Deep Dive Dynamics AX 2012 MRP Peer to

Deep Dive Dynamics AX 2012 MRP Peer to Peer | Greater Scale | More Voices | Faster

Welcome and Introductions • Sr. PFE Dave Phillips – – – Complete Profile out on Linked. In Great Plains 1999 First team on Dynamics AX Fullscope (Edgewater) 2009 – 2011 Microsoft 2011 - present • Sr. Escalation Engineer Chad Aberle from our support organization – Help field MRP questions and he also helped with presentation content.

Agenda • Welcome and Introduction – Live portion is AX 2012 R 2 CU 6 (and patched) – Save scenario type questions to the end please. • • What is MRP? Sources of MRP Questions? Patching LCS (Lifecycle Services) and MRP Data Integrity Planning Considerations and Setup (80423 manual) Coverage Settings (80423 manual) Forecast Plans (80423 manual)

Agenda (continued) • • • Intercompany Master Planning discussion Parameter Sniffing Orphan Plans Helpers/Bundles Threading WAX/TRAX and MRP Variants Rough Cut/What If? MRP as a means to test data discussion Questions and Answers Conclusion

What is MRP (Material Requirements Planning)? MRP is a set of techniques that uses bill of material data, inventory data, and the master production schedule to calculate requirements for materials. It makes recommendations to reorder materials. Furthermore, because it is time-phased, it makes recommendations to reschedule open orders when due dates and need dates are not in phase. Time-phased MRP begins with the items listed on the Master Production Schedule and determines the quantity of all components and materials required to fabricate those items and the date that the components and material are required. Time-phased MRP is accomplished by exploding the bill of material, adjusting for inventory quantities on hand or on order and offsetting the net requirements by the appropriate lead times. *Source is APICS (see also Orlicky)

What is MRP?

What is MRP (continued)?

Sources of MRP Questions • Why do I have (or not have) this Item, or Quantity, or Date or Order? – MRP Settings (80423 manual) – Education and Experience • MRP Performance (often all three are present). – MRP Settings (manual) – Patching – Data Integrity The Dyn. Perf and AOT Tracing tools can help with performance issues.

MRP Performance - Patching • LCS (Lifecycle Services) - https: //lcs. dynamics. com/v 2 – MSFT’s Shelly Bakke

LCS (Lifecycle Services) and MRP • https: //lcs. dynamics. com/v 2 • LCS can search on object names such as ClassesReq. Calc or TablesReq. Trans (MRP tables start out with a Req…)

MRP Performance - Patching (cont. ) • Below is an actual Premier customer example • Patching can be CU’s (e. g. CU 7) and/or KBs. • Patching can dramatically improve MRP performance.

MRP Performance - Data Integrity • Data integrity is a significant source of MRP performance issues. • Implementing or upgrading customers ensure you have complete understanding with your partner about who is responsible for: – Importing/Upgrading Data – Data Integrity – And set ground rules for data disputes • Consider hand entry of data and/or leaving most transactional behind (e. g. trying to import into normalized Invent. Trans tables)

Planning Considerations and Setup • Switching over to the MSFT 80423 MRP manual

Planning Considerations and Setup

Planning Considerations and Setup • MRP menu overview • Parameters form – – – – Two Plan or One Plan Strategy (table Invent. Sum. Log. TTS) General Coverage Group as part of Coverage hierarchy Use of Cache field set to Maximum Number of Tasks in a Bundle (later) Planned Orders Receipt Time (seen in Production Order) Update Marking set to No (if possible) “Planned Order” Number Sequences • • Preallocate and test Quantity of Numbers Continuous set to No (I have seen some set to Yes).

Planning Considerations and Setup (cont. ) • Master Plans form – – – “Planned Order” Number Sequences per Plan Time Fences to turn off Action and Futures Messages are recommendations Safety Margins

Planning Considerations and Setup (cont. ) – Margins Overview

Planning Considerations and Setup (cont. ) – Margins are cumulative

Planning Considerations and Setup (cont. ) • Forecast Plans form – “Planned Order” Number Sequences per Plan – Time Fences – Safety Margins • Master and Forecast Plan Session Logs • Master and Forecast Scheduling under Periodic – – Master Scheduling Regeneration Principle Track Process Task Duration (limit the population) Batch to use Helpers Forecast Schedule before Master Scheduling if a FC change • Planned Orders form – Also under respective modules (e. g. Planned Purchase Orders)

Planning Considerations and Setup (cont. ) • Do not Delete Plans • Safety Stock Journal rolls to Item Coverage • Master Planning | Common | Supply Schedule requires setup of the Organization Administration | Common | Calendars | Period Templates. • Master Planning | Inquiries | Processes | Unfinished Scheduling Processes • Master Planning | Setup | Item Setup • Miscellaneous – Never database log on key Req (MRP) tables such as Req. PO

Planning Considerations and Setup (cont. ) • Miscellaneous – Organization Administration | Setup | Scheduling Parameters – Coverage Plan by Dimension field in Product Dimension Groups • Impacts Item Coverage fields – Production Parameters Maximum Job Lead Time field – Production Parameters | Status setup of field Estimation – Inventory and Whse | Setup | Inventory Breakdown | Warehouses • • Prohibit MRP examination of the Warehouse with “Manual” Setup a Refilling scenario at the Warehouse Level (as opposed to Item). – Product data (e. g. Site Specific) – Order line “Confirmed” dates.

