Overview
Reverse Planning - Simple MRP Planning is a worksheet for calculating and managing material requirements using a simplified MRP approach. This worksheet analyzes current inventory levels, demand, and supply to generate replenishment suggestions without the full complexity of standard MRP. It provides planning managers with an intuitive interface to identify critical items, calculate optimal order quantities, and carry out replenishment actions.
When is this page used?
Use this worksheet when you need to perform quick material requirements planning for items where full MRP complexity isn't necessary. It's ideal for straightforward replenishment scenarios, managing critical inventory levels, and creating purchase orders, production orders, or transfer orders based on configurable planning templates.
Who are typical users?
Planning managers, inventory managers, and supply chain coordinators responsible for maintaining optimal inventory levels and ensuring material availability.
Understanding Simple MRP Planning vs. Standard MRP
Simple MRP Planning (Material Requirements Planning) is a streamlined planning tool designed for quick and easy replenishment. It helps you identify when and how much inventory to order based on
- Current stock levels
- Existing demand (sales orders, forecasts)
- Existing supply (purchase and production orders)
Unlike standard MRP, which can generate multiple lines for the same item (including quantity changes, rescheduling, and cancellations), Simple MRP Planning simplifies the process:
- One line per item – Even if there are multiple orders for the same item, demands are accumulated to the earliest demand date
- This approach makes planning easier and faster while still allowing flexibility.
Accessing the Page
The Reverse Planning - Simple MRP Planning page can be accessed through
- Via App Cockpit: From the Reverse Planning cockpit (search for "Reverse Planning" in Business Central), click the Simple MRP Planning tile in the Activities section. The cockpit serves as the central navigation hub for all Reverse Planning activities
- Search functionality: Type "Reverse Planning - Simple MRP Planning" in the search bar
Functions in the Simple MRP Planning
Analyzes inventory positions and generates planning lines for items needing replenishment. The function evaluates current stock levels against demand, supply, and reorder parameters using configurable templates. Results appear as new lines in the journal showing which items to order, how much, and when. Run this at the start of each planning session to refresh your replenishment recommendations.
Opens a visual chart displaying projected inventory levels over time for the selected item. The graph shows how demand consumes inventory, how supply replenishes it, and when shortages are expected to occur. Use this to verify that suggested orders will prevent stockouts and to understand the timing and impact of inventory movements at a glance.
Recalculates the order quantity for planning lines using different inventory targets. You can adjust quantities to reach zero (eliminate shortages), safety stock (maintain buffers), reorder point plus reorder quantity (standard replenishment), or maximum inventory (fill to capacity). The function applies order modifiers and rounding rules automatically, making it easy to try different ordering strategies without manual calculation.
Set Action Message and Carry Out Actions
Set Action Message batch-updates the "Accept Action Message" checkbox on multiple lines, letting you quickly include or exclude planning lines from execution.
Carry Out Actions transfers all accepted planning lines to the Reverse Planning Worksheet where they become requisition lines ready to be converted into purchase orders, production orders, or transfer orders. This two-step process gives you control over which suggestions to implement before creating actual replenishment documents.
Calculate Simple MRP
This action runs the core planning calculation and creates lines based on your current supply and demand. When you click it, a Request Page opens, allowing you to adjust key options before the calculation runs.
Setup Options
The report shows a subset of the most important options to keep things simple and user-friendly. These options can be set manually each time — or you can use a Planning Template to apply predefined settings
- Choose a predefined template
- Click the lookup bottom and choose a template
When you select a template, its setup is automatically copied into your Planning User Setup — a personalized configuration for your user
- This allows different users to run the Simple MRP with different settings, tailored to their role or responsibilities.
The setup copied to Planning User Setup is then inherited to the Request Page
- The report mirrors the settings from your Planning User Setup.
- Any changes you make in the report will update your Planning User Setup — and vice versa.
- Note: Changes made here do not affect the Planning Templates themselves. Templates remain unchanged and can be reused or reassigned as needed.
Once you’ve specified the required options — either by selecting a Planning Template or adjusting your Planning User Setup — click OK to start the calculation.
The system will then:
- Run the Simple MRP logic based on your chosen settings.
- Insert the calculated planning lines into the Simple MRP Journal, ready for review and action.
