Planning Worksheet

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Posted on by KC Hulse

New to BC but have ERP background. I am helping to setup structure to use planning worksheet. When I run planning worksheet I noticed it is actually assigning new production order numbers to my jobs. Is this supposed to happen? I am used to getting a planning suggestion, but it will not assign a production number until you act on that suggestion and convert it to an order. Please let me know if anything else is needed.

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Teagen Boll 2,184 Super User 2026 Season 1 on at

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Hello,

If you are referring to the Reference number field then BC will assign a reference number for Prod. Order suggestions:

The reason is for full MRP/MPS planning these planning suggestions are used for other suggestions such as purchases. You can see below my Prod. Order I have a purchase recommendation for 11 units. If I select that line and then select Item Availabity by > Event

You can see one of the suggestions is a planning level suggestion related to that Prod. Order Reference No.:

While I haven't created an actual Planned Order yet that Prod. Order reference number is still be using for planning suggestions.

Hopefully that helps!

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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KC Hulse 14 on at

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That makes sense, there is a lot of clean up I am doing as there are old open SO, PO, and production orders. As I am building the structure we are still planning from the sales orders or creating manual jobs until I can stabilize the process. I noticed when I ran the worksheet just to see planning suggestions it assigns this reference number, but when I would then plan from a sales order or a manual job, I noticed my production orders jumped up significantly since there are a lot of erroneous settings and orders. I thought that it was weird that a planning suggestion would actually assign, hold, and use a production order number even before I action the suggestion. Just wondered if there was a parameter setting or if that was how it was designed.

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Teagen Boll 2,184 Super User 2026 Season 1 on at

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The reason you may see random jumps is because of the number sequences setup in BC. If whomever set it up didn't bother defining in my opinion more logical numbering and just used the base BC default numbering you may see weird jumps.

You can search for Manufacturing Setup and see the number series' assigned:

If you look at the base BC ones I have above (you may have the same) you can see that in the number series setup they will all be jumping around a bunch and not have much logic:

I'd recommend using more clear numbering such as PLAN-00001 or JOB-00001 or at least something to make the different types of production orders stand out.

You can learn more about no. series creation here: Create number series - Business Central | Microsoft Learn

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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

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Adding to Teagen's response, the Planning Worksheet is using the number series defined in the "Planned Order Nos." series. Keep those numbers as P-00000001 or something with a large number range, since you will generally use them faster than actual order numbers. Also, be sure the "Ending No." is left blank on the number series to avoid a future conflict.

For your Firm Planned and Released Numbers, use the SAME No. Series. This way when the Production Order is converted from Firm Planned > Released > Finished, the Production No. will remain the same. It makes it way easier to track the process. What you use as your starting number is up to you, and I again suggest leaving the "Ending No." blank to avoid hitting a wall.

Best Regards,

Ben Baxter

Accent Software Inc

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Gerardo Rentería Ga... 26,110 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

The Planning Worksheet in Business Central - Mad About BC

Schedule MRP | Olof Simren - Microsoft Dynamics 365 Business Central Blog

Copilot in Planning Worksheet | Olof Simren - Microsoft Dynamics 365 Business Central Blog

Best Regards
Gerardo

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KC Hulse 14 on at

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Thanks Teagen and Ben this resolved that issue. I was even looking at Manufacturing Setup earlier and did not piece that together. I have successfully ran this in my test environment. Thank you so much.

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