| # Transfer Planned Orders (cppat1210m000) Use this session to transfer planned orders and plans to the execution level: LN can transfer the following types of orders and plans: An order group. Planned production orders. A production plan. Planned purchase orders. A purchase plan. Planned distribution orders. For all these types of planned orders and plans, you can define selection criteria for transfer to the execution level. On the Options tab, you can use several check boxes to determine the order status of the planned order that LN must transfer. By default, LN only transfers planned orders with the Confirmed order status. Use the Transfer button to start the transfer of the selected planned orders and/or plans. If you select the Interactive check box, LN does not directly transfer the selected orders, but lists them in the Select Orders for Transfer (cppat0210m000) session, where you can make a final selection before the orders are actually transferred. Transfer Items with order policy To Order If the Transfer Items with order policy To Order check box is cleared, Enterprise Planning does not transfer the orders for to-order items with an empty project segment. A to-order item is an item of which the order policy is To Order. Production If you selected the EP Order Group check box or the Production check box, you can use the Production tab to: Further fine-tune the order selection. Assign order series to the orders. Specify workload constraints. Note LN only transfers planned production orders that belong to an order group if you selected the corresponding order group. If you selected the Production check box, and select a planned production order that belongs to an order group, LN does not transfer the order. Purchase If you selected the Purchase check box and/or the Distribution check box, you can use the Purchase/Distribution tab to: Further fine-tune the order selection. Assign order series to the orders. Specify multisite data for distribution orders. Multiple planned purchase orders are combined into one purchase order if the following purchase order header fields are the same: Buy-from Business Partner Purchase Office Purchase Order Type Currency Buyer Planner Reference A Reference B Important! The Order Date must also be the same if both the following are applicable: The Log Financial Economic Transactions field is not set to Valuation Price in the Purchase Parameters (tdpur0100m000) sessions. The Use Creation Date as Order Date when generating PO is cleared in the Purchase Order Parameters (tdpur0100m400) session. 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. For more information, refer to Supply planning by supplier. Related topics To transfer orders to the execution level Workload-based order transfer To transfer multicompany distribution orders Buyer selection To plan to-order items anonymously Actual Scenario The scenario that contains the operational master plan or order plan, as opposed to scenarios used only for simulation, that is, what-if analysis. The actual scenario is the only scenario from which you can transfer planned orders to the execution level. LN only transfers planned orders for the actual scenario. From Plan Item Specify the first of a range of plan items for which LN must transfer the selected order type(s). To Plan Item Specify the last of a range of plan items for which LN must transfer the selected order type(s). Item Group Specify the first of a range of item groups that you want to use as a criterion to select planned orders or production plans for transfer. Item Group Specify the last of a range of item groups that you want to use as a criterion to select planned orders or production plans for transfer. Warehouse Specify the first of a range of warehouses that you want to use as a criterion to select orders for transfer. LN takes into account the warehouse you specified in the Default Warehouse field in the Items - Planning (cprpd1100m000) session. Warehouse Specify the last of a range of warehouses that you want to use as a criterion to select orders for transfer. LN takes into account the warehouse you specified in the Default Warehouse field in the Items - Planning (cprpd1100m000) session. Planner Specify the first of a range of planners that you want to use a criterion to select orders for transfer. Planner Specify the last of a range of planners that you want to use a criterion to select orders for transfer. Buyer Specify the range of buyers that you want to use a criterion to select orders for transfer. Related topics Buyer selection Shop Floor Planner Specify the first of a range of shop floor planners that LN must use as a criterion to select orders for transfer. Shop Floor Planner Specify the last of a range of shop floor planners that LN must use as a criterion to select orders for transfer. Product Line Specify the first of a range of product lines that LN must use as a criterion to select planned production orders for transfer. Product Line Specify the last of a range of product lines that LN must use as a criterion to select planned production orders for transfer. Product Class Specify the first of a range of product classes that LN must use as a criterion to select planned production orders for transfer. Product Class Specify the last of a range of product classes that LN must use as a criterion to select planned production orders for transfer. Selection Code Specify the first of a range of selection codes that LN must use as a criterion to select orders for transfer. Selection Code Specify the last of a range of selection codes that LN must use as a criterion to select orders for transfer. Planned Start Date Specify the first of a range of fixed order start dates that LN must use as a criterion to select planned orders for transfer. Planned Start Date Specify the last of a range of fixed order start dates that LN must use as a criterion to select planned orders for transfer. Planned Finish Date Specify the first of a range of fixed order finish dates that LN must use as a criterion to select planned orders for transfer. Planned Finish Date Specify the last of a range of fixed order finish dates that LN must use as a criterion to select planned orders for transfer. Routing Group Specify the first of a range of routing groups that LN must use as a criterion to select planned production orders for transfer. Routing Group Specify the last of a range of routing groups that LN must use as a criterion to select planned production orders for transfer. Supplier Specify the first of a range of buy-from business partners that LN must use as a