You're on the right track — using the Planning Worksheet daily to guide purchasing and rescheduling is a strong move toward streamlining your supply chain.
✅ Key Recommendations to Optimize Your Procedure:
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1. Use “Accept Action Message” + Carry Out Action
After running the Planning Worksheet, make sure to accept the action messages and use the “Carry Out Action Message” to convert them into real orders. BC then marks those suggestions as processed, avoiding duplication on next runs.
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2. Adjust Rescheduling Parameters
If you're manually modifying suggested orders (e.g., pushing delivery by 2 days), BC may re-suggest changes unless the rescheduling parameters allow for some flexibility.
Go to Manufacturing Setup or Planning Setup and tweak:
Rescheduling Period: Tells BC how many days of variation to tolerate before it suggests rescheduling.
Safety Lead Time: Add buffer to avoid false negatives on availability.
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3. Modify Dampener Quantity & Dampener Period
These settings help BC ignore minor fluctuations in demand and supply, reducing noise in your Planning Worksheet.
Set in Item Card > Planning Tab:
Dampener Quantity (e.g., 10 units): ignore suggestions below this.
Dampener Period (e.g., 2 days): ignore suggestions if date shift is within this window.
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4. Use “Planning Flexibility” Field
When you modify a planned order manually, consider setting Planning Flexibility = None so BC doesn't try to change or cancel it later.
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5. Reorder Policy Impacts
With Fixed Reorder Qty, BC will always suggest the full lot size if reorder point is breached — even if you just ordered. That’s expected.
Instead, consider:
Lot-for-Lot: Plans exact demand and reduces overstocking. More responsive, but less predictable.
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6. Avoid Date Pushes on Vendor Orders Without Inventory Buffer
If you delay PO delivery, BC sees a gap and tries to fill it again. Either:
Keep original date and receive early
OR increase Safety Lead Time on Item to align supply planning
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⚙ Suggested Workflow
1. Sales confirms orders by noon
2. Planning Worksheet is run (set filters to "Changed Since Last Run" or Today’s date)
3. Accept & Carry Out Messages
4. Use Order Tracking page for Sales Line rescheduling
5. Monitor exceptions with Planning Error Log
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