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AX Demand Forecast

  • 1.  AX Demand Forecast

    SILVER CONTRIBUTOR
    Posted 19 days ago

    Good Morning,

    We are learning how to utilize AX's demand forecast capabilities. We have a simple demand forecast entered through Inventory Management > Inquiries > Forecast > Demand Forecast where we populated items, start date, sales qty, sales price and price unit. How can we take this forecast and:
    A. Determine the quantity of intermediates and raw materials needed
    B. Determine the hours or costs by Cost Group needed

    In a nutshell I want to push this forecast through the BOMs and Routes. I am guessing that this is a common task, but I am having trouble finding a way to do it.

    Thank you,
    Barclay



    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: AX Demand Forecast

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi Barclay,
    Do you have role access to Master Planning? Would guess you do if you have access to the Demand Forecast Lines form, but there are other ways to get to it besides navigating through the Master Planning module, so maybe not. If you do have access, have you configured that module and do you have one or more Master Plans setup?

    To accomplish what your asking for (and only what your asking for), take a look at setting up a Master Plan where toggles for things like Include On-Hand Inventory and Include Inventory Transactions are disabled. Also enable the Override On Hand toggle and set the associated drop down in the Consume On-Hand Inventory field to After All Other Supply.

    Then Run Master Planning for this Master Plan setup with Planning Method set as Regenerate. Once that is done, you can use the Item Requirement Statistics inquiry to filter to planned requirements for any given item with details based on various dimensions, etc. Hours or Costs by Cost Group would be a different matter, but if there are logical relationships between your Cost Groups and your Resources or Resource Groups, then the Capacity Requirements Statistics inquiry could be used in a manner similar to the Item Requirement Statistics inquiry.

    ------------------------------
    Jack Moran
    Solutions Architect
    MCA Connect
    Greenfield NH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: AX Demand Forecast

    SILVER CONTRIBUTOR
    Posted 18 days ago
    Hi Jack,

    Thank you.  This is very helpful.  It looks like we have a bit of learning ahead of us to understand master planning.  We were able to run master scheduling.  Interestingly Item Requirement Statistics has no records, but Capacity Requirement Statistics has data populated, so it calculated something.  Now we have to figure out what it is telling us.

    Thank you,
    Barclay


    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: AX Demand Forecast

    TOP CONTRIBUTOR
    Posted 18 days ago
    Your welcome Barclay. Could be several reasons why there is no data in the Item Requirement Statistics inquiry, first thing I'd suggest is to look at the filters being used to control what data is being pulled to that form. Choose a filter incorrectly and you wind up with no records being pulled.

    ------------------------------
    Jack Moran
    Solutions Architect
    MCA Connect
    Greenfield NH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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