Master planning


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use Master planning to perform the following business processes:

  • You can run forecast scheduling to calculate gross requirements for forecasted demand.

  • You can run master scheduling to calculate net requirements for items to fulfill actual demand.

  • You can process the action messages and futures messages that are generated during master scheduling. You can use this information to modify planned orders.

  • You can process planned orders and kanbans.

Business processes

Master planning business process diagram

Master planning at a glance

Important tasks

Primary forms

Master planning parameters (form)

Run forecast scheduling

Forecast scheduling (class form)

Run master scheduling

Master scheduling (class form)

View item requirements

Net requirements (form)

Maintain planned orders

Planned orders (form)

Integration of Master planning

Master planning can be integrated with the following modules and Microsoft products:

See also

Setting up and maintaining Master planning

Working with Master planning

Microsoft Dynamics AX reports