When reviewing planning requirements, it is often useful to understand where the demand for an item is coming from. For example, a planner may want to determine whether demand is being driven by actual Sales Orders, a Demand Forecast, production requirements, or another source.

The Enhanced Planning Worksheet provides two convenient ways to investigate the source of demand directly from the worksheet:

• The Planning Summary FactBox provides summarized quantities by supply and demand type, with drilldowns to additional detail.
• The Supply/Demand tab provides a chronological view of the individual supply and demand events affecting the selected item.

The Supply/Demand calculation specifically includes sales demand and demand forecast entries, in addition to production orders, production components, assembly demand and supply, purchases, transfers, and other supported sources.

Use the Planning Summary FactBox

The Planning Summary FactBox on the right side of the Enhanced Planning Worksheet is the quickest way to get a summarized view of where quantities are coming from.

1. Open the Enhanced Planning Worksheet.
2. Select the planning line for the item you want to investigate.
3. Review the Planning Summary on the right side of the page.
4. Review the applicable demand quantities.
5. Select a quantity to drill down into the records contributing to that total.

This makes it easy to answer questions such as:

• How much demand is coming from Sales Orders?
• How much demand is represented by other demand sources?
• What documents make up the summarized quantity?

The Planning Summary is designed to show supply and demand information for the selected planning line and provide drilldowns into the supporting records.

Note: The Planning Summary FactBox does not include open orders. The Supply/Demand tab includes both open and released orders, making it useful when a more complete demand picture is required.

Use the Supply/Demand Tab

For more detail, use the Supply/Demand tab at the bottom of the Enhanced Planning Worksheet.

1. Select the required item in the Enhanced Planning Worksheet.
2. Open the Supply/Demand tab at the bottom of the page.
3. Review the individual supply and demand events.
4. Use the Entry Type, Document No., Date, and Quantity fields to determine what is driving the item’s projected availability.

The Supply/Demand tab updates for the currently selected worksheet line and provides a view similar to Business Central’s Item Availability by Event page, but directly within the Enhanced Planning Worksheet.

For example, the Supply/Demand calculation separately adds:

• Sales demand
• Demand forecast entries
• Production order supply
• Production component demand
• Assembly order supply and demand
• Purchase supply
• Transfers
• Planning lines, when configured to be included

Because Sales Orders and Demand Forecasts are represented separately, this view can help determine whether an item’s demand is being driven by actual customer demand or forecasted demand.

Which View Should I Use?

Use the Planning Summary FactBox when you want a quick summary of the quantities affecting an item and want to drill down into a particular demand category.

Use the Supply/Demand tab when you want to see the individual events affecting availability, including their dates, quantities, document numbers, and demand types.

In many cases, the Planning Summary provides the quickest answer to “Where is this demand coming from?”, while Supply/Demand provides the additional detail needed to understand when that demand occurs and how it interacts with available inventory and incoming supply.

Videos

• Enhanced Planning Worksheet – Planning Summary FactBoxes
• Enhanced Planning Worksheet – Supply/Demand Tab

Related Articles

• Enhanced Planning Worksheet – Overview of the worksheet, Planning Summary FactBox, Supply/Demand tab, and other planning tools.
• Enhanced Planning Worksheet Setup – Configure options such as Sales Demand Evaluation and other Enhanced Planning Worksheet behavior.
• Enhanced Forecasting Worksheet – Create and work with forecast values and update Business Central Demand Forecasts.