Setup Best Practices: Global Planning Setup

The Planning FastTab in the Manufacturing Setup window contains several fields that define global rules for supply planning.

The following table provides best practices on how to set up selected global planning parameter fields. For more information about a field, choose the link in the Setup field column.

Setup field	Best practice	Comment
Use Forecast on Locations	Select if you have forecasts for specific locations.
Components at Location	If items are not defined as SKUs, select the location code of your main warehouse.	This also applies if you only use the requisition worksheet.
Blank Overflow Level	Select Allow Default Calculation if the solution has just been upgraded from a version earlier than Microsoft Dynamics NAV 5.0 SP1.	Use only if you want to allow all or some of your items to overflow the reorder point.
Default Dampener Period	Set between 1D and 5D. If new to planning in Microsoft Dynamics NAV, then set a longer period.	When users are more familiar with the different reasons for action messages, then shorten the dampener period to allow more change suggestions.
Default Dampener Quantity	Set between 5 and 20 percent of the item’s lot size.

See Also

Concepts

Setup Best Practices: Supply Planning
Set Up a Company With RapidStart Services for Microsoft Dynamics NAV

Other Resources

Manufacturing Setup
Design Details: Supply Planning