Connect Learn Share Master Planning Unplugged AXUG Boston

Connect Learn Share Master Planning Unplugged: AXUG Boston Chapter Meeting Andrew Lencsak Sr. Consultant, e. BECS North America 03 November 2016

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Agenda § § Introduction Main differences between versions Static and Dynamic Plans Coverage Settings – Coverage Groups – Item Coverage § Production and Capacity considerations § Demand Forecasting @AXUG

Introduction 4 @AXUG

Differences between versions § AX 2009 introduction of Sites § AX 2012 had mostly performance tweaks, more robust § AX 2012 R 3 introduces new storage and tracking dimension implications and Demand forecasting § AX 7: Futures and Future Dates now called Calculated delays and Delay days, using Azure Machine Learning rather than SSAS for demand forecasting, and Excel demand forecast process more streamlined § WHS (“WAX”) has “Replenishment” between locations § Lean can have Scheduled Kanbans @AXUG

How many plans to have? Static V Dynamics plans • Most companies only have 1 or 2 plans, but you can have as many as needed • You can copy Static plans to Dynamic Plans or the Static and Dynamic plan could be the same. • Dynamic plans used for Explosion/CTP and see demand in real time • If using multiple plans, be diligent and ensure you’re updating and reacting to the correct one • Some companies will have a Production plan and a Purchasing Plan. @AXUG

Coverage Groups § 4 coverage types: – – Requirement Period Manual Min/Max @AXUG

Item Coverage § Override coverage group settings § Define Multi dimension planning: i. e. per site, warehouse, define transfer order scenarios § Where Minimum and maximum levels of inventory (safety stock) are specified @AXUG

Production and Capacity § § § Resources/groups: Work centers Routes Capacity Sequencing Substitution planning formula lines @AXUG

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Demand Forecasting § Introduced in AX 2012 R 3 § Generate a statistical forecast based on transaction history § Can copy last period’s demand as new forecast or use SSAS to calculate based on time series parameters § Transaction types and historical period to include can be configured § Modifiers in the form of parameters can be adjusted for smoothing techniques § Can Remove outlier transactions @AXUG

Demo § DEMO @AXUG

Upcoming Events Webinars: http: //ebecs. com/events § Master Planning Unplugged 5: Scheduling basics Fri, 04, Nov, 2016 18: 00 PM - 19: 00 PM GMT - 14: 00 PM - 15: 00 PM EDT § Transforming the construction industry through digitisation Tue, 08, Nov, 2016 14: 00 PM - 14: 30 PM GMT - 09: 00 AM - 09: 30 AM EST § Lean Sales and Marketing with e. BECS & Dynamics CRM Fri, 18, Nov, 2016 18: 00 PM - 18: 45 PM GMT - 13: 00 PM - 13: 45 PM EST @AXUG

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