Supply Planning Enhancement and Inventory Visualization

Agenda  Basic Planning design (since NAV 5.0 SP1)  The Planning enhancements for NAV 2013 ‒ Changes in planning setup ‒ Respect Planning Parameters for Exception Warnings ‒ Combine Transfer Orders ‒ Planning Worksheet FactBoxes

Basic Planning Design (Current design since 5.0 SP1)

Goals of Supply Planning Avoid stock out Reduce ordering cost Reduce inventory cost It has to be agile

Item Card Planning Parameters

B B A-B-C Inventory High Low Non e Hig h C C A A

B B A-B-C Inventory High Low Non e Hig h C C A Order A

Purchase 25 Time Sale 25 Sale 15 Purchase 5 Sale 5 Sale 10 Reordering Policies Order: Demand-based Purchase 15 Purchase 10

Order Never includes inventory No quantity options

B B A-B-C Inventory Hig h Low Non e Hig h C Reorder Point C A Order A Order

Reordering Policies Fixed Reorder Quantity: Inventory level-based Reorder Point Inventory Fixed Reorder Quantity Lead Time Time (Reorder cycle) Inventory level

Fixed Reorder Quantity Reorder Point Reorder Quantity

Reordering Policies Reorder point = 10 Sale 25 Sale 15 Sale 5 Sale 10 Purchas e 30 Fixed Reorder Quantity: Inventory level-based

Reordering Policies Reorder Point Inventory Maximum Quantity Lead Time Maximum Quantity Time (Reorder cycle) Inventory level Maximum Quantity: Inventory level-based

Maximum Quantity Reorder Point Maximum Inventory

Reordering Policies Maximum Quantity: Inventory level-based Reorder point = 10 Maximum Qty. = 50 Sale 25 Sale 15 Sale 5 Sale 10 Purchas e 50 Purchas e 45

B Lot-for-Lot B A-B-C Inventory High Low Non e Hig h C Reorder Point C Reorder Point A Order A Order

Purchase 40 Time Sale 25 Sale 15 Purchase 15 Sale 5 Sale 10 Reordering Policies Reorder Cycle

Lot-for-Lot Option to Include Inventory Reorder Cycle

Reordering Policies Lot-for-Lot: Demand-based Sale 25 Sale 15 Sale 5 Sale 10 Purchas e 40 Purchas e 15

B Lot-for-Lot B Lot-for-Lot A-B-C Inventory High Low Non e Hig h C Reorder Point C Reorder Point A Order A Order

Supply Planning Enhancements in NAV 2013

Issue: One value used for four parameters Press for Horn Press to activate long beam Press to activate wind screen viper Press to turn on radio

Additional Time Setup Options Reorder Cycle has been split into multiple fields making it possible to have different values for: 1.Rescheduling Period: Used to determine if the action message should reschedule an existing order or e.g. cancel it and create a new order. 2.Dampener Period: Currently, the dampener period applies to an item and can never be higher than the value in the item's Reorder Cycle field 3.Lot Accumulation Period: Demands that are due within the reorder cycle are grouped together to make a joint supply order, used by L-F-L. 4.Time Bucket: Period used by the reorder point. 24

Additional Time Setup Options 25 Rescheduling Period Dampener Period Lot Accumulation Period Time Bucket Supply date Planning start date Time Bucket

Example 1: The changed date is outside the rescheduling period, causing the existing supply to be canceled and a new supply is suggested, which covers all demands within the lot accumulation period. 26

Example 2: The changed date is within the rescheduling period, causing the existing supply to be rescheduled. A new supply is suggested to cover the demand outside the lot accumulation period. 27

Example 3: There is a demand within the dampener period, and the supply quantity in the lot accumulation period matches the supply quantity. The next demand is uncovered, and a new supply is suggested. 28

Example 4: There is a demand within the dampener period, so the supply remains on the same date. However, the current supply quantity is not enough to cover the demand in the lot accumulation period, so a Change Qty. of the existing supply order is suggested. 29

Additional Planning Setup Improvements  Reorder point is now triggered when inventory level is =< used to be only < This is done to align with APICS and to fix issue when safety stock and reorder point had the same value.  Added Dampener Quantity field  Added Overflow Level fields to the item and SKU card

Additional Planning Setup Improvements In the global setup, you can choose to either use the default calculation for items without values in the Overflow Level field of the item/SKU card, or to only use the manually entered values (meaning that 0 or blank on item/SKU card = don’t use overflow level)

Changed Layout on the Item/SKU Card

NAV 2009 R2 NAV 2013

Changed Layout  Grouping of fields per Reordering Policy

Changed Layout  Grouping of fields per Reordering Policy

Changed Layout  Show fewer or more fields

Changed Layout  Using GridLayout

Changes to Planning Worksheet (and Requisition Worksheet)

Changes to Planning Worksheet  Respect Planning Parameters for Exception Warnings  Combine Transfer Orders  Planning Worksheet FactBox

When this field is selected, then planning lines with Exception warnings will respect the following planning parameters on the item or SKU card: In addition, the following order modifiers will be respected: Minimum Order Quantity Maximum Order Quantity Order Multiple 40 Respect Planning Parameters - for Supply Triggered by Safety stock

Planning Worksheet Req. Worksheet