Planned order quantities match the required quantities, and are adjusted if scrap/yield percentages are included in the planning process (select the Incl Scrap/Yield % in Planning Process check box in the Configure Production Control Settings screen in Costpoint Production Control). If the part's inventory unit of measure = each, quantities are rounded up to the nearest whole number.

This is the date the manufacturing order or purchase order must be received from the shop or vendor in order to meet the planned available date determined by Costpoint Material Requirements Planning. If the planned order is to be purchased, Costpoint determines the due date by subtracting the purchasing receiving and purchasing inspection lead times from the need date. If the planned order is to be made, Costpoint determines the due date by subtracting the manufacturing stocking lead time from the need date. If the lead-time calculation is based on shop days instead of the standard calendar (the Shop Days option is selected in the Configure Production Control Settings screen in Costpoint Production Control), the system subtracts the number of lead-time days from the shop day number corresponding to the requirement need date (if the need date does not fall on a shop day, it uses the next earlier day).

For a purchased part, the ship ID will correspond to the one in the planned order warehouse. If a ship ID is not available there, the default ship ID from the Configure Purchasing Settings screen in Costpoint Purchasing will be used.

This is based on the planner corresponding to the demand. If a planner is not defined there, the planner assignment will be based on the Part,  Inventory Project,  Netting Group, or Commodity (as selected in the Configure Production Control Settings screen in Costpoint Production Control). If a planner cannot be assigned by this method, Costpoint will use the default planner from the Configure Material Requirements Planning Settings screen for the planned order.

For a purchased part, the preferred vendor (from the Vendor field on the Assign Vendors to Items screen in Costpoint Product Definition) will default in as the vendor for the planned order.

For a purchased part, buyer assignment is determined in the Requisition Settings screen in Costpoint Procurement Planning. If buyers are assigned by Proj/Acct/Org, the default buyer for the planned order will be based on the buyer ID associated with the proejct planning group corresponding to the planned order inventory project. If that is not available, it defaults in from the planned order inventory abbreviation's material account/org. If buyers are assigned by Commodity code, the buyer ID associated with the commodity code of the planned-order part is used. If buyers are assigned by Item/Misc Type, the buyer ID associated with the part is used. If the buyer is assigned by Preferred Vendor, and a vendor has been assigned to the planned order, the buyer associated with that vendor is used.

Planned orders will use the inventory abbreviation corresponding to that of the requirement. If the Active Code = N (Inactive) or O (Outgoing only), inventory can be moved only out of this inventory abbreviation; an exception message will be generated, but the planned order will still be generated.