Hello Manufacturing and Distribution Experts,
I am currently working with a customer who is transitioning from SAP to Acumatica. We've encountered a significant difference in how the two systems handle MRP planning suggestions when the required action date (start date) is in the past due to lead times. In SAP's MRP logic, the system typically performs automatic "forward scheduling" when a backward-scheduled start date falls in the past. It automatically moves the suggested order date to the earliest possible current date and issues an exception message. Acumatica, as we understand it, requires a more manual process using exceptions and date updates.
I am thinking about proposing the following workflow to our client, and I'd like the team's validation:
Our Proposed Workflow for Past-Due Demands:
- MRP runs and generates planned order suggestions with dates in the past.
- The planner uses the Inventory Planning Display screen (AM402000) or Exceptions screen (AM403000) to identify these items.
- The planner converts the past-due planned order into an actual firmed order (Purchase Order, Production Order, etc.). The firmed order retains the past date initially.
- The planner then navigates to the Inventory Planning Exceptions (AM403000) screen. The newly firmed order is now flagged with an Expedite or Delete exception message.
- The planner manually opens the actual PO/Production Order document and updates the Promised Date to a realistic, achievable future date that accounts for the current lead time.
My questions for the Everyone are:
- Is there any standard configuration in Acumatica (perhaps using the Grace Period, Time Fences, or other settings in the Inventory Planning Preferences form) that can mimic SAP's automatic forward-replanning behavior?
- Does the multi-step process we outlined above make sense as the correct, best-practice approach in Acumatica, or are we overcomplicating the workflow?
- Would creating a Business Event or a customization to automatically push the firmed order's promised date to the current date plus lead time be a viable and safe automation strategy to achieve a similar outcome to SAP?
- For those who have managed this transition, what key advice would you give the client's planning team to ease the pain of this manual process compared to SAP's automation?
We are using Acumatica version 25R1.
Thank you in advance for any insights!