An insider's view on planning worksheet and reservation entries
Business Central Manufacturing Show
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Business Central Manufacturing Show
An insider's view on planning worksheet and reservation entries
Mar 26, 2024 Season 1 Episode 35
Martin Karlowitsch

In episode 35 of his podcast, Martin welcomed Martin Blaha from the Czech Republic, who moved to the UK in 2016, where he still lives and works. While Martin worked in various consulting roles for various Business Central partners for 11 years, he embarked on an entrepreneurial journey last year. Hence, Martin now owns MB365 Consulting – a new generation Business Central partner. 

Being asked why he calls his new company a "new generation Business Central" partner and what distinguishes the "old" generation from the "new " one, Martin B. outlined that his way of working, compared to traditional partners, is characterized by flexibility, agility, and a focus on delivering quicker results at a lower cost, the lower cost resulting from working remote and thus having no corporate debts. He referred to his small but very efficient team, consisting of the best developers on the market. While many traditional partners still adhere to the so-called waterfall-project methodology, meaning that each project step runs over many months, he works in a hybrid agile environment as Microsoft recommends, allowing him to run a first iteration quickly and collect feedback very quickly.

Leading over to the, as Martin K. called them, "hard facts of Business Central", they started to talk about the topic of Martin B.'s latest blog post "Five things you didn't know about planning worksheets" and why he is so passionate about it. According to Martin B., his enthusiasm for production stems from his journey from working with manufacturing software to transitioning to Microsoft Dynamics NAV and Business Central. He emphasizes the value of understanding manufacturing processes and the desire to share knowledge to prevent common pitfalls in implementations. He has seen, as he puts it, "so many missed or failed implementations where people just did not know what they're doing". His passion for the planning worksheet is rooted in the fact that it brings significant value to the customer "by sorting out the daily work in logic sequence and manner". 

Talking about the "Frozen Period", a key concept of the planning worksheet, denoting a period where the schedule is fixed and shouldn't be altered, Martin B. stressed the importance of setting the start date in the future to analyze urgencies, such as unshipped sales orders or missed planning opportunities. Lead times and communication also play crucial roles. 

Another best practice recommended by Martin B. is to define the worksheet process plan and then run it in small steps to achieve specific goals and balance supply and demand for each area individually. Moreover, utilizing filtering options extensively allows for running planning worksheets for bespoke purposes. Categorizing items is another key aspect, helping streamline the planning process by organizing products based on their characteristics. However, these practices might require adjustments to fit each company's unique needs. Additionally, Martin B. places a lot of emphasis on the significance of personal relationships in successful ERP system implementations, stressing the value of on-site interaction over remote communication alone. While planning worksheets in Business Central play a crucial role in balancing supply and demand throughout the manufacturing process chain, reservation entries serve as the glue holding everything together by ensuring alignment between supply and demand, and orders being fulfilled in the correct sequence.

The conversation ended with discussing the importance of finding a balance between flexibility and strictness when using reservation entries in Business Central for manufacturing. 

Episode Artwork An insider's view on planning worksheet and reservation entries 29:36 Episode Artwork Plea to a pragmatic approach to Business Central manufacturing 38:05 Episode Artwork The Theory of Constraints and Business Central manufacturing 30:46 Episode Artwork Master data dividends are large 36:04 Episode Artwork Is an ERP introduction a business process reengineering task? 38:39 Episode Artwork From the ethos of manufacturing to the importance of a consistent BOM 31:05 Episode Artwork A conversation on industry-specific manufacturing challenges and solutions 26:35 Episode Artwork A conversation on warehouse challenges and solutions 30:23 Episode Artwork A conversation on shopfloor challenges and solutions 28:49 Episode Artwork An insider's view into Microsoft Dynamics 365 Business Central 35:14 Episode Artwork Item setup - underestimated issue when implementing Business Central 32:39 Episode Artwork The five phases of successfully implementing 365 Business Central 31:35 Episode Artwork Business Central in the cloud - real-time data and automated processes 32:06 Episode Artwork Production orders, jobs, and assembly orders: why, when, and how to use them 35:56 Episode Artwork Hands-on Business Central manufacturing tips and best practices 26:31 Episode Artwork Running an engineering-to-order company with Dynamics 365 Business Central 43:45 Episode Artwork Demystifying Microsoft Dynamics Business Central 365 manufacturing 34:13 Episode Artwork A conversation on how to jumpstart Business Central production scheduling 33:47 Episode Artwork The constant battle between production planning and scheduling 30:07 Episode Artwork How to right-size your manufacturing ERP solution (Trevor Moore) 28:55 Episode Artwork How routings can be used for both costing and scheduling … and more concrete tips (Kevin Fons) 26:59 Episode Artwork How ERP enables the digitization in manufacturing (Olof Simren) 25:50 Episode Artwork 6 super concrete tips for manufacturers working with Business Central (Matthew Woodhouse) 28:22 Episode Artwork Why gamification matters for manufacturing - and how it can work (Paul Hogendoorn) 26:36 Episode Artwork How manufacturers can achieve sales and back office process efficiency (Chris de Visser) 24:36