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Hello Dynamics BC365 Community!
I am currently working to run the MPS and MRP in the Planning Worksheet and am running into an issue related to cancelation of existing supplies (Action Message: Cancel) and creation of new supplies (Action Message: New).
In the nature of our Supply Chain, we do not have the option to change an existing Purchase Order that has not been closed. That is, it would cause mass confusion internally and at our vendors to reconcile a change to an existing Purchase Order document. Once a PO is issued to a vendor, it will never change.
With excessive validation testing (i.e. changing Planning Parameters on the Item Cards and re-running Regenerative or Net Change to determine sensitivities) I have found that Dampener and Rescheduling Period fields only change a pair of Cancel and New Action Messages to a Reschedule and Change Qty Action Message, which as stated above, cannot be used due to nature of our Supply Chain and policy for Purchase Order documents.
My goal is to run a Regenerative or Net Change plan to output only new Assembly Orders and New Purchase Orders, where the supply quantities represent total of supply needed less the existing supply quantities in the form of Assembly Orders and Purchase Orders existing before the Start Date.
Based on my experience in other systems and the lack of uniqueness in how I issue and manage PO's with Vendors, I assume Dynamics BC365 can handle this functionality.
Looking forward to feedback!
Regards from an,
IdiotinDisguise
Hey Guy,
We're back working to tune our supply planning with Dynamics 365 BC.
After some more reading and re-reading of Microsoft documentation and forum posts to find what I do not know, I jumped into empirical tests to check sensitivities of Planning Parameters on Calc. Regen. Plan Planning Worksheet output.
I found that the Lot Accumulation Period field could be causing my MRP output to suggest surplus supply.
Below is detail for my test specimen: supplies and demands that exist for an Item, (lets call its A) that is a child item on parent Item (B). Parent B is a sellable product. To prevent a red herring, information for B is only to clarify demands on child A.
Existing Supplies and Demands for A (before Calc. Regen. Plan):
Existing Supplies and Demands for B:
The MRP output I am looking for would be a single Purchase line for 50pcs of A, therefore covering all of its demand in the system. I have total existing supplies of 122pcs for A, and total demand of 172pcs for A, therefore I only need an additional supply of 50pcs to cover all of A's demand.
With no Lot Accumulation Period, I do get the correct total quantity to cover demand of A, where demand is required quantity to build B (which is only demand for A). But the output is 3 separate Purchase lines. That is, a Purchase line for 34pcs, 11pcs, and 5pcs.
In the ideal case, I want to 'combine' the 3 separate Purchase lines into 1, therefore generating 1 line on a Purchase Order document if Action Message is carried out. Hence my use of the Lot Accumulation Period.
With a Lot Accumulation Period, I get 1 Purchase line on the Planning Worksheet, but for 100pcs. Therefore creating a surplus of 50pcs. Note that the Planning Flexibility on the Purchase Order document for 50pcs of A is 'None'.
Hi idiotindisguise,
Glad the response is along the lines of what you are after.
Regarding your point about handing off a well configured planning system to a less skilled user.
I would advise you to properly assess your risks in this area. The ability to do this successfully very much depends on factors such as your reordering policies, use of forecasts, order modifiers, lead times, material costs and rates of stock turn.
I would frame the planning worksheet in general as not idiot proof. What it does do is provide a stock replenishment owner the necessary tools to make informed decisions but it does not totally deskill the process.
Max qty re-ordering on fast turning or low value products is pretty low risk. Conversely, buying high MOQ or high cost products with a long lead time and / or low stock turn can be a budget risk.
I think it is perfectly possible to de-skill lots of the planning process but not all of it. I had around a dozen separate filters for planning which would be run at different frequencies. E.g. daily, weekly, monthly activities and very clear instructions that enabled less skilled users to run most, but not all replenishment.
Lot for lot with long lead times is the replenishment setup that is most likely to continue providing exception messages. Maybe try something more simple if handing over planning and this is a problem.
Hello,
Yes, if you set the value = NONE then it will default every Purchase Line to NONE.
Thanks,
Steve
Hey Steven,
Thanks for your comment about setting this up to be automated in the future!
For clarification, will the InitValue = "None" set Planning Flexibility as 'None' for all future Purchase Order Lines created? Or will it additionally set all existing Purchase Order Lines with Planning Flexibility 'Unlimited' to have Planning Flexibility 'None'?
Regards from an,
IdiotinDisguise
Hello,
Adding to Guy's reply... Planning Flexibility on the Purchase Line should be set to None. However, this is a manual task. To make this automated on insert of a Purchase Line, with Type = Item, go into the properties for the Planning Flexibility field in the Purchase Line table and set the InitValue property to "1"or "None". This step you will need your Partner to assist the customization. Contact them for the change.
Hope this helps.
Thanks,
Steve
Hey Guy,
Thank you for your response,
Yes! The Planning Flexibility field's functionality does appear to be what I am looking for.
To clarify, I do want the line items on any and all Purchase Orders for components to be respected as a Supply (so that they are netted out of total quantity of components need to meet material requirements of MPS) but cannot 'modify' them in any way after they have been issued to a vendor.
Based on your final comments about Exception Action Messages, I am concerned about mistakenly creating Purchase Orders for surplus components/materials due to miss-interpreting the cause of an Action Message.
I'll do some testing with it an see if there are any other questions related to the Planning Flexibility field's functionality.
Ideally, we want to hand off a well configured master planning system, with Replenishment and Planning Parameters and forecasting inputs to a less a experienced individual. Then simply, direct them to hit Calculate Regenerative Plan to update our Assembly Orders and create new Purchase Orders, but it appears some line by line decision making will be required.
Regards from an,
IdiotinDisguise
If I understand correctly, you don’t want BC to suggest moving or amending a PO.
The function you need is planning flexibility. Expose this field on both the purchase order lines and the planning worksheet.
By default, any PO’s or planning lines will be created with planning flexibility = unlimited. You can change this to none on existing PO’s and BC will then recognise this is an order it cannot change. Set it to none on a suggested planning line and that will copy through to the PO line.
However, you now need to be careful when running planning. Imagine you have a large PO due on 20th of the month and planning identifies a need for a receipt on the 19th. You will get a new planning suggestion.
I strongly recommend not respecting planning parameters for exception orders when setting your planning filters and carefully managing any exception suggestions. Item availability by event is your friend to identify if suggestions are a genuine need for more inventory or a timing issue with receipts vs demand orders.
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