Inventory Planning: Improved Traceability of Demand and Supply

The Inventory Planning Results by Item (AM404000) form is a key tool for schedulers and planners to review and interpret inventory planning suggestions before taking action.

In previous versions of MYOB Acumatica, labeling inconsistencies across the Inventory Planning forms made it difficult to identify document IDs responsible for quantity changes. Additionally, the lack of clear references to demand or supply documents and the absence of details on consolidated demand records further complicated the interpretation of inventory planning data.

In MYOB Acumatica 2025.1, the following updates have been made to improve demand and supply traceability and enhance consistency between related inventory planning forms:

  • The following new columns have been added to the table on the Inventory Planning Results by Item form:
    • Related Product Document: Displays the reference number of the demand document that contains the parent item of the top level. This preserves the ability to view the top-level document for certain generated supply and demand records, maintaining consistency with existing terminology.
    • Consolidation ID: Displays the identifier of the consolidation record either for a demand record included in a consolidation or for a generated supply record created to meet the demand of a consolidated record, allowing users to trace which demand records were consolidated into a single supply record. This column is available only if the Use Days of Supply to Consolidate Orders check box is selected on the Inventory Planning Preferences (AM100000) form.
  • The Related Document column on the Inventory Planning Results by Item form now shows the ID of the document responsible for increasing or decreasing inventory quantities, providing insights into the supply and demand documents influencing inventory changes for specific items.
  • The Generated Supply Document column has been added to the Inventory Planning Display (AM400000) form. This column displays the system-assigned ID of the supply document generated by the inventory planning regeneration process, enabling users to easily relate the supply row on the Inventory Planning Display form to the corresponding row on the Inventory Planning Results by Item (AM404000) form.
  • A new numbering sequence that uses the PLPO prefix has been introduced for inventory planning-generated purchase orders, ensuring consistency with other generated plans, such as planned production orders, consolidation suggestions, planned transfer orders, and planned kit assemblies, all of which are created and stored with unique IDs.