Transferring orders to execution level

You use the Plan Transfer module to transfer planned orders from Enterprise Planning to the execution level of LN. In addition, it allows you to transfer production plans and purchase plans.

General Procedure
Step 1. Origin of transferred orders

You can transfer orders from the actual scenario only.

Step 2. Destination of transferred orders
  • Planned production orders and production plans are translated to production orders in the Job Shop Control module in Manufacturing.
  • Planned purchase orders and purchase plans are translated to purchase orders in Procurement.
  • Planned distribution orders for single-company distribution are translated to warehouse orders in the Warehouse Orders module in Warehousing.
  • Planned distribution orders for multicompany distribution are translated to purchase orders in Procurement.
  • Project Cost Peg Transfers (whinh1140m000)
Step 3. Planned materials

If you transfer planned production orders to the Job Shop Control module, LN will respect the material selections and quantities as planned by the Enterprise Planning package.

Step 4. Order Status

As a rule, LN only transfers planned orders with Confirmed order status. However, on the Options tab in the Transfer Order Planning (cppat1210m000) session, you can change the session's behavior:

  • To transfer planned orders with Firm Planned order status as well, select the Transfer Status Firm Planned as Well check box.
  • To transfer planned orders with Planned order status as well, select the Transfer Status Planned as Well check box.
Step 5. Workload-based transfer

When you transfer production orders, you can set a maximum to the total workload that will be transferred to a resource. See: Workload-based order transfer.

Step 6. Order grouping

You can use the order-grouping functionality in the Plan Transfer module to group planned production orders according to various criteria. You can use this functionality to transfer a whole order group at once, and (optionally) translate it to an JSC order group.

Step 7. Order release

For some planned orders, the Order Release field in the Planned Orders (cprrp1100m000) session is Not to be released. You cannot transfer these planned orders to the execution level, until the Order Release field is set to To be released. These planned orders are used in a vendor managed inventory (VMI) setup.

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