Set up the planned purchase order queue for recommended changes to existing purchase orders

This feature is only available if you have the optional module Planning and Scheduling activated. You also must be using M2M Planning as part of your material planning.

There are many areas in Made2Manage where you must make decisions on how you will handle the planning of buy materials. The planned purchase queue handles all the planning functions associated with purchasing parts.

Use the Planned Purchase Queue Setup (CSPLNPOQ) page to set up the planned purchase order queue for newly planned purchase orders, for handling the change recommendations for existing purchase orders, and for started and awaiting approval purchase orders.

To set up the planned purchase order queue for started and awaiting approval purchase orders

1. Open the Planned Purchase Queue Setup (CSPLNPOQ) page.

   • Select Utilities > Company Setup > Module Setup > Planned Purchase Queue Setup.

     Or

   • Search for CSPLNPOQ or Planned Purchase Queue Setup in the Navigation box and then select Planned Purchase Queue Setup.

     The Planned Purchase Queue Setup (CSPLNPOQ) page appears.

2. Click the Recommended Changes to Existing POs tab.

   In the User Name field, Default is displayed and applies to settings for all users with access to the Planned Purchase Queue (PLNPOQ) page.

   1. To setup specific settings for all users:

      • If only New is available on the Toolbar, no settings have been established for the Default user. Click New and make your selections based on how you want the PLNPOQ tabs displayed for ALL users.

      • If you can make changes to the settings that have been established for the Default user. Change your settings for ALL users when they access the PLNPOQ.

   2. To set up specific settings for a single/specific M2M User:

      1. On the Toolbar, click Browse, and select that M2M User Login from the Browse For Planned Purchase Queue Setup window.

      2. When that M2M Login is showing in the list, click New and enter the settings/selections you want applied to that User Login only.

      3. If you can make the changes to the settings/selections have already been entered for this single/specific User Login. Click to change the settings for that specific/single user login.

3. Select or clear each check box to display or not display the option on the Planned Purchase Queue (PLNPOQ) page. Items not checked will be grayed out on the PLNPOQ page.

   • Select the Highlight Recommendations to Expedite Purchase Orders check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

     To change the color that these items will be highlighted in, click the arrow at the end of Highlight Color field and select a different color. Follow this instructions for the rest of the bulleted items.

   • Select the Highlight Recommendations to Delay Purchase Orders check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

   • Select the Highlight Recommendations to Delete Purchase Orders check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

   • Select the Make From Qty & To Qty Italic, if To Qty < From Qty check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

   • Select the Font Color for Planned Purchase Orders having Started Status check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

   • Select the Font Color for Planned Purchase Orders having Awaiting Approval Status check box to display those items highlighted in the selected color on the Planned Purchase Queue (PLNPOQ) page.

4. On the Toolbar, click Save.

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