Page 99000852 "Planning Worksheet"

Base Application · Microsoft.Inventory.Requisition · captioned “Planning Worksheets” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Planning Worksheets
SourceTable	Requisition Line
PageType	Worksheet
UsageCategory	Tasks
ApplicationArea	Planning

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
Control120	Name	`CurrentWkshBatchName`	Specifies the name of the journal batch of the planning worksheet.
	Approval Status	`RequisitionWkshBatchApprovalStatus`	Specifies the approval status for planning worksheet batch.
Control1	Warning	`Warning`	Specifies a warning text for any planning line that is created for an unusual situation.
	Type	Type	Specifies the type of requisition worksheet line you are creating. from the table field
	No.	No.	Specifies the number of the involved entry or record, according to the specified number series. from the table field
	Variant Code	Variant Code	Specifies the variant of the item on the line. from the table field
	Planning Level	Planning Level	Indicates the planning level of the item in multi-level production orders. The planning level is calculated only for items that have Make-to-Order specified in the Manufacturing Policy field. from the table field
	Bin Code	Bin Code	Specifies the bin of the item on the line. from the table field
	Action Message	Action Message	Specifies an action to take to rebalance the demand-supply situation. from the table field
	Accept Action Message	Accept Action Message	Specifies whether to accept the action message proposed for the line. from the table field
	Original Due Date	Original Due Date	Specifies the due date stated on the production or purchase order, when an action message proposes to reschedule an order. from the table field
	Order Date	Order Date	Specifies the date when the related order was created. from the table field
	Due Date	Due Date	Specifies the date when you can expect to receive the items. from the table field
	Transfer Shipment Date	Transfer Shipment Date	Specifies the shipment date of the transfer order proposal. from the table field
	Starting Date-Time	Starting Date-Time	Specifies the starting date and the starting time, which are combined in a format called “starting date-time”. from the table field
	Starting Time	Starting Time	Specifies the starting time of the manufacturing process. from the table field
	Starting Date	Starting Date	Specifies the starting date of the manufacturing process, if the planned supply is a production order. from the table field
	Ending Date-Time	Ending Date-Time	Specifies the ending date and the ending time, which are combined in a format called “ending date-time”. from the table field
	Ending Time	Ending Time	Specifies the ending time for the manufacturing process. from the table field
	Ending Date	Ending Date	Specifies the ending date of the manufacturing process, if the planned supply is a production order. from the table field
	Low-Level Code	Low-Level Code	Specifies the planning level of this item entry in the planning worksheet. from the table field
	Description	Description	Specifies text that describes the entry. from the table field
	Description 2	Description 2	Specifies additional text describing the entry, or a remark about the requisition worksheet line. from the table field
	Shortcut Dimension 1 Code	Shortcut Dimension 1 Code	Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field
	Shortcut Dimension 2 Code	Shortcut Dimension 2 Code	Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field
	ShortcutDimCode[3]	`ShortcutDimCode[3]`	Specifies the code for Shortcut Dimension 3.
	ShortcutDimCode[4]	`ShortcutDimCode[4]`	Specifies the code for Shortcut Dimension 4.
	ShortcutDimCode[5]	`ShortcutDimCode[5]`	Specifies the code for Shortcut Dimension 5.
	ShortcutDimCode[6]	`ShortcutDimCode[6]`	Specifies the code for Shortcut Dimension 6.
	ShortcutDimCode[7]	`ShortcutDimCode[7]`	Specifies the code for Shortcut Dimension 7.
	ShortcutDimCode[8]	`ShortcutDimCode[8]`	Specifies the code for Shortcut Dimension 8.
	Transfer-from Code	Transfer-from Code	Specifies the code of the location that items are transferred from. from the table field
	Location Code	Location Code	Specifies a code for an inventory location where the items that are being ordered will be registered. from the table field
	Original Quantity	Original Quantity	Specifies the quantity stated on the production or purchase order, when an action message proposes to change the quantity on an order. from the table field
	MPS Order	MPS Order	Specifies whether the requisition worksheet line is an MPS order, that is, whether it is linked to a demand forecast or a sales order. from the table field
	Quantity	Quantity	Specifies the number of units of the item. from the table field
	Unit of Measure Code	Unit of Measure Code	Specifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted. from the table field
	Replenishment System	Replenishment System	Specifies which kind of order to use to create replenishment orders and order proposals. from the table field
	Supply From	Supply From	Specifies a value, according to the selected replenishment system, before a supply order can be created for the line. from the table field
	Ref. Order Type	Ref. Order Type	Specifies whether the order is a purchase order, a production order, or a transfer order. from the table field
	Ref. Order No.	Ref. Order No.	Specifies the number of the relevant production or purchase order. from the table field
	Ref. Order Status	Ref. Order Status	Specifies the status of the production order. from the table field
	Ref. Line No.	Ref. Line No.	Specifies the number of the purchase or production order line. from the table field
	Planning Flexibility	Planning Flexibility	Specifies whether the supply, represented by the requisition worksheet line, is considered by the planning system, when calculating action messages.
	Blanket Purch. Order Exists	Blanket Purch. Order Exists	Specifies if a blanket purchase order exists for the item on the requisition line. from the table field
	Reserved Quantity	Reserved Quantity	Specifies how many units of this item have been reserved. from the table field
	Gen. Prod. Posting Group	Gen. Prod. Posting Group	Specifies the item’s product type to link transactions made for this item with the appropriate general ledger account according to the general posting setup. from the table field
	Unit Cost	Unit Cost	Specifies the cost of one unit of the item or resource on the line. from the table field
	Gen. Business Posting Group	Gen. Business Posting Group	Specifies the code of the general business posting group to be used for the item when you post the planning worksheet. from the table field
	Cost Amount	Cost Amount	Specifies the total costs for the requisition worksheet line. from the table field
	Vendor No.	Vendor No.	Specifies the number of the vendor who will ship the items in the purchase order. from the table field
Item Description	ItemDescription	`ItemDescription`	—
Routing Description	Routing Description	`RoutingDescription`	Specifies a description of the routing for the item that is entered on the line.
FactBoxes	Control9	part Page 9090 “Item Replenishment FactBox”	—
	Batch Workflows	part Page 1528 “Workflow Status FactBox”	—
	Control11	part Page 9091 “Item Planning FactBox”	—
	Control15	part Page 9101 “Untracked Plng. Elements Part”	—
	Control13	part Page 9109 “Item Warehouse FactBox”	—

