Master Planning in Microsoft Dynamics® AX 2012 (80423A)
Topics include the main concepts, considerations and setups used in master planning, master scheduling, forecast scheduling, coverage groups , product item detailed coverage settings, and the effect that intercompany and multisite operations has on the Master planning module.
This course is intended for customers and partners who want to learn the moderate to advanced features and develop a working knowledge of procedures required to effectively use Microsoft Dynamics® AX 2012 Master planning functionality. This audience typically includes application consultants who are responsible for assessing a customers' business needs and advising them on the use, configuration, and customization of the application. Participants are usually people that work with the purchasing, production, and material management sections of the software.
Before attending this course, students must have:
- General knowledge of Microsoft® Windows®
- Completed the Introduction to Microsoft Dynamics®AX 2012 course
- The ability to use Microsoft Dynamics AX 2012 for basic processing
- A basic knowledge of forecasting, planning, production control, purchasing, and inventory concepts.
- Some practical experience in how to use the Master planning module.
- Attended the Intercompany Setup and Order Processing in Microsoft Dynamics® AX 2012 course.
After completing this course, students will be able to:
- Create, set up, and process master plans.
- Judge when to use one and two master plan strategies.
- Handle generated planned orders.
- Set up and understand reduction keys.
- Set up and understand period allocation keys and item allocation keys.
- Create, set up, and understand coverage groups and the item coverage.
- Create, set up and process forecast models and forecast plans.
- Create, set up and process master plans with intercompany.
- Understand how planning can be conducted across multiple sites, locations, and warehouses across multiple Microsoft Dynamics® AX 2012 companies.
Module 1: Master Planning Overview
This module provides a high level summary of the main elements of master planning. It contains conceptual information on the differences between master scheduling and forecast scheduling and the regenerative and net change master scheduling processes. It also includes a list of reports that are useful and how the module could be integrated with other modules in an example workflow.
- Master Planning Overview
- Master Scheduling, Forecast Scheduling, and Intercompany Master Scheduling
- Master Planning on Multiple Sites
- Example of a Master Planning Business Process Flow
This module outlines some main considerations for setting up and using the Master planning module. This includes prerequisite setups in master planning and other modules in Microsoft Dynamics AX 2012.
Conceptual ideas are reviewed such as the one and two plan strategies, operations and job scheduling considerations, and master scheduling execution principles.
Parameters in two important forms in the Master planning module are covered in detail: the Master plan form and the Master planning parameters form. Finally, the module provides an overview of how to handle the main master scheduling results in the Planned order form.
- Overview of Plan Input and Output
- Preliminary Considerations
- Understanding the Overall Setup Process in Master Planning
- Master Planning Parameters Form
- Master Plans Form
- Operations and Job Scheduling
- Static and Dynamic Master Plans
- Master Scheduling Principles
- Master Scheduling Results
This module discusses coverage planning generally and coverage groups specifically. It includes the specific principles and parameters that guide how master planning handles each item or group of items in inventory when a master schedule is run.
It also contains a detailed overview of how groups of items are handled through the definition of parameters in the coverage groups form in the Master planning module. It also includes a detailed review of coverage code principles, negative and positive days, firming and planned order explosion fields, action messages, futures messages.
- Coverage Groups and Parameters
- Creating Coverage Groups
- Coverage Periods
- Positive and Negative Time Fences
- Planned Orders
- Safety margins
- Action and Futures message configuration
This module explains the possibilities in setting up detailed coverage information on single items that do not fit simple group settings. It provides an overview of how to define settings in the Items coverage form, the Item details form and the Item coverage setup form. It also includes a brief review of the minimum/maximum key, warehouse and safety stock as these functions apply to coverage settings.
- Introduction to Detailed Coverage Settings
- Coverage Settings Precedence
- Detailed Coverage Overview
- Item Coverage
- Minimum/Maximum Keys
- Item Coverage Setup
- Warehouses Form
- Safety Stock Journal
This module provides an overview of the main forms involved in defining a forecast plan including forecast models, forecast plans, forecast items and creating a sales forecast in the sales forecast form. It also includes a discussion of item allocation keys, period allocation categories and reduction keys that let you automatically create item configurations.
Module 6: Intercompany Master Planning
This module provides a brief overview of how master scheduling is conducted when companies are running Intercompany. In Intercompany master planning this includes setting up master planning parameters, understanding scheduling sequences, iterations and a review of the scheduling methods, and a brief example of intercompany company relationships. In multisite configuration considerations, this lesson provides an overview of dimensions setup, key elements in the functionality that apply to master planning, and examples of how planning is conducted across sites.
- Intercompany Overview
- Intercompany Planning Groups
- Intercompany Master Scheduling Form
- Master Planning and Multisite Considerations