Graphical Inventory Profile
The Graphical Inventory Profile displays a visual timeline of inventory movements for any item in the Simple MRP Journal. Click the action (or press Shift+Ctrl+G) on a planning line to open a chart showing supply, demand, and projected inventory levels over time.
Setup Inheritance: When launched from Simple MRP, the system automatically detects if calculation settings differ between features. If so, it prompts to inherit the Simple MRP parameters (date range, location filters, forecast inclusion, etc.). This ensures the visual chart reflects the exact same data and timeframe used for your planning calculations, maintaining consistency without manual reconfiguration.
The Request Page for the Graphical Inventory Profile will open with the same setup as the Simple MRP to match the output shown in the Graphical Inventory Profile
Clicking OK will show the Graphical Inventory Profile for the selected line
Suggest Quantity to Order
The Suggest Qty. Setup determines the logic for automatically calculating order quantities based on your inventory policies. When you run "Suggest Quantity to Order" from the planning worksheet, the system uses these settings to
- Determine the starting inventory level (Calculate From)
- Determine the target inventory level (Calculate To)
- Calculate the difference to determine order quantity
- Apply order modifiers (minimums, multiples, etc.)
- Set appropriate order and supply dates based on triggers
This automation ensures consistent ordering practices while respecting item-specific constraints like minimum order quantities and order multiples.
- Open the Suggest Qty. to Order report from the Simple MRP Journal.
- Set the required parameters (e.g., reorder point, safety stock, lead time).
- Click OK to apply the calculation.
- The fields Quantity to Order, Order Date, and Supply Date in the Simple MRP Journal will be automatically filled.
- These values reflect the system’s recommendation for replenishment based on:
- Current inventory
- Demand situation
- Your setup parameters
This function helps you quickly calculate optimal quantities without manual effort, ensuring you maintain stock levels efficiently.
Set Action Message and Carry out Actions
Once the calculation has inserted lines into the Simple MRP Journal, you can transfer them to the Reverse Planning Worksheet to create actual supply orders.
- Mark Accepted Lines
Only lines with the Accept Action Message field checked will be considered when you use Carry Out Action Message.- Use the Set Action Message function to quickly set or remove this mark for multiple lines.
- Verify Required Fields
Before carrying out actions, make sure these fields are correctly set based on the supply order type: - Replenishment System (Purchase, Production, Transfer)
- Vendor No. (for purchase orders)
- Transfer-from Code (for transfer orders)
- Carry Out Actions
Click Carry Out Action Message to move the marked lines to the Reverse Planning Worksheet.- This worksheet is based on the standard Requisition Line table but uses a Reverse Planning interface for a simplified experience.
From here, you can create purchase orders, production orders, or transfer orders using standard Business Central functionality.
- This worksheet is based on the standard Requisition Line table but uses a Reverse Planning interface for a simplified experience.
- After you confirm the carry-out process, the system will ask:
“Do you want to open the Reverse Planning Worksheet?” - Click Yes to immediately open the worksheet and review the transferred lines.
- From the worksheet, you can create the actual orders using standard Business Central functionality.
