Advanced Planning Process
This chapter describes the use of the Advanced Planning functionality by SmartTrade.
We will describe two scenario's:
- Planning and cost calculation based on leadtimes for different vendors
- Planning based on the use of blanket orders including Planning schedule
Calculate and Plan
The SmartTrade Calculate and Plan function is based on the Order Promising functionality supported by standard Microsoft Business Central and can be started from both the Sales Quote and Sales Order page.
Note
The SmartTrade Advanced Planning Module is strongly integrated with the SmartTrade Costing and Transport module. These modules depend on a lot of shared setup.
More information about these setups you will find via the Links section at the bottom of this page
Planning and Cost Calculation
From the Sales Quote or Sales Order page create a new document and enter at least Customer No., Order Type and Requested Delivery Date on header level.
On line level enter Item No., Quantity and Unit Price.
For more detailed calculation it might be useful to enter a Location code as well. This is in case Storage and other cost have been setup for this location code.
From the Sales Quote or -Order header press the Calculate and Plan function.
The SmartTrade Order Promising Lines page will open and show planning and costs for one or more vendor and transport methods depending on setup in tables SmartTrade Transport Method Setup and Item Vendor.
For each line the earliest Planned Delivery date is calculated based on Transport Time, manufacturing time and order handling date formulas setup in the SmartTrade Transport Method Setup table.
For each line the expected costs are calculated based on setup Cost Templates in same table and together with the Direct Unit Cost held against the Sales Price to calculate margins for each option.
To show/hide available options you may use the pre-defined filters under the Filter button. Here you are able to only show preferred or alternative vendors options or show all. You also have the options to only show source lines.
Select one of the options (lines) and press Accept to accept this option on the Sales Document Line.
Planning based on Blanket Orders
From the Sales Quote or Sales Order page create a new document and enter at least Customer No., Order Type with the Create Blanket Order flag, on header level. On the Planning tab enter Planned shipments and Start- and End Shipment date to indicate how many shipments will take place in which period.
On line level enter Item No., Quantity and Unit Price.
For more detailed calculations it might be useful to enter a Location code as well. This is in case Storage and other cost have been setup for this location code.
From the Sales Quote or -Order header press the Calculate and Plan function.
The SmartTrade Order Promising Lines page will open and show a line for each planned shipment which will be copied to the Blanket Order Planning when a Blanket Order is created from this document.
Press Accept to accept this planning on the Sales Document Line. The Blanket Order Planning now stored as Shipment Planning which can be accessed via the SmartTrade menu item Shipment Planning for that specific line.
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