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

2. 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.

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

4. 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.

5. 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

6. 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.

7. 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.

8. 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.

9. 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.

11. 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

12. Demo
DEMO

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

14. 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.