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Editing and Approving Suggested Orders in Item Planning Detail

Editing and approving suggested orders is part of the Requirement Planning / Planner Action process in DemandCaster. This article focuses on managing the process within the Item Planning Detail view. To edit and approve in the Planner Action, please read the article Editing and Approving Suggested Orders in Planner Action

Approving orders may be used when downloading the requirement to your ERP (if enabled) or keeping track of which items have been reviewed when manually entering the orders in your ERP.

Approve Order within Planner Action Detail

  1. Check boxes of lines that will be approved
  2. Click Approve orders

Order Lines Order Status field turns Blue

  1. The blue background identifies that an order line has been approved
  2. You may reverse an approval by checking the check box of the lines to reverse and clicking on Disapprove
  3. Click on Download to ERP to initiate the automated order creation process to your ERP (if enabled). Only approved orders are downloaded.

Approve Orders within Item Planning Details Interface

Click on edit button in Suggested Order column header to open the view.

Suggested Order Column Opens

  1. Click on edit in the row to add a planned order (or)
  2. Go to the suggested order where you would like to modify or approve the suggested order.
    1. Click on the date, to change the due date
    2. Click on the quantity, to change the order quantity
    3. Click on drop down to change to an alternate supplier or location
    4. Click on link to add another order line to split the order per the following step

Splitting an Order Line

Splitting an order line is performed per the GIF below.

Edit (if required) and Approve

Click on the checkbox to approve the order line by clicking the checkbox

Apply Approval

  1. Click Save to Save the approval and/or changes
  2. You may cancel any changes made
  3. Or, you may Revert all the Changes back to the original suggested requirement by clicking Revert All Changes

Approved Orders Appear Replenishment Order Column

Approved Orders column turn Blue - Planner Action Detail

  1. If a filter has been placed, please remove the filter and select "Yes" in the approved drop down in order to view
  2. Click on Download to ERP to initiate the automated order creation process to your ERP (if enabled). Only approved orders are downloaded.
  3. Because we split an order line into two lines each from a different vendor, the approved reflect the edited values.
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