Exercise - Approve a planned order

  • 10 minutes

In this exercise, master planning is run and a planned purchase order is approved. Then, when you run master planning again, the approved orders remain the same and the rest are re-calculated.

  1. In company USMF, go to Master planning > Master planning > Planned orders.
  2. Select the plan named DynPlan.
  3. Filter the Item number to T0003.
  4. For all three planned purchase orders, mark them as Approved, which can be done in one of two ways:
    • In the Status column, select each drop-down menu and then select Approved.
    • Select each order in the list and then select Approve in the Action Pane.
  5. Close the page.
  6. Go to the Master planning workspace.
  7. In the Master planning tile, select Run.
  8. In the dialog box, select Master plan DynPlan
  9. Ensure that no filters are in the Records to include FastTab.
  10. Select OK to run master planning.
  11. Select the Planned orders tile and the plan named DynPlan.
  12. The Order date is today’s date on most planned orders.
  13. Filter the Item number to T0003.
  14. Note the Order date. It didn't change because it was in Approved status and remains the same.