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Master Planning for materials only

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Posted on by Arslanguler 147

Hi,

We'd like to run the planning for material level. We have firmed production plan and want to explode to sub-assembly and materials as is (do not take on hand/transactions into consideration). But on material level we want to include on hand/open transactions.

BOM.png

e.g. Plan X as is, explode Z as is (do not include on hand/transactions),  calculate requirements for Y, Z1 and Z2 (include on hand/transactions).

What is the best way to implement this? I have tried several ways (different master plan versions, firmed planned orders and rerun MRP, run MP once go change parameters and select only materials and run again,...) but it does not look OK.

Any suggestions/experiences will be appreciated.

Thanks.

Categories:
Supply Chain
  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,616 on at
    RE: Master Planning for materials only

    Well it will work, but clearly the steps of parameter changing and approval of suggested orders is fairly manual, you also have to align that the AX planning suggestions for your top level actually reflect what you are doing.

    The side effects are everything you would expect from a disjointed system like this, you will eventually make and buy stuff you do not need and not make and buy stuff you need! There are lots of questions about how you react to future and action messages with what AX will tell you and the disconnect between the material supply chain and production, but that depends upon your forecast, production system and demand patterns.

    I am not sure it is realistically manageable in a controlled way for normal production with sub-assemblies, but you can only try and see what your solution ultimately brings!

  • Arslanguler Profile Picture
    Arslanguler 147 on at
    RE: Master Planning for materials only

    Hi All,

    I have tried the following steps, and it looks OK.

    1. Run MP with (for all items) forecast included, but on hand and transactions NOT included for all items (simply explode with safety stock and forecast)

    2. Approve X and Z, delete Y, Z1 and Z2 items' messages

    3. Change MP settings to include on hand and transactions and NOT include forecast, and run again (for all items)

    4. System is calculating using X and Z as is Y, Z1 and Z2 as requested.

    There are things to work for automation for running and changing parameters, but seems to result what we requested for now.

    Do you see any side effect?

    Regards.

  • Weaveriski Profile Picture
    Weaveriski 23,616 on at
    RE: Master Planning for materials only

    Hi NHNC, the trouble with this one is you would filter out Z because you dont want to plan it, now if the demand is there (which the OP has yet to clarify) then it may work, the issue is you are filtering out the demand, even if it is there, which means you dont need the requirements because you filtered out the demand. :-) It is recommended you dont filter the run, but filter the results because of the ability to miss sub-level requirements.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Planning for materials only

    Hi,

    Not sure about my suggestion, but I think you can apply a filter while you're going to run master planning. You can use a field that is only shared by materials (such as Cost group, coverage group). Then requierements will be calculated just for the items that meet the criteria acording to firm transactions (such as production orders).

    Try that and tell me how it was.

  • Weaveriski Profile Picture
    Weaveriski 23,616 on at
    RE: Master Planning for materials only

    Hi Yogesh

    You have 0 of item X in stock, you have 10 of Z in stock. In the scenario above an order for 10 of item X should still result in a suggested order of 10 for Z, it would not for this and would not for items Z1 and Z2, which needs to the 10 Z to cascade, unless the stock of Z is in a warehouse not included in the chain of demand. When you set minimum coverage on Z if you have 10 in stock it will not suggest a new order, which means you are not ordering Z1 or Z2 which is, I believe, what Arslan wants from his description.

  • Yogesh Handral Profile Picture
    Yogesh Handral 40 on at
    RE: Master Planning for materials only

    Hi Arslan,

    With reference to your requirement as i understand you want to control stock of items only in any BOM or Sub BOM. Option can be setting up coverage groups with setting of coverage code as Min/max (Path : Master planning -> Setup -> Coverage -> Coverage groups -.> Create a coverage group with coverage code in general fast tab as Min/Max).

    This coverage group should be attached to the Items in Plan fast tab of Item master, You can set minimun stock quantities in (Plan -> Item coverage -> New) of that Item.

    By running Master scheduling irrespective of demand to the BOM your Inventory items can be handled ignoring the production orders generated to the BOM's and Sub-BOM's.

  • Weaveriski Profile Picture
    Weaveriski 23,616 on at
    RE: Master Planning for materials only

    You wont be able to do this using different plans, or indeed different runs as standard.

    If you have another system creating the production and sub-production then just let AX calculate. If both systems are meeting demand in parallel then AX will not create production or sub-production, unless you are not reflecting these in AX. AX would understand stock and demand and plan accordingly, as long as the logic aligns and there is an interface it should work fine.

    What I still do not understand is why you want it to ignore the stock of a sub-assembly - surely if AX thinks you need to make more of a sub-assembly as you have configured it then you should consider it.

    This is really about aligning the AX configfuration to mirror the output of the production system you are bringing into AX. One of the risk elements of a staged raw material/production implementation. You will however know this with the timing issues you face on communicating the stock levels etc.  

  • Arslanguler Profile Picture
    Arslanguler 147 on at
    RE: Master Planning for materials only

    Hi Steven,

    Thanks for quick reply.

    The reason from the business is initial scope is only MATERIAL planning. Production planning is made by another system. So it is not required to include on hand and open Production Orders for finished goods and sub assemblies. It is already calculated there. But on the other hand, open transactions e.g. production lines, on hand and safety stock need to be taken into consideration for materials only.

    It is not possible in the same run or in the same master plan version, so I am trying to do this in multiple runs. But not succeeded yet.

    Regards.

  • Weaveriski Profile Picture
    Weaveriski 23,616 on at
    RE: Master Planning for materials only

    You cannot do this out of the box, AX drives on-hand based upon the plan. Why are you wanting to remove the on-hand for the top level and sub-assembly?

    You could set these up as requirements and hold stock in a different warehouse to where you see demand, but that is all you can do - it is an integrated planning system, if you have 1 of X in stock and you are not using it then you should use it, not ignore the fact you have it. It is why you want this that is probably hampering the answer.

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