Firm and blocked plan items
Using firming and blocking to help status your build
Overview
Firming and blocking are ways to status the plan item.
Firming is used to progress the item forward and signal to your team that it is ready to be purchased or put on a run. Using firm is useful when handing off to another member who will be the person to create the purchase or run.
Firming is used in some of our integrations with procurement tools to trigger a purchase request to be created.
On the other hand, blocked plan items indicate that the plan item cannot be progressed yet.
Some use cases for blocking include:
A supplier still needs to be sourced for the part
The drawing is not released yet
The procedure is not released yet
Comment and assignees
One of the major benefits of firming or blocking a plan item is that you can now leave comments and assignees. Once the plan item is firm or blocked, you'll see an option for assigning a user or adding/viewing comments (see below).
Rules for firm/blocked plan items
Firm plan items will always carry forward to the next Autoplan job until they are either "unfirmed" or converted into a purchase or run
Even if an item no longer has demand, it will carry forward every time Autoplan executes
Firm plan items are allocated after inventory and runs/pos
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