Operation Plan Templates

General

Operation plan templates are used to automatically preassign handling cost types for packagings in the various inventory movement documents. This has the advantage that warehouse staff do not have to manually add the handling costs types incurred for each operation. However, they generally have the option to edit accrued handlings and add new ones manually. For more information, see the explanations of the operation plan lines.

Setup

Template Header

In the search enter Operation Plan Templates List. On the new page you will see an overview of all operation plan templates. Now click on the New action. The page view of an operation plan template will open. The code fills in from the number series stored in the Packaging setup. You can now select a suitable description for this template. In the field Applies-to Type you have several choices:

  • Packaging project
  • Customer
  • Customer Handling Costs Group
  • All Customers

Select here for for which type the operation plan template should take effect. Now enter the unique number for this type in the field Applies-to No. (except for Applies-to Typee All Customers).

In the field Handling Cost Movement Type you have again a selection option. Here you specify the inventory movement document for which the template should apply:

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

You can now optionally enter a start and end date for the template in the fields Starting Date and Ending Date. The template will only be used in the period within the two dates. If you have not stored a time, the template will be valid until you deactivate it again.

This leads us to the Status field. You have the following choices:

  • Draft
  • Inactive
  • Activ

When you create a new operation plan template, it is initially in the Draft status. To use the template, you can set it to Active. Since no lines have been stored yet, leave the operation plan template in the Draft status. You can explicitly deactivate an active operation plan template by using the Inactive status.

Template Lines

In the template lines you can now link the handling cost types with packing types. These will then be entered in the inventory movement document specified in the header, if the packing type is entered in the line of the corresponding inventory movement document. Here you have the choice between:

  • Packing Good
  • Package
  • Container
  • Handling Unit
  • Customer Item (only if used)
  • Current Document Type

Special mention should be made here of the Current Document Type option. You can select this option if there are handlings that are not directly related to a packing type, but are general for the inventory movement document.

Warning

You cannot select this option for the container order and the transfer order. There is no exact assignment to a customer for the whole document. Thus, the handlings would not be assigned unique and would distort the price calculation. To avoid this, you can split the general handling to the different packagings in the template.

In the field Handling Cost Type you can now select and enter the handling cost types you have previously set up. The description fills automatically from the description of the handling cost type, but can be overwritten.

In the Duration field, you can enter the time spent for this handling cost type in hours. This value is relevant if you want to have the prices for the handling cost types calculated according to time.

Note

After all lines have been set up, now switch the template to Active.

Copy-Function

You can use the functionality Copy... to create a new template and copy all the values from an existing template. You perform this functionality by clicking the following actions:

  1. Actions
  2. New Document
  3. Copy...

You will be shown a list of all existing templates. You can now select a template and confirm the selection. Now all settings from the selected template have been transferred to the current template.