Overview
Here you will learn how to confirm the adjusted demand plan and distribute it for further use (for example, in master planning).
At this stage, you need to perform the final check of the figures aligned with budgets and release them.
As a result of the process, the demand plan is released and distributed to the interested party.
Release demand plans flowchart
Paths
| Path | Budgeting and planning → Budget process → My budget tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.BudgetTask
|
| In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
|
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. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
Paths
Path | Budgeting and planning → Tools → Planning process management |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.PlanningProcessManagement
|
| In-app link RU code |
e1cib/app/Обработка.УправлениеПроцессомПланирования
|
How to release demand plans
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 inform interested party about released demand plans
1. Open the required document. 2. Create a Duty based on the document. 3. Specify the work name in the Duty field. 4. Assign it to the responsible user within the database. 5. Set the Priority and specify the Due date. 6. Describe the actions to take in the Subject field. 7. Start and close 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.