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Master planning in Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

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Overview

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Module 1: Businesses in any market, such as retail, manufacturing, distribution, services, and public sector organizations, need functionality to help them plan for demand and supply of products and services during the course of short or long-term operations. Get to know the Master planning feature of Dynamics 365 Supply Chain Management to streamline your planning, based on pre-determined factors, to efficiently plan what materials need to be purchased, transferred, or manufactured.

In this module, you will learn how to:

Set up and configure master planning.
Set up demand and supply forecasts.
Configure calculated delays.
Configure intercompany master planning.
Run plans and firm planned orders.

Module 2: Learn about the Planning Optimization Add-in which enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database.

In this module, you will:

Review the architecture of the Planning Optimization Add-in.
Identify the benefits of using Planning Optimization.
Discover the performance improvements within Planning Optimization.

Syllabus

Module 1: Configure and use built-in master planning in Dynamics 365 Supply Chain Management

Introduction
Master planning considerations and setup
Master planning parameters page
Create a master plan
Demand forecasting
Coverage settings
Action messages
Configure intercompany planning
Run plans and firm planned orders
Exercise - Firm a planned order
Exercise - Change a planned order type
Exercise - Create and run an intercompany master plan
Check your knowledge
Summary

Module 2: Use Planning Optimization in Dynamics 365 Supply Chain Management

Introduction
Install the Planning Optimization Add-in
Integration and fit analysis
Apply filters to a plan
Master planning with demand forecasts
Master planning and purchase trade agreements
Safety margins
Coverage time fences
Approved planned orders
Generate planned production orders
Analyze and approve planned orders
Auto-firming
Planning with negative on-hand quantities
View history and planning logs
Cancel a planning job
Exercise - Set up purchase trade agreements for Planning Optimization
Exercise - Approve a planned order
Check your knowledge
Summary

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