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xTuple ERP Reference Guide

  
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2.1. Create Planned Order

To create a Planned Order, select the "Create Planned Order" option. The following screen will appear:

Create Planned Order

When creating a Planned Order, you are presented with the following options:

Planned Order #

Displays system-defined Planned Order Number.

Item Number

Enter the Item Number of the Item you want to create a Planned Order for.

UOM

Inventory Unit of Measure.

Site

Specify Site for Planned Order.

Supply Type

Specify the supply type of the Planned Order: Purchase Order, Work Order, or Transfer Order. If you specify Transfer Order then you must specify the From Site.

Qty. Ordered

Enter the quantity of the specified Item required for the Planned Order.

Due Date

Enter the date the Planned Order must be completed by.

Start Date

This date will be equal to the due date less the Lead Time. The start date may be changed by altering the Lead Time field.

Lead Time (Days)

Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Value entered specifies the Lead Time required between the Due Date and the Start Date.

To enter Notes related to the Planned Order, select the "Notes" tab. The following screen will appear:

Create Planned Order

When adding Notes to a Planned Order, you are presented with the following options:

Notes

This is a scrolling text field with word-wrapping for entering general Notes related to the Planned Order.

The following buttons are unique to this screen:

CREATE

Creates the Planned Order.