Planning – Pardaan.com

How to: Dynamics 365 Business Central: Enter Job Tasks and Planning Lines

If you use Microsoft Dynamics 365 Business Central for project management, you should understand how to set up job tasks and planning lines. You can optionally use task types on the beginning and ending balances. Task types can be beneficial for reporting purposes. Source : ArcherPoint…

25 October 2023

Dynamics NAV & BC Tips & tricks

Production Planning in Microsoft Dynamics 365 Business Central

Production planning is an important part of inventory planning. In this video, ArcherPoint’s Robert Grainger discusses production planning in Microsoft Dynamics 365 Business Central, including a high-level overview of the master data for production planning, and some advice on the strategy around the planning process—like advising…

7 February 2022

Dynamics NAV & BC Tips & tricks

Business Central: Send an appointment from Job Planning Line

In addition to using Business Central in Outlook, a feature that I think is interesting is that of being able to send an appointment to the planned resource directly from the job planning lines. This is not comparable to the mail sending functions present in the…

11 January 2022

Dynamics NAV & BC Tips & tricks

Graphical planning tools in Dynamics NAV and Business Central

The complete\detailed planning in Dynamics 365 Business Central (and in Dynamics NAV sure..) is done through the MPS\MRP planning which can be launched from the planning worksheet (you can find some posts on the planning parameters in this blog); However, it is also possible to use…

13 March 2019

Data & Analysis

Create a Planning View of Your Outlook Diary in Power BI

The first thing I did was to connect Power BI Desktop to my Exchange server. There are 2 choices and it depends on your setup which you use. I have my own domain and O365 configured to use Microsoft Exchange, so I connected to the second…

22 November 2018

Dynamics NAV & BC Tips & tricks

Stock Procurement – Maximising the Benefits of the Planning Worksheet

The Dynamics 365 Business Central Planning Worksheet is a powerful tool that, with fine-tuning, will provide great benefit to your procurement team. It reviews the supply and demand, both actual (from existing documents) and expected (from a production forecast) to suggest replenishment orders. Bron : Fenwick…

16 November 2018

Dynamics NAV & BC Tips & tricks

Jobs and Planning with Usage Link Codes

After receiving a few support issues on the topic, I would like to confirm both Setup and Process Flow in regards to Planning and Jobs. 1. The Job Planning Lines of 'Line Type' = "Schedule" (or "Both Schedule & Contract") (NAV2016 or prior), or "Budget" (or…

31 July 2017