Before you start
Accepting or dismissing needs planning.order at both ends.
Steps
- Open Planning, then recommendations.
- Read each proposal with its reasons: run-out date, source excess, lead time, and flags such as late, partial, or needs procurement.
- Click Accept to make an order
RSO-000001, or Dismiss. A dismissal holds for 30 days unless snoozed. - The origin sees the order in its inbox and fulfils it with Transfer out. The form is pre-filled. If the destination holds no stock, use Dispatch.
Order states
Open, acknowledged, in progress, dispatched, completed, declined, cancelled. The origin can decline with a reason of 3 to 500 characters. A planner at both ends can cancel.
Result
The order follows the shipment until it completes.