Document BOM Planning Pool
The Document BOM Planning Pool displays the availability of the components used in the Document BOM. This page can be opened from either the Sales Order line (Line > Document BOM > Components Planning Pool on the Lines FastTab) or Document BOM by choosing Components Planning Pool on the Actions menu.
General FastTab
The fields in the General FastTab are used to filter the component lines. In addition to shipment date calculation/shipment date, item, variant, and location filters, you can filter the lines to show only components that have a specific reordering policy, those that have the Long-Lead Item toggle turned on in the Item Card, or components that have an availability warning.
Lines
The fields in the lines are similar to those in the various Item Availability by... pages, except for the following fields:
- Warning - indicates that the expected inventory is not enough as of the shipment date.
- Status - indicates the current status from the Document BOM.
- Level - indicates the component's BOM level in the Document BOM.
- Shipment Date - indicates when the component must be available.
- Exp. Quantity (Base) - indicates the expected quantity of the needed component in base units of measure from the Document BOM.
- Purchase Exists - indicates if (and the type of) a purchase document exists for the needed component.
Hover over the other fields a brief description or refer to the Microsoft Dynamics 365 Business Central Help.
Actions
The majority of the actions on the Document BOM Planning Pool page conform to the standard functionalities of Microsoft Dynamics 365 Business Central. For more information, hover over the actions for a brief description or refer to the Microsoft Dynamics 365 Business Central Help. The actions specific to the Document BOM Planning Pool page are described below.
Refresh
The Refresh action allows you to update the values in the page due to changes like filtering or document creation.
Purch. G/L Acc./Item
The Purch. G/L Acc./Item action allows you to create purchase documents (purchase quote/order or requisition line) for the components using the same function that is available from the Document BOM. For more information, see Create Purchase Documents for G/L Accounts and Components.
You can create purchase documents for all filtered lines or only selected lines. If you choose all or multiple lines, then requisition lines will be created automatically. If you choose an individual line, you can choose either a purchase quote/order or requisition line. However, a purchase quote cannot be created for released Document BOM lines.
Note
If the Warning Filter toggle is turned on when the Purchase G/L Acc./Item action is run, then a message will open asking whether purchase documents should be created for all filtered components. Choose the No button to only generate purchase documents for the selected components.
See Also
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