12/11/2015

12/10/2015

Master planning in Dynamics AX

JACOB RODER
SR. SOLUTION CONSULTANT
DYNAMIC CONSULTING
JACOB.RODER@DYNAMICCONSULTING.COM

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Agenda
 Morning
‒ Short Intro
‒ Master planning basics
‒ Master plan settings
‒ Time fences
‒ Coverage groups
‒ Misc.
‒ Forecasting

 Afternoon
‒ Questions?

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Introduction
 Who am I?
 Which version are you on?
‒ Pre- AX 4.0?
‒ AX 4.0
‒ AX 2009
‒ AX 2012
 R2
 R3

 Who uses master planning in Dynamics AX

 Who trusts master planning results
 Who knows how to troubleshoot master planning behavior

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What is Master Planning?

 A grouping of business processes that includes the following activities: demand management, which
includes the forecasting of sales, the planning of distribution, and the servicing of customer orders;
sales and operations planning, which includes sales planning, production planning, inventory
planning, backlog planning, and resource planning; amaster scheduling, which includes the
preparation of the master production schedule and the rough-cut capacity plan.
• APICS Dictionary

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Master planning basics

- =
Supply Demand Net requirements

Purchase orders Sales orders Planned purchase orders

Production orders
Sales order returns
Inventory adjustments
On-hand inventory
Transfer order receipts
Sales forecast Planned transfer orders
Safety stock Planned production orders
Transfer order shipments
Production line

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Net requirements

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One plan vs Two plans

One plan Two plans

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Master plan setup

General Time fences Futures messages Action messages Safety margin

Inclusion of specific Same time fences as Used to specify if Used to specify if Receipt margin
inventory transactions coverage groups requirement date requirement date on Issue margin
Consider shelf life Used to override should automatically planned order should Reorder margin
Planned production coverage groups update to calculated be automatically
scheduling futures date updated to action
parameters date
Sales forecast settings

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Master planning parameters

General Planned orders Standard update

Dynamic and static plan Find trade agreements Defaults for firming
Default coverage group Planned receipt time Find purchase agreements
Dynamic negative days
Calendar

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Time fences

Time

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Time fences, cont.

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Coverage groups

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Coverage codes
Requirement Period Min/max Manual

Manual
Requirement
Coverage period of 6 Min of 250, max of Net requirements are
Each uncovered
days 1000 not calculated for
demand drives a
Demand is satisfied Once accumulated these items
planned supply
on the first value falls below min,
Can use order
requirement date and an order big enough
multiples to optimize
looks out entire to bring accumulated
coverage period up to the max is
generated

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Positive and negative days

Positive days Negative days

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Dynamic negative days

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Approved planned orders

 
Used to indicated Are not deleted by Intermediate step
orders have been “Delete plan” or between planned
reviewed and should “Regenerate” order and firmed
be acted on order

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Fulfill minimum

http://dynamicconsulting.com/frontpage/i-have-on-hand-inventory-let-me-use-it

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Forecasting
Intermediate forecast Dynamic reduction principle Item allocation keys

• Forecasts can be reduced • “Transactions – dynamic • Used to forecast at a

at intermediate levels period” “product family” level
• Use “All transactions” • Creates dynamic periods • Important with new R3
reduction key on based on forecast date forecasting functionality
coverage group • Controlled on master plan • Interesting for reporting /
parameters viewing stats on “Supply
schedule” form

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12/10/2015

Questions?

JACOB RODER
SR. SOLUTION CONSULTANT
DYNAMIC CONSULTING
JACOB.RODER@DYNAMICCONSULTING.COM

@AXUG, #AXUGKY, #AXUGMRP 19

Questions
Lead times Calendars Safety stock journal

• Where should lead times • Which calendars control • What are safety stock
go? Trade agreements, how master planning journals for?
item coverage, default works? • How are calculations
order settings? • What about closed days performed?
• What’s the “disregard lead or working days?
time” check box for?

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Links
http://blogs.msdn.com/b/axmfg/archive/2015/02/19/more-about-dynamic-negative-days.aspx

http://blogs.msdn.com/b/axmfg/archive/2012/10/12/separating-tactical-and-operative-planning-for-master-scheduling.aspx

http://dynamicconsulting.com/author/jroder/

https://twitter.com/jac_rod

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