Simple MRP (pre-28.4)

As a Purchasing Planner or Production Planner
I want to calculate which items need replenishment and get a list of suggested supply orders based on current inventory and demand
So that I have a clear, actionable starting point for placing purchase or production orders without manually checking each item

Setup:

1. Open Reverse Planning – Simple MRP.
2. Click Calculate Simple MRP. The request page shows the active Planning Template for Simple MRP.
3. Review the template settings: start/end date, demand types included, supply types included, trigger on inventory level (Zero, Safety Stock, or Reorder Point).
4. Set item or location filters if needed (or rely on those saved in the Item Filter Template attached to the template).
5. Run the calculation. The journal shows one line per item/location that fell below the trigger level within the calculation period.
6. Each line shows: current inventory, end inventory, lowest inventory, first date below the trigger level, open sales/purchase/production quantities, and a suggested Action Message.

Note: Lines are only generated for items that actually trigger a supply need based on the template's Trigger on Inventory Level setting. Items with sufficient stock are excluded unless Always Insert Supply Lines is enabled on the template.

As a Planning Administrator or Senior Planner
I want to define reusable Planning Templates that specify exactly which demand and supply types are included, what date range to use, and what triggers a supply suggestion
So that different planners or planning scenarios can have consistent, repeatable calculation settings without re-entering parameters each time

Setup:

1. Open Planning Templates from within the Simple MRP journal via the Templates action, or navigate to it from the Reverse Planning Role Center.
2. Create a new template with a unique Code and set Planning Feature to Simple MRP.
3. In the Calculation Interval section, set Default Start Date Formula (e.g. <-CW> for start of current week) and Calculation Period (End Date, Lead Time, or Rolled Up Lead Time). When set to End Date, the planning horizon extends to the Default End Date. When set to Lead Time or Rolled Up Lead Time, the horizon per item is determined by the item's own lead time — keeping the calculation tightly focused on items with imminent shortages.
4. In the Demands section, configure which demand types are included: Sales Orders (All, Only Released, None), Sales Blanket Orders, Sales Quotes, Transfer Demands, Production Components, Service Orders. Enable Include Only Items with Demand Orders to exclude items that have only safety stock demand and no actual orders.
5. In the Supplies section, configure: Purchase Orders (All, Only Released, None), Purchase Quotes, Production Orders, Transfer Supply, Assembly Orders. Set Purchase Order Date (Expected or Promised Receipt Date).
6. In the Simple MRP section, set Trigger on Inventory Level (Zero, Safety Stock, Reorder Point) and optionally enable Trigger on End Inventory to only trigger if the end inventory — not just the lowest point during the period — falls below the trigger level.
7. Link an Order Quantity Template and an Item Filter Template if applicable.
8. Save the template. It is now available when running the calculation.

As a Planning Administrator
I want to set date formulas on Planning Templates so that start and end dates recalculate from today every time the template is used
So that the same template can be run weekly or daily without anyone changing dates manually

Setup:

1. On the Planning Template, set Default Start Date Formula to a formula relative to work date (e.g. <-CW> for start of current week, <0D> for today).
2. Set Default End Date Formula to a formula relative to the start date (e.g. <+8W> for eight weeks forward).
3. Each time the calculation runs, the actual start and end dates are recalculated from the current work date before the calculation begins.
4. The Demand Forecast start and end dates follow the same formulas if linked to a forecast.

