Components Planning Pool
The Components Planning Pool functionality is comparable to the Planning Pool. In contrast to the Planning Pool – which displays all Production Orders based on work centers and machine capacity – the Components Planning Pool is based on materials.
The Components Planning Pool page displays the availability of components with Type = Inventory that are used in the BOM or Recipes of the corresponding production order. It provides flexible filtering options to quickly focus on relevant components and improve planning efficiency.
This page can be opened in many ways:
- From Tell Me by entering Components Planning Pool and then choosing the related link.
- From the action on the Home menu in the Planning Pool page.
- From the Lines FastTab (Line > Components Planning Pool) on the Sequence Planning page.
- From the Lines FastTab (Line > Components Planning Pool) on all Production Order (Simulated, Planned, Firm Planned, and Released) pages.
- From the Components Available field on the lines of the Planning Pool, Sequence Planning, and all Production Order (Simulated, Planned, Firm Planned, and Released) pages (see Component Availability). The field is not shown by default.
- From the Components Planning Pool action on the Production Planner Role Center.
- From the Components Planning Pool Card context menu item on tasks in the Graphical Sequence Planning and Graphical Operation Scheduling views (production order routing lines), and the Graphical Sequence Planning Stacked view (production order lines).
Filter Options
The Components Planning Pool page provides extensive filter options to help you focus on relevant components for planning purposes. Filters are organized into groups.
| Group | Field | Description |
|---|---|---|
| General | Prod. Order Status Filter | Filters by production order status (Simulated, Planned, Firm Planned, Released, or Finished). When you change this filter, the Prod. Order Filter and Prod. Order Line Filter are cleared. |
| Prod. Order Filter | Filters by a specific production order number. | |
| Prod. Order Line Filter | Filters by a specific production order line number. This field is only editable after a production order filter is set. | |
| Due Date Calculation Filter | Filters by a date formula (for example, enter -7D to filter for the next 7 days). The calculated result is applied to the Due Date Filter field, which filters by the component's due date. | |
| Due Date Filter | Filters by a date or date range entered directly, filtering by the component's due date. Setting this field clears the Due Date Calculation Filter field. | |
| Item Filter | Filters by one or more component item numbers or wildcards (for example, enter P* for all items starting with P). Setting this field clears the Variant Filter field. | |
| Variant Filter | Filters by a specific item variant of the component. The lookup for this field is filtered to variants of the item entered in the Item Filter field; if no item filter is set, the lookup returns no variants. | |
| Location Filter | Filters by the component's warehouse location. The lookup for this field excludes locations that are set up as in-transit. | |
| Warning Filter | Filters by the availability warning indicator on the component lines. Select Yes to show only components that have a warning, or No to show only components without a warning. By default, this filter is blank, and components are shown regardless of warning status. | |
| Routing | Work Center Filter | Filters by one or more work centers. Only components that have a routing link code and a matching production order routing line at one of the specified work centers are shown. |
| Comp. Attributes | Item Attribute 1 .. Item Attribute 8 | Filters by item attribute value of the component item. Each field is only shown if a corresponding item attribute is configured on the Planning Extension Setup page (see Planning Extension Setup); fields without a configured attribute are hidden. |
| Production Order Line Dimensions | Dimension 1 Code .. Dimension 8 Code | Filters by values for the shortcut dimensions of the production order line that are set up in the General Ledger Setup page. The dimensions of the component are not considered. Only the shortcut dimensions that are set up are shown. |
| Production Order Line Manufacturing Dimensions | Mfg. Dimension Code 1 .. Mfg. Dimension Code 8 | Filters by the manufacturing dimension of the production order line. Unlike the shortcut dimension filters, each of the 8 fields can be set independently to any available manufacturing dimension. Selecting a code clears the corresponding value filter and makes the value filter field editable. |
| Mfg. Dimension Value Code 1 .. Mfg. Dimension Value Code 8 | Filters by the manufacturing dimension value of the production order line. This field is only editable after the corresponding manufacturing dimension code filter is set. When multiple Mfg. Dimension Code/Value Code field pairs are set, only components whose production order line matches all the specified dimension code/value combinations are shown. | |
| Data Control | Condition | Applies color-coding to component lines based on the selected data control condition (see Data Controls). When a condition is set, the DC field is shown in the component lines to display the corresponding color indicator. |
Important
When filters are set, only components matching all selected criteria are displayed. If no components match the filter combination, a message is shown and the component lines remain empty.
Note
When none of the filters above are set, choosing Refresh Results shows a confirmation message before loading all components. This helps prevent performance impacts when working with large data sets.
After setting your filters, choose the Refresh Results action to update the component lines based on the current filter criteria.
In the component lines, the Warning column indicates whether the component has an availability warning based on the expected inventory on the component's due date. This column is shown by default.
Actions Menu
The actions on the Actions menu are described in this section.
Refresh Results
The Refresh Results action updates the component list based on your current filter criteria. It recalculates the temporary result set and applies all active filters.
The Print action opens a report request page for the Prod. Order - Picking List report for the component lines currently shown.
Change Status
This function changes the status of the production orders associated with the selected component lines. Multiple lines can be selected by choosing a line while pressing the CTRL key.
Note
The Prod. Order Status Filter field in the General section must be set before the Change Status action is available. All selected production orders must have the same status; if the selection includes production orders with different statuses, a notification is displayed and the action does not proceed.
If more than one component line is selected, a confirmation dialog opens before the status change is applied. After confirming, the Change Status on Prod. Order page opens, where you select the new status and the posting date. During processing, a progress dialog tracks the changes for each production order. If any errors occur, they are collected and displayed on the Error Messages page after all production orders have been processed.
To open the associated production order card, choose the value in the Prod. Order No. field on the component line.
Reserve and Order Tracking
The Reserve and Order Tracking actions are grouped together under Functions. Reserve is only available for component lines with production order status Firm Planned or Released; an error is shown if you try to reserve a component on a Simulated or Planned production order. Order Tracking conforms to the standard functionality of Microsoft Dynamics 365 Business Central.
Where-Used and Select Item Substitution
Where-Used and Select Item Substitution are available directly on the Actions menu.
Where-Used
This function shows where the item on the selected component line is used in the production BOM.
Select Item Substitution
This function uses the standard Microsoft Dynamics 365 Business Central item substitution functionality to substitute a component with a valid substitution set up on the item or production structure line.
Related Menu
The actions in the Line menu on the Related menu provide detailed information for the item in the component lines, such as dimensions, bin contents, item tracking lines, put-away/pick/movement lines, item ledger entries, and the availability of items by event, period, variant, location, lot, or BOM level. These standard functionalities are also available in the Prod. Order Components page; refer to the Microsoft Dynamics 365 Business Central Help for more information.
Component Availability
In the lines of the Planning Pool, Sequence Planning, and Production Order pages, the Components Available field assists with component planning.
- Yes indicates that the availability is assured or there is no component requirement on the line. If the production orders of a work center use the same raw materials, users can see at what point of time they run out of raw materials.
- No indicates that availability is not assured or available inventory is for components with Type = Non-Inventory. Missing raw materials can be located using the Components Planning Pool.
To open the Components Planning Pool page for the selected production order line, choose the Components Available field on the line, or choose the Components Planning Pool action on the Home menu or on the Line menu on the Lines FastTab.
Note
The availability calculation is performed for each component with Type = Inventory of each production order line. However, components without a Remaining Quantity are skipped.
To reduce a possible impact to performance, the Components Available field is calculated only if it is visible on the Planning Pool and Sequence Planning pages.
See Also
Planning Pool
Sequence Planning
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