MEAPSA

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

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.

Business User

Functional Consultant

Dynamics 365

Finance and Operations

Supply Chain Management

Module Objectives

In this module, you will learn how to:

Set up and configure master planning.
Use the Supply schedule page.
Set up demand and supply forecasts.
Configure calculated delays.
Configure intercompany master planning.
Run plans and firm planned orders.

Units

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

Prerequisites

General knowledge of supply chain management
General knowledge of inventory procedures
Knowledge of procure-to-pay procedures
Knowledge of order-to-cash procedures
Ability to use Dynamics 365 Supply Chain Management for basic processing