About this Course This two-day instructor-led course provides students with the necessary tools and resources to perform moderate to advanced tasks for the setup and process of forecast and master planning in Microsoft Dynamics AX 2012. 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. Prerequisites Before attending this course, students must have:
In addition, it is recommended, but not required, that students have:
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Audience Profile 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. |
At Course Completion After completing this course, students will be able to:
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Course Outline
Module 1: Master Planning Overview
Lessons
- Master Planning Overview
- Master Scheduling, Forecast Scheduling, and Intercompany Master Scheduling
- Master Planning on Multiple Sites
- Example of a Master Planning Business Process Flow
- Describe the main concepts of master planning in Microsoft Dynamics AX 2012.
- Differentiate between forecast, master, and intercompany scheduling.
- Differentiate between regenerative and net change master planning and how to start the process.
- Differentiate between static and dynamic plans.
- Describe master planning across multiple production sites
- Explain the master planning role as part of an integrated business process workflow in a hypothetical company.
Module 2: Planning Considerations and Setup
Lessons
- 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
- List considerations that influence how master planning is set up.
- Describe how master planning integrates with other modules in Microsoft Dynamics AX 2012 and outline the setup process.
- Discuss the setup of the master planning parameters.
- Discuss the settings in the Master plans form that influence how master scheduling calculates requirements.
- Review the difference between operations scheduling and job scheduling.
- Describe the main uses of one and two master plan strategies and define the static and dynamic master plans.
- Describe the three principles that can be applied when you run master scheduling.
- Discuss the results of master scheduling.
Module 3: Coverage Groups
Lessons
- Coverage Groups and Parameters
- Creating Coverage Groups
- Coverage Periods
- Positive and Negative Time Fences
- Planned Orders
- Safety margins
- Action and Futures message configuration
Lab : Create a New Coverage Group and Released Product
- Explain the main elements of coverage planning in Microsoft Dynamics AX 2012.
- Name each coverage code principle and explain how it guides master scheduling in handling groups of items in inventory.
- Define the use of positive and negative days.
- Define the three safety margins: the receipt margin, the issue margin and the reorder margin and explain how they influence master scheduling.
- Define how action messages and futures messages are used.
Module 4: Coverage Settings
Lessons
- Introduction to Detailed Coverage Settings
- Coverage Settings Precedence
- Detailed Coverage Overview
- Item Coverage
- Minimum/Maximum Keys
- Item Coverage Setup
- Warehouses Form
- Safety Stock Journal
Lab : Set up Coverage Settings for Product
- Explain coverage setting order of precedence in Microsoft Dynamics AX 2012.
- Explain why you would use detailed coverage.
- Explain and specify detailed coverage settings on individual items by using the Item coverage form.
- Describe how to use minimum and maximum keys.
- Describe how to copy item coverage records with settings to one or more items without settings.
- Define how warehouses are used in coverage planning when item coverage records are specified for the warehouse dimension.
- Review how to use the safety stock journal and how the safety stock level is calculated.
Module 5: Forecast Plans
Lab : Create a Sales Forecast by using Period and Item Allocation Keys
Lab : End to End Example
- State the interdependencies between master planning and forecast planning.
- Name the three types of forecast schedules.
- Describe the process of creating forecast models and submodels.
- Describe the general process of defining forecast plan parameters.
- Name the types of forecast lines that can be created in the Forecast items form.
- Describe the process of setting up forecast lines and forecast line parameters for a demand forecast.
- Describe the process of setting up forecast lines and forecast line parameters for a supply forecast.
- Define the process of setting up item allocation keys.
- Define the process of setting up period allocation categories.
- State the role of reduction keys on open sales orders to reduce the forecasts.
- Describe the general process of running a forecast schedule and view the results.
Module 6: Intercompany Master Planning
Lessons
- Intercompany Overview
- Intercompany Planning Groups
- Intercompany Master Scheduling Form
- Master Planning and Multisite Considerations
- Describe the key concepts and configuration for intercompany master planning.
- Define how to create intercompany planning groups.
- Describe the settings for the Intercompany master scheduling form and running intercompany master scheduling.
- Describe master planning scenarios for intercompany environments.