Planning Engine Messages Dataset...

Before working with planning output, enable Material Requirements Planning and run supply planning. Access depends on enabled features, role permissions, and sharing settings. For analytics troubleshooting, also distinguish output generation from Workbook refresh: datasets do not use cached data by default, while pivot tables and charts have separate caching behavior.

What Should You Check Before You Begin?

The prerequisite guidance covers three checks: feature enablement, planning output, and data access. Its linked Workbook documentation explains refresh behavior. It does not describe new dataset fields or changed planning calculations, so use this as a readiness checklist rather than a guide to changes in planning logic.

How Do You Enable the Required Planning Features?

Material Requirements Planning must be enabled. The referenced supply planning procedure starts at Setup > Company > Enable Features and lists the following selections:

Subtab or condition	Features to enable
Company	Locations
Items & Inventory	Multi-Location Inventory; Advanced Inventory Management; Material Requirements Planning
If using NetSuite Manufacturing	Assembly Items; Advanced Bills of Materials; Work Orders

After making the selections, click Save. Accounts using a previous supply planning version may already have some features enabled; review the existing configuration before making changes.

The manufacturing selections are conditional. Do not treat them as a separate requirement for every user reviewing planning data: the procedure calls for them when the account uses NetSuite Manufacturing.

If your preparation includes a test account, the sandbox account refresh process is a separate topic. Likewise, inventory segmentation per location is not listed in this prerequisite guidance.

Why Must You Run Supply Planning First?

Run supply planning to generate planning output. Feature enablement and output generation are separate steps in the preparation checklist.

When information appears to be missing, check whether supply planning has been run before focusing on analytics refresh. Treat output generation and the refresh of available data as separate troubleshooting questions, rather than assuming that a refresh addresses both.

Access needs its own check. If users cannot access the data they need, ask an administrator to review their role permissions and sharing settings. Enabled features also affect access. The supplied guidance does not name exact permissions or permission levels, so it is not a dataset-specific permission matrix.

How Does Workbook Caching Affect Available Data?

By default, SuiteAnalytics Workbook caches data in pivot tables and charts after 60 minutes of inactivity, but datasets do not use cached data. The Cached Data in Datasets feature extends caching to datasets. When enabled, it makes datasets load faster and optimizes refresh across datasets and workbooks.

Refresh option	Documented behavior
Standard Data Refresh	Cached data is available only for pivot tables and charts.
Optimized Data Refresh	With Cached Data in Datasets enabled, datasets and workbooks can use cached or real-time data. The refresh option can be changed at any time.

For apparently outdated results, identify whether you are reviewing a dataset, pivot table, or chart, then check the applicable refresh option. Do not assume that default dataset behavior matches default pivot-table and chart caching.

Who This Affects

Administrators: Check feature enablement, role permissions, and sharing settings.
Supply planners: Run supply planning to generate output.
Workbook authors and analysts: Distinguish dataset refresh behavior from pivot-table and chart caching.
Manufacturing administrators: Review the conditional manufacturing feature selections.

Key Takeaways

Enable Material Requirements Planning and review the referenced supply planning feature checklist.
Run supply planning to generate output before investigating its availability.
Check access separately through features, role permissions, and sharing.
Distinguish default chart and pivot caching from optional dataset caching.

Frequently Asked Questions (4)

Which features need to be enabled before reviewing planning output?

Enable Locations under Company, and Multi-Location Inventory, Advanced Inventory Management, and Material Requirements Planning under Items & Inventory. If the account uses NetSuite Manufacturing, also enable Assembly Items, Advanced Bills of Materials, and Work Orders. Review existing settings first, since accounts on a previous supply planning version may already have some features enabled.

Do I need to run supply planning after enabling Material Requirements Planning?

Yes. Enabling the features and generating planning output are separate steps, so run supply planning before investigating whether the output is available. A Workbook refresh does not replace the planning run.

What should I check if a user cannot access planning data?

Check that the required features are enabled, then have an administrator review the user’s role permissions and sharing settings. These are separate access checks; the guidance does not define a dataset-specific permission matrix.

Why might a dataset behave differently from a pivot table or chart after a Workbook refresh?

By default, datasets do not use cached data, while pivot tables and charts cache data after 60 minutes of inactivity. Enabling Cached Data in Datasets extends caching to datasets, and Optimized Data Refresh lets datasets and workbooks use cached or real-time data. Standard Data Refresh makes cached data available only for pivot tables and charts.

Planning Engine Messages Dataset Prerequisites