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Purchase planning for Trading Items

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Posted on by David Tailor

822

Hello,

how to plan purchasing of trading items for next year using sales quantities from previous year in Business Central ?

how to achieve this?

as an example:

we have the following quantities sold in 2023:

Item A ->

Month	Quantity
Jan 23	30
Feb 23	20
Mar 23	10

and so on ...

We need the system to suggest the purchasing of the same for 2024 by reading all the sales for all the items.

Regards,

David

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,078 Most Valuable Professional on at

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Hi

I hope this can help you and give you some hints

Solved: AI Demand forecast with historical data to requisition worksheet (dynamics.com)

Netstock | Supply Chain Planning Software

Business Apps – Microsoft AppSource

BR

GR

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Valentin Castravet 31,262 Super User 2025 Season 2 on at

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The Business Central planning engine (MRP, MPS) does not take into accounted posted sales. It only takes into account existing demand which can come from two things - open sales documents and forecasts. To plan purchasing based on sales quantities from the previous year, you will have to create a demand forecast yourself - Create a Demand Forecast - Business Central | Microsoft Learn. The forecast would be based on your sales data from the previous year.

After that, you would run MRP or MPS - Run Full Planning, MPS, or MRP - Business Central | Microsoft Learn

Valentin Castravet

Zander ERP Services

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David Tailor 822 on at

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Hi Valentin,

so if i add for item A the table above: e.g. 30 in Jan 23 and run the full planning, the system should suggest 30 for Jan 24 (if starting date and ending date is: 01/01/24 and 01/31/24).

Note: which setup should be done on the item card?

Regards,

David

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Jun Wang 8,200 Super User 2025 Season 2 on at

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as suggested, you need to create a forecast in BC, then use that forecast when running item planning or requisition worksheet. the forecast will be treated as demand and will net against sales order.

Jun Wang

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