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2016 NAV Planning Worksheet

  • 1.  2016 NAV Planning Worksheet

    Posted Jan 29, 2020 11:01 AM
    I am running a Planning Worksheet in 2016 NAV,  The worksheet is showing items to order, even though I have the demand and SKUs covered on a PO.  I am thinking this has something to do with due dates and lead times.  Is there a way to not have these items show up?  I do not want to make adjustments to the SO or jobs due dates to match a PO receipt date.   Thank you.



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    Randy Major
    Beckwith & Kuffel
    Seattle WA
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  • 2.  RE: 2016 NAV Planning Worksheet

    TOP CONTRIBUTOR
    Posted Jan 30, 2020 07:40 AM
    When you say SKU's does that mean that you have a parent item # that is stocked in multiple locations with its own replenishment and planning strategies at each location?  Second, if you are using fixed reorder qty or ​maximum qty the suggestions may be driven by these settings, not a sales order.  Third, the suggestions may be transfers to other locations.  If it is only a need for a specific item the carrots can be used as a filter.  Don't show me item 1000 would look like this <>1000.  If it is a functional change then the planning parameters are your place to start experimenting.

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
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  • 3.  RE: 2016 NAV Planning Worksheet

    Posted Jan 30, 2020 10:58 AM
    Jason,

    I am trying to create a very simple system that has a mixture of items with and without SKUs.  We use most replenishment systems: Purchase, Prod. Order, and Assembly. We also would change to Transfer in the Planning Worksheet as needed. We only have 3 locations that we keep inventory in and run separate Planning Worksheets for each location, so the planning is by location.

     To answer your 1st question - yes, we just use parent item#s with their own planning strategies and locations.

     We are using Fixed Reorder Point in the SKU, but our local NAV company is having us use Lot-for-Lot at the Item Card level.  I am thinking both should be Fixed Reorder Quantity (Item Card & SKU)?  Don't know if this causes issue.  We do know that if the SKU does not have Fixed Reorder Quantity, it does not show up in the Planning Worksheet.  These items show up on the Planning Worksheet if the ROP is below available qty.  Available qty = on hand + internal supply (transfers, production orders, and assembly orders) - sales orders - internal demand (sales order, component line, asm. component, and planning line), then suggests a quantity to order.

     The items with no SKU show up on the Planning Worksheet if there is a demand (sales order, component line, asm. component, and planning line), so this is working ok.

     The issue is that the Planning Worksheet is telling me to basically create a new PO to support the demand.  I cannot magically create a new PO with a better ship date (we are a distributor and usually only have 1 supply chain).  I have also tried to change the PO receipt date to be before the SO date, but the Planning Worksheet is still telling me the create a new PO.

     My last ERP allowed me to make the Lead Time for an item way past any demand date (usually 90 days) and this worked.  I am hoping that we can somehow manipulate the internal dates.  I tried to add a lond lead time to the item card (365D), but this did not work.  I read the Dampener Period could do this, but it did not work.

     Any suggestions?  I am hoping these changes is something we can do without any program changes. Thanx.




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    Randy Major
    Beckwith & Kuffel
    Seattle WA
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  • 4.  RE: 2016 NAV Planning Worksheet

    TOP CONTRIBUTOR
    Posted Jan 30, 2020 09:17 AM
    Randy,

    If the PO is in the future of when the need is, the system will suggest you cancel the PO and create a new PO with an earlier date.  This can be very frustrating.  I've seen cases where logic is added to create a buffer period.  For example, if the PO receipt is expected with 7 days, don't suggest the cancel/new suggestions.  The only issue with this approach is you lose visibility into a potential issue.  If the receipt causes a stoppage in a production run because material will not be available, that is a big problem.

    If you get the suggestion for the cancel/new PO, you could adjust the demand source to reflect a different start date based on when the material will be available.  If you can start the process without that particular item being needed, you may want to consider an Extension that you can taylor for the scenario.  Things to consider would be only allowing the buffer period for non-Critical components, having a global period field and an Item specific period filter (7D global, 2D for specific items).

    There is a "planning flexibility" field on the PO lines, but I have mixed feelings on the viability of the field.

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    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
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  • 5.  RE: 2016 NAV Planning Worksheet

    TOP CONTRIBUTOR
    Posted Feb 03, 2020 10:49 AM
    I already had this kind of problem and found out that the "Expected Receipt Date" was blank on the PO line.
    If it is blank, the MRP won't take that line into account.

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    Samuel Champoux
    IT Director
    Drummondville QC Canada
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