Feature Area

Summary

Description

Planning Templates

Added logic to prompt deletion of underlying templates when all Planning Templates are removed.

Introduced a new feature that prompts users to delete all underlying templates—such as Item Filters and SKU Templates—when all Planning Templates are deleted and the page is reopened. This enhancement ensures cleaner data management and prevents orphaned configurations from persisting unnecessarily.

Planning Templates

Added prompt to suggest adding a standard location to item filters during initial setup.

Introduced a new feature that prompts users to optionally add a standard location to the default item filters when setup is run for the first time and locations exist. This enhancement improves setup guidance and ensures better alignment with location-based planning configurations from the start.

Planning Templates

Added “Special Template” field to Planning Template Table with toggle visibility on List Page.

Introduced a new boolean field “Special Template” in the Planning Template Table. On the List Page, templates marked as special are hidden by default. A new action “Show Special Templates” allows users to toggle visibility, switching to “Hide Special Templates” when active. This feature improves clarity and control over template visibility, especially in environments with mixed-use templates.

Planning Templates

Added functionality to copy Planning Templates for easier setup and reuse.

Introduced a new feature that allows users to duplicate an existing Planning Template, including all relevant settings and filters. This streamlines the creation of new templates based on existing configurations.

Planning Templates
Reverse Planning Worksheet

Added 'Skip if already planned' field to Planning Template to support iterative manual planning.

Introduced a new field 'Skip if already planned' in the Planning Template. When enabled, items moved to the Reverse Planning Worksheet will not be deleted during subsequent calculation runs. This allows planners to retain and consider previously planned lines during manual planning iterations, improving flexibility and control in the planning process.

Reverse Planning Worksheet

Added Gross Weight and Volume fields to Reverse Planning Worksheet and Requisition Lines.

Introduced new fields to display Unit Volume, Total Volume, Unit Gross Weight, and Total Gross Weight on Reverse Planning Lines and Requisition Lines. This enhancement supports planners in calculating total weights and volumes when creating Purchase Orders or Transfer Orders, improving decision-making and logistics planning.

Reverse Planning Worksheet

Added "Update Starting Date" action to Reverse Planning Worksheet for bulk date updates.

Introduced a new action "Update Starting Date" to the Reverse Planning Worksheet, accessible from the Home tab next to the "Update Due Date" function. This feature allows planners to select multiple lines and apply a new Starting Date (Field ID: 99000894) in bulk. Upon triggering the action, users are prompted to enter a date, which is then applied to all selected lines.

Demand Forecast

Enabled automatic creation and assignment of “NEXT YEAR” demand forecast during setup to streamline forecast configuration for planners.

To simplify the setup process for forecast-related templates, logic has been added to automatically create and assign a demand forecast named “NEXT YEAR” if none exists.

Functionality Details:

During setup, the system checks for existing demand forecasts.

If no forecast is found, a new forecast named “NEXT YEAR” is automatically created and assigned.

If a forecast already exists, users are prompted with the option to create and assign the “NEXT YEAR” forecast manually.

User Benefit: This enhancement reduces manual configuration steps and ensures that planners have a ready-to-use forecast setup, improving efficiency and consistency in planning workflows.

Direct Replenishment

Simple MRP Planning

FactBox

Introduced "Planning Parameters - SKU Card" factbox to Simple MRP and Direct Replenishment pages, enabling visibility of SKU-level planning parameters alongside item-level data.

To improve planning accuracy and usability, a new factbox titled "Planning Parameters - SKU Card" has been added to the Simple MRP and Direct Replenishment pages. This factbox displays planning parameters from the SKU card based on the selected item, variant, and location.

Enhancements Include:

New Factbox: Displays SKU-specific planning parameters directly on the planning pages.

Conditional Display: If no SKU card exists for the selected combination, the factbox will show the planning parameters from the item card

Renaming Existing Factbox: The existing "Planning Parameters" factbox has been renamed to "Planning Parameters - Item Card" to clearly distinguish between item-level and SKU-level data.

User Benefit: Planners can now view both item-level and SKU-level planning parameters in a structured and accessible format, without navigating away from the planning interface. This supports more informed and location-specific planning decisions.

Direct Replenishment

FactBox

Enabled Factbox on the Direct Replenishment Journal page to provide contextual insights.

Introduced support for displaying a Factbox on the Direct Replenishment Journal page. The Factbox provides users with contextual information such as item details, inventory availability, planning parameters, and vendor or location info (if applicable). It updates dynamically based on the selected journal line and can be toggled on or off by the user.

Technical note

• All fields support drill-down to view the underlying lines contributing to the totals.

• Filters applied: Item No., Variant No., Location Code, Global Dimension 1, Global Dimension 2.

Simple MRP Planning

FactBox

Enabled Factbox on the Simple MRP Planning Journal page to provide contextual insights.

Introduced support for displaying a Factbox on the Simple MRP Planning Journal page. The Factbox provides users with contextual information such as item details, inventory availability, planning parameters, and vendor or location info (if applicable). It updates dynamically based on the selected journal line and can be toggled on or off by the user.

Technical note

• All fields support drill-down to view the underlying lines contributing to the totals.

• Filters applied: Item No., Variant No., Location Code, Global Dimension 1, Global Dimension 2.

Sales Order Handling

Added functionality to update New Promised Shipment Date directly in the Sales Order Handling Journal.

Introduced a new feature that allows planners to update the New Promised Shipment Date directly within the Sales Order Handling Journal. This enhancement streamlines the order management process by eliminating the need to navigate into individual sales orders, improving efficiency, accuracy, and customer satisfaction.

Feature Area

Summary

Description

App Cockpit

Added automatic opening of Cockpit after Reverse Planning activation.

Introduced a new feature that automatically opens the Cockpit once the Reverse Planning activation flow is completed. This enhancement streamlines the workflow by reducing manual navigation and guiding users directly into the planning interface, improving usability and efficiency.

Planning Templates

Automatic alignment of Demand Forecast dates with calculated Planning Template dates using default formulas.

When the “Default Start Date Formula” and “Default End Date Formula” are used to calculate the Start and End Dates in the Planning Template, the system now automatically updates the “Demand Forecast Start Date” and “Demand Forecast End Date” to match. This ensures that forecast periods are consistently aligned with planning periods without requiring manual adjustments.

Planning Templates

A comprehensive set of new templates has been developed and implemented to support planning and forecasting activities.

This release introduces a full suite of standardized templates designed for demand and supply planning. These templates provide a consistent framework for capturing, analyzing, and projecting planning data. They are built to support scalability and adaptability, serving as the foundation for future enhancements in forecasting and planning processes.

Planning Templates

Updated Item Filter Template to exclude blocked items and include only inventory item types.

Enhanced the Item Filter Template by applying two key filtering criteria:

• Blocked = No: Ensures that blocked items are excluded from planning and filtering processes.

• Item Type = Inventory: Excludes Service and Non-Inventory item types, allowing only inventory items to be included.

This update improves planning accuracy, performance, and data relevance by ensuring that only active and valid inventory items are considered.

Planning Templates

Added Sorting and Demand Forecast fields to Planning Templates for improved visibility and bulk updates.

Enhanced the Planning Template overview by adding the Sorting and Demand Forecast fields. This improvement enables planners to view and update these fields directly from the template list, supporting faster mass updates and better control over planning configurations.

Planning Templates

Added Sorting and Demand Forecast fields to Planning Templates for improved visibility and bulk updates.

Enhanced the Planning Template overview by adding the Sorting and Demand Forecast fields. This improvement enables planners to view and update these fields directly from the template list, supporting faster mass updates and better control over planning configurations.

Planning Templates

Improved Planning Template initialization to run per Planning Feature, ensuring default templates are created only when missing.

Enhanced the Planning Template setup logic to initialize templates per Planning Feature. If a feature (e.g., Simple MRP) has no existing templates—due to deletion or lack of manual setup—the system will automatically create the default templates for that feature. This approach avoids duplication, supports scalability, and improves user experience by ensuring planning features are always ready to use.

Planning Templates

Improved validation for "Include only Items with Demand Orders" field to prevent enabling when no demand types are included.

Enhanced the behavior of the "Include only Items with Demand Orders" field by adding validation logic that disables out the field when no demand types are selected for calculation.
If the user deselects all demand types after enabling the field, the system will automatically uncheck the field and notify the user. This improvement prevents confusion and ensures meaningful filtering during planning.

