Planning Date

The Planning Date on the Project Planning Date is the starting point for the material planning calculation in Business Central. The Planning Date is initially set by the Project Task starting date. In that way material required for the Project Task will be available when the Project Task starts. When ordering material for the Project Task the Planning Date is copied to the supply order:

• Purchase Order Line: Planned Receipt Date
• Production Order: Due Date
• Assembly Order: Due Date
• Transfer Order: Receipt Date

The Business Central planning system will then calculate the action messages based on the items settings like lead time and capacities.

Change Planning Date

1. When a Project Task Starting Date changes the Project Planning Lines linked to that Project Task and not transferred to a supply order, will change accordingly.
2. When a Project Task Starting Date changes the Project Planning Lines linked to that Project Task and transferred to a supply order will be highlighted as “Ambiguous”.
3. The “Sync Demand-Supply” action will assist the planner in implementing the date changes for each line.
   • This assumes that contact with vendor, production – and assembly departments is required to make sure the date change is possible.
   • The Action will prompt the planner with the question what the new planning date for the Project Planning Line must be. When a date is selected a new prompt will show the new planned receipt -, or due -, date. When confirmed the action will make the changes in the right sequence which will also update the dates in the reservation entries.
   • You can select multiple project planning lines provided they have the same replenishment order.
   • When, successfully, completed the line(s) are no longer highlighted as ambiguous.

See Also

Logistics