Create Purchase Orders with the Planning Worksheet

Excise Duty Management  •  Article  •  4/29/2023  •  2 min
  1. Select the Search icon , enter Planning Worksheet, and then choose the related link.
    The Planning Worksheet page opens.
  2. On the action bar, go to Actions > Functions > Other > Calculate Regenerative Plan.
    The Calculate Regenerative Plan page opens.
  3. Fill in the fields as necessary.
  4. Click OK. The batch job runs and then the planning worksheet is populated with the planning lines.
  5. On the action bar, go to Process > Carry Out Action Message.
    The Carry Out Action Msg.- Plan. page opens.
  6. In the Purchase Order field, specify how you want to create purchase orders.
  7. Click OK.
    The lines are cleared in the Planning Worksheet once the purchase orders are created.
  8. Go to the Purchase Orders page and select the required Purchase Order.
  9. On the Lines FastTab, go to Line > Excise Duty > Excise Data to view the Excise Data.


You can use the Promised Receipt Date field on the Purchase Order to set up the order. This field is left blank when a purchase order is created. This field must be populated with the Order Date, if the setup is on that field.