This blog is about the possibilities of implementing ERP solution Microsoft Dynamics NAV in the construction industry. We will discuss about question „Is construction industry ready for ERP?
Of course, I will post about standard NAV, as well :)
Process of purchase planning start in Requisition Worksheets window. You can find it on Purchase->Planning->Requisition Worksheets.
When you open this windows, you need to enter purchase plan.
Lists items that you want to order. You can enter items in the worksheet in the following ways:
Requisition worksheet lines contain detailed information about the items that need to be reordered. You can edit and delete the lines to adjust your replenishment plan, and you can further process the lines by using the Carry Out Action Message batch job.
For details about planning with locations and transfers, see More Information.
The system may sometimes suggest planning lines that need extra attention by the planner before they can be accepted. On such lines, the Accept Action Message field is by default not checked and the critical element is highlighted with red font:
You can run this command from Requisition Worksheets window.
Calculates a supply plan for items and SKU that have the Replenishment System field set to Purchase, Prod. Order, Assembly, or Transfer.
You can select one of the following calculation methods:
The Calculate Plan batch job performs the following steps:
Creates an item replenishment plan to fulfill net requirements. The plan is presented in the planning worksheet as detailed order proposal lines that are accompanied by action messages that suggest specific user actions. The action message options are:
You can accept the action message on the planning line and process it further. If you do not want to accept it, then you can also manually change or delete lines in the planning worksheet.
When you have approved a planning line for purchase, production, assembly, or transfer, you use the Carry Out Action Msg. - Plan. batch job to convert the line to a purchase order line, a production or assembly order, or a transfer order line.
Only supply and demand events with due dates on or after the starting date are considered by the planning run. Any events with due dates before the planning starting date are consolidated into one emergency supply order for the item to arrive on the planning starting date. For more information, see Warning.
If you do not select this field, then the Calculate Plan batch job continues until it has completed, and errors will not interrupt the batch job. If one or more errors exist, then a message is displayed after completion saying how many items are affected. The Planning Error Log window then opens to provide more details about the error and links to the affected item card or cards.
Carries out the action message that it are proposed for the selected line in the Requisition Worksheet window.
When you run the batch job, the program carries out the proposed actions and changes the existing replenishment plan accordingly. This could result in any of the following situations (or a combination of them):
You can define what is included in the batch job by placing a check mark in the Accept Action Message field for the relevant lines. You can also remove the check mark if you want to. The program includes only those lines that have accepted action messages in the batch job.
The batch job deletes the lines in the requisition worksheet after it has performed the action message. The other lines remain in the requisition worksheet until they are either accepted at a later date or else deleted. You can also delete the lines manually.
In next post, I will describe Production Planning Process and after that all of the in flowcharts...
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