Planning Optimization fit analysis

You should analyze the result from the Planning Optimization fit analysis as part of the migration process. Note that the scope of Planning Optimization is not equal to the current built-in master planning functionality. We recommend that you work with your partner and read the documentation to prepare for the migration.

Planning Optimization fit analysis helps you to identify where the result might differ between the built-in master planning engine and Planning Optimization. This analysis is done based on your current setup and data.

To see the Planning Optimization fit analysis result, go to Master planning > Setup > Planning Optimization fit analysis, and then select Run analysis. If the analysis finds any inconsistencies, they are listed on the same page. (The analysis can take a few minutes to run.)

Note

If inconsistencies are found, you can still use Planning Optimization. The results of the fit analysis just show places where the planning service won't honor your current setup. In other words, they show places where some processes might be ignored or might not be supported.

Analysis results: Example 1

  • Feature: Production
  • Issue: Items with a bill of materials (BOM) level greater than zero: 56
  • Explanation: The fit analysis found 56 items that have a BOM setup for production. Because the current version of Planning Optimization doesn't support production, Planning Optimization will generate planned purchase orders instead of planned production orders. It will also show a warning that lists the affected items.

Analysis results: Example 2

  • Feature: Actions
  • Issue: Coverage groups with actions calculation enabled: 6
  • Explanation: The fit analysis found six coverage groups where action calculation is turned on. Because the current version of Planning Optimization doesn't support actions, no actions will be generated during master planning.

Overview of possible results from the fit analysis

The following table shows the various results that can be shown after a fit analysis. Number signs (#) will be replaced with a number that indicates the number of records that have the listed issue. Supported or in-preview features are available with version 10.0.9 or later (unless a higher version number is listed in the "Expected availability" column).