As a Purchasing Planner
I want to have the system automatically calculate how much to order for each item based on reorder parameters — not just suggest that an order is needed
So that I can carry out orders without manually determining the quantity for each line

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template. In the Order Quantity Template field, select an existing template or open the lookup to navigate to Order Quantity Templates.
2. On the Order Quantity Template, set Calculate From: Zero (order enough to bring inventory to target), Lowest Inventory (top up from the lowest projected point), End Inventory (top up from the end-of-period inventory), or Lowest Inventory after Forecast.
3. Set Calculate To: Safety Stock, Reorder Point, Reorder Quantity, Reorder Point plus Reorder Quantity, Maximum Inventory, or Zero (fixed quantity scenarios).
4. Optionally enable Use Order Modifiers to apply Minimum Order Quantity, Maximum Order Quantity, and Order Multiple from the item or SKU card.
5. Set the Rounding Principle and link a Date Template to control the suggested due date.
6. In the Simple MRP journal after running the calculation, click Suggest Quantity to Order. The system fills in the Quantity to Order field for all lines using the template logic and marks Accept Action Message.

As a Purchasing Planner
I want to have the suggested order date automatically set to reflect when the item first falls below a critical level — not just a fixed date
So that purchase orders are timed to arrive exactly when needed rather than defaulting to the planning start date

Setup:

1. Open Planning Templates from the Simple MRP journal, open the linked Order Quantity Template, and navigate to the Date Template field.
2. On the Date Template, add Date Triggers. Each trigger specifies: Trigger on Date (Today, First date below Zero, First date below Safety Stock, First date below Reorder Point, or a specific date), and Planning Direction (Forward or Backward).
3. When Suggest Quantity to Order runs with this setup, the calculated due date on each planning line reflects the trigger event rather than defaulting to the start date.

As a Purchasing Planner
I want to automatically split suggested orders that exceed a maximum order quantity, or consolidate demand within a lot accumulation period into a single order
So that the planning output respects item-level constraints and produces realistic, actionable order proposals

Setup:

1. On the Order Quantity Template, enable Split Orders by Maximum Order Qty. to automatically split lines where the suggested quantity exceeds the item's Maximum Order Quantity.
2. Enable Split Orders by Lot Accumulation Period to consolidate demands within the same Lot Accumulation Period (from the item or SKU card) into one line per period.
3. When both are enabled, splitting takes precedence over accumulation where they conflict.
4. Split lines appear in the Simple MRP journal with the Is Split Line or Is Lot Accumulation Line column marked, making them easy to identify.

Note: These are preview features that must be enabled in Feature Management. The columns are only visible when the respective feature is active.

As a Purchasing Planner
I want to control what happens when a demand requires an order to be placed in the past — because the lead time means it should have been ordered already
So that the planning output is realistic and I know which lines require immediate action

Setup:

1. On the Order Quantity Template, set Past Planning Policy:
   • No Action: the calculated date is kept as-is, even if it is in the past.
   • Warning Only: the line is marked with a Planning Date Warning but the date is not changed.
   • Adjust to Work Date: the planned order start date is moved to today.
   • Adjust to Planning Start Date: the planned order start date is moved to the calculation start date.
2. When Suggest Quantity to Order runs, lines affected by this policy show the Planning Date Warning, Calculated Starting Date, and Calculated Due Date columns in the journal.

As a Purchasing Planner
I want to run the Simple MRP calculation for a specific subset of items — such as items from a specific vendor, item category, or product group — without entering filters manually each time
So that I can run targeted planning calculations for different buyers or product segments using a saved, reusable filter

Setup:

1. Open Planning Templates from the Simple MRP journal, and navigate to the Item Filter Template field. Open the lookup to access Item Filter Templates.
2. Create a new template and click the Filter Text field to open the item filter dialog.
3. Set filters on any item field — item number, item category, vendor, global dimension, or any other field.
4. Save the template and link it to the Planning Template in the Item Filter Template field.
5. When the calculation runs, only items matching the filter are included.
6. Enable User Item Filter has Priority on the Planning Template if the filter entered on the request page at run time should override the template filter. When disabled, the Item Filter Template filter always applies regardless of what is entered at runtime.

