Author: David Occhionero

Planning Priority – Base Configuration In this blog post we are going to briefly walk through some of the setups required for the new planning priority functionality in Planning Optimization.  This blog will be the first in a series as there will be several business scenarios that will need to be analyzed once the new service is in effect.  If you are investigating whether or not Planning optimization is right...

Release Announcement It has been announced that the public preview for sourcing products from multiple vendors will be in December 2022, with general availability in February 2023.  This is a welcome addition to D365 as this is a requirement that several of our clients have asked us about.  There currently are no screen shots or videos that have come with this release, but it appears that a rule will be...

Make to order supply automation feature notes There is a new feature that was released in Microsoft Dynamics 365 Supply Chain  which this post will describe in detail.  The feature name is called “Make-to-order supply Automation” and it will need to be enabled in Feature Management.  Note: This can be used with base MRP.  There is no need to activate MRP Optimization to realize these benefits Capacity Load:  Resource and...

Landed Costs – Applying costs directly to items The landed costs module allows users to add costs related to imported goods through the use of cost type codes.  These cost type codes are created in the landed cost module and are configured to appropriate post costs at certain times.  These cost type codes are then used to estimate costs at the time of the voyage’s creation.  They also can be...

Reconciling costs Landed costs can be applied to purchase and transfer orders, but this blog will focus on the purchase order side.  The landed cost functionality provides accounting with appropriate tools that simplify the reconciling of costs related to overseas material.  This specifically relates to the cost types that are setup as part of the configuration of the module.  These cost types can be manually added to orders or come...

Phantom BOMS can be used in D365 in environments where there can be several levels of BOMS. These BOMS prevent the stocking of intermediate inventory This setup allows for quicker processing of orders and BOMs BOM Explosions can be leveraged on PO’s for purchasing the components The setup An item is classified as a phantom on the released product BOM Setup A BOM header and version is setup for the...

Production sequencing is a function in D365 Production control that is not always configured.  An example of sequencing an be applied to a fictional company who uses D365 for producing craft beers.  The facility may only have a couple of tanks and the beers to produce in each of these thanks may need to be sequenced to maximize run times and quantities and minimize cleanups. The scenario Let’s assume that...

I have recently come across a few instances of Dynamics (2012 and D365) where users are not aware of the period template and how it can be used in MRP.  This setup is by no means mandatory, and if it is not configured it is not a big deal, but you may be missing out on some D365 capability. Step 1 The first setup requires a period template to be...

A common request that we come across during requirements sessions relates to vendor forecasting and how it is executed in D365.  A great form to wwork with is the item requirement statistics screen that is found in master planning.  When the filters are established, and there are many to select from, this screen provides a listing of all planned orders that will be generated “x” number of days out.  Unlike...

The master planning workspace that comes with D365 contains out of the box filters that are extremely valuable to organizations who are looking for quick decisions on urgent orders. The form opens with tiles around planned orders, calculated delays, and actions which can be clicked, and worked on from another form.  This pane also shows the last time the plan and/or intercompany plan ran, and the plan can be run...