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Accept Action Message in Planning Worksheet

April 2, 2014 Posted by Olof Simren Development, Manufacturing 2 Comments

The MPS/MRP suggestions in the Planning Worksheet has an ‘Accept Action Message’ field that determines if the suggestion should be accepted or not. The value of this field is by default set to TRUE if there are no warnings. This sounds great, by my experience is that most planners would like this to default to FALSE and activity accept each message when reviewing the suggestions.

In many cases this request is due to a large number of suggestions generated by having a long planning horizon (where the long planning horizon is needed due to lead times and multiple levels in the BOMs). The planner only want to accept the suggestions that has an order date within the next couple of weeks and ignore the suggestions with future order dates.

The standard Dynamics NAV suggestions looks like the below (with the ‘Accept Action Message’ field set to TRUE for all suggestions without warnings).

PlanningWorksheet1

Making the following change to the MaintainPlanningLine function in codeunit ‘99000854 – Inventory Profile Offsetting’ will make this field to default to FALSE for all suggestions.

CodeChange

The generated suggestions now look like this:

PlanningWorksheet12

The planner can now filter on the suggestions with order dates within the near future and actively accept them by checking the ‘Accept Action Message’ field. This to me makes it a lot easier and you avoid creating orders by mistake for suggestions that has not been reviewed (and you can see what you have reviewed).

A small change that could make a big difference when working with the system.

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About Olof Simren

I am a Microsoft Dynamics NAV and 365 Business Central Expert, I started implementing Microsoft Dynamics NAV in 2002, back then it was called Navision Attain. Throughout the years there has been many exciting implementations in different parts of the world, all of them with different challenges but with one common theme; manufacturing. As a consultant, I bring over 20 years of experience in implementing Microsoft Dynamics NAV and 365 Business Central within manufacturing and distribution companies. The services I offer includes project management, consultation, development and training. Feel free to contact me if you need help with anything related to Microsoft Dynamics NAV or 365 Business Central. I work through my company Naviona where I team up with other skilled Microsoft Dynamics NAV and 365 Business Central Experts.

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2 Comments

Leave your reply.
  • Nemanja
    · Reply

    September 9, 2015 at 2:47 AM

    Hi Olof,

    Great article! I have one question related to the planning worksheet.

    I’m working on the planning worksheet for a sales company that buys from a factory. When I have two warning messages about the same item, should I flag both lines (after the review and after have changed the quantity) in accept message before carry out the action message or I can also delete one line and flag only one line before carry out action message?

    For Ex,

    NAV says:
    •1 row: cancel 5 quantities on 01/10/2015
    •2 row: buy 5 quantities on 15/10/2015

    I select the first row and click on Period.

    I decide to ignore the advice and I would buy 5 quantities on 13/10/2015 and another 5 quantities on 01/11/2015. I click OK.

    When I return to the main list of the Planning Worksheet, usually dates change, so I have to put them inside manually again and I don’t know why. But my question is: should I flag both lines or only one and then click on carry out the action message?

    Thanks in advance,

    Nemanja

    • Olof Simren
      · Reply

      Author
      September 9, 2015 at 7:51 AM

      Hi Nemanja,
      If you delete a line and you don’t do anything about why it showed up then it will show up again the next time you run mrp.
      In your example; if you don’t want to cancel the first order for 5 pieces you can delete the line, but you probably want to go and change the planning flexibility to none on that order at the same time. If not you most likely get the same delete suggestion the next time and it would be like chasing your own tail.

      A good planner never ignores an mrp message, he/she acts on all of them. Either accept it or change the reason why the message was generated (like updating planning flexibility, the planning parameters, forecast, ect..).

      I hope this helps.

      /Olof

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