Master Planning Unplugged: AXUG Boston Chapter Meeting Andrew Lencsak Sr. Consultant, eBECS North America 03 November 2016

Microsoft Dynamics 5/22/2018 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

Introduction Microsoft Dynamics 5/22/2018 Execution based system taking inputs of demand and existing inventory and generating planned orders for replenishment and make to forecast scenarios. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Differences between versions AX2009 introduction of Sites AX2012 had mostly performance tweaks, more robust AX2012 R3 introduces new storage and tracking dimension implications and Demand forecasting AX7: 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

How many plans to have? Static V Dynamics plans Microsoft Dynamics 5/22/2018 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. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Coverage Groups 4 coverage types: Requirement Period Manual Min/Max Microsoft Dynamics 5/22/2018 Coverage Groups 4 coverage types: Requirement Period Manual Min/Max 4 types of coverage. Time fences Additional settings © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Item Coverage Override coverage group settings Microsoft Dynamics 5/22/2018 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 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Production and Capacity Microsoft Dynamics 5/22/2018 Production and Capacity Resources/groups: Work centers Routes Capacity Sequencing Substitution planning for formula lines © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demand Forecasting Introduced in AX2012 R3 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

Demo DEMO

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

Thank You Andrew Lencsak alencsak@ebecs.com 5/22/2018 © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.