As a Logistics Planner
I want to get one planning line per item per location (and per variant) rather than one aggregate line across all locations
So that purchase orders and transfer orders are created for the correct location rather than requiring manual splitting after the calculation

Setup:

1. On the Planning Template, enable Calculate per Location. The calculation generates one line per item/location combination.
2. Enable Calculate per Variant to additionally split by item variant.
3. Combine with Only use Stockkeeping Units to restrict the calculation to items that have a Stockkeeping Unit card for the relevant location/variant combination — useful when planning rules (lead time, vendor, reorder point) are defined at the SKU level.
4. Enable User Location has Priority if the location filter entered on the request page at runtime should override the location defined in the Item Filter Template.

As a Production Planner
I want to plan the full BOM hierarchy in one action — so that when Simple MRP suggests a production order for a top-level item, it automatically calculates the component requirements and suggests purchase or production orders for those too
So that I get a complete multi-level supply plan in one calculation run rather than having to re-run the calculation manually for each BOM level

Setup:

1. On the Planning Template, enable Run for all Low Level Codes.
2. Also enable Auto run Suggest Quantity to Order and Auto run Carry Out Action Message (both are required when running for all low-level codes).
3. When the calculation runs, it starts from low-level code 0 (top-level items), runs Suggest Quantity to Order and Carry Out Action Message automatically, then recalculates for low-level code 1 (first-level components), and so on through all levels.
4. The result is a complete set of planning lines in the Reverse Planning – Planning Worksheet covering all levels of the BOM.

Note: Run for all Low Level Codes cannot be combined with Auto run next Template.

As a Planning Administrator
I want to define a sequence of Planning Templates that run automatically one after another in a single calculation
So that I can build a planning hierarchy — for example, first plan purchase items, then plan production items using the purchase planning output — without manually triggering each template in sequence

Setup:

1. On the first Planning Template, set Auto run next Template to the code of the next template.
2. Also enable Auto run Suggest Quantity to Order and Auto run Carry Out Action Message on the first template (required for chaining).
3. On the second template, optionally set its own Auto run next Template to continue the chain.
4. When the first template's calculation runs, it completes the full cycle (Calculate → Suggest Qty → Carry Out), then automatically starts the second template's calculation.
5. The chain continues until all templates in the sequence have been processed.

Note: Recursive template references (where template A chains to template B which chains back to A) are detected and blocked with an error.

As a Purchasing Planner
I want to open the Simple MRP journal pre-populated with lines for all items in my filter — not just items that are short — so that I can create purchase orders directly from the journal without running a shortage-based calculation
So that I can use the journal as a direct order entry tool for items I always replenish on a schedule

Setup:

1. On the Planning Template, enable Always Insert Supply Lines.
2. When Always Insert is enabled, Trigger on Inventory Level is not evaluated — every item matching the filter gets a line.
3. Run the calculation. Every item matching the filter gets a line in the journal regardless of inventory level.
4. Use Suggest Quantity to Order to fill in the order quantity, or enter it manually.
5. Carry out the accepted lines to the Reverse Planning – Planning Worksheet.

Note: This mode is most useful when combined with Item Filter Templates that target specific vendor groups or item categories that are always ordered together.

As a Purchasing Planner
I want to retain a journal line after I carry it out so that I can create a second planning line for the same item — for example, one line for a purchase order and another for a transfer order
So that complex multi-source supply scenarios can be handled from a single journal without re-running the calculation

Setup:

1. On the Planning Template, enable Keep Line After Carry Out.
2. Alternatively, enable it per line in the journal using the Keep Line After Carry Out column.
3. When Carry Out Action Message runs, lines with this flag enabled remain in the journal after the planning line is created, allowing the planner to modify the quantity and replenishment system and carry out again for a different order type.

As a Purchasing Planner
I want to exclude items from the Simple MRP calculation if they already have lines in the Reverse Planning – Planning Worksheet from a previous run
So that re-running the calculation does not overwrite or duplicate planning lines that were already reviewed and accepted

Setup:

1. On the Planning Template, enable Skip if Already Planned (enabled by default).
2. When the calculation runs, items that already have lines in the Reverse Planning – Planning Worksheet are skipped and their existing lines are not deleted.
3. This allows partial re-calculation — for example, re-running for new items added to a filter without disturbing the planning output for items already processed.

