Add and configure a Planning state transition

A state transition defines when the state Planning record changes status after a certain event triggers. At this time, a valid trigger is:

• InventoryFinalized - The completion of the Inventory finalization process triggers associated Planning records to change status.

Important: Be aware that when a Planning record transitions to the Active state, this triggers any configured Actions for the Planning reporting point.

Guidelines

• The State Transitions folder is empty when you first add a Planning reporting point.

• You can add as many state transition items as you require.

To add a state transition

1. Under the Planning reporting point, right-click the State Transitions folder, and click Add State Transition. A new state transition item appears.

   

2. Rename the state transition with a meaningful name.

3. Configure the properties. For guidance in configuring the properties, see Planning state transition properties.

Related topics

• Finalizing data

• How to set up Planning

• Add and configure a Planning reporting point