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Can I have Multiple Planning Worksheets for Different Departments?

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Posted on by Community Member Microsoft Employee

Hey guys! Happy Friday!

I think I have an easy question for you. Our business has been using NAV 2013 for 3 years now. I have multiple departments that plan independently of each other, and in different ways. I'm hoping to get them set up each with their own Planning Worksheet, but our Microsoft Partner left me with the impression that there's only one Planning Worksheet and only one user can use it at a time. However, I noticed that i can create multiple worksheets and name them independently. I tried setting them up and running them in our test database and it all looked like it was running great. But I'm still concerned about what our partner said about only one user and one worksheet. Can you guys shed some light on this? 

Thanks!

Mark

Categories:
Administration and Setup
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can I have Multiple Planning Worksheets for Different Departments?

    Thanks Vishal! I also found support for that answer over the weekend in the book by Peik Bech-Anderson. I thought it might be something about overlap because when we started using NAV our inventory wasn't classified very well, but that's no longer an issue.

    Thanks again!

    Have an excellent work week!

    Mark

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can I have Multiple Planning Worksheets for Different Departments?

    If your items (BOM and routing) are independent and does not have any common components for materials or your routing, you can go with department wise planning by creating multiple worksheets.

    That is the reason, you have option availble in the system.

    However you need to very careful about components or routes interdependency between various departments.

    If you are fine with your results in test database, you can certainly go ahead and implement the same in live environment.

    Hope this helps.

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