Actions

Group	Action	ToolTip	Runs
Line	Dimensions	View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.
	Item Tracking Lines	View or edit serial, lot and package numbers that are assigned to the item on the document or journal line.
Item	Components	View or edit the production order components of the parent item on the line.	Page 99000862 “Planning Components”
Item Availability by	Event	View how the actual and the projected available balance of an item will develop over time according to supply and demand events.
	Period	View the projected quantity of the item over time according to time periods, such as day, week, or month.
	Variant	View or edit the item’s variants. Instead of setting up each color of an item as a separate item, you can set up the various colors as variants of the item.
	Location	View the actual and projected quantity of the item per location.
	Lot	View the current and projected quantity of the item in each lot.	Page 520 “Item Availability by Lot No.”
	BOM Level	View availability figures for items on bills of materials that show how many units of a parent item you can make based on the availability of child items.
Navigation	Approvals	View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.
Processing	Delete all lines in worksheet	Delete all lines in the current worksheet, disregarding any filters.
Functions	Calculate Net Change Plan	Plan only for items that had the following types of changes to their demand-supply pattern since the last planning run: 1) Change in demand for the item, such as forecast, sales, or component lines. 2) Change in the master data or in the planned supply for the item, such as changes to the BOM or rou…
	Calculate Regenerative Plan	Plan for all items, regardless of changes since the previous planning run. You calculate a regenerative plan when there are changes to master data or capacity, such as shop calendars, that affect all items and therefore the whole supply plan.
	Get Action Messages	Obtain an immediate view of the effect of schedule changes, without running a regenerative or net change planning process. This function serves as a short-term planning tool by issuing action messages to alert the user of any modifications made since the last regenerative or net change plan was calc…
Drop Shipment	Get Sales Orders	Copy sales lines to the planning worksheet. You can use the batch job to create planning worksheet proposal lines from sales lines for drop shipments or special orders.
	Sales Order	View the sales order that is the source of the line. This applies only to drop shipments and special orders.
Functions	Refresh Planning Line	Update the selected planning line with any changes that are made to planning components and routing lines since the planning line was created.
	Get Error Log	View detailed information for planning lines with a value in the Warning field.	Page 5430 “Planning Error Log”
	Carry Out Action Message	Use a batch job to help you create actual supply orders from the order proposals.
	Reserve	Reserve the quantity that is required on the document line that you opened this window for.
	Order Tracking	Tracks the connection of a supply to its corresponding demand. This can help you find the original demand that created a specific production order or purchase order.
Send Approval Request	Worksheet Batch	Send all worksheet lines for approval, also those that you may not see because of filters.
Cancel Approval Request	Worksheet Batch	Cancel sending all worksheet lines for approval, also those that you may not see because of filters.
Power Automate	Create approval flow	Create a new flow in Power Automate from a list of relevant flow templates.
Approval	Approve	Approve the requested changes.
	Reject	Reject the approval request.
	Delegate	Delegate the approval to a substitute approver.
	Comments	View or add comments for the record.
Page	Edit in Excel	Send the data in the worksheet to an Excel file for analysis or editing.

