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12/10/2015
JACOB RODER
SR. SOLUTION CONSULTANT
DYNAMIC CONSULTING
JACOB.RODER@DYNAMICCONSULTING.COM
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
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
4
@AXUG, #AXUGKY, #AXUGMRP
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- =
Supply Demand Net requirements
Net requirements
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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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Dynamic and static plan Find trade agreements Defaults for firming
Default coverage group Planned receipt time Find purchase agreements
Dynamic negative days
Calendar
Time fences
Time
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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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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
Forecasting
Intermediate forecast Dynamic reduction principle Item allocation keys
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12/10/2015
Questions?
JACOB RODER
SR. SOLUTION CONSULTANT
DYNAMIC CONSULTING
JACOB.RODER@DYNAMICCONSULTING.COM
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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