Using Master Planner Functionality

Select Master Planner tab

Now, if you click on “Show Opportunity Options”, you will get the following screen prompts:

You have the option to include opportunities (by clicking the box next to “Include Opportunity”) or to include active quotes (by clicking the box next to “Include Active Quotes”), but not both.  Once you select one of these options, you are prompted for “Filter By Fields”, which  lets you hone in on specifically which opportunities or active quotes to include in the Master Planner:

1. Probability options are:

1. –None—
2. “greater than” – by selecting this and putting a number in the “value” field, you are saying select those opportunities or active quotes what the probability of closing them are greater than the number (which will be considered a percentage) included in the value field.  As an example, you could “select those active quotes with a probability of closing of greater than 80%”.
3. “equals” - by selecting this and putting a number in the “value” field, you are saying select those opportunities or active quotes what the probability of closing them are equal to the number (which will be considered a percentage) included in the value field.  As an example, you could “select those active quotes with a probability of closing of equal to 80%”.
4. “greater or equal” - by selecting this and putting a number in the “value” field, you are saying select those opportunities or active quotes what the probability of closing them are greater than or equal to the number (which will be considered a percentage) included in the value field.  As an example, you could “select those active quotes with a probability of closing that’s greater than or equal to 80%”.

1. Probability Value – a numeric value that corresponds to the option chosen in “Probability”

1. Close Date options are:

1. –None—
2. “greater than” – by selecting this and putting a date in the  “value” field, you are saying select those opportunities or active quotes where the possible closing date is greater than the date included in the close date field.  As an example, you could “select those active quotes with a date greater than 05/10/2011”.
3. “equals” - by selecting this and putting a date in the “value” field, you are saying you are saying select those opportunities or active quotes where the possible closing date is greater than the date included in the close date field.   As an example, you could “select those active quotes with a date equal to 05/10/2011”.
4. “greater or equal” - by selecting this and putting a date in the “value” field, you are saying you are saying select those opportunities or active quotes where the possible closing date is greater than or equal to the date included in the close date field.   As an example, you could “select those active quotes with a date greater than or equal to 05/10/2011”.

1. Value – a date in mm/dd/yyyy format

Now, you can click on any of the items shown in the Master Planner screen and be shown the Allocations/Requirements Grid for it:

By clicking the checkbox next to Include Opportunities (you also have the option to select what types of opportunities – see explanation of “Include Opportunities” above), you will display all opportunities that match the criteria for “Probability options”  and “Probability Value”.

The fields that appear in allocations/requirements grid lines are:

1. Type – the type of requirement

1. Opportunity – an opportunity was created for this item
2. Sales Order Line – a sales order line was entered for this item
3. Purchase Order Line
4. BOM/Production Work Order – as a result of a production work order for a higher level assembly, this requirement occurred
5. BOM/Purchase Order Line –
6. BOM/Sales Order Line