Planning Optimization release process and release history

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

Microsoft updates Planning Optimization monthly. However, based on business requirements, the product team occasionally releases other updates between the scheduled releases.

Each release is published to the individual regions where Planning Optimization is available. The process typically takes three days.

While Planning Optimization is updating, master planning might run a bit more slowly than usual.

All environments that use Planning Optimization automatically receive the latest release regardless of which version of Supply Chain Management you're using. Therefore, you don't need to backport updates. No user action is required: the service is automatically updated. However, the release process never automatically pushes breaking-change functionality to environments. By default, any changes that are considered breaking are turned off and must be explicitly turned on by using feature management. Therefore, those changes don't appear in environments until you choose to enable them.

Because notifications aren't shown when Planning Optimization is updated in your environment, you can review the release notes in the following table to determine when changes were released and what functionality they introduced. This table shows the changes that were released for Planning Optimization, whether those changes are associated with a feature from feature management, and the date of the release.

Changes	Feature management details	Release dates
General performance, quality, and stability improvements. Customer reported bug fixes: 1097597 – Planning Optimization does not assign BOM/route to planned production orders when pegged requirement date equals BOM/route To date 1107603 – The calendars considered by the planned transfer order are inconsistent when calculating the reorder margin 1119156 – Cleanup process may accidentally remove current records, preventing post-planning actions from running 1122974 – Data analyzer does not group finished goods and raw materials together when raw materials is set as a configuration group Note: This release is not yet available for US Government (GCC) environments.	No feature management required	April 28, 2026
General performance, quality, and stability improvements. Customer reported bug fixes: 1084691 – Planning Optimization incorrect derived requirements for predefined variant 1084495 – Property value not transferred in Planning Optimization for planned batch orders 1087477 – Production start dates perpetually push out when using vendor BOM lines, finite capacity, and active change management	No feature management required	January 19, 2026
General performance, quality, and stability improvements. Customer reported bug fixes: 1027305 – Strict safety stock pegging and batch expiry are not supported by Planning Optimization 1050426 – Infinite scheduling with primary operation having fractional resource load and 24h calendar resource availability 987667 – Production start dates perpetually push out when using vendor BOM lines, finite capacity, and active change management 1037977 – Incorrect requirement date for intercompany demand from demand forecast with transport days on net requirements form 1068793 – Route Number Not Used in Planning Optimization for Quotations 1030103 – Planning service is loading capacity reservation for resources that are not finite capacity leading to the performance issue 1067693 – Optimization planning generates an unnecessary gap between operations for planned production order when one of the materials is linked with the end of the operation 1028513 – Unnecessary delay given when material is consumed at operation end and next operation starts at non-working day 1028853 – Issue with the order date in the planned purchase order related to the configuration of purchase transport days. Start date and end dates are disregarding working days and order day is pushed forward 1063642 – Demand forecast is reduced with transfer issues 1072379 – In PLOP, there's double reduction in the forecast due to the container reference 1076273 – Duplicate replenishment order for purchase requisition over multiple planning runs with partial pegging	No feature management required	December 8, 2025
General performance, quality and stability improvements. Internal infrastructure changes. Customer reported bug fixes: 1003359 - Planning Optimization issue with minimum keys 1019384 - Reference of quarantine order show as "inventory journal" in net requirement when using Planning Optimization 1055013 - Unhandled error in min/max scenario with short positive days and demand in the future 1050881 - Inconsistent BOM formula consumption between BOM calculation and master planning 1020039 - We have identified an issue with how quantities are classified as "Qualified demand" in the net flow calculation for DDMRP-managed parts 1033476 - Planned transport days are not properly considered when evaluating working calendars marked as "Closed for pickup" in Planning Optimization	No feature management required	October 6, 2025
General performance, quality, and stability improvements. Customer reported bug fixes: 1015507 – Incorrect raw material estimation in planned batch orders (PLOP) when using yield and rounding 1020065 – Forecast lines with different required BOM/route for the same date are grouped together 976755 – Step consumption does not support negative BOM quantity	No feature management required	August 21, 2025
General performance, quality, and stability improvements. Customer reported bug fixes: 987667 – Production start dates perpetually push out when using vendor BOM lines, finite capacity, and active change management 1029247 – Incorrect start date for planned production order 987448 – Operation scheduling with overlap and calendar efficiency can lead to error "Internal error in scheduling engine" 1028099 – Operation scheduling fails with an exception error	No feature management required	July 30, 2025
General performance, quality and stability improvements. Internal infrastructure changes. Customer reported bug fixes: 1009010 – Planning Optimization is inconsistently considering on-hand that is due to expire 986770 – Route scrap not considered when firming planned production orders 977625 – Job scheduling is failing with error "Production order could not be scheduled. Not enough capacity could be found" when route contains two operations with hard links branching into the next operation 987448 – Operation scheduling with overlap and calendar efficiency can lead to error "Internal error in scheduling engine" 1034160 – When CX is running Planning Optimization, the system shows the error message "Planning Optimization client retry count exceeded" 1028099 – Operation scheduling fails with an exception error	No feature management required	July 14, 2025
