Update the planning status of a part list

Update the planning status of a part list and control the release of the part list items for production or procurement.

Prerequisites

Before you begin, complete the following:

• Ensure you save all the changes in the part list.

• To update the planning status to Partly Planned or Totally Planned, ensure you update the Cost Account field (for projects with Use Cost Accounts in Material Control checkbox selected in the s10001 Projects screen) and the System field of all the part list items.

To update the planning status of a part list

1. Navigate to the s21000 Part Lists screen.

2. To refresh the screen, select the F5 key

3. In the Part Lists grid, select a row.

4. On the s21000 menu, in the Status group, from the Planning dropdown, select one of the following:

   • Not Planned: The part list is not planned. The part list items are not available for view in the pallet list and not available for addition to the Delivery Request List (DRL) from the s21001 Delivery Request Lists screen.

   • Partly Planned: The part list is partially planned. The part list items are available for addition to the DRL from the s21001 Delivery Request Lists screen.

   • Totally Planned: The part list is totally planned. The part list items are available for addition to the DRL from the s21001 Delivery Request Lists screen.

5. (Optional) To revert the status update, on the s21000 menu, select Revert.

6. To save the changes, on the Home menu, in the Record group, select Save.