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planning worksheet

  • 1.  planning worksheet

    Posted 03-30-2018 05:13 PM
    I would like to use the planning worksheet (2015 version nav) and am lost at where to begin.  I have set up some min max etc paramaters per item however when i try to regenerative plan or get action message nothing shows up.  If anyone has any help i would appreciate it.

    Mike Zentveld
    Production Manager
    Prosci Inc
    Fort Collins CO

  • 2.  RE: planning worksheet

    Posted 03-30-2018 06:36 PM
    Edited by Franz Kalchmair 03-30-2018 07:18 PM
    best you start here:

    for setting up item planning and replenishment goto

    Franz Kalchmair
    Microsoft MVP
    Senior Consultant
    Vienna, Austria, Europe

  • 3.  RE: planning worksheet

    Posted 03-30-2018 06:54 PM
    ​Make sure you have the Planning parameters setup on the item card for "Order Tracking Policy" = Tracking & Action Msg. as well.

    I found these help links to be helpful when we started setting up MRP/MPS


    Catherine Collins
    Business System Analyst
    San Francisco Bay Coffee Company
    Lincoln CA

  • 4.  RE: planning worksheet

    Posted 04-02-2018 09:38 AM
    ​Hi Mike

    I haven't checked the links associated but make sure you have a reordering policy set for the items on the Item Card. If this is blank the Planning Worksheet will ignore the item planning parameters you have set (example min/max/etc).

    Jenn Morton
    Manufacturing Consultant
    Sabre Limited
    Cambridge Ontario Canada

  • 5.  RE: planning worksheet

    Posted 04-17-2018 08:23 AM
    I agree with Jenn, the likely issue is a blank "Reordering Policy" on the Item(s) that are not showing up.  If this field is blank the Planning Worksheet will skip over the record.

    If you do have a Reordering Policy value, then the next place to look are the dates.  Is there demand within your planning horizon (Start/End Date when running Calc. Plan)?

    Run a quick test to make sure you are filling in the correct fields as well.  If using Fixed Reorder, set a Reorder Point (0 is okay), and a Reorder Quantity (0 is NOT okay).  If you set the Reorder Point at or below your current on hand quantity, this creates demand and you should see a suggestion in the Planning Worksheet equal to your Reorder Quantity.

    P.S.  When using a Fixed Reorder Quantity, do NOT use the Min. Order Qty or Max Order Qty as you have already defined the exact amount to make/purchase in the Reorder Quantity field.

    Ben Baxter
    Accent Software, Inc.
    Carmel IN

  • 6.  RE: planning worksheet

    Posted 04-03-2018 07:23 AM
    On the Inventory Setup is the Location Mandatory set to Yes?  If set to Yes, NAV is looking to the Stockkeeping Card for the Order Parameters.  Have you setup the Stockkeeping Cards?

    Brett Bartholomew
    TGS Management
    Denver CO

  • 7.  RE: planning worksheet

    Posted 04-16-2018 12:52 PM
    Mike - to add to Brett's comment - you may not need a SKU - it depends on how you are setup - but try filling in the MFG setup 'Components at Loc' to your main locations. By doing this NAV will then use the Item card Planning and not need SKU's. There are other considerations if you are using SKU's for another location that also manufactures and in those items you would setup components at location on the SKU as well as setup SKU's for the Purchased items.

    It all has to do with setup - try the MFG setup 'Components at Loc' first.

    Let us know
    Best Regards

    John Grant
    Senior Application Consultant
    Innovia Consulting

  • 8.  RE: planning worksheet

    Posted 04-16-2018 05:02 PM
    ​Is this for a purchased item or a manufactured items? As their might be different paths?
    The next is related what is the demand or driving the replenishment of this Item or items?  e.g., Sales Orders and dates, etc., stock levels, lead time, location and bin requirements, etc.

    When you are doing your planning worksheet are you selecting both MPS and MRP? and as mentioned then Manufacturing Setup must have the right values setup.  Also, are you getting errors in the planning error log?

    Ronald McVicar
    National Steak Processors, Inc.
    Owasso OK