I noticed that we have the Planner defined on Product Group Maintenance for all of our product groups. I was expecting this to be the default planner when I create a new part/site record for the corresponding product group selected on the part maintenance screen. Is there something I’m missing? Or is it just simply not setup that way? I can easily make a BPM to do this for me… I just want to understand the business logic before I go hog wild. Anyone?
If you define the planner in the Product Group, you do not need to populate the planner on the Part/Site record UNLESS you want to override the planner in the Product Group. By default, the system FIRST looks in the Part/Site record (PartPlant table) and if nothing define, it then looks at the Product Group.
The same thing for the BUYER… the system first looks in the Part/Site for the buyer, and if blank, it will look in the PartClass table. If blank there, then the system falls back to the default buyer.
My recommendation is to always leave the Part/site record blank for these and that allows for quick change of the planner/buyer in one record rather than going to all 10,000 parts (or 100,000 parts) and changing the planner/buyer when a staff change is happening.
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Oh that makes perfect sense! Thank you!