The Business Central Planning Worksheet: What’s It for and How to Use It

Session Overview: Take the guesswork out of determining what purchase or production orders to create. During this session, we’ll review how to use the Planning Worksheet to create production and purchase orders based on the demand within the system. We’ll review how to calculate suggestions, make changes, and create orders. We’ll also touch on how demand for items is determined which is the main driver behind the Planning Worksheet.
Learning Objectives:
- Understand the fundamentals of Business Central Planning Worksheet
- Identify the settings and parameters that will make a big impact on the Planning Worksheet
- Learn how to implement changes and setups that will have immediate impact on the Planning Worksheet
Speakers: Steven Chinsky
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 201 – Intermediate
Primary Product: Business Central/NAV
Tracks: Inventory, Manufacturing, Supply Chain
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.