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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Source type in Plannin...
Microsoft Dynamics NAV (Archived)

Source type in Planning Worksheet

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Posted on by David Kuziara 1,048

I want to use the Planning Worksheet to create production orders based on Sales order demand.

When I do this, the production order has the Source type as Item.

Apparently, the planning worksheet will always default to Item rather than Sales Header. (I want the Sales Header).

I am using NAV 2013 and I have the items set to "Tracking & Action Msg".

I would either like to know how to change the Planing Worksheet so it defaults to the Sales Header (demand) and have the Sales Order Number showing

OR

(Using C/AL) Find a way to obtain the relevant Sales Header and Sales lines for the production Order and Production Order lines.


Note:

When I view the Production Order that was generated by the Planning Work Sheet, I can highlight the Prod Order line and select Functions->Order Tracking.  This shows me the Sales Order that created the demand for the PO.

I need to be able to show the Sales Order details such as the Customer in a Route Card Report.

So, is there a Code Unit routine that I could call to get hold of the Sales Order ? (How does Order Tracking do it) ?

Dave K.

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  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at
    RE: Source type in Planning Worksheet

    You had the same old theme: community.dynamics.com/.../109680.aspx

    You can not make that by standard. You need tomake customization and this is not so easy. The best way is to ask this your partner.

  • David Kuziara Profile Picture
    David Kuziara 1,048 on at
    RE: Source type in Planning Worksheet

    I don't think that I will customize the Planning Worksheet if it is difficult, but I still need to show the Customer on my (Production Order) report -

    Is it easy to obtain the Sales Order from the Production Order (using C/AL) ?

    (because this is all I need to do here).

    I have the items set to "Tracking & Action Msg", The Order Tracking page seems to be able to get the Sales Order with no problems - I just need my report to do the same.

    Thank you.

    Dave K.

  • Suggested answer
    Neville Foyn Profile Picture
    Neville Foyn 4,320 on at
    RE: Source type in Planning Worksheet

    Hi

    Unfortunately not easy to do however definitely possible, the system builds the list of tracking on the fly using the reservation entries and item ledger entries

    The process starts with the "Released Prod. Order Lines" page / form in the "Show Tracking ()" section

    This then launches the "Order Tracking" form which calls the "OrderTrackingManagement" and builds the records

    If you are sure that there will only be one record returned you could duplicate this functionality without opening the form and catch the record to display

    Hope this helps

    Cheers

    Nev

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