Inventory Planning Configuration: Configuration Prerequisites

Before starting to configure the inventory planning functionality, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, one of the following features must be enabled:

• Distribution Requirements Planning if your company uses inventory planning
• Material Requirements Planning if your company manufactures items and uses a master production schedule and inventory planning

Configuring the System

You need to make sure that following tasks have been performed in MYOB Acumatica before you begin to implement inventory planning:

• On the Work Calendar (CS209000) form, a calendar has been created for the inventory planning process to use to calculate action and promise dates from vendor lead times.
• On the Numbering Sequences (CS201010) form, a numbering sequence for forecast identifiers has been created.
• If the Material Requirements Planning is enabled on the Enable/Disable Features (CS100000) form, on the Numbering Sequences form, a numbering sequence for the identifiers of master production schedule (MPS) orders has been created.
• If the Material Requirements Planning is enabled on the Enable/Disable Features form, a numbering sequence for the identifiers of planning orders has been created on the Numbering Sequences form.
  Tip:

  We recommend that you create a separate numbering sequence for planning recommendations to distinguish these orders from regular production orders in the system.
• If the Material Requirements Planning is enabled on the Enable/Disable Features form, at least one production order type with the Planning function has been created on the Production Order Types (AM201100) form.