Planning Templates

Prevented simultaneous enabling of "Include only Items with Demand Orders" and "Always Trigger Line Insert" fields to avoid misconfiguration.

Implemented a mutual exclusivity rule between the fields "Include only Items with Demand Orders" and "Always Trigger Line Insert". Since enabling "Always Trigger Line Insert" overrides the behavior of "Include only Items with Demand Orders", users can no longer activate both fields at the same time. This improvement enhances usability and prevents unintended planning outcomes due to conflicting settings.

Planning Templates

Added "Sales Quotes" as a demand source option in Planning Template configuration.

Enhanced the Planning Template by introducing Sales Quotes as a selectable demand source. Users can now choose between:

• All: Include all sales quotes.

• Only Released: Include only released sales quotes.

• None: Exclude all sales quotes.

This selection is respected when the "Include only Items with Demand Orders" filter is enabled, ensuring accurate inclusion or exclusion of items tied to sales quotes. This improvement provides planners with greater flexibility and precision in demand filtering.

Planning Templates

Ensured Sales Blanket Orders are included when "Include only items with Demand Orders" filter is active.

Improved demand filtering logic to ensure that Sales Blanket Orders are properly included when the "Include only items with Demand Orders" filter is enabled—provided they are part of the setup. This enhancement ensures complete and accurate demand visibility for planners relying on this filter, preventing missing data and improving planning reliability.

Reverse Planning Worksheet

Enabled bulk editing of action messages in Reverse Planning Worksheet within filtered views.

Introduced functionality to allow bulk editing of action messages across multiple lines in the Reverse Planning Worksheet when working within a filtered view. This enhancement improves efficiency for planners by eliminating the need to update each line individually, supporting faster and more agile order management.

Reverse Planning Worksheet

Simple MRP Planning

Direct Replenishment

Added confirmation message after Auto run Carry Out Actions to improve user feedback when lines are moved to the Reverse Planning Worksheet.

To enhance user experience and provide clear feedback, a confirmation message has been implemented for the Auto run Carry Out Actions function in the Reverse Planning process.

Key Features:

• A confirmation message is displayed once the process completes and all lines have been successfully moved to the Reverse Planning Worksheet.

• The message is shown only once, even if the process involves multiple internal loops.

• The message clearly confirms that the transfer of lines has been completed.

Purpose: This improvement ensures that users are informed when the Auto run Carry Out Actions process has finished, reducing uncertainty and improving usability during planning operations.

Simple MRP Planning

Added "Item Availability by" function to the Simple MRP page for consistent planning insights.

Enhanced the Simple MRP page by adding the "Item Availability by" function, previously available only on the Reverse Planning Worksheet. This improvement provides planners with consistent access to item availability insights across planning tools, supporting better decision-making and improving usability during material planning.

Move Demand Dates

Prevented selection of "Accept Action Message" when Action Message is set to "Replenishment" in Move Demand Dates journal.

Implemented a restriction in the Move Demand Dates journal to prevent users from enabling the "Accept Action Message" field when the Action Message is set to "Replenishment". This change ensures that replenishment actions, which are not valid in this journal context, cannot be mistakenly accepted, improving data integrity and user guidance.

Feature Area

Summary

Description

Move Demand Dates

Improved Move Demand Dates report to inherit Start and End Dates from Request Page if missing in Planning User Setup.

Enhanced the Move Demand Dates report logic to check the Planning User Setup for Start Date and End Date values. If either field is blank, the system now inherits the corresponding value from the Request Page before executing the report. This ensures consistent and complete date handling without requiring manual updates to the Planning User Setup.

Move Demand Dates
Planning Templates

Removed visibility of Suggest Quantity Template and SKU Filter Template fields from Planning Template for Move Demand Dates.

Updated the Planning Template for Move Demand Dates to hide the following fields, which are not relevant for this functionality:

• Suggest Quantity Template (Field ID: 300, Code[50])

• SKU Filter Template (Field ID: 304, Code[50])

This redesign improves clarity and usability by ensuring that only applicable fields are shown during configuration.

Planning Templates

Made "User Location has Priority" and "User Item Filter has Priority" fields visible and editable in Planning Template for Move Demand Dates.

Updated the Planning Template for Move Demand Dates to make the following Boolean fields visible and editable:

• User Location has Priority (Field ID: 302)

• User Item Filter has Priority (Field ID: 303)

This redesign allows users to retain filters set on the request page, improving flexibility and control during demand date adjustments.