Page Components
This section describes in details what each function and field on the page does
Actions
Processing Actions
| Action | What it does | When to use | Prerequisites |
|---|---|---|---|
| Calculate Simple MRP | Executes the Simple MRP calculation engine to analyze inventory, demand, and supply across selected items. Generates planning suggestions based on configured templates including item filters, quantity calculation methods, and inventory triggers. |
Run this when you need to refresh planning data or initiate a new planning cycle. Use after changes to demand, supply, or inventory levels that require replanning. |
Journal Batch Name must be configured in setup. Default location and planning templates should be configured in Item Availability Setup. |
| Graphical Inventory Profile | Opens a visual chart displaying inventory movements over time, showing projected inventory levels, demand events, and supply events in a timeline format. | Use when you need to visualize how inventory will evolve over the planning period, identify potential stockouts visually, or communicate planning scenarios to stakeholders. | Requires Graphical Inventory Profile app to be enabled. At least one line must be selected. |
| Suggest Quantity to Order | Calculates the optimal quantity to order for selected lines based on configured calculation templates (e.g., fill to safety stock, reorder point plus reorder quantity, or maximum inventory levels). | Use when you want to automatically calculate or recalculate order quantities based on predefined business rules rather than manual entry. | One or more planning lines must be selected. Suggest Quantity Templates must be configured. |
| Set Action Message | Batch updates the Accept Action Message field on multiple lines simultaneously, allowing you to include or exclude lines from the carry-out process. | Use when you need to quickly approve or reject multiple planning suggestions, or when filtering which actions should be executed in the Reverse Planning Worksheet. | One or more lines must be selected. |
| Carry Out Actions | Creates planning lines in the Reverse Planning Worksheet based on lines where Accept Action Message is enabled. This transfers approved suggestions to the worksheet where they can be converted into actual orders. |
Use after reviewing and accepting planning suggestions to move them forward in the planning process. This is typically the final step before creating purchase orders, production orders, or transfer orders. |
At least one line must have Accept Action Message enabled. Lines must have valid order dates and quantities. |
| Calculate Rolled up Lead Time | Calculates the cumulative lead time for items by traversing their production or assembly structure, rolling up lead times from all underlying components and operations. | Use when you need to understand total manufacturing lead times for production items or when lead time data needs updating after BOM or routing changes. | Item must have an Assembly BOM, Production BOM, and/or Routing defined. |
| Convert to Forecast | Converts selected Simple MRP journal lines into forecast entries, transferring demand planning to the Flexible Forecast system. | Use when planning suggestions should be converted into formal demand forecasts for longer-term planning horizons. | Flexible Forecast app must be enabled. Lines must have Quantity to Order filled in. |
Navigation Actions
| Action | What it does | When to use | Prerequisites |
|---|---|---|---|
| Stockkeeping Unit | Opens the Stockkeeping Unit card for the item/location/variant combination on the current line. | Use when you need to view or edit location-specific planning parameters like reorder point, safety stock, or replenishment system for the selected line. | A Stockkeeping Unit must exist for the selected item/location/variant combination. |
| Show Rolled up Lead times | Opens a page displaying calculated rolled-up lead times for items with complex production or assembly structures. | Use to review previously calculated lead times or analyze lead time components across the BOM structure. | Lead times must have been previously calculated using the Calculate Rolled up Lead Time action. |
| Open Reverse Planning Worksheet | Opens the Reverse Planning Worksheet where carried-out actions appear as planning lines ready to be converted into orders. | Use after carrying out actions to review, adjust, or execute planning lines in the worksheet. | Quick Journal Setup must be configured with a default worksheet template and batch. |
| Planning Templates | Opens the Reverse Planning Templates page filtered to show only Simple MRP templates. | Use to review, modify, or create planning templates that control how Simple MRP calculations are performed. | None – templates can be viewed at any time. |
| Sales Order Handling | Opens the Sales Order Handling journal for managing the movement and processing of sales orders within the planning system. | Use when you need to review or adjust how sales orders are being handled in the planning process, including order movements and dimension reclassification. | None – opens the Sales Order Handling page. |
Item Availability by Actions
| Action | What it does | When to use | Prerequisites |
|---|---|---|---|
| Event | Shows the projected quantity of the item over time according to supply and demand events, displaying each transaction individually. | Use when you need detailed visibility into every supply and demand transaction affecting inventory levels. | At least one line must be selected. |
| Period | Displays item availability aggregated by time periods (day, week, month, quarter, year) showing how inventory will develop. | Use for period-based planning analysis or when you need to see inventory trends across broader timeframes. | At least one line must be selected. |
