Before you start
You need build.orders.plan to run it. Without it the page says "Material planning has not run at this place."
Steps
- Open Production, then Material planning.
- Choose the Place and the Run. Each run reads "TIME · manual or nightly · status".
- Click Run material planning to start a new run. It also runs every night. If one is active the page says "A run is already in progress for this place. Wait for it to finish."
- Read the run header: status, who started it, "Looks ahead N days", and the counts.
- On Proposals (n) read each proposal: Make, Buy, or Transfer, with the item, quantity, start, and needed date. Click Show pegging to see what the need comes from. The status links to the draft in the review queue.
- On Exceptions (n) read each one: expedite, postpone, cancel, or past due. It shows the item, the order link, the due date, a suggested date, and a message.
Accept or reject proposals in the review queue. Accepting creates a draft production order, a purchase request, or a transfer request.
Rules and limits
- Nothing happens without approval.
- A newer run replaces proposals nobody decided.
- An empty page says "No runs yet: Run material planning to see what needs making, buying, or moving."
- Settings control the look-ahead horizon, whether the Logistics forecast counts as demand, and whether orders hold automatically when material is short. See Settings.