Planning Templates

Added new "Supplies to Exclude" subtab to Planning Template and relocated "Exclude Inventory" field.

Introduced a new subtab titled "Supplies to Exclude" within the Planning Template section, placed between the existing subtabs "Both Demands and Supplies to Include" and "Planning Lines" under the Demand and Supplies tab. The field "Exclude Inventory" has been moved to this new subtab. This redesign improves clarity and usability by grouping exclusion settings in a dedicated area, with consistent styling and behavior across the UI.

Move Demand Dates

Made "Accept Action Message" field visible on the SCB RPL Move Demand Dates worksheet.

Updated the SCB RPL Move Demand Dates worksheet (Page ID: 6223950) to make the "Accept Action Message" field (Field ID: 99000917, Boolean) visible and accessible. This change allows users to view and interact with the field directly within the worksheet interface, improving usability and control during demand date adjustments.

Suggest Qty. to Order

Added "Suggest Date Template" and "Specific Date for Triggers" fields to SCB RPL Suggest Qty. Template table.

Extended the SCB RPL Suggest Qty. Template table (ID: 6223255) by adding the fields "Suggest Date Template" and "Specific Date for Triggers", which were previously only available in the SCB Suggest Qty. Setup table (ID: 6082841). This enhancement supports improved date-based logic and aligns template functionality across related planning components.

Reverse Planning Worksheet

Redesigned "Align Due Date" function to only update marked lines and renamed it to "Update Due Date".

The "Align Due Date" function has been redesigned to improve control and usability. It now updates due dates only on lines explicitly marked by the user, rather than applying changes to all lines indiscriminately. Additionally, the function has been renamed to "Update Due Date" to better reflect its purpose and behavior.

Direct Replenishment

Made "Replenishment System" and "Keep Line after Carry Out" fields available via personalization in Direct Replenishment journal.

Updated the Direct Replenishment journal to include the fields "Replenishment System" and "Keep Line after Carry Out", which are now available for users to add via the Personalize feature. These fields are hidden by default to reduce clutter but can be enabled by users who require them, offering greater flexibility and control in journal configuration.

Feature Area

Summary

Description

Suggest Qty. to Order

Fixed missing "Zero" option in "Calculate To" field in SCB Suggest Qty. Setup when using Danish language.

Resolved an issue where the "Calculate to" field on the "Suggest Quantity to Order" page did not include the "Zero" option when Microsoft Dynamics 365 Business Central was run in Danish. This option is available in the English version and is essential for certain inventory planning scenarios. The fix ensures consistent functionality across language settings.

Suggest Qty. to Order

Fixed incorrect suggested dates in Reverse Planning worksheet when running Simple MRP with Auto Suggest Quantity and Auto Carry Out enabled.

Resolved an issue where the Reverse Planning worksheet displayed incorrect suggested supply dates when Simple MRP was executed with both Auto Suggest Quantity and Auto Carry Out enabled. The dates were incorrectly based on the calculation interval rather than actual availability or lead times. When the process was run manually—without automation—the correct supply dates were calculated and transferred properly to the worksheet. The fix ensures accurate date suggestions regardless of automation settings.

Suggest Qty. to Order

Fixed issue where automatic population of Order Date and Supply Date failed when "Auto run Suggest Qty to Order" was enabled.

Resolved a bug where the newly introduced functionality to automatically populate the Order Date and Supply Date fields did not work when the planning template had "Auto run Suggest Qty to Order" enabled. The system failed to apply the expected logic under automated execution, resulting in missing date values. The fix ensures that date fields are correctly populated regardless of automation settings.

Planning Templates

Fixed error when executing a Next Template configured to run for all Low Level Codes.

Resolved an issue where executing a planning template with a "Next Template" configured to run for all Low Level Codes resulted in an error. The problem was related to how the system triggered and iterated over LLC codes during the execution of the next template. The fix ensures correct handling of template chaining and LLC iteration logic.

Planning Templates

Fixed error when removing template from "Auto run next template" field in Simple MRP setup.

Resolved an issue where removing a planning template from the "Auto run next template" field in the Simple MRP setup triggered an error stating:

"The Planning Template does not exist. Identification fields and values: Code='', Planning Feature='Simple MRP'".

