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Forward Planning - Lead Time

  • 1.  Forward Planning - Lead Time

    Posted 12 days ago
    ​Hello, we are using NAV 2015, we are starting Planning for Purchasing. We just noticed that when we order an item today, the order date on the line on the PO back dates the order date to the calculation in the Lead Time. e.g. we put an order in for today and if the lead time = 2W, the order date changes to 2 weeks prior.

    How do I change the set up so the order date will remain the date we order the material and the 2W Lead Time will be in the future and give us an expected Receipt Date to be 2 weeks from the order date.

    Thanks,

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    Lorna Campbell
    Triple M Housing
    Lethbridge AB
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  • 2.  RE: Forward Planning - Lead Time

    TOP CONTRIBUTOR
    Posted 11 days ago
    Lorna,

    This will probably boil down to timing and your Reordering Policy.  If I'm running the Planning Worksheet with a 3 month time horizon (Start and End Date), and the system notices I'll hit my Reorder Point in 3 weeks, then the system will suggest an Order Date in 1 Week based on the 2 Week lead time for the Item.  However, if the Reorder Point is going to hit this week, and I have a 2 Week Lead time, the Order Date is going to be in the past.

    The Planning Worksheet likes to plan the future (as long as the future is far enough to plan).  It still works making suggestions in the past, but sometimes the Order Tracking/Audit can be harder to follow.  It is always recommended to teach your Sales Team to use realistic Delivery Dates on Orders.  If I have a product with a 2 Week lead time, I need to have an Expected Receipt Date pushed out into the future so the Planning Worksheet has time to accommodate the order.​

    You'll have the discuss this with your company on the best strategies to properly plan the products, including how you enter the Demand Date that drives the suggestions.

    Hope this helps!

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    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
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  • 3.  RE: Forward Planning - Lead Time

    Posted 11 days ago
    Thanks Ben, yes good explanation.​

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    Lorna Campbell
    Triple M Housing
    Lethbridge AB
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  • 4.  RE: Forward Planning - Lead Time

    GOLD CONTRIBUTOR
    Posted 8 days ago
    @Ben Baxter I agree with Lorna, great explanation.  Lorna, another area to consider / explore is when you are planing your production order.  The replanning function does allow you to plan backwards AND forwards and will push the date.  Before the production order is released the dates can be manipulated to play a "what-if" game of sorts.  This isn't a complete answer, but hopefully it provides a little direction for your testing.  There is some business process considerations as well.  Many times the production supervisor wants to provide input before sales makes a promise to a client.  Please share the solution that you implement with the group.       ​

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
    Dublin IL
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