Walkthrough: Use Order Planning to Create and Reserve Supply

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In this article, we take you through the steps to use the Contoso Coffee demo data in order planning.

Scenario

You are the production planner at Contoso Coffee. You created a production order for 100 units of the item SP-SCM1009, Airpot, and you want to plan subassemblies for this order. You use order planning to create the required production order for the supply. Because you are creating the production order to fulfill the requirements of a specific order, you decide to reserve the output of the production order.

Steps

  1. Create the new released production order for 100 units of item SP-SCM1009, Airpot.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Released Production Order, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      Source Type Item
      Source No. SP-SCM1009
      Quantity 100

    3. Choose the Refresh Production Order action.

    Note the number of the released production order.

  2. Open the Order Planning page and calculate a new plan.

    1. Choose the Planning action.

    2. On the Order Planning page, choose the Calculate Plan action.

    3. Scroll down to the demand line that represents the released production order that you created earlier.

    4. Expand the lines to view the details for the demand line. Confirm that it is a suggestion for a production order of 100 units of item 1001.

  3. Create a new production order for 100 units of item SP-BOM2000, Reservoir Assy., and reserve the output of this production order on behalf of the related parent order.

    1. Select the check box in the Reserve field on the demand line for the 100 units of item SP-BOM2000.

    2. Choose the Make Orders action.

    3. Set the Make Orders for field to The Active Line.

    4. Set the Create Production Order field to Firm Planned.

    5. Choose the OK button to create the production order.

    6. On the Order Planning page, confirm that the demand line for the 100 units of item 1001 is removed.

That's it for order planning in Business Central.

See also

Introduction to Contoso Coffee Demo Data
About Production Orders