web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Source type in Plannin...
Microsoft Dynamics NAV (Archived)

Source type in Planning Worksheet

(0) ShareShare
ReportReport
Posted on by David Kuziara 1,048

I want to use the Planning Worksheet to create production orders based on Sales order demand.

When I do this, the production order has the Source type as Item.

How do I make this default to Sales Header and contain the sales Order number in the Source No. field ?

I am using NAV 2013 and I have the items set to "Tracking & Action Msg".

Summary:

I create a Sales Order, then use the Planning Worksheet which creates a Planned Production Order.

The Source type in the Production Order is Item

I want it to be Sales Header and have the Sales Order Number showing.

 

Is there a bug in NAV ? or do I need to change a setting (if so, what setting?)?

Thanks

 

Dave K

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Neville Foyn Profile Picture
    Neville Foyn 4,320 on at

    Hi

    To get the production order to display the sales order as the source (And only have that sale's production included as with the planning sheet there may be other replenishment included) you need to:

    Create a new production order

    Select sales order and the sales order number on the top of the production order

    Run Refresh from the actions menu

    This will populate the production order with the contents of the sale

    Depending on the processes in the company and the type of production you may want to have a button developed on the sales order that does this automatically when the user clicks it

    Cheers

    Nev

  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at

    Neville is describe process to get SO on Production Order Header. Answer on your question is: if you use Planning Worksheet to create production order, you cannot get SO on PO header. When you use Planning Worksheet, system make requierement based on Item.

  • David Kuziara Profile Picture
    David Kuziara 1,048 on at

    When I view the Production Order that was generated by the Planning Work Sheet, I can highlight the Prod Order line and select Functions->Order Tracking.  This shows me the Sales Order that created the demand for the PO.

    I need to be able to show the Sales Order details such as the Customer in a Route Card Report.

    Since I cannot obtain this from the PO Header, is there another way to get the SO record (using C/AL) in a Route Card Report ?  Thanks.

    Dave K.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

#1
TAHER_El_Mehdi Profile Picture

TAHER_El_Mehdi 2

#1
sliderxb Profile Picture

sliderxb 2

#1
broberts Profile Picture

broberts 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans