Planning customized items

This topic describes a method to plan the items that have the Customized check box selected in the Items - General (tcibd0501m000) session.

Usual procedure

If the Customize field in the Items - Ordering (tcibd2100m000) session is To Order, the item is a customized item.

For customized items, the usual procedure is as follows:

  1. You create a project for the customer that ordered the item.
  2. You use the customized item to create a project item for the project.
  3. In Enterprise Planning, you plan the supply of the project item.
  4. You transfer the planned orders to the execution level.
To plan a customized item without a project

You can enter a demand forecast for a customized item with an empty project segment. This is recommended if you want to reserve resources for production of the item before sales orders for it are present. Any sales orders for a project item that is based on this customized item consume this demand forecast.

Then, you can generate an item master plan or planned orders for the customized item with an empty project segment.

Note

If you use the Transfer Order Planning (cppat1210m000) session to transfer a range of planned orders, and the Transfer Items with order policy To Order check box is cleared, Enterprise Planning does not transfer the orders for customized items with an empty project segment.

To generate actual orders for a customized item

If you want to transfer planned orders and plans for customized items with empty project segments to the execution level, you must use the following method:

That action is useful if you want to stock a quantity of the item before a sales order for the item exists.

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