As a Demand Planner
I want to include forecast demand alongside actual sales orders and production components in the Simple MRP calculation
So that the planning output anticipates future demand from the forecast rather than only reacting to existing orders

Setup:

1. On the Planning Template, set Demand Forecast to the BC production forecast to include.
2. Set Demand Forecast Start Date and Demand Forecast End Date to control which forecast entries are included (these default to the calculation start and end dates if left blank).
3. Run the calculation. Forecast entries are included as demand alongside the configured order demand types.

Note: Enable Trigger on Actual Demand Orders on the template to ensure that forecast and planning lines only influence the inventory level display — not the trigger condition itself. With this flag on, a line is only generated if there are actual demand orders (sales, components, etc.) driving the shortage; items with only forecast demand are excluded from the trigger but forecast quantities are still visible in the inventory level columns.

As a Purchasing Planner
I want to restrict the trigger condition to actual demand orders only — so that items with only forecast demand or only planning lines do not generate supply suggestions — while still displaying forecast and planning line quantities in the inventory columns
So that the journal stays focused on confirmed shortages while still giving me a complete inventory picture

Setup:

1. On the Planning Template, enable Trigger on Actual Demand Orders.
2. With this flag enabled, forecast entries and planning lines are excluded from the trigger calculation. An item only generates a supply suggestion if actual demand orders (sales orders, production components, service orders, etc.) cause it to fall below the trigger level.
3. Forecast quantities and planning line quantities are still shown in the inventory level columns in the journal, giving the full picture without driving the supply trigger.

As a Purchasing Planner
I want to include existing planning lines from the Reverse Planning – Planning Worksheet as supply in the Simple MRP calculation
So that items with already-planned but not-yet-created orders are not flagged again as short

Setup:

1. On the Planning Template, set Include Planning Lines to one of three options:
   • No: planning lines are excluded from the calculation entirely.
   • All: all planning lines regardless of date are included as supply.
   • From start date: only planning lines dated on or after the calculation start date are included.
2. Optionally set Worksheet Template Name and Journal Batch Name to restrict which planning lines are included — useful if multiple planners have separate batches and you only want your own lines to count.

As a Purchasing Planner
I want to use the proposed new shipment dates from the Sales Order Handling journal instead of the original dates on sales orders in the Simple MRP calculation
So that the demand picture in Simple MRP reflects the outcome of the delivery date review process and I avoid planning supply for dates that have already been renegotiated

Setup:

1. On the Planning Template, enable Use Sales Order Handling.
2. When the calculation runs, demand from sales orders uses the proposed new date from the Reverse Planning – Sales Order Handling journal where a proposal exists. Sales orders without a proposal in the handling journal are included with their original shipment date.

As a Group Planner
I want to calculate supply needs for my company based on demand that exists in another BC company
So that a central purchasing company can plan supply for subsidiaries without users having to switch companies

Setup:

1. On the Planning Template, set Plan from other Company to the name of the source company.
2. Run the calculation. Demand (sales orders, production components, etc.) is read from the specified company, while supply orders are created in the current company.
3. For companies in a different tenant, set External Tenant Code instead of Plan from other Company.

As a Purchasing Planner
I want to see a breakdown of what is driving each planning line — which sales orders are creating demand, which purchase orders are providing supply, and how inventory evolves over the period — without leaving the journal
So that I can verify the planning suggestion and make informed adjustments without opening separate pages

Setup:

1. In the Simple MRP journal, select a line. The right-hand factbox panel shows:
   • Calculation Fact Box: a summary of key inventory figures for the selected item/location.
   • Item Demands: a breakdown of all demand entries (sales orders, components, forecasts, etc.) contributing to the calculation for this line.
   • Item Supplies: a breakdown of all supply entries (purchase orders, production orders, etc.) included for this line.
   • Calc. Inventory: a period-by-period inventory projection.
   • Item Planning / SKU Planning: the item or SKU's reorder parameters (safety stock, reorder point, reorder quantity, lead time).
2. Click Graphical Inventory Profile (if installed) to open a visual chart of the inventory profile for the selected item.