General performance, quality and stability improvements. Internal infrastructure changes. Customer reported bug fixes: 987836 – Finished good scheduling to start at 12:00AM prior to an approved planned production order completion time that is being consumed 976713 – Planning Optimization generates planned orders for inventory which has been blocked 991562 – Formula line with negative quantity is disappearing from derived requirements form on planned orders upon running planning for different item which contains the same formula line item 991826 – Lead time does not update to planned order by running Planning Optimization 968759 – Ship calendar of vendor and lead time is not respected on purchase order	No feature management required	May 15, 2025
General performance-, quality- and stability improvements. Customer reported bug fixes: 1001064 – Planned supply order is considering demand beyond the coverage period 1003359 – Planning Optimization issue with minimum keys 1004623 – When disabling strict safety stock feature and then enabling it but not using it, the number of planned orders that have condition "Cancel" is different 988317 – Forecast reduction not correct when order date is on the first of the reduction period and the forecast is later 1012963 – Allow batch mixing if no `reqItemTable` record is specified is not considered 978372 – Forecast is reduced with counting transactions when reduce forecast by Orders	No feature management required	April 11, 2025
General performance, quality, and stability improvements. New feature added: Planning by site/warehouse. This feature will be enabled in version 10.0.44 Customer reported bug fixes: 974508 – The form "Item requirement statistics" shows wrong period when planned orders are created from Planning Optimization 976713 – Planning Optimization generates planned orders for inventory which has been blocked 972843 – Planning generates excess of demand by ignoring available on-hand in some cases of shelf life	No feature management required	February 26, 2025
General performance, quality, and stability improvements. Customer reported bug fixes: 946720 – Strict safety stock pegging feature ignores pegging priority (not chronologically) and negative days (planned purchase orders proposed before firmed purchase orders)	No feature management required	February 12, 2025
General performance, quality, and stability improvements. Support for step consumption Support for catch weight quantity calculations Customer reported bug fixes: 942711 – Identical demands with required BOM are not grouped according to period coverage 969100 – [Planning Optimization] Different between pegging quantity and requirement quantity in planned order 943781 – Derived requirements are not coverage calculated if the planned batch order is inside the freezing time fence	Support for step consumption requires the Support for material step consumption for Planning Optimization feature to be enabled in feature management. Support for catch weight quantity calculations requires the Calculate catch weight quantities for catch weight enabled products in Planning Optimization feature to be enabled in feature management.	January 13, 2025
General performance, quality, and stability improvements. New features for Planning Optimization: Support for dimension-based product configuration Support for reducing demand and supply forecast in the current period by invoiced and delivered orders using "Transactions reduction key" Customer reported bug fixes: 945437 – Planning Optimization doesn't update the confirmed delivery and receipt date for sales order lines with CTP for Planning Optimization status = Not ready and Delivery date control = CTP for Planning Optimization 942038 – Excessive planned orders created for expired batch 962570 – When firming a planned batch order with co-products, error about maximum decimals for stock keeping unit	No feature management required	November 6, 2024
General performance, quality, and stability improvements. Customer reported bug fixes included: 954429 – When running Planning Optimization, unit conversion is not working when conversion is set up at product variant level 942716 – Job scheduling throws `NullReferenceException` when route group of secondary operation has job type not activated on primary operation 867912 – Circularity detected for transfer with receipt pegged against shipment 950963 – Expired batch inventory considered available and pegged despite shelf life setting 934157 – Forecast plan time fence overrides coverage time fence 936056 – Planning Optimization fails to meet demand in scenario with planning item, co-product, formula item, and forecast 947035 – Planned production order route doesn't show link types	No feature management required	September 23, 2024
General performance, quality, and stability improvements. Customer reported bug fixes included: 942649 – Scheduling engine returns `InternalError` for overlap and finite capacity cases 947020 – Planned production order may not include BOM line with a validTo date 942726 – Period coverage can give wrong results when different time zones are used 942275 – Required BOM/route not passed through transfer orders when using period grouping for the transfer warehouse 951751 – Coverage by inventory status leads to unpredictable scheduling/planning results 854350 – Transfer requirement does not consider sellable days from demand sales order or forecast	No feature management required	August 22, 2024
General performance, quality, and stability improvements. Customer bugs fixed: 944132 – Inefficient finite capacity scheduling during conflict retry 906505 – Wrong batch expiration date on on-hand inventory when legal entity time zone is changed 896583 – Quarantine warehouse item is included in on-hand calculation in net requirements 906576 – Supplier requested and confirmed shipment dates feature does not consider ship calendar set on vendor Uptake of scheduling engine improvements made for production scheduling: 883492 – Scheduling optimization timeout and many possible resources can cause misalignment of parallel jobs 879271 – If delays occur in production orders in certain scenarios, scheduling is not done correctly	No feature management required	July 2, 2024
