Simple planning of purchase items, using the Requisition Worksheet

Video 2/2
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How to do simple planning using the requisition worksheet in Business Central?

As a purchase planner, I can use the requisition worksheet to do purchase planning.

This is what happens in the video

And I can make demands from sales orders and production order components line from forecast etc., to trigger my purchase item to be purchased, Or I could just use the simple min/max quantity, meaning if the inventory gets lower than whatever, I should plan.

In the requisition worksheet, when I go in here, I can calculate the process.

In this scenario, we’re just doing it very simple but it can be very complex, using the MRP planning as it is here and we have other videos for that, in the planning section of UseDynamics.

I will just say process, calculate plan and now I’ve added some filters to avoid making this too complex, so you need to enter a starting date, ending date in the period you want to plan, if you’re using forecast, item number, filters, if you’re using that, and you should plan within per location, if you want, it always plan per location, but you could add the location code here if you only want to plan on one location.

And then when you press ok, it’s creating a very straightforward MRP planning, breaking down or taking the demands from sales orders, production orders, forecast etc., transfer orders and take them into account, it doesn’t break down the hierarchy, you need planning worksheet meant for production to actually break down bill of material in hierarchies, so this is only looking on direct demand.

So, from here you can go into process and carry out action messages and just say ok and it will create the purchase orders.