criterion to select planned purchase orders for transfer. Supplier Specify the last of a range of buy-from business partners that LN must use as a criterion to select planned purchase orders for transfer. Interactive If this check box is selected, LN does not immediately transfer the orders, but it first starts the Select Orders for Transfer (cppat0210m000) session. In the Select Orders for Transfer (cppat0210m000) session, you can make a final selection of the planned orders that LN eventually transfers to the execution level. If this check box is cleared, LN directly transfers the selected orders to the execution level. Transfer Items with order policy To Order If this check box is selected, you can also transfer planned orders, production plans and purchase plans for items of which the order policy is To Order and the project segment is empty. You cannot select this check box if the Interactive check box is cleared. Related topics To plan to-order items anonymously Transfer Status Planned If this check box is selected, LN will also transfer the planned orders that have the order status Planned. Note Usually, LN only transfers planned orders with order status Confirmed. You can confirm planned orders and firm-planned orders in the Confirm Planned Orders (cprrp1200m000) session. Process Report If this check box is selected, LN generates a process report. The process report contains all the orders that are processed together with their order number and the corresponding Shop Floor Control order, purchase order, or warehouse order. Transfer Status Firm Planned If this check box is selected, LN also transfers the planned orders that have the Firm Planned order status. Note Usually, LN only transfers planned orders with the Confirmed order status. You can confirm planned orders and firm-planned orders in the Confirm Planned Orders (cprrp1200m000) session. Transfer Text If this check box is selected, LN also transfers the text linked to each planned-order line of the transferred orders. You can link a text to a planned-order line in the Planned Orders (cprrp1100m000) session. Related topics To use texts Production If this check box is selected, LN transfers the selected range of planned production orders (for the selected items) to the Shop Floor Control module. Note If this check box is selected, LN does not transfer planned production orders that belong to an order group. Production Orders Specify the first of a range of planned production orders that LN must transfer to the execution level. Note LN does not individually transfer planned production orders that belong to an order group to the execution level. You can only transfer the entire order group. Production Orders Specify the last of a range of planned production orders that LN must transfer to the execution level. Note LN does not individually transfer planned production orders that belong to an order group to the execution level. You can only transfer the entire order group. Production Plan If this check box is selected, LN converts the production plan of the specified plan item range to planned production orders, and transfers these production orders to the Shop Floor Control module of Manufacturing. The planned requirement date of the planned production orders that LN creates is equal to the start date of the plan period in which the production plan is defined. Although the planned production orders that LN creates have the order status Planned, you do not have to check the Transfer Status Planned check box to transfer planned production orders derived from a production plan to execution level. Note If the transfer process of the planned production orders fails, LN does not convert the planned production orders back into a production plan. The planned production orders that LN was able to create remain to exist. Purchase Plan If this check box is selected, LN converts the purchase plan of the specified plan item range to planned purchase orders, and transfers these purchase orders to the Purchase Control (PUR) module of Order Management. The order quantity of the planned purchase orders that LN creates depends on the values you defined in the Minimum Order Quantity field and the Maximum Order Quantity field in the Items - Ordering (tcibd2500m000) session, and the planned requirement date of the purchase order is equal to the start date of the plan period in which the purchase plan is defined. Although the planned purchase orders that LN creates have the order status Planned, you do not have to check the Transfer Status Planned check box to transfer planned purchase orders derived from a purchase plan to execution level. Note If the transfer process of the planned purchase orders fails, LN does not convert the planned purchase orders back into a purchase plan. The planned purchase orders that LN was able to create remain to exist. Transfer Until Workload This field determines whether LN must apply workload constraints that limit the order transfer. Yes LN transfers a limited number of production orders, to ensure that the workload of the selected resources does not exceed certain limits. No The set of transferred orders is not limited by workload constraints or by a selection of resources. Only LN transfers a limited number of production orders, to ensure that the workload of the selected resources does not exceed certain limits. In addition, LN transfers only those production orders that utilize the capacity of the resources in the selection range. You can use this value when the workload of certain resources is too low. Related topics Workload-based order transfer Resource If you selected Yes or Only in the Transfer Until Workload field, you can specify a range of resources in the Resource From and To field. LN only transfers planned production orders that use the specified resources. In addition, for each resource in the specified range, LN takes into account workload constraints, such as: The planned order data that you select in the Priority Rule field. The percentage that you specify in the Workload Norm Perc. field. Resource If you selected Yes or Only in the Transfer Until Workload field, you can specify a range of resources in the Resource From and To field. LN only transfer planned production orders that use the specified resources. In addition, for each resource in the specified range, LN takes into account workload constraints, such as: The planned order data that you select in the Priority Rule. The percentage that you specify in the Workload Norm Perc. field. Priority Rule If the workload is too high, LN cannot transfer all production