Generate purchase orders from PLN's

Generate purchase orders from PLN's

Part 1: Select a vendor and generate POs
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type material planner in the Filter field.
3. Click the Material Planner Workbench list item.
4. Click the OK button. The Material Planner Workbench form opens.
If you perform this exercise on a later day than Exercise 3.2, the workbench may not 
display any data. Repeat Exercise 3.2 before proceeding.
5. Verify the View field displays Purchase Orders.
6. Click the Vendor field on the first line of the grid.
Note: You may need to scroll right to view the Vendor field.
7. Click the Vendor drop-down arrow.
8. Click the 1 list item. A dialog box opens with the message, “Every Material Planner Workbench
where Item is [your initials]DCBTH-100 and Due Date is DD/MM/YYYY or greater will have 
Vendor set to 1.”
9. Click the Yes button. 
10. Click to select the Process Line check box on the first line of the grid.
11. Repeat Steps 6-9 for each record in the grid.
12. Click the Generate Orders button. The Material Planner Workbench Firm PO (Modal) form 
opens.
13. Type [your initials] in the PO Prefix field. 
14. Click the OK button. A dialog box opens with the message, “[XX] Planner’s Workbench Record(s)
were processed. [XX] PO Line/Release(s) were created.”
15. Click the OK button. The Material Planner Workbench Firm PO (Modal) form closes 
automatically.
16. The Material Planner Workbench form grid refreshes, and the processed lines are no longer 
displayed on the workbench. 
Part 2: View new purchase order lines
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type purchase orders in the Filter field.
3. Click the web.PurchaseOrders list item.
4. Click the OK button. The Purchase Orders form opens.
5. Click the Filter in Place icon.
6. Type [your initials]* in the PO field.
7. Click the Filter in Place icon. The PO created in Part 2 displays.
8. Click the plus (+) icon to expand the Lines section. 
9. Note that the number of lines created matches the number of planned orders you selected in Part 
1. Note also that the vendor, quantities, and dates of the PO lines match the planned orders as 
well. 
10. Click the Window drop-down arrow on the menu bar.
11. Click the Close All list item.
Part 3: View Planning Detail
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type planning detail in the Filter field.
3. Click the web.PlanningDetail list item.
4. Click the OK button. The Planning Detail (Filter in Place) form opens.
5. Type [your initials]* in the Planner field. 
6. Click the Filter in Place icon. The Planning Detail (Filter in Place) form refreshes with all 
planning records for your items.
7. Click the View drop-down arrow on the menu bar.
8. Click the Maximize button on the grid. The grid view of the form displays.
9. Verify that the Reference column now displays PO [XXXX] instead of PLN [XXXX] for the lines 
you processed in Part 1.
Part 4: Run APS so it can recognize the new supplies
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type aps planning in the Filter field.
3. Click the APS Planning list item.
4. Click the OK button. The APS Planning form opens.
5. Click the Plan button. A dialog box opens with the message, “Task Submitted.”
6. Click the OK button.
9. Click the Open icon on the toolbar. The Select Form dialog box opens.
10. Type background task in the Filter field.
11. Click the Background Task History list item.
12. Click the OK button. The Background Task History (Filter in Place) form opens.
13. Click the Filter in Place icon on the toolbar.
14. Click to select the Planning row in the Task Name column.
15. Verify the Return Status field displays Task Succeeded. 
Note: You may need to click the Refresh icon several times.
16. Click the Window drop-down arrow on the menu bar.
17. Click the Close All list item

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