Plan

The Plan tab gives you access to the Plan Dashboard, the most relevant views and actions for controlling and managing the planning.

Action Description For More Information

Plan Dashboard

View Planning Analytics dashboard.

Work Orders

View Work Orders.

Work Orders View

Purchase Orders

View Purchase Orders.

Purchase Orders View

Transport Orders

View Transport Orders.

Transport Orders Overview

Plan

Plan

Set Planned date using Capacity Constraints; use the arrow to the right to select other planning options.

Finite

Set Planned date using Capacity Constraints.

Infinite

Set Planned date without using Capacity Constraints.

Manual

Select Planned date manually.

Unplan

Unplan a Planned date.

Lock

Lock Planned date.

Unlock

Unlock Planned date.

Reserve

Reserve Operation Input Materials.

Unreserve

Unreserve Operation Input Materials.

Expedite

To view and define expedition rules, see the SchedulingSpace table in the Config Matrix(in the Data tab).

Unexpedite

Clear supply order operations for expedition.

Create

Press to select Create Supply Order.

Edit

Edit Supply Fulfillment.

Delete

Delete proposed supply order.

Mark for Release

Mark proposed supply order to be published the next time supply orders are released.

Unmark for Release

Unmark supply order that was marked for release so it is not released.

Release

Release proposed supply orders marked for release.

Publish

Published current firm work order plans to the external system.

Clear Locks

Clear all locked planning decisions.