Get started with master planning

Master planning in Supply Chain Management is provided by an external service called the Planning Optimization Add-in for Dynamics 365 Supply Chain Management. This article explains how to obtain and set up that service.

Availability

Planning Optimization is currently available in the following Azure geographies: United States, Canada, Brazil, Europe, France, United Kingdom, Norway, Switzerland, Australia, Asia Pacific, Japan, and India. If you try to install the add-in from another geographic region, then LCS will show a message that this geographic isn't supported. For more information about Azure geographies and the related regions, see Azure geographies.

Note

Planning Optimization doesn't support on-premises deployments of Dynamics 365 Supply Chain Management.

Licensing

If you can run master planning by using your current license, you don't have to buy an additional license to start to use Planning Optimization.

Install and enable Planning Optimization

To use Planning Optimization, you must make sure your system has all of the prerequisites in place and then enable its license key and install the Planning Optimization Add-in for Dynamics 365 Supply Chain Management.

Prerequisites

Before you install the Planning Optimization Add-in, the following prerequisites must be in place:

  • You must be running Supply Chain Management on an LCS enabled high-availability environment, tier 2 or higher (not a OneBox environment), with Dynamics 365 Supply Chain Management version 10.0.7 or later. If you try to install the add-in on a OneBox environment, the installation won't complete and you'll need to cancel the installation.

  • Your system must be set up for Power Platform integration. For more information, see Microsoft Power Platform integration with finance and operations apps.

  • You must sign in to your Power Platform environment using an account with administrator privileges and an access mode of Read-Write. If you get an error message regarding missing user permissions while installing the Planning Optimization Add-in, follow these steps:

    1. Go to the Power Platform admin center.
    2. Open the environment where want to install the add-in.
    3. Go to Settings > Users and select your user account from the list to see its details.
    4. From your user details page, select the Client Access License (CAL) information link.
    5. On the Client Access License (CAL) information page, make sure that Access Mode is set to Read-Write.

    For more information about licenses and access modes for the Power Platform, see Create a Power Platform admin account.

Enable the Planning Optimization license

To use Planning Optimization, you must enable its configuration key. To do so:

  1. Put your system into maintenance mode, as described in Maintenance mode.
  2. Go to System administration > Setup > License configuration.
  3. On the Configuration keys tab, select the check box for Planning Optimization.
  4. Turn off maintenance mode, as described in Maintenance mode.

Install the Planning Optimization Add-in

You must install the add-in from your LCS project and then turn on the Planning Optimization functionality from the Supply Chain Management user interface.

To install the Planning Optimization Add-in:

  1. Sign in to LCS, and open the desired environment.
  2. Go to Full details.
  3. Scroll down to the Environment add-ins FastTab.
  4. Select Install a new add-in.
  5. Select Planning Optimization.
  6. Follow the installation guide, and agree to the terms and conditions.
  7. Select Install.
  8. On the Environment add-ins FastTab, you should see that Planning Optimization is installing.
  9. After a few minutes, Installing should change to Installed (you may need to refresh the page). When installed, you're ready to activate Planning Optimization in Dynamics 365 Supply Chain Management.

The main purpose of installing the Planning Optimization add-in is to connect the service and the environment. Therefore, you must install the add-in separately on each environment where you'll use Planning Optimization, regardless of any code moved between the environments.

Integrate Planning Optimization with your system

To configure whether the Planning Optimization Add-in should be used for master planning, go to Master planning > Setup > Planning Optimization parameters.

Connection status

The connection status indicates the current status of the connection between Supply Chain Management and the Planning Optimization service. The following table shows the possible values.

Connection status Description Can Planning Optimization be used?
Connected A connection has been established between the Planning Optimization service and Supply Chain Management. Yes
Enabling connection A request to turn on the connection to the Planning Optimization service is currently in progress. No
Disconnected There's no connection to the Planning Optimization service. The connection can be turned on from LCS, as described earlier in this article. No
Disabling connection A request to turn off the connection to the Planning Optimization service is currently in progress. No
Getting status The system is waiting for status information from the Planning Optimization service. No

The Use Planning Optimization option

The setting of the Use Planning Optimization option determines which planning engine is used for master planning:

  • Yes – Planning Optimization is used for master planning.
  • No – The deprecated master planning engine is used for master planning.

This setting applies to all legal entities (companies). It isn't possible to use Planning Optimization in some legal entities and the deprecated master planning engine in other legal entities.

Note

If existing planning batch jobs that were created for the deprecated master planning engine are triggered while the Use Planning Optimization option is set to Yes, those jobs will fail.

Integration with the setup

If the Planning Optimization is turned on, master planning is done by using the Planning Optimization Add-in. In this case, master planning results and features are affected.