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Microsoft

Master planning in Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

Overview

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  • In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.

    In this module, you learn how to:

    • Set up master planning.
    • Use the Supply schedule page.
    • Set up demand and supply forecasts.
    • Set up calculated delays.
    • Set up intercompany master planning.
    • Run plans and firm planned orders.
  • Learn about how to use features within Dynamics 365 Supply Chain Management, 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 master planning features.
    • Identify the benefits of master planning features.
    • Discover the performance improvements within master planning features.
    • Learn about priority-based planning
  • Learn about Demand Driven Material Requirements Planning.

    In this module, you will:

    • Learn about the basic principles behind Demand Driven Material Requirements Planning.
    • Discover how to use inventory positioning.
    • Learn about buffer configuration.

Syllabus

  • Set up Master Planning in Dynamics 365 Supply Chain Management
    • Introduction
    • Master planning considerations and set up
    • Master planning parameters page
    • Create a master plan
    • Coverage settings
    • Action messages
    • Demand Forecasting
    • Run plans and firm planned orders
    • Set up and use the Supply schedule page
    • Exercise - Firm a planned order
    • Exercise - Change a planned order type
    • Deprecated master planning
    • Check your knowledge
    • Summary
  • Use master planning in Dynamics 365 Supply Chain Management
    • Introduction
    • Set up master planning add-in
    • Apply filters to a plan
    • Master planning with demand forecasts
    • Master planning support for capability-based resource allocation
    • Priority-based planning
    • Master planning and purchase trade agreements
    • Set up supply chain calendars
    • 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
    • Use item substitution for bill of materials
    • Exercise - Set up purchase trade agreements
    • Exercise - Approve a planned order
    • Check your knowledge
    • Summary
  • Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
    • Introduction
    • Demand Driven Material Requirements Planning (DDMRP) Overview
    • Inventory positioning
    • Buffer profile and levels
    • Demand-driven planning
    • Visual and collaborative implementation
    • Check your knowledge
    • Summary

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