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Microsoft Dynamics AX 2009 Master Planning
Course 80021: Two days; Instructor-Led
On This Page
| Prerequisites | |
| Microsoft Certified Professional Exams | |
| Course Materials | |
| Course Outline | |
| Take This Training |
Prerequisites
Before attending this course, students must have:
| • | Completed the basic Microsoft Dynamics AX 2009 courses |
| • | Know how to navigate through the system |
In addition, it is recommended, but not required, that students have:
| • | A basic knowledge about Master planning |
| • | Some practical experience in the use of a Master planning module |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
Course Outline
Chapter 1: Master Planning Overview
This chapter 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 global and local Master scheduling processes. It also includes a list of reports that are useful and how the module might be integrated with other modules in an example workflow.
Sections
| • | Master planning Overview |
| • | Forecast scheduling and Master scheduling |
| • | Global and local Master scheduling |
| • | Master planning on multiple sites |
| • | Example of a workflow |
Test Your Knowledge
| • | Purpose of Master planning |
| • | Local Master scheduling |
| • | Difference between Master planning and Forecast planning |
| • | Difference between Static and Dynamic plans |
After completing this module, students should be able to:
| • | Describe the main concepts of Master planning in Microsoft Dynamics AX |
| • | Distinguish between Forecast scheduling and Master scheduling |
| • | Distinguish between a local and a global master plan |
| • | Understand how the Master planning module fits into a workflow |
Chapter 2: Master Plans, Parameters and Planned Orders
This chapter outlines some of the 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 2009. Conceptual ideas are reviewed such as the one and two plan strategies, Operations and Job scheduling considerations, Master scheduling execution principles, and so on.
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 chapter provides an overview of how to handle the main Master scheduling results in the Planned order form.
Sections
| • | Overview of plan input and output |
| • | Preliminary considerations |
| • | Understanding the overall workflow |
| • | Master plan form |
| • | Operations and job scheduling |
| • | Static and dynamic master plans |
| • | Master scheduling principles |
| • | Master planning parameters form |
| • | Master scheduling results |
Test Your Knowledge and Labs
| • | Preliminary considerations |
| • | Process for setting up the Master planning module |
| • | Settings on Master planning parameters form |
| • | Master planning principles |
| • | Results of master scheduling |
| • | Run Master scheduling with Sales orders |
After completing this module, students should be able to:
| • | Understand how to set up the Master planning modules and the integrated settings that are mandatory and optional |
| • | Define settings in Master plans form and Master planning parameters form |
| • | Run a Master schedule and understand the results |
| • | Understand the difference between one and two Master plan strategy |
| • | Deal with planned orders |
Chapter 3: Coverage Groups
This module coverage planning generally and Coverage groups specifically, including 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. Another other things, it includes a detailed review of Coverage code principles, Negative and Positive days, Firming and planned order explosion fields, Action messages, Futures messages and so on.
Sections
| • | Posting Groups |
| • | G/L Account Cards |
| • | The Chart of Accounts Window |
Demonstrations and Labs
| • | Create new item |
| • | Setup new coverage group |
| • | Attach coverage group to an item |
| • | Change the setup of the Coverage group |
After completing this module, students should:
| • | Understand the main concept of coverage groups |
| • | Know how to set up a coverage group |
| • | Know the concept of positive and negative days |
| • | Understand futures and actions |
Chapter 4: Coverage Settings
This lesson 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 pertain to coverage settings.
Sections
| • | Introduction to detailed coverage settings on items |
| • | Coverage settings in the Item details form |
| • | Item coverage fields relevant to coverage settings |
| • | Minimum/Maximum keys |
| • | Item coverage setup |
| • | Warehouses |
| • | Safety stock journal |
Labs and Examples
| • | Create a new warehouse |
| • | Create a new item |
| • | Create coverage records |
| • | Setup coverage parameters for items Item coverage form |
| • | Example of use of Minimum and Maximum keys |
After completing this module, students should be able to:
| • | Set up coverage rules per item |
| • | Specify detailed coverage information |
| • | Understand the concept of warehouses in master planning |
| • | Knowledge of minimum- and maximum keys |
| • | Use the safety stock journal |
Chapter 5: Forecast Plans
This lesson 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 keys and Reduction keys, which allow you to group item information.
Sections
| • | Forecast scheduling |
| • | Forecast models |
| • | Forecast plan |
| • | Enter the forecast line |
| • | The scheduling process and the result |
| • | Item allocation keys |
| • | Period allocation keys |
| • | Reduction keys |
Demonstrations and Labs
| • | Create a Period allocation key |
| • | Create an Item allocation key |
| • | Create a Sales forecast |
After completing this module, students should be able to:
| • | Set up item allocation keys |
| • | Set up period allocation keys |
| • | Create sales and purchase forecasts |
| • | Run forecast scheduling |
| • | Understand how the forecast is effected by reduction keys or open sales orders |
Chapter 6: Intercompany
This lesson provides a brief overview of how Master scheduling is conducted when companies are running Intercompany or Multisite functionality. In Intercompany this includes setting up Master planning parameters, understanding scheduling sequences, iterations and a review of the scheduling methods, as well as a brief example of Intercompany company relationships. In Multisite this includes an overview of the Multisite setup, key elements in the functionality that pertain to Master planning, and an example of how planning is conducted across sites.
Sections
| • | Intercompany scheduling |
| • | Multisite |
Test Your Knowledge and Example
| • | Example: Master planning across sites Set up and run Intercompany scheduling on three example companies |
| • | How Master scheduling handles Intercompany |
| • | What parameters are specified when Intercompany Master scheduling is run |
| • | The main areas of Multisite relevant to Master scheduling |
| • | The general results of an MRP run in Multisite environment |
After completing this module, students should be able to:
| • | Understand the overall Intercompany master scheduling process |
| • | Understand the overall Multisite master scheduling process. |
Appendix: Solutions
Appendix A contains all the answers to the Test Your Knowledge questions and Appendix B, contains additional Step by Step solutions to the Labs.
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