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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

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Posted on by AM-09052221-0

We are a distributor company that have been struggling to be able to use the requisition worksheet to facilitate the creation of POs.

Although we have watched multiple videos, we have not yet found the correct reorder policy for the item card that meets our needs. And it is

because we are having trouble identifying the calculations made by the requisition worksheet, depending of the reorder policy, due to duplicated

lines in several orders with the same item. This can make an extra charge in our orders for broken case, as example, by our vendor

(must of our items we sell by each and purchase by case).

Our needs have to match the following requirements:

1) We need the reorder point to be a 1 month of supply.
2) Our maximum stock needs to be between 2 or 3 months depending on how often we purchase per month.
3) The result on the requisition worksheet needs to show the difference between what we have in stock and the maximum inventory considering

if there is a requirement from our vendor to buy in such amount (case, dozen, bag, etc..)

Thank you in advance for any advice you can provide.

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Dynamics 365 Business Central

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Ben Baxter 5,823 Super User 2025 Season 1 on at

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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

Jun, the Planning Worksheet is available for both Premium AND Essentials licenses. It used to be a restriction, but that has not been the case for many years now.
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Jun Wang 7,761 Super User 2025 Season 1 on at

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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

planning worksheet is available for user on premium BC license. If users are on essential license, they need to run the requisition worksheet.

Jun Wang
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Ben Baxter 5,823 Super User 2025 Season 1 on at

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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

First, Valentin has the correct Reordering Policy (Max. Quantity) and settings (Max. Inventory and Reorder Point).

Second, you should use the Planning Worksheet, it has a better calculation engine.

Lastly (and most important), the one thing you would need to add is an Order Multiple. Since Max. Quantity often leads to a variable quantity to requisition; the Order Multiple is used to ensure the quantity matches a Case count.

For example, if the Quantity in a Case is 20 each, my Order Multiple is 20. When the system says I need to 216 each to hit my Max. Inventory, it will order 220 each (or the Case Equivalent (11) since you said you buy in cases). 220 being the closest multiple of 20 that achieves your Max. Inventory. You can also put a tighter control on your Overflow limit if you need, but generally by the time the product will come in there is space.

P.S. If this information was helpful in resolving your question, please mark it as a Verified Answer to help other forum Users.

Best Regards,

Ben Baxter

Accent Software Inc
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YUN ZHU 84,557 Super User 2025 Season 1 on at

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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

Hi, hope the following can give you some hints.

Design Details: Handling Reordering Policies

https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-handling-reordering-policies?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU
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Valentin Castravet 28,279 Super User 2025 Season 1 on at

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Reordering Policy on the Item Card to be able to use the Requisition Worksheet

You can try the following:

Reorder Policy = Maximum Qty.

Maximum Inventory = 2-3 months of usage

Reorder Point = 1 month of usage

Valentin Castravet
Work: Zander ERP Services
Blog:  Dynamics 365 Business Central Insights
LinkedIn:  www.linkedin.com/in/valentin-c-0500a247/