Use the Planned part transactions form to view the planned changes for the selected part. The transactions can be either stock transactions or 'to order' transactions. The Planned part transactions form therefore provides a complete overview of all information that is relevant to planners and purchase employees.

The transactions displayed on the screen can be subdivided into deductions and additions, including MRP orders ('Production' type, 'Offer' status type), and result in a planned stock at a particular date. The nettable stock serves as the starting point. The nettable stock includes all stock of a part that has the 'Available for order point method and MRP' attribute. This attribute (and the other stock attributes) are displayed on the Stock form.

The following situations are marked with red:

• Transactions in the past
• Transactions resulting in planned stock below the minimum stock level.

Use the fields in the Selection section to specify how the transactions are to be displayed:

• Including/excluding forecasts
• Including/excluding blocked stock
• Show/hide stock transactions
• Show/hide 'To order' transactions

Part transactions when stock of part revisions is interchangeable

If you are using revision management and the stock of part revisions is set to be interchangeable, the part transactions of all revisions of the part are displayed. If the setting is not enabled, only the part transactions of the relevant revision are displayed.

Note: 'To order' transactions have no impact on the planned stock.

Tip: If the Include blocked stock check box on the Planned part transactions form has been selected, the planned stock will be calculated taking into account any blocked stock. You are recommended to select this check box, because blocked stock is also taken into account when MRP or the order point method is used.

Note: Whether or not purchase requirements are shown, and if they are shown, whether all or only authorized purchase requirements are shown, depends on a setting in the General Settings module. If you choose 'Never' for the Include purchase requirements in expected stock option, purchase requirements will not be shown. If you choose 'Authorized purchase requirements', authorized purchase requirements will be included. If you choose 'All purchase requirements', all purchase requirements will be displayed on the form.