MANAGE PLANNERS

Use this screen to establish and maintain planner information. If you selected the Netting Group option in the Planner Assignment group box on the Configure Production Control Settings screen, planners should also be loaded for all netting groups. Set up this screen before entering manufacturing orders and modify it when required.

Location

Table Window

Planner ID

Enter the ID you want to assign to the planner. This ID can have up to 12 alphanumeric characters and cannot begin with a space character.

Employee

Enter, or use to select, the employee ID of the planner. You can assign an employee to more than one planner ID.

Name

This field displays the name of the employee.

Organization

Enter, or use to select, the organization ID associated to this planner.

Org Abbrev

Enter, or use to select, the abbreviation of the organization associated to this planner. If you entered an ID in the Organization field, its abbreviation displays.

User

Enter, or use to select, the Costpoint user ID of the planner.

Active

Select this check box if planner is currently active.

Subtasks

Subtask

Description

Selected Inventory Projects

Click this link to assign a planner to specific inventory projects.

Selected Netting Groups

Click this link to assign a planner to specific netting groups.

Selected Commodities

Click this link to assign a planner to specific commodities.