements as references and controls. The totals are updated based on elements you select in the workbench.

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.

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.

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

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.

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 field on the component record is set to Received/Issued. If the Serial number management field 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.

Click Scheduling from the Actions icon for a production order to schedule the order.

A target completion date (Initial objective field) 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 (Advance/delay field). 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 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 field 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 Major version field 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.

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.

Click Jump to associated orders 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.

Click Assignments from the Actions icon to use the assignment workbench to assign an order to meet demand.

Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.).

This field is mandatory. It is initialized by default by the purchase site associated with your function profile.

You can modify this code by selecting a code from the list of authorized sites.

This field displays the reason for the order or the resulting order type.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

This field identifies the associated line on the source document or order.

This field displays the code of the Business partner (customer/supplier) associated with the order.

This field indicates how the goods required for the order line will be managed.

• Normal. As a normal order, from stock.
• With a back-to-back order:

Direct back-to-back order. A purchase order is generated. The supplier will deliver the product directly to the customer.

Receipt direct order. A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.

Work order. A work order is generated. The product will be manufactured specifically for the customer. The customer code will be copied to the work order release line.

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.

This receipt site must belong to the same legal company as the requesting site for a purchase order or the order site in case of an order.

In the case of a purchase request or an order for a product managed in stock:

• the receipt site must be a warehouse,
• the product reference must be defined for this receiving site.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

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.

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.

Requested receipt date.
A control is applied to this date based on the unavailability periods of the receipt site. When the site is unavailable on this date, a message is displayed and you need to enter another date.

This date is used to initialize the theoretical order date.

Specify the quantity of the product to be ordered in the purchasing unit.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

Specify the quantity of the product to be ordered in the stock unit.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

Code identifying the supplier.

For suggestions in the results table generated for purchase order suggestions and subcontract order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. You can change this default supplier manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM):

• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
  A Product-site suppliers action is available from the Actions icon; the Product suppliers action is not available for selection.
• If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
• If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing run fails to allocate the default supplier.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

This field represents the cost multiplied by the ordered quantity.

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.

This field corresponds to the currency of the order, delivery or invoice.

Select the container that you want to use. It can simply be a "freight container" type.

The choice of the container determines the maximum weight and volume you can ship.

Use this field to specify how many freight containers you want to use.

This field displays the total weight capacity of the selected freight container(s). If a container is not selected, you can enter a weight without having to manage containers.

This field displays the total volume capacity of the selected freight container(s). If a container is not selected, you can enter a volume without having to manage containers.

This field represents the total weight multiplied by the quantity ordered.

This field represents the total quantity ordered multiplied by the total volume.

This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero.

The weight unit.

This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero.

This non-modifiable field displays the volume unit defined for the freight container.

Select this check box to select this line.

This field identifies the associated order date or planned production start date for the order.

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.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.).

This field is mandatory. It is initialized by default by the purchase site associated with your function profile.

You can modify this code by selecting a code from the list of authorized sites.

This field displays the reason for the order or the resulting order type.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

This field identifies the associated line on the source document or order.

This field displays the code of the Business partner (customer/supplier) associated with the order.

This field indicates how the goods required for the order line will be managed.

• Normal. As a normal order, from stock.
• With a back-to-back order:

Direct back-to-back order. A purchase order is generated. The supplier will deliver the product directly to the customer.

Receipt direct order. A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.

Work order. A work order is generated. The product will be manufactured specifically for the customer. The customer code will be copied to the work order release line.

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.

This receipt site must belong to the same legal company as the requesting site for a purchase order or the order site in case of an order.

In the case of a purchase request or an order for a product managed in stock:

• the receipt site must be a warehouse,
• the product reference must be defined for this receiving site.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

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.

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.

Requested receipt date.
A control is applied to this date based on the unavailability periods of the receipt site. When the site is unavailable on this date, a message is displayed and you need to enter another date.

This date is used to initialize the theoretical order date.

Specify the quantity of the product to be ordered in the purchasing unit.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

Specify the quantity of the product to be ordered in the stock unit.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

Code identifying the supplier.

For suggestions in the results table generated for purchase order suggestions and subcontract order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. You can change this default supplier manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM):

• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
  A Product-site suppliers action is available from the Actions icon; the Product suppliers action is not available for selection.
• If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
• If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing run fails to allocate the default supplier.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

This field represents the cost multiplied by the ordered quantity.

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.

This field corresponds to the currency of the order, delivery or invoice.

Select the container that you want to use. It can simply be a "freight container" type.

The choice of the container determines the maximum weight and volume you can ship.

Use this field to specify how many freight containers you want to use.

This field displays the total weight capacity of the selected freight container(s). If a container is not selected, you can enter a weight without having to manage containers.

This field displays the total volume capacity of the selected freight container(s). If a container is not selected, you can enter a volume without having to manage containers.

This field represents the total weight multiplied by the quantity ordered.

This field represents the total quantity ordered multiplied by the total volume.

This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero.

The weight unit.

This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero.

This non-modifiable field displays the volume unit defined for the freight container.

Select this check box to select this line.

This field identifies the associated order date or planned production start date for the order.

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.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

This field displays the original order site.

This field displays the type of order that is currently work in progress.

This field displays the current status (work in progress) of the order. The status might be Suggested, Planned or Firm.

The system generates a replanning message based on the requirement calculation.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

This field identifies the associated line on the source document or order.

This field identifies the reason for the order.

This field identifies the number of the source document or order.

This field identifies the associated line on the source document or order.

This field displays the code of the Business partner (customer/supplier) associated with the order.

Business Partner company name.

The site associated with the work in progress order.

