Thank you for responding Kim. I'll keep my replies on this thread for benefit of others interested.1. We don't currently have constrained planning set up, although we do have capacities defined on machine centers and work centers. Any links to additional resources on how to configure capacity planning? I assume it might be using the "Capacity Constrained Resources" page or somewhere else? We will be installing PlannerOne soon, so perhaps we wait for that to handle it, otherwise it may be redundant. 1a. We loaded our forecast on the first of every month but you suggest end of month. That may make more sense. However, I find it interesting that NAV "PLAN" generates production orders prior to the shipment date of the forecast, but when you view the Item Availability it uses the closest forecast in the past as the current forecast until the next period. Seems contradictory so not sure which is more appropriate. Do you agree?2&3. Regarding Sales Orders (SOs) from Sales Blanket (SBs), I don't think we don't have any modifications here. I think the logic makes sense if NAV truly looks at SBs plus Forecast as total demand (I've read this in some white papers). So it should exclude SB SOs from Forecast deductions. But I'm wondering why you're not seeing this if you have SOs released from SBs as well??? If it is what it is, then I guess we'll just put in a workaround on the inbound forecast feed (subtracting SB SOs from monthly forecast before feeding it to NAV), unless you have another idea on how to get them to come out of Forecast in the Item Availability view?4. We experimented and changed the Shipment Date to 5 years in the future and this pushed the emergency order out until then. We also changed the date to a month in the future and it treats that as a forecast. It still seems like there should be a way to tell NAV to ignore Sales Blankets altogether, including SOs from SBs, and only use the forecast, but I haven't found a way.We did some reconfiguring and are testing now. Appreciate any other thoughts or suggestions.Thank you,
Thank you for the reply. It sounds like we're doing a lot of the same things and going down a similar path. That's reassuring! to answer your questions, we're rolling out an S&OP process so trying to generate planned orders 12-18 months out. We're trying to use these rules:- Released Production orders: 1 day before production.- Firm Planned orders: Everything inside the frozen schedule (~2-3 weeks). Some items in 3-8 week window depending on certainty. Also further out if "fixed" due to campaigning, prebuild or special timing (i.e. new product launch, etc).- Planned Orders: Outside of 3 week window. Some items in 3-8 week window if still some uncertainty (I.e. forecast by no contract or orders), most items weeks 8+. These orders still may change and are potentially refreshed weekly/monthly, but represent placeholders for capacity, inventory, labor and material planning.We are doing weekly master scheduling (2-3 months out) and monthly long range planning (12-18 months) using the Planning Worksheet. We're doing weekly MRP using the Requisition Worksheet. I was an IBP Supply Lead in a past career at a large global food company and this was similar to the cadence we were taught and used there and I found it to work quite well. I haven't found a reason yet that this won't work with our business model or with NAV.Thanks again for all the feedback everyone. We learned a lot in the past 2 weeks!