Calculate Plan - Req. Worksheet - Issue with filter

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Posted on by Nadsch

Hello everyone,

At a customer site, I encountered an issue where the search process during the "Calculate Plan" function in the Planning Worksheet is not reliable. The customer is working with Business Central SaaS version 26.2 and has over 100,000 items in the item master.

When running the planning calculation, the system returns a large number of items with demand that needs to be covered. However, when cross-checking with Assembly Orders, some items are clearly missing from the list. If the entire worksheet is cleared and the missing item is calculated and filtered specifically, it then appears in the results.

Strangely, this does not happen for all items. All relevant planning parameters have been verified and code has been verifed by the developer.

Has anyone experienced this behavior before or knows what to do?

Thanks a lot for your help!

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Dynamics 365 Business Central

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DAnny3211 11,397 on at

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Hi Nadsch,

Thanks for the detailed explanation. Based on your description, it sounds like the issue may be related to filtering logic or performance limitations when processing a large item master (100,000+ items).

Here are a few suggestions to investigate and resolve the issue:

Check Filter Scope and Sequence:

Ensure that filters applied during the Calculate Plan process are not unintentionally excluding items.

Try running the calculation with minimal filters and gradually add them to isolate the issue.

Review Planning Parameters:

Double-check the Reordering Policy, Planning Parameters, and Assembly Setup for the missing items.

Items with incorrect or missing parameters may be skipped during planning.

Batch Size and Performance:

With large datasets, Business Central may hit performance thresholds that cause partial results.

Consider breaking the calculation into smaller batches (e.g., by item category or location).

Use Logging or Telemetry:

Enable telemetry or add custom logging to trace which items are processed and which are skipped.

Custom Code Review:

Since a developer has reviewed the code, ensure that any customizations to the planning logic do not introduce conditional skips or filters.

Microsoft Support or Known Issues:

If the issue persists, consider raising a ticket with Microsoft or checking for known issues in version 26.2.

Let me know if you'd like help designing a batch calculation strategy or reviewing filter logic!

Please verify if this response was helpful.

Best regards!

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Andrés Arias 4,188 Super User 2025 Season 2 on at

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Hello,

To rule out any errors, I understand that there is no related development.

I suggest running the process with filters by warehouse or product category to determine a performance or cache issue.

Based on that detail and depending on the result, I would submit a support ticket to Microsoft, as it is likely a problem.

I hope this helps.

Regards,

Andrés

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Is there some customization causing some items to be omitted?
I recommend uninstalling the third-party app, recalculating, and then comparing the results.

Hope this can give you some hints.

Thanks.

ZHU

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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https://usedynamics.com/business-central/planning/requisition-and-planning-worksheets/

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Sumit Singh 10,079 on at

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Recommended Actions
1. Run Regenerative Plan Instead of Net Change Plan
Use Calculate Regenerative Plan to include all items flagged as “Planned,” regardless of activity.
This ensures items with valid setup but no recent activity are still considered 1.
2. Verify Planning Assignment Table
Check if the missing items are present and flagged correctly.
If not, update the item or SKU to trigger planning assignment (e.g., change reordering policy or demand).
3. Check Reordering Policy and Forecast Settings
Use Lot-for-Lot for items where inventory and forecast should be considered.
Ensure Use Forecast is enabled in Manufacturing Setup.
Match forecast location with SKU location 2.
4. Avoid Manual Filter Overrides
Filtering the worksheet manually may show results, but it doesn’t fix the root cause.
Instead, ensure the item setup and planning assignment are correct.
5. Raise a Microsoft Support Ticket

If the issue persists and is reproducible, raise a ticket with Microsoft.

Provide telemetry logs and filtered test cases to help them replicate the issue.

Note: This answer is based on my understanding, with Microsoft Copilot helping me organize and polish the wording.
Mark the Boolean true “Does this answer your Question” if this is Helpful.

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