Setting up ItemPlanning

The setup screen for ItemPlanning looks like this:

NAVEKSA Sales

Must sales be included in the calculations?

NAVEKSA Purchase

Must purchase orders be included in the calculations?

NAVEKSA Production

Must production orders (all types) be included in the calculations?

NAVEKSA Service

Must service orders be included in the calculations?

NAVEKSA Blanket Order

Must blanket orders (sales and purchase) be included in the calculations?

”Blank location (") = Show all”

By check marking ”Blank location”(”) = Show all, it means that all stocks, including stock / location = “blank” are shown initially, when the NAVEKSA Itemplanning – Item is generated.

Use forecasts on Locations

Is the forecast used in relation to the location?

Current Production Forecast

Which sales forecast is the current one in the calculations?
You must make sure that this value is the same as in the NAV Manufacturing setup.

Sales Order staus Open

Must sales orders with the status ”open” be included in the calculations?

Sales Order Status ”Pending Approval”

Must sales orders waiting for approval be included in the calculations?

Sales Order Status pending prepayment

Must sales orders waiting for prepayment be included in the calculations?

Purchase Order Status ”Open”

Must purchase orders with the status “Open” be included in the calculations?

Purchase Order pending approval

Must purchase orders with the status ”Waiting for approval” be included in the calculations?

Purchase Order Status pending Approval

Must purchase orders waiting for approval be included in the calculations?

Purchase Order Status pending prepayment

Must purchase orders waiting for prepayment be included in the calculations?

Service Order Status Pending

Must service orders with the status “Pending” be included in the calculations?

*Service Order Status ”On hold” *

Must service orders with the status ”On hold” be included in the calculations?

Automatic Recalculation ItemPlanning

If you check mark this field, all calculations are made “on-the fly” or interactively.

If you experience long processing times because of very huge indented bill of materials, you may choose not to checkmark this field., and instead use the Update Itemplanning button in the application.

Default inventory location

Using a default location means that orders created will be raised against the default location and default bin location if this is present.

Please observe that if you want to display data for a specific location when making an inquiry on Items, the default location is picked up from the Itemplanning setup.
Using the other tools – Itemplanning BOM and Assembly you must select location etc. yourself using the standard NAV function “Limit totals” to delimit.

Include planning sheet data

As default you can select to include planning sheet order proposals and allocations.
This default Can be overriden at execution time.

BOM calculation Gross/Net

You have the opportunity to make your shortage requirement calculations based on 2 different principles: Gross or net.

Gross calculation is equal to: “ I do not care what I have in stock of the end-item and components. Tell me what I need to deliver a product

Net calculation is equal to: “Take into consideration whatever I have in stock currently of the end-item and needed components

If “BOM Calculation Gross / Net” is set to Gross, the BOM calculation of the requirements and calculated future stock requirements on component lines are based on the full required amount quantity, and does not take into account available physical quantity in stock for the end-item and components.

Gross calculation example:
You ask for 10 pieces of the end item no. FX-42
Inventory is 10 pieces on item no FX-42. Anyway the physical stock, the calculations are based on you want this quantity in addition to the physical stock.

The calculations are based on your need for 10 pieces and does not take any physical stock into account neither at the end-item level nor at the component level.

If “BOM Calculation Gross / Net” is set to Net, existing available stock are deducted at the end-item level and component lines.

More precisely the net calculations starts working when you have used up the available physical inventory on the end item and components lines.

Net calculation example:
You ask for 10 pieces of the end item no. FX-42
Inventory is 10 pieces on item no FX-42. This stock figure is subtracted your wanted quantity before any component lines calculations are made.

Please be aware of the following using net calculations:

You have asked for 12 pieces of the end item.
The calculation finds out that you have 10 pieces in stock.
So the net requirement is 2 on the end item.
On the component MV2529 you have 12 pieces in stock. Therefore exceeding the requirement of 2 pieces.

So the rationale is to use existing stock before issuing any make orders recommandations for making orders.

Therefore you see red negative figure lines (make orders related this item). But also you see black negative figures which are related to requirements from other purposes requirements.

Show production orders in ItemPlanning

Here you decide what kind of production orders you want to see in ItemPlanning: Released orders, released + firm planned orders, or released orders + firm planned + planned orders.

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