MRP Best Practices and tips for 2012 and

MRP - Best Practices and tips for 2012 and what's new in AX 7 Peer to Peer | Greater Scale | More Voices | Faster

Welcome and Introductions • Sr. PFE Dave Phillips – – – Complete Profile out on Linked. In Great Plains 1999 Microsoft 2001 One of the first teams on Dynamics AX (10/2002) Fullscope (Edgewater) 2009 – 2011 Microsoft 2011 - present Extend thanks to Roxana Diaconu, Christian Rytt, and Chad Aberle for their thoughtful advice and feedback on this content.

Agenda • Welcome and Introduction – – – Live portion AX 2012 is R 3 CU 10 (and some patching) Live portion AX 7 (lab environment) is update one Save scenario type questions to the end please Span 100 – 400 knowledge MRP levels Some skimming in order to fit the time • Dynamics AX MRP (Master Planning) for Rookies – Brief look at how MRP works (5 -10 minutes, day, lifetime) • MRP Best Practices – – MRP patched environment Data squeaky clean MRP configuration and settings Customize MRP (should you? )

Agenda (continued) • What’s new in AX 7 (Dynamics 365) – New UI • • • Workspaces Common forms Gantt Action Graph Kanban Job Scheduling – Performance improvements – Cloud Support • Questions and Answers • Conclusion

MRP (Material Requirements Planning) for Rookies MRP is a set of techniques that uses bill of material data (and Routes), 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)

MRP for Rookies (AX 2012 R 3)

MRP for Rookies

MRP for Rookies (and experienced) • Content ideas • Dynamics AX 2012 manual 80423. • https: //blogs. msdn. microsoft. com/axinthefield/top-10 -actions-to-troubleshootperformance-of-mrp/ https: //blogs. msdn. microsoft. com/axmfg/2014/12/29/checklist-for-improving-mrpperformance-part-1 -how-to-run-mrp/ http: //community. dynamics. com/ax/b/dynamicsaxmanufacturingrdteamblog/archive/20 15/01/02/checklist-for-improving-mrp-performance-part-2 -how-to-setup-planningparameters https: //technet. microsoft. com/en-us/library/jj 149695. aspx https: //blogs. msdn. microsoft. com/axmfg/2012/12/05/logging-and-tracing-dynamics-axmrp-runs/ • • • AX 7 (Dynamics 365) • https: //ax. help. dynamics. com/en/wiki/master-planning/ • Bing search on “MRP Coverage site: ax. help. dynamics. com”

MRP for Rookies (and experienced) Quick Demo of AX 2012 R 3 CU 10. Later we will do the same tour of AX 7 (Dynamics 365)

MRP Best Practices - Patching • Patching can dramatically improve MRP performance and especially for AX 2012 RTM and R 2 installations. • Example

MRP Best Practices - Patching • LCS (AX 2012) - https: //lcs. dynamics. com/Logon/Index

MRP Best Practices - Patching • Search string is just “MRP”

MRP Best Practices - Patching • Search string is TablesReq. Trans (MRP tables start out with a Req…). ClassesReq. Calc would work as well.

MRP Best Practices – Patching • Working with Support – Use LCS (Lifecycle Services) – The ability to quickly, efficiently, and accurately document an issue for your partner or Microsoft Corporation is a business competency that leads to faster issue resolution. Example, “MRP is not working”. This will not turn out well for anyone.

MRP Best Practices – Patching • Recent Hot Fixes

MRP Best Practices – Clean Data • Data integrity is a significant source of MRP performance issues (e. g. Chicago customer down from 20+ hours to just 45 minutes). • 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 data behind (e. g. trying to import into normalized Invent. Trans tables)

MRP Best Practices – Clean Data • “Recent” bad data discovery. What’s wrong?

MRP Best Practices – Clean Data • That data import produced incorrect Planned Orders.

MRP Best Practices – Clean Data • Another example.

MRP Best Practices – Clean Data • Example script

MRP Best Practices - Configuration and Settings (AX 2012 R 3) • Are you using adequate hardware resources? – Latency in connecting to the database (DB)? • More AOS servers and parallelize the MRP run further – Dedicated AOS batch server for MRP (not on DB machine) – When setting up multiple AOSs use the Server Configuration| Performance optimization tab to define how AOS's work together • One (heavy) routine at a time – Don’t run MRP with other batch processes at the same time, especially not with anything that’s just as heavy (Inventory Close for example) – Don’t run MRP with anything running on the OS (e. g. updates, watch movies, etc. )

MRP Configuration and Settings - Cleaning • 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.

MRP Configuration and Settings - Cleaning • Plan Cleanup Jobs

MRP Configuration and Settings - Cleaning • Unfinished Scheduling Processes

MRP Configuration and Settings - Cleaning MSFT Script example (performance gains are possible)

MRP Configuration and Settings - Helpers • Use of Helpers will improve performance • Number of Helpers used during master planning needs to be less than or equal to the maximum number of threads allowed on the batch server • How many helpers? – Retail and Distribution (lots of independent items): Use many helpers because there is no dependency between items – Manufacturing (lots of BOMs and shared subcomponents): Use less helpers because dependency between items may lead to waiting times

MRP Configuration and Settings - Helpers • Bundle Size? – There is no magic formula for determining the bundle size – Each bundle is in memory, so too many chunks can decrease the performance due to memory hogging – For BOMs: same complexity items sometimes have similar item IDs, so they may get in the same bundle, that will take very long to process. • Helper mortality because of time out • Helpers are found on the Master Scheduling form • Bundle Tasks are found in MRP Parameters form

MRP Configuration and Settings - Helpers • Example of format that helped a Premier Customer.

MRP Configuration and Settings - Helpers • 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.

MRP Configuration and Settings - Helpers

MRP Configuration and Settings - Parameters • Parameters form – Two Plan or One Plan Strategy (table Invent. Sum. Log. TTS) – General Coverage Group as part of Coverage hierarchy – Use Dynamic Negative Days parameter should be tested as a performance consideration – Use of Cache field set to Maximum – 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

MRP Configuration and Settings – MP • Master Plans form – – – “Planned Order” Number Sequences per Plan Time Fences (next slide) Time Fences to turn off Action and Futures Messages are recommendations Safety Margins

MRP Configuration and Settings – MP • Fences

MRP Configuration and Settings – Margins Overview

MRP Configuration and Settings – Margins are cumulative

MRP Configuration and Settings • 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)

MRP Configuration and Settings - Coverage • Coverage term indicates MRP • Coverage Groups form – Coverage Code – Positive/Negative Days example – Items assigned to the same Coverage Group should have similar lead times – Negative days parameter on the Coverage Group should not be less than the lead time of the items assigned to the coverage group – Positive days parameter on the Coverage Group should not be 0 or empty – Items that are regularly procured or produced should be assigned to coverage groups where the Positive days parameters is equal to the item's lead time

MRP Configuration and Settings - Coverage • Coverage Groups form (continued) – – 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

MRP Configuration and Settings - Coverage • The Coverage Hierarchy – How MRP searches for settings on how to plan for the Item.

MRP Configuration and Settings – Misc. • 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 | Setup | Item Setup • Miscellaneous – Never database log on key Req (MRP) tables such as Req. PO

MRP Configuration and Settings – Misc. • 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.

MRP Configuration and Settings – Forecast

MRP Configuration and Settings - Forecast • • Forecast Scheduling does not net. Inventory Management | 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

MRP Configuration and Settings – Custom? • Should you customize MRP? • Anyone? • Poor SQL constructs – Indexes – Queries – Caching • Poor code – Nested loops

What’s new in AX 7 MRP • New UI – – – Planning Workspace Common forms Gantt Action Graph Kanban Job Scheduling • Performance improvements • Cloud Support – Telemetry

What’s new in AX 7 MRP • Planning Workspace

What’s new in AX 7 MRP • Common Forms (Exp, Net Req, Supply Sch)

What’s new in AX 7 MRP • New Gantt Chart

What’s new in AX 7 MRP • New Action Graph

What’s new in AX 7 MRP • Kanban Scheduling List Page

What’s new in AX 7 MRP • Disable Invent. Sum. Log. TTS

What’s new in AX 7 MRP • Performance – See if I can provide a deck that goes into performance work to date.

What’s new in AX 7 MRP • Cloud Support

What’s new in AX 7 MRP • Cloud Support

What’s new in AX 7 MRP Quick Walk Through of AX 7 (Dynamics 365)

Questions and Answers • Questions, comments, discussion points?

Conclusion • So this concludes the Best Practices and tips for 2012 and what's new in AX 7 for AXUG. • MRP Best Practices – – MRP patched environment Data squeaky clean MRP configuration and settings Customize MRP (should you? )