As a Demand Planner
I want to convert the lines from the Simple MRP journal into a demand forecast
So that the planning output can feed back into the forecast for the next planning cycle without manual re-entry

Setup:

1. In the Simple MRP journal, select the lines to convert (or use all lines with a Quantity to Order filled in).
2. Click Convert to Forecast. The system writes the planning line quantities as forecast entries into the active demand forecast.
3. Flexible Forecast must be installed and enabled for this action to be available.

As a Purchasing Planner
I want to open BC's standard Item Availability by Event, Period, Variant, Location, BOM Level, Lot, or Unit of Measure directly from a journal line
So that I can investigate the full availability picture for an item without leaving the planning context

Setup:

1. In the Simple MRP journal, select a line.
2. Use the Item Availability by group in the Navigate menu to open the availability view of your choice.
3. All standard BC availability views are available directly from the journal.

As a Production Planner
I want to calculate the total lead time for produced items — rolling up component and routing lead times through the full BOM — directly from the Simple MRP journal
So that I can see the correct cumulative lead time for each item without leaving the planning context

Setup:

1. In the Simple MRP journal, click Calculate Rolled up Lead Time in the action bar.
2. The report runs for the items in the current filter and calculates the rolled-up lead time by traversing the production BOM and routing structure.
3. Results are stored and visible from the Rolled up Lead Times page, accessible via the Navigate menu in the journal.
4. The Calculation Period field on the Planning Template includes the options Lead Time and Rolled Up Lead Time — these use the results of this calculation to determine the planning horizon per item.

As a Planning Administrator or Planner
I want to group Planning Templates into named categories and configure which categories each user sees by default when opening the template list
So that planners only see the templates relevant to their role and the template list stays manageable as the number of templates grows

Setup:

1. Open Planning Template Categories from the action bar in the Planning Templates list, and create the categories you need (e.g. PURCHASE PLANNING, PRODUCTION PLANNING, FORECAST).
2. On each Planning Template, set the Template Category field to the appropriate category.
3. Planners can open User-Defined Category Preferences from the Planning Templates list to configure which categories they see by default. Each user can select one or more categories; the list will then filter to those categories on opening.
4. Use Show All Templates on the template list to temporarily override the category filter and see all templates.
5. Templates without a category are always visible alongside the selected category templates.

As a Planning Administrator
I want to duplicate an existing Planning Template and give the copy a new code and description
So that I can create a variant of an established template — for example, the same calculation for a different location or vendor group — without re-entering all the settings from scratch

Setup:

1. Open Planning Templates from the Simple MRP journal.
2. Select the template to copy and click Copy Planning Template in the action bar.
3. Enter a unique New Template Code and a New Template Description. The existing template's description is shown for reference.
4. Click OK. A new template is created with all settings, filter links (Item Filter Template, SKU Filter Template, Order Quantity Template, Date Template), and date formulas copied from the original.
5. Open the new template and adjust the settings that differ from the original.

As a Logistics Planner
I want to define a reusable filter on the Stockkeeping Unit table and attach it to a Planning Template
So that the calculation only considers items that have a matching SKU card — for example, only items with Transfer replenishment, or only SKUs at a specific location — without entering filters manually each time

Setup:

1. Open Planning Templates from the Simple MRP journal, and navigate to the SKU Filter Template field. Open the lookup to access SKU Filter Templates.
2. Create a new template with a unique code and click the Filter Text field to open the SKU filter dialog.
3. Set filters on any Stockkeeping Unit field — replenishment system, transfer-from location, vendor, or others. The standard setup creates an ONLY TRANSFER SKU filter template that restricts to SKUs with Transfer replenishment.
4. Link the SKU Filter Template to the Planning Template in the SKU Filter Template field.
5. When the calculation runs, only item/location/variant combinations that have an SKU card matching the filter are included.
6. SKU Filter Template and Item Filter Template can be combined: the Item Filter Template restricts which items are considered, and the SKU Filter Template further restricts which of those items must have a matching SKU.

