Small and medium business | Business Central, N...

Answered

Planning Worksheet as part of Sales Order Processing Proceedure

(3) Share

Report

Posted on by DG-09071510-0

Hi All,

Thanks for everyone's support on my previous issues. I've learned a lot from you.

So we moved from Navision to BC 2 years ago. We unfortunately did not receive much instruction about BC functinality. And thus, we kept most of our old manual proceedures.

Sales Orders are checked manually: line for line, assembly orders BOM line for line, to see if availability is ensured. If not, then production/shipping dates in sales order are adjusted.

Purchase orders are made via excel report which does simple sum of supply-demand comparision without consideration of any dates.

We've been working on setting up reordering policies, which are mostly fixed reorder quantities.

The idea for our new proceedure is to combine sales order confirmation with requisition planning. The idea is that any new sales orders or changes are made before noon. After noon purchasing runs the planning worksheet to see which items need to be purchased AND determine through order tracking which sales/assembly orders need to be rescheduled because of low supply.

This assumes the planning worksheet will be run daily and the plan will only take into consideration things which have changed since the last running. Anything wrong with this? Special considerations to optimise this method?

I've run into an issue: Planning worksheet notices item reorder point is currently breached and suggests fixed order qty. 300 pcs. I make the order but push the due date out 2 days to correspond with regular weekly shipment date from same vendor. When I run the worksheet again the suggestion comes again to place fixed order qty. 300 pcs. And then second suggestion to reduce the qty of the first order from 300 to 10 pcs. (overflow level)

How can I setup to avoid duplicating suggested actions? Is there a better way of handling this? Otherwise our proceedure for running the worksheet daily will be a mess. Interestingly if I advance the delivery date a little sooner, the next time running the plan this item has an error.

Thanks!

Categories:

Dynamics 365 Business Central

All responses (2)

Answers (1)

Suggested answer

Jainam M. Kothari 8,719 on at

Like (1)

Report

Planning Worksheet as part of Sales Order Processing Proceedure

Hello,

To avoid duplicate suggestions in Business Central’s Planning Worksheet when using fixed reorder quantities, avoid manually changing due dates after accepting action messages. Instead, use the Rescheduling Period to allow for small timing shifts, set Planning Flexibility to “None” or “Freeze” on purchase lines, and configure Vendor Calendars or lead time buffers to reflect actual delivery schedules. Additionally, use Dampener Period/Quantity to reduce noise from minor changes and always process suggestions through the worksheet using Carry Out Action Message to ensure BC tracks them correctly.
Verified answer

Sohail Ahmed 3,966 on at

Like (2)

Report

Planning Worksheet as part of Sales Order Processing Proceedure

You're on the right track — using the Planning Worksheet daily to guide purchasing and rescheduling is a strong move toward streamlining your supply chain.

✅ Key Recommendations to Optimize Your Procedure:

---

1. Use “Accept Action Message” + Carry Out Action

After running the Planning Worksheet, make sure to accept the action messages and use the “Carry Out Action Message” to convert them into real orders. BC then marks those suggestions as processed, avoiding duplication on next runs.

---

2. Adjust Rescheduling Parameters

If you're manually modifying suggested orders (e.g., pushing delivery by 2 days), BC may re-suggest changes unless the rescheduling parameters allow for some flexibility.

Go to Manufacturing Setup or Planning Setup and tweak:

Rescheduling Period: Tells BC how many days of variation to tolerate before it suggests rescheduling.

Safety Lead Time: Add buffer to avoid false negatives on availability.

---

3. Modify Dampener Quantity & Dampener Period

These settings help BC ignore minor fluctuations in demand and supply, reducing noise in your Planning Worksheet.

Set in Item Card > Planning Tab:

Dampener Quantity (e.g., 10 units): ignore suggestions below this.

Dampener Period (e.g., 2 days): ignore suggestions if date shift is within this window.

---

4. Use “Planning Flexibility” Field

When you modify a planned order manually, consider setting Planning Flexibility = None so BC doesn't try to change or cancel it later.

---

5. Reorder Policy Impacts

With Fixed Reorder Qty, BC will always suggest the full lot size if reorder point is breached — even if you just ordered. That’s expected.

Instead, consider:

Lot-for-Lot: Plans exact demand and reduces overstocking. More responsive, but less predictable.

---

6. Avoid Date Pushes on Vendor Orders Without Inventory Buffer

If you delay PO delivery, BC sees a gap and tries to fill it again. Either:

Keep original date and receive early

OR increase Safety Lead Time on Item to align supply planning

---

⚙ Suggested Workflow

1. Sales confirms orders by noon

2. Planning Worksheet is run (set filters to "Changed Since Last Run" or Today’s date)

3. Accept & Carry Out Messages

4. Use Order Tracking page for Sales Line rescheduling

5. Monitor exceptions with Planning Error Log

---

Mark below checkbox to make this answer Verified if it helps you. ✅

Community site session details

Planning Worksheet as part of Sales Order Processing Proceedure

Helpful resources

News and Announcements

Quick Links

Jainam Kothari – Community Spotlight

Congratulations to the May Top 10 Community Leaders!

Announcing the Engage with the Community forum!

Leaderboard > Small and medium business | Business Central, NAV, RMS

Featured topics

Product updates

Community site session details

Planning Worksheet as part of Sales Order Processing Proceedure

Helpful resources

News and Announcements

Quick Links

Jainam Kothari – Community Spotlight

Congratulations to the May Top 10 Community Leaders!

Announcing the Engage with the Community forum!

Subscribe to this forum!

Select categories

Leaderboard > Small and medium business | Business Central, NAV, RMS

Featured topics

Product updates