Refer to documentation Implementation
The Planning workbench Entry transactions function contains a header information section and one tab per feature of the functionality:
Presentation
The header information provides key tracking and access information. The header information is displayed with each tab.
Each transaction code you define is available for selection when the Planning workbench function is selected from the menu.
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Fields
The following fields are present on this tab :
Planning workbench
| This field indicates the code of the setup transaction. |
| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
| This field is used to allow access to the transaction to a limited group of companies. |
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Presentation
You use this tab to define functional characteristics for this entry transaction. This includes the following information:
You must define at least one entry transaction which is dedicated to the automatic work order generation functions and the subcontract order generation functions. The transaction code must be attached to the general stock parameters MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS) and SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS) respectively.
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Fields
The following fields are present on this tab :
User role
| This flag is used to activate actions on the work orders. |
| This flag is used to activate actions on supplier orders. |
User
| Administrator management flag. |
Planner access
| The planner's role implies access to various actions.
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| The planner's role implies access to various actions.
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| The planner's role implies access to various actions.
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| The planner's role implies access to various actions.
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| The planner's role implies access to various actions.
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| The planner's role implies access to various actions.
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Planner/buyer access
| The material buyer's role implies access to various actions.
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Associated transactions
| Code of the release transaction used in work order generation. This field is optional. If blank, the transaction code attached to the general stock parameter MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS) is used. |
| Non modifiable field displaying the description of the transaction. |
| Code of the release transaction used in subcontract order generation. This field is optional. If blank, the transaction code attached to the general stock parameter SCOPTRNUM - Automatic EO transaction (chapter STO, group MIS) is used. |
| Non modifiable field displaying the description of the transaction. |
Parameters entered
| Use this field to permit (check box=selected) or prevent (check box=clear) modification of the release unit where the displayed unit is different from the stock unit. |
Formula
| The formula code that will be applied by default. |
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Presentation
You use this tab to provide the transactions to be included in the projections. You can select transactions by type and by status.
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Fields
The following fields are present on this tab :
| This code is associated with the type of operation. |
| This field specifies the type of operation to be processed. |
| Click this check box to include suggested transactions of this type (for example, suggested orders (types SOS, WOS)) in the projections. |
| Click this check box to include planned transactions of this type (for example, planned orders (types SOP, WOP)) in the projections. |
| Click this check box to include firm transactions of this type (for example, firm orders (types SOF, WOF)) in the projections. |
Intercompany (PO/SO)
| This setup is used to distinguish the classic SO/PO orders from the inter-company SO/PO orders. |
Suggestion filter
| This flag is used to filter the suggestions based on their origin. |
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Presentation
You use this tab to define which fields to display and the order in which they are to be displayed.
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Fields
The following fields are present on this tab :
Block number 1
| This field indicates the maximum number of lines in the grid. |
| The first N columns specified in this field remain visible on the screen when scrolling. |
| This column lists the fields that are available for display. |
| Use this column to define which fields are to be displayed and the order in which those fields are displayed. The associated field is not displayed if this field is blank. |
Block number 3
| Check to obtain a summary log file for the updates. |
Block number 4
| Select this check box if any sales forecast adjustments must be within the demand horizon. This only concerns products for which a request horizon has been defined at the site level. The adjustment for the planning calculations is based on the following principle:
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Action icon
Click Include/Exclude from the Actions icon to select (include) or clear (exclude) this field.
A newly included field is positioned last. Check the Order column and renumber the fields if necessary.
Click Classification from the Actions icon to sort the fields into ascending order.
Click Renumber from the Actions icon to sort the fields into ascending order and renumber them in increments of 5.
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The following fields are included on the window opened through this button : Block number 1
Block number 2
Close Click the Copyaction to copy this entry transaction to a different folder. |
In addition to the generic error messages, the following messages can appear during the entry :
This message is displayed if the access code defined does not exist in the user profile. Select a different access code or (provided you have the authorization) add the requested access code to the user profile.