Do you find Order Planning overcomplicated in BC?

  • Do you find Order Planning overcomplicated in BC?

    Posted by Sam Cohen on June 26, 2026 at 8:46 am

    Do you ever find Order Planning overcomplicated in BC?

    Do you have trouble getting all of the dates accurate on your Sales Orders?
    – Requested Delivery Date
    – Planned Delivery Date
    – Shipment Date
    – Lead Time Calculation
    – Safety Lead Time

    If this isn’t working for you, you should check out the simplified Purchase Planning worksheet we designed at the Halden Group. It simply calculates your Demand, Supply and Shortage at a given planning date and allows you to create POs for the Shortage Qty.

    mark mckinney replied 1 week, 2 days ago 2 Members · 2 Replies
  • 2 Replies
  • mark mckinney

    Member
    July 23, 2026 at 2:52 am
    Up
    0
    Down
    ::

    Yes, many Business Central users find Order Planning somewhat complicated, especially when they first start using it.

    The complexity usually comes from the number of planning parameters involved, such as reorder policies, safety stock, lead times, lot accumulation periods, dampeners, and planning worksheets. If these settings are not configured correctly, the planning results can be confusing and may generate unexpected suggestions.

    That said, Order Planning is designed to handle complex supply chain scenarios. For organizations with multiple items, vendors, locations, and varying demand patterns, the functionality can be extremely powerful. Once the planning setup is properly configured, it can significantly reduce manual purchasing and replenishment efforts.

    A few things that typically make Order Planning easier to manage are:

    Keeping replenishment policies simple whenever possible.

    Reviewing item planning parameters regularly.

    Using Planning Worksheets to understand why suggestions are generated.

    Testing planning changes in a sandbox environment before applying them in production.

    Ensuring lead times and inventory data are accurate.

    In my experience, the challenge is often not the planning engine itself but the initial setup and understanding of how different planning parameters interact. Users who invest time in configuring and learning the planning logic usually find it quite effective, while those expecting a “set it and forget it” solution may perceive it as overly complicated.

    So, I would say Order Planning in Business Central is powerful rather than overly complicated, but it does have a learning curve and requires careful configuration to deliver reliable results.

  • mark mckinney

    Member
    August 11, 2026 at 3:25 am
    Up
    0
    Down
    ::

    It depends on the business scenario, but many users initially find Order Planning in Dynamics 365 Business Central (BC) a bit overcomplicated.

    The main reason is that Order Planning combines several factors at once, such as demand, inventory levels, lead times, reorder policies, safety stock, and existing supply orders. For organizations moving from spreadsheets or simpler ERP systems, the planning worksheet can feel overwhelming because a single planning suggestion may be influenced by multiple settings spread across items, vendors, locations, and SKUs.

    That said, the complexity often comes from the setup rather than the day-to-day use. Once parameters like reordering policy, lead time calculation, and lot sizing are configured correctly, the system can generate highly accurate supply suggestions and significantly reduce manual planning effort.

    A common mistake is trying to understand planning results without first reviewing the item planning settings. When those settings are inconsistent, the planning worksheet may produce recommendations that seem confusing or incorrect.

    My view is that BC Order Planning is powerful but not always intuitive. For smaller businesses with straightforward inventory requirements, it can feel more complex than necessary. For companies managing multiple locations, hundreds of SKUs, or variable demand, the additional complexity usually brings real value through better inventory control and fewer stockouts.

    So, I wouldn’t call it overcomplicated by design, but it definitely has a learning curve and requires careful setup to deliver the expected results.

Log in to reply.

Welcome to our new site!

Here you will find a wealth of information created for peopleĀ  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!