A master planning setup checklist for Dynamics AX 2012

-

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

Comments

Post a Comment

Popular posts from this blog

Warehouse Management System in AX 2012-Set Up & Configuration

-
Image
Warehouse Management System in AX 2012-Set Up & Configuration Hi All, As promised in my last post, I am back with WMS feature in AX 2012 R3. This is very interesting  and absolutely a new module that has been added to AX 2012 R3 whose purpose is basically to monitor and automate warehouse processes. WMS in AX is an Advanced distribution which provides complete real time and global view in the business efficiently. Warehouse Management for Microsoft Dynamics AX is an integrated warehousing solution for advanced distribution and order fulfillment that adds to the current capabilities of Microsoft Dynamics AX to support distribution companies and logistics providers. Overview of Features : You can configure inbound and outbound intelligent workflows. You can assign orders to clusters to pick from a single location, and configure profiles to control the validation and packing of items into shipping containers. You can create, implement, and release work by using batch-
Read more

Create Item/Product and Product master in Dynamics AX 2012 R2

-
Image
Create Item/Product and Product master in Dynamics AX 2012 R2 In This Article we are going to discuss how to create a product and Product master (Items). In 2012 R2, ‘ Item’  is replaced with ‘ Product’ . Item master was in Inventory Management Module, now there is a separate module for item/product creation ‘Product Information Management’. There are two types of Products in 2012 they are: 1. Product 2. Product Master 1. Product: Clearly identifiable products that do not have variations associated with them. You can think of them as standard or base products. Use the  Products list page  in the  Product information management  module to view and manage products. Manage Product: 2. Product Master: These serve as templates or models for  variants . The  variants  of a product master can be either predefined or created in sales scenarios by using a product configuration. A product master is associated with one or more product  dimensions , or for some confi
Read more

D365: Request for quotations (RFQ). Process RFQ overview

-
Image
D365: Request for quotations (RFQ). Process RFQ overview In this blog post I am going to review one type of procurement solicitation that is available within Microsoft dynamics 365 for Finance and Operations – Requests for quotations (RFQ). In general, RFQ is used when the company wants to receive competitive offers from several vendors for the goods they might purchase. As the result, company invite suppliers into a bidding process to bid on specific products or services, it is some kind of putting out goods to tender or requesting for proposal. And now it’s time to step up to the plate and follow the process presented below: I would like to bring to the table details on creating an RFQ, sending it to vendors, and evaluating bids returned by vendors. The first step in the RFQ process is to set up prerequisites. The following prerequisites are required for this functionality. Let’s break each setting down… Procurement and sourcing parameters for requests for quot
Read more