Operate — Supply Chain & Resource Optimization

Production Planning Work Flow

Concept

Extend

Transforms demand forecasts into executable production plans by coordinating sales data, inventory levels, machine capacity, and material availability — enabling production planners to make real-time adjustments with AI assistance rather than manual spreadsheet manipulation.

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Agentic behaviors

Summarizes and consolidates sales forecasts from multiple teams via Copilot Pages
Generates a draft production schedule based on committed orders, inventory levels, employee availability, and machine capacity
Facilitates cross-functional review by sharing plans on Copilot Pages and routing feedback from supply, warehouse, and procurement teams
Adjusts the schedule in near real-time when material availability or machine status changes

Features & capabilities

Demand Forecast Aggregator	Pulls and summarizes sales forecasts from CRM / ERP across product lines; flags significant forecast changes
Draft Schedule Generator	Creates production schedule from committed orders, inventory, employee availability, and machine capacity via EAM connection
Cross-Functional Feedback Coordinator	Shares production plan on Copilot Pages; routes plan for review to sales, procurement, warehouse, and ops; tracks and summarizes feedback
Real-Time Schedule Adjuster	Flags schedule conflicts caused by material shortages or unplanned downtime; proposes adjusted plan with impact analysis
Inventory Planning Assistant	Analyzes current and projected inventory levels; identifies potential supply constraints and recommends mitigation actions
Material Requirements Planner	Calculates net material requirements from production plan and current stock; triggers reorder requests for long-lead items
Profitability Optimizer	Where multiple schedule configurations are feasible, scores alternatives by margin contribution and recommends the highest-value plan

Agents powering this workflow

Reusable AI capabilities from our Agent Store.

Forecast Aggregation Agent

Forecast Aggregation · Extend

Scheduling & Optimization Agent

Scheduling & Optimization · Build

Supplier & Inventory Coordination Agent

Supplier Coordination · Extend

Who benefits

Production Planners
Plant Managers
Supply Chain Managers
Procurement Leads
Warehouse Managers

KPIs impacted

Production downtimeMaterials costsOn-time deliveryInventory turnsCapacity utilizationWIP inventory

Required connectors

Configured per-organization in the Control Tower once this workflow is enabled for your team.

ERPWMS (Warehouse Management System)CRMMicrosoft Teams / Copilot PagesMES (Manufacturing Execution System)

Configurations & Options

Set up in the Control Tower once this workflow is enabled — shown here so you know what to expect.

Configurations

Material reorder confirmation threshold ($)

Options

Require procurement confirmation for reordersWhen on, material reorder recommendations above the threshold require procurement confirmation before submission. When off, they are submitted automatically.

Governance requirements

Final production plan must be approved by a production manager before release to MES
Autonomous material reorder recommendations require procurement team confirmation above defined thresholds
Schedule change notifications must be pushed to all affected downstream teams within 30 minutes of plan update
Plan versions tracked with changelog for audit purposes