| Variant | Shows item availability broken down by item variants, displaying inventory and planning data separately for each variant. | Use when planning items with multiple variants (colors, sizes, configurations) and you need variant-specific availability data. | At least one line must be selected. Item must have variants defined. |
| Location | Displays item availability broken down by location, showing actual and projected quantities at each warehouse or site. | Use when managing multi-location inventory and you need to see availability across different warehouses. | At least one line must be selected. |
| BOM Level | Shows availability figures for items on bills of materials, indicating how many parent items can be made based on component availability. | Use when planning production items to understand constraints based on component availability. | At least one line must be selected. Item must have a BOM defined. |
| Lot | Displays current and projected quantity of the item broken down by lot numbers, useful for lot-tracked items. | Use when planning lot-tracked items or when lot-specific availability analysis is needed. | At least one line must be selected. Item must use lot tracking. |
| Unit of Measure | Shows item availability by different units of measure (e.g., pieces, boxes, pallets). | Use when analyzing availability in different units of measure or when planning involves multiple UOM conversions. | At least one line must be selected. |
Fields
Item Identification & Description
This section identifies which item, location, and variant combination is being planned.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Item No. | The unique identifier for the item being planned. Drill down opens the Item Card for detailed item information. | 1000, CHAIR-RED, SKU-12345 | Read-only in the worksheet. Populated by Calculate Simple MRP action. Drill down available to view full item details. |
| Variant Code | Specifies the item variant (color, size, configuration) if the item has multiple variants. | RED, LARGE, EU-VERSION | Hidden by default. Show via personalization when planning items with variants. |
| Description | The text description of the item from the Item Card. | "Office Chair - Ergonomic", "Steel Bolt M8x40" | Read-only, automatically filled from Item master data. |
| Location Code | The warehouse or site location where this planning calculation applies. Drill down opens the Location Card. | MAIN, WAREHOUSE-01, STORE-EAST | Read-only in worksheet. Each item/location combination appears as a separate line. Drill down available for location details. |
Order Quantities & Dates
These fields control the replenishment order that will be created when the action is carried out.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Quantity to Order (Base) | The quantity to order in base unit of measure. This is the main field planners edit to specify how much to replenish. | 100, 500.5, 1000 | Editable. Can be calculated automatically using Suggest Quantity to Order action. Must be greater than zero to carry out action. Expressed in base UOM. |
| Order date | The date when the replenishment order should be placed or created. | 2025-01-15, 2025-02-01 | Editable. Used to schedule when the order is initiated. Can be calculated based on lead time and supply date. |
| Supply date | The date when the ordered material is expected to arrive or become available. | 2025-01-22, 2025-02-15 | Editable. Calculated based on Order date plus Lead Time Calculation. This is when inventory will increase. |
Planning Calculation Fields
These fields control how quantities and dates are calculated and provide guidance to planners.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Direction | Indicates whether planning should calculate forward (from order date to supply date using lead time) or backward (from required date back to order date). | Forward, Backward | Hidden by default. Read-only. Determined by planning template calculation type. Forward = add lead time to order date. Backward = subtract lead time from supply date. |
| Replenishment System | Specifies how the item will be replenished: Purchase (buy from vendor), Prod. Order (manufacture internally), Transfer (move from another location), or Assembly (assemble from components). | Purchase, Prod. Order, Transfer, Assembly | Editable. Inherited from Item Card or Stockkeeping Unit. Determines what type of order will be created when carrying out actions. |
| Vendor No. | The vendor to purchase from when Replenishment System is Purchase. | V-10000, ACME-CORP | Editable. Inherited from Item Card but can be overridden. Used when creating purchase orders from planning lines. |
| Transfer-from Code | The source location to transfer from when Replenishment System is Transfer. | WAREHOUSE, CENTRAL-DC | Editable. Required when Replenishment System is Transfer. Specifies where inventory will be transferred from. |
| Keep Line After Carry Out | When enabled, the planning line remains in the journal after carrying out actions instead of being deleted. | ☑ or ☐ | Editable checkbox. Enable to preserve lines for reference or repeated use. Disabled by default (lines are deleted after carry-out). |
| Action Message | A categorization label for grouping and filtering planning suggestions. | Critical Items, Replenish Items, Move Order Dates | Read-only. Set automatically by planning templates based on trigger conditions. Used for filtering and reporting. |
| Accept Action Message | When enabled, this line will be included when Carry Out Actions is executed. Unchecked lines are skipped. | ☑ or ☐ | Editable checkbox. Enable to approve the planning suggestion. Use Set Action Message action to batch update multiple lines. |
