Overview

Production plans deemed feasible are confirmed and then used to estimate the dependent internal demand for raw materials and components.

As a result of the process, the internal production demand is determined and transferred to master planning.

Convert production plan into purchase requirements flowchart

Paths

How to find and review budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the budgeting process step and open it.

3. In the Budget task document, click the Additional information tab.

4. Review the time requirements in the Due date field.

5. Review the task details in the Instructions field and make sure you understand them.

6. Review the start date and time in the Start field.

7. Review the Main task and Process stage - base document fields.

8. Click the hyperlink in the middle of the form and review the input settings.

9. Click the Task action tab.

10. Click Enter plan to drill down to the entry form to fill in or the reference document.

Paths

How to convert production plan into purchase requirements

1. Go to Budgeting and planning and click Purchase plans under Sales and operations plans.

2. Create a new document.

3. Go to the Main tab.

4. Fill in the Scenario and the Plan profile relevant for the planning step.

5. Specify the Period to fill in.

6. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable analytics, if required by the plan profile settings.

7. Go to the Product categories / Goods / Manufactured products tab.

8. Click Fill in categories / goods → By default rule. The system will automatically fill in the lines in accordance with the Population settings of the Plan profile.

9. Review the information and check that the data is complete.

10. Correct the figures if necessary.

11. Specify any relevant notes, such as special requirements, in the Comment field.

12. Click  and attach additional files.

13. Set the Created status and post the document.

Paths

How to confirm purchase requirements for production

1. Go to Budgeting and planning and click Planning process management under Tools.

2. Choose the Scenario and specify the planning Period.

3. Find the Plan profile related to the process.

4. Double-click the relevant flowchart area, select the plan document, and click Set status → Confirmed.

The system will automatically set the Confirmed status for the document.

How to complete budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find the Budget task related to the process step and open it.

3. Enter the date of completion in the Completed field.

4. Click Complete and close.