Dynamics Community Forum Thread Details

Planning In Business Central

Hello Community,

I’m working in a distribution company as a Planning Specialist.

I have configured all replenishment and planning parameters on the Item Card (Reorder Point, Reorder Quantity, etc.), and I am not using SKU-level planning.

Additionally, the “Location Mandatory” setting is enabled, as we are working with multiple locations.

However, when I run the Planning Worksheet, the system does not generate any planning lines.

My requirement is to run planning based on the overall company stock level (global inventory), rather than planning per location or SKU.

Is there a way to make the planning worksheet consider Item Card parameters only (without using SKUs) while still keeping Location Mandatory enabled?

I would appreciate your guidance and best practice recommendations.

Thank you.

Categories:

Dynamics 365 Business Central

While it is sort-of possible, I would strongly advise against it.

You can set your parameters on your Item Card (not SKU), then whatever your main Location is, set it as the "Components at Location" within Manufacturing Setup > Planning (even if you aren't doing Manufacturing). This will force the system to use the Item Card's parameters as the criteria for planning for your main Location. However, it is still only planning for the demand at the main Location, and the other Location demand isn't accounted for.

When you have multiple Locations, you need to tell the system how to replenish those Locations. You can still buy everything to the Main Location AND have the other Location demand accounted for. I strongly suggest a SKU per Location, assuming the Item will go to that Location.

If you set the SKU to "Transfer" from Main Location, it means the other Location's demand is accounted for at the Main Location. Alternatively, you can purchase/produce directly to the other Locations by using any of the other Replenishment Systems on the SKU records.

I would also encourage you to attend the DCI National UG meeting (webinar) on April 16th, where I will be reviewing the MRP capabilities within Business Central:

Learners [BC/NAV]: April National UG Meeting - Dynamics Communities

P.S. "Location Mandatory" should be on whenever you have multiple Locations, and there is an argument it should always be on even if you are a single Location.

Best Regards,

Ben Baxter

Accent Software Inc

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