Planned orders (form) [AX 2012]

Updated: February 18, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Master planning > Common > Planned orders. Select a planned order. On the Action pane, click Edit.

Use this form to view and process planned purchase, transfer, and production orders. Planned orders are generated by master scheduling or forecast scheduling to cover requirements. You can also create them manually in the Planned orders form and clicking the Planned order button.

From the form, you can firm planned orders, change their status, view requirements in multiple levels, and more. If the selected line is a planned production order, you can view the related BOM, route, jobs, and capacity reservations, and you can also reschedule the order.

The following tables provide descriptions for the controls in this form.

The tabs and controls that were added to this form for the Warehouse management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Warehouse management.

Tab

Description

General

View general information for the selected order.

Pegging

View the source requirement for the selected order.

Planned supply

View or edit information for the selected planned order before firming it.

Action

View detailed information about the action message.

Futures

View detailed information about the futures date.

Action Button

Description

Edit

Click the Edit button to modify the selected planned order.

Split

Click the Split button to split the selected planned order into multiple orders.

Group

Click the Group button to group the selected items.

Explode

Click the Explode button to update the current master plan for the current planned order.

Change to...

Click the Change to... change the selected planned order type.

Select

Click the Select button to select the planned order.

Deselect

Click the Deselect button to remove the selected planned order.

Planned order

Click the Planned order button to create a new planned order.

Firm

Click the Firm button to firm the selected planned order.

Approve

Click the Approve to approve the selected planned order.

Reschedule

Click the Reschedule button to reschedule the selected planned order.

Change status

Click the Change status button to change the status of the selected planned order.

Derived requirements

Click the Derived requirements button to view the requirements that are related to the selected planned order.

Route

View the route and individual operations that are attached to the selected planned order.

Jobs

View the jobs that are associated with the selected planned order.

Kanban rule

View the kanban rules that are associated with the selected planned orders.

Action button

Description

Display

View the dimensions related to the selected planned order.

Gantt chart

View the graphical overview of the current production plan that is scheduled for the selected planned order.

On-hand inventory

View the inventory that is on hand for the selected item.

Requirement profile

View the results of the latest master scheduling or forecast scheduling for the item.

Explosion

View all related levels of requirements. This could be both lower-level item requirements and the source-level requirements.

Form for viewing upstream and downstream multilevel pegging

View all the upstream and downstream pegging for the selected planned order.

Field

Description

Reference

The planned order type.

Number

The order number, project number, or production number.

Item number

The item identification.

Configuration

The configuration of the item.

Size

The size of the item.

Color

The color of the item.

Supply forecast

When this check box is selected, the planned order was generated based on a purchase

Site

The identification of the site.

Item group

The item group that the planned item belongs to. For more information, see Item group (form)

Buyer group

The buyer group for the planned order. This information is retrieved first from the supplier and then from the item. When you create a planned order manually, the buyer group is always retrieved from the item.

Vendor group

The vendor group that the assigned vendor belongs to.

Requirement date

The requirement date for the transaction that includes any safety margin. This could be the delivery date for a sales order, the planned ending date for a production order, or the forecast date for a forecast line, for example.

Delivery date

The order delivery date.

Time

The time that the item is required.

Start date

The scheduled date for the start of the transfer.

End date

The scheduled date for the end of the transfer.

Order date

The latest starting or ordering date.

Time of order

The scheduled start time.

Status

The processing status for the planned order. The options are as follows:

  1. Unprocessed - Planned purchase or production orders that are generated by master scheduling but are not yet processed or approved. All planned orders are assigned this status by default, but you can change it.

  2. Completed - Planned purchase or production orders that you have processed but have not approved for firming.

  3. Approved - Planned purchase or production orders that you have approved for firming. When you run master scheduling, approved orders are not deleted.

Field

Description

Reference

The transaction type of the planned order.

Reference

The source transaction of the requirement.

Number

The order number, project number, or production number.

Requirement date

The requirement date for the transaction that includes any safety margin. This could be the delivery date for a sales order, the planned ending date for a production order, or the forecast date for a forecast line, for example.

Requested date

The requested date for the transaction.

Req. quantity

The planned order quantity. The planned order quantity can differ from the required quantity if, for example, the item has a minimum order quantity.

Settled quantity

The quantity that was actually processed on the planned order.

Qty. change

The suggested quantity of the item by which the transaction should be increased or decreased based on the action message.

Field

Description

Delivery date

The date when the order is delivered.

Requested purchase number

Enter the purchase order number to use when firming the planned order. The number must exist in advance. Also, the supplier must be the same as that on the planned order.

Req. quantity

The total requirement quantity for the transaction in inventory units.

Purchase quantity

The number of units to purchase.

Purchase unit

Select the unit that the item is purchased in. This may differ from the inventory unit, which is shown in the Unit field.

Vendor

The primary vendor for the planned purchase order. You can view additional information about vendors, trade agreements, and external item descriptions.

Delivery date

The order delivery date.

Requested transfer order

The transfer order to use when firming the planned order.

Req. quantity

The total requirement quantity for the transaction in inventory units.

Delivery date

The order delivery date.

Time

The time that the item is required.

Req. quantity

The total requirement quantity for the transaction in inventory units.

BOM number

The BOM that is used.

Route number

The route number that is used.

Site

The site where the item is stored.

Warehouse

The warehouse where the item is stored.

Location

The location where the item is stored.

Field

Description

Action

The suggested action to carry out for the item. The options are as follows:

  • None

  • Advance the transaction date

  • Postpone the transaction date

  • Increase the quantity

  • Decrease the quantity

  • Advance the transaction date and increase the quantity

  • Advance the transaction date and decrease the quantity

  • Postpone the transaction date and increase the quantity

  • Postpone the transaction and decrease the quantity

  • Cancel the transaction

Days

The suggested number of days, positive or negative, that the transaction date should be advanced by or postponed by based on the action message.

To date

The suggested date that the transaction should be postponed to or advanced to based on the action message.

With quantity

The suggested quantity of the item by which the transaction should be increased or decreased based on the action message.

To quantity

The suggested quantity of the item that the transaction should be changed to based on the action message.

Field

Description

Desired date

The date the customer wants the planned order.

Futures

The futures message to delay the transaction.

Days

The number of days that the transaction is delayed.

To date

The date that the requirement can be met.


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