Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Planning Worksheet Exc...
Small and medium business | Business Central, N...
Suggested answer

Planning Worksheet Exceptions

(1) ShareShare
ReportReport
Posted on by ahanson 212
Hello all,
 
I am working on understanding in more depth how to help resolve a lot of noise on a planning worksheet. 
There is a mix of fixed reorder qty items and lot for lot items; both made and purchased.
 
The biggest "noise" is due to released transactions being requested to be cancelled and recreated. The new ones are requesting things be placed NOW versus what is already scheduled a week or so out. 
There is no urgent demand, but inventory levels may be below reorder points. 
 
Does anyone have any recommendations on which fields are most key? We have played around with lead times, safety stock, dampeners, etc. 
 
I have reviewed standard Microsoft documentation and other supporting sites as well to no avail.
 
Thanks in advance for any suggestions!
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • ahanson Profile Picture
    ahanson 212 on at
    Planning Worksheet Exceptions
    To anyone with similar questions/issues, I have been working directly with MS on this. I will share insights upon wrapping up conversations with them. There are some of the exceptions and noise that have not been resolved yet in trials as we would expect.
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,372 Super User 2025 Season 1 on at
    Planning Worksheet Exceptions
    This is a common issue when your planning has fallen behind.  When you run your Calculate Plan you want to use a start date of tomorrow (or a little later) and an end date out in the future, beyond the longest lead time of the Items being planned.  This way the system can plan to have material arrive just after it is supposed to drop below the reorder quantity, or just before the need date.  Ideally your Sales Team (or a custom automation) is putting a "Requested Delivery Date" on the order.  Even if you may be shipping the Item same day, it allows the planning to breathe.  This typically avoids the Cancel/New suggestions based on falling below the reorder point on the day of Planning.
     
    The dampener is good for quieting down the planning worksheet when your demand dates shift slightly.  If the need date is Tuesday, but slips to Friday, the dampener period will ignore the change if your period is greater than four days (4D).
     
    Hopefully this helps give you some guidance on things to try.  I always encourage reaching out to you partner to fine tune your planning settings.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,892 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,772 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans