Getting Started

App Installation and Prerequisites

System Requirements

• Dynamics 365 Business Central (Essential or Premium edition).
• Permissions to install apps from Microsoft AppSource.
• Items using tracking (Lot, Package, or Serial No.) to benefit from Advanced Planning logic.

Optional Bricklead Extensions but recommended:

• Inspection Status
• Quality Requirements & Specifications (QRS)

Application Requirements

• Only Advanced Planning logic applies to tracked items (lot/package/serial). Non-tracked items follow standard planning behavior.
• Exclusions depend on configuration (expired/blocked tracking).
• Planning allocation assumes FEFO (earliest expiry consumed first).
• Integrations can extend exclusion rules to include Inspection Status and Quality Requirements & Specifications (sell-by / shelf-life).

Installation Steps

• Navigate to Extension Management in Dynamics 365 Business Central
• Search for “Advanced Planning by Bricklead” in AppSource
• Select Install and accept the terms and conditions
• Wait for installation completion (typically 2-3 minutes)
• Refresh your browser to see new menu items

Firts Steps with Advanced Planning

Run Assisted Setup

• Use the Search and look for Advanced Planning Assisted Setup.
• Follow the guided steps to configure planning exclusion rules.
• Default options include:
  • Excluding blocked tracking
  • Excluding expired tracking
• The values defined here are saved to Advanced Planning Setup.

Review Advanced Planning Setup

• Open Advanced Planning Setup from the Search menu.
• Review and adjust the exclusion settings if needed:
  • Exclude Blocked Lots
  • Exclude Blocked Packages
  • Exclude Blocked Serial Nos
  • Exclude Expired Tracking
• These settings control how eligibility rules are applied during planning.

Run Your First Planning Calculation

• Open the Planning Worksheet.
• Set filters for:
  • Item No
  • Location Code
  • Variant Code (if applicable)
• Run Calculate Regenerative Plan as usual.
• Advanced Planning applies eligibility rules automatically during the calculation.

Analyze Planning Results

• From the Planning Worksheet, choose Log Planning Information.
• Review:
  • Which lots were included or excluded
  • The reason for exclusion (expired, blocked, inspection status, sell‑by)
  • How supply and demand were balanced
• Use this page to validate results before carrying out action messages.

Key Pages and Their Purpose