D365 Exclude Sales Orders/Lines from Master Planning

Microsoft’s D365 recently introduced new features that allow a user to select specific sales orders or sales order lines to be excluded from the master planning calculations. This has been a long sought after capability for businesses that desire a customer’s order to be booked, but require a customer’s credit or drawing approval, for example, before procurement and manufacturing will be started. This exclusion feature can also reduce the risk exposure of a company by holding back operational activities until the order details are finalized.

Configuration

Your D365 Supply Chain Management must be version 10.0.36 or later. You must have the Planning Optimization service enabled.

Enable these two new features in Feature Management:

• Ignore specific transaction types using Planning Optimization
• Exclude specific sales orders or sales order lines in Planning Optimization

In each static and dynamic master plan, enable the Exclude specific transactions parameter found in the General tab.

Setting a sales order or sales order line to be excluded from master planning

Sales orders can now be excluded from Planning Optimization calculations if the user sets a new parameter on the order header ‘Master planning’ fast tab.

Setting this parameter to ‘Yes’ will automatically set all new and existing sales order lines to be excluded from master planning without a prompt or warning. If changing this parameter to ‘No’ from ‘Yes’, the system will automatically reset all of the existing, and new sales order lines setting to ‘No’.

To exclude an individual sales order line from master planning, set the parameter found on the sales line detail’s Sourcing tab to ‘Yes’.

Microsoft’s D365 Planning Optimization service continues to improve with useful features like this. If you need help moving your Master planning to the next level, connect with Strabo Partners to help guide you through it.