How do you find the Start Date and End Date for the Long Term Requirement Planning

Long Term Purchase Planning – Focus 3 weeks to 18 months
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Presenter: Sune Lohse, Chief Strategy Officer

How to find the Start Date and End Date for the Long Term Requirement Planning in Business Central?

If I am a purchase planner and I’m doing a long-term planning, I might have a planning horizon on 3 till 6 months or maybe 3 till 12 or 18 months and I need to find out what is my starting date when I’m doing the plan and my end date.

This is what happens in the video

So what is the starting date exactly that just 3 months ahead or, how can I find that? Let’s look into Business Central to find us a nice date.

So one way of finding it will be to look at my firm planned production order and then afterwards my release production order and I’ll show you a quicker way.

So this is my firm planned production order. I could filter on starting date, descending, or the due date and I can see here that my -maybe I should actually feel the on due date sorry.

I can see I have a production order, a firm planned production order onto the 30th of May and that would be the last order, so I need to have a starting date after that, otherwise my MRP planning would suggest maybe to change this order and I don’t want to change existing firm planned or released production orders because it would make noise for my master planners.

So I have to look at the released orders as well.

Otherwise, if I want to look at both of them at the same time, I could go into the item card and I draw down my quantity on production order like this and remove the filter on item.

So now I see all production order and filter here on the due date descending.

I can see here a mixture of released and firm planned production orders and the end date again is the 30th of May. So when I do my planning now, I will plan from the 1st of June and 6 months or eight months ahead from that. So that would be my horizon that I need to use in the planning worksheet.

So the important thing is not to plan within the period where we have existing orders because then I will make noise for my master planners