A master planning setup checklist for Dynamics AX 2012

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A master planning setup checklist for Dynamics AX 2012

A few days ago I brushed off my Dynamics AX 2009 documentation and put together a master planning setup checklist for AX 2009. This post is the Dynamics AX 2012 version.
A few things changed from AX 2009 to AX 2012 – well quite a lot changed really – but if you’re going to setup Master planning in AX 2012 you’re still going to be working in lots of different forms, accessed through lots of different menu paths. Incidentally, as I was reviewing the earlier post, I realised that I’d ignored Intercompany master planning – that was because the company I was working with at the time hadn’t purchased the Intercompany module – they only had one operating company, and therefore had no requirement for Intercompany sales orders and intercompany purchase orders. Of course with the new ‘named user’ licencing model in Dynamics AX 2012 all modules are activated all of the time, so I’ve included intercompany master planning in the setup checklist, but obviously if that’s not relevant to your environment just skip over those steps.
I’ve also taken the opportunity to put in a bit more comment and explanation this time around. So here goes:
Module / Menu pathSetupComment
Basic > Setup > CalendarWorking times templateYour next step is to setup a calendar and define the calendar working times (and open and closed days) using the Working times template – so create this first.
Basic > Common formsCalendarDefine work times using the Working times template.
You’ll specify a Today’s date calendar on the master planning parameters and a working time calendar on each coverage group.
Master planning > SetupMaster planning parametersYou’ll have to re-visit the parameters after setting up a forecast plan, master plans, and coverage groups.
Master planning > Setup > PlansForecast plansOptional in AX 2012 – only required if you want to plan using Gross requirements (as opposed to Master scheduling’s Net requirements).
Inventory management > Setup > ForecastForecast models
Inventory management > Setup > ForecastItem allocation keysOptional
Inventory management > Setup > ForecastPeriod keysOptional
Master planning > Setup > PlansMaster plansYou need at least one (the ‘Static’ plan in the master planning parameters)
Master planning > Setup > CoverageMin/max keysNot normally used
Master planning > Setup > CoverageReduction keysOnly required if you use a ‘… – reduction key’ Reduction principle in your master plan setup.
If used, Reduction keys are specified on the Coverage group – so set them up first.
Master planning > Setup > CoverageCoverage groupsYou’ll need a few coverage groups.
Manual or None for no planning;
Requirements for make/buy to order.
Period groups (weeks, months, etc.) for normal planning
Min/Max for re-order point.
Although the calendar’s optional, add one to each coverage group.
Master planning > SetupIntercompany planning groupsYou’ll have to come back and set this up once the master plans have been created in each company in the intercompany supply chain
Product information management > Setup > Dimension groupsStorage groupsNormally enable ‘Coverage plan by dimension’ for Warehouse.
You have to plan by Site, and by Product dimensions (Configuration, Size, Colour, Style); and you don’t normally plan by Tracking dimensions (Batch and Serial)
Inventory management > Setup > Inventory breakdownWarehousesManual warehouses
Refilling warehouses
Transport lead times
For finished goods items:
Inventory management > Inquires > ForecastDemand forecastBy item and warehouse
For Production items:Item master (Released products) Plan fast-tab Coverage group.
Engineer fast-tab Production type
Default order settings Default order type
Active Bill of material version
Active route version or production lead time
Production order minimum, multiple, and possibly maximum quantities
For purchased items:Item master (Released products) Plan fast-tab Coverage group.
Default order settings Default order type
Purchase fast-tab Primary vendor. Optionally Purchase action tab > Approved vendor > Setup
Default order settings : Purchase lead time;
Purchase order minimum and multiple quantities
For all items:Plan action tab > Coverage > Item coverage records for minimum stock (by warehouse)
Item coverage records to over-ride default re-filling warehouses
Default order settings : Transfer order (inventory) quantities
System administration > SetupBatch groupBest to setup a batch group (and related batch servers) for the master planning batch job
Master planning > PeriodicMaster scheduling and/or
Intercompany master scheduling		Setup as recurring batch jobs

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