Simpflified purchase planning
In this article
Planning proposals can be somewhat confusing for some customers, because the planning algorithm used in Microsoft Business Central,balances demand and supply in time.
Some customers do not need this level of complexity and just need a flat and simple calculation: Shortage=Supply-Demand-Safety Stock
Formula is designed as follow : Shortage = Saftety Stock Qty. (Item Card) + Qty. on Sales Order + Qty. on Service Order + Qty. on Assembly Component + Qty. on Production Component – Item Inventory – Qty. On Purchase Order – Qty on Assembly Order – Qty. On Production Order
Note
Safety Stock from SKU is not taken in the calculation of the shortage.
If the Shortage is less than 0, the quantity is entered as a line in the Requisition Worksheet. The proposal date is the earliest demand date.
Setup
No setup is required for this functionality.
Execution
- Choose the
icon, enter Requisition Worksheet. - On the Requisition Worksheet, select the Batch Name of the Requisition Worksheet you want to use.
- On the Ribbon, select Calculate Simplified Plan. The Calculate Simplified Plan Page appears.
- Select the Location for which you want to calculate the Simplified Plan.
- Select the Order Date (The Order Date is the date on which you want to issue the orders).
- Optionally, set Filters to select the items that you want to calculate the plan for.
- Optionally, set Limit Total on Location to filter out Locations.
- Click OK to start the calculation. The Requisition Worksheet is filled with lines that need action.
- Process the lines to generate Purchase Orders (Standard NAV functionality, by clicking Carry Out Action Message on the Home Tab)
