Screenshot:Planning Method

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Planning Method

Define how transaction types will be dealt with in the application.

Header

Create a planning method.

• Organization : Organizational entity within client
• Name : A non-unique identifier for a record/document often used as a search tool.
• Description : A space to write additional related information.
• Active : A flag indicating whether this record is available for use or de-activated.
• Planning Method
• Client : Client for this installation.

Lines

Add transactions to be included in your plan. Each transaction is shown on its own line.

• Line No. : A line stating the position of this request in the document.
• Transaction Type : A distinct set of characteristics or processes.
• Weighting
• Days from Start
• Days to End
• Active : A flag indicating whether this record is available for use or de-activated.
• Planning Method Line
• Planning Method
• Organization : Organizational entity within client
• Client : Client for this installation.

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