Operation Plan Lines

General

The operation plan lines are used to link handling cost types with a packaging in an inventory movement document and to make these incurred handling costs billable. The user can either create the operation plan lines manually or have them entered automatically by using Operation Plan Templates. When posting the inventory movement document, the operation plan lines are transferred into billable entries.

Setup

To access operation plan lines, open an inventory movement document from the following list:

  • Packaging Receipt
  • Packaging Shipment
  • Packaging Container Order
  • Packaging Packing Order
  • Packaging Transfer Order

For the receipt and shipment the user has to fill the fields Owner Type and Owner Name with customer information before opening the operation plan lines. In the packing order the fields Customer Number and Customer Name must be filled.

You can now access the operation plan lines by clicking on the action Related and then on Operation Plan. You will now see the operation plan lines for the respective inventory movement document. When entering manually, be sure to always enter an owner in the field Owner No. so that any handling that occurs can be invoiced correctly. Optionally, you can also enter an associated packaging project and packaging project task no. in the fields provided.

Tip

Optionally, the work time used can be entered in hours in the Duration field. The date describes when the handling was incurred.

In the case of the packaging types, as with the operation plan templates, you have the choice between the different packaging types and the type Current Document Type. This option cannot be selected for the container order and the packaging transfer order. As in the templates, general handlings have to be split to the packaging lines.

In the field No. the unique number of the packing is specified. If you have selected the Package Type Current Document Type, leave this field empty.

Now select the handling incurred for the packaging type in the Cost Type Code field. The description is filled automatically, but can be overwritten manually.

Warning

You can manually adjust the operation plan lines, which were entered automatically by the templates, before posting. After the posting process, this is no longer possible.