With the automations in this article, you can ensure that orders are automatically scheduled to a phase in your planning board, based on the creation or due date. So with this, you no longer have to drag and drop orders from the backlog into planning yourself, it happens automatically.
Plan automatically when a collection is created
With this automation, you ensure that a collection you create in the backlog is automatically scheduled at the desired stage.
When collection is created, plan collection on stage something on something plus/minus number of workdays
The conditions you set here are the stage and when you want it planned. First, you choose which stage you want to plan the collection on. Then you set when the collection is planned, by choosing creation or due date plus or minus a certain number of days.
Plan automatically when collection is duplicated from other planboard
When you use the automation to duplicate collections to another board, you can also plan these collections automatically.
When collection is cloned to the backlog, plan collection at stage something on something plus/minus number of workdays
The parameters you set are stage and date plus/minus number of workdays. Choose which stage of your planboard you want the duplicated collection to be plannend on. Then choose whether you want to plan on the original due date, or on the creation date plus/minus number of workdays.
Plan automatically based on order type
With this automation, you can ensure that orders from your linked ERP system are automatically planned by the latest delivery date in a stage of your planboard. The order types are:
- Production orders
- Purchase orders
- Sales orders
- Quotes
- Projects
When a collection with order type something is created, plan collection on stage something on something plus/minus number of workdays
The parameters you set are order type, stage, date and plus/minus number of workdays. First, choose which order type your automation applies to. Then choose which stage of your planboard you want orders to be planned on. Finally, choose whether you want to plan on the original due date, or on the creation date plus/minus number of workdays.