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4.2.1. Create Planned Order

To create a Planned Order, select the "Create Planned Order" option. The following screen will appear:

Create Planned Order

When creating a Planned Order, you are presented with the following options:

Planned Order #

Displays system-defined Planned Order Number.

Item Number

Enter the Item Number of the Item you want to create a Planned Order for.

UOM

Inventory Unit of Measure.

Site

Specify Site for Planned Order.

Qty. Ordered

Enter the quantity of the specified Item required for the Planned Order.

Due Date

Enter the date the Planned Order must be completed by.

Start Date

This date will be equal to the due date less the Lead Time. The start date may be changed by altering the Lead Time field.

Lead Time (Days)

Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Value entered specifies the Lead Time required between the Due Date and the Start Date.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen without creating the Planned Order, returning you to the application desktop.

CREATE

Creates the Planned Order.