Similar to how purchase planning consolidates purchase orders into a single PO, demand planning lets you create large batch jobs for items you manufacture. The demand planning page displays which manufactured items need attention. It includes items that are built to stock, fall below minimum inventory levels, or are required for current orders.


Demand Planning is most often used when you are managing inventory requirements for your finished good items. This could be for a business that stocks certain manufactured parts on their shelves or for a shop that stocks common sub-components for their assemblies.


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Click into the item row to see the details of the demand for that item
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Incoming - Expected supply from other jobs
Source / Status / Order Date/ Expected - Where the requirement is being generated from (SO or Job), the status of that record, the due date of that record, quantity on hand expected after that record is fulfilled.

The upward arrow indicates a source where supply is set to increase

The downward arrow indicates a source where supply is set to decrease

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Custom flag alerts

You may see an alert similar to this one when creating jobs from Demand Planning. This is here to notify you that the BOM of the SO has been modified and is now different from the BOM on the item.
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Approve & Schedule - Any jobs created from Demand Planning and checked to Approve & Schedule will immediately drive purchasing requirements and be queued up for the schedule.
+ Another Job - Can be used to separate the production recommended amount out into separate jobs if needed. The default “Quantity to Make” will match the production recommended unless this option is used.

Demand is generated in either of these scenarios:
First, review the current demand. Select “Refresh Data” to see the most up-to-date information.
Hover above the Recommended Production begin creating the job.
Verify Quantity to Make. Create additional jobs to batch your production in smaller amounts.
Set Production Due Date. Reference the expexted supply graph to understand exactly when your supply is set to dip to help guide the production due date entered.
Confirm job Priority and Create Job.
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As new sales orders or jobs are created and approved in your site, the information in Demand Planning may update. Select “Refresh Data” to see the most up-to-date information.
Similar to how purchase planning consolidates purchase orders into a single PO, demand planning lets you create large batch jobs for items you manufacture. The demand planning page displays which manufactured items need attention. It includes items that are built to stock, fall below minimum inventory levels, or are required for current orders.


Demand Planning is most often used when you are managing inventory requirements for your finished good items. This could be for a business that stocks certain manufactured parts on their shelves or for a shop that stocks common sub-components for their assemblies.

