Troubleshoot Planning Optimization

This article describes how to fix common issues that you might encounter while working with Planning Optimization.

Installation of the Planning Optimization Add-in isn't completed or fails with an error

If you're having trouble installing the Planning Optimization Add-in, consider the advice provided in the following subsections.

Make sure your environment meets the prerequisites

Planning Optimization requires a Microsoft Dynamics Lifecycle Services–enabled, high-availability environment, tier 2 or higher (not a OneBox environment), with Dynamics 365 Supply Chain Management version 10.0.23 or later. If you try to install the add-in on a OneBox environment, the installation won't complete.

Fix: Cancel the installation and use a high-availability environment, tier 2 or higher (not a OneBox environment).

Make sure your user account meets the prerequisites

The Planning Optimization Add-in requires a successfully linked Power Platform environment. To install the add-in, you must sign in to your Microsoft Power Platform environment using an account with administrator privileges and an access mode of Read-Write. If you try to install the add-in using an account with insufficient permissions, you might see one of the following error messages:

Current user does not have enough permission on Power platform environment to complete installation for Planning optimization. Consider changing user Access Mode to Read-write on Power platform admin center.

Current user is not exist in Power platform environment. Please contact with your administrator to assign the user via Power platform admin center.

Current user does not have assigned license to complete installation for Planning optimization. Consider assigning license on Microsoft admin center.

Fix: Set up your user account as described under Prerequisites in Get started with master planning.

Review the error details

An error in your Power Platform environment might prevent the installation of the Planning Optimization Add-in.

Fix: Check the error details and modify your Power Platform organization settings accordingly. It might be a temporary error, so try to install the add-in again later. If the issue persists, contact Microsoft Support.

Planning Optimization job times out

Planning Optimization has a set timeout of 60 minutes. Therefore, if it runs for more than 60 minutes, the planning job stops because of a timeout.

If your Planning Optimization jobs frequently time out, consider implementing one or more of the options that are described in the following subsections.

Review your setup to remove time fences and options that you don't need

Follow these steps to review your setup and remove time fences and other options that you don't need:

1. Adjust the time fences to make them as small as possible while still fulfilling your business needs.

   1. Check the following settings for each of the coverage groups on the Coverage groups page:

      • Coverage time fence (days)
      • BOM explosion time fence (days)
      • Capacity scheduling time fence (days)
      • Forecast plan time fence
      • Action time fence
      • Calculated delays time fence

   2. On the Master plans page, check whether the time fences have been overwritten and consider whether the values could be smaller while still fulfilling your business needs for the various time fences. Check the following settings for each plan:

      • Coverage
      • Explosion
      • Forecast plan
      • Capacity
      • Action message
      • Calculated delays
      • Approved requisitions time fence (days)

   Important

   The coverage time fence has the largest impact on the time that planning takes to run. Adjust it to the lowest possible value that still fulfills your business needs.

2. On the Master plans page, review the following settings for each plan. Set each option to No unless it applies to your master plan. Don't leave any option set to Yes if it isn't needed for your business processes.

   • Use shelf life dates
   • Finite capacity
   • Include on-hand inventory
   • Include inventory transactions
   • Include requests for quotations
   • Include sales quotations
   • Include supply forecast
   • Include demand forecast
   • Include requisitions

3. Use finite capacity only when it's necessary. For plans that don't need it, set the Finite capacity option to No on the Master plans page.

Reduce scheduling time

Review your scheduling configuration to optimize run times. To check whether scheduling is the main reason that Planning Optimization is timing out, try disabling finite capacity in the plan settings and then rerun planning to see if the issue is solved.

For more information about how to reduce scheduling times, see Improve scheduling engine performance.

Plan only for the products you need

Review the following settings to make sure that you're planning only for the products that you need:

• Use the Product lifecycle state field to indicate products or variants that don't need to be fulfilled by master planning. For each such product, select a product lifecycle state where the Is active for planning option is set to No. Use the Change lifecycle state for obsolete products page to identify products that aren't used in any transactions for a while. These products might now be obsolete. Therefore, you can remove them from your planning.
• For plans that should only apply for a certain set of items, set up a plan filter to limit the run to just those items. Learn more in Run planning for a subset of items.
• Set item coverage to manual for each warehouse that doesn't need to be supplied by master planning. For each such warehouse listed on the Warehouses page, expand the Master Planning FastTab and, in the Item Coverage field group, set Manual to Yes.

