Transition to Planning Optimization one company at a time

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Jan 30, 2023 Mar 17, 2023

Business value

Planning Optimization is the new, high-performance planning engine for Dynamics 365 Supply Chain Management and is now required for all customers whose needs are met by its feature set. To help smooth your transition from the deprecated built-in planning engine, Supply Chain Management now allows you to migrate just one company (legal entity) at a time, while other companies can continue to use the deprecated engine until they are ready.

Feature details

The Planning Optimization parameters page in Supply Chain Management now provides a Company tab with settings that apply separately to each company in your system. The Company tab includes an option called Exclude company from running Planning Optimization, which lets a selected company continue to use the deprecated built-in planning engine until it's ready to migrate, even while other companies in the same system are already using Planning Optimization. Once a company is fully tested and ready for the transition, just open the Planning Optimization parameters page and clear this option for that company.

This feature lets you implement a phased rollout of the new planning engine, allowing some companies to migrate right away while other companies wait until all the planning features they require are fully supported by Planning Optimization. For example, you might implement Planning Optimization on your distribution and retail companies now, while letting your manufacturing company continue to use the deprecated planning engine.

Screenshot showing option to exclude company from running Planning Optimization parameter

See also

Get started with master planning (docs)