The Enhanced Planning Worksheet provides an informative and efficient planning worksheet that includes new planning-specific FactBoxes and tabs and adds additional planning capabilities beyond the standard Business Central planning worksheet including:

• A fast and focused purchase plan calculation (for distribution centers or organizations that only care about the sales forecast ending date) with customizable purchase order creation.
• Get Drop Shipment Sales Orders from the Business Central requisition worksheet.
• Get Special Sales Orders from the Business Central requisition worksheet.
• Gives you the ability to plan based on only released sales and service orders.
• Control whether Open, Released, all, or no sales and purchase return orders are included in planning calculations and supply/demand information.

The Enhanced Planning Worksheet consists of a main worksheet part that is similar to the Business Central planning worksheet with FactBox parts along the right-hand side of the page and tab parts along the bottom of the worksheet part.

1. Navigate to the Enhanced Planning Worksheet Setup page in Business Central.
2. Ensure the Extended Purchase Planning field is enabled on the Enhanced Planning Worksheet Setup page.
3. Navigate to the Enhanced Planning Worksheet page.
4. Set user preferences on the Enhanced Planning User Preferences page, if needed (opens the first time you access the worksheet).
5. Complete the setup wizard, if needed (opens the first time you access the worksheet if not already completed).

Refer to these guides for general information on planning within Business Central:

• Design details: central concepts of the planning system (https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-central-concepts-of-the-planning-system)
• https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-planning-parameters

6. Select Related and select User Preferences.
7. Modify the Chart FastTab’s settings, as needed.
8. Modify the Planning Summary FastTab’s settings, as needed.
9. Modify the Planning FastTab’s settings (where purchase plan calculation results are sent and consideration of released production order and assembly order component line quantities in the calculation).
10. Modify the Forecast FastTab’s settings, if needed.
11. Close the page to return to the Enhanced Planning Worksheet.

Calculate Purchase Plan

The Enhanced Planning Worksheet’s Calculate Purchase Plan is specific to planning purchases and transfers. You can plan purchases and transfers separately or plan both at the same time (e.g., intracompany transfers planned by someone other than the purchaser). The purchase plan is based on stockkeeping units and not items; you must have stockkeeping units created for the item or the item is not planned.

The purchase plan calculation also considers the settings on the Enhanced Planning Worksheet Setup page. In particular, Include Sales Returns controls which outstanding sales return orders are treated as incoming supply, while Include Purchase Returns controls which outstanding purchase return orders are treated as demand.

1. Navigate to the Enhanced Planning Worksheet page in Business Central.
2. Select Prepare and select Calculate Purchase Plan.
3. Set the following Option fields (for a typical run):
   • Plan replenishment for: All
   • Include Planned Purchases: Include
   • Minimum Level to Trigger Reorder: Use Reorder Point (recommended)
   • Don’t Show Blocked Vendor Warning: Disabled
   • Batch to Populate: Use Specific Batch
   • Use Batch Name: DEFAULT
   • Existing Worksheet Lines: Delete All Lines
4. Set the following Filter: Stockkeeping Unit fields as needed:
   • Vendor No.
   • Location Code
   • Additional SKU filters using + Filter…
5. Select OK to run the purchase plan calculation.
6. Open the required Enhanced Planning Worksheet batch (specified on the Run Purchase Plan request page).

You can now use the other parts of the Enhanced Planning Worksheet page to assist in present and future planning.

To understand more details on how the calculations are performed refer to https://kb.dmsiworks.com/knowledge-base/how-does-the-planning-worksheet-purchase-plan-calculate-the-amount-to-purchase/.

FactBoxes

Planning Summary

The Planning Summary FactBox shows current inventory and quantities on supply and demand documents for the item, variant, and location on the selected planning line. Drilldowns provide access to the underlying source data.

Some Planning Summary quantities are controlled by settings on the Enhanced Planning Worksheet Setup page:

• Include Service Demand determines which service demand is included.
• Include Sales Returns determines which sales return orders are included as incoming supply.
• Include Purchase Returns determines which purchase return orders are included as demand.

Other display and calculation options in the FactBox are controlled by the Enhanced Planning User Preferences page.

Return-order quantities are filtered by the item, location, variant, and the document status selected in the applicable setup setting.

Availability by Location

The Availability by Location FactBox shows current inventory and future availability for the item on the selected planning line at each location specified in the Availability Location Filter field on the Enhanced Planning User Preferences page.

Vendor Planning Summary

The Vendor Planning Summary FactBox is designed to show information based on the Enhanced Plan Vendor Summary setup and results. Please see the article/section for that page for more details.

Planning Tabs

Chart

The Chart tab displays past outbound (sale, consumption, transfer, and negative adjustment) and inbound (purchase, output, and positive adjustment) usage for the selected planning line’s SKU. The information is shown in a convenient and configurable chart that can be used to detect patterns in historical supply and demand.

1. Navigate to Enhanced Planning Worksheet in Business Central.
2. Select the Chart tab and select the required line from the worksheet.
3. Select a point on the chart to see usage totals for the applicable period.

Planning

The Planning tab gives you access to the Planning FastTab’s fields on the selected planning line’s SKU card (or Item card if a SKU does not exist), enabling updates to planning parameters without having to navigate away from the Enhanced Planning Worksheet.

Order Tracking

The Order Tracking tab shows the order tracking entries only when Order Tracking Policy <> “None” on the Item card, so you can see the basis of the supply suggestion for the selected line.

Supply/Demand

The Supply/Demand tab is similar to Business Central’s Item Availability by Event view. It expands and organizes supply and demand events for the item, variant, and location on the selected planning line and updates immediately as you select different worksheet lines.

Sales and purchase return orders are included according to the settings on the Enhanced Planning Worksheet Setup page:

• Include Sales Returns controls which sales return orders appear as incoming supply.
• Include Purchase Returns controls which purchase return orders appear as demand.

Each setting can include Never, Open, Released, or All Demand, allowing return orders to be included according to their document status.

For example, when Include Sales Returns is set to Released, a Released sales return order is shown as supply, while an Open sales return order is excluded. Purchase return orders follow the same status-selection logic but are shown as demand.

History

History allows you to view item ledger entries for the selected planning line’s SKU. History is a tabular version of the Chart tab.

Create Purchase Orders

Create Purchase Orders provides a configurable way of generating purchase orders from planning lines in the Enhanced Planning Worksheet. It allows you to combine purchase planning lines (with the same item, UOM, variant, location, and vendor) and set the released status of the generated orders in advance. Create Purchase Orders provides you with options for printing or sending the orders according to the applicable document sending profile.