| Hint | Provides contextual information or warnings about the planning suggestion. | "Below safety stock", "Vendor on hold", "Long lead time" | Read-only. Automatically populated with helpful planning information. May indicate issues requiring attention. |
| Entries before Start date | Indicates whether there are supply or demand transactions before the planning start date that might affect calculations. | ☑ or ☐ | Read-only indicator. Alerts planner that historical data exists that may impact current planning. |
Inventory Analysis Fields
These fields provide visibility into inventory projections and help identify when inventory levels fall below targets.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Inventory | Current on-hand inventory quantity. Drill down shows detailed inventory ledger entries. | 250, 1500.5, 0 | Read-only. Drill down available to see inventory transactions. Real-time quantity from inventory ledger. |
| End Inventory | Projected inventory at the end of the planning period after all planned supply and demand. | 150, -50, 300 | Read-only. Calculated value showing final inventory position. Negative values indicate projected stockout. |
| Lowest Inventory | The lowest inventory level projected to occur at any point during the planning period. | 10, -25, 0 | Read-only. Critical for identifying potential stockouts. If negative, indicates inventory will run out. |
| Lowest Inv. after Forecast | The lowest inventory level after considering forecast demand but before planning suggestions. | 5, -40, 50 | Read-only. Shows inventory position after forecast consumption. Helps assess forecast impact. |
| Lowest Inv. after Planning | The lowest inventory level after all planning suggestions are applied. | 100, 20, 150 | Read-only. Demonstrates effect of planning suggestions on inventory levels. Should be above safety stock. |
| First date below zero | The first date when inventory is projected to fall below zero (stockout date). | 2025-01-18, (blank) | Read-only. Blank if inventory never goes negative. Critical planning alert - indicates urgent replenishment need. |
| First date below Safety Stock | The first date when inventory falls below the defined safety stock level. | 2025-01-25, (blank) | Read-only. Blank if inventory stays above safety stock. Triggers safety stock replenishment planning. |
| First date below Reorder Point | The first date when inventory falls below the reorder point threshold. | 2025-02-01, (blank) | Read-only. Blank if inventory stays above reorder point. Triggers reorder point planning logic. |
Demand & Supply Quantities
These fields break down where demand comes from and what supply is available, with drill-down capability for detailed analysis.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Qty. on Sales Order | Quantity committed to sales orders. Drill down shows specific sales order lines. | 150, 500, 0 | Read-only. Drill down to see individual sales orders. Represents customer demand. |
| Qty. on Component Lines | Quantity required as components for production orders. Drill down shows production order component lines. | 75, 200, 0 | Read-only. Drill down to see which production orders need this item. Represents internal manufacturing demand. |
| Qty. on Purch. Order | Quantity on open purchase orders expected to be received. Drill down shows purchase order lines. | 200, 1000, 0 | Read-only. Drill down to see purchase orders. Represents incoming supply from vendors. |
| Qty. on Purchase Quote | Quantity on purchase quotes (not yet ordered). | 100, 0, 0 | Read-only. Shows potential future supply not yet committed. |
| Qty. on Prod. Order | Quantity on production orders expected to be manufactured. Drill down shows production order lines. | 300, 150, 0 | Read-only. Drill down to see production orders. Represents supply from internal manufacturing. |
| Planning Line Qty. | Quantity on existing planning worksheet lines from previous planning cycles. | 50, 100, 0 | Read-only. Shows quantities already planned but not yet converted to orders. |
| Planning Qty. | Total planned quantity including both existing planning lines and current suggestions. Drill down shows details. | 250, 150, 0 | Read-only. Drill down for breakdown. Aggregates all planned replenishment. |
Planning Parameters
These fields display item-level planning parameters that influence how quantities and dates are calculated.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Safety Stock | The buffer stock level maintained to protect against demand variability and supply delays. | 50, 100, 0 | Read-only. Inherited from Item Card or Stockkeeping Unit. Planning tries to keep inventory above this level. |
| Reorder Point | The inventory level that triggers replenishment. When inventory reaches this point, an order is suggested. | 100, 250, 0 | Read-only. Inherited from Item Card or Stockkeeping Unit. Used in reorder point planning methods. |
| Reorder Quantity | The standard quantity to order when inventory reaches the reorder point. | 500, 1000, 250 | Read-only. Inherited from Item Card or Stockkeeping Unit. Default order quantity in reorder point systems. |
| Maximum Inventory | The target maximum inventory level. Planning suggests orders to bring inventory up to this level. | 800, 1500, 0 | Read-only. Inherited from Item Card or Stockkeeping Unit. Used in maximum quantity planning policies. |
| Lead Time Calculation | The time required from ordering to receipt. Format: number + unit (D=days, W=weeks, M=months, Y=years). | 5D, 2W, 1M | Read-only. Inherited from Item/Vendor/SKU. Used to calculate order and supply dates. Format examples: 7D (7 days), 2W (2 weeks). |
Factboxes
The Reverse Planning - Simple MRP Planning page displays several factboxes on the right side that provide real-time data and context for the selected planning line.
