Factory Planning Worksheet Template and Names
The Factory Planning Worksheet Template and Factory Planning Worksheet Names define the foundation for managing batches on the Factory Planning page. These structures allow planners to organize their scheduling activities into named worksheets—similar to how Planning Worksheets or Requisition Worksheets work in standard Business Central.
Each worksheet template can have multiple named batches, enabling planners to work on different production lines, locations, or planning strategies in parallel.
Setup
The Factory Planning Worksheet Template defines the top-level grouping of worksheet batches.
| Field | Description |
|---|---|
| Name | Unique identifier for the worksheet template. |
| Description | A human-readable name or note for the template. |
Each Factory Planning Worksheet Template can contain multiple Worksheet Names, which act as individual planning batches users can work in.
| Field | Description |
|---|---|
| Worksheet Template Name | The template to which the batch belongs. |
| Name | The unique batch name. Used to select the working context in Factory Planning. |
| Description | Optional batch description. |
Business Rules
Factory Planning Worksheet Template
- A default template is created on installation:
- Name = PLANNING
- Description = Factory Planning Worksheet
- If the user deletes all worksheet templates, the system will automatically re-create the default template the next time the Factory Planning page is opened.
Worksheet Names
- A default worksheet name (batch) is created under the default template:
- Worksheet Template Name = PLANNING
- Name = DEFAULT
- Description = Default Journal
- If the user deletes all worksheet names and opens the Factory Planning page, the system will automatically recreate the default batch.