---
alias: user-guide-create-sampling-plan
description: "Create a sampling plan by defining data and relevant context information"
---

# Create Sampling Plan

:lock: SamplingPlan.**Create**

:lock: SamplingPlan.**CreateTemplate**

:lock: SamplingPlan.**CreateFromTemplate**

## Overview

This operation is used to create a **Sampling Plan**. 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

* The **Sampling Plan** does not currently exist in the system.

## Sequence of Steps

### Step 1: General Data

1. Provide a name for the **Sampling Plan**.
2. Optionally, provide a description of the **Sampling Plan**.
3. Select the Sampling Plan type (for classification purposes only). The list of possible values is taken from the [[samplingplantype-lt]] Lookup Table.
4. Specify the Default Sampling by specifying:

      * Type (CounterBased, CounterAndTimeBased, TimeBased)
      * CounterFrequency (for CounterBased, CounterAndTimeBased), a value of 10 means every tenth lot
      * TimeFrequency (for CounterAndTimeBased, TimeBased), a value, in hours

![create_sampling_plan_step_one][create_sampling_plan_step_one]

### Step 2: Context

1. Specify the context information for the **Sampling Plan**. At minimum it must have one context defined. Possible contexts are defined in the table below.

| Property                   | Description                                                                                   |
|----------------------------|-----------------------------------------------------------------------------------------------|
| **MaterialProduct**        | Product of the **Material**                                                                   |
| **MaterialProductGroup**   | ProductGroup of the Product of the **Material**                                               |
| **MaterialProductMaturity**| Maturity of the **Material** **Product**                                                      |
| **MaterialRecipe**         | The last used Recipe of the **Material**                                                      |
| **MaterialResource**       | Resource of the **Material**                                                                  |
| **MaterialProcessStep**    | Process Step of the **Material** (determined by the Track In of the last **Step** with a Processing Type of `Process`)|
| **MaterialProcessResource**| Process Resource of the **Material** (determined by the Track In of the last **Step** with a Processing Type of `Process`)|
| **MaterialStep**           | Step of the **Material**                                                                      |
| **MaterialStepMaturity**   | Maturity of the **Material** **Step**                                                         |
| **MaterialType**           | Type of **Material**                                                                          |
| **MaterialProductionOrder**| Production Order of the **Material**                                                          |

Table - Possible contexts when creating a Sampling Plan

![create_sampling_plan_step_two][create_sampling_plan_step_two]

[create_sampling_plan_step_one]: images/create_sampling_plan_step_one.png
[create_sampling_plan_step_two]: images/create_sampling_plan_step_two.png