Master planning training for Dynamics AX 2009

1. OAD Dynamics AX 2009 Training: Master Plan

2. Agenda

3. Master Plan Overview

5. Finite Materials

6. Items Dimensions

7. Lead Time

8. BOM structure

10. Work Capacity

11. Finite Capacity

12. Job Scheduling

13. …….Capacity Requirements Planning (CRP)

14. Multi-sites Master Plan

15. Generous Flow in Master Plan Optional Planned Purchase Order Purchase Order Setup Master Plan Item Coverage Item Master Setting Run Master Plan Planned Production Order Production Order Transfer Plan Planned Transfer Order Parameters Setting

16. ParametersSetting

17. Master Plan  Setup  Parameters General Tag 1 3 2

18. 1. 1 Static Master Plan Calculate requirements based on current data. The plan remain unchanged until next static master plan running. It is an operation plan most likely run by purchaser or production planner.

19. 1.2 Dynamics Master Plan Calculate requirements based on net requirements. It is an sales plan most likely run under the changing of sales order.

20. 1.3 Dual Plan Single plan (both static and dynamics are the same plan) and Dual plan (use different plan for static and dynamics). Dual plan is used while sales simulation without affecting current results. Single plan is used when the sales simulations is usually firmed to planned order.

21. 2.1 General Coverage Group It is default item coverage group in running master plan when item has not defined Item coverage group. Priority: Item Coverage >> General Coverage Group

22. 2.2 Future Time If receipt time > future time, one day will be added in future day (planned day). E.g.

23. 3. Today date Running master plan based on this calendar. User can select different calendar and run master plan.

24. Master Plan  Setup  Parameters Planned Order Tag 4

25. 4.1 Find Trade Agreement Search vendor either in lowest price or shortest lead time when running master scheduling.

26. 4.2 Receipt Time Automatically assigned to planned production order. If receipt time > future time, future message will be generated. User can choose amend delivery date (receipt date of planned order) as future date.

27. Master Plan  Setup  Parameters Standard Update tag 5

28. 5.1 Group by Vendor/ buyer / Period Group planned purchase order by vendor / buyer / period.

29. MasterPlan

30. Master Plan  Setup  Plans  Master Plan Standard Update tag 7 6 8

31. 6 Include criteria User can include following criteria in master plan: - On hand - Inventory Transaction - Sales Quotation (include %) - RFQ - Forecast Plan

32. 7.1 Scheduling Method Operation Scheduling - Production will be scheduled in work center group and date Job Scheduling - Production will be scheduled in work center and time

33. 7.2 Time fence (I) Background capacity time fence - Search for capacity which available - usually 0 (search to today) Finite capacity - Time fence for finite production scheduling Bottleneck capacity - Time fence for bottleneck resources Normally, finite capacity for short-term scheduling and bottleneck capacity for middle term scheduling

34. 8. Forecast Plan Forecast Plan: link to forecast plan Reduction Key: used to reduce forecast amount in future Alternative: set reduction principle in master plan

35. Master Plan  Setup  Plans  Master Plan Time Fence tag 9

36. 9. Time fence (II) Coverage: time fence for master plan cover Freeze: will not create planned orders in this period Firming: will automatically generate purchase / production order Explosion: will explore BOM item in this period

37. Con’t Forecast Plan: Consider forecast in this time period. Capacity: Consider working capacity for this period Action Message: Time fence to consider action date Future Message: Time fence to consider possible future date.

38. Master Plan  Setup  Plans  Master Plan Future Message tag / Action Message tag 10 11

39. 10. Future Message Update planned production / purchase / transfer order - Update delivery date to possible future date - e.g.

40. 11. Action Message Update delivery date to date which nearest requirement date e.g.

41. Master Plan  Setup  Plans  Master Plan Safety Margin tag 12

42. 12. Safety Margin Receipt Margin - Additional time for purchase receipt Issue Margin - Deduce issue requirements (Sales Order) from master scheduling Reorder Margin - Additional lead time for purchase in master scheduling

43. Forecast Scheduling

44. Forecast plan overview Forecast Scheduling Forecast Plan Forecast Model 1 Forecast Model 2 Forecast Model n ……… ITEMs

45. Inventory Management  Setup  Forecast  Forecast Model Forecast Model

46. 13

47. 13. Forecast Model Arrange sub-model for the forecast model Run forecast plan using upper forecast model

48. Master Plan  Setup  Forecast Plans Forecast Plan 14

49. 14. Define the forecast plan User can select whether forecast plan include sales/purchase forecast Select forecast model the forecast plan apply to.

50. Inventory Management  Periodic  Forecast  Item  Entry Item 15

51. 15. Define forecast Model: Define which forecast model to be run Customer Account / Group: Create customer-based forecast Item Allocation Key: allocate item ratio to item group Sales Quantity: forecast Qty for 1 unit per forecast Allocation: Set length of forecast period

52. Item Coverage

53. Inventory Management  Periodic  Forecast  Item  Entry Item 15 14 16

54. 14. Coverage Coverage plan: Days coverage in this group Coverage code: - Period - Requirements - Min.Max

55. Con’t Period: consolidate requirements by period Requirements: Driven by sales order / forecast Min/ Max: Safety stock

56. 15. Positive & Negative Days Positive days: Days of period not issue PO under positive requirements Negative days: Days of period not issue PO under negative requirements

57. 16. Others BOM version requirements: Requirements by BOM version. Route Version requirements: Different route will be taken consideration in coverage planning

58. Planned Order

59. Master Plan  Periodic  Forecast Plan / Master Plan 17

60. 17. Planned Order Select master plan / forecast plan to run Planned order will be generated Release planned purchase order / production order / transfer order in “ Master Plan  Place  Planned”

61. Lab Please follow the instruction sheet.

62. Q & A

63. Thank You