Module 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 Overview
• Forecast scheduling and Master scheduling
• Global and local Master scheduling
• Master planning on multiple sites
• Example of a workflow

Lab: 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 chapter, students will be able to:

Module 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.

Lessons

• 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

Lab: 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 chapter, students will be able to:

Module 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.

Lessons

• Posting Groups
• G/L Account Cards
• The Chart of Accounts Window

Module 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.

Lessons

• 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

After completing this chapter, students will be able to:

Module 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.

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

Lab: Create a Period allocation key

Lab: Create an Item allocation key

Lab: Create a Sales forecast

After completing this chapter, students will be able to:

Module 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.

Lessons

• Intercompany scheduling
• Multisite

Lab: 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 chapter, students will be able to: