If you use the Flexible Forecast app in Microsoft Dynamics 365 Business Central, you can create supply orders directly from the forecast view. This works when you combine Flexible Forecast with the Reverse Planning app.
When both apps are installed, you get extra functions in the forecast view: suggest quantity to order, create supply orders, and open quick journals.
You enter the quantity to order directly on the item lines. The app transfers those quantities into a quick journal, which is a copy of the planning worksheet. When you carry out actions, it creates firm planned orders, assembly orders, or other order types depending on the planning parameters on your item and stock keeping unit cards.
How Flexible Forecast and Reverse Planning work together
The Flexible Forecast app shows your forecast per item in periods. When you make a selection, you see the item lines for that forecast.
If you have installed the Reverse Planning app and made the Flexible Forecast depend on it, you get additional functions at the top of the view. These let you suggest a quantity to order, create supply orders, and open quick journals. If you already know the Reverse Planning app, you will recognise these functions.
Entering quantities to order directly in the forecast view
The combination makes it possible to enter the quantity to order right where you see the items. You have a few options for how you do this:
- Enter the quantity to order manually for each item.
- Look up the reordering quantities and replenishment parameters for all items, which is functionality from Reverse Planning, and select based on those.
- Use the suggest quantity to order function, which is explained in the Reverse Planning app.
Creating supply orders from the forecast
When you are done entering quantities in the view, you select create supply orders. The app transfers the quantities on the items into the quick journal, which is a copy of the planning worksheet.
From there, when you carry out actions, the system creates the relevant supply orders. These can be firm planned orders, assembly orders, or other types, depending on the planning parameters set up on the item and stock keeping unit cards.
This gives you a quick way to use the overview in the Flexible Forecast and create supply orders directly, without jumping between different parts of the system.
Q&A
What do you need to create supply orders directly from the Flexible Forecast?
You need both the Flexible Forecast app and the Reverse Planning app installed, with the Flexible Forecast set to depend on Reverse Planning. This gives you the functions to suggest quantities, create supply orders, and open quick journals from the forecast view.
How do you enter the quantity to order in the Flexible Forecast?
You can enter the quantity manually on the item lines, look up the reordering quantities and replenishment parameters from Reverse Planning, or use the suggest quantity to order function.
What happens when you select create supply orders?
The quantities on the items are transferred into the quick journal, which is a copy of the planning worksheet. When you carry out actions there, the system creates supply orders such as firm planned orders or assembly orders, based on the planning parameters on your item and stock keeping unit cards.