Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Requisition worksheet

Posted on by 45

Hi all

I have setup all my plannings on the item card and it runs as it should(i think) but sometimes we have longer leadtime on some of items than stated on the item card, and that causes a lot of new lines in the requisition worksheet (action message) is there somehow a way out of this? can i "freeze" PO lines where i know the actual leadtime is longer than stated on the item card?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Requisition worksheet

    Meier,

    You want to stop the additional request for actions given the supply chain delays in lead times. You can update your Lead Times, by Vendor and Item No. You can also apply Dampener Period and/or Dampener Qty to eliminate these additional actions. Here are some Planning Parameter settings a definitions to help you reduce the requests:

    The way in which the planning system controls item supply is determined by various settings on the item card or SKU, and settings in manufacturing setup.  The following table shows how these parameters are used for planning.

     

    Purpose

     

    Parameter

     

    Define if the item is to be planned

     

    Reordering Policy= Blank

     

    Define when to reorder

     

    Time Bucket

     

    Reorder Point

     

    Safety Lead Time

     

    Define how much to reorder

     

    Safety Stock Quantity

     

    Reordering  Policy:

     

    •   Fixed Reorder Qty. plus Reorder Quantity

     

    •   Maximum Qty. plus Maximum Inventory

     

    •   Order

     

    •   Lot-for-Lot

     

    Optimize  when and how much to reorder

     

    Rescheduling Period

     

    Lot Accumulation Period

     

    Dampener Period

     

    Modify  the supply orders

     

    Minimum Order Quantity

     

    Maximum Order Quantity

     

    Order Multiple

     

    Delimit the planned item

     

    Manufacturing   Policy:

     

     

    •   Make-to-Stock

     

    •   Make-to-Order

     

    Define If the Item Will Be Planned

    To include an item/SKU in the planning process, it must have a reordering policy otherwise it must be planned manually, for example, with the Order Planning feature.

    Define When to Reorder

    Reorder proposals are generally released only when the projected available quantity has fallen to or below a given quantity.  This quantity is defined by the reorder point. Otherwise, it will be zero.  Zero can be adjusted by entering a safety stock quantity.  If the user has defined a safety lead time, it will cause the proposal to be delivered in the period prior to the required due date.

    The Time Bucket field is used by reorder point policies (Fixed Reorder Qty. and Maximum Qty.), where the inventory level is checked after each time bucket. The first time bucket begins on the planning starting date.

    The default safety lead time, in the Manufacturing Setup window, should be set to at least one day. The due date of the demand may be known, but not the due time. The planning schedules backward to meet gross demand, and, if no safety lead time is defined, the goods may arrive too late to meet the demand.

    Three additional reorder period fields, Rescheduling Period, Lot Accumulation Period, and Dampener Period, also play a role in defining when to reorder.

    Define How Much to Reorder

    If the planning system detects the need to reorder, the selected reordering policy is used to determine when and how much to order. Independent of the reordering policy, the planning system usually follows this logic:

    1. The quantity of the order proposal is calculated to meet the specified minimum inventory level of the item, usually the safety stock quantity. If nothing is specified, the minimum inventory level is zero.
    2. If the projected available inventory is below the safety stock quantity, a backward-scheduled supply order is suggested. The order quantity will at least fill the safety stock quantity, and can be increased by gross demand within the time bucket, by the reordering policy, and by the order modifiers.
    3. 3. If the projected inventory is on or below the reorder point (calculated from aggregated changes within the time bucket) and above the safety stock quantity, a forward-scheduled exception order is Both the gross demand to be met and the reordering policy will determine the order quantity. At minimum, the order quantity will meet the reorder point.
    4. If there is more gross demand due before the ending date of the forward-scheduled  order proposal, and this demand brings the currently calculated projected available inventory below the safety stock quantity, the order quantity is increased to make up the deficit. The suggested supply order is then scheduled backward from the due date of the gross demand that would have violated the safety stock quantity.
    5. If the Time Bucket field is not filled in, only the gross demand on the same due date will be added.

    The following reorder period fields also play a role in defining how much to reorder:  Rescheduling Period, Lot Accumulation Period, and Dampener Period.

    Reordering Policies

    The following reordering policies affect the quantity that is being reordered.

     pastedimage1650911900377v1.png

    pastedimage1650911930137v2.png

    pastedimage1650911954655v3.png

    pastedimage1650911989081v4.png

     

    In addition to all this, if you NEVER want a PO to change or generate new request, on the Purchase Line add the field Planning Flexibility and set the field to NONE.

    Hope all this helps.

    Thanks,

    Steve

     

     

     

     

     

     

  • VELTUFF Profile Picture
    VELTUFF 90 on at
    RE: Requisition worksheet

    Follow

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans