If you’re navigating the complexities of supply chain planning with Dynamics 365 Finance & Operations, the “Auto Copy Static Plan” feature is a tool worth exploring. This integral part of the master planning functionality can streamline your planning processes, offering both advantages and some potential considerations.
What Is the Auto Copy Static Plan Feature?
This feature simplifies how static and dynamic master plans interact. When activated, it automatically transfers the static master plan’s results to the dynamic master plan after every planning cycle. While the static plan remains stable until the next cycle, the dynamic plan can be continuously updated to reflect real-time changes in demand and supply.
Why Enable Auto Copy Static Plan?
Here are several reasons to consider turning on this feature:
- Consistency Across Plans: Start your dynamic plan with the same data as your static plan, ensuring a unified baseline for both short-term and long-term planning.
- Less Manual Work: Save time and reduce errors by eliminating the need to manually copy data between plans.
- Real-Time Insights: Track changes in the dynamic plan while maintaining a stable static plan for strategic decision-making.
- Quick Responsiveness: More promptly adapt to changes in demand or supply by having the dynamic plan update automatically.
- Better Decision-Making: Compare the stable static plan with the adaptable dynamic plan to spot trends and make informed decisions.
When Not to Use Auto Copy Static Plan
Despite its benefits, there are scenarios where you might choose not to enable this feature, including:
- Different Planning Approaches: If your strategy requires distinct tactics for static and dynamic planning, keeping them separate might be essential.
- System Performance: In large organizations with complex supply chains, the automatic copying process might affect system performance.
- Preference for Manual Control: Some planners may prefer to decide when and how data should be transferred, opting for a manual process.
- Unique Business Needs: Certain industries might have specific requirements that don’t align with automated copying.
- Simulation Requirements: Companies running frequent simulations might want to keep dynamic plans separate to avoid unintentional changes.
Final Thoughts
Deciding to activate the Auto Copy Static Plan feature in D365 Finance & Operations hinges on your organization’s unique planning goals and needs. For many, the benefits — such as increased consistency, reduced manual labor, and enhanced real-time visibility — are compelling. However, it’s important to consider how this feature interacts with your existing planning processes and system capabilities.
Ultimately, your choice should align with your overall supply chain strategy. Evaluate your requirements and consult with your Dynamics 365 Finance & Operations implementation Microsoft support to determine the best approach for to your situation.
The post Auto Copy Static Plan Feature in Dynamics 365 Finance & Operations appeared first on Dynamics Communities.