Demands (SCB RPL Item Demands FactBox)
Shows detailed breakdown of all demand sources consuming inventory for the selected item/location/variant combination. All quantity fields support drill-down to view the underlying documents.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Qty. on Sales Order | Quantity allocated to open sales orders. | 150, 500.5 | Drill-down shows specific sales order lines. Outstanding customer commitments. |
| Qty. on Sales Quote | Quantity on sales quotes (not yet confirmed orders). | 100, 250 | Drill-down shows sales quote lines. Potential future demand. |
| Qty. on Sales Blanket Order | Quantity on blanket sales orders (framework orders). | 500, 1000 | Drill-down shows blanket order lines. Long-term customer agreements. |
| Qty. on Component Lines | Quantity required as components for production orders. | 75, 200 | Drill-down shows production order component lines. Internal manufacturing demand. |
| Qty. on Asm. Component | Quantity required as components for assembly orders. | 50, 125 | Drill-down shows assembly order component lines. Assembly demand. |
| Qty. on Transfer Shipment | Quantity allocated for outbound transfers to other locations. | 200, 300 | Drill-down shows transfer order lines. Inter-location movements (outbound). |
| Qty. on Service Order | Quantity allocated to service orders. | 25, 50 | Drill-down shows service order lines. Service and repair demand. |
| Qty. on Project Order | Quantity allocated to project planning lines (jobs). | 100, 250 | Drill-down shows job planning lines. Project-based demand. |
| Qty. on Planning Components | Quantity derived from planning worksheet component requirements. | 150, 300 | Drill-downPurpose: Provides comprehensive visibility into all sources of demand consuming inventory. Helps planners understand what's driving the need for replenishment and prioritize based on demand types. shows planning components. Future component needs from planning. |
Purpose: Provides comprehensive visibility into all sources of demand consuming inventory. Helps planners understand what's driving the need for replenishment and prioritize based on demand types.
Supplies (SCB RPL Item Supplies FactBox)
Shows detailed breakdown of all supply sources adding to inventory for the selected item/location/variant combination. All quantity fields support drill-down to view the underlying documents.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Inventory | Current on-hand inventory quantity. | 250, 1500.5, 0 | Drill-down shows inventory ledger entries. Real-time available stock. |
| Qty. on Purch. Order | Quantity on open purchase orders expected to be received. | 200, 1000 | Drill-down shows purchase order lines. Incoming supply from vendors. |
| Qty. on Purch. Quote | Quantity on purchase quotes (not yet ordered). | 100, 500 | Drill-down shows purchase quote lines. Potential future supply. |
| Qty. on Prod. Order | Quantity on production orders expected to be manufactured. | 300, 750 | Drill-down shows production order lines. Internal manufacturing supply. |
| Qty. on Assembly Order | Quantity on assembly orders expected to be assembled. | 150, 400 | Drill-down shows assembly order headers. Assembly supply. |
| Qty. on Transfer Receipt | Quantity expected to be received from transfers from other locations. | 200, 500 | Drill-down shows transfer order lines. Inter-location movements (inbound). |
| Qty. on Planning Lines | Quantity on planning worksheet lines (not yet converted to orders). | 250, 600 | Planned future supply from planning worksheet. |
Purpose: Provides comprehensive visibility into all sources of incoming supply. Helps planners assess whether additional replenishment is needed or if sufficient supply is already planned/ordered.
Calculated Inventory (SCB RPL Calc Inventory FactBox)
Displays key inventory projections and calculations specific to the selected planning line. These values show how inventory is expected to evolve over the planning period.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| End Inventory | Projected inventory at the end of the planning period after all planned supply and demand. | 150, -50, 300 | Negative values indicate projected stockout at period end. Target for planning calculations. |
| Lowest Inventory | The lowest inventory level projected to occur at any point during the planning period. | 10, -25, 0 | Critical metric – if negative, indicates inventory will run out during the period. |
| Lowest Inv. after Planning | The lowest inventory level after all current planning suggestions are applied. | 100, 20, 150 | Shows improvement from planning suggestions. Should be above safety stock. |
| Lowest Inv. after Forecast | The lowest inventory level after considering forecast demand but before planning suggestions. | 5, -40, 50 | Shows inventory position after forecast consumption. Helps assess forecast impact. |
Purpose: Displays critical inventory projections that help planners understand inventory evolution throughout the planning period and the impact of planning suggestions.
