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  • 1.  Planning Flexibility - Unlimited vs None

    SILVER CONTRIBUTOR
    Posted Nov 30, 2021 03:41 PM
    Hi All,

    I'm still not quite sure if I understand it's true functionality so I'd appreciate anybody's extra insight.

    I'm questioning this scenario on utilizing the planning flexibility as none:  We have PO's for items that are NOT planned yet.  This is due to long lead times for certain items and we have a speculation forecast process in place that hasn't begun yet prior to forecasting and creating production orders.  We know that we will eventually plan it and create a production order, but the Planning Worksheet is now building action messages to cancel the supply.  I set the planning flexibility to none on the PO line.  Now, it no longer populates in the Planning Worksheet, which is what I want.  But, when we create a production order down the road for this supply, will it recognize any necessary change in quantity or date?  Let's say the PO currently has 100 on order to arrive on 11/1/22.  But, once we set up our production order, the plan is for 200 for 12/1/22.  If it is set as "
    none" in planning flexibility, will the Planning Worksheet create the action message to add 100 more of the supply as well as a necessary date change?

    Bradley


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    Bradley Schacht
    Clesen Wholesale
    Evanston IL
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  • 2.  RE: Planning Flexibility - Unlimited vs None

    SILVER CONTRIBUTOR
    Posted Dec 01, 2021 09:01 AM
    When setting the planning flexibility to none, you have to manage the dates manually (you're telling NAV to NEVER reschedule or change, but it will be here then).  If you have a demand prior to the expected receipt date, you will get messages to order more for that date. If your demand is after the receipt date, you should not get messages to order more unless you still don't have enough or if the demand is prior to the receipt.

    On the flip side, if you let the expected receipt date lapse and don't set the planning start date to cover it, you will not even see the old PO and get messages to order more.

    There are several fields in the planning fasttab on the item card (or stock keeping unit card if you have multiple locations) that affect how planning works and can settle down some of the cancel and reorder or reschedule messages.    Fields like Damper Period, Damper Quantity, Safety Lead Time, Safety Stock Quantity, Min Order Qty, Max Order Qty and order multiple work with most of the Reordering Policies.  If you're using Lot-for-Lot, the Include Inventory boolean, Lot Accumulation Period and Rescheduling Period fields are very useful.

    I recommend spending alot of time playing with the settings in a test company to get confidante with how it behaves with each setting change, it will be time well spent.

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    Mark Buckingham
    Signature Systems Group, LLC
    Flower Mound TX
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  • 3.  RE: Planning Flexibility - Unlimited vs None

    NAVUG ALL STAR
    Posted Dec 01, 2021 10:37 AM
    Mark makes some very good points about the effects of setting the planning flexibility to ''none".  None = never and you won't see any warnings.  I have had clients try the none setting, but they would prefer to see the warnings.  It is easy enough to set a filter and delete those lines.
    I agree with Mark that you should test other planning options.

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    Robb Delprado
    Senior Trainer and Consultant
    New View Strategies
    [email protected]
    860.558.8032
    Houston, TX
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  • 4.  RE: Planning Flexibility - Unlimited vs None

    SILVER CONTRIBUTOR
    Posted Dec 15, 2021 10:44 AM
    Very good points.  Thanks for the response.

    We are set up as Lot-for-Lot and I utilize dampener period, lot accumulation period, and reschedule period.  It has helped settle down the MRP actions.  After what you've said, I think it might be best practice to set up a work-in-progress production order and notate that it's a WIP.  This specific item is a repeat item every year and we usually source it at the same date yearly.  We are in the horticultural industry, so there could be possible growing time changes where we'd rather get the item earlier or later in comparison to previous years depending on how long it takes to grow the plant.  The quantities remain pretty close year to year but it can fluctuate depending on sales demand.  Setting planning flexibility to none sounds like it can be dangerous if not managed closely.

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    Bradley Schacht
    Clesen Wholesale
    Evanston IL
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