homepage

Phase Planning Lines

To view all Lot Planning Lines of the Phase, select the Phase in page "Phases" and run action "Phase Planning Lines".

The action opens the page "Phase Planning Lines", which has the following actions:

  • Create Work Orders.
  • WO Card.
  • Create POEs.
  • Report as Done.
  • Complete.
  • Re-order.
  • Assign Vendor Contract.

Actions "Create Work Order", and "WO Card" are described in section Work Order Vs. Purchase Order.

Action "Create POEs" is described in section Upgrades and Extras.

The page "Planning Lines" is also available from the "Search" or a Role Center. It shows Planning Lines in the scope of the whole company.

Report as Done

This action allows to change the Progress Status of selected Planning Lines to 'Reported' to signify that the Vendor reported the completion of the Planning Lines. This step is optional.

If all Planning Lines of a Work Order get Progress Status 'Reported', the Work Order gets Status 'Reported'.

The completion of the Planning Lines is to be done by Site Super with the action "Complete" to signify confirmation of completion.

Complete

This action changes the Progress Status of selected Planning Lines to 'Completed'. On completion of a Planning Line, if all Planning Lines of a Work Order are completed, the Work Order gets completed. If all Planning Lines of this Task are completed, the Task gets completed.

Re-order

The action changes the Progress Status of the selected Planning Lines to 'Ordered'. The Work Orders where the Planning Lines belong change their Status to 'Issued'.

Assign Vendor Contract

When Planning Lines get created, Vendor No. and Vendor Contract No. are assigned from the corresponding Phase Items. However, there can be situations when you need to change the Vendor Contract for some planning lines. For example, you may contract two vendors to do roofing on a phase. Or you may fire a vendor and contract another one.

This action allows a user to assign a Vendor Contract to the selected Planning Lines. Select Planning Lines with the Designation 'Single Item' or 'Component' and run the action "Assign Vendor Contract".

In the pop-up page, enter "Vendor No.", then "Contract No." and press "OK".

Note
  • When a Vendor Contract is assigned to a Planning Line, its Unit Cost gets retrieved from the corresponding Contract Revision Item.
  • Vendor Contract cannot be assigned if the planning is completed or is part of a Work Order.
Note

To see the "big picture" interplay between Workflow Tasks, Construction or Selection Packages/Color Charts, Models, Planning Lines, and Purchase Invoices, visit Task-Item-Purchase Invoice Linking Help File article. You will find an informative diagram and links to areas you might want to explore in detail.