Plan for new demand order by order

You can plan for new demand on an order by order basis on the Order Planning page. The page displays all new demand along with availability information and suggestions for supply. It provides the visibility and tools you need to effectively plan demand from sales lines and component lines, and then create different types of supply orders.

You can access the Order Planning page in two ways depending on your focus:

• From an order that you want to plan for specifically.
• In batch mode, because you want to plan for all new demand.

Plan for new production order demand

1. Select Search (Alt+Q) in the upper-right corner, enter Planned Production Orders, and then choose the related link. (You can do these steps for planned, firm planned, or released production orders).
2. Open the production order you want to plan for, and then choose the Planning action.
3. On the Order Planning page, choose the Calculate Plan action.

The page displays planning lines according to the view filter Production Demand, meaning unfulfilled component lines of all existing production orders. Demand for only the one production order doesn't show because you must plan with an overview of potential demand for earlier component lines. Planning lines for the production order in context are expanded.

Plan for any new demand

1. Select Search (Alt+Q) in the upper-right corner, enter Order Planning, and then choose the related link.

2. On the Order Planning page, choose the Calculate Plan action.

3. Choose the Expand (+) button in front of the date in the Demand Date field to see the underlying planning lines that represent demand lines with insufficient availability.

4. For each expanded planning line, that is, demand line, fields at the bottom of the page display information.

   Option	Description
   Qty. on Other Locations	Shows whether the item exists at another location. You can look up and select the item.
   Substitutes Exist	Shows whether a substitute item is created for the item. You can look up and select the item. This feature only applies to components, that is, from demand lines of type Production.
   Quantity Available	Shows the total availability of the item, that is, the projected available balance.
   Earliest Date Available	Shows the arrival date of an inbound supply order that can cover the needed quantity on a date later than the demand date.

5. In the Replenishment System field, select the type of supply order to create.

   The default value is that of the item or SKU, but you can change it to one of three options:

   Option	Description
   Purchase	Creates a purchase order.
   Transfer	Creates a transfer order.
   Prod. Order	Creates a production order.

   Note

   If the field isn't filled in, Business Central displays an error message when you use the Make Supply Order action, and no supply order is created for the planning line. However, the exception is when the replenishment system is Prod. Order.

6. From the Supply From field, you can look up in the relevant list and select where the supply should come from. You must select a value according to the selected replenishment system.

   • If replenishment system is Purchase, the look-up button in this field looks up on the Item Vendor Catalog page.
   • If replenishment system is Transfer, the look-up button in this field looks up on the Location List page.

   If the item exists in another location, the Qty. on Other Location field at the bottom shows a value, and you can then look up and select the supply location when you make the transfer order.

   If a substitute exists for the item, the Substitute Exists field is set to Yes, and you can then look up to the Item Substitution Entries page and select the substitute.

   Note

   Item substitutions don't automatically cause an item to replace another item, for example when creating a sales order or in a BOM. Instead, you're alerted to the fact that a substitution is available to you.

7. Select the Reserve checkbox if you want to make a reservation between the supply order you're creating and the demand line that it's for. It's empty by default.

   Note

   You can only select this check box if the item has Optional or Always in the Reserve field on its item card.

8. In the Qty. to Order field, you can enter the quantity that goes on the supply order you're creating.

   The default value is the same as the quantity in the Needed Quantity field. But you can decide to order more or less than this quantity based on your knowledge of the demand situation. If, for example, the Order Planning page shows that several unrelated demand lines are for the same purchased item, and they're due around the same date, you can consolidate these lines by entering the total needed quantity in the Qty. to Order field of one line, and then delete the others planning lines for that item.

9. In the Due Date and Order Date fields, you can enter the dates that should apply to the created supply orders.

   These fields are interrelated according to the Default Safety Lead Time field on the Manufacturing Setup page. By default, the due date is the same as the demand date, but you can change the date.

Create supply orders

1. Select Search (Alt+Q) in the upper-right corner, enter Planned Production Orders, and then choose the related link. You can perform these steps for a planned, firm planned, or released production order.

2. Open the production order you want to plan for, and then choose the Planning action.

3. Choose a relevant planning line, and then choose the Make Orders action.

4. On the Make Supply Orders page, on the Order Planning FastTab, in the Make Orders for field, select one of the following options.

   Option	Description
   The Active Line	Make a supply order only for the selected line.
   The Active Order	Make supply orders for all lines in the selected order.
   All Lines	Make supply orders for all lines on the Order Planning page.

5. On the Options FastTab, define what kind of supply orders, or requisition worksheet lines, should be made.

   Note

   The settings you last made on the Make Supply Orders page are saved under your user ID so that they're the same the next time you use the page.

6. Choose the OK button to create the suggested supply orders or requisition worksheet lines.

You have a plan for the unfulfilled demand by making respective supply orders. Details about specific work flows when using the Order Planning page would depend on a company’s internal policies.

When you finish your planning work on the Order Planning page, for example you defined an alternative way to supply the quantity, you can proceed to create supply orders for one or more of the planning lines.

Related information

Planning
Setting Up Manufacturing
Manufacturing
Inventory
Purchasing
Design Details: Supply Planning
Setup Best Practices: Supply Planning
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