Manage Plan Items#

Plan.Edit

Overview#

This operation is used to manage the Plan Items (Products or Product Groups) associated with an existing 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 Items operation can be called from the Plan page within the Business Data Group, scrolling to the Items section in the main Plan page. In the wizard:

1. Add as many Plan Items as desired (press to add and to remove), specifying for each item a system object of the manufacturing level type defined in the previous step (Product or Product Group).
2. You can change the Plan Item status. Possible choices are:
   • Open - The Plan Item is underway and the production is being controlled in the Plan.
   • Closed - The Plan Item is no longer in effect. The system will still consider existing Plan Time Frame Items in the System as valid, but will not create new ones as new Plan Time Frames are created.
3. Press Update to complete the transaction.