Plan Transfer

The plan transfer converts planned orders into actual orders for the shop floor, purchase department, and warehouse. Often, the orders are then handled by individuals other than the planner, such as the shop floor planner, buyer, and warehouse manager. However, the planner still controls the total plan through the planning views, including the actual order information and the exception message still generated for the actual orders, if required.

You use order groups are used to limit the handling of individual orders. Packages are created that contain multiple orders that can be handled as one large order. Planned orders can be grouped when they share a particular characteristic.

Common characteristics can be the work center where the planned orders must be produced, the warehouse to which the orders must be delivered, the date the orders must be produced, the tools used and other selection criteria. Then, the business procedure for these planned orders will be handled on order-group level. This is also valid for the transfer of planned orders, which means that planned orders within one order group are transferred in one action.

You can transfer planned orders can be transferred independent of status, which can be Planned, Firm Planned or Confirmed. You can make the transfer in interactive mode which gives you an overview of the planned orders selected for transfer. In this view the decision can still be made not to transfer particular orders.

Planned production orders and production plans can also be transferred up to a predefined workload in hours on the shop floor.