Microsoft Dynamics AX Master Planning

Course 8640 : 2 days; Instructor-Led

Before attending this course, students must have:
• Completed the basic Microsoft Dynamics AX courses
• Know how to navigate through the system

In addition, it is recommended, but not required, that students have completed:
• 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

Course Outline

Course Overview: Introduction to Master Planning

Introduction to Master Planning, introduces the student to the objectives of the Master planning course and the topics it covers. It also describes the recommended prerequisites and experiences the student should have before taking the course.

Lessons
• Course objectives
• Topics
• Course material
• Course prerequisites

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.

Lessons
• Master planning
• Forecast scheduling and Master scheduling
• Global and local Master scheduling
• Reports and deleting obsolete plans
• Workflow example

Exercises
• Master planning
• Master scheduling and Forecast scheduling
• Global and local Master scheduling

After completing this module, students will 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
• Delete old plans and recognize which reports could be used

Chapter 2: Master Plans, Parameters and Planned Orders

This chapter discusses the main elements of setting up the Master planning module including setting up models, plans and parameters. Among other things, the chapter also provides an overview of Operations scheduling and Job scheduling, one and two Master plan strategies and the main differences between Master scheduling and Forecast scheduling.

Lessons
• Introduction to Master scheduling
• Master plans
• Operations scheduling vs. job scheduling
• Parameters
• Master plan strategies
• Planned orders

Exercises
• Specify a vendor for items
• One Master plan strategy
• Change to a two Master plan strategy
• Create a sales order
• Explosion

After completing this module, students will be able to:
• Set up Master plans
• Run a Master schedule
• Understand the difference between one and two Master plan strategy
• Deal with planned orders

Chapter 3: Coverage Groups

This module explains the meaning and set up of coverage groups. All the fields are shown. The different coverage principles are illustrated with the use of examples.

Lessons
• Introduction to coverage groups
• Positive and negative days
• Futures
• Actions

Exercises
• Coverage code
• New setup

After completing this module, students will be able to:
• 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 module explains the possibilities in setting up detailed coverage information on single items. The role of warehouses in connection with Master planning is highlighted. Information on minimum- and maximum key and the use of the safety stock journal is also reviewed.

Lessons
• Introduction to coverage settings
• The Items table
• The Item coverage form
• Minimum/Maximum keys
• Item setup
• Warehouses
• Purchase lead times
• Safety stock journal

Exercises
• Adjusting item coverage using the Item coverage form
• Set up of Minimum keys

After completing this module, students will be able to:
• Set up coverage rules per item
• Specify detailed coverage information
• Understand the concept of warehouses in master planning
• Know minimum- and maximum keys
• Use the safety stock journal

Chapter 5: Forecast Plans

This chapter provides a detailed look at the process of Forecasting in Microsoft Dynamics AX. The student will understand how to set up a Forecast plan and the way in which it is integrated into the Master planning process. This chapter also explores how to reduce the forecast, according to different reduction principles.

Lessons
• Forecast scheduling
• Forecast models
• Forecast plan
• Enter the forecast line
• The scheduling process and the result
• Item allocation keys
• Period allocation keys
• Reduction keys

Exercises
• Sales forecast

After completing this module, students will be able to:
• Set up item allocation keys
• Set up period allocation keys
• Create sales and purchase forecasts
• Run forecast scheduling
• Reduce the forecasts by reduction keys or open sales orders

Chapter 6: Intercompany

This chapter explains the setup and integration of intercompany functionality within the standard features of the Master planning module. It accomplishes this using three example companies and the lesson revolves around setting up and running Intercompany scheduling on these companies.

Lessons
• Set up and run Intercompany scheduling
• Results of Intercompany scheduling
• Explosion from sales order line

Exercises
• Set up and run Intercompany scheduling on three example companies

After completing this module, students will be able to:
• Set up Intercompany master schedule
• Work with make or buy decisions
• Run periodic Master schedule for Intercompany

For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100