Purchasing items with long lead time and purchase policy

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Posted on by Meier

Hi All

Coming from Axapta i have been thrown out in a project where we use Dynamics Nav 2017 small business.

We are sourcing season product (Summer & Winter items) with long lead time 6-8 month and 45 day delivery time on sea. So in my mind i need to create forecast on these items?

So how do i create sales forecast and which purchase policy is the best forecast?

Any other help regarding planing, setting and other tips would be great, i am little bit away here from my days i Axapta

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Purchasing

Forecaster and FRx

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YUN ZHU 69,760 Super User 2024 Season 2 on at

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RE: Purchasing items with long lead time and purchase policy

Hi, I think Marco means Mainstream Support of NAV 2017 ended last week.

https://docs.microsoft.com/en-us/lifecycle/products/dynamics-nav-2017

And Microsoft will ship final CU for NAV 2017 this month.

https://support.microsoft.com/en-us/topic/released-cumulative-updates-for-microsoft-dynamics-nav-2017-99f042ca-81ed-9fd5-2645-75fa9590dfd1
Meier 45 on at

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RE: Purchasing items with long lead time and purchase policy

What do you mean by last month with CU?
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Marco Mels on at

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RE: Purchasing items with long lead time and purchase policy

Hello,

Please be aware that this month it is the last month we will ship CU's for Dynamics NAV 2017.

Thanks.
Meier 45 on at

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RE: Purchasing items with long lead time and purchase policy

I found out that NAV 17 can't handle variants & forecast. I made an new question maybe you can give me your thoughts about it
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YUN ZHU 69,760 Super User 2024 Season 2 on at

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RE: Purchasing items with long lead time and purchase policy

Hi, The easiest way is to use the Receipt Date on the purchase order lines to manage receipt date. Then use the data in Purchase Line to analyze manually.

Or you can try this.

https://docs.microsoft.com/en-us/dynamics-nav-app/ui-extensions-sales-forecast#setting-up-forecasting

Hope this will help.

Thanks.

ZHU
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Community Member Microsoft Employee on at

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RE: Purchasing items with long lead time and purchase policy

Meier,

Given that you have seasonal Lead Times, NAV has 1 default lead time value for the item and you can setup Lead time values for the Vendor and Item combination (this overrides default if the they are the default vendor). With that said, you can update the Lead Time field which will help driver Requisition Worksheet or MRP, depending on what you are using, for Planning.

Now, your question, how do you create a Sales Forecast you can search for Production Forecast. Enter your Sales Forecast, by Item, by month. Doing it by Month means your Purchase Orders will be created, with the applicable Lead Time, to be received by Day 1 of that Month.

As for Purchase Policy, not sure if you are referring to Replenishment System, which you should show as Purchase, or Reordering Policy, which depends on your company. Each Policy creates a different outcome, they are:

If you are looking for more planning information, please email me and I will send some over - steven.chinsky@wipfli.com.

Thanks,

Steve