Split large planning jobs into several smaller jobs

If you have a large planning job that frequently times out, you might be able to prevent the timeout by splitting the job into several smaller jobs.

Option 1: Run the same master plan but only for a subset of products

For example, you have a master plan named PlanA. It runs nightly as a batch job for 1,000 items that have item numbers ranging from A0001 through A1000. If this job often times out after 60 minutes, you can split it into three jobs, each of which runs for a third of the items. You run PlanA for the first third (A0001 through A0333), then for the second third (A0334 through A0666), and then for the last third (A0667 through A1000). In this way, each smaller job has the full 60-minute timeout window. You're not trying to use the same 60 minutes to plan all 1,000 items.

To split a large job into several jobs, follow these steps:

1. Go to System administration > Inquiries > Batch jobs.

2. In the grid, find the recurring planning job that's timing out. Then select the value in the Job ID column to open the job details.

3. On the Action Pane, select Change status.

4. In the Select new status dialog box, select Withhold, and then select OK.

5. On the Batch tasks FastTab, the grid should include a single row for Planning Optimization, where the Class name field is set to MpsMasterPlanningRunnerRegen. Select this task, and then select Parameters on the FastTab toolbar.

6. A dialog box appears, where you can set values for the task. On the Records to include FastTab, select Filter to open a standard query editor dialog box.

7. On the Range tab, add a row, and set the following fields for it:

   • Table – Select Items.
   • Derived table – Select Items.
   • Field – Select Item number.
   • Criteria – Specify the range of item numbers that you want to include in the first of the smaller jobs. Separate the first and last item numbers in the range with three periods. For example, enter A0001...A0333.

8. Select OK to close the query editor. Then select OK to close the task settings dialog.

9. On the Batch tasks FastTab, select Add on the toolbar to add a task.

10. Set the following fields for the new task:

    • Task description – Enter a description of the task (for example, PlanA part 2).
    • Class name – Select MpsMasterPlanningRunnerRegen.
    • Company – Select the same company that's selected for the original task.

11. Set the filter for the new task to find the second third of the items (for example, item numbers in the range A0334...A0666).

12. Repeat the previous three steps to add a third task and set the filter to find the last third of the items (for example, item numbers in the range A0667...A1000).

13. Select the Task ID value for the first task, and copy it to the clipboard (by selecting Ctrl+C).

14. Select the second task. Then, on the Batch task details FastTab, on the Constraints tab, select New on the toolbar to add a row to the grid.

15. Set the following fields for the new row. These settings cause the second task to run after the first task finishes running or encounters an error.

    • Task ID – Paste the value that you copied to the clipboard.
    • Expected status – Select Ended or error.

16. Repeat the previous three steps to set the third task to run after the second task finishes running or encounters an error.

17. On the Action Pane, select Change status.

18. In the Select new status dialog box, select Waiting, and then select OK.

19. On the Action Pane, select Save.

Option 2: Different master plans, each for a subset of products

If your products have different characteristics that affect planning, consider running different master plans, each for a subset of products.

For example, you have a master plan for purchasing items that have a long lead time (such as a year) but that are used to produce manufactured products that have a short manufacturing lead time (such as a week). In this case, you can make one master plan for purchased products (PlanPurch) that has a coverage time fence of 365 days. Then make another plan for manufactured items (PlanManuf) that has a coverage time fence of 30 days. Because each set of products is in a different master plan, you can run both master plan jobs in parallel. When you run different plans in different batch tasks, each batch task can run in parallel. They don't have to run sequentially.

To implement this strategy, follow these steps:

1. Open your existing master plan, and modify it so that it covers only a subset of the original items (for example, purchased items). You can make this modification by adding a filter as described in Applying a plan filter.

2. Create another master plan to cover the remaining items. Again, set up a plan filter to include only the items that you want to include in this plan (for example, manufactured items). This plan can be a copy of the original plan that you modify to filter for a different set of items.

3. Go to System administration > Inquiries > Batch jobs.

4. In the grid, find the recurring planning job that's timing out. Then select the value in the Job ID column to open the job details.

5. On the Action Pane, select Change status.

6. In the Select new status dialog box, select Withhold, and then select OK.

7. On the Batch tasks FastTab, the grid should include a single row for Planning Optimization, where the Class name field is set to MpsMasterPlanningRunnerRegen. On the FastTab toolbar, select Add to add a task.

