Solution presentation

Microsoft Dynamics 365 for Financials and Operations

Forecast and Master Planning solution

FPT Software

16 July 2019
Microsoft Dynamics 365 Eco system

Finance and
Operations

Talent

Retail

*brought to you by
Adobe Marketing Cloud
 Areas of investment
Finance

Budget & Project Invoicing & Fixed Accounts

Forecast Accounting Billing Assets Receivable

General Accounts Cash & bank Credit & Expense

Ledger Payable Management Collections

Industry-wide Operations

Cost Inventory Master Procurement Product Quality

Management Management Planning & Sourcing Configuration Management

Transportation Warehouse Distribution Trade

Distribution Management Management Planning Pricing Agreements

Discrete Lean Process Production MFG Resource

Manufacturing Manufacturing Manufacturing Shop Floor Control Planning

The Power of Microsoft Cloud

Embedded Workspace

Compensation Benefits reports Workforce metrics Practice Manager Recruiting Reports Sales and profitability
performance

Warehouse Production Credit and collections Asset management Procurement and Cash flow
management spending performance

CFO Vendor payments Ledger Budget Bank Employee development Learning

Business Process Flow
Demand Forecast Model
Demand Forecast Flow Chart
Azure Machine Learning

Forecasts and
Data science
predictions

End-to-end
science and
analytics
Azure Machine Learning Studio
Azure Machine Learning Studio
Baseline Forecast
Baseline Forecast
Baseline Forecast
Baseline Forecast
Baseline Forecast
Master Planning
Master Planning Consideration

Selecting the correct formula and route

version when running master scheduling.

Defining item coverage by site, warehouse

and/or inventory dimension.

Exploding demand when running master

scheduling according to the dimensions
Material Policies
Material Policies

Production Levels
90

80

70

60

50

40

30

20

10

0
J-15 J-15 A-15 S-15 O-15 N-15 D-15 J-16 F-16 M-16
Minimum Maximum
Material Policies

40

30

20

10

0
1 2 3 4 5
Min: 10 (fixed)
Max: 30
50
40
30
20
10
0
1 2 3 4 5

Min: 10-20 (variable)

Max: 20-40 (variable)
Material Policies

Firming Automatic firming of planned orders (production

and purchase)

Freeze Existing planned orders within this time fence are

not changed when new scheduling is run

Time fence that delays in days are calculated to

Delays warn the user if orders will not be ready at the
scheduled date or need adjustment
Time fence within messages are created that
Actions suggest actions for existing receipts (e.g.
Advance, postpone) and therefore optimize stock

Capacity
Capacity and Job scheduling of routes

Explosion Explosion of BOMs (concerning material and

capacity)

Coverage Period where coverage shall be planned and

calculated
Material Policies

purchase sales purchase

P1 P2
Date

A B C D E F G H I

Positive Negative
days 4 3 2 1 0 1 2 3 days

Pos. / Neg. Period Planned coverage On hand date Action

2/2 D -H New purchase @ F F no action

2/3 D- I Purchase P2 I advance

4/2 B-H Purchase P1 F postpone

Purchase P1 F postpone
4/3 B-I
Purchase P2 I cancel
Material Policies
Safety Lead time
margins
issue =5 purchase = 5
receipt =5
reorder =5

Issue Sales
order

net
Item ready
requirement
to be sent
Item
arrival
Item on hand
Purchase
order

Create Receipt
purchase

Reorder Lead time

5 10 15 20 25 days
Material Policies

Delivery date Start date

(purchase) Sales
(Production)

A1
Time

Purchase Production Actions not

(Raw Mat.) - 3 days Duration: 4 days On hand activated

Action =postpone
(Production)

Production Actions
(to cover A1) - 4 days activated

Following Action
= postpone
(Purchase)

Purchase
(Raw Mat.) - 3 days

Today
Material Policies
Material Policies

Necessary Necessary date to

order date start production Sales

A1
time

Planned purchase
Planned production time
time
(to cover A1) - 4 days
(Raw mat.) - 3 days

Possible
Possible Possible date to delivery date
Sales
order date start production
A1
time

Planned purchase time Planned production time

(Raw mat.) - 3 days (to cover A1) - 4 days

delay delay

Today
Master Plan Output
Master Plan Workspace

Master Plan Workspace offer quick insight into the status of a master planning run, the urgent
planned orders, and the planned orders that cause delays.
Master Plan Workspace

Master Plan Workspace offer quick insight into the status of a master planning run, the urgent
planned orders, and the planned orders that cause delays.
Master Plan Workspace

Master Plan Workspace offer quick insight into the status of a master planning run, the urgent
planned orders, and the planned orders that cause delays.
THANK YOU!