D365 Finance & Operations and Dynamics AX Forum

​I am looking for suggestions on how to educate a new master planner in D365FO.  They come from a highly customized SAP solution and our organization has a firm commitment to keep standard functionality or "out of the box" settings wherever possible.

The challenge is that the master planner wants to constantly ignore MRP and schedule production orders out of sequence.  These orders have multiple sub assemblies and this is adding to the confusion and frustration when attempting to manually reschedule the planned orders.  What would be the best way for a Master Planner to re-arrange a multiple level planned production order and then firm it to the schedule?

#MasterPlanning, #FinanceandOperations, #Manufacturing
​​​​​​

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Erik Fischer
ERP Program Manager
HBD Industries
Dublin OH
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Hi Erik,
Are your subassemblies setup as pegged supply BOM line types where they are made in line with the finished good? Or are they item so if they are already on-hand, you just pick the subassembly to the FG rather than make it to order?


For make to order sub-assemblies that are "References" on your FG work order, when you reschedule an order, you just make sure you check the "Schedule references" checkbox so that any subassemblies are also updated correctly:


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Andrew Lencsak
Solution Architect
DXC
GA
------------------------------

Original Message:
Sent: Aug 13, 2019 03:31 PM
From: Erik Fischer
Subject: Master Planning Order

​I am looking for suggestions on how to educate a new master planner in D365FO.  They come from a highly customized SAP solution and our organization has a firm commitment to keep standard functionality or "out of the box" settings wherever possible.

The challenge is that the master planner wants to constantly ignore MRP and schedule production orders out of sequence.  These orders have multiple sub assemblies and this is adding to the confusion and frustration when attempting to manually reschedule the planned orders.  What would be the best way for a Master Planner to re-arrange a multiple level planned production order and then firm it to the schedule?

#MasterPlanning, #FinanceandOperations, #Manufacturing
​​​​​​

------------------------------
Erik Fischer
ERP Program Manager
HBD Industries
Dublin OH
------------------------------

Hi Andrew,

Can you maybe provide a link or point towards where to find the webinars you mentioned?

Many thanks and regards,
Léon

------------------------------
Leonardus Smits
SIGVARIS
Winterthur
------------------------------

Original Message:
Sent: Aug 14, 2019 03:56 PM
From: Andrew Lencsak
Subject: Master Planning Order

Hi Erik,
Are your subassemblies setup as pegged supply BOM line types where they are made in line with the finished good? Or are they item so if they are already on-hand, you just pick the subassembly to the FG rather than make it to order?


For make to order sub-assemblies that are "References" on your FG work order, when you reschedule an order, you just make sure you check the "Schedule references" checkbox so that any subassemblies are also updated correctly:

If you're going to ignore the output and manually schedule orders, MRP will only get worse. I would suggest getting your partner or a third party to do some educational training on Master planning in Dynamics as it can differ pretty greatly from other ERP systems from a terminology standpoint. We've done a couple webinar series on the topics that are available for download here on AXUG. You can check out the webinars "Master planning: Unplugged" here which was a 7 part, 1 hr each webinar series on various Master planning  topics in D365FO.

------------------------------
Andrew Lencsak
Solution Architect
DXC
GA

Original Message:
Sent: Aug 13, 2019 03:31 PM
From: Erik Fischer
Subject: Master Planning Order

​I am looking for suggestions on how to educate a new master planner in D365FO.  They come from a highly customized SAP solution and our organization has a firm commitment to keep standard functionality or "out of the box" settings wherever possible.

The challenge is that the master planner wants to constantly ignore MRP and schedule production orders out of sequence.  These orders have multiple sub assemblies and this is adding to the confusion and frustration when attempting to manually reschedule the planned orders.  What would be the best way for a Master Planner to re-arrange a multiple level planned production order and then firm it to the schedule?

#MasterPlanning, #FinanceandOperations, #Manufacturing
​​​​​​

------------------------------
Erik Fischer
ERP Program Manager
HBD Industries
Dublin OH
------------------------------

Hi, they are all here on this site in the Webinar recordings section under Supply Chain and Distribution folder starting with the title "Master Planning Unplugged" https://www.axug.com/participate/recordings

------------------------------
Andrew Lencsak
Solution Architect
DXC
GA
------------------------------

Original Message:
Sent: Aug 15, 2019 02:33 AM
From: Leonardus Smits
Subject: Master Planning Order

Hi Andrew,

Can you maybe provide a link or point towards where to find the webinars you mentioned?

Many thanks and regards,
Léon

------------------------------
Leonardus Smits
SIGVARIS
Winterthur

Original Message:
Sent: Aug 14, 2019 03:56 PM
From: Andrew Lencsak
Subject: Master Planning Order

Hi Erik,
Are your subassemblies setup as pegged supply BOM line types where they are made in line with the finished good? Or are they item so if they are already on-hand, you just pick the subassembly to the FG rather than make it to order?


For make to order sub-assemblies that are "References" on your FG work order, when you reschedule an order, you just make sure you check the "Schedule references" checkbox so that any subassemblies are also updated correctly:

If you're going to ignore the output and manually schedule orders, MRP will only get worse. I would suggest getting your partner or a third party to do some educational training on Master planning in Dynamics as it can differ pretty greatly from other ERP systems from a terminology standpoint. We've done a couple webinar series on the topics that are available for download here on AXUG. You can check out the webinars "Master planning: Unplugged" here which was a 7 part, 1 hr each webinar series on various Master planning  topics in D365FO.

------------------------------
Andrew Lencsak
Solution Architect
DXC
GA

Original Message:
Sent: Aug 13, 2019 03:31 PM
From: Erik Fischer
Subject: Master Planning Order

​I am looking for suggestions on how to educate a new master planner in D365FO.  They come from a highly customized SAP solution and our organization has a firm commitment to keep standard functionality or "out of the box" settings wherever possible.

The challenge is that the master planner wants to constantly ignore MRP and schedule production orders out of sequence.  These orders have multiple sub assemblies and this is adding to the confusion and frustration when attempting to manually reschedule the planned orders.  What would be the best way for a Master Planner to re-arrange a multiple level planned production order and then firm it to the schedule?

#MasterPlanning, #FinanceandOperations, #Manufacturing
​​​​​​

------------------------------
Erik Fischer
ERP Program Manager
HBD Industries
Dublin OH
------------------------------

I can't stop myself chiming in to concur with Andrew, and add: if you find yourself manually rescheduling frequently, more manual rescheduling is not the answer. The step for robust sustainable planning is to define what isn't happening the way you want and get MRP configured to work as you want.  It is an ever-evolving process, and new people and processes in the business will lead to new needs.

So, you are on the right track: get the planner educated in AX, then challenge them to define the need and set the system appropriately.

Stepping off soapbox in 3..2..1. :)

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Shelby Wright
Applications Manager
Leatherman Tool Group
Portland OR
------------------------------

Original Message:
Sent: Aug 13, 2019 03:31 PM
From: Erik Fischer
Subject: Master Planning Order

​I am looking for suggestions on how to educate a new master planner in D365FO.  They come from a highly customized SAP solution and our organization has a firm commitment to keep standard functionality or "out of the box" settings wherever possible.

The challenge is that the master planner wants to constantly ignore MRP and schedule production orders out of sequence.  These orders have multiple sub assemblies and this is adding to the confusion and frustration when attempting to manually reschedule the planned orders.  What would be the best way for a Master Planner to re-arrange a multiple level planned production order and then firm it to the schedule?

#MasterPlanning, #FinanceandOperations, #Manufacturing
​​​​​​

------------------------------
Erik Fischer
ERP Program Manager
HBD Industries
Dublin OH
------------------------------