Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Suggested answer

Planning Optimization Restrictions Based on Business Rules

(1) ShareShare
ReportReport
Posted on by 35
How can I take in consideration for the Planning Optimization process some limitation regarding product characteristics, warehouse aspects and so on.
 
Is there a way to configure Planning Restrictions based on Business Rules????
 
 
Thanks
 
 
  • Suggested answer
    CL365JB2024 Profile Picture
    CL365JB2024 26 on at
    Planning Optimization Restrictions Based on Business Rules
    Hi,
       The batch Disposition code has several options/combinations
     
    You can still maintain the item as "available" and limit the usage for production
     
    Try the options under the Production section to fit with the mentioned scenario  
     
  • AH-29041458-0 Profile Picture
    AH-29041458-0 35 on at
    Planning Optimization Restrictions Based on Business Rules
    Dear Juan, thank you for your reply, I have some questions back.

    Related to example 3, you mentioned that you can consider a batch as unavailable by using the Batch Disposition Code
    I don't want to consider the batch as unavailable, I require to not mix batches with different batch numbers.

    Did I misunderstood Something?

    Thanks in advance,

    Abraham

    -----------

    Example 3: 

    You can use Batch Disposition Codes to manage the availability of batches for master planning, reservation, picking, and/or shipping. You can assign batch disposition codes to inventory batches to indicate whether each batch is available for master planning. In your case, you can set up a disposition code that makes a batch unavailable if it has a different batch number than the one currently being processed in the laundry final process.

    You can also use Priority-based Batch Scheduling to manage the order in which tasks are run across available batch servers. This feature lets you define priorities for batch groups.
     
  • Suggested answer
    CL365JB2024 Profile Picture
    CL365JB2024 26 on at
    Planning Optimization Restrictions Based on Business Rules
    Hi, Some answers:
     
    Example 1:
     
    You can use Batch Attributes to assign a classification number to a production batch. Batch attributes are characteristics of raw materials and finished products that makeup inventory batches. For example, you can assign an attribute such as "can only be used to be colored in dark tones" to a batch. You can search on batch attributes when you reserve batches.
     
    -----------
     
    Example 2: 
     
    As mentioned in the previous response, you can set up a new resource for the 600-liter capacity laundry machine, assign capabilities to your resources, create your production orders for the 3 items, and run the master planning process. The system should schedule them on the 600-liter machine to optimize resource usage.
     
    -----------
     
    Example 3: 
     
    You can use Batch Disposition Codes to manage the availability of batches for master planning, reservation, picking, and/or shipping. You can assign batch disposition codes to inventory batches to indicate whether each batch is available for master planning. In your case, you can set up a disposition code that makes a batch unavailable if it has a different batch number than the one currently being processed in the laundry final process.
     
     
    Best regards,
    Juan
  • Guy Terry Profile Picture
    Guy Terry 28,684 Super User 2025 Season 1 on at
    Planning Optimization Restrictions Based on Business Rules
    Example 1
    Is knitting a production order that produces items that are consumed in laundry production orders? And knitting produces an un-coloured item, and laundry is used to add colour to the item? I'm going to assume Yes.
     
    This means we run a knitting production order, and we create an item that can be consumed to make dark items.
    And probably we can also run knitting production orders to create an item which can be consumed to make light items, maybe?
     
    Or is it that when you run knitting production, you can create an item that can be used for anything, but this time, I want to make sure it's only used to make dark items? And some other time I might decide I want to make sure it's only used to make light items?
     
    Example 2
    You have a resource which has a capacity of 600, and production orders for 200. And you want to run 3 production orders in parallel on the resource.
    Honestly I don't know how to do this; luckily never had a requirement like this.
     
    I think the questions you are asking point to the fundamental design of your production processes. Is your organisation not working with some production consultants who can get to know your processes in real detail and propose the best solutions?  
  • AH-29041458-0 Profile Picture
    AH-29041458-0 35 on at
    Planning Optimization Restrictions Based on Business Rules
    I appreciate your reply GuyUK!

    Example 1:
    I have two main processes, knitting, and laundry.
    After I finish the knitting process, I assign a classification number to that production batch.
    For example, "This production batch can only be used to be colored in dark tones"
    How can I reflect that in my Master Planning?
    ----------------------------------------------------
    Example 2:
    I have 3 items, each has its route that finishes with the coloring process (in this case to color yellow)
    I have 3 production orders, each order is assigned to a laundry machine of 200-liter capacity
    In the end, I need to program the 3 orders in a 600-liter capacity laundry machine to optimize resources (considering the color is the same on the 3 orders).
    How can I reflect that in my Master Planning?
    ----------------------------------------------------
    Example3:
    I have a process that runs over a schedule to guarantee fabric characteristics.
    Each production order has its batch number.
    In the laundry final process, NO different batch numbers can be processed together.
    How can I reflect that in my Master Planning?
    ----------------------------------------------------
  • Guy Terry Profile Picture
    Guy Terry 28,684 Super User 2025 Season 1 on at
    Planning Optimization Restrictions Based on Business Rules
    Can you give any examples of what you need? Business rules is a very generic phrase.... everything I configure in F&O is ultimately done because of a business rule or requirement. Same with the phrase Planning Restriction. I must order this item from this vendor is a restriction. I must give this vendor 2 weeks lead time. I must maintain on-hand of 100 units. These are all restrictions and all configured in a different way. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans