Get started with master planning - Supply Chain Management

This article provides a guide for users about how to utilize the master planning functionality in Dynamics 365 Supply Chain Management. It includes information on availability, licensing requirements, and set-up steps.

Key Details

• Article Title: Get started with master planning
• Platform: Dynamics 365 Supply Chain Management
• Audience: Application Users
• Date Last Updated: May 15, 2023
• Link: Read the full article

Steps to Get Started with Master Planning

1. Check Licensing and Availability:

   • Understand the requirements for using master planning, including any necessary licenses.

2. Access Master Planning Functionality:

   • Navigate to the master planning module within your Dynamics 365 Supply Chain Management application.

3. Configure Planning Parameters:

   • Set up the necessary parameters according to your business needs, ensuring optimal planning performance.

4. Run Planning Optimization:

   • Execute planning calculations to start generating forecasts and configuring supply chain needs.

5. Review and Adjust Plans:

   • Analyze the generated plans and make necessary adjustments to align with operational goals.

6. Monitor Master Planning Results:

   • Continuously assess the outcomes of master planning to ensure efficiency.

This structured approach guides users effectively in leveraging the master planning capabilities to enhance supply chain operations within Dynamics 365.

For further details, refer to the original article at Microsoft Learn.

Warehouse Handling for Inbound Loads in Dynamics 365 Supply Chain Management

This article provides a comprehensive overview of the warehouse handling process specific to inbound loads for purchase and shipment orders in Dynamics 365 Supply Chain Management. It emphasizes the systematic procedures required for effectively managing inbound loads, ensuring that users can navigate the handling processes efficiently.

Key Sections:

1. Overview of Inbound Loads

   • Inbound loads aid in organizing inventory and ensuring timely delivery of products from suppliers.
   • The process involves various steps to receive and process these loads in the warehouse.

2. Step-by-Step Process for Handling Inbound Loads

   • Create Inbound Load

     1. Navigate to the Inbound load management interface.
     2. Define the parameters for the load.
     3. Assign the load to a specific warehouse.

   • Receive Products

     1. Prepare to receive products through scanning or manual entry.
     2. Confirm the expected quantities and assess conditions.

   • Quality Check (if applicable)

     1. Conduct inspections based on predefined quality criteria.
     2. Record results and take necessary actions based on inspection findings.

   • Put Away Process

     1. Direct the products to their designated storage locations.
     2. Update the system with location details to maintain accurate stock levels.

   • Finalize Load Handling

     1. Complete the load handling process once all products are accounted for.
     2. Generate reports for inbound activities as needed.

3. Considerations for Managing Inbound Loads

   • Importance of accuracy in inventory management.
   • Utilizing technology (like scanners and mobile devices) to streamline processes.
   • Adhering to organizational guidelines and procedures to ensure compliance.

Audience

• Application users within the logistics and warehouse management departments.

Reference Article

For more detailed information, visit the original article: Warehouse handling of inbound loads for purchase and inbound shipment orders - Supply Chain Management | Dynamics 365.

Coverage Settings in Dynamics 365 Supply Chain Management

This article provides an overview of the coverage settings used in master scheduling to calculate item requirements. It also outlines various coverage codes that influence this process.

Key Coverage Settings

• Coverage Codes: These determine how demand is satisfied during planning.
• Planning Method: This defines how the system balances supply and demand for items.
• Coverage Group: Specifies the group of items to which specific coverage settings apply.

Coverage Code Types

1. Forecast: Aligns inventory levels based on forecast demands.
2. Manual: Requires user input for inventory requirements.
3. Min/Max: Triggers replenishments when inventory levels fall below a minimum or exceed a maximum.

Steps to Configure Coverage Settings

1. Navigate to Master planning in the Dynamics 365 interface.
2. Access the Coverage settings section.
3. Select the relevant coverage codes.
4. Apply the desired planning method.
5. Assign items to appropriate coverage groups.

Impact

• Accurate coverage settings ensure optimal inventory levels and efficient use of resources, improving overall supply chain performance.

For more detailed instructions, visit the original article: Coverage settings - Supply Chain Management | Dynamics 365

Master Planning in Dynamics 365 Supply Chain Management

Master planning is crucial for organizations to assess and align their future requirements for raw materials and capacity against business objectives. This overview provides insights into the master planning functionalities within Dynamics 365 Supply Chain Management.

Key Features

• Demand Forecasting: Anticipate customer demand to optimize inventory and production plans.
• Capacity Planning: Balance production capacity to meet forecasted demand while minimizing costs.
• Inventory Management: Effectively manage inventory levels across different locations.
• Order Management: Streamline the process from order receipt to fulfillment.

Benefits

• Improved visibility into supply chain operations.
• Enhanced ability to respond to market changes.
• Optimized resource utilization and reduced operational costs.

User Guidance

This module is primarily designed for Application Users who are responsible for managing supply chain operations within their organization. Users will benefit from understanding how to create and maintain effective master planning processes.

For detailed implementation and usage instructions, refer to the original article.

Read the full article here

Release to Warehouse Process - Dynamics 365 Supply Chain Management

The release to warehouse process in Dynamics 365 Supply Chain Management enables users to efficiently prepare and manage inventory for shipping and storage. This process initiates the transfer of items from production or receiving areas to designated warehouse locations.

Key Steps in the Release to Warehouse Process

1. Access the Release to Warehouse Form:

   • Use the WHSReleaseToWarehouse form or the specific variant related to your order type (Sales Order, Transfer Order, Outbound Shipment Order).

2. Select Orders:

   • Identify and select the orders that need to be released for warehousing.

3. Review Details:

   • Check all order details including quantities and items to ensure accuracy before the release.

4. Release to Warehouse:

   • Execute the release action to move the items into the warehouse system, generating the necessary documentations like picking lists.

5. Monitoring:

   • Use the WHSLoadPlanningWorkbench to monitor load planning and shipping assignments.

6. Completion:

   • Ensure order statuses are updated accordingly within the system, marking orders as released.

Additional Considerations:

• Templates:

  • Utilize WHSWaveTemplateTable or WHSWorkTemplateTable for configuring the release process.

• Outbound Load Planning:

  • Leverage the WHSOutboundLoadPlanningWorkbench for optimizing outbound shipping processes.

For further details, visit the Release to Warehouse Process documentation.