Release Notes: Enhanced Planning Pack
The following release notes contain updates made to Enhanced Planning Pack. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Enhanced Planning Pack. Upgrade to the current version of the application to access new features, improvements, and fixes.
For any questions, please contact Support.
Enhanced Planning Pack Version 3.10
Release Date: November 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.16 and newer
- Insight Works App Registration 1.1 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| Purchase Plan | The Purchase Plan now takes variants into consideration when calculating forecast demand.
The chosen Forecast Name on the request page now saves on the user preference card when the report is run. |
| Supply Demand card | Forecast Entries now filter by variant code (v19+). The Supply Demand card now excludes all forecast entries if a forecast name is not set on the user preference card. |
| Purchase Plan report | Will now ignore Forecast Entry records where the Forecast Date is before the Work Date. |
Updates
| Update | Description |
| Purchase Plan report | Updated performance when calculating forecast demand. |
| Forecast demand handling | Revamped the previous updates changes to the forecast demand handling, which could cause less than expected quantity on the planning lines. The calculated forecast demand now considers the actual sales usage for the period, and subtracts this from the forecast demand, to create a net forecast demand. Included in release 3.10.9475.1 |
| Updated and added API events | Updated the OnCalcReplenishmentBeforeQuantityCalcs API event and added the following API events:
Included in release 3.10.9559.1 |
| Updated Multi-Level BOM | Updated the Multi-Level BOM to show and edit variants, and added an integration event, OnApplyEditedLineValues, to allow customizations to edit custom values. Included in release 3.10.9559.2 |
| Copilot and scheduled results | Introduced the ability to schedule routing analysis results to work more effectively with Co-Pilot. Included in release 3.10.9672.1 for Business Central 27 and 3.10.9672.2 for Business Central 28. |
| Expiration dates | Added the ability in the Enhanced Planning Worksheet to take expiration dates into account. Included in release 3.10.9687.1 |
| Sales returns and purchase returns | Added settings to the Enhanced Planning Worksheet to allow configuring whether sales returns and purchase returns should be included in the calculations. Included in release 3.10.9705.1 |
| Enhanced Planning Worksheet | Include Planned Purchases now supports planned transfers on the planning worksheet. Include Planned Purchases now changed to Include Planned Items. Included in release 3.10.9727.1 |
| Routing Analysis | API updates introduce the following:
Included in release 3.10.9727.1 |
Enhanced Planning Pack Version 3.9
Release Date: October 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.16 and newer
- Insight Works App Registration 1.1 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| Supply/Demand chart | The Supply/Demand chart now uses the Sales Demand Evaluation setting. Users can choose to only include released sales orders or all sales orders. |
| Item Planning Review | Allow fields on Item Planning Review page to be edited that weren’t editable previously. The editable fields are updated on item or SKU records with the Update Item Planning action. |
| User Preference tool tips | Updated the tool tip for the user Preference setting “Include Consumption Qty” to specify that the setting includes assembly orders. |
Updates
| Update | Description |
| Multi-level BOM viewer | Updated Multi-level Bom viewer to:
· Include planning lines in the total quantity. · Use the currently active version when selecting a BOM for sub-assemblies. |
| Production Order Analysis report | Updated the Production Order Analysis report to show the proper total in respect to over consumption. |
| Item planning review | When filtering on the Reordering Policy, lines for SKU items now properly filter on the reordering policy from the SKU record rather than the item record. |
| Resolved routing analysis issue | Resolved an issue where using multiple different units of measure to post a single order line would result in the wrong quantity in the standard deviation calculation. |
| Updated forecast engine | Updated the forecast engine to handle special characters used in item numbers. Previously, the forecast engine would error out. |
| Additional integration events | Added additional integration events. |
| Updated forecast demand | In the calculate purchase plan logic, updated the forecast quantity calculation to use the actual demand when it exceeds the forecast demand; otherwise, it will be the forecast demand less the actual demand. |
