Gabriel Sotiriu Support Engineer

Currently, Planning optimization is not supporting the scenario where we have 3 parallel operations (one primary and 2 secondary), where resource assigned for primary operation has limited capacity associated to it and formula assigned on operation is Capacity while the resources associated to secondary operations have unlimited capacity.

When such situation is found, Planning optimization is generating error like "Capacity could not be found” during scheduling.

Same scenario works under legacy Master planning engine.

Scenario has been raised to Planning product group (under https://fix.lcs.dynamics.com/Issue/Details?bugId=1029575&dbType=3) and it has been deemed as being a gap in the current design of Planning optimization engine.

Below steps can be used to validate the scenario:

1. Navigate to Working time templates. Create new working time template = 1113 and set following time shifts:

Monday: From 06:00 to 24:00

Tuesday to Friday: From 00:00 to 24:00

Saturday: From 00:00 to 06:00 (Closed for pickup = Yes)

Sunday: Closed for pickup = Yes.

2. Navigate to Calendars form. Create new calendar = 1113 and calculate working times based on working time template = 1113.

3. Navigate to Route groups. Create new route group = 1113_std with Setup time = Yes and Run time = Yes under Estimation and costing. Check Activation for all job types, check Job scheduling and Working times for Setup, Process and Transport job types and check Capacity for Setup and Process job types.

- Then, created new route group = 1113_sec with Setup time = Yes and Run time = Yes under Estimation and costing and under Automatic route consumption. Also, check Report operation as finished = Yes. Check Activation, Working times and Capacity for Setup and Process job types. Note that Job scheduling is NOT checked.

4. Navigate to Resources form. Create new resource = 1113_Tool with Type = Tool, route group = 1113_std, Setup category = Polishing, Run time category = Polishing, Quantity category = Polishing. Set Capacity unit = Strokes/hour, Capacity = 3480, Batch capacity = 80. Set Finite capacity = No, Calendar = 1113 and assign resource to resource group = 1110.

- Next, still on Resources, create new resource = 1113_Mach with Type = Machine, route group = 1113_sec, Setup category = Polishing, Run time category = Polishing, Quantity category = Polishing. Set Finite capacity = No, Calendar = 1113 and assign resource to resource group = 1110.

- Next, still on Resources form, select resource = 1113 and update route group = 1113_sec, Finite capacity = No and Calendar = 1113.

- Then, click on Resource group = 1110 and, on Resource groups from, for selected resource group = 1110, assign calendar = 1113.

5. Navigate to Coverage groups form. Create new coverage group = Period45 with coverage code = period, coverage period = 45, coverage time fence = 365, negative days = 365, positive days = 365, BOM explosion time fence = 365, Capacity scheduling time fence = 365.

6. Navigate to Master plans form. Update StaticPlan and set Scheduling method = Job scheduling, Finite capacity = No. Set Coverage = Yes (365 days), Explosion = Yes (365 days) and Capacity = yes (365 days).

7. Navigate to Released product details. Create new item number = gs1113 with item model group =FIFO, item group = AudioRM, storage dimension = SiteWH, tracking dimension None. Under Plan fast-tab, set Coverage group = Period45.

8. For newly created item number gs1113, go to menu Plan – Default order setting. Set Default order type = production and, under Inventory fast tab, set Min. order quantity = 2000 and standard order quantity = 2000.

9. For newly created item number gs1113, go to menu Engineer – Route and create new route and route version with name = gs1113 on Site = 1. Add operations as follows:

- Oper. No. 10 – Primary, Operation = Assembly, Route group = 1113_std. Under Setup tab, set Formula = Capacity, Factor = 18. Under Times tab, set Setup time = 1.5 and Run time = 1 for Process quantity = 1. Under Resource requirements, set Requirement type = Resource and assign resource 1113_Tool.

- Oper. No 10 – Secondary 1, Operation = Finishing, Route group = 1113_sec. Under Resource requirements, set Requirement type = Resource and assign resource 1113_Mach (accept resource defaults).

- Oper. No. 10 – Secondary 2, Operation = Packing, Route group = 1113_sec. Under Resource requirements, set Requirement type = Resource and assign resource 1113 (accept resource defaults).

- Approve and activate the route version.

10. Navigate to All sales orders form. Create new sales order for customer account = US-001, on Site = 1, Warehouse = 11. Delivery date control = None. On Sales line, add item number = gs1113, quantity = 2000.

11. After saving the sales order, go to sales line menu Product and supply – Net requirements. On Net requirements from, submit Planning optimization for item gs1113 under StaticPlan.

12. Planning process will complete with an error.