The Planning Date on the project planning line is the starting point for the material planning calculation in Microsoft Dynamics 365 Business Central. The Planning Date is initially set by the project task starting date. In that way, material required for the project task is available when the project task starts.
When ordering material for the project task, the Planning Date is copied to the supply order:
Purchase Order Line: Planned Receipt Date
Production Order: Due Date
Assembly Order: Due Date
Transfer Order: Receipt Date
The Microsoft Dynamics 365 Business Central planning system then calculates the action messages based on the item settings such as lead time and capacities.
Steps - Change planning date
When a project task starting date changes, the project planning lines linked to that project task and not transferred to a supply order change accordingly.
When a project task starting date changes, the project planning lines linked to that project task and transferred to a supply order are highlighted as Ambiguous.
The Sync Demand-Supply action assists the planner in implementing the date changes for each line:
This assumes that contact with the vendor, production department, and assembly department is required to confirm the date change is possible.
The action prompts the planner to enter the new planning date for the project planning line. When a date is selected, a new prompt shows the new planned receipt date or due date. When confirmed, the action makes the changes in the correct sequence and updates the dates in the reservation entries.
You can select several project planning lines provided they have the same replenishment order.
When successfully completed, the lines are no longer highlighted as Ambiguous.