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Master planning in Dynamics 365 Supply Chain Management

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Supply Chain Courses Supply Chain Management Courses Demand Forecasting Courses Configuration Management Courses

Course Description

Overview

  • 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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