Order To Cash - Purchase

Requisition Worksheet - Disable Planning Flexibility for Replenishment System Purchase

This function gives more control over purchase orders, because existing purchase orders are not longer being adjusted when new purchase demand is being populated in the Requisition Worksheets. 

Behavior with this function activated

When using the default BC "calculate plan" button at page Req. Worksheet (291, Worksheet)., all lines that are being Populated AND have Replenishment System = Purchase , have Planning Flexibility parameter always set to “None”. This function bypasses BC's Planning Flexibility logic. 

Activate to disable Business Central's default behaviour to apply Planning Flexibility

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Requisition Worksheet - Advanced Purchase Requisition for replenishment system Purchase (EN)

This function helps you to purchase as optimally as possible so that you can meet the demand as optimally as possible with the lowest possible number of obligations, You have the option to exclude demand from “Open” (not yet authorized) orders. Columns are added to the Requisition Worksheet which help you to understand and manage the plan that's caculated. 

Behavior with this function activated

Depending in the settings that are activated, the following changes are made at BC's page “Requisition worksheets” in comparison to default BC:

1. Buttons to calculate plan are replaced by custom functions

2. If configured at the setup page, "need" from certain source/state combinations is not included in the requisition lines that are populated.

3. There is a function which copies the Sales Orders field "External document No" to the "Your reference" field (for Sales orders “Special order” and Sales orders “Drop Shipment”

Requisition Worksheet - Use Vendor calendar to calculate Expected Receipt dates (EN)

This function alters the behaviour for Purchase Order Lines which are created using BC's Requisition Worksheet functionality. For Purchase Order Lines which are manually created, the Expected Receipt date (for Purchase Order Lines) is already calculated taken into account the Vendor specific calendar. However, BC does not take into account the Vendor specific calendar when a Purchase Order Line is created using the Requisition Worksheet functionality 

Once enabled, the Expected Receipt Date (for Purchase Order Lines) will be calculated taking into account the Vendor's calendar, if a supplier specific calendar is entered at the Vendor card.  This will result in more reliable and realistic Expected Receipt Dates on your Purchase Order lines and will help you feed back better data to your colleagues.

Behavior with this function activated

1. For a purchase order line in BC, BC calculates an "Expected Receipt date". The Lead Time of the article card is used for this (e.g. 6D).

2. BC adds the Lead Time to the work date, and enters the calculated date as "Expected Receipt date" on the Purchase Order line. However, the Lead Time of an item may vary depending on a supplier's calendar (holiday closure, public holidays). By marking days as "non-working days" in the Base Calendar linked to the supplier, a better "Expected Receipt Date" is calculated.