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Create Plan Scenario#

🔒 Plan.Create

Overview#

This operation is used to release a Plan Scenario, taking the information of a Plan as a base for the configurations that will be the integral part of its fulfillment. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

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

Preconditions#

  • A Plan exists in the system and is Active.

Sequence of Steps#

You can create a Plan Scenario from the Create Plan Scenario button located on the Plan page, either on the top ribbon or the Plan Scenarios page section.

Step 1: General Data#

  1. Provide a name for the Plan Scenario.
  2. Optionally, provide a description of the Plan Scenario.
  3. Select Create to complete the operation.

Screenshot showing a form for entering general data, with fields including "Create Plan Scenario" and "cercrat one".