Planning worksheet

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Posted on by DebbieG

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I've been having issues with the planning worksheet and I cannot understand what I am missing.

I have an item setup as Maximum inventory.

I have 2 on hand and 4 on Sales order.

Planning is setup as reorder point as 10, I have maximum inventory as 12 since we do not want to stock more than 12.

Min order qty is 10 and max is 12 and I have multiple of 2. Lead time is 7 days

When I run the planning worksheet it keeps on telling me I only need to create an assembly order for 2, which will be enough for the order, but I have specified maximum inventory and order parameters. Should it not suggest an order up to the maximum qty level (unless of course I have more items on SO?)

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Inventory and warehouse management

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Ben Baxter 4,654 Super User 2024 Season 2 on at

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Planning worksheet

Do you have a Stockkeeping Unit setup as Lot-for-Lot? The SKU takes precedence over the Item Card. Also, make sure your Manufacturing Setup > Components at Location is blank. If you only have 1 Location, but no SKU records, then set the Components at Location to your single Location.

Let me know if either of these helps resolve your issue. It is hard to troubleshoot these issues without seeing the data. I recommend bringing your partner in to help look through the data with you.

Best Regards,

Ben Baxter

Accent Software Inc