MEM Calculate Plan - Plan. Wksh.

Use this function to calculate a replenishment plan for items and stockkeeping units (SKU) that have been set up with a replenishment system of Purchase or Transfer. For more information, see the Microsoft Dynamics 365 Business Central documentation.

• About Planning Functionality
• To calculate the planning worksheet
• Planning worksheets and requisition worksheets
• Walkthrough: Planning Supplies Automatically

Calculate Planning Worksheet

To calculate a planning worksheet using the Calculate Regenerative Planning action, follow the steps within the Microsoft Dynamics 365 Business Central documentation, and incorporate the following: 

1. Open the Planning Worksheet page.
2. In the header, select the Entity Code.
3. Select one of the actions to calculate a planning worksheet: 
   • Actions > Functions > Calculate Regenerative Plan
   • Actions > Functions > Calculate Net Change Plan
4. On the MEM Calculate Plan - Plan. Wksh., select the Inventory Entity Code.
5. Select OK.

After the planning worksheet is calculated, lines are created. For each line created, a check is performed for whether a stockkeeping unit (SKU) card exists for an item and location combination.

• If a SKU record does not exist or a SKU record exists but does not have both the production BOM number and routing number, then these values for the line are updated from the Item Card.
• If a SKU record exists and has both the production BOM number and routing number, then these values for the line are updated from the SKU record.
• If a SKU record exists, and has one of the production BOM number or routing number, the line value is updated from the SKU record, and the missing value is from the Item Card. For example, a SKU record has the production BOM number, but not the routing number. The production BOM number for the line is updated from the SKU record, and the routing number is updated from the Item Card.

Also, the entity for each line in the Planning Worksheets is updated as follows based on the Inventory Posting option on the Multi-Entity Management Setup: 

• When Inventory Posting is Entity from Location, the entity of the location is assigned to the line. If the location is empty, the entity of the header is used.
• When Inventory Posting is Entity from Item, the entity of the item is assigned to the line.

Only the documents that are assigned a valid entity are used in the calculation. User-entity access permission is not required for documents to be considered in the calculation.

• Demand
  • Sales Orders/Return Orders
  • Service Orders
  • Jobs
  • Production Orders (component items)
  • Transfer Lines (quantity out)
• Supply
  • Purchase Orders/Return Orders
  • Production Orders (finished goods)
  • Transfer Lines (quantity in)
6. Also, lines can be added to the planning worksheet as needed. When adding a line, the default value of the Entity Code is from the header. If needed, you can change the entity value.

   Lines can be added or changed based on the following settings on the Multi-Entity Management Setup: 

   • When Item Security, Location Security, or Vendor security is turned on, the item, location, and vendors can be selected based on the user-entity permission access.
   • When Inventory Posting is Entity from Location, a location can be selected only if the location has an entity assigned. In this case the location is required.
   • When Inventory Posting is Entity from Item, an item can be selected only if the item has an entity assigned.
7. Finish processing the planning worksheet as described in the Microsoft Dynamics 365 Business Central documentation.

Fields

This page contains the following fields: 

Inventory Entity Code Table

Field

Description

Inventory Entity Code

Select an entity or a range of entities for restricting the inventory items that are used in the supply and demand calculations. When the value is empty, all entities to which you have access are included as the filter. The default value is your default entity that you selected in My Settings. If you did not set up the default entity, the default entity is first entity in the list that you have access. The inventory items that are included are based on the Inventory Posting option selected on the Multi-Entity Management Setup page. When the option is Entity From Location, all inventory items are included based on the entity assigned to the location. Inventory items from locations not assigned an entity are excluded from the calculations. However, inventory items not assigned to a location are included in the calculations. When the option is Entity From Item, all inventory items are included based on the entity assigned to the item. Inventory items that are not assigned an entity are excluded from the calculations. However, inventory items not assigned to a location are included in the calculations. For these items, the entity for the line is from the header. Also, locations and inventory items are included based on whether item and location security are turned on on the Multi-Entity Management Setup page.