As a Production Planner or Purchasing Planner
I want to convert a monthly demand forecast into actual purchase or production orders by running a two-step template chain: first transfer the forecast period to planning lines, then break those planning lines down through all BOM levels
So that the annual forecast becomes a concrete, level-by-level supply plan without manual calculation

Setup:

1. The standard template setup includes a BREAK DOWN SALES FORECAST category with paired templates for each calendar month (e.g. JAN NEXT YEAR – TRANSFER LINES FROM FORECAST and JAN NEXT YEAR – BREAK DOWN FROM PLANNING LINES).
2. The first template in each pair (Transfer Lines) uses a forecast-only configuration: all sales, purchase, and production demand types are set to None, inventory is excluded, and the linked forecast covers only the target month. It chains automatically to the second template via Auto run next Template.
3. The second template (Break Down) reads the planning lines created by the first template and runs for all low-level codes to generate component-level supply suggestions throughout the BOM.
4. To use this pattern with your own forecast, duplicate a month pair template, update the date range and the Demand Forecast field, and run the first template. The full chain executes automatically.

Note: Templates in the Break Down Sales Forecast category use Trigger on Inventory Level = Zero, Exclude Inventory = true, all demand types = None, and Include Planning Lines = All. The linked Order Quantity Template is EXACT DEMAND, which calculates from End Inventory to Zero without order modifiers — producing exactly the forecast quantity as the order quantity.

As a Planning Administrator
I want to refresh all standard Abakion Planning Templates, Order Quantity Templates, Item Filter Templates, SKU Filter Templates, and Date Templates with the latest recommended settings
So that the planning setup stays current with Abakion's best practices without manually reviewing and updating each template

Setup:

1. Open Planning Templates from the Simple MRP journal.
2. Click Refresh Standard Templates in the action bar.
3. The system deletes all templates marked as Standard Template and recreates them from the built-in Abakion defaults — including all categories, Order Quantity Templates, Date Templates, Item Filter Templates, and SKU Filter Templates.
4. Custom templates (those not marked as Standard Template) are not affected.

Note: On the first installation, standard templates are created automatically when the Planning Templates page is opened. Refreshing overwrites the standard templates but preserves any custom templates you have added.

As a Planning Administrator
I want to configure the Trigger on Inventory Level field on a Planning Template so that supply suggestions are only generated for items that fall below a meaningful threshold — not just any item with any demand
So that the journal stays focused on items that genuinely need action rather than producing noise for items that are well-stocked

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template.
2. Set Trigger on Inventory Level to one of four options:
   • Zero: a supply suggestion is generated when projected inventory falls below zero — the item would go into backorder.
   • Safety Stock: a supply suggestion is generated when projected inventory falls below the item's Safety Stock Quantity.
   • Reorder Point: a supply suggestion is generated when projected inventory falls below the item's Reorder Point.
   • blank (Always Insert): no trigger evaluation — every item matching the filter gets a line regardless of inventory level. Equivalent to enabling Always Insert Supply Lines.
3. Save. The selected level applies to all items calculated with this template.

Note: Trigger on Inventory Level works in combination with Trigger on End Inventory and Trigger on Actual Demand Orders. These three fields together define exactly which items the calculation flags as requiring supply.

As a Purchasing Planner
I want to configure Simple MRP so that an item only generates a supply suggestion if its inventory is still below the trigger level at the end of the calculation period — not just temporarily during the period
So that items that dip briefly due to a seasonal demand spike but recover by end of period do not generate unnecessary purchase orders

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template.
2. Ensure Trigger on Inventory Level is set to Zero, Safety Stock, or Reorder Point.
3. Enable Trigger on End Inventory.
4. With this flag enabled, the calculation evaluates the inventory level at the end of the calculation period, not the lowest point reached during it. An item is only included if its ending inventory is below the trigger level.
5. Save and run the calculation. Items that temporarily fall below the trigger level but recover by the end date are excluded from the results.

Note: Disable this flag (the default) when you want to catch all shortages during the period regardless of recovery — for example, when planning to avoid any stockout even if inventory recovers afterwards.

As a Purchasing Planner
I want to exclude items from the Simple MRP results unless they have at least one actual demand order — such as a sales order or production component — driving the shortage
So that the journal only shows items where a real customer or production need exists, and items that are below safety stock but have no open demand are excluded

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template.
2. Enable Include Only Items with Demand Orders.
3. With this flag enabled, an item is only included in the results if at least one actual demand order (sales order, production component, service order, etc.) contributes to the inventory shortfall. Items below the trigger level solely because of safety stock or reorder point settings — but with no open demand — are excluded.
4. Save. This is the recommended setting for day-to-day operational planning where action is driven by confirmed customer or production demand.

Note: This flag works alongside Trigger on Actual Demand Orders but has a different effect. Include Only Items with Demand Orders filters which items appear in the journal. Trigger on Actual Demand Orders controls whether forecast and planning lines count toward the trigger calculation. Both can be enabled simultaneously.

As a Purchasing Planner or Production Planner
I want to set the planning horizon per item based on its own lead time rather than a single fixed end date
So that items with short lead times only show demand within their reorder window, while items with long lead times show a longer horizon — keeping the journal focused on what actually needs ordering now

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template.
2. Set Calculation Period to one of three options:
   • End Date: the calculation includes all demands from the start date up to the Default End Date. All items use the same fixed horizon.
   • Lead Time: the calculation includes demands within each item's own lead time (from the item or SKU card). Items with a 5-day lead time get a 5-day horizon; items with a 60-day lead time get a 60-day horizon.
   • Rolled Up Lead Time: the calculation uses each item's rolled-up lead time — the cumulative lead time through the full BOM including all components. This is the most accurate option for produced items and requires Calculate Rolled Up Lead Time to have been run first.
3. Save. When Lead Time or Rolled Up Lead Time is selected, the Default End Date field is disabled — the horizon is determined per item at runtime.

Note: Use End Date for purchase planning with a fixed ordering window. Use Lead Time for operational replenishment where each item's urgency differs. Use Rolled Up Lead Time for production planning where the full BOM procurement time must be considered.

As a Logistics Planner
I want to restrict the Simple MRP calculation to items that have a Stockkeeping Unit card, and control whether the runtime location filter or the template's Item Filter Template takes priority
So that only items with defined planning parameters at the SKU level are included, and I can flexibly override the default location scope when running the calculation for a specific warehouse

Setup:

1. Open Planning Templates from the Simple MRP journal and open the relevant template.
2. Enable Only use Stockkeeping Units to restrict the calculation to item/location/variant combinations that have an SKU card. Items without a matching SKU card are excluded even if they match the item filter.
3. Set User Location has Priority:
   • Enabled (default): when a location filter is entered on the request page at runtime, it overrides any location defined in the Item Filter Template. Use this when planners need to run the same template for different warehouses without changing the template.
   • Disabled: the location defined in the Item Filter Template always applies, and the runtime location filter is ignored. Use this to lock a template to a specific location.
4. Set User Item Filter has Priority:
   • Enabled: item filters entered on the request page at runtime override the Item Filter Template. Use this when planners occasionally need to narrow the scope of a calculation ad hoc.
   • Disabled (default): the Item Filter Template always applies regardless of runtime input.
5. Save.