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Small and medium business | Business Central, N...
Suggested Answer

Planning Worksheet Exceptions

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Posted on by 254
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!
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  • Suggested answer
    Ben Baxter Profile Picture
    6,989 Super User 2026 Season 1 on at
    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
  • ahanson Profile Picture
    254 on at
    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.

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