Dynamics Community Forum Thread Details

Planning Worksheet as part of Sales Order Processing Proceedure

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!

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