web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce Master Planning includ...

Supply chain | Supply Chain Management, Commerce

Unanswered

Master Planning including expired Sales Quotations and canceled opportunities

(3) Share

Report

Report

Posted on by Daniel DiLoreto

43

Does anyone know how to have Master Planning (both deprecated & Planning Optimization) exclude Sales Quotations under these either of these circumstances:

Sales quotation expiration date is < current system date of MRP
1. Note, quotation in status of Created or Sent
Sales quotation's linked opportunity status =
1. Canceled
2. Lost

D365_MasterPlan_GeneralSetting_QuotationsOptions_ProbabilityCallOutText.jpg

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Daniel DiLoreto 43 on at

Like (0)

Report
Copy link

Link copied!
We are seeing planned orders being generated in both those situations and are able to replicate in sandbox environment.

We are only aware of and these two parameters which we do have set

Navigation: Master planning ->Setup -> Plans ->Master plans

Select the appropriate plan

Fast Tab: General

Parameter Include sales quotations toggle = Yes

If no then sales quotations are not included at all

Parameter Probability % = 90

Help test within D365

if you selected the Include sales quotations option, you can select a probability percentage. The master scheduling calculation includes all project or sales order of the Quotation type that have the same probability percentage or higher.

Therefore we expect Sales Quotations that only meet these conditions are included in Master Planning

Linked opportunity AND has a probability >= 90%

This is the only Microsoft documentation I could find:
https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/finance-operations/dynamics365-supply-chain-management/consider-sales-quotations-planning-optimization

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1

André Arnaud de Cal... 78 Super User 2026 Season 2

#2

Laurens vd Tang 77 Super User 2026 Season 2

#3

Sagar Suman 36 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans