Overview

All final purchase plan adjustments are reflected in the system. They are confirmed for transfer to the master planning.

The process also involves verification of any remaining capacity gaps after the plan adjustments.

Once the process is complete, the purchase plan is balanced with the available external supply capacity and confirmed.

Create initial feasible purchase plans 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 a Budget task related to the budgeting process step and open it.

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

4. In the Due date field, review the time requirements.

5. In the Instructions field, review the task details and make sure you understand them.

6. In the Start field, review the start date and time.

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 or the reference document.

Paths

How to review vendor's feedback and decisions on capacity gaps

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

2. Find documents created in the Assess external supply capacity and identify gaps process.

3. Find decisions made in the Resolve supply capacity gaps by available means process.

4. Leave this document in the Under development status to retain all decisions made.

How to create initial feasible purchase plans

1. Go to the Purchase plans list.

2. Create a new document.

3. In the Purchase plan document, go to the Main tab.

4. Select a Scenario and a Plan profile relevant for the planning step.

5. Specify a period.

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

7. Go to the Goods tab.

8. Click Fill in goods → By default rule. The system will automatically fill 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. In the Comment field, specify any relevant notes, for example, special requirements.

12. Click  and attach additional files.

13. Set the Created status and post the document.

Paths

How to analyze purchasing capacity gaps

1. Go to Budgeting and planning, click Plan balance for the period under Sales and operations plans, click More actions → Report options, and select the Comparison of scenarios by the periods report.

2. Go to Settings and select a Scenario related to the initial purchase plan.

3. Choose a Comparison scenario related to the actual external supply capacity.

4. Specify a Period.

5. Select the Detail by plans check box.

6. Select the Purchase plans check box.

7. Generate the report.

8. Analyze the deviations between the purchase requirements and the actual external supply capacity plans and find the gaps.

Paths

How to confirm initial feasible purchase plans

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

2. Choose a Scenario and specify a planning period.

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

3. In the Completed field, enter the completion date.

4. Click Complete and close.