Replenish assembly items from the planning worksheet

Completed

The terms running the planning worksheet or running MRP refer to the calculation of the master production schedule and material requirements planning based on actual and forecasted demand. The planning system can calculate either the Master Planning Schedule (MPS) or Material Requirements Planning (MRP) on request, or it can calculate both at the same time.

Master Planning Schedule (MPS) is the calculation of a master production schedule based on actual demand and the demand forecast. The MPS calculation is used for end items that have a forecast or for a sales order line. These items are called MPS items and are identified dynamically when the calculation starts.

Material Requirements Planning (MRP) is the calculation of material requirements based on actual demand for components and the demand forecast on the component level. MRP is calculated only for items that are not MPS items. The purpose of MRP is to provide time-phased formal plans, by item, to supply the appropriate item, at the appropriate time, in the appropriate location, and in the appropriate quantity.

The planning algorithms pertain to netting, reuse of existing replenishment orders, and action messages. The planning system process examines what is needed or will be needed (demand) and what is on-hand or expected (supply). When these quantities are netted against each other, Business Central provides action messages. Action messages are suggestions to create a new assembly order, change an order (quantity or date), or cancel an order already on order. The term "order" includes not only assembly orders, but also purchase orders, production orders, and transfer orders.

In the case of the assemble process, proper planning results depend on the setup done on item cards and assembly BOMs. For an item to participate in supply planning, a Reorder Policy field on the Item Card must be defined. The following four reordering policies exist.

  • Fixed Reorder Qty.

  • Maximum Qty.

  • Order

  • Lot-for-Lot

Depending on the reordering policy you select, you will need to configure different reorder-point parameters and order modifiers.

Screenshot of the Planning Worksheet with Assembly order types.

If you want to replenish assembly items from a planning worksheet, you first need to calculate the planning worksheet, and then you need to complete the action messages.