Planned orders (form)

Article
05/05/2014

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.

Tasks that use this form

View item requirements

Maintain planned orders

Firm planned orders

Split the planned order quantity

Change the planned order type

Combine planned orders

Navigating the form

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.

FastTabs

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.

Planned order actions

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.

View actions

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.

General

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

Pegging

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.

Planned supply

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.

Action

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.

Futures

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.