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Small and medium business | Business Central, N...
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Order Tracking Policy On Item Card

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Posted on by 1,159

Hi All,

We are using requisition worksheet without production. What are the practical implications of field below from a requisition worksheet point of view:

I assume if you set this to None you cannot drill down into existing purchase orders (or reserved sales orders) from requisition worksheets? However this has no impact on dates for quantities suggested

order-tracking.jpg

  • Shan Profile Picture
    20 on at
    RE: Order Tracking Policy On Item Card

    Hi @jerome77,

    You stated: "We do not recommend that you use dynamic order tracking together with planning functionality." Is this because it will reschedule order by due dates rather than first come first basis?

  • Verified answer
    jerome77 Profile Picture
    on at
    RE: Order Tracking Policy On Item Card

    Hi

    If the Order Tracking Policy field on an item is set to None, Microsoft Dynamics NAV will never create reservation entries in the Reservation Entry table, unless planning (through Regenerative Plan, Calculate Plan or Net Change Plan), Reservation or Item Tracking functionalities are executed. Additionally, you can have reservation entries created when using the Manufacturing-to Order or Assembly-to-Order policies even when order tracking policy is not used. You can consider setting the Order Tracking Policy to None if you will not require dynamic tracking (on the fly) a demand against a supply or vice versa. The tracking of supply against a demand is handled by the dynamics order tracking functionality or the planning engine. We do not recommend that you use dynamic order tracking together with planning functionality.

    NAV Supply Planning is based on the first perspective when pegging demands to supplies. This pegging is then available to the users through the Order Tracking Action which is available in most of the order types in NAV. However, this is only meaningful for demand-driven planning (Order or Lot-for-Lot) since it is where demand-supply tracking is meaningful for the users. In the other hand, if this is a stock-driven planning (Fixed Reorder Quantity or Max. Quantity), we should not be interested on this pegging but in how inventory availability fluctuates over time. This is the inventory availability views where we can visualize inventory level over time. This inventory availability, how projected inventory is calculated, is the meaningful info when stock-driven since this is how we could understand where our projected stock is used.

    Note: Order tracking is meaningful for demand-driven planning. This is Order or Lot-for-lot reordering policies. Items with any of these two policies are planned against demand. Thus, here is relevant what supply is required for a given demand. This is the order tracking. If this is a build to stock reordering policy (Fixed Reorder Qty. or Max. Quantity), the requirement would be to check how inventory fluctuates over time to determine what the stock requirement on a given time. With this make to stock policies, we are interested on build stock for any future demand. Thus, we should be more interested on checking the inventory availability views to understand how inventory level change over time.

    Hope helpful,

    Kind regards

  • Verified answer
    Suresh Kulla Profile Picture
    47,789 on at
    RE: Order Tracking Policy On Item Card

    Please check this link to know more about that field

    www.archerpoint.com/.../order-tracking-policy-microsoft-dynamics-nav-misunderstood-setup

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