8. Set the following fields for the new task:

   • Task description – Enter a description of the new task.
   • Class name – Select MpsMasterPlanningRunnerRegen.
   • Company – Select the same company that's selected for the original task.

9. Select the new task, and then select Parameters on the FastTab toolbar.

10. A dialog box appears, where you can set values for the task. On the Parameters FastTab, set the Master plan field to the name of the new plan that you created.

11. On the Action Pane, select Change status.

12. In the Select new status dialog box, select Waiting, and then select OK.

13. On the Action Pane, select Save.

Because you set each batch task to run a different master plan, both batch tasks run in parallel.

Review your item coverage settings

• Review your item coverage settings. For items that use multiple item coverage lines to apply the same settings for all warehouses at the same site, replace those lines with a single line for the site (with the Warehouse column blank). That setting then applies to all warehouses at that site.

Consider reducing the size of your resource groups

Consider whether you can split large resource groups (with many resources) into several smaller groups (each with fewer resources). For example, you might be able to split a large resource group called AssemblyStations (which contains 20 resources) into two smaller resource groups based on location (such as AssemblyStationsNorth and AssemblyStationsSouth), where each contains just 10 assembly stations. After splitting the group, reassign each new resource group to the right routes based on whether a product is produced in the northern or southern area of the plant.

Data export timeout

The following message appears if a data export times out for Planning Optimization:

Master planning job timed out when exporting the data to perform the calculation. This condition can be temporary—try running the job again later. If you see this message often, review your setup to limit the amount of data used for planning, as indicated in (this page).

If you receive this message, try one or both of the approaches that are described in the following subsections.

Review your setup for time fences and options that you don't need

Follow these steps to review your setup for time fences and options that you don't need.

1. Go to Master Planning > Setup > Coverage > Coverage groups.

2. Review the following settings for each coverage group on the Coverage groups page. Consider whether some or all of the values can be smaller but still fulfill your business needs for the different time fences.

   • Coverage time fence (days)
   • BOM explosion time fence (days)
   • Capacity scheduling time fence (days)
   • Forecast plan time fence
   • Action time fence
   • Calculated delays time fence

3. Go to Master planning > Setup > Plans > Master plans.

4. On the Master plans page, check whether the time fences have been overwritten, and consider whether the values can be smaller but still fulfill your business needs for the different time fences. Review the following settings for each plan:

   • Coverage
   • Explosion
   • Forecast plan
   • Capacity
   • Action message
   • Calculated delays
   • Approved requisitions time fence (days)

5. If your plan times out because it generates a large number of orders, consider changing your business strategy for replenishing items. Here are some examples:

   • If you use coverage groups where the Coverage code field is set to Requirement, the system creates a specific supply for it each time that there's a demand. Consider whether a Coverage code value of Period works for your business. In this case, the system groups all demand for a selected number of days into a single supply order that covers that period. This approach also makes planned orders easier to manage. Alternatively, consider using a Coverage code value of Min/Max. In this case, the system creates a planned order only when the on-hand inventory falls below the minimum value. The on-hand inventory is then replenished to its maximum value.
   • Consider whether you can purchase or produce items in larger amounts. If you can, increase the Max. order quantity value on Default order settings page for each item that you're ordering. The higher the value, the fewer orders you're likely to generate for that item.

Plan only for the products that you need

Your data export might complete more quickly if you reduce the number of products that the system considers for each planning run. Consider using one or both of the following strategies:

• Identify products and variants that don't need to be fulfilled by master planning, and set their Product lifecycle state value to a state where the Is active for planning option is set to No. (Learn more in Exclude products that have specific product lifecycle states). The Change lifecycle state for obsolete products page can help you identify products that haven't been used in any transactions for a while. These products might now be obsolete. Therefore, you can remove them from your planning.
• Use a plan filter to remove unneeded items from your plan.

No planned orders are created

If master planning runs but doesn't create any orders, check the following settings:

• Make sure the items you're expecting to generate supply for are set up with a lifecycle state where Exclude from master planning is set to No.
• If you're running a filtered plan, make sure that there aren't any typos in your filter values. (Learn more in Run planning for a subset of items.)
• Make sure that there's demand for the items you're expecting master planning to create supply for.

