Release Date: 2. September 2026
Release Summary
This release adds a configurable sort order and Purchase Order Management actions to Move Demand Dates, several accuracy and usability improvements to the Move Demand Dates worksheet, and a number of smaller fixes.
New Feature
Purchase Order Management actions on the Reverse Planning worksheet
When the Purchase Order Management app is enabled, the Reverse Planning worksheet now offers actions to handle a journal or a single line directly — with or without sending an email — instead of only being able to create purchase quotes.
Why it matters: Users of Purchase Order Management can act on planning suggestions without leaving the worksheet.
New Move Demand Date Sort Order setting
A new setting, Move Demand Date Sort Order, has been added to Reverse Planning Setup. It controls the priority order used when Move Demand Dates evaluates which demand orders to process first: Shipment Date (default, earliest shipment date first — matching prior behavior) or Document No. (lowest document number first, regardless of shipment date). If an order can't be fulfilled by available supply, it's marked "Replenishment Item" and the next order in line is moved instead. The change takes effect on the next run, with no extra setup.
Why it matters: Lets you choose the priority logic that best matches how your planners actually work.
Improvements
Corrected caption for Past Planning Policy "No Action"
The "No Action" option for Past Planning Policy displayed a stray quotation mark. It now reads "No Action" everywhere it appears, including in Reverse Planning - Suggest Quantity to Order.
Why it matters: Cleaner, correct labeling in the UI.
Quantity now shown for Sales Order lines in Move Demand Dates
Quantity (Base) and Remaining Quantity (Base) are now populated for Sales Order lines in the Move Demand Dates worksheet, matching how they already worked for Production Order Component and Assembly Component lines.
Why it matters: Planners can now see the actual demand quantity for each sales order line when deciding which orders to push.
"View Supply Changes" now works from any line
The "View Supply Changes" action on the Move Demand Dates worksheet previously only worked from Production Order lines, showing "No supply changes found" for any other line type. It now opens the Supply Changes list from any line — Sales Order, Transfer Order, Assembly Order, or Prod. Order Component — filtered to that line, and opens even when empty so you can adjust the filter.
Why it matters: Consistent access to supply change details regardless of line type.
New "No. of Supply Changes" indicator
A new read-only field, "No. of Supply Changes," has been added to the Move Demand Dates worksheet, just below the Journal Batch Name. It shows the total number of supply change lines for the current batch and updates automatically when you switch batches; clicking it opens the Supply Changes list filtered to that batch.
Why it matters: Planners can see at a glance whether supply changes exist, without opening a separate page to check.
Standard planning templates now end on the last day of the month
Several standard planning templates used an end-date formula that could land mid-month instead of on the last day of the target month. They now use a corrected formula that always resolves to month-end. New installations get this automatically; existing templates are left untouched so your own adjustments aren't overwritten — update the Calculation End Date Formula field manually if you want the fix on an existing template.
Why it matters: Calculation periods on the standard templates now match their intended month-end boundary.
Bug Fixes
Assembly Order lines now show the correct source type
Assembly Order lines in Move Demand Dates incorrectly showed Source Type as "Inventory" instead of "Assembly Order". This has been corrected.
Why it matters: The worksheet now correctly identifies the source of assembly-related demand, avoiding confusion during review.
Redesign
Clearer labels for the sales order date used when moving orders
The field controlling which sales order date is used when moving orders has been renamed to "Sales Order Date" for clarity, and its options have been reworded to describe their fallback behavior more precisely. The fallback logic itself was also fixed: when using the option that prefers Promised Delivery Date, a blank Promised Delivery Date now falls back to Shipment Date instead of the line being skipped entirely.
Why it matters: Clearer wording reduces setup confusion, and orders with a blank Promised Delivery Date are no longer silently excluded from Move Demand Dates.
Supply change lookups now stay within the current batch
Move Demand Dates could previously pick up supply change lines from other journal batches or journal types during its calculation. It now strictly filters to the current Journal Type and Journal Batch Name.
Why it matters: Calculation results are no longer affected by unrelated data from other batches.
Recalculation now only clears the lines you're recalculating
Running Move Demand Dates with an item, location, or variant filter previously deleted all existing lines in the journal before inserting new ones — including lines outside the filter. It now only deletes and recalculates the lines that match the applied filter; running without a filter still recalculates everything, as before.
Why it matters: Recalculating a subset of items no longer wipes out unrelated planning lines.
"Use Reverse Planning" now set automatically for Move Demand Dates lines
When a line is inserted with Planning Feature set to Move Demand Dates, "Use Reverse Planning" is now automatically set to Yes and can't be turned off for that line.
Why it matters: Move Demand Dates lines are always included in the calculation, with no manual setup step to forget.