Creating a refill plan

Tasks

Use one of these procedures to create the refill plan.

To create a refill plan

1. From the menu bar in the main window, select File > New > Refill Plan. The Choose owner dialog box opens.

2. In the Owner of Object drop-down menu, select the owner of the refill plan.

3. Click OK. The New Refill Plan window opens.

4. Set up the refill plan.

5. Verify the structure of the refill plan by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

6. Check the preview of the refill plan.

7. Save the refill plan.

You can create a refill plan by opening and copying an existing refill plan.

To create a refill plan from the existing one

1. From the menu bar in the main window, select File > Open > Refill Plan. The Choose a Refill Plan dialog box opens.

2. In the Owner drop-down menu, select the owner of the refill plan.

3. In the catalog of the owner, select the refill plan to copy.

4. Select the Open a Copy check box, and then click the Open button. The corresponding refill plan window opens.

5. Rename the refill plan in the Name field, and then set up the refill plan.

6. Verify the structure of the refill plan by clicking the Verify icon on the main window toolbar. Correct all elements underlined in red.

7. Check the preview of the refill plan.

8. Save the refill plan.