Plan the site and create material planner workbench

Plan the site and create material planner workbench

Part 1: Run APS
Each time the APS Planning activity runs, all existing plan information and 
workbench information is deleted and regenerated using the latest data. If there are 
multiple learners in your organization taking this course or other any other courses 
which run APS at the same time, completing this exercise will affect all learners.
You may want to coordinate with other learners before proceeding.
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.
7. Click the X on the APS Planning form.
Part 2: Verify successful completion
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type background task in the Filter field.
3. Click the Background Task History list item.
4. Click the OK button. The Background Task History (Filter in Place) form opens.
5. Click the Filter in Place icon.
6. Click to select the Planning row in the Task Name column.
7. Verify the Return Status field displays Task Succeeded. 
Note: You may need to click the Refresh icon several times.
Do not proceed to the next step until the Task Succeeded value appears. The 
Material Planner Workbench data will not populate until the planning task finishes.
8. Click the X on the Background Task History form.
Part 3: Generate workbench
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 Generation list item.
4. Click the OK button. The Material Planner Workbench Generation form opens.
5. Verify the Yes radio button is selected in the Use Planned Data section.
6. Click to clear the Manufactured check box in the Source column. 
7. Click to clear the Transferred check box in the Source column. 
Note: Steps 5-6 will create the workbench with only purchased items.
8. Click the calendar icon in the Ending Date field. A calendar displays with the current month and 
year visible.
9. Click the [last day of the next month] option. The Ending Date field populates.
10. Type [your initials] in the Planner Code field.
11. Click the Buyer field.
12. Press Delete. 
13. Click the Process button. A dialog box opens with the message, “XX MRP Receipt(s) were 
processed.”
14. Click the OK button.
15. Click the X on the Material Planner Workbench Generation form

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