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Collaborate on supply plans within and across teams

Enabled for Public preview General availability
Users by admins, makers, or analysts Sep 12, 2024 Dec 27, 2024

Business value

Master planning is a complex process that considers many factors when deciding which goods and materials to order to keep the business running smoothly. Multiple supply planners, production planners, material managers, and other stakeholders participate in the process. As a result, users working within and across teams often collaborate while entering relevant data and preparing and reviewing each plan.

To collaborate effectively, all contributors need access to the same up-to-date information. Dynamics 365 Supply Chain Management now provides greatly improved support for master planning collaboration because it continuously recalculates your master plans and refreshes them after each change. All planners and other stakeholders see the latest, fully optimized planning results as they evaluate and update each plan.

Feature details

Master planning calculations use a lot of computer resources. To save resources, companies usually schedule these calculations to run overnight when the system isn't busy. This scheduling gives you a new set of optimized plans to review at the start of the next business day. Supply planners, production planners, and material managers can review and update each master plan throughout the day to handle new issues, like material delays, machine breakdowns, or changing priorities. As the day goes on, each modified plan becomes less optimized and harder to work with until the system recalculates the plans overnight.

Because the planning engine in Supply Chain Management works in parallel with the rest of the system, it can recalculate master plans during the day without affecting overall system performance. All collaborators always have access to freshly optimized supply plans. This approach ensures the best use of materials and capacity, and it minimizes delays when providing products to customers.

Additional resources

Calculate sales order delivery dates using CTP (docs)

Master planning considerations and set up (learn)