Coverage Settings • Coverage term indicates MRP • Coverage Groups form – – – Coverage Code Positive/Negative Days example Requested Production Status Reduction Key and Forecast Scheduling Cannot turn off Action and Futures Messages in Coverage Action and Futures Messages are recommendations • Item Coverage – Coverage Plan by Dimension field in Product Dimension Groups

Coverage Settings (Continued) • The Coverage Hierarchy – How MRP searches for settings on how to plan for the Item.

Forecast Plans

Forecast Plans (Continued) • • Forecast Scheduling does not net. Inventory & Whse | Setup | Forecast Models Master Planning | Setup | Coverage | Reduction Key Coverage Group Reduction Key required in order to consume a Forecast bucket • Forecast Plans • Product Forecast – Often modified to ease forecast creation and maintenance • Forecast Scheduling • Planned Orders

Intercompany Master Planning • Discussion • Who use Intercompany and challenges faced?

Parameter Sniffing • Parameter Sniffing can occur in many different applications. “Query parameterization promotes the reuse of cached execution plans, thereby avoiding unnecessary compilations, and reducing the number of ad-hoc queries in the plan cache. [However, ] an execution plan that is efficient for one parameter value may not be a good choice for other possible parameter values. ” (Paul White article) • Sr. PFE Michael De. Voe wrote an excellent Dynamics AX oriented blog on the subject located here… http: //blogs. msdn. com/b/axinthefield/archive/2014/01/09/sql -server-parameter-sniffing-with-dynamics-ax-just-plainevil. aspx

Parameter Sniffing (continued) • Usually Parameter Sniffing is only in environments with multiple Legal Entities. • The KB fix in Michael’s addresses Partitions and Data. Area. IDs (i. e. Company and Legal Entity). • In MS SQL “dbcc freeproccache” and then run MRP against your largest company to test.

Orphan Plans • The old MRP plan is no longer deleted at the beginning of a MRP run. Instead a new plan is created in table Req. Plan. Version that is referenced by other Req (MRP) tables. This is done so the old plan can still be used during a run of MRP. However, at the end of the MRP run the old plan set to Inactive and the new plan is set to Active. • If a MRP run is clean a job spawns to purge the Inactive plan. • If a MRP run is a terminated for some reason the Plan. Version records can be orphaned. • MSFT has a SQL script to clean up these orphan records.

Orphan Plans (continued) Plan Cleanup Job

Orphan Plans (continued) MSFT Script example (performance gains are possible)

Helpers/Bundles • • • Use of Helpers with Bundles can improve performance Trials determine the optimal combination Helpers are found on the Master Scheduling form Bundle Tasks are found in MRP Parameters form Example of format that helped a Premier Customer.

Threading • Portions of MRP are single threaded regardless of helpers. – – – – Initializing Re. Calculate. Item. Levels Pre. Update Insert. Inter. Company. Demand Post. Update Pre. Coverage Etc.

Threading (continued)

WAX/TRAX and MRP • WAX/TRAX or (not and) “traditional” Dynamics AX warehousing. See … http: //blogs. msdn. com/b/dynamicsaxscm/archive/2014/06/2 6/warehouse-and-transportation-management-vs-the-oldadvanced-warehouse-management. aspx • There is Replenishment functionality in WAX.

Variants • Support is investigating Product Variants and MRP performance and there may be a KB out of this work.

Rough Cut/What If? • Inventory & Whse | Setup | Forecast Models • Product Information Management locate an Item and then create a Forecast • Master Planning | Setup | Plans create a new Forecast. Use the new Forecast Model. • Master Planning | Periodic | Forecast Scheduling • Master Planning | Inquiries | Statistics | Capacity Requirement Statistics • Possible to also run a special Master Plan

MRP as a means to test data discussion. • MRP is a great way to test data integrity prior to an implementation or upgrade go-live (the other option is Cost Rolls).

Questions and Answers • Questions, comments, discussion points?

Conclusion • This deep dive took a look at MRP but also examined recurring themes that occur in customer environments. From our perspective the most important information in the deck was this piece. q MRP Performance (often all three are present). – Patching – Data Integrity – MRP Settings (manual)