Planning of batch jobs fails when Planning Optimization is enabled

When you enable Planning Optimization, the deprecated master planning engine is automatically disabled. Master planning batch jobs that were created for the deprecated master planning engine fail if they're triggered while Planning Optimization is enabled. You might receive an error message such as This operation triggered master planning that isn't supported when Planning Optimization is enabled.

Fix: Cancel all master planning batch jobs that were created for the deprecated master planning engine.

Planning Optimization results are different from earlier results

Planning Optimization differs from the deprecated master planning engine design in some areas. This difference can also be caused by pending features.

Fix: Run Planning Optimization fit analysis and then analyze the results while referring to the related documentation to understand the impact. Learn more in Planning Optimization fit analysis.

Can't disable Planning Optimization

The Use Planning Optimization option is set to Yes and is grayed out, so you can't turn it off.

This behavior is by design. Planning Optimization is now the only planning engine available for Supply Chain Management, so you can't turn it off. However, in some rare cases, Microsoft Support might make the deprecated planning available for one or more specific companies. Learn more in Migration to Planning Optimization for master planning.

Error message is shown during CTP

If you try to run capable to promise (CTP) from a sales order when Planning Optimization is enabled, you receive the following error message: This operation triggered master planning that isn't supported when the Planning Optimization is enabled.

This error message is related to a pending feature that is planned as part of the support for production orders.

Fix: Avoid CTP calculations when Planning Optimization is enabled until CTP support is available.

Error message about active planning dimensions not matching

After running a master plan, you might receive the following error message:

Supply setting with id: <SettingID> for MinMax on product <ProductID> doesn't match the active planning attributes for this product and was ignored.

If you see this error, check the tracking and coverage dimensions for the specified product. For example, if the product is tracked by serial number, you can't use the serial number dimension as a coverage dimension because the system doesn't know which serial numbers it should supply. Either deselect the serial number as a coverage dimension or change the item coverage group to a group that doesn't use serial number tracking (if serial tracking isn't needed for the specified product).

Planning Optimization client request retry count exceeded

After running master planning, you receive one of the following error messages:

Planning Optimization client request retry count exceeded.

or

Planning Optimization run failed.

This error can occur for different reasons. Check the following causes and fixes.

Cause 1: Transient service failure

Planning Optimization is a cloud-based service. Occasionally, transient service failures can occur that are specific to a particular region. These temporary outages can prevent Planning Optimization from completing a run.

Fix: Wait a short time and then retry the master planning run. If the issue persists for more than a few hours, contact Microsoft Support because the issue might require action from the service engineering team.

Cause 2: Connection lost after a database refresh

If you recently performed a database refresh on your environment, the Planning Optimization connection might be broken. The connection status on the Planning Optimization parameters page (Master planning > Setup > Planning Optimization parameters) might show Not connected even though the add-in appears as installed.

A database refresh is environment-specific, and it resets the Planning Optimization service binding. This is a known behavior.

Fix: Uninstall and reinstall the Planning Optimization Add-in for your environment from the admin center. After reinstallation, verify that the connection status shows Connected on the Planning Optimization parameters page. Learn more in Get started with master planning.

Cause 3: Temporary connectivity issue

Intermittent network or service connectivity problems between your environment and the Planning Optimization service can cause this error.

Fix: Retry the master planning run. If the error occurs repeatedly, check the Planning Optimization parameters page to verify the connection status. If the connection status shows Not connected, try reinstalling the add-in. If the status shows Connected and the error persists, contact Microsoft Support.

Company information tab is blank on the Planning Optimization parameters page

When you open the Planning Optimization parameters page and select the Company information tab, the tab appears blank. The Exclude company from running Planning Optimization toggle might also appear greyed out and disabled.

This behavior is by design. The Company information tab and toggle are only relevant for companies that have been granted an exception to continue using the deprecated master planning engine. Starting from Supply Chain Management version 10.0.41, Planning Optimization is the standard master planning engine for all new deployments and legal entities. If your company wasn't enabled to use the deprecated planning engine, the Company information tab is intentionally empty and the toggle is disabled because there's no need to configure an exclusion.

If your company received an exception to use the deprecated planning engine and you still see the tab as blank, create a support ticket stating the reason for the exception.

Learn more in Continue to use deprecated master planning with existing companies and Migration to Planning Optimization for master planning.

Related information

• Get started with master planning
• Planning Optimization fit analysis
• Differences between Planning Optimization and the deprecated master planning engine
• Continue to use deprecated master planning with existing companies