80021A: Master Planning in Microsoft Dynamics AX 2009

80021A: Master Planning in Microsoft Dynamics AX 2009 Course Description

Duration: 2.00 days (16 hours)

This two-day instructor led course explains the Microsoft Dynamics AX 2009 Master planning module from the consultant's perspective.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 80021A: Master Planning in Microsoft Dynamics AX 2009 Course

  • » Microsoft Dynamics AX consultants

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Course Prerequisites for 80021A: Master Planning in Microsoft Dynamics AX 2009

  • » Completed the basic Microsoft Dynamics AX 2009 courses
  • » Know how to navigate through the system

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80021A: Master Planning in Microsoft Dynamics AX 2009 Course Objectives

  • » Learn master planning module
  • » Describe the main concepts of Master planning in Microsoft Dynamics AX
  • » Distinguish between Forecast scheduling and Master scheduling
  • » Distinguish between a local and a global master plan
  • » Understand how the Master planning module fits into a workflow
  • » Understand how to set up the Master planning modules and the integrated settings that are mandatory and optional
  • » Define settings in Master plans form and Master planning parameters form
  • » Run a Master schedule and understand the results
  • » Understand the difference between one and two Master plan strategy
  • » Set up coverage rules per item
  • » Specify detailed coverage information
  • » Understand the concept of warehouses in master planning
  • » Knowledge of minimum- and maximum keys
  • » Use the safety stock journal
  • » Set up item allocation keys
  • » Set up period allocation keys
  • » Create sales and purchase forecasts
  • » Run forecast scheduling
  • » Understand how the forecast is effected by reduction keys or open sales orders
  • » Understand the overall Intercompany master scheduling process
  • » Understand the overall Multisite master scheduling process.

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80021A: Master Planning in Microsoft Dynamics AX 2009 Course Outline

      1. Module 1: Master Planning Overview
      2. Lessons
      3. Master planning Overview
      4. Forecast scheduling and Master scheduling
      5. Global and local Master scheduling
      6. Master planning on multiple sites
      7. Example of a workflow
      8. Lab: Test Your Knowledge
      9. Purpose of Master planning
      10. Local Master scheduling
      11. Difference between Master planning and Forecast planning
      12. Difference between Static and Dynamic plans
      13. Module 2: Master Plans, Parameters and Planned Orders
      14. Lessons
      15. Overview of plan input and output
      16. Preliminary considerations
      17. Understanding the overall workflow
      18. Master plan form
      19. Operations and job scheduling
      20. Static and dynamic master plans
      21. Master scheduling principles
      22. Master planning parameters form
      23. Master scheduling results
      24. Lab: Test Your Knowledge and Labs
      25. Preliminary considerations
      26. Process for setting up the Master planning module
      27. Settings on Master planning parameters form
      28. Master planning principles
      29. Results of master scheduling
      30. Run Master scheduling with Sales orders
      31. Module 3: Coverage Groups
      32. Lessons
      33. Posting Groups
      34. G/L Account Cards
      35. The Chart of Accounts Window
      36. Module 4: Coverage Settings
      37. Lessons
      38. Introduction to detailed coverage settings on items
      39. Coverage settings in the Item details form
      40. Item coverage fields relevant to coverage settings
      41. Minimum/Maximum keys
      42. Item coverage setup
      43. Warehouses
      44. Safety stock journal
      45. Module 5: Forecast Plans
      46. Lessons
      47. Forecast scheduling
      48. Forecast models
      49. Forecast plan
      50. Enter the forecast line
      51. The scheduling process and the result
      52. Item allocation keys
      53. Period allocation keys
      54. Reduction keys
      55. Lab: Create a Period Allocation Key
      56. Lab: Create an Item Allocation Key
      57. Lab: Create a Sales Forecast
      58. Module 6: Intercompany
      59. Lessons
      60. Intercompany scheduling
      61. Multisite
      62. Lab: Test Your Knowledge and Example
      63. Example: Master planning across sites Set up and run Intercompany scheduling on three example companies
      64. How Master scheduling handles Intercompany
      65. What parameters are specified when Intercompany Master scheduling is run
      66. The main areas of Multisite relevant to Master scheduling
      67. The general results of an MRP run in Multisite environment

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Do you have the right background for 80021A: Master Planning in Microsoft Dynamics AX 2009?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.


Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.


Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Ignacio J.
- Designs and architects Microsoft IT solutions since the early 1990s.
- Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004.
- Taught over 250 courses at NetCom Learning.


Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.

Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.


Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Excellent job fielding questions, followed up with answers the following day for questions not immediately able to answer.
John David S.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

I really enjoyed this instructor. He had a great sense of humor, could read when the students needed a break, and had good examples. Very personable.
Brie B.
Course(s) Taken

» Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated Combo

I just wanted to take a brief moment to let you know what an excellent job Ramesh did teaching our AX training courses. He by far exceeded our expectations and those expectations were high. His professional personality, passion for teaching, good sense of humor, and his vast amount of knowledge of the overall AX product made this class dynamic. Ramesh certainly displayed why NetCom Learning is second to none in providing the highest quality of training available. Thanks again for a great class.

Jeff G
Course(s) Taken

» Reporting in Microsoft Dynamics AX 2012
» Microsoft Dynamics AX 2012 - Development (I, II, III & IV) - Accelerated Combo

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