christian rytt, microsoft, program manager – supply chain supply planning and inventory...
TRANSCRIPT
Christian Rytt, Microsoft, Program Manager – Supply Chain
Supply Planning and Inventory Visualization in NAV 2013
Agenda The Planning enhancements
‒ Additional Planning Setup Options
‒ New layout on Item/SKU card
‒ Changes to the Planning and Req. Worksheet
‒ Integration to Jobs and Assembly
Inventory Visualizations‒ by Event (data for the Timeline)
‒ by Timeline
Issue: One value used for four parameters
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Additional Planning Setup Options
Reorder Cycle has been split into multiple fields making it possible to have different values for:
1. Lot Accumulation Period: Demands that are due within the reorder cycle are grouped together to make a joint supply order, used by L-F-L.
2. Rescheduling Period: Used to determine if the action message should reschedule an existing order or cancel it and create a new order, used by L-F-L.
3. Dampener Period: Currently, the dampener period applies to an item and can never be higher than the value in the item's Reorder Cycle field
4. Time Bucket: Period used by the reorder point.
Additional Planning Setup Options
Dampener Period
Lot Accumulation Period
Supply date
Time Bucket
Planning start date
Time Bucket Time Bucket
Rescheduling PeriodRescheduling Period
Example 1: The changed date is outside the rescheduling period, causing the existing supply to be canceled and a new supply is suggested, which covers all demands within the lot accumulation period.
Example 2:
The changed date is within the rescheduling period, causing the existing supply to be rescheduled. A new supply is suggested to cover the demand outside the lot accumulation period.
Example 3: There is a demand within the dampener period, and the supply quantity in the lot accumulation period matches the supply quantity. The next demand is uncovered, and a new supply is suggested.
Example 4: There is a demand within the dampener period, so the supply remains on the same date. However, the current supply quantity is not enough to cover the demand in the lot accumulation period, so a Change Qty. of the existing supply order is suggested.
Additional Planning Setup
Added Dampener Quantity field
Added Overflow Level fields to the item and SKU card
Bug fix: Reