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80021A: Master Planning in Microsoft Dynamics AX 2009



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

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

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

  • Microsoft Dynamics AX consultants

Training Packages & Career Tracks that include the 80021A: Master Planning in Microsoft Dynamics AX 2009 Course

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.

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

    1. Module 1: Master Planning Overview
      1. Lessons
        1. Master planning Overview
          1. Forecast scheduling and Master scheduling
            1. Global and local Master scheduling
              1. Master planning on multiple sites
                1. Example of a workflow
                  1. Lab: Test Your Knowledge
                    1. Purpose of Master planning
                      1. Local Master scheduling
                        1. Difference between Master planning and Forecast planning
                          1. Difference between Static and Dynamic plans
                            1. Module 2: Master Plans, Parameters and Planned Orders
                              1. Lessons
                                1. Overview of plan input and output
                                  1. Preliminary considerations
                                    1. Understanding the overall workflow
                                      1. Master plan form
                                        1. Operations and job scheduling
                                          1. Static and dynamic master plans
                                            1. Master scheduling principles
                                              1. Master planning parameters form
                                                1. Master scheduling results
                                                  1. Lab: Test Your Knowledge and Labs
                                                    1. Preliminary considerations
                                                      1. Process for setting up the Master planning module
                                                        1. Settings on Master planning parameters form
                                                          1. Master planning principles
                                                            1. Results of master scheduling
                                                              1. Run Master scheduling with Sales orders
                                                                1. Module 3: Coverage Groups
                                                                  1. Lessons
                                                                    1. Posting Groups
                                                                      1. G/L Account Cards
                                                                        1. The Chart of Accounts Window
                                                                          1. Module 4: Coverage Settings
                                                                            1. Lessons
                                                                              1. Introduction to detailed coverage settings on items
                                                                                1. Coverage settings in the Item details form
                                                                                  1. Item coverage fields relevant to coverage settings
                                                                                    1. Minimum/Maximum keys
                                                                                      1. Item coverage setup
                                                                                        1. Warehouses
                                                                                          1. Safety stock journal
                                                                                            1. Module 5: Forecast Plans
                                                                                              1. Lessons
                                                                                                1. Forecast scheduling
                                                                                                  1. Forecast models
                                                                                                    1. Forecast plan
                                                                                                      1. Enter the forecast line
                                                                                                        1. The scheduling process and the result
                                                                                                          1. Item allocation keys
                                                                                                            1. Period allocation keys
                                                                                                              1. Reduction keys
                                                                                                                1. Lab: Create a Period Allocation Key
                                                                                                                  1. Lab: Create an Item Allocation Key
                                                                                                                    1. Lab: Create a Sales Forecast
                                                                                                                      1. Module 6: Intercompany
                                                                                                                        1. Lessons
                                                                                                                          1. Intercompany scheduling
                                                                                                                            1. Multisite
                                                                                                                              1. Lab: Test Your Knowledge and Example
                                                                                                                                1. Example: Master planning across sites Set up and run Intercompany scheduling on three example companies
                                                                                                                                  1. How Master scheduling handles Intercompany
                                                                                                                                    1. What parameters are specified when Intercompany Master scheduling is run
                                                                                                                                      1. The main areas of Multisite relevant to Master scheduling
                                                                                                                                        1. The general results of an MRP run in Multisite environment

                                                                                                                                          Benefits of taking the 80021A: Master Planning in Microsoft Dynamics AX 2009 course at NetCom

                                                                                                                                          • Why choose Microsoft Dynamics Training at NetCom Learning?
                                                                                                                                            As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

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                                                                                                                                            Microsoft Certified Partner for Learning Solutions Value Proposition:
                                                                                                                                            Microsoft Certified Partner for Learning SolutionsNon-authorized Training Center
                                                                                                                                            Only MCT (Microsoft Certified Trainers) are authorized to teach the classNon MCT can teach the course
                                                                                                                                            Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online trainingDo not have access to official courseware
                                                                                                                                            Partners adhere to stringent Microsoft designated lab requirementsComputer and lab equipment may not be up to requirements of course
                                                                                                                                            Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the coursesNot authorized to issue Certificate of Completion
                                                                                                                                            Overall, a better quality training experienceSubstandard training experience

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                                                                                                                                          • Award winning, world-class Instructors
                                                                                                                                            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.

                                                                                                                                            Bio:

                                                                                                                                            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 & Touché 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.

                                                                                                                                            Bio:

                                                                                                                                            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.

                                                                                                                                            Bio:

                                                                                                                                            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.
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                                                                                                                                          Duration: 2 days (16 hours)
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