Setups

In order to be able to use the functionalities of the operation plans, the necessary basic setups must be made.

Packaging-Feature

To be able to use operation plans, the corresponding feature must be activated. To do this, enter the term Packaging Features in the search. In the list of features you will find the Operation plans feature. Select it and perform the Activate action. After that you can find all the operation plan features in the search.

Packaging Setup

In the search, enter Packaging Setup. In the packaging setup, scroll to the tab Storage Fee. In the fields Price Lists No.-Series and Operation Plan Template Number Series you now enter new number series, if no valid number series has been entered yet.

Note

For the allocation of the costs to an account you enter additionally an account in the field Storage Fee Account.