Requisition Worksheet - how do we get it to work...?

kahala

Hi,
I'm not quite sure how to describe the issue but I'll give it a try - any input to it is much appreciated!

We've been looking at the requisition worksheet and we're trying to find the system in this. We've got two sales orders in our test system and no matter what we change on the item card the system only suggest exactly the amount from the two sales orders. ](*,)
We've searched Mibuso and we've even read the manual!! (Trade, Chapter 6) But it's almost as if it has been disabled somewhere. Is there anywhere in Navision where you can enable/disable this? We been trying many different items and a lot of different combinations on the planning tab on the item card but it doesn't change a thing, so we're a bit lost... :^o

As I wrote any input is much appreciated!!
:thumbsup:
Thank you in advance

Savatage

Did you try Selecting "Calculate Plan" from the req. worksheet?

From Help

You can use requisition worksheets when you plan for items that are either purchased or transferred from another location. You open a requisition worksheet by clicking Main Menu, Purchases & Payables, Requisition Worksheets.

You can enter items in the requisition worksheet in several ways:

You can enter each item manually and fill in the accompanying fields.

You can click Functions, Calculate Plan - Req. Wksh.. This batch job calculates a replenishment plan for items and stockkeeping units, which have the requisition system set to either Purchase or Transfer.

You can click Functions, Drop Shipment to fill in the requisition worksheet lines. This function uses the Get Sales Orders batch job to determine the sales order lines that you want to designate for a drop shipment.

You can click Functions, Special Order to fill in the requisition worksheet lines. This function uses the Get Sales Orders batch job to determine the sales order lines that you want to designate for a special order.

You can copy the purchase order and transfer order proposals from the planning worksheet to the requisition worksheet by running the Carry Out Action Msg. - Plan. batch job. Afterwards, you can process them further. This would be applicable, for example, if one user is responsible for planning replenishment orders from the planning worksheet and another user is responsible for planning replenishment orders from the requisition worksheet.

When you have approved a requisition line for purchase or transfer, you can use the Carry Out Action Msg. - Req. batch job to convert the line to a purchase order or transfer order line. This would be applicable, for example, for a user who is planning replenishment orders from the requisition worksheet. You can do this by clicking Functions, Carry Out Action Message.

kahala

Thanks for the input and yes we've tried the calculate plan. The whole issue is that no matter what which combinations we set up on the item card it comes up with the same when we choose calculate plan.
However - we found out that there's a requirement to use either SKU's or manufacturing. Otherwise it will just look at inventory and sales orders.

So problem "solved".

AdamRoue

Not sure what you are changing, and you do not define the demand-supply balance or what it is you want to achieve, but it is possible You do not need to use manufacturing or SKU's. You can plan perfectly well without either, but to do this you do need to open the manufacturing setup file and set the field "Components at Location" to your main warehouse. NOTHING to do with manufacturing, it just tells NAV the base warehouse to use without SKU's.

kahala

Hi Adam,
Thanks for your feedback on the manufacturing setup. Not very clear in the post I wrote but that was what I meant. So this reply just to confirm your reply so that others can use this post in case they run in to trouble :-k