Auto-firming

Completed

Auto-firming is the process of releasing a planned order and converting it into a purchase order, transfer order, or a production order. With master planning, planned orders can be firmed during a plan run when the date is within the time fence for firming.

Set up the firming time fence

The firming time fence is calculated forward from the run date of the plan. It’s defined by the number of days that are entered.

The firming time fence is first defined by the coverage group in Master planning > Setup > Coverage > Coverage groups, on the Other FastTab in the Automatic firming time fence (days) field.

 Screenshot of Automatic firming time fence (days) field.

The number of days that are entered in the coverage group can be overridden by modifying the Item coverage in the item and then selecting Override time fences.

 Screenshot of the Override time fences field.

You can also override the individual or group coverage by going to the master plan, going to the Time fences in days FastTab, setting Firming to Yes, and then entering the time in days.

 Screenshot of the Time fences in days FastTab.

When a master plan is run that uses Planning Optimization, the auto-firming process is automatically enabled.

Watch the following video for a demonstration of how to use auto-firming on a planned order.