Carry out planned orders
Everything a planning run produces is a proposal. Carry Out is where the proposal stops being one: each selected planned order becomes a real supply document that someone downstream can act on — a purchase order a supplier receives, a manufacturing order the floor builds to, a transfer that moves stock between warehouses.
It's the only step in the whole planning area that can't be reversed, so it's the one worth being deliberate about.
Carry Out cannot be undone. A released planned order can't be dismissed, can't be edited, and is left alone by every later run — it's the record linking the plan to the document it created. If you carry something out by mistake, the fix is to cancel the document it produced, not to reverse the release.
Before you begin
- You need a completed run selected on the Workbench, with the orders you want to release visible in the table.
- You need the Release permission under MRP Planning in Roles & Permissions. It's deliberately separate from viewing the plan and from running it, so a planner can work the plan all day without being able to commit it. Without it, Carry Out (Release) is unavailable and its tooltip says so — ask an administrator rather than looking for another route.
- Each order needs whatever its supply type is made from: a supplier for Buy, an active recipe for Make, a source warehouse for Transfer. Orders missing one are skipped rather than released — see the skip reasons below.
An order does not have to be firmed or accepted first. Those are review tools, not gates. See Firm and pin a planned order.
Steps
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Go to Manufacturing → Planning, then open the Workbench.
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Select the orders you want to commit. You can mix supply types freely in one selection — each row is turned into the right kind of document.
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Click Carry Out (Release) in the bulk action bar.
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Read the confirmation. Carry Out Planned Orders names both the count and exactly what it's about to create, for example "Carry out 3 planned orders? This will create 1 purchase order, 1 manufacturing order and 1 warehouse transfer." — listing only the document types actually in your selection. It also restates that released orders become read-only and that carry-out can't be undone.
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Click Carry Out.
Each released row's State becomes Released, and its Released Order cell fills with a link to the document it created. Click through to open the purchase order, manufacturing order or transfer directly.
What each supply type becomes
Every document is created as a draft, so nothing reaches a supplier or the shop floor until someone approves and sends it through the normal path for that document.
| Supply type | What you get | Details |
|---|---|---|
| Make | A draft manufacturing order | Built from the recipe on the planned order, scheduled to start on the Release Date and finish on the Due Date, so the timing the plan worked out survives into execution. |
| Buy | A draft purchase order per supplier | Lines for the same supplier are consolidated onto one order. Orders going to different warehouses, in different currencies, or due on different dates stay separate, because a purchase order carries one delivery date and one currency for every line on it. |
| Transfer | A draft warehouse transfer | Moves stock from the source warehouse into the warehouse that needs it, with the plan's due date as the expected arrival. |
A pinned Firm Qty is what gets ordered, and a pinned Firm Due Date is the date the document promises. Where nothing is pinned, the engine's own Qty and Due Date are used.
A Buy carry-out may add its lines to a purchase order that already exists rather than creating a second one — but only to a draft or open order for the same supplier, warehouse, currency and delivery date that nobody has submitted, received against, or invoiced. An order already on its way to a supplier is never touched.
Reading the result
The message that follows a carry-out reports two numbers: how many orders were released, and how many were skipped with the reason for each group. A result like "5 planned orders released, 1 skipped (no supplier on the buy order)" means five documents exist and one row is still sitting in the plan waiting for you.
One unusable row never costs you the rest of the batch. Everything that could be released is released, the skipped rows are left exactly as they were, and you can fix them and carry them out again.
Why an order is skipped
| Reason | What it means, and what to fix |
|---|---|
| "demand warehouse cannot receive supply" | The order is planned at a location that can't take a receipt — a supplier or virtual warehouse, or one a sales channel manages and replenishes itself. Plan the item at a stocking warehouse you receive into; a channel-managed location is replenished by sending stock to it, not by ordering into it. |
| "no supplier on the buy order" | Nothing says who to buy from. Set a Supplier on the planned order with Edit, or give the product a supplier so future runs carry one through. |
| "no recipe on the make order" | The product has no active recipe to build from — often because the only one is still a draft. Publish a recipe, then set Bill of Materials on the planned order. See Create a recipe (BOM). |
| "no source warehouse on the transfer" | Nothing says where the stock should come from. Add a transfer lane into this warehouse, or set a Source Warehouse on the planned order. See Plan replenishment across warehouses. |
| "could not be carried out — see the logs" | Something unexpected stopped that document being written. Nothing was created for the row and nothing else in the batch was affected. Try it again on its own, and if it keeps failing, contact support — the cause is recorded. |
The first four are setup gaps, and each is fixable from the plan itself. Fix the cause, select the row again, and carry it out.
Very occasionally a whole carry-out fails instead of skipping rows — usually because two people committed overlapping selections at the same moment. Nothing is created when that happens. Reload the plan and try again.
After a carry-out
A released order behaves differently from the rest of the plan, in ways that are easy to mistake for problems:
- Re-running the plan leaves it alone. It's no longer a suggestion, so the engine neither recalculates nor removes it. The document it created counts as supply in later runs like any other open order.
- It can't be edited. Opening it with the pencil shows a read-only dialog pointing at the document instead. Change the purchase order, manufacturing order or transfer.
- It can't be dismissed. If a dismiss selection includes a released row, the whole action is refused and you're asked to untick it — discarding the row would erase the only link between the plan and what it produced.
If a carried-out order turns out to be wrong, cancel or amend the document itself. The planned order stays behind as the record of where that document came from.
Next steps
- Build with a manufacturing order — what a carried-out Make order becomes
- Firm and pin a planned order — settle a quantity or date before committing to it
- Planned, firm and released — why release is the irreversible state
- Work the exceptions inbox — what the run wants you to look at before you commit anything
- Exports, imports and permissions — who can view, run and release