Hi everyone,
I’m currently working on a scenario involving three entities in D365 F&O: A, B, and C.
Situation:
A and B both rely on the machining services provided by C.
When A and B launch their production orders in D365, they need to ensure that neither entity is requesting C’s resources at the same time.
Question: Is there an alternative or a feature in D365 that can help us manage and share this information to prevent simultaneous resource requests from A and B for C’s services?
Specifically, I’m looking for a way to track and allocate C’s resources in a way that prevents both A and B from using them at the same time. Any tips or suggestions on how to set this up in D365 would be greatly appreciated!
Thanks in advance for your help!
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Hi Daniel,
We handled a similar case for one of our customers where multiple companies were using the same shared machine capacity. In D365 F&O, the system won’t automatically sync resource usage across legal entities unless you set it up that way, but there are a few workable approaches.
You can try the following:
• Create the shared machine in company C as a resource group and then use intercompany production setups so A and B schedule capacity against the same resource.
• Turn on finite capacity for that resource so the system won’t allow overlapping bookings from A and B.
• Use a shared calendar for the machine so all companies read the same working times and capacity.
• If needed, set up a small batch job or Power Platform alert to notify planners in A and B whenever C’s machine is already booked.
This usually helps keep all companies aligned on the same resource load. If you want, we can walk through it together on a quick call to make it clearer.