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Planning purchase orders in same unit of measure as they are sold in

  • 1.  Planning purchase orders in same unit of measure as they are sold in

    Posted 21 days ago
    #Functional #D365BusinessCentral #SupplyChain​​​​


    We are learning how to use the planning worksheet to create purchase orders.

    We want the amount of repackaging to be low, so the planner worksheet should generate purchase orders where items are purchased in the same unit of measurement, as they will be sold in.
    So if a particular item can be sold in 2 different units (e.g. a bottle or a crate of 25 bottles) then the planner should generate 1 or 2 lines for that item depending on the unit(s) that the product will be sold in.

    Is this possible? If so, how can we achieve it?
    We are using Business Central, the cloud version.

    Some background / things that we tried:

    - The obvious solution to create different products for each unit of measurement is undesirable because in statistics we want the total quantity of product sold (e.g. "beer"), expressed in the base unit, not two different numbers.

    - On the item card a "purchase unit of measure" is required to run the planning worksheet. After this field is filled, all proposed purchase order lines for an item are in this single unit of measure it seems. On the Stockkeeping Unit card, a similar field seems missing.

    - We choose the "Lot-for-Lot" policy with an accumulation period of 1 day.

    Wolter Kaper
    Entocare C.V.
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Planning purchase orders in same unit of measure as they are sold in

    Posted 18 days ago
    When using Lot-for-Lot planning the system is combining all of the demand (within the time period) to create a single supply order.  Immediately I know it will not accomplish your goal.  For example, if I sell 25 bottles the system is going to order 1 crate (25 bottles) to replenish the demand.

    There are two potential options (sorry didn't test them before responding), using an Order policy or using a Purchasing Code (Special Order).  In either case you are going to get a 1:1 relationship between your purchase and your sales.  This could mean a lot more purchase orders than you want to deal with, yet should accomplish your goal of purchasing in the same unit as your sales.

    The only other method to accomplish your goal would be to have two Item Records (one for Bottles, one for Crates) and apply the same Dimension value to both Items.  This way you can still report on the Rev/Cost/Profit of the specific product while still having the system buy in the unit of measure of the sale (with grouped demand).  Just be aware this has the potential of making your Item list huge depending on the number of products and Units of Measure of those Items.

    I hope this helps give some options for you to review.

    Ben Baxter
    Accent Software, Inc.
    carmel IN

    Academy - Online Interactive Learning from Experts

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