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User Guide

1. Streamline Client

2.Streamline Server

3. Starting Up

4. Connecting data

5. Demand and Sales Forecasting

6. Inventory Planning

7. Reference


7.10.3. Planned Orders Preview Dialog

In the dialog, you can:

  • sort the table by any column by clicking its header;
  • select which items to include in the purchase orders;
  • adjust the ordered quantity by editing the Qty column;
  • export selected purchase order lines to Excel by clicking the Export to XLSX or Export to CSV button; and
  • create purchase orders in your ERP or accounting system by clicking the Create button.

If you don’t use Streamline’s special data connections or create a project using the Database connection without exporting query configured, the Create button is inactive.

The Export to CSV button is specially designed to export very large tables.

Here is a list of all available columns that the dialog can display:

  • Supplier (if available) is the supplier code imported from the data source. In the case of the Database connection, the column shows the Supplier code.
  • Supplier's item code (if available) shows item codes in supplier's notation. This column is shown if the Supplier's item code is imported. The data from this column is used as the item codes in resultant purchase orders created by Streamline after you click the Create button.
  • Item code is the identifier of the product also known as SKU.
  • Description is the description of the item code.
  • Location (if available) is the destination site, the item should be delivered to.
  • Qty is the item’s amount that should be ordered. This column is editable.
  • Value is the item’s purchase value.
  • Order # is the ordinal number of a purchase order.
The Order # column has nothing in common with the purchase orders’ numbers in the connected system. It only shows some internal Streamline’s enumeration for purchase orders based on the [item; supplier] pairs. So that, if items have the same supplier (shown in the Supplier column), all of them get the same order number shown in the Order # column.
If you use one of the special data connections, Streamline creates a single purchase order in the system for all items having the same supplier in the Supplier column.
Some systems require providing a supplier code to create a new purchase order. If it is not set (the cell is empty in the Supplier column of this dialog), the PO won’t be created and, consequently, the item won’t be exported.

Next: Explain Inventory Dialog

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planned-orders-preview-dialog.txt · Last modified: 2022/02/15 21:31 by admin