Planning Parameters - Item Card (SCB RPL Item Planning FactBox)
Displays item-level planning parameters from the Item Card. This factbox is visible when NO Stockkeeping Unit exists for the item/location/variant combination.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Item No. | The item number for the factbox. | 1000, CHAIR-RED | Hidden by default. Identifies which item's parameters are shown. |
| Single Level Lead Time Calculation | The direct lead time for replenishing this item (not including BOM components). | 5D, 2W, 1M | Date formula format. Time from order to receipt. Does not include component lead times. |
| Rolled up Lead Time Calculation | The cumulative lead time including all underlying components and operations (for production items). | 15D, 4W, 2M | Total manufacturing lead time through the entire BOM structure. Calculated via Calculate Rolled up Lead Time action. |
| Safety Stock Quantity | The buffer stock quantity maintained to protect against demand variability. | 100, 250 | Planning tries to keep inventory above this level. Buffer against uncertainty. |
| Safety Lead Time | Additional time buffer added to lead time as safety margin. | 3D, 1W | Date formula added to lead time calculations. Extra time cushion. |
| Reorder Point | Inventory threshold that triggers replenishment. | 250, 500 | When inventory reaches this level, order is suggested. Used in reorder point planning. |
| Maximum Inventory | Target maximum inventory level. | 1000, 2000 | Upper limit for inventory. Used in maximum quantity planning policies. |
| Minimum Order Quantity | Smallest allowable order quantity. | 50, 100 | Orders must be at least this quantity. Enforced by order modifiers. |
| Maximum Order Quantity | Largest allowable order quantity. | 5000, 10000 | Orders cannot exceed this quantity. Enforced by order modifiers. |
| Order Multiple | Quantity increment for orders (e.g., pallet quantities). | 50, 100, 25 | Orders must be in multiples of this value. Example: 50 means orders of 50, 100, 150, etc. |
Purpose: Shows item-level planning parameters that control planning behavior. Visible when parameters come from the Item Card (no SKU exists).
Planning Parameters - SKU Card (SCB RPL SKU Planning FactBox)
Displays location-specific planning parameters from the Stockkeeping Unit Card. This factbox is visible when a Stockkeeping Unit EXISTS for the item/location/variant combination.
| Field | Purpose | Example | Key Information |
|---|---|---|---|
| Item No. | The item number for the factbox. | 1000, CHAIR-RED | Hidden by default. Identifies which item's SKU parameters are shown. |
| Single Level Lead Time Calculation | The location-specific direct lead time for replenishing this item. | 5D, 2W, 1M | Date formula format. Can differ by location. Time from order to receipt at this location. |
| Rolled up Lead Time Calculation | The location-specific cumulative lead time including all components and operations. | 15D, 4W, 2M | Total manufacturing lead time at this location. Calculated via Calculate Rolled up Lead Time action. |
| Safety Stock Quantity | Location-specific buffer stock quantity. | 75, 150 | Planning tries to keep inventory above this level at this location. Can differ from item-level setting. |
| Safety Lead Time | Location-specific additional time buffer. | 3D, 1W | Date formula added to lead time calculations at this location. |
| Reorder Point | Location-specific inventory threshold that triggers replenishment. | 200, 400 | When inventory at this location reaches this level, order is suggested. |
| Maximum Inventory | Location-specific target maximum inventory level. | 800, 1500 | Upper limit for inventory at this location. |
| Minimum Order Quantity | Location-specific smallest allowable order quantity. | 50, 100 | Orders to this location must be at least this quantity. |
| Maximum Order Quantity | Location-specific largest allowable order quantity. | 3000, 5000 | Orders to this location cannot exceed this quantity. |
| Order Multiple | Location-specific quantity increment for orders. | 50, 100, 25 | Orders to this location must be in multiples of this value. |
Purpose: Shows location-specific planning parameters that override item-level settings. Visible when a Stockkeeping Unit exists, enabling location-tailored planning.