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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Planning Optimization ...
Supply chain | Supply Chain Management, Commerce
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Planning Optimization vs Master Planning

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Posted on by MStauffer 3
Good morning,
 
I am new to my role and I am looking for some guidance. We currently use Master Planning but it has failed the last 3 days. I had started researching switching to Planning Optimization but hadnt actually tested anything. I am working on testing it today in our test environment and will be running MP & PO and comparing. My question is, if it all looks to be good, would you recommend I turn it on in our PROD environment? Are there risks involved to do this?
 
 
Thank you for your help!
  • Suggested answer
    ColbyGallagher Profile Picture
    ColbyGallagher 3,664 on at
    Planning Optimization vs Master Planning
     
     
    You sort of can't run planning optimization and master planning side by side, but there is a trick to do it in a limited fashion.  Follow the steps to enable planning optimization, install the add-in in LCS, enable in D365, create a clone of your standard master plan with a new name, then schedule a batch job to run your clone plan at the same recurrence as inbuilt master planning against your normal plan.  Give this batch job a slightly different name, and schedule it to run in batch / recurrence.  THEN disable planning optimization.  This batch job will still run planning optimization and generate a parallel plan that you can review vs. your normal plan.   You'll need to make sure you still have the inbuilt master planning running against your normal plan too for comparison.    
     
    In terms of "should I do this in PROD?":  If the planning optimization fit analysis doesnt tell you that you have any issues, I'd be fine with doing this in PROD as your changes are not permanent by any means.  You might want to try the process out first in a sandbox to get comfortable. 
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    andreasraithel Profile Picture
    andreasraithel 4,823 Super User 2024 Season 2 on at
    Planning Optimization vs Master Planning
    Hy,
    first of all I would consider your requirement for the planing. Are you production company or are you trading goods? Do you have BOM's? What should be planed? What kind of document should be genereted? Do you need mulitple plans?
    Depending on this and a couple of other questions there should be plan how the planing could be used and how to setup the all the parameters for the planing.
    And then test it as it will be in the real business and compare the outcome (planned purchase orders, planned productoin or even released PO's, planned transfer Orderrs, ... ) with your expectation on a test environment. 
    If this is fine you can move all the configuration and the setup to the production.
     
    Depending on the setup there could be for sure some risks as doubled orders or missing PO's.
    Hope this helps.

    Herzliche Grüße / kind regards,

    Andreas Raithel
    D365FO Solution Architect

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