Hi I'm Beatriz Nebot. I'm a program manager for Dynamics
365 Supply Chain Management and I'm going to show you
the new master planning setup wizard in version 10.0.5.
The wizard will help you set up parameters for
your master plans. A master plan supports
your organization's daily working operations, simulates different planning strategies that
you may want to monitor, and helps implement organizational policies.
To start the wizard,
go to the Master plans page. Select the master plan
that you would like to configure
and select Setup wizard. On the Welcome to the Master planning
setup wizard page,
select Next to continue. On the Specific requirements for your
company page,
indicate how many items you're planning for and how many
planned orders
you expect every time you run Master planning. In this
example,
I'll enter 5000. You also need to indicate if you
manufacture any of the planned items,
and if so, what's the highest bill of material (or
BOM) level among the manufactured items. After you complete this
page, select Next to continue. On the Scope of the
current plan page, you can specify details about the current
plan. For example,
you can specify the number of days in your planning
horizon,
whether you'd like to freeze orders for a period of
time,
whether you would like to use a forecast plan,
and whether you'd like to include demand from approved requisitions.
If you have questions about the options on this page,
select Learn more to read about each option. Select Next
to continue to the next page of the wizard.
If you indicated that you manufacture any of the planned
items,
the Scheduling options page is displayed.
Indicate whether you need to schedule operations divided into
individual jobs, use the
capacity of the resources, sequence planned orders,
and plan orders for all elements in the bill of
materials.
Select Next to continue. On the Updates of demand and
supply page,
indicate if you would
like master planning to automatically firm planned orders, suggest action
messages to optimize your supply plan,
or calculate feasible, planned dates for orders when they
cannot be fulfilled.
There are also options to specify the types of orders
you would like to recalculate.
The last option on the page enables you to indicate
if you'd like to plan orders in the
past. Select Next to continue.
The last page
of the wizard, called Summary of your changes,
enables you to review the current configuration of the master
planning parameters and the new configuration. Review the options and change
the value, if necessary.
To view all parameters that can be changed through
the wizard, select Show all parameters. To understand more about
the suggested changes
and to read configuration examples, select Learn more.
When you click Finish, the changes on this page are
applied to your plan and your legal entity.
For more information, see master planning setup wizard
on docs.microsoft.com. Thanks for watching!
