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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Planning Worksheet | P...
Microsoft Dynamics NAV (Archived)

Planning Worksheet | Planning with multiple Worksheets

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Posted on by naff 10

Hi there,

we are currently evaluating the Planning Worksheet tool of NAV.
Since we already have a lot of data in our system but never really used planning functionalities before the result that we now get when we run a full plan is overwhelming.

Is it possible run multiple plans (e.g. based on item number or some other criteria) and still get correct results?
I am just worried that this might lead to wrong results since there still might dependencies between the two plans (e.g. item from plan A is used to produce item from plan B).
What if the same item is needed to produce an item from plan A and B? And will the second planning run not override the results from the first run?

I would appreciate some insights or experiences with this.
Standard help is not very clear on this.

Best Regards.

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  • Verified answer
    azelaya59 Profile Picture
    azelaya59 2,807 on at
    RE: Planning Worksheet | Planning with multiple Worksheets

    Sorry for the delay in responding, I was quite busy as of late. If you use an Item filter on each sheet, then NAV will only show the suggestion for that item(S). Now, since Item = A is a component of Item = B, there will be a "Suggestion" on the first planning sheet to satisfy the requirement from the second planning sheet. Yes, you are correct in fearing that a production order suggestion will be missed if the worksheet is not run on a daily basis. You understand the concept, now it's up to you to use human intervention to cover your bases.

    Good Luck!

  • naff Profile Picture
    naff 10 on at
    RE: Planning Worksheet | Planning with multiple Worksheets

    Thank you Alfredo.

    I have one more question.

    Let's say I do two separate plans (sheets). One for item A (setting filter on "Item No." = 'A') and one for item B (setting filter on "Item No." = 'B'). And let's also assume that item B is needed to produce item A.

    Now the first plan for item A might suggest that I create some Production Orders to produce item A. My question now is when I run the second plan for item B (separate batch) will it also consider the "suggested" Production Orders from B? Those Production Orders are creating a new demand for item B that is not yet in the system (no action messages accepted so far).

    If this is the case and the plan is not considering suggestions from other plans I might forget about some demand - in my example the demand for B that is created from the suggestion in batch A.

    Not sure how I would handle such a scenario.

  • Suggested answer
    azelaya59 Profile Picture
    azelaya59 2,807 on at
    RE: Planning Worksheet | Planning with multiple Worksheets

    The design of the Planning and Requisition worksheets is for a single user at a time. Though you can have multiple sheets (batches), NAV will pull the same data until an action has been taken i.e... Procurement, Manufacturing or Sale. As you mentioned above, if you need 100 of an item and you run the Planning Worksheet A, you will be directed to buy or produce the 100. If you have not taken any action, when you run Planning Worksheet B, you will be directed to buy or produce the same 100.  

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