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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Hierarchy of Settings ...
Supply chain | Supply Chain Management, Commerce
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Hierarchy of Settings in Planning

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Posted on by Moribund 208

Hi,

I have read conflicting information about the hierarchy of planning parameters. Meaning that if the same field was enabled (and a value set)  in multiple screens the system would use the following order to determine the value to use...

  1. Master Planning Parameters
  2. Master Plans
  3. Forecast Plans
  4. Coverage Groups
  5. Item Coverage

I understand that the settings in 5 can be set to override those in 4

Is this hierarchy correct as most ERP systems I've used start with the more detailed record and if there is no setting the system moves up the chain to a less specific setting?

I noticed for example that if I set my forecast plan to 365 days coverage and my coverage group to 180 days I get 180 days worth of planned orders. If I run the forecast through master planning (using a forecast model) and 365 day time fence, it overrides coverage and creates a years worth of planned orders

If I set coverage on my coverage group to 30 days but set coverage on my master plan to 90 the master plan parameter is used. 

So is the above hierarchy correct except for forecast plans? Is there a documented hierarchy anywhere?

Thanks in advance 

Moribund

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I'm also very interested in this subject as I'm confused when it comes to the documentation. Also not too sure how this all works with the new Planning optimization just released.

  • Moribund Profile Picture
    Moribund 208 on at

    I'm not sure were going to get an answer on this

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    If you run Master planning (and even if you are using a Forecast model), then you are not using or populating a Forecast plan, and the settings on the Forecast plan are not relevant.

    The hierarchy used for Coverage settings is:

    • Coverage group set at Master planning parameters
    • Coverage group set on Item
    • Item coverage

    with Item coverage taking priority (if it is set).

    If you are running Forecast planning, then my guess is that the Time fences set on the Forecast plan override the Time fences set elsewhere. However, I have read that the Safety margins set on the Forecast plan are cumulative with Safety margins set elsewhere.

    If you are running Master planning, then you have a choice to override each time fence or not (and same warning about Safety margins applies here). Aside from Time fences and Safety margins, there are no other parameters which are found on both Coverage and Master/Forecast plan.

  • Moribund Profile Picture
    Moribund 208 on at

    Thanks for the detailed response Guy.

    To clarify if I set item coverage (tick override and enter values) - these values will override both the coverage group and master plan parameters (if the same time fence has been set on all three)

    In my case when running a forecast plan the coverage group time fence (365 days) was prioritised over the one set on the forecast plan (180 days). This I found surprising.

  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi

    Yes, you are correct, and your findings are not completely surprising. It's probably common to configure the Coverage settings as needed for day-to-day planning activities (i.e. Master planning / Net requirements).

    When running a Forecast plan (Gross requirements), it is likely that longer time fences would be used.

  • Community Member Profile Picture
    Community Member on at

    @Guy Thanks so much for the clarification! Where does coverage group calendar fit into it all?

  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    You mean what does it do? Can't say I looked at it too hard since AX 2009. It's definitely complicated! You can use the Coverage group calendar to define which days the item can be received on, but according to this it may also affect the date on which you are suggested to re-order:

    docs.microsoft.com/.../supply-chain-calendars-master-planning

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