The issue where your Planning Worksheet isn't reacting to Demand Forecasts for Make-to-Stock items, despite working for Sales Orders, likely stems from how Business Central's planning engine prioritizes demand sources or specific setup configurations.
While a Sales Order creates a direct demand, a Demand Forecast requires specific planning parameters to be recognized and translated into component demand for MRP.
Key areas to check (as suggested by similar community discussions):
Item Setup - Replenishment System:
- Ensure your Finished Goods items (the ones with the Production BOM Policy) have a
Replenishment System of Production Order. This tells BC that their demand should trigger production.
- Item Setup - Planning Tab (for Finished Goods):
- Planning Policy: While you mentioned "Prod Bom policy," ensure the actual
Planning Policy field is set correctly (e.g., Max. Qty., Fixed Reorder Qty., Lot-for-Lot). Even for MTS, a planning policy is crucial for the system to know how to plan based on the forecast. Lot-for-Lot is often used for MRP.
- Forecast Type: In the
Item Card for your finished goods, on the Planning FastTab, ensure the Forecast Type field is set to Sales Forecast (if your demand forecast is created as a sales forecast) or Production Forecast (if you're using it as a production forecast). This links the item to the specific forecast you've created.
- Demand Forecast Name: On the
Item Card for your finished goods, under the Planning FastTab, ensure the Demand Forecast Name field is populated with the exact name of the demand forecast you created. This is vital for the planning engine to connect the item to the forecast.
- Safety Stock/Reorder Point: If these are zero, and the forecast isn't picked up, BC might not see a need to plan.
- Manufacturing Setup:
- Review your
Manufacturing Setup and Planning Setup to ensure that Include Forecast is enabled and any other relevant planning parameters are correctly configured globally.
- Planning Worksheet Filters:
- When you run
Calculate Plan from the Planning Worksheet, double-check that your filters are broad enough to include the items and forecast periods relevant to your finished goods.
Sales Orders create a direct, unconstrained demand. Demand Forecasts, however, are a projection and require specific item and planning setup to be consumed by the planning engine and translated into actual supply orders (like production orders for finished goods, which then explode into component demand for MRP).
Reference:
https://community.dynamics.com/forums/thread/details/?threadid=98d14eef-144d-474a-9fc2-bec839209ad9
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