Feature Listed issue Explanation Expected availability
Actions Coverage groups with Actions calculation enabled: # This feature is pending. Currently, actions aren't generated during master planning when Planning Optimization is enabled, regardless of this setting. The main purpose of actions is to suggest changes to existing orders. Evaluate if actions are actively applied as part of your business processes or if the delay information related to the orders is sufficient. October 2021 - April 2022
Base calendars Calendars using base calendar: # This feature is pending. Currently, the base calendar is ignored when Planning Optimization is enabled. Evaluate if the base calendar is needed for your business processes or if direct setup in calendars is sufficient. April-October 2021
Batch disposition codes Non-nettable batch disposition masters: # This feature is pending. Currently, batch disposition codes are ignored when Planning Optimization is enabled. October 2021 - April 2022
Capable to promise (CTP) Default order settings with delivery date control set to CTP: # This feature is pending. Currently, CTP is ignored when Planning Optimization is enabled, regardless of this setting. October 2021 - April 2022
Copy static to dynamic plan Copy of static to dynamic plan is enabled on the master planning parameters. Planning Optimization doesn't copy the static plan to the dynamic plan, regardless of this setting. In general, this concept is less relevant because of the speed and complete regeneration that Planning Optimization provides. If two or more plans are used, master planning should be triggered for each plan. October 2021 - April 2022
Firming Coverage groups with auto firming time fence set: # In version 10.0.7 and later, firming is supported as a separate firming batch job after master planning is completed (provided the Auto-firming for Planning Optimization feature has been enabled in feature management). Note that auto firming for Planning Optimization is based on the order date (start date), not the requirement date (end date). This behavior ensures that firming of planned orders occurs in due time, without having to include lead time in the firming time fence. Supported
Firming Item coverage records with auto firming set: # In version 10.0.7 and later, auto firming is supported as a separate firming batch job after master planning is completed (provided the Auto-firming for Planning Optimization feature has been enabled in feature management). Note that auto firming for Planning Optimization is based on the order date (start date), not the requirement date (end date). This behavior ensures that firming of planned orders occurs in due time, without having to include lead time in the firming time fence. Supported
Firming Master plans with auto firming set: # In version 10.0.7 and later, auto firming is supported as a separate firming batch job after master planning is completed (provided the Auto-firming for Planning Optimization feature has been enabled in feature management). Note that auto firming for Planning Optimization is based on the order date (start date), not the requirement date (end date). This behavior ensures that firming of planned orders occurs in due time, without having to include lead time in the firming time fence. Supported
FitAnalysisPlanningItems Planning Items: # This feature is pending. Currently, planning items are handled like regular items when Planning Optimization is enabled. October 2021 - April 2022
Forecast Coverage groups with "Include intercompany orders" enabled: # This feature is now supported. For additional information, see Intercompany planning Supported
Forecast Coverage groups with "Reduce forecast by" setting set to a value different than "Orders": # This feature is now supported. For additional information, see Master planning with demand forecasts Supported
Forecast Forecast models with sub models: # This feature is now supported. For additional information, see Master planning with demand forecasts Supported
Forecast Master plans with "Include supply forecast" enabled: # This feature is pending. Currently, supply forecasts aren't supported when Planning Optimization is enabled. They will be ignored, regardless of this setting. October 2021 - April 2022
Freeze time fence Coverage groups with freeze time fence set: # The freeze time fence isn't often used, and there are currently no plans to include it for Planning Optimization. Currently, the freeze time fence setup is ignored when Planning Optimization is enabled, regardless of this setting. N/A
Freeze time fence Item coverage records with freeze time fence set: # The freeze time fence isn't often used, and there are currently no plans to include it for Planning Optimization. Currently, the freeze time fence setup is ignored when Planning Optimization is enabled, regardless of this setting. N/A
Freeze time fence Master plans with freeze time fence set: # The freeze time fence isn't often used, and there are currently no plans to include it for Planning Optimization. Currently, the freeze time fence setup is ignored when Planning Optimization is enabled, regardless of this setting. N/A
Intercompany Master plans including planned downstream demand: # This feature is now supported. For additional information, see Intercompany planning Supported
Kanban Item coverage records with planned order type kanban: # This feature is pending. Currently, item coverage that is set to kanban will be ignored when Planning Optimization is enabled. The kanban planned order type will create a warning during master planning, and planned purchase orders will be created to cover the related demand. October 2021 - April 2022
Kanban Items with default order type kanban: # Currently, a default order type that is set to kanban will be ignored when Planning Optimization is enabled. The kanban default order type will create a warning during master planning, and planned purchase orders will be created to cover the related demand. October 2021 - April 2022
Product lifecycle state Product lifecycle states not active for planning: # This feature is now supported. For additional information, see Exclude products that have specific product lifecycle states Supported
Production BOM lines with rounding or multiple setup: # This feature is pending. Currently, rounding and multiple setups are ignored on BOM lines when Planning Optimization is enabled, regardless of this setting. April-October 2021
Production BOM/formula lines with formula measurement: # This feature is pending. Currently, formula measurement is ignored on BOM and formula lines when Planning Optimization is enabled, regardless of this setting. October 2021
Production BOM/formula lines with item substitution (plan groups): # This feature is pending. Currently, item substitution (plan groups) is ignored on BOM and formula lines when Planning Optimization is enabled, regardless of this setting. October 2021
Production BOM/formula lines with negative quantity: # This feature is pending. BOM and formula lines that have negative quantity will be included with a quantity of 0 (zero) and a warning will be issued when Planning Optimization is enabled. Update master data to avoid warnings. October 2021
Production BOM/formula lines with resource consumption: # This feature is pending. Currently, BOM and formula lines that have resource consumption are ignored when Planning Optimization is enabled. When this feature is supported, the material requirement will be set to the production start date. Until this feature is supported, requirements will not be generated for materials that are marked with a resource consumption flag. April-October 2021
Production BOM/formula lines with step consumption: # This feature is pending. Currently, step consumption is ignored on BOM and formula lines when Planning Optimization is enabled. October 2021
Production BOMs with constant scrap or variable scrap defined: # This feature is pending. Currently, constant scrap and variable scrap that are defined on BOMs are ignored when Planning Optimization is enabled. October 2021 - April 2022
Production BOMs with subcontracting: # This feature is pending. Currently, the subcontracting setup on BOMs is ignored when Planning Optimization is enabled, regardless of this setting. October 2021 - April 2022
Production BOMs without a site: # This feature is now supported. For additional information, see Production planning Supported
Production Demand with specific BOM or route requirements defined: # This feature is pending. Currently, the specific BOM or route requirements that are defined on the demand (such as a sub-BOM or sub-route on a sales order) are ignored when Planning Optimization is enabled. The standard BOM or route will be used, regardless of this setting. October 2021 - April 2022
Production Formula versions with Co/By products: # This feature is pending. Currently, co-products and by-products that are associated with the formula version are ignored when Planning Optimization is enabled. October 2021
Production Formula versions with Yield: # This feature is pending. Currently, yield that is associated with the formula version is ignored when Planning Optimization is enabled. October 2021 - April 2022
Production Plans including sequencing: # This feature is pending. Currently, sequencing is ignored when Planning Optimization is enabled, regardless of this setting. October 2021 - April 2022
Production Released production orders that are not started, where scheduled start is earlier than today: # This feature is pending. Currently, if a production order is delayed, then master planning will assume that it will be completed today. This is relevant for released production orders where a delivery date is in the past, but it has not been completed yet. October 2021 - April 2022
Production Resources scheduled with finite capacity: # This feature is pending. Currently, resources that are scheduled with finite capacity are ignored when Planning Optimization is enabled. Scheduling is done based on the default lead time from the product. Infinite: June 2021, Finite: October 2021
Production Routes used in planning: # This feature is pending. Currently, routes are ignored when Planning Optimization is enabled. The default lead time from the product is used. June 2021
Production Sales line reservation using explosion: # Sales line reservation that uses explosion isn't supported when Planning Optimization is enabled. October 2021
Production Scheduling with explosion of production orders: # Scheduling that uses explosion of production orders isn't supported when Planning Optimization is enabled. Production orders can be scheduled individually. October 2021
Request for quotations Master plans with request for quotations enabled: # This feature is pending. Currently, requests for quotation (RFQs) aren't considered as demand when Planning Optimization is enabled. They will be ignored, regardless of this setting. October 2021 - April 2022
Requisitions Master plans with requisitions enabled: # This feature is now supported. For additional information, see Purchase requisitions Supported
Safety margins Coverage groups with safety margin: # This feature now partly supported. For additional information, see Safety margins Receipt margin: Supported. Reorder margin and issue margin: April 2021
Safety margins Master plans with safety margin: # This feature now partly supported. For additional information, see Safety margins Receipt margin: Supported. Reorder margin and issue margin: April 2021
Safety stock fulfillment Item coverage records with "Fulfill minimum" different from "Today's date + procurement time": # Planning Optimization always uses Today's date + procurement time. This change is made to prepare for a simplified planning setup in the future, and to provide an actionable result. If the procurement time isn't included for safety stock, planned orders that are created for current low on-hand inventory will always be delayed because of the lead time. This behavior can cause significant noise and unwanted planned orders. The best practice is to change the setting so that Today's date + procurement time is used. Update master data to avoid warnings. N/A
Sales quotations Master plans with sales quotations enabled: # This feature is pending. Currently, quotations aren't considered when Planning Optimization is enabled. They will be ignored, regardless of this setting. October 2021 - April 2022
Shelf life Master plans with shelf life enabled: # This feature is pending. Currently, shelf life isn't considered when Planning Optimization is enabled, regardless of this setting. October 2021

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