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Planning Worksheet Emergency Orders

  • 1.  Planning Worksheet Emergency Orders

    Posted Sep 04, 2019 10:24 AM

    I am trying to understand the planning worksheet in NAV 2015.  When the system creates an emergency order the Due Date is set to the day before the start date.  It doesn't consider the lead times to either purchase or manufacture the product.  This seams to be a strange way to plan because it assumes that you can magically create inventory yesterday.  All the other systems that I have worked with would create an order starting today and ending in the future.

    Is there a way to change the planning worksheet to forward schedule emergency orders?



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    Scott Bockbrader
    Ramco Specialties
    Hudson OH
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    Conference-BCNAVUG_200x200


  • 2.  RE: Planning Worksheet Emergency Orders

    TOP CONTRIBUTOR
    Posted Sep 04, 2019 11:35 AM
    The emergency orders are generally suggested due to there not being enough lead time to get the product in or make the product based on the due date of the demand.  Consider the following scenario:
     - Current work date is 9/1
     - Item X has a lead time of 2W
     - Demand for item X with a due date of 9/10.

    The normal lead time would get item X to arrive on 9/15.  Since this is after the due date, an emergency order is suggested.  With emergency orders, you would generally need to call the vendor to see if you could get the product earlier or push out the due date for the demand.  Either way, it would take some human intervention.  If the system just pushed out the due date by forward scheduling, you might miss the due date of the order.

    Hope this helps.

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    David Wiser
    Project Manager
    Tigunia
    Seattle WA
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    Conference-BCNAVUG_200x200


  • 3.  RE: Planning Worksheet Emergency Orders

    Posted Sep 04, 2019 11:58 AM

    David,

    I agree that you need to have a human intervene and figure out what can be done.  However, there is still a flow in the logic.  I created a production order that is due in 1 week, and then re-ran the planning worksheet.  The results of this is a new emergency order and an action message to cancel the order I created.   Because of the emergency order is scheduled in the past and the system assumes I can get the parts yesterday all of the other planning suggestions need to be looked at.  This get even worse with the emergency order is for a subassembly that is used in multiple parts.

    Is there a way to configure the planning worksheet to assume I will start manufacturing the parts today and it will be completed using the routing?

    Thanks 



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    Scott Bockbrader
    Ramco Specialties
    Hudson OH
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    Conference-BCNAVUG_200x200


  • 4.  RE: Planning Worksheet Emergency Orders

    TOP CONTRIBUTOR
    Posted Sep 05, 2019 07:12 AM
    Scott-  The planning worksheet captures emergency situations, but it is better designed to handle situations where normal lead times are acceptable based on the due date.  I look at it as a tool to make sure nothing slips through cracks like a grocery list versus Top Chef where you have to figure out how to make 90 minutes of meals in 30 minutes.  My question is what is the larger impact on the production department?  Are individual operations shortened or are these production orders simply handled with a higher priority so it overrides what is already on task lists for the equipment?

    So my final question is if your objective is to change the suggestion that the planning worksheet makes, or do you need to improve the chances of meeting those due dates that compress production times?  Both?

    Please share what you implement with the group.  Good luck!

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    Jason Nicolaou
    Engagement Manager
    Sikich, LLP
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    Conference-BCNAVUG_200x200


  • 5.  RE: Planning Worksheet Emergency Orders

    Posted Sep 09, 2019 10:39 AM
    Jason,
    For the most part we can only run the emergency orders as a higher priority.   We will remove  the wait time between routing steps and production orders.  My issue is the planning worksheet has unrealistic due dates on for the emergency orders, every other ERP system I have used would produce an "Emergency" order but the due date would be based on the lead time and/or routing for the part.   By doing this all of later production orders are planned assuming the emergency order will be completed in the future rather than the past, as it does today.

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    Scott Bockbrader
    Ramco Specialties
    Hudson OH
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    Conference-BCNAVUG_200x200


  • 6.  RE: Planning Worksheet Emergency Orders

    Posted Sep 05, 2019 11:49 AM

    Hi Scott,

    There is a way to get what you are looking for from a date perspective I believe.  Order Promising details are here, I believe this might be what you are looking for.

    https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-to-calculate-order-promising-dates

    https://usedynamics.com/business-central/sales/order-promising/

    This isn't necessarily a way to plan forward, but if you set the source document dates accurately to reflect a real scenario, it will engage the planning worksheet to plan items normally according to their lead time and not trigger emergencies…which is I believe your ultimate ask.

    Warm Regards.



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    Steven Filipiak
    Business Consultant
    Columbus Global
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  • 7.  RE: Planning Worksheet Emergency Orders

    Posted Sep 09, 2019 10:41 AM
    Steven,
    Thanks for this that helps a little but a lot of our demand is based on production forecasts that are loaded monthly.

    Does anyone know of a 3rd party add-on that replaces the planning worksheet?

    Thanks

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    Scott Bockbrader
    Ramco Specialties
    Hudson OH
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    Conference-BCNAVUG_200x200


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