After the error, refreshing the page caused the template to be reinserted automatically. The issue only resolved when both "Auto run Suggest Quantity to Order" and "Auto run Carry Out Actions" were set to false. The fix ensures proper handling of template removal and prevents automatic reinsertion under these conditions.

Planning Templates

Fixed issue where planning template with "User Location has priority" continued using cleared Location Code.

Resolved a bug where planning templates configured with "User Location has priority" continued to perform calculations based on a previously set Location Code, even after the field was cleared. The issue was traced to the Default Location (6, Code[250]) field in the SCB Planning User Setup Card (6223978, Card), which was not being updated correctly when the Location Code was blanked. The fix ensures that location-based calculations respect the current field state and do not rely on outdated values.

Planning Templates

Restricted visibility of Premium-only fields on Planning Template page to users with Premium profile.

Fixed an issue where the fields "Include Production Orders" and "Use Assigned Prod. Component Quantity" were visible on the SCB RPL Planning Template page even when the Premium License was not activated. These fields are now correctly restricted to users with the Premium profile, preventing confusion and ensuring proper feature access control.

Planning Templates

Fixed issue where Purchase Quotes were not included in calculations despite being enabled in the setup.

Resolved a bug where Purchase Quotes were excluded from planning and availability calculations, even though their inclusion was explicitly enabled in the configuration. This fix ensures that Purchase Quotes are now correctly considered, improving accuracy and consistency in demand and supply planning.

Planning User Setup

Fixed visibility issue for "Include Inbound Transfer Supplies" field in Planning User Setup when Premium license is not active.

Resolved a bug where the "Include Inbound Transfer Supplies" field was not displayed in the Planning User Setup when the Premium license was disabled. This field is relevant for all planning users and should be visible regardless of license type. The fix ensures consistent access to this configuration across all license tiers.

Simple MRP Planning

Fixed issue where Safety Lead Time and Inbound Warehouse Time were not considered in Simple MRP planning for items with Replenishment System = Prod. Order.

Resolved a bug in Simple MRP where items configured with Replenishment System = "Prod. Order" did not correctly factor in Safety Lead Time and Inbound Warehouse Time during planning. This led to inaccurate supply dates and potential misalignment in production scheduling. The fix ensures that these planning parameters are properly applied for production orders, improving reliability and accuracy in material planning.

Simple MRP Planning

Fixed issue where component lines were not considered for Assembly items in Simple MRP when recalculated with "Include Planning Lines" enabled.

Resolved a bug in Simple MRP where items with Replenishment System = Assembly did not include component lines during recalculation when the "Include Planning Lines" field was enabled. This behavior was inconsistent with items using Production Order replenishment, which correctly included component lines. The fix ensures that component lines are now properly considered for Assembly items, improving planning accuracy and consistency.

Simple MRP Planning

Fixed issue where Reverse Planning lines with Replenishment System = Transfer were not considered in Simple MRP when "Include Planning Lines" was enabled.

Resolved a bug in Simple MRP where lines from the Reverse Planning Worksheet with Replenishment System = Transfer were excluded from planning calculations when the "Include Planning Lines" option was enabled. The issue was caused by the system referencing the Location field instead of the correct Transfer-From field for these lines. The fix ensures that transfer-based supplies are properly included in planning, improving accuracy and consistency.

Direct Replenishment
FactBox

Fixed issue where FactBox calculated fields did not update immediately when switching lines in the Direct Replenishment Journal.

Resolved a bug where calculated fields in the FactBox failed to refresh immediately when users switched between lines in the Direct Replenishment Journal. The values only updated after the underlying lines were entered, causing a delay in the display of accurate information. This fix ensures that FactBox values are updated instantly upon line change, improving clarity and reducing the risk of user confusion.

 General

Made specific fields non-editable in SCB New Reverse Planning table to prevent unintended modifications.

Updated the SCB New Reverse Planning table (Table ID: 6223257) to make certain fields read-only. These fields are either calculated or derived from system logic and should not be manually edited by users. This redesign improves data integrity and ensures consistent behavior across planning processes.

Feature Area

Summary

Description

Move Demand Date

Fix for error in Move Demand Dates when executing Reverse Planning on Sales Order lines due to field type mismatch.