Planning workbench
Use this function to customize the Planning workbench (FUNDBENCH/FUNDBENCHA) function to the needs of your organization and your processes.
Your system is provided with a standard or master Planning workbench entry transaction definition. You can modify the master or create new entry definitions to suit your processes, your users or just to make your system more convenient to use. Each entry definition affects the way in which information is entered, and what information is displayed and printed.
You create each entry definition as a 'Transaction'. Each transaction you define is available for selection when the Planning workbench function is loaded, either from the menu or from an action in a linked function. The default entry screen will be displayed and a choice will not be offered if you do not define additional transactions to the standard or master Planning workbench entry definition.
You are advised to get a basic understanding of how your system works before changing the master entry definition.
Prerequisites
Refer to documentation Implementation
Screen management
The Planning workbench Entry transactions function contains a header information section and one tab per feature of the functionality:
- Header information. The header information contains the code and name for this entry transaction, and the user access code.
- Parameters. Use this tab to describe the functional characteristics of this entry transaction.
- Selections. Use this tab to provide the transactions to be included in the projections.
- Display. Use this tab to provide the default display fields and layout.
Header
The header information provides key tracking and access information. The header information is displayed with each tab.
Each transaction code you define is available for selection when the Planning workbench function is selected from the menu.
Planning workbench
Transaction (field BTSNUM) |
This field indicates the code of the setup transaction. |
Description (field DESAXX) |
Transaction description. |
Active (field ENAFLG) |
Use this field to activate or deactivate a transaction. |
Access code (field ACSCOD) |
This access code is used to restrict access to data by user or group of users. |
Group (field GFY) |
This field is used to allow access to the transaction to a limited group of companies. |
Tab Parameters
You use this tab to define functional characteristics for this entry transaction. This includes the following information:
- The target user role
- The projected stock movements and areas of functionality to be searched
You must define at least one entry transaction which is dedicated to the automatic work order generation functions and the subcontract order generation functions. The transaction code must be attached to the general stock parameters MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS) and SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS) respectively.
User role
Planner (field PLANNER) |
This flag is used to activate actions on the work orders. |
Planner/Buyer (field BUYER) |
This flag is used to activate actions on supplier orders. |
User
field GESAFF |
Administrator management flag. |
Planner access
Planner/buyer access
Associated transactions
Automatic WO transaction (field MFGTRS) |
Code of the release transaction used in work order generation. This field is optional. If blank, the transaction code attached to the general stock parameter MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS) is used. |
field MFGDES |
Non modifiable field displaying the description of the transaction. |
Automatic EO transaction (field SCOTRS) |
Code of the release transaction used in subcontract order generation. This field is optional. If blank, the transaction code attached to the general stock parameter SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS) is used. |
field SCODES |
Non modifiable field displaying the description of the transaction. |
Parameters entered
PAC modifiable (field UOMSAI) |
Use this field to permit (check box=selected) or prevent (check box=clear) modification of the release unit where the displayed unit is different from the stock unit. |
Formula
Selection formula (field DEFFOR) |
The formula code that will be applied by default. |
Tab Selections
You use this tab to provide the transactions to be included in the projections. You can select transactions by type and by status.
Intercompany (PO/SO)
field ICPYFLG |
This setup is used to distinguish the classic SO/PO orders from the inter-company SO/PO orders. |
Suggestion filter
field MRPFLG |
This flag is used to filter the suggestions based on their origin. |
Tab Display
You use this tab to define which fields to display and the order in which they are to be displayed.
Block number 1
Block number 3
Update summary log (field TRACE) |
Check to obtain a summary log file for the updates. |
Block number 4
Include/Exclude |
Click Include/Exclude from the Actions icon to select (include) or clear (exclude) this field. Note:
A newly included field is positioned last. Check the Order |
Classification |
Click Classification from the Actions icon to sort the fields into ascending order. |
Renumber |
Click Renumber from the Actions icon to sort the fields into ascending order and renumber them in increments of 5. |
Action panel
Copy
Click the Copy action to copy this entry transaction to a different folder. Block number 1
Block number 2
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