Events published

OnAfterLookupCurrentJnlBatchName(var RequisitionLine: Record "Requisition Line"; var CurrJnlBatchName: Code[10]) (integration)
OnBeforeCarryOutActionMsg(var RequisitionLine: Record "Requisition Line"; var IsHandled: Boolean) (integration)
OnBeforeRefOrderNoOnFormat(var RequisitionLine: Record "Requisition Line"; var IsHandled: Boolean) (integration)
OnBeforeCalculateRegenerativePlan(var RequisitionLine: Record "Requisition Line"; var IsHandled: Boolean) Δ BC24 (integration)
OnBeforeCalculateNetChangePlan(var RequisitionLine: Record "Requisition Line"; var IsHandled: Boolean) Δ BC24 (integration)

Procedures

OpenPlanningComponent(var PlanningComponent: Record "Planning Component")
CallFromItemAvailabilityByEvent(OpenFromItemAvailabilityByEvent: Boolean) + BC26

Plus 8 local procedures.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnInit, OnDeleteRecord, OnModifyRecord, OnNewRecord, OnOpenPage

Relations

source table Table 246 “Requisition Line”

Extended by

Page extension 99000852 “Mfg. Planning Worksheet”

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 330 “ReqJnlManagement” (3 calls: CurrentWkshBatchNameOnAfterVal → SetName, OnOpenPage → OpenJnl, OnOpenPage → WkshTemplateSelection)
Codeunit 1535 “Approvals Mgmt.” (2 calls: OnAfterGetCurrRecord → GetRequisitionWkshBatchApprovalStatus, OnModifyRecord → CleanRequisitionWkshApprovalStatus)
Codeunit 1563 “Privacy Notice” (1 call: OnInit → GetPrivacyNoticeApprovalState)
Codeunit 4030 “Client Type Management” (1 call: OnOpenPage → GetCurrentClientType)
Codeunit 457 “Environment Information” (1 call: OnOpenPage → IsSaaS)
Codeunit 6400 “Flow Service Management” (1 call: OnInit → GetPowerAutomatePrivacyNoticeId)
Codeunit 6723 “Server Setting” (1 call: OnOpenPage → GetIsSaasExcelAddinEnabled)
Codeunit 99000812 “PlanningWkshManagement” (1 call: OnAfterGetCurrRecord → GetDescriptionAndRcptName)
Codeunit 99000856 “Planning Transparency” (1 call: PlanningWarningLevel → ReqLineWarningLevel)
Page 99000862 “Planning Components” (1 call: OpenPlanningComponent → (object))

Documented on Microsoft Learn

Run Full Planning, MPS, or MRP

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Planning Worksheet"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.