Enter Planners

Explanation

Use this activity to view, add, or delete planners for inventory parts. A planner is a person responsible for part availability. You must select a planner whenever an inventory part record is created, so planner records must be created in system before any inventory part records can be created. The task of creating planner records is to be performed by a system administrator or equivalent person.

Planner codes can be used to group inventory parts by areas of responsibility, for example, you might have certain planners responsible for raw materials, others responsible for electronic equipment, others responsible for service parts, and others responsible for a very narrow range of parts, depending in their individual areas of expertise. Note that the person with the role of planner cannot enter purchase orders. Only those who are entered as buyers in the system can enter purchase orders.

Prerequisites

This activity requires that the intended planner must have been entered on the Person page in IFS/Enterprise.

System Effects

As a result of this activity: