Planning Worksheet is only generating Production Orders

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Posted on by ATLaw

The issue I am running into is as follows: When I create demand in the system with a sales order (when the amount needed to fulfill the sales order exceeds the amount in warehouse) I am attempting to use the planning worksheet to generate the production and purchase orders I would need to create the item in demand.

What happens is, the production orders are created and the purchase orders are not. I have checked the items that need POs and they are set as "Purchase" as the Replenishment System in the item card. I have also checked the BOM and Routing and neither have empty or incorrect versions. I have checked the planning worksheet filters and setting and they are correct, or at least they are set in the way that works in another company I have access to.

So my question is where do I go next to figure out what I changed to break my planning worksheet?

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Marco Mels on at

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RE: Planning Worksheet is only generating Production Orders

Thank you for sharing final answser. Great work!
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ATLaw 30 on at

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RE: Planning Worksheet is only generating Production Orders

Yeah I did this and figure out I had somehow removed the warehouse location from the customer. So this fixed the issue for me.

So long story short, make sure when you need to request new inventory the customer has a place to put the inventory you are requesting...

Thanks Folks!
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MahGah 15,437 on at

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RE: Planning Worksheet is only generating Production Orders

Hi

Also look for the two following places:

1) Company information -> Shipping then look for Location to see if it is populated in none-working company and if it is correct.

2) MFG Setup under planning and see if settings are identical. Also , check Component at location and see if populated for both company and if it is correct for none-working company.
Francisco Bedolla 1,119 on at

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RE: Planning Worksheet is only generating Production Orders

Usually, I open both companies in 2 windows and compare page by page (multiple monitors)

start with the company info checking the experience, then manufacturing setup, inventory setup, item cards, stockkepping units, transfer routes, BOM, routes.

Yes, is a little disgusting but is the best approach when we are not sure about a setting

Good Luck!
ATLaw 30 on at

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RE: Planning Worksheet is only generating Production Orders

MPS and MRP are running for me in both companies.

As to the SKUs I dont have them setup for either of the companies I am testing this in. One company works just fine, the other does not. Im trying to side by side the two with little luck.

Thanks for the answers!
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Francisco Bedolla 1,119 on at

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RE: Planning Worksheet is only generating Production Orders

I defined a new item finished good and 2 raw materials 001 and 002

The 3 of them are defined as

The reordering policy for all of them is order

I create a sales order , release the order

And run the planning worksheet

Lets change a little the raw material 001 and put the reorder policy to max and define some max

Re run the plan wkst with empty warehouse

Its enough intelligent to ask for my max + the to be used quantity

Now, let’s put some inventory for 001, 3 items to be sure, and

Now im going to add 2 more in another location

Got the same result

Why this? Because I need to define in which location is the raw materials and where is the finish good, also, the transfer routes to make the system calculates the transfer order.

I used Order as reorder system because I don’t need to produce anything until I have a sales order, in the same idea, the raw mats can be ordered in the first example or planned in the second (max qty).

My BOM is this one

And I not using routing, std warehouse, no pick or put away and the planning worksheet is the standard too.

For the item replenishment

And finally, my manufacturing setup

Hope that helps
MahGah 15,437 on at

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RE: Planning Worksheet is only generating Production Orders

Hi

A few questions

1) Do you mean planning worksheet shows that you need PO and when you select "carry on" then does not create a PO or it does not recommend any PO items.

2) What do you have under Reordering Policy section of the Purchase items? That can determine how system determine PO.

3) Do you have any stockkeeping unit? If yes what are the settings there for these PO items?
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Ben Baxter 5,651 Super User 2025 Season 1 on at

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RE: Planning Worksheet is only generating Production Orders

I would venture a guess and say you are running MPS only. This picks up the direct demand from the Sales Order, but stops there. If you want the Planning Worksheet to pick-up the indirect demand, which would be the components on your new or existing Production Orders, you need to toggle on the MRP option when running your plan.

In Manufacturing Setup there is an option to allow the Planning to be run with both MPS and MRP checked, which it sounds like what you want. Be sure to select that option, otherwise you'll be running the Planning Process twice to pick-up both sides of the demand.

IF you are running MRP and not getting results, check that your Items have SKU (Stockkeeping) records for the Location where the demand is being created.

Hope this helps resolve your issue.