orders. This field determines which criterion LN uses to select production orders for transfer if the workload is too high. Priority Rule Workload Norm Percentage Specify the percentage to modify the effective workload norm for the specified range of resources. You can define the workload norm and the workload tolerance of a resource in the Resource (cprpd2100m000) session. Example Workload Norm: 50 hours Workload Tolerance: 20% Workload Norm Percentage : 90% A workload of 20% in excess of 50 hours is 60 hours. LN will transfer production orders until a workload of 54 hours (90% of 60). Note The workload tolerance is not relevant for the transfer of planned orders. EP Order Group Specify the order group of which Enterprise Planning must transfer planned orders to the Shop Floor Control module in Manufacturing. Note You cannot individually transfer a planned order that belongs to an order group, only the entire group. Related topics Order grouping in Enterprise Planning Create SFC Order Group If this check box is selected, LN creates an SFC order group and puts the transferred orders into that SFC order group. If this check box is cleared, LN disbands the EP order group, and transfers the planned orders of the order group individually. Related topics Order grouping in Enterprise Planning SFC Order Group Series The series from which the SFC order-group number will be taken. Allowed values Choose a series from the number group that is specified in the Number Group for Order Grouping field in the Shop Floor Control Parameters (tisfc0100s000) session. Manufacturing uses the first free number from this series. Related topics To use number groups and series Production Order Series The series from which LN takes the production order number. Allowed values Choose a series from the number group that is specified in the Number Group in Production Ordering field in the Shop Floor Control Parameters (tisfc0100s000) session. Manufacturing uses the first free number from this series. Related topics To use number groups and series Error Report If this check box is selected, LN generates an error report. The error report contains all the orders that LN did not transfer, and states the reason why LN did not transfer them. Purchase If this check box is selected, LN transfers the planned purchase orders for the selected plan items to the Purchase Control module. Related topics To transfer multicompany distribution orders Purchase Orders Specify the first of a range of planned purchase orders that LN must transfer to the execution level. Purchase Orders Specify the last of a range of planned purchase orders that LN must transfer to the execution level. Generate Request for Quotation This check box determines what happens if LN is unable to generate an actual purchase order for a particular planned purchase order. If this check box is selected, LN transfers such a planned purchase order to a request for quotation (RFQ). If this check box is cleared, LN does not transfer the planned purchase order in question. This means that it remains a planned purchase order. Distribution If this check box is selected, LN transfers the planned distribution orders for the selected plan items to purchase orders in the Purchase Control module in Order Management, or to warehousing order in the Inventory Handling module in Warehouse Management. You can specify a range of planned orders and a range of supplying sites. On the Purchase/Distribute tab, you can: Define a range of planned distribution orders. Specify a range of logistical companies that are involved in multisite transactions in the Distribution Relationship From and To field. Specify the purchase order type and the production order series for multisite distribution orders that LN transfers to purchase orders. Related topics To transfer orders to the execution level To transfer multicompany distribution orders Distribution Orders Specify the first of a range of planned distribution orders that LN must transfer to the execution level. Distribution Orders Specify the last of a range of planned distribution orders that LN must transfer to the execution level. Distribution Relationship Specify the first of a range of logistical companies that are involved in a multisite supply structure. LN takes into account the specified companies to transfer multicompany distribution orders. The type of order that LN generates depends on the setting of the Type of Order to be Generated by Enterprise Planning field in the Entity - Entity Relationships (tcemm2110m000) session. Related topics To transfer multicompany distribution orders Distribution Relationship Specify the last of a range of logistical companies that are involved in a multisite supply structure. LN takes into account the specified companies to transfer multicompany distribution orders. The type of order that LN generates depends on the setting of the Type of Order to be Generated by Enterprise Planning field in the Entity - Entity Relationships (tcemm2110m000) session. Related topics To transfer multicompany distribution orders Purchase Order Series The series from which LN takes the purchase order number. Order Management uses the first free number from this series. Related topics To use number groups and series Purchase Order Type The purchase-order type that the transferred purchase orders use. Purchase Order Type The purchase order type for the multicompany distribution orders. In this field, you can specify the order type of the purchase orders to which Common transfers multicompany distribution orders. When the field is empty, LN gives an error message. Purchase Order Series The purchase order series for the purchase orders to which LN transfers multicompany distribution orders. Production Order Series The series from which the production order number will be taken. Allowed values Choose a series from the number group that is specified in the Number Group in Production Ordering field in the Shop Floor Control Parameters (tisfc0100s000) session. Manufacturing uses the first free number from this series. Related topics To use number groups and series EP Order Group If this check box is selected, Enterprise Planning transfers the production-order group that you specify in the EP Order Group field, which is one of the Production data. If you select this check box, the other options in the Order Selection group become unavailable. Note You can create a production-order group in the Create Order Group for Planned Orders (cppat3250m000) session. Related topics Order grouping in Enterprise Planning Transfer Transfers the selected data. |