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Planning for Job Demand in Microsoft Dynamics NAV 2009 and NAV 2013

ArcherPoint How-To Blog: Microsoft Dynamics NAV: Kit BOM on Sales Order Does Not Match Item Card

Scenario: Your business builds product XYZ and installs product XYZ for one price for both building the product and installing the product. You have two areas to take into consideration—installation of the product and building the product. For both areas, you will charge the customer one price for all the parts that go into the product and the installation. You will need to track both the installation cost and the building costs. For the installation, we will use Microsoft Dynamics NAV Jobs, and for building the product, we will use Dynamics NAV Manufacturing.

The Job takes into consideration drawing, approvals, product identification, installation, travel expenses, and billing the customer. The Manufacturing of the product takes into consideration the parts, labor, and machines needed to build the finished product. To put all the cost of the product on the Job and to use capacity planning for Manufacturing, there are differences in the way the application works for NAV 2009 and NAV 2013.

In NAV 2013, the Manufacturing Planning worksheet takes into consideration Forecasts, Sales Orders, Production Orders, Service Orders, and Transfer Order Lines. In NAV 2009, the Manufacturing Planning Worksheet takes into consideration Forecasts, Sales Order, Production, and Transfer Orders.

How to Trigger Demand in the Job Planning Lines in NAV 2013

When you are running demand planning in NAV 2013, you will need to update the job planning lines to trigger the demand. When entering the item on the Job Planning Lines, be sure to enter the following information in the line:

  • Planning Date – This will drive the date of the demand.
  • Line Type – You will either need to select “Scheduled” or “Both Scheduled and Contract” because you will not be billing the customer.
  • Usage Link – This will need to be checked. It will trigger that you have demand for the Job, and it should be included in the planning worksheet.

Note: You can set up the “Apply Usage Link” flag on the Job to default to the Job Planning Lines. When you check “Apply Usage Link,” the Job Planning Lines “Usage Link” flag will be checked automatically. With the “Apply Usage Link” set, you are not able to uncheck the line.

How to Trigger Demand in the Job Planning Lines in NAV 2009

When you are running demand planning in NAV 2009, Jobs are not taken into consideration, so an alternative solution is needed. We have outlined a few options for a solution:

  • Option 1 – Create the parent items on a Production Order to drive the demand. This step will be manual.
  • Option 2 - Update the Production Forecast for the items to generate the demand.
  • Option 3 – Development modification.

If you would like to learn more about Job Demand Planning, contact ArcherPoint. If you would like be notified when another blog is published, subscribe to my RSS feed.

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