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Use

The following procedure is an example of how you call up the Planning Workbench and process a worklist in it.

Procedure

  1. On the Planning Workbench screen, choose the Online Planning function and make the settings for worklist selection.

Normally, you probably work with the same settings each time. These can be saved as a variant and used for the selection every time (see Activities under Working with the Worklist).

For further information about settings, see Settings.
  1. Choose the Internet Services tab.
  1. Then choose the General Settings tab and make the settings that define how the worklist is displayed.
  1. Choose Program ® Execute.

The worklist is displayed.
  1. Look at the worklist and change the display to suit yourself.

You can, for example, expand different levels, sort the content in a different way or search for specific items in the worklist.
  1. Position the cursor on the level for which you want to generate purchase orders.

The position of you cursor determines the part of the worklist to be processed.
  1. Choose Execute in the application toolbar of the worklist.

The purchase order processing screen of Online Planning is displayed.
  1. Gain an overview of the situation using the Environment and Goto functions. For example:

This list contains the current stock/requirements situation from the consumption-based planning perspective.

This list contains the current stock/requirements situation when consumption-based planning was last run.

  1. Change the sort sequence if required by choosing Edit ® Sort.
  1. Have the system suggest order quantities by choosing Purchase order ® Order quantity proposal.
  1. Once you have checked all the parameters and the order quantity is correct, save the purchase order by choosing Purchase order ® Save.
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