Title
Allow Master Planning to Include Draft and In Review Purchase Orders as Supply
Idea
Master planning should have the option to consider purchase orders in Draft or In review status as supply. Today, Master planning can consider RFQs and replenishment purchase requisitions as supply when the related parameters are enabled on the Master plan. However, purchase orders are not considered supply until they are approved. This creates a gap when a PO has already been created and submitted to workflow, but approval is still pending.
Current Issue
When a planned purchase order is firmed into a PO and submitted to workflow, the PO may remain in Draft or In review status until approvals are complete. If Master planning runs during that time, it does not recognize the pending PO as supply. As a result, it may generate duplicate planned purchase orders for the same item.
Requested Enhancement
Add a Master plan parameter such as:
Include purchase orders pending workflow approval as supply
When enabled, Master planning would include Draft and In review PO lines as supply. When disabled, the current behavior would remain unchanged.
Business Impact
Organizations need to use Master planning for MRO purchasing while also requiring PO approval workflows to control spend.
Because approvals can take time, Master planning may generate duplicate planned orders while POs are waiting for approval. This can lead to excess purchasing, inflated inventory, additional manual cleanup, and reduced trust in the planning engine. This enhancement would help align procurement workflow controls with Master planning accuracy.
Comments
One thing to note with this update to D365, is that PO's pending approval should be considered "potential" or "expected future" supply.
Category: Planning
