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Planning Worksheet - buffer expected receipt date

  • 1.  Planning Worksheet - buffer expected receipt date

    Posted Feb 06, 2019 11:34 AM
    #NAV2018                   #SupplyChain

    We are working with the planning worksheet and forecasting to create purchase orders.  I am having an issue with getting the suggested expected receipt date to reflect our requirements.  We want to  buffer the expected receipt date by 60 days.

    Our forecast is based on previous years sales.  Ie:  Sales from June 2018 are used to plan for requirements in June 2019.



    Forecast
    This item has a 60 day lead time from the vendor.  We use a lot accumulation period of 120 Days ( 4 Months )

    .Item setup
    When we calculate the plan, all of these settings work perfectly.

    Calculate Plan

    Calculated Plan
    However, we need to product to be arrive, 60 days prior this.  In this example we want to buffer the due date (expected receipt date on the PO)  by 60 days -  Due date April 2, 2019.  The only date I was able to affect was the planned receipt date by entering 60 days in the safety lead time field.  This affected the planned receipt date, but the date that is used by the system as the scheduled receipt date is the expected receipt date and not the planned receipt date.
    Item availability
    Is this possible in standard Nav?  ​​​

    ------------------------------
    Jackie Whittington
    Business/Systems Analyst
    Coghlan's Limited
    Winnipeg MB
    ------------------------------


  • 2.  RE: Planning Worksheet - buffer expected receipt date

    TOP CONTRIBUTOR
    Posted Feb 06, 2019 11:49 AM
    Check out this article....

    Purchasing Lead Time in Microsoft Dynamics NAV
    ArcherPoint, Inc. remove preview
    Purchasing Lead Time in Microsoft Dynamics NAV
    There are actually two Purchasing Lead times in Dynamics NAV. If we look at the Replenishment and Planning Tabs of a Dynamics NAV Item Card or SKU Card, we see Lead Time Calculation and Safety Lead Time. The Lead Time Calculation is what most people would call Purchasing Lead Time.
    View this on ArcherPoint, Inc. >


    ------------------------------
    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
    ------------------------------



  • 3.  RE: Planning Worksheet - buffer expected receipt date

    TOP CONTRIBUTOR
    Posted Feb 07, 2019 08:07 AM
    Jackie,

    I think you are on the right track.  The Lead Time calculation is used to define how long it takes your vendor to delivery product from the time you place the order.  The Safety Lead Time is the buffer you want the product on the shelf prior to when you actually need it.  So using a combination of the two fields should give you the net result you are looking for.

    Due Date = Demand Date (Forecast Date in your case)
    Planned Receipt Date = Due Date + Safety Lead Time
    Order Date = Due Date + Safety Lead Time + Lead Time

    ------------------------------
    Ben Baxter
    Consultant
    Accent Software, Inc.
    Carmel IN
    ------------------------------



  • 4.  RE: Planning Worksheet - buffer expected receipt date

    TOP CONTRIBUTOR
    Posted Feb 07, 2019 11:11 AM
    Jackie,

    ​I would suggest that you show another column on your Planning Worksheet, so you can see the Order Date. This will help you get a more complete picture of what NAV is doing.

    ------------------------------
    Andrew Good
    President
    Liberty Grove Software
    Oakbrook Terrace IL

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  • 5.  RE: Planning Worksheet - buffer expected receipt date

    Posted Feb 07, 2019 04:40 PM
    Thanks all for your responses.

    Using Safety lead time of 60 D we were able to get the planned receipt date to populate correctly

    po
    However, Nav is still looking at the expected receipt date.  If I enter demand for May, Nav is telling me that we won't have stock, even though our planned receipt date is prior.  Is there any way to get Nav to evaluate the planned receipt date rather than the expected?

    item avail
    Much appreciated.

    ------------------------------
    Jackie Whittington
    Business/Systems Analyst
    Gear Aid Inc.
    Winnipeg MB
    ------------------------------



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