Enhanced Planning Pack Version 3.8
Release Date: September 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.16 and newer
- Insight Works App Registration 1.1 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| New user preference setting | User preference has a new setting for vendor planning summary that filters by all locations or specific locations. |
| Improved Multi-Level BOM viewer | Now uses a modal dialog lookup page for the BOM Version Code field. This improves the filtering and resolves an issue where no versions would be visible in some cases. |
| Improved Multi-Level BOM viewer field validations | Setting a Version Code auto clears the BOM lines. Changing the BOM No. clears the Version Code if the new BOM does not have the same version code available. |
Updates
| Update | Description |
| Item usage chart | Updated to display the proper values and drill down lines for transfer orders. |
| Routing Analysis | Resolved an issue where the Total Finished Qty Base showed an incorrect value in the Standard Deviation Explain page. |
Enhanced Planning Pack Version 3.7
Release Date: July 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.16 and newer
- Insight Works App Registration 1.1 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| Improved Item Usage Chart | Improved the following on the Item Usage Chart:
|
| Improved Demand Forecast | Removed an unnecessary user prompt before opening the Demand Forecasts page. |
Updates
| Update | Description |
| Generate Purchase Plan | Resolved an issue where the Purchase Plan button was missing when opening the page from the Vendor Planning Summary. |
| SKU handling | Resolved an issue where lines for SKU items were showing values from the item card rather than the SKU card for certain fields. |
| Planning Summary FactBox | Drill-downs for transfer order-related fields now display the proper lines in respect to the current variant. |
Enhanced Planning Pack Version 3.6
Release Date: April 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.16 and newer
- Insight Works App Registration 1.0 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| New purchasing option | You can now purchase Enhanced Planning Pack apps individually on the Microsoft App Store. For direct purchases from Insight Works, install the Enhanced Planning Pack app and use Insight Works Registration. |
| Free user option | Enhanced Planning Worksheet and Enhanced Forecasting Worksheet now offer a free user option when purchased from App Source. |
| Added Integration Events | Added the following Integration Events:
Included in release 3.6.9307.1 |
Updates
| Update | Description |
| Enhanced Planning Worksheet Assembly Orders | Updated to display assembly order demand and include assembly order demand in purchase plan calculation. To activate this feature for Purchase Planning, go to User Preferences (for Enhanced Planning Worksheet), under the Planning section set Include Consumption Qty to “Include”. |
| Dual licensing | The Enhanced Planning Pack now features a dual licensing approach. You can purchase individual apps with Entitlement licensing or install Enhanced Planning Pack with Insight Works licensing. All license validation is managed through our new App Registration library app. |
| Permission set upgrades | Upgraded Enhanced Planning Pack permission sets from XML to AL object format for AppSource compatibility. Any user previously assigned an Enhanced Planning Pack permission set is automatically upgraded to the new permission set objects. Included permission objects remain identical. |
| Free user adjustment | Free user access for Enhanced Forecast Worksheet and Enhanced Planning Worksheet is now enabled when the Enhanced Planning Pack is installed. This feature remains exclusive to SaaS environments. Included in release 3.6.9244.1 |
| Update Demand Forecast | The Demand Forecast now uses the correct UOM per item. Included in release 3.6.9274.1 |
| Free user validation | Resolved an issue with free user validation. The defined free user is now cleared when the related user account is renamed or deleted. Included in release 3.6.9274.1 |
| Generate item planning update | Updated to prevent an error when trying to transfer field values to the buffer table from an item record that contains a field with a different data type. Included in release 3.6.9274.1 |
| Improved filtering for page parts | Resolved an issue where the wrong quantities were displayed in the Summary FactBox, Item Usage Chart, and Supply/Demand tab when selecting a line with blank Variant or Location codes. Included in release 3.6.9307.1 |
Enhanced Planning Pack Version 3.5
Release Date: March 2025
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.13 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Updates
| Update | Description |
| Resolved Qty. on Prod. Order and Qty. on Component Lines issue | Drilldowns for Qty. on Prod. Order and Qty. on Component Lines no longer show finished lines. |
| Resolved Qty. on Planning Lines issue |
Resolved an issue where the Qty. on Planning Lines value did not match the total quantity on the drilldown requisition lines. |
| Enhanced Planning Pack Setup Wizard updated | The Enhanced Planning Pack Setup Wizard now runs after a new install from App Source. |
| Forecast Worksheet rounding precision update | Rounding precision is now applied to the predicted value, with an added option to use rounding precision on a per-item basis, rather than the value on the Forecast Setup page. |
| Updated Enhanced Planning Worksheet user preferences | Admins can now add/modify other users’ preferences. |
| Resolved Item Planning Review issue | Resolved an issue where average daily usage was incorrectly calculated. |
| Resolved Multi-Level BOM Viewer issue | The Enhanced Planning Worksheet now passes the planning line quantity and correct BOM number to the Multi-Level BOM Viewer. Additionally, the proper routing number is passed to Routing Analysis instead of the item number. |
| Business Central 25 compatibility | Resolved compatibility issues with Business Central 25 deprecations. |
| Run Purchase Plan Replenishment Filter | Now allowing custom replenishment system filters on SKUs. |
| Purchase plan forecast options | Added Forecast name and date options to the report request page when running the purchase plan. Prevents the use of Forecasts in the purchase plan if no Forecast Name is provided. |
| Direct Unit Cost is now visible on the requisition lines | Direct Unit Cost is now visible on the requisition lines on the Enhanced Planning Worksheet. When Direct Unit Cost is changed on the line, if Unit Cost is zero, and Direct Unit cost is not zero, the Unit Cost is updated with the same value. |
| User Preference List | User Preference List is now non-editable in the Enhanced Planning Pack. |
| Resolved Purchase Plan issue | The Purchase Plan no longer crashes when running while using items with brackets in their number. |
| Updated batch name | The batch name is now saved with the current view. Prevents the batch from being changed to Default when a view is selected. |
| Resolved Production Order Analysis issue | Resolved an issue with the Routing Setup Time (Expected) incorrectly multiplying by Quantity. |
Enhanced Planning Pack Version 3.4
Release Date: May 2024
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.13 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements
| Improvement | Description |
| Added Production Order Analysis Worksheet | Added the new analysis screen Production Order Analysis. |
| Enhanced Planning Worksheet location FactBox | Improved location FactBox use where it may hide data in specific circumstances involving variants. |
| Additional filtering on routing analysis | Added ability to filter by routing version on routing analysis. |
| Parent category support | Added ability to search by the parent category and have it consider all child categories. |
| Enhanced Forecasting Worksheet historical period improvement | Improved support for scenarios with fewer than 24 periods of data. |
| Item Planning Review Average Daily Usage improvement | Improved filtering to help deal with item categories changing over time by no longer filtering on the item category when analyzing item ledger entries. |
| Business Central 24 compatibility | Improved Business Central 24 compatibility. |
| Accessibility of Item Planning Review setup | Improved the accessibility of the Item Planning Review setup page. |
| Item Planning Review usability improvements | Improved Item Planning Review usability by removing the stockkeeping unit planning group. |
| Item Planning Review | Improved period counting for some period types. |
| API improvement | Added OnBeforeReorderQtyCalcs
Included in release 3.4.9041.1 |
Updates
| Update | Description |
| Multi-level Bill of Material Viewer | Added a maximum depth matching Business Central’s default maximum depth to help detect recursive BOMs.
Included in release 3.4.8899.1 |
| Microsoft Sales and Forecast credential handling update |
Business Central 24 update to work with changes in the Microsoft Sales and Forecast credential handling. As a pre-requisite, ensure the API URI and API Key settings are correct on the Sales and Inventory Forecast Setup page. This update helps with some Business Central 24 installs experiencing 401 unauthorized failures when configuring a valid key on the Microsoft Sales and Forecast setup page.
Included in release 3.4.8916.1 |
| Updated Routing Analysis error with blank routing lines | Updated routing analysis to help scenarios where a routing line configured with zero times could potentially cause a divide by zero exception when doing analysis on it.
Included in release 3.4.8950.2 |
| Azure Endpoint Deprecation | Updated the Enhanced Forecast worksheet to allow a blank URI and blank key to work with Microsoft’s changes on the Sales and Forecast extension.
Included in release 3.4.9019.2 |
| API Change | Increased page variable scope on several variables in the Multi-Level BOM viewer.
Included in release 3.4.9019.2 |
| Calculate purchase plan mixed UOM issue resolved | Resolved issue where if multiple units of measure are used, the calculate purchase plan uses the base unit of measure instead of the purchase unit of measure.
Included in release 3.4.9090.2 |
| Enhanced Planning Work Sheet sales quantity issue resolved | Resolved issue where the enhanced planning worksheet could incorrectly include “item(charge)” items when calculating quantity on sales lines.
Included in release 3.4.9112.1 |
| Run Purchase Plan Replenishment filter issue resolved | Issue with incorrectly setting the purchase plan replenishment filter resolved. Now, it allows custom replenishment system filters on SKUs.
Included in release 3.4.9146.1 |
Enhanced Planning Pack Version 3.3
Release Date: January 2024
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.13 and newer
- Insight Works Rule Builder 1.1 and newer
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
New Features
| New Feature | Description |
| Enhanced Forecast Worksheet predicted value configuration | A configurable forecast expression is available in the Enhanced Forecast Worksheet allowing you to extend the predicted value with a configurable calculation (e.g., use this feature to configure additional projected growth beyond what the forecasting calculations provide). |
| Item Planning Review configurable expressions | An ability to calculate with configurable expressions Reorder Quantity, Reorder point, Safety stock, and Maximum inventory has been added further providing an ability to edit them before the values are saved to the database. |
| Item Planning Review editing | Ability to edit planning related fields directly from the list. |
Improvements
| Improvement | Description |
| Enhanced Forecast Worksheet calculations | Improved the capabilities of the expression calculation system. |
| Item Planning Review Entry Type configuration | Added ability to customize Entry Type and other Item Ledger Entry fields in the Advanced section of the Item Planning Review Setup page. |
| Enhanced Planning Worksheet Supply/Demand tab improvements | Resolved issue with the value zeroing out depending on specific data conditions on the Enhanced Planning Worksheet in the Supply/Demand sub-form in the Remaining Quantity. |
| Routing Analysis calculated values | Added additional calculated values to the Routing Analysis page (to improve analysis) including:
|
| Multi-Level BOM drilldown | Multi-level bill of materials routing drilldown improvements. |
| Enhanced Planning Worksheet page type | The Enhanced Planning Worksheet has changed is now a worksheet page type. Insight Works standard custom view builders have been added to allow using the Enhanced Planning Worksheet with pre-configured views. |
| Multi-Level BOM Viewer drilldowns | The Multi-Level BOM Viewer drills down into more Supply and Demand fields (e.g., Qty. on Sales Order, Qty. on Prod Order, and more). |
| Multi-Level BOM Viewer API improvement | Two new events have been added to allow integrations to customize supply and demand net calculations:
|
| Views | Added ability to choose and save pre-filtered views. |
| API improvement | Page 23044432 “IWXEPP Multi-Level BOM Viewer” now has “SetBillOfMaterialNo”, “RunModalWith”, and “RunWith” introduced to help with extensions. |
| Routing Analysis decimal precision | On Routing Analysis increased default decimal places to 4 decimal places. |
| Transfer details available on Multi-Level BOM | Multi-Level BOM Viewer includes transfer order shipment and transfer order receipt information. |
| Demand calculation improvement | Uses the greater of either the actual demand or the forecast demand when considering demand on the Enhanced Planning Worksheet. |
| Rounding precision | Increased rounding precision configuration to 10 decimal places. |
| Menu action filtering | Improved location code filtering on Item Planning Review page. |
| Routing Analysis standard deviation | Routing Analysis standard deviation is now calculated based on time per unit instead of time per order. |
Enhanced Planning Pack Version 3.2
Release Date: February 2023
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.7
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements and Fixes
| Improvement or Fix | Description |
| Integration Hooks | Added additional integration hooks in the Enhanced Planning Worksheet. |
| Navigation Menu | Navigation menu improvements for new installs. |
| Forecast Workflow | Improved forecast workflow by considering existing entries. |
| Forecast Entries | Forecast entries can now be location specific. |
| Vendor Summary FactBox | Improvements in the vendor summary FactBox. |
| Error Messages | General improvement in error messages. |
| Sorting | Enhanced Planning Worksheet is now sortable. |
| Supply Demand Tab | Supply demand tab is now sortable by date. |
| Navigate to Transfer Documents | Added ability to navigate to transfer documents. |
| Plan Lines | Plan lines no longer show in the Supply/Demand tab when excluding planning lines from FactBox. |
| Replenishment System Switching | Improved experience switching the replenishment system ad-hoc on the worksheet. |
| Deprecated Timeline Actions | Removed deprecated timeline actions for Business Central v21 installs. |
| Replenishment System Filtration | Improved ability to filter by the replenishment system. |
| Bin Contents Option | Add bin contents option to Enhanced Planning Worksheet. |
| Out of Order Ledger Entries | Improved forecast worksheet experience with out of order ledger entries. |
| Supply/Demand tab | Improved support for variants when a planning line for a specific variant is selected. |
Enhanced Planning Pack Version 3.1
Release Date: September 2022
Compatible With:
- Business Central 14.3 and newer
- Insight Works Common 2.7
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
Improvements and Fixes
| Improvement or Fix | Description |
| Create Purchase Order | Introduced new feature for custom Create Purchase Order logic. |
| Multi-Language Support | Improved multi-language support affecting Chart Start Date Offset field. |
| Batch Usability | Improved batch usability on Run Purchase Plan for older versions of Business Central. |
| Purchase Plan Report | Improved ability to run the purchase plan report in the job queue. |
| Vendor Planning Summary Menu Item | Added vendor planning summary menu item. |
| Business Central Support | Additional support for Business Central 14 through Business Central 20. |
| Install Experience | Improved install experience when HTTP client requests are detected to be off. |
| Drilldown Experience | Improved drilldown experience on routing analysis. |
| Actions Usability | Improved usability of some actions on the Enhanced Planning Worksheet. |
| Blank Locations Support | Improved support for blank locations and variants in the Enhanced Planning Worksheet. |
Enhanced Planning Pack Version 3.0
Release Date: June 2022
Compatible With:
- Business Central 16.0 and newer
- Insight Works Common 2.6
Licensing Requirements:
Full User, Essential, Premium (for production order related data)
New Features, Improvements, and Fixes
| New Feature, Improvement, or Fix | Description |
| Enhanced Planning Worksheet | Enhanced Planning Worksheet improves the overall Material Requirements Planning (MRP) experience in Business Central.
Learn more here. |
| Item Planning Review | Item Planning Review helps purchasers, inventory managers, material planners by helping them optimize item reorder parameters and minimum order levels.
Learn more here. |
| Enhanced Forecasting Worksheet | The Enhanced Forecasting Worksheet improves on the Sales and Inventory Forecasting ability in Business Central providing additional information and allowing adjustment of the reorder points, inventory, and reorder variables.
Learn more here. |
| Multi-Level BOM Viewer | The multi-level bill of material (BOM) viewer lets you visualize and edit complex BOM’s.
Learn more here. |
| Routing Analysis | The Routing Analysis app allows analysis of actual versus scheduled production times, identify variations, letting you identify bottlenecks and improve overall utilization.
Learn more here. |