MEM Carry Out Action Msg - Plan.

Use this page to copy purchase and transfer order proposals from the planning worksheet to the requisition worksheet. For more information, see the Microsoft Dynamics 365 Business Central documentation.

• To perform action messages
• Walkthrough: Planning Supplies Automatically
• About Planning Functionality

Create Supply and Production Orders

To create supplies and production orders using the Carry Out Action Message action, follow the steps within the Microsoft Dynamics 365 Business Central documentation, and incorporate the following: 

1. Open the Planning Worksheet page.
2. Select a line, and select Process > Carry Out Action Message.
3. On the window, turn on or off the Centralize Process.
4. Select OK.

When the process is run, the following checks are performed based on settings on the Multi-Entity Management Setup: : 

• When Inventory Posting is Entity from Location, the location is required for all lines. If the location does not have an assigned entity, the process fails.
• When Item Security is turned on, the item must have access to the entity of the requisition line. If the item does not have access to the entity, the process fails.
  For production order documents, when Centralize Process is turned on, the item must have access to the entity of the header of the Planning Worksheets instead.
• When Location Security is turned on, the location must have access to the entity of the requisition line. If the location does not have access to the entity, the process fails.
  For production order documents, when Centralize Process is turned on, the location must have access to the entity of the header of the Planning Worksheets instead.
• When Vendor Security is turned on, the vendor must have access to the entity of the requisition line. If the vendor does not have access to the entity, the process fails.

The entity for the resulting production orders, purchase orders, or transfer orders that are created from Planning Worksheets are assigned as follows: 

• The header entity is assigned based on the setting of the Centralize Process option:
  • When Centralize Process is turned on, the header entity of the transaction is the header entity from the main window.
  • When Centralize Process is turned off, the header entity of the transaction is the line entity of the corresponding line from the Planning Worksheets.
  
  For action messages of Change Qty, Reschedule, or Resched. & Chg Qty, the header entity of the existing document is not changed.
• The line entities for transaction documents are assigned as follows: 
  • For purchase order or transfer documents, each line entity of the transaction is assigned the entity of the corresponding line from the Planning Worksheets.
  • For production order documents, each the line entity of the transaction is assigned the header entity.
• The number series applied to the document is based on the number series of the header entity of the created document.

Lines for the resulting production orders, purchase orders, or transfer orders that are created from Planning Worksheets are consolidated based on the Centralize Process option. When this option is turned off:

• Lines are consolidated if the entities match and all other consolidation conditions apply from standard Business Central functionality.
• Lines are not consolidated and separate documents are created when the entities for the lines do not match.

Fields

This page contains the following fields: 

Field

Description

Centralize Process

Determines how the entity is assigned to a production order, purchase order, or transfer order. On: Uses centralize processing and assigns the entity from the planning worksheet header to the header entity of the transaction that is being created. Off: Uses decentralize processing and assigns the entity from the planning worksheet header to entity of each corresponding line of the transaction that is being created. For lines can be consolidated (based on the standard Microsoft Dynamics 365 Business Central functionality), the lines are consolidated only when the entity matches. When the action message is change quantity, reschedule, or reschedule and change quantity, the header of the existing document that is being changed remains the same. Currently, this option does not apply to assembly orders.