Generate a workbench and create a job

Generate a workbench and create a job

Part 1: Generate workbench
1. Click the Open icon on the toolbar. The Select Form dialog box open.
2. Type material planner in the Filter field.
3. Click the Material Planner Workbench Generation list item.
4. Click the OK button. The Material Planner Workbench Generation form opens.
5. Click to clear the Purchased check box.
6. Click to clear the Transferred check box.
Only the Manufactured check box will be selected.
7. Click the calendar icon in the Ending Date field. A calendar displays with the current month and 
year visible.
8. Click the [last day of the next month] option. The Ending Date field populates.
Example: If the current month is March, click April 30 on the calendar. The Process 
Through Date populates to display 4/30/20[xx].
9. Click the Buyer field.
10. Press Delete. 
11. Click the Process button. A “XX MRP Receipt(s) were processed.” toast message displays.
Part 2: Create a job on the workbench
1. Click the Planner Workbench button. The Material Planner Workbench form opens.
2. Click the View drop-down arrow.
3. Click the Job list item. 
4. Click the All Orders radio button. The Material Planner Workbench form refreshes with all 
orders displayed in the grid.
5. Click to select the Process Line check box for the FA-10000 item. Note: If your workbench 
doesn’t have that item select another item. 
6. Click the Generate Orders button. The Material Planner Workbench Firm Job (Modal) form 
opens.
7. Type [your initials] in the Job Prefix field.
8. Verify the Copy Current BOM check box is selected.
9. Click the OK button. A dialog box opens with the message, “1 Planner’s Workbench Record(s) 
were processed. 1 JOB(s) were created.”
10. Click the OK button. 
11. Click the Window drop-down arrow on the menu bar.
12. Click the Close All list item

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