Overview

Here you will learn how to transfer information from revised purchase plans to the baseline scenario related to supply master plans. The information is also validated for the entire company.

The purchasing and procurement departments responsible for executing the plan are informed about the planned purchasing capacity and substantial changes in purchasing activities (for example, finding new supply sources).

Once the process is complete, the purchase plan is released, made available for use in operating management (to generate purchase orders and so on), and distributed to interested parties.

Release purchase plans flowchart

Paths

How to maintain purchase plans

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

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 assess purchasing capacity requirements

1. Go to Budgeting and planning, click Budgeting and planning reports, open the Purchase plan fulfillment by business units report under Sales and operations plans, click More actions → Report options, and select the Purchase plan fulfillment by vendors report.

2. Go to Settings and choose a Scenario related to the feasible plans.

3. Specify a period and click Generate.

4. Analyze the external supply capacity requirements.

Paths

How to confirm 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 inform interested parties about released purchase plans

1. Open the required document.

2. Create a Duty based on the document.

3. In the Duty field, specify the working name.

4. Assign the task to the responsible user within the database.

5. Set the Priority and specify a Due date.

6. In the Subject field, describe the actions to take.

7. Click Start and close.