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[Jessica Murphy]

I’ve got a couple of customers where they order the exact same item each week.  We’ll get a blanket Order, and just ship x amount each week until their order is complete.  

How do you put these orders into a Sales Order to drive Master Planning?  Do you make a line for each week?  Do you create a sales order for a lump sum and split it in planned production orders?   

I’m trying to figure out the easiest way to do it.

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Jessica Murphy
Master Planner
Goodwill Industries of Central Indiana
AX2009 Operations & Maintenance SIG Leader
Indianapolis IN
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[Andrew Lencsak]

Hi Jessica,
In 2009, I think your best bet is what you referred to or trying to use a forecast per week to drive production. If using a forecast, you’d may want to consider things like having a separate plan that doesn’t include inventory transactions or on-hand so it always tells you to make per the forecast regardless of all the other “noise” or supply.

In 2012, they have something called a delivery schedule which is similar to blanket orders in the sense you have one total quantity, but you can then split it into many lines each with their own delivery date. I am almost(!) sure this wasn’t available in 2009, but would be a relatively simple mod. if needed.

Hope this helps!

Thanks
Andrew

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Andrew Lencsak
Senior Application Consultant
eBECS US
Nashua, NH
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[Jessica Murphy]

Andrew, 

Do you know of any recordings or articles that show how to set this up?  We currently only have one plan.  I’d like to test it in the test company.

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Jessica Murphy
Master Planner
Goodwill Industries of Central Indiana
AX2009 Operations & Maintenance SIG Leader
Indianapolis IN
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[Andrew Lencsak]

Hi Jessica,
Not sure if there are recordings or documentation anywhere, but you would have your other master plan with the circled tickboxes on that Master plan NOT selected:

then you would also have a forecast plan tied to this master plan to pick up the Sales forecast per week that you enter against the customer account:
(sorry for the 2012 screenshot, my 09 env. was down but this form is the same)

It may be overkill for what you’re aiming for but it does the trick.

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Andrew Lencsak
Senior Application Consultant
eBECS US
Nashua, NH
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[Jessica Murphy]

Is anyone else interested in setting up multiple plans and how to use them?

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Jessica Murphy
Master Planner
Goodwill Industries of Central Indiana
AX2009 Operations & Maintenance SIG Leader
Indianapolis IN
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