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

Business Central Planning Worksheet Configuration

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Posted on by 41
Hello,
 
I am currently working on configuring the Planning Worksheet to have our users easily create new Production Orders.
We want to be able to turn Sales Orders into Production Orders (similarly to the HMS Manufacturing module within Great Plains).
 
It's my understanding that the following needs to be configured at the Item Card level of each item:
  • Replenishment fast tab:
    • Replenishment System: Prod. Order
    • Lead Time Calculation
    • Production BOM No.
  • Planning fast tab:
    • Reordering Policy: Lot-for-Lot
Am I missing anything, in terms of getting the Planning Worksheet running?
I have the same question (0)
  • Suggested answer
    Pallavi Phade Profile Picture
    5,420 Super User 2026 Season 1 on at
     
    Based on your requirement you need to ensure planning parameters 

    Ensure you fill below highlighted ones in Item card 

    The following planning parameters exist on the item or SKU card: 

    • Dampener Period
    • Dampener Quantity
    • Reordering Policy
    • Reorder Point
    • Maximum Inventory
    • Overflow Level
    • Time Bucket
    • Lot Accumulation Period
    • Rescheduling Period
    • Reorder Quantity
    • Safety Lead Time
    • Safety Stock Quantity
    • Assembly Policy
    • Manufacturing Policy

    The following order modifiers exist on the item or SKU card:

    • Minimum Order Quantity
    • Maximum Order Quantity
    • Order Multiple
     
     
    Below Links will give detailed information 
     
    If you feel this was helpful , please mark true
     
    Regards
    Pallavi Phade
     
  • Suggested answer
    Nimsara Jayathilaka. Profile Picture
    4,950 Super User 2026 Season 1 on at
    Hi
     
    On the Item Card under the Replenishment FastTab:
    • Set Replenishment System to Prod. Order.
    • Specify Lead Time Calculation.
    • Set Production BOM No.
    On the Planning FastTab of the Item Card:
    • Set Reordering Policy to Lot-for-Lot (recommended for production planning).
     
    Thanks
    Nimsara
  • Gerardo Rentería García Profile Picture
    25,555 Most Valuable Professional on at

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

    The Planning Worksheet in Business Central - Mad About BC

    Best Regards
    Gerardo

  • Suggested answer
    Rishabh Kanaskar Profile Picture
    6,219 Super User 2026 Season 1 on at
    You’re on the right track, those are the core fields you need for the Planning Worksheet to generate Production Orders. Here’s the full checklist to make sure it works end-to-end:
     
    1. Item Card Setup
     Replenishment FastTab:
    > Replenishment System: Prod. Order
    > Production BOM No.: Assigned
    > Routing No.: Assigned (if you use routings/capacity)
    > Lead Time Calculation: Enter realistic value (e.g., 5D)
     
    Planning FastTab:
    > Reordering Policy: Lot-for-Lot (or Fixed Reorder Qty if that fits better)
    > Reorder Point & Safety Stock Qty: (optional, for demand planning)
    > Rescheduling Period / Dampener: (optional, for planning stability)
     
    2. Manufacturing Setup
    > Make sure your Manufacturing Setup is correct (Default Flushing Method, Scrap % behavior, etc.).
    > Planning Worksheet Usage
     
    3. Run Calculate Regenerative Plan or Calculate Net Change Plan in the Planning Worksheet for your demand (Sales Orders).
     
    The system will create suggested Prod. Order lines you can carry out to convert into planned or firm production orders.
     
    Optional:
    > Set up Location Mandatory and SKU Cards if you plan at multiple locations.
    > Ensure calendars are defined (Shop Calendar) if you want working days considered in due dates.
     
    With these in place, Sales Order demand will flow to the Planning Worksheet and generate production order suggestions.
     
    Thanks
    Rishabh
  • Suggested answer
    YUN ZHU Profile Picture
    99,090 Super User 2026 Season 1 on at
    Hi, hope the following can give you some hints.
     
    Thanks.
    ZHU

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