General performance, quality, and stability improvements. Customer bugs fixed: 842762 – Planning Optimization does not consider default issue location from warehouse setup 859663 – Duplicate planned orders created if the plan include purchase requisition but not inventory transactions 922016 – Resolving location of parent transaction is not respecting active storage dimensions	No feature management required	June 11, 2024
General performance, quality, and stability improvements. Customer bugs fixed: 842762 – Planning Optimization does not consider default issue location from warehouse setup 859663 – Duplicate planned orders created if the plan include purchase requisition but not inventory transactions 922016 – Resolving location of parent transaction is not respecting active storage dimensions	No feature management required	May 14, 2024
General performance, quality, and stability improvements.	No feature management required	March 15–20, 2024
General performance, quality, and stability improvements.	No feature management required	February 10–15, 2024
General performance, quality, and stability improvements.	No feature management required	January 19–25, 2024
Planning items support. General performance, quality, and stability improvements.	No feature management required	December 10–15, 2023
General performance, quality, and stability improvements.	No feature management required	October 12–19, 2023
Positive days support. General performance, quality, and stability improvements.	No feature management required	October 2–6, 2023
General performance, quality, and stability improvements.	No feature management required	September 20–22, 2023
General performance, quality, and stability improvements.	No feature management required	August 15–20, 2023
Custom inventory dimensions. Transport days. General performance, quality, and stability improvements.	No feature management required	July 3–7, 2023
General performance, quality, and stability improvements.	No feature management required	June 15–20, 2023
BOM lines with rounding or multiple setups. BOM/formula lines with negative quantity. General performance, quality, and stability improvements.	No feature management required	May 22–31, 2023
General performance, quality, and stability improvements.	No feature management required	May 4–8, 2023
Process manufacturing support for Planning Optimization. This includes support for creating planned batch orders for formula products, co-products, and by-products, formula measurement, and formula versions with yield, but doesn't include support for planning items or item substitutions (plan groups). General performance, quality, and stability improvements.	No feature management required	April 17–21, 2023
General performance, quality, and stability improvements.	No feature management required	March 27–30, 2023
General performance, quality, and stability improvements.	No feature management required	March 13–17, 2023
General performance, quality, and stability improvements.	No feature management required	February 15–24, 2023
Bills of material with constant scrap or variable scrap defined Demand with specific BOM or route requirements defined Calculated delays: Add the calculated delay to the requirement date settings on master plans	No feature management required	January 10–15, 2023
Batch disposition codes Include on-hand inventory and inventory transaction parameters on master plans Released production orders that aren't started, where scheduled start date is earlier than today General performance, quality, and stability improvements	No feature management required	October 10–14, 2022
Resource scheduling with finite capacity General performance, quality, and stability improvements	No feature management required	September 19–23, 2022
Master planning for products with limited shelf life General performance, quality, and stability improvements	No feature management required	August 29 to September 3, 2022
Centralized calendar maintenance Suggestions to optimize existing supply Support for subcontracting General performance, quality, and stability improvements	No feature management required	March 7–11, 2022
Planning priority support for production orders	Available with version 10.0.25 as part of the feature named Priority driven MRP support for Planning Optimization.	November 12–18, 2021
General performance, quality, and stability improvements	No feature management required	November 12–18, 2021
Support for process time calculation formulas, production route with overlap, and production operation number on requirement transactions Enhanced error messages for production scheduling related to timeout, capacity couldn't be found, and cyclic route Improved consistency when calculating receipt dates and issue dates on both planned orders and firmed orders General performance, quality, and stability improvements	No feature management required as of Supply Chain Management version 10.0.43.	October 22–27, 2021
Support for considering scrap percentage in processing time calculation Support for operation number and materials usage during scheduling	No feature management required as of Supply Chain Management version 10.0.43.	October 5–7, 2021
Support for production route job types: Queue before, Queue after, and Transport time General performance, quality, and stability improvements	No feature management required as of Supply Chain Management version 10.0.43.	September 25–30, 2021
Support for master plans with Scheduling method set to Operations scheduling On the Route groups page, respect settings for the Activation, Working time, and Capacity check boxes for rows with a Route/job type of Setup or Process General performance, quality, and stability improvements	No feature management required as of Supply Chain Management version 10.0.43.	September 9–17, 2021
General performance, quality, and stability improvements	No feature management required	August 25–30, 2021
Added Lead time field to planned orders. General performance, quality, and stability improvements.	No feature management required	August 12–17, 2021
Added resource type requirements for infinite capacity scheduling Improved resource efficiency and calendar efficiency for infinite capacity scheduling Learn more in Scheduling with infinite capacity	No feature management required as of Supply Chain Management version 10.0.43.	July 6–12, 2021
General quality improvements	No feature management required	July 6–12, 2021

Feedback

Was this page helpful?

Last updated on 2026-05-26

Planning Optimization release process and release history

Feedback

Additional resources