Dynamic master plan

We are investigating using dynamic master plans and I wanted to ask from those who may be using this feature the following about how it should function:

  1. we have two different plans set up (one for static and one for dynamic)

  2. on the static plan, changes to sales order lines (adjustments to quantities, added/removed lines, etc.) are not displayed on the net requirement form (a deviation from the way we are currently running - no dynamic master plan, in other words changes to sales order lines do display on our net requirements for items)

  3. on the dynamic plan, these changes do display on the net requirements form (for example, you can see the updated sales order line quantity) and when the netting is reviewed all these changes show up, however the existing planned orders are not updated to reflect these changes - planned quantities are not updated (there is no pegging of these changes to any planned orders) .

I would have thought that at least a net change would have been performed with this dynamic plan for the changes incurred for the dynamic plan (leaving the static untouched)- but maybe that is not how this function works?

Thank you

Helen

Hey Helen,

How are you updating the dynamic plan? Are you updating explosions or running a net requirements update directly from the form?

The dynamic plan has to be updated in order for the planned order quantities to change. Also, if you are updating the plan and still not seeing results, make sure you have the correct plan selected in the net requirements and planned orders forms.

Jake

Hi Jake,

Thank you. I did update via net requirements update and yes it did provide the correct info. I guess I anticipated that I did not have to do that step with a “dynamic plan” and it would have updated it for me at the time the sales order line was changed. In my mind if I have to perform the update, I am not seeing the benefit of this dynamic plan as I can do the same action in a single static plan. As I see it, I need to identify that there is an inconsistency in the planned orders (ie. a sales order line has been changed) and then update the plan. Of course the difference might be that if you only had a static plan you would have to update the static plan and not have a “sandbox” to review data which is what the dynamic plan provides?

Helen

Hey Helen,

Yeah. You’re absolutely correct. The dynamic plan provides you with a “sandbox” that you can update and mess around with all day long as the supply situation changes and not impact the original static plan that people in the planning and purchasing department are creating actual orders for.

The dynamic plan is used when updating an sales order explosion, using CTP, or just otherwise dynamically updating throughout the day. At the end of the day, when the static plan is regenerated, the dynamic plan is usually refreshed and synced up with the static plan so they’re starting from the same place in the morning.

Theoretically, when using two plans, the planning team is working and firming orders from the static plan - they’re not really checking to see if things are changing throughout the day. The sales team is using the dynamic plan to determine how much of something they have to sell and how long it might take to buy/make something they’re out of stock on and for other “what-if ing.”

If you need to react quicker than a day, you could try running a net change update on your static plan sometime in the middle of the day. This updates just the things that change since the last regeneration is run and calculates actions and futures messages on everything.

Hope this helps,

Jake

The concept is to give the planners a firm window from the last run, so the static plan will not have sales orders submitted since, the dynamic plan on screens like the net requirements should display the new orders (from memory). The dynamic plan moves with the changing demand. However this is only “new”, changes in dates and quantities are reflected when it is updated (again from memory!).

Thank you Jake!

Thank you Adam!