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Small and medium business | Business Central, N...
Answered

Requisition Worksheet to NOT cancel or change quantity

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Posted on by 1,161

Hi All,

I want to setup requisition/planning worksheet to only suggest new purchase orders or change dates - meaning no cancellations or quantity changes to existing orders. What I have come up with is as below, Is that the best way to set up?

planning-parameters.jpg

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  • benovic Profile Picture
    350 on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Hi Steve,

    is this the case? the field "planning flexibility" is not present in essential? I have premium here, but I miss the field, too.

    maybe its caused by something else, like a setting that we both missed?

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Anita,

    Now I am sad :(. Did not know you had an Essential License.

    Steve

  • Anita75 Profile Picture
    1,161 on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    This should have fixed the problem ..except planning flexibility seems like not available in essential license :(

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Anita,

    Ahh. In this case, if I do not want planning to account for this Purchase Order, the way you describe, I would set the Planning Flexibility on the Purchase Order line for the Item in question to = NONE.

    pastedimage1610695363274v1.png

    Setting this field will instruct the planning functionality to exclude the line from calculations.

    Try this.

    Thank you,

    Steve

  • Anita75 Profile Picture
    1,161 on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Thanks Steve..So far the only way to have system to suggest only NEW and Rechedule (no Qty change) is to have the settings so dampener period is 1000W and remove lot accumulation period completely.  Let me explain the real life situation this relates to so you understand the background.  In a perfect world you can change order place with suppliers anytime with qty and dates but when you are importing stuff it doesn't work as often payments are made for qty etc but still flexibility to push for an earlier delivery date.  So cancel and qty change options do not work hence we want to set the system so at least it gives us valuable information.  Problem with qty change is you cant just filter out these lines as NEW order Qty is reduced accordingly by the system

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Anita,

    Let me give an overview that I hope explains the fields and how they work...  Remember the fields we are talking about are on the Item Card and SKU Card, if using SKU. Time Bucket only relates to reorder point parameters whereas Rescheduling Period relates to Lot-for-Lot parameters and the dampener Period relates to all of them/both.

    pastedimage1610692259525v1.png

    So how does all this work.. Examples...

    We have a reorder point, if it’s a fixed quantity item, that has a safety stock and there’s a starting date, meaning we also have a frozen zone. So first of all, the triggers and the frozen zone won’t do a lot but the planning will plan into time buckets, and that’s the Time Bucket field on the item card. So BC divides all the demands into time buckets and plans on the start of each time bucket. Meaning, the first time we have a true trigger point is here because we fall below reorder point before that period in that time bucket and therefore it will capture the reorder point on the start of next time bucket. This process is meant to create less planning lines that create change. So if I like planning based on each time bucket start date it’s easier for me to use fixed reorder point because it’s not that critical that I get the item at an exact time. So in this example, we would need to move those purchase order from where it is now until that trigger point. Now apply a dampener period, which is now exceeded. So the dampener on the item card is set up to be less than the 11 days. It should move the order and therefore it actually reschedules the order in the planning worksheet. If the dampener period has been more than 11 days and we didn’t have a safety stock breach, it will not suggest to move the order so we wouldn’t have this action in the planning worksheet.

    So the dampener period is a buffer to handle whether or not to move the items.

    Example 2 - Basically the the same. We have a trigger on safety stock so it should create a backward purchase order. We will use Lot-for-Lot and look at the rescheduling period. If it’s within the rescheduling period, the time needs to move and it will have rescheduled the existing order. If it’s more than the rescheduling period, it will cancel the purchase order and suggest to make a new order.

    So the rescheduling period and the dampener have to do with whether to move orders, whether to reschedule, or to cancel them and create new orders.

    I hope my brief overview give you an understanding of the fields you are setting up. In your image you show a Rescheduling Period of 1000W but no Dampener Period. I would setup the Dampener Period and reset the Rescheduling Period accordingly.

    Thanks,

    Steve

  • Anita75 Profile Picture
    1,161 on at
    RE: Requisition Worksheet to NOT cancel or change quantity

    Actually above config didn't work, included a dampener period of 1000W but still quantity change is suggested by system

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