Planning engine does not consider the current inventory level

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Posted on by CU23090635-0

Hi everybody.

I tested both fixed reorder QTY & maximum QTY for particular items in BC. The reorder point that I defined is 10000, and the current inventory is 15000. When I run the planning worksheet, I expect not to suggest a new purchase order (because it does not touch the reorder point!). Moreover, there is no safety stock and sales order line and etc.

Does anyone know why does it happen?
Thanks in advance.

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Jun Wang 8,216 Moderator on at

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Take a look at the item card of that one. Make sure the include inventory flag is set correctly.

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Valentin Castravet 32,664 Super User 2026 Season 1 on at

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When this issue occurs, there could be several reasons:

You may not have selected "Respect Planning Parameters" when running the Calculate Plan batch job.

Your inventory might be in a different location.

If you have multiple locations and have SKUs setup, your planning parameters should not be configured on the item card but on the SKU.

There could be other settings in the item or SKU card affecting this.

Providing screenshots would be helpful for further analysis.
As far as I know, the 'Include Inventory' option is only used by system when using the 'Lot-for-Lot' Re-ordering policy, which is not something you're doing.

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

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YUN ZHU

100,212 Super User 2026 Season 1 on at

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Hi, hope the following helps.

Design Details: Planning Parameters

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

Purpose	Settings
Define whether the item is 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

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CU23090635-0 10 on at

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Thanks for your kind replies.

I tried with selecting "Respect Planning Parameters" when running the Calculate Plan batch job. The result is the same.

My inventory is in the same location.

There is no SKU for this item, but for the other items we have already defined SKUs.

I think "Include inventory " does not impact on "Fixed Reorder Qty" policy, however, it has been activated.

Inventory is around 27000 (greater than reorder point)

In calculation plan, I haven't selected "Use Forecast", "Location Filter" and I just filtered the particular item

The system suggested (Reorder Point + Reorder Quantity) as a new purchase order!

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Ben Baxter 7,045 Super User 2026 Season 1 on at

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Valentin provided the most accurate information to resolve your issue.

The only other thing I would add is the possibility of a Sales Forecast that includes the Item you are planning for. When using a Forecast, it acts as the demand source. Even if you don't have the Sales Doc created yet, the Forecast is the demand.

The most likely issue is Location on inventory compared to Location you're planning for. The other would be a SKU parameter that differs from the Item parameter. When using SKUs, the Item parameters should be blanked to avoid confusion.

P.S. The "Include Inventory" flag is only used with Lot-for-Lot policy. You can ignore it for Fixed Reorder policy.

Best Regards,

Ben Baxter

Accent Software Inc

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