Master planning parameters (form) [AX 2012]

Updated: September 30, 2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Master planning > Setup > Master planning parameters.

Use this form to specify default plans and settings for calculating master scheduling.

The following tables provide descriptions for the controls in this form.

Tab

Description

General tab

Enter default scheduling options for calculating master scheduling.

Planned orders

Enter default settings for calculating planned orders.

Standard update

Enter default settings for firmed planned orders.

Number sequences

Enter default settings for scheduling number sequences including references and number sequence code.

Field

Description

Current forecast plan

Select the forecast plan to use.

Current static master plan

Select the plan to use as the static master plan.

For more information, see About master scheduling plans.

Current dynamic master plan

Select which plan to use as the dynamic master plan.

For more information, see About master scheduling plans.

Automatic copy

When you select this check box, the static master plan is copied to the dynamic master plan when you run regenerative master scheduling.

NoteNote

This function is not relevant if the same plan is used for both the static master plan and the dynamic master plan.

General coverage group

Select the coverage group that will be the default when you create a new item. The coverage group is also used automatically if you do not specify any other value in both the Released products form and the Item coverage form.

For more information, see Coverage groups (form).

Futures time

Use this field together with futures messages and rescheduling of planned orders. If the planned receipt time is later than the specified futures time, one day is added to the futures date. Therefore, the items are first available one day later.

Use dynamic negative days

Select this check box to use dynamic negative days in master scheduling calculations. This check box and the Negative days field control when to use a scheduled receipt to fulfill a requirement, or when to generate a planned order instead. By using dynamic negative days, you can include the factor of remaining item lead time in the calculation. This provides increased accuracy in the master scheduling results.The formula for calculating dynamic negative days is:Negative days = Lead time + negative days - min{lead time, requirement due date - today's dateThe Negative days field is in the Item coverage and Coverage groups forms.

Working days

Select this check box if you want safety margins to be calculated as working days in the calendar. Working days are classified as open.

If the check box is cleared, safety margin days are calculated as calendar days. These can be classified as either open or closed.

Today's date calendar

Select the calendar to use when you run master scheduling. The program calculates today's date by searching forward in the calendar from the system date and time until an open day is found.

If this field is blank, master scheduling uses the current system date as today's date.

Use of cache

Select the extent to which caching is used. Caching may affect system performance. You can conduct a trial to see which option provides the best performance for your situation.

Find trade agreements

Select this check box if you want the program to search for a vendor with whom a trade agreement exists when you run master scheduling. If there are several vendors that can supply the item, use the Search criterion field to see the criteria for selecting a vendor.

If a default vendor has been specified for the item, the default vendor will override the selection made in this field.

Search criterion

Select the Find trade agreements check box before you specify the search criterion. You can search for suppliers by minimum lead time or by lowest unit cost. Note that lowest unit cost does not include discount.

Receipt time

Enter the time that is automatically assigned to all planned orders that are generated. Master scheduling calculates planned production orders backward from this time. The time is also important with regard to calculating futures dates and messages for planned orders.

Production

Select this check box to include capacity that is already reserved against production orders. The program uses this field when it schedules capacity for planned orders.

Project

Select this check box to include capacity that is already reserved against projects. The program uses this field when it schedules capacity for planned orders.

Update marking

Select the inventory marking policy to use when firming planned orders.

  • No – No inventory marking is performed.

  • Standard – Inventory marking is updated according to the pegging. A requirement order is marked against a fulfillment order. If some quantity remains on the fulfillment order, it is not marked.

  • Extended – Both the requirement order and the fulfillment order are marked, regardless of whether any quantity remains on the fulfillment order.

Stop firming if an error occurs

Select this check box if you want to stop firming all planned orders if there is an error in one planned order.

Group by vendor

Select this check box if you want to group planned purchase orders together to make a single purchase order per vendor when firming. Alternatively, you can create one purchase order with one line for each planned order.

Group by buyer group

Select this check box to group planned purchase orders together to create a single purchase order that combines the vendor and buyer group. To use this option, you must also select the Group by vendor check box.

Group by purchase agreement

Select this check box to combine the planned purchase orders and to make a single purchase order per purchase agreement.

If you select this check box, the Find purchase agreements check box will automatically be selected.

Group by period

Select the time period during which you want to group planned purchase orders. To use the option, you must also select the Group by vendor check box.

Find purchase agreements

Select this check box to enable auto-search for purchase agreements during firming of planned orders. If a matching purchase agreement is found, information, such as price and discount, will be applied to the purchase order lines.

Group by period

Select the time period during which you want to group planned transfer orders.

Reference

View the reference type.

Number sequence code

Select a number sequence code for the selected reference

You can define number sequence codes in the Number sequences form.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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