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Requisition worksheet

Posted on by 8
Hello,
 
I am testing the Requisition Worksheet and it does not look like it's working well.  Is there something in the item or system setup that I missing?  Thanks.
 
Item#1
Inventory=18
Sales Order=5
Purchase Order=5
Reordering Policy=Lot-for-Lot
Safety Stock QTY=100
After running Calculate Plan, it tells me to cancel the Purchase Order of 5
 
 
 
Item#2
Inventory=10
Sales Order=1
Purchase Order=0
Reordering Policy=Lot-for-Lot
Safety Stock QTY=50
After running Calculate Plan, nothing or no line shows up in the requisition worksheet.
 
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,738 Super User 2024 Season 2 on at
    Requisition worksheet
    As others have mentioned, there are a lot of factors the Req. Worksheet is considering when making suggestions.  For example, you did not mention Location on the demand (Sales Order) or the supply (Inventory and Purchase Order).  We don't know the dates of the demand or supply either, which is critical in the calculation.  Lastly, we don't know what criteria/filters were applied when running the Req. Worksheet calculation.
     
    If you are using Locations (which you should, even if you only have 1), then you will either use the Manufacturing Setup > "Components at Location" (single Location only!) OR use Stockkeeping Units.  The system looks at the SKU card first, and if you are planning the Item at that Location, a SKU card should exist for it.  The only exception is single Location environments, where you can tell the system to use the Item Card for the planning via the "Components at Location" setting.
     
    Your calculation start and end date are also important.  Generally, you want to use today or tomorrow as your start date (can't plan the past) and an end date that is longer than the lead time of any Item captured by the calculation.  You can always filter by Order Date before carrying out your plan, but if your end date didn't capture long lead demand you'll likely have a shortage or expedited shipping costs.
     
    Troubleshooting the Req. Worksheet through the forums is challenging.  I would strongly encourage you reach out to your partner for some training and review time to get started on the right path.  The planning in BC is good once you dial in your settings.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,856 Super User 2024 Season 2 on at
    Requisition worksheet
    Please re-check this video. 
    There are other important fields in the Item card, that maybe are left blank for You ?
     
  • gdrenteria Profile Picture
    gdrenteria 11,065 Most Valuable Professional on at
    Requisition worksheet
    Hi
    The calculations related to planning in business central are diverse and depend greatly on the configurations and situations.
    Surely you have already done it, but if you have not been able to review these pages,
    I advise you to take a look at it, it will surely give you some light.
    Best regards
    Gerardo

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