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Ailaaj Academy

Review and edit plan lines

When to use this: on Plan Review before submitting for validation. Requires auto_str.plan.review.

Steps

  1. Open the plan from Auto STR → recent plans widget, or /wms/auto-str/plans/:planId.
  2. Read the Review progress bar and counter tiles (Approved, Reduced, Increased, Rejected, Deferred, Pending).
  3. Pick a destination tab (or All destinations) to focus on one receiving warehouse.
Destination tabs — IPD Block B, IPD Block C, OPD Block B, and other blocks with pending counts
Destination tabs — e.g. **IPD Block B** (58 lines · 1221 units).
  1. In the lines table, scan Source, Suggested, Receiving qty, and Review status.
Lines table — Central Warehouse to IPD Block B and IPD Block C with Suggested quantities
Lines table — **Central Warehouse** → **IPD Block B** / **IPD Block C**.
  1. For each pending_review line, either:
    • Click ✓ (quick approve at suggested qty), or
    • Click Edit to open the edit dialog.
Edit line dialog with Suggested and Stock at generation tiles, quantity stepper, reason codes
Edit line — **Suggested** vs **Stock @ generation**, reason codes, **Reject line**.
  1. In the edit dialog:
    • Adjust quantity with the stepper or quick chips (+10, +50, etc.).
    • If quantity differs from Suggested, pick a reason code and optional remark.
    • Click Save, or Reject line to set approved qty to 0.
  2. Repeat until Pending is zero and Submit for validation appears.
Plan review overview with counter tiles
Counter tiles track your review mix.

You’re done when

Every line has a review status other than pending_review, and Submit for validation is enabled.

Good to know

  • Auto-defer may mark redundant source lines deferred when a central warehouse already covers a destination’s need.
  • Grouped rows (same product, multiple sources) show an N sources · X units total badge.

If it goes wrong

  • Enter a valid quantity. — quantity field is empty or non-numeric.
  • Quantity exceeds stock at generation (N). — approved qty above the snapshot taken when the plan was generated.
  • Reason required when changing quantity. — pick a reason when reducing or increasing vs suggested.