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.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

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.

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.

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.

This field indicates the lot linked to the stock movement.

Number of days corresponding to:

• the reorder lead-time for a purchased product,
• To the manufacturing lead-time for a finished or semi-finished product.

It is in general fixed for a given lot size, and is used to calculate the start date for the MRP suggestions.

This field displays the planned quantity. The quantity is expressed in the stock unit.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

This field identifies the planned or actual production start date of the work order.

Use this field to define the scheduling method for this work order. Select one of the following:

• Backward. With 'backward', or upstream scheduling the system calculates the production start date (field Start date) from the end or required completion date (field End date).
• Forward. With 'forward', or downstream scheduling the system calculates the required completion date (field End date) from the defined production start date (field Start date).

These calculations rely on the production lead time, reduction factor and economic quantity defined on the product-site record.

The transaction you select determines if this field is available for entry.

This field identifies the end or required completion date for this work order.

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).

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).

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.

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.

Non modifiable field displaying the description of the transaction.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

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.

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:

• 'Not scheduled' and 'Pending'. The work order is awaiting scheduling. It cannot be submitted for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• 'Scheduled' and 'Pending'. The work order is scheduled but has not actually been submitted for scheduling.
• 'Scheduled' and 'Being optimized'. The work order is being scheduled (has been submitted for scheduling). At these statuses you cannot modify the work order.
• 'Optimized' and 'Pending'. The work order operations have been optimized by the scheduler.

The work order allocation values are defined in Local menu 336.

The scheduling status values are defined in Local menu 335.

The work order status values are defined in Local menu 339.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the Generic finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The Generic finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

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:

• 'Not scheduled' and 'Pending'. The work order is awaiting scheduling. It cannot be submitted for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• 'Scheduled' and 'Pending'. The work order is scheduled but has not actually been submitted for scheduling.
• 'Scheduled' and 'Being optimized'. The work order is being scheduled (has been submitted for scheduling). At these statuses you cannot modify the work order.
• 'Optimized' and 'Pending'. The work order operations have been optimized by the scheduler.

The work order allocation values are defined in Local menu 336.

The scheduling status values are defined in Local menu 335.

The work order status values are defined in Local menu 339.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the Generic finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The Generic finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

The number of Early or Late days is calculated by the system depending on the initial objective date and the current date.

If the difference is positive, the order is early. If the difference is negative, the order is late.

The purchasing leads are always expressed in calendar days.

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:

• 'Not scheduled' and 'Pending'. The work order is awaiting scheduling. It cannot be submitted for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• 'Scheduled' and 'Pending'. The work order is scheduled but has not actually been submitted for scheduling.
• 'Scheduled' and 'Being optimized'. The work order is being scheduled (has been submitted for scheduling). At these statuses you cannot modify the work order.
• 'Optimized' and 'Pending'. The work order operations have been optimized by the scheduler.

The work order allocation values are defined in Local menu 336.

The scheduling status values are defined in Local menu 335.

The work order status values are defined in Local menu 339.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the Generic finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The Generic finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.).

This field is mandatory. It is initialized by default by the purchase site associated with your function profile.

You can modify this code by selecting a code from the list of authorized sites.

This field displays the reason for the order or the resulting order type.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

This field identifies the associated line on the source document or order.

This field displays the code of the Business partner (customer/supplier) associated with the order.

This field indicates how the goods required for the order line will be managed.

• Normal. As a normal order, from stock.
• With a back-to-back order:

Direct back-to-back order. A purchase order is generated. The supplier will deliver the product directly to the customer.

Receipt direct order. A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.

Work order. A work order is generated. The product will be manufactured specifically for the customer. The customer code will be copied to the work order release line.

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.

This receipt site must belong to the same legal company as the requesting site for a purchase order or the order site in case of an order.

In the case of a purchase request or an order for a product managed in stock:

• the receipt site must be a warehouse,
• the product reference must be defined for this receiving site.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

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.

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.

Requested receipt date. A control is applied to this date based on the unavailability periods of the receipt site. When the site is unavailable on this date, a message is displayed and you need to enter another date.

This date is used to initialize the theoretical order date.

Specify the quantity of the product to be ordered in the purchasing unit.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

Specify the quantity of the product to be ordered in the stock unit.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

Code identifying the supplier.

For suggestions in the results table generated for purchase order suggestions and subcontract order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. You can change this default supplier manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM):

• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
  A Product-site suppliers action is available from the Actions icon; the Product suppliers action is not available for selection.
• If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
• If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing run fails to allocate the default supplier.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content 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 cost structure or the project operational 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'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

This field represents the cost multiplied by the ordered quantity.

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.

This field corresponds to the currency of the order, delivery or invoice.

Select the container that you want to use. It can simply be a "freight container" type.

The choice of the container determines the maximum weight and volume you can ship.

Use this field to specify how many freight containers you want to use.

This field displays the total weight capacity of the selected freight container(s). If a container is not selected, you can enter a weight without having to manage containers.

This field displays the total volume capacity of the selected freight container(s). If a container is not selected, you can enter a volume without having to manage containers.

This field represents the total weight multiplied by the quantity ordered.

This field represents the total quantity ordered multiplied by the total volume.

This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero.

The weight unit.

This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero.

This non-modifiable field displays the volume unit defined for the freight container.

Select this check box to select this line.

This field identifies the associated order date or planned production start date for the order.

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.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

Upon invoicing a product, the product purchase unit is used.

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.

Inter-company specificities: for inter-company or inter-site orders, the consumption location is transferred to the generated sales order line.

Click the Transaction action to view the format of this entry transaction.