A Breakdown of the Requisition and Planning Worksheets

Understanding the Requisition and Planning worksheets within Business Central is key to forming a solid inventory and manufacturing platform. They are both there to prevent any stock shortages. Before continuing, it’s worth mentioning that using the Planning Worksheet requires a Premium license. The Requisition Worksheet only requires the Essential license. So in order to utilise both, you must have the Premium license.

What is the Planning Worksheet?

The Planning Worksheet’s purpose is to calculate and adjust an item replenishment plan. The lines within the Planning Worksheet provide information surrounding any replenishments needed for items, and any corresponding order proposals made. If you want to amend your replenishment plan, any lines can be adjusted or deleted. In order to enter data into the lines, the user can do one of two things:

  • Enter the information manually
  • Utilise the ‘calculate batch plan’. This works in a couple of different ways but is essentially a means of providing the user with a way of replenishing the stock. It fills in the tick box for the ‘accept action message’ allowing it to do so. You can still amend or delete lines here where the system isn’t on the same wavelength as the you are.

Regenerative and Net Change calculation methods

What are the two ways a calculated batch plan can work? These are ‘regenerative’ and ‘net change’. The regenerative method works by completely forgetting everything from the previous plan and starts from scratch. This means any new requirements are then calculated from that point in time. This has the benefits of rewriting all data on a scheduled basis and so removing any errors that are present from before. However, it can be a time consuming process.

The net change method looks to maintain the data that was present in the previous plan but changes only specific elements where needed. This has the benefit of consistency and saving time, however is more susceptible to errors accumulating in the system.

So to close off this section, when using the ‘calculate batch plan’ functionality you have these two options. This allows you to generate data in your planning worksheet. Alternatively, you can enter the data in manually.

What is the Requisition Worksheet?

You use the Requisition Worksheet page for listing items you wish to reorder. There are several ways to enter in data into this worksheet. You can:

  • Enter in the data in manually
  • You can use drop shipments to populate the worksheet lines. Using the Get Sales Orders batch job, you are able to specify the desired sales order lines for a drop shipment. Drop shipments are sales where goods are taken straight from the vendor to the consumer without you having to physically handle them.
  • You can use special orders to populate the worksheet lines. This works in the same way as drop shipments, but instead here using special orders. Special orders are additional, special goods added to a shipment, sent to a customer with other ordered items.
  • Use the ‘calculate plan’ option. This creates a replenishment plan for items which have been set up utilising transfer or purchase orders. In instances where you used the Carry Out Action Message batch job from the Planning Worksheet window to calculate a replenishment plan, you can use that same action to copy purchase and transfer order proposals from the planning worksheet to the requisition worksheet. Cases like this are typically specific to larger corporations, where they see it as necessary to keep the production and purchase lines separate. If you have a Premium license, it isn’t unusual to simply use the planning worksheet.

I hope this has ironed out any queries you had regarding the difference between the two worksheets. If you have any other questions, related or not, feel free to contact us here.