Getting started with Reverse Planning from App Source requires no setup

Getting started with Reverse Planning
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner A "configuration"-video is about how you configure your solution and get it ready for use. Typically, these videos are quite advanced. Configurations This video includes functionality from the app "Reverse Planning" which is available at Microsoft AppSource. Click to visit AppSource. Reverse Planning

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Presenter: Sune Lohse, Chief Strategy Officer

Once you have downloaded Reverse Planning from AppSource, you’re almost ready to go.

Next time you open the company, a notification will pop up in the header saying that Reverse Planning has been installed, but not yet activated.

You just click the activate Reverse Planning now, and in the pop up message, you provide your email address So, we can contact you if you have any questions or there’s issue with the license once you start using it and exceed the trial period if you want to continue using it.

And you press next, and it’s actually done.

So, it set up the system, creates all the correct thing you need to do, and you’re ready to go.

So, you can search for Reverse Planning in your menu.

It’s applied to your menu.

And if you go in here, you can just start calculating critical items, and all the setup should be done.

So, if you run on whatever period, I think my data in this company is in the period in here.

And you can just run the system, and it will automatically create all the journals you need to use, the quick journals, et cetera, for handling the orders.

So, once you have calculated the items, and you click whatever you want to create, and you fill in whatever quantity you would like to order on those items, like this, and you create orders.

Just transfer those items into the quick journal that it creates automatically based on your user ID, and you’re ready to go using Reverse Planning.