Course 80423A: Master Planning in Microsoft Dynamics® AX 2012

Type: Course
Audience(s):information workers
Technology:Microsoft Dynamics AX
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:2 days

First published:

12 April 2012
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.
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:

  • Create, set up, and process master plans.
  • Judge when to use one and two master plan strategies.
  • Handle generated planned orders.
  • Set up and understand reduction keys.
  • Set up and understand period allocation keys and item allocation keys.
  • Create, set up, and understand coverage groups and the item coverage.
  • Create, set up and process forecast models and forecast plans.
  • Create, set up and process master plans with intercompany.
  • Understand how planning can be conducted across multiple sites, locations, and warehouses across multiple Microsoft Dynamics® AX 2012 companies. 
Course details
Course OutlineModule 1: Master Planning Overview
This module provides a high level summary of the main elements of master planning. It contains conceptual information on the differences between master scheduling and forecast scheduling and the regenerative and net change master scheduling processes. It also includes a list of reports that are useful and how the module could be integrated with other modules in an example workflow.
  • Master Planning Overview
  • Master Scheduling, Forecast Scheduling, and Intercompany Master Scheduling
  • Master Planning on Multiple Sites
  • Example of a Master Planning Business Process Flow
After completing this module, students will be able to:

  • 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
This module outlines some main considerations for setting up and using the Master planning module. This includes prerequisite setups in master planning and other modules in Microsoft Dynamics AX 2012.
Conceptual ideas are reviewed such as the one and two plan strategies, operations and job scheduling considerations, and master scheduling execution principles.
Parameters in two important forms in the Master planning module are covered in detail: the Master plan form and the Master planning parameters form. Finally, the module provides an overview of how to handle the main master scheduling results in the Planned order form.
  • 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
After completing this module, students will be able to:

  • 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
This module discusses coverage planning generally and coverage groups specifically. It includes the specific principles and parameters that guide how master planning handles each item or group of items in inventory when a master schedule is run.
It also contains a detailed overview of how groups of items are handled through the definition of parameters in the coverage groups form in the Master planning module. It also includes a detailed review of coverage code principles, negative and positive days, firming and planned order explosion fields, action messages, futures messages.
  • 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
After completing this module, students will be able to:

  • 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
This module explains the possibilities in setting up detailed coverage information on single items that do not fit simple group settings.  It provides an overview of how to define settings in the Items coverage form, the Item details form and the Item coverage setup form. It also includes a brief review of the minimum/maximum key, warehouse and safety stock as these functions apply to coverage settings.
  • 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
After completing this module, students will be able to:

  • 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
This module provides an overview of the main forms involved in defining a forecast plan including forecast models, forecast plans, forecast items and creating a sales forecast in the sales forecast form. It also includes a discussion of item allocation keys, period allocation categories and reduction keys that let you automatically create item configurations.
Lab : Create a Sales Forecast by using Period and Item Allocation KeysLab : End to End Example
After completing this module, students will be able to:

  • 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
This module provides a brief overview of how master scheduling is conducted when companies are running Intercompany. In Intercompany master planning this includes setting up master planning parameters, understanding scheduling sequences, iterations and a review of the scheduling methods, and a brief example of intercompany company relationships. In multisite configuration considerations, this lesson provides an overview of dimensions setup, key elements in the functionality that apply to master planning, and examples of how planning is conducted across sites.
  • Intercompany Overview
  • Intercompany Planning Groups
  • Intercompany Master Scheduling Form
  • Master Planning and Multisite Considerations
After completing this module, students will be able to:

  • 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.
Before attending this course, students must have:
  • General knowledge of Microsoft® Windows®
  • Completed the Introduction to Microsoft Dynamics®AX 2012 course
  • The ability to use Microsoft Dynamics AX 2012 for basic processing 

In addition, it is recommended, but not required, that students have:
  • A basic knowledge of forecasting, planning, production control, purchasing, and inventory concepts.
  • Some practical experience in how to use the Master planning module.
  • Attended the Intercompany Setup and Order Processing in Microsoft Dynamics® AX 2012 course.

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