Release Notes: Enhanced Planning Pack

Release Notes: Enhanced Planning Pack

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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 3.4

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.

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

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:

  • Expected Lots per Hour
  •  Actual Lots per Hour
  • Total Runtime
  • Actual Mean Time per Quantity (how long it takes to produce a single unit)
  • Average Actual Runtime
  • Expected Time per Quantity
  • Output Shot Count
  • Average Quantity per Shot
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:

  • OnBeforeCalculateSupplyDemandNet
  • OnAfterCalculateSupplyDemandNet
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.

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