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

Lab: Exercises

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

After completing this chapter, students will be able to:

Module 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

Lab: 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 chapter, students will be able to:

Module 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

Lab: Exercises

• Coverage code
• New setup

After completing this chapter, students will be able to:

Module 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

Lab: Exercises

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

After completing this chapter, students will be able to:

Module 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

Lab: Exercises

• Sales forecast

After completing this chapter, students will be able to:

Module 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

Lab: Exercises

• Set up and run Intercompany scheduling on three example companies

After completing this chapter, students will be able to: