Manage Plan Steps#

Plan.Edit

Overview#

This operation is used to manage the Plan Steps that define the milestones for the counting of the actual volumes in the Plan.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Plan exists in the system and is Active.
• The Plan is an Effective Plan and is not a Plan Scenario.

Sequence of Steps#

The Manage Plan Steps operation can be called from the Plan page within the Business Data Group by selecting the Volume Counting Steps sub-section in the Details View panel. In the wizard:

1. Add as many Steps as desired (press to add and to remove), specifying for each item:

   • The Facility from which the Step will be selected. The Facility will be automatically filled-in depending on the manufacturing level selected in the first panel.
   • The Step, selected from the list of Steps available in the manufacturing level selected for the Plan.
   • Optionally specify a logical FlowPath for the Step so that only Materials with this logical FlowPath may be considered.

2. Press Update to complete the transaction.