# Generate Supply Plan

1. The workflows are available from a dropdown in navigation bar. Click on Generate Supply Plan.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00De7eMlpr9N-ozfH7%2F-M00G7i5IzhH2jKzvH-o%2F2020-02-13%20at%205.16%20PM.png?alt=media\&token=4876f001-be6d-4afd-bbfa-2e8e6c36f1cf)

2\. You will see a summary of the steps you are about to be walked through. 

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00De7eMlpr9N-ozfH7%2F-M00GGyWOQK3XseH3F4d%2F2020-02-13%20at%205.16%20PM.png?alt=media\&token=b6293786-3ef0-4e93-ae77-f59c7bdab9ab)

3\. Update the **Plan Start Date** and click the Next button.

{% hint style="info" %}
Typically, this is set to the Monday date of the week.

Note: If EZplan is being fed data via interfaces from other source systems (e.g. ERP), part of the process of updating EZplan will be setting this **Plan Start Date**.
{% endhint %}

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00De7eMlpr9N-ozfH7%2F-M00GXZzpL5-Ac1wCUaF%2F2020-02-13%20at%205.17%20PM.png?alt=media\&token=8924abca-f2e2-4f9e-ac11-8cd3c63e7c48)

4\. Review any Firm Production Plans and modify them as needed and then click the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00IAei-UEerKNP0Ntr%2F-M00IxGxl22-lqKQdAGW%2F2020-02-13%20at%205.28%20PM.png?alt=media\&token=b140c4b8-a520-4729-aced-4c9f3df28ddc)

5\. Review any existing Purchase Orders and modify them as needed and then click the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00IAei-UEerKNP0Ntr%2F-M00J6VXzkzdbn0L2vlW%2F2020-02-13%20at%205.29%20PM.png?alt=media\&token=c461ef9f-1552-4b9a-a2c4-ecf8725767e8)

6\. Review any existing Distribution Orders and modify them as needed and then click the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00KxqwPCoZ0A7oWZ_P%2F2020-02-13%20at%205.36%20PM.png?alt=media\&token=de0e23e2-b3d0-4227-9e1d-c7dcf9eec9ae)

7\. Review any existing Sales Orders and modify them as needed and then click the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00L57KLAyPFOhrpwL4%2F2020-02-13%20at%205.37%20PM.png?alt=media\&token=964fa5fc-4e09-498a-8f9e-76e105c3a0d8)

{% hint style="warning" %}
Depending on how many sales orders have been loaded, this page may take some time to completely load. 
{% endhint %}

8\. Review the inventory per Item\@Location and modify as needed and then click the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00LQ1kedrJ9-8QgU6c%2F2020-02-13%20at%205.38%20PM.png?alt=media\&token=6176ccb4-8f4c-4a78-b889-1bd4219f9d1f)

9\. To run Supply Plan all at once, select all the Item\@Locations to run, select the duration, click on Check Data button and then click on the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00M06dQOHy3Oh3jHy0%2F2020-02-13%20at%205.39%20PM.png?alt=media\&token=2683649c-14fb-4de2-a65d-0f89e7c943b8)

10\. Have the job send you an email once it is done by clicking on the "Send email" checkbox.  Then click on the "Run Supply Planning" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00MWlgPkcvM4pHFdPY%2F2020-02-13%20at%205.42%20PM.png?alt=media\&token=efbfeac9-c7d3-4067-a872-9e08cf7d26fa)

11\. After the job is complete, this next screen informs of you how the job ran.  Click on the "Next" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00KcJrYJyyZBoUGPXO%2F-M00MxWE9nodpavuOaCk%2F2020-02-13%20at%205.45%20PM.png?alt=media\&token=ef1633d1-3a2e-4a33-8ada-803d0ca659ff)

12\. This next screen gives you a quick overview of the types of plans that were created over time.  Click on the "All Done!" button.

![](https://211546618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M00DX8qsNsKP3lSm7ec%2F-M00N-6znGw-93soJY5o%2F-M00NGGpsPva1QM4dRoP%2F2020-02-13%20at%205.46%20PM.png?alt=media\&token=65d179c7-8b6e-48c3-8443-551b02286c95)