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Utilizing Project Planning Tools in Dynamics AX

Posted by Indusa Admin on September 14, 2017 12:45 pm

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A good business outcome is the result of good planning. And when you have hundreds of things to manage, having a good planning tool is inevitable – not just to manage customer projects but also your day-to-day operations. Dynamics AX master planning module enables you to efficiently manage all of your projects –set up and run the scheduling feature, calculate requirements and generate planned orders.

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Project Planning Functions of Dynamics AX

Dynamics AX offers a variety of master plans to support your company’s daily working operations. You can configure various plans on the Master Plans page, simulate different planning strategies, implement company policies, and manage a range of day-to-day tasks.

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  • Forecast Scheduling:

    Want to efficiently manage your forecasts? With forecast scheduling, you can calculate gross requirements based on forecasts and perform long-term planning of materials and capacity.

  • Master Scheduling:

    Looking at carrying out planning based on actual orders? With master scheduling, you can calculate net requirements based on actual orders and control inventory replenishment on a day-to-day basis.

  • Static Planning:

    If you want to create an operating plan that your company personnel can use to base their decisions on and perform their daily tasks and activities, then the static plan is what you need. Using current data, you can generate a net requirements plan that remains unchanged until the next time you run master planning.

  • Dynamic Planning:

    If you want to continuously monitor the changing order network and item availability without disturbing the static plan that others are using for their work processes, you can use the dynamic plan. This plan starts with the same net requirements; however, you can update the dynamic plan every time the master data changes – say when you create a new sales order, for example.

You can choose to work with just a dynamic plan or you can use both static and dynamic plans. The point is, you can configure any master plan to reflect a particular strategy or address an issue: from setting higher inventory levels to ensure optimum stock, to configuring extended safety margins to safeguard against erratic vendors. You can also ensure that your dynamic plan is always updated with the new requirements plan every time you run master planning.

Configuring the Master Planning Module

The master planning module allows you to set up and run the scheduling feature to calculate requirements and generate planned orders. Calculate gross requirements based on forecasts, carry out long-term planning of materials and capacity, calculate net requirements based on actual orders, and control inventory replenishment on a day-to-day basis. In order to configure the master planning module, you need to:

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  • Create safety stock journal names and set up basic rules
  • Create forecast plans and specify parameters
  • Create and manage master plans in the master plans form
  • Create coverage groups and set up parameters


Before configuring the master planning module, you must set up:

  • The administration module
  • Calendar and Number sequences form in the basic module
  • Customers form in accounts receivable
  • Vendors form in accounts payable
  • Item details, item coverage, and forecast models in the inventory management module.

Plan for the Future

Success doesn’t just happen. It’s the result of careful planning and implementation. If you’re looking to efficiently manage your day-to-day operations in order to meet the distinct needs of your customers, an efficient planning tool like Dynamics AX is what you need. Run forecast scheduling to ascertain gross requirements for forecasted demand, run master scheduling to estimate net requirements to meet actual demand, and use this information to process and modify your orders. They say, the best way to predict your future is to create it – so go for it!

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Manoj Nair
About the Author – Manoj Nair

Manoj Nair is a seasoned IT professional with over 12 years of experience in Software Consultancy, ERP Implementation, Testing, ISV Development & Client Management. He is a Senior Project Manager at Indusa and is responsible of managing various software programs through cross functional coordination.


Contributing Author: Malavika Nityanandam

Topics: ERP