Inventory Consumption Plans

Overview and Settings

Inventory consumption plan records planned internal consumption of goods that are not intended for sale, but are used to meet the needs of the enterprise. This document will allow you to predict the volume of goods to ship (write off) to meet the internal needs of the enterprise.
To enable inventory consumption plans, go to Master data and settings > Budgeting and planning and select the Inventory consumption plans checkbox.
Inventory plan checkbox.png
You can break down inventory consumption plans by Business unit, Warehouse and Assignment.
Plan.png
The following operands and sources used in plan population options become available if the plans are enabled:
  • To fill in plans from formulas: Inventory consumption plans, Actual internal consumption, and Inventory consumption plans with filter.
  • To fill in plans by planning data sources: Internal consumption plans and Actual internal consumption.
You can create purchase plans by deficits received from inventory consumption plans.

Registering Inventory Consumption Plans

To create an inventory consumption plan:
  1. Go to Planning > Inventory consumption plans.
  2. Click Create.
  3. On the Main tab, specify the Scenario and Plan profile. For details, see Planning Master Data.
  4. Specify the planning Period.
  5. If applicable, specify the Business unit, Warehouse and Assignment (depends on the plan profile settings).
  6. On the Goods tab, specify a list of items. You can fill in the document automatically using the following commands:
If Fill in by sources population option is selected in the plan profile:
  • Click Fill goods > By filter... to fill items using goods selection tool by any parameters (item, warehouse, price, retail format, and so on). OR
  • Click Fill goods > By custom rule. It will open the Fill in plan form where you can set the data source to fill in the quantity. The sources for filling in the quantity are planning data sources.
If Fill in using formula population option is selected in the plan profile, click Fill in goods. It will open the Fill in plan form where you can:
1)Fill in items:
  • By the flag of write-off as expenses. Goods that have ever been written off for internal needs will be added to the plan.
  • From formula. Items will be received from the operands specified in the formula below.
  • By filter. Allows you to fill in items by the arbitrary filter set in the document.
2) Fill in quantity using the formula.

To import lines from the spreadsheet:
  • Click the Import from external file icon.
  • In the import from external file form, paste data copied from the spreadsheet.
  • Click Next. The system will automatically parse all the data pasted and fill in the form with the system master data.
  • Review and amend the information and click Move and close. The system will automatically fill in the form.
7. Set the document status to Confirmed.
8. Click Post and close.