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Forecast consumption

  • 1.  Forecast consumption

    Posted Dec 13, 2017 11:10 AM
    Good morning all!
    We are looking at the possibility of using Production Forecast to plan for our overall business demand.
    At the moment we use both jobs and forecast and transact both sales orders and transfer orders to fulfill the jobs requirements and production forecast. If there a way to set-up NAV 2016 so that both sales orders and transfer orders consume/fulfill a Production forecast?
    Looking at different options outside of jobs to drive demand when running MRP.

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    Roberto Garcia
    Chicago IL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Forecast consumption

    TOP CONTRIBUTOR
    Posted Dec 13, 2017 11:18 AM
    Roberto,

    We were not using any form of forecasting other than the settings in our SKU cards.  As far as I know MRP was not truly forecasting so we recently added Lanham Demand Planning.   This is now forecasting using our historical data and is advising us if we have "overstock" in another location.  We are also able to review items and advise if we do not want the system to use a specific purchase in the forecast.

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    Marguerite Manelski
    Purchasing Agent
    American Ring
    Solon, OH
    **Great Lakes Chapter Member**
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Forecast consumption

    TOP CONTRIBUTOR
    Posted Dec 14, 2017 07:31 AM

    ​Roberto-

    Is your question how to develop the forecast or how to incorporate the forecast into demand?  My understanding is that the engine inside of MRP is looking at all demand sources for the product (orders, production, transfer) so it should be capturing the transfer orders.  I took a quick look in 2017 and the options for building the forecast are listed as Sales Item, Component, or both.  Does anyone know if the Sales Item includes transfers?  Does NAV consider that a sale?

    Second, if you are asking NAV to combine the two, then apply a growth factor you will have to export to Excel, apply the factor, then import it back in.  Your partner should be able to help with that routine.  Microsoft has it setup out of the box for budgets, but not forecasts.

    Great question.  I am certainly following this one to learn more.



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    Jason Nicolaou
    Solutions Architect
    Socius
    Dublin OH
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Forecast consumption

    TOP CONTRIBUTOR
    Posted Dec 14, 2017 07:41 AM
    From my experience Nav does not see transfers as sales as there is no invoice connected to it.  


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    Marguerite Manelski
    Purchasing Agent
    American Ring
    Solon, OH
    **Great Lakes Chapter Member**
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Forecast consumption

    TOP CONTRIBUTOR
    Posted Dec 14, 2017 09:13 AM
    I'm a little confused as to what you're trying to accomplish.

    The Sales Orders would determine demand.

    The Transfer Orders is one of the outputs of the Requisition Worksheet, so instead of buying product, you can just transfer from a location with surplus to a location with need.

    Are you saying you want the Calculate Plan report to take open Transfer Orders into account when deciding what to order? I don't think NAV does that. It would require a mod, possibly.

    You may already know this, but just in case:

    Calculate Plan

    Used to calculate a requisition plan for items and stock keeping units set up for replenishment by a purchase or transfer order. The batch job performs the following functions:

    • Investigates the demand and supply situation:

    Inventory + Scheduled Receipts + Planned Receipts – Gross Requirement

    • Determines the net requirements for the item.

    Also used to present a plan based on net requirements in the requisition worksheet as requisition lines accompanied by action messages.

    The Calculate Plan pulls information from the Replenishment Tab of the Item or Stock keeping Unit Cards:

    2.0https://www.dynamics101.com/wp-content/uploads/2015/05/2.03-300x84.png 300w, https://www.dynamics101.com/wp-content/uploads/2015/05/2.03-900x251.png 900w, https://www.dynamics101.com/wp-content/uploads/2015/05/2.03-924x258.png 924w" sizes="(max-width: 975px) 100vw, 975px" />

    The Replenishment System field determines what type of document will be created in order to meet demand. The options are:

    • Purchase  The program will create a purchase order.
    • Order – The program will create a production order.
    • Transfer  The program will create a transfer order.

    The Lead Time Calculation field is the date formula for the amount of time that it takes to replenish the item. For Purchase Orders, the Order Date + Lead Time Calculation = Planned Receipt Date. For Production Orders, NAV only uses the lead time calculation if the item lacks a routing. The calculation is the Starting Date + Lead Time Calculation = Ending Date.

    The first two fields are applicable to all documents created from the Requisition Worksheet, and the headings in bold pertain to information needed for the specific types of documents. The Requisition Worksheet will only create Purchase and Transfer Orders.

    Requisition Worksheets in Dynamics NAV 2013 R2
    Dynamics101 remove preview
    Requisition Worksheets in Dynamics NAV 2013 R2
    In this demonstration, we are going to look at how the Requisition Worksheet functions. This is a useful tool for requisition management in Dynamics NAV 2013 that can calculate and suggests a plan to create Purchase and Transfer Orders based on current Sales Orders and Inventory in the system.
    View this on Dynamics101 >


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    Val Gameiro
    Senior NAV Analyst
    BPL Plasma
    Austin, Texas
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: Forecast consumption

    SILVER CONTRIBUTOR
    Posted 28 days ago
    You can use a consensus demand planning and statistical forecasting add-on in Nav.

    Please Check it here https://smartcorp.com/dynamics-ax-and-nav/



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    Xabier Lizartzategi
    Marketing Director
    Smart Software, Inc
    Belmont MA
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    Academy - Online Interactive Learning from Experts


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