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Microsoft Dynamics AX (Archived)

Sort order for MRP run

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Posted on by 465

Every now and then our factory gets very busy. This makes AX turn the scheduling direction to "forward" even for MRP-runs. This is fine but when that happens AND the sort order is something else than I expect we get planned production orders with dates I cannot understand. I thought the sort order for MRP-run was "start with the earliest delivery date". If I have two sales orders, one with delivery date 2018-11-15 and one with delivery date 2018-11-22 I would expect the system to start planning with the one with 2018-11-15 delivery date. When I look at the planned production order number I can see that AX plans orders with delivery dates in the future befor the ones that are to be delivered "now". Why is that, and can that be changed?

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  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    Are you finite or infinite scheduling?

    Once orders are master planned i.e. firmed then any new planned orders have to be planned around those and be slotted into available windows  of capacity of the right size. So how you have scheduled current orders, and whether your schedule should also reflect planned orders may be  relevant.  Production > Setup > Production Parameters: General > Capacity planning:  If checked, then when scheduling, capacity will include requirements from planned orders and / or projects.

    Scheduling direction  depends on your scheduling method specified for Automatic updates -  Production control | Setup | Production control parameters (by site), - click the  Automatic update option . The start process looks to this setup to determine which type of automatic scheduling to do, and pulls the usage data from the corresponding set up form for scheduling.

    This can be changed order by order since KB 3070997 and CU 10 for AX 2012.

    Ax will allocate by lowest production order number unless you tell it otherwise. You have 4 sorting options from the Operations or Job Scheduling form Sorting button. Each sort choice has a primary and a secondary sort.

    - Ascending Item level, delivery date

    -Descending item level, delivery date

    - Status, scheduled start

    - Priority, delivery date

    “Ascending item level, delivery date”, “Descending item level, delivery date” for example determine whether to schedule items on lower BOM levels  first. Sort sequence, is the  way to influence finite capacity scheduling logic. Try the scheduling functionality in the Periodic section of the menu.

    To schedule production orders by Priority – delivery date the priority field needs to be manually entered on the production order.

    The higher the number the higher the priority of the production order.

    When several production orders have the same delivery date the one in the highest status is scheduled first  i.e. Production order status from lowest to highest, is :Scheduled, Released and Started.

    Positive days might also be a factor, i.e. when positive days are zero the system is effectively being told to ignore on hand stock and to raise a new order immediately.

  • HenkeNord Profile Picture
    465 on at

    Thanks for your answer, it explained very well what is going on when job scheduling. My problem was about master scheduling, the process that generates planned production orders. But to answer your question, we are using finite capacity, even when running master scheduling.

  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    Then it may be that the available earlier slots of capacity are too small to fit in the immediate requirements so they get scheduled later.

    Its possible that 0 positive days on some items means they take priority.  

  • HenkeNord Profile Picture
    465 on at

    OK, but do you know which sort order the system uses when master scheduling. Does it take by type, Sales order, Demand forecast, Transfer orders... and then delivery date, or is delivery date and then per order type?

  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    Older Ax systems scheduled backward from delivery date and the planner had to expedite or redate. However for order promising, planned order dates in the past are not helpful. In Ax 2012 Master Scheduling will schedule forward automatically when the backward scheduling calculation hits the date of “day= today”.  The user in Ax 2012 R3 can control whether a planned order can start in the past via the four checkboxes in the Master plan/ Future messages tab. Not checking these boxes means that the corresponding type of planned order can still be scheduled into the past. When you check both "planned purchase orders" and "planned production orders" the planned purchase orders and planned production orders be scheduled forward from today. The checkbox "futures messages" in the Coverage group is critical with regard to forward scheduling.  When not checked, the forward scheduling of planned purchase and planned production orders happens independently i.e. both start "today". When you check this "futures message" box, the system will forward schedule the supply chain, this means the planned purchase order will push the planned production order on the next higher level forward. (same is true for planned production order pushing a higher level planned production order forward). For CTP, this checkbox "futures message" is needed because for Order Promising to schedule forward the cumulative lead times. Its somewhat confusing that  it is called 'message' - because it also controls a key scheduling feature, not just a message.

  • HenkeNord Profile Picture
    465 on at

    Yes, that correct. But which demands are planned first, demand forecast, sales orders or something else? And which sort order, lowest sales order number-item id, or maybe just item id, or maybe delivery date, or maybe something else.

  • Suggested answer
    guk1964 Profile Picture
    10,888 on at

    I'm currently on holiday. I wish I could give you a simple answer other than' it depends'. Its a big subject  and really needs an extended training course not a forum answer.

    Master planning exectutes 4 distinct processes which you can see in the session log for a given plan by navigating to “Master planning”–>”Setup”–>”Plans”–>”Master plans” and clicking the “Session log” button.

    In the first step = ‘Update”, is when planning prepares for the second step to calculate coverage. For regeneration it first clears out the InventSumLogTTS records. Update also deletes the entire existing requirement profile, (except for approved planned orders) and then generates a new, as yet uncovered requirement profile for the item and inserts the details into ReqTrans.

    The second step, “Coverage”, creates planned orders based solely on the existing requirement profile) i.e. not on any other planned orders it has created during the run, some of which might even be auto firmed).

    Factors like BOM level impact which items are considered first, (for formulas alternative items play a part), order type then determine that type of order. and planning policy calendars, lead times and positive and negative days setting, time fences etc impact quantities and dates.

    The come the action and future messages steps. Unfortunately many Ax users do not understand and thus do not use messages. They are not always as helpful as they could be and they extend the processing time. In most other mrp systems I have used messages are the key output and planned Release order messages are just one type of message -i.e. in Ax terms Planned orders. These are not just messages. Up to this stage, AX only used the calculated requirement profile to generate planned orders. Without action messages enabled, this basic coverage plan is what the user sees and no messages are calculated. When messages are enabled, though, AX runs through the newly created planned orders and gives suggestions on how to improve the plan and that may include cancel a planned order. After the actions are calculated, futures are then calculated based on the created action messages (based on the parameters enabled).

    Then you can look at the Explanation tree.

    MRP believes what you tell it- but some times what you tell it is not consistent- the lead time is 3 days but I promised the order for tomorrow - messages draw your attention to such conflicts and guide you to resolve i.e. to expedite, redate, etc.  Tools like forecasting, ATP And CATP, and parameters like freeze fences, or positive and negative days, and safety stocks, and mrp planning policies, help to reduce the real world noise of such inconsistencies but here will always be things the master scheduler knows that mrp doesn't and it not feasible to adjust all the parameters daily That's where S@OP planning, ABC Analysis, and messages and an empowered master scheduler play important roles  . 

    You also have to consider how many mrp iterations are needed e.g.

    - for inter-company master planning

    - or for level by level planning - if you change planned order dates or quantities for end items then how does that impact the planned orders already created for sub-assemblies and components? i.e. after your firm the first level do you need to run mrp again based on those firmed orders to generate new planned orders for the next level? There no standard answers, the approach adopted depends on many factors. 

    I'm not sure I have answered your question - but maybe it will help you test out your specific scenarios. 

     

     

     

  • HenkeNord Profile Picture
    465 on at

    Thank you for a very detailed answer. As far as I understand, the order I'm asking about is the sortorder under process "Coverage". What's interesting for us is to be able to tell AX to start create planned production orders (and purchase orders) that covers existing sales orders. When all sales orders are covered, we would like to start with demand forecasts. It doesn't make sense that capacity is used by planned orders pegged to forecasts, making sales orders not being able to bel delivered on time. Even though the delivery date on a demand forecast could be earlier than on a sales order, the planning process should start with the sales order. Is that possible to achieve, or is it maybe the way the system works out of the box today?

  • Verified answer
    guk1964 Profile Picture
    10,888 on at

    You can run mrp both with and without forecast as different plans.

    Release orders against the plan without forecast so as to make to order, plan again with the forecast included to release orders to spare  capacity to make to stock.

  • Suggested answer
    HenkeNord Profile Picture
    465 on at

    Yes, of course that's a solution. However our MRP run takes about 1,5h so it's not possible to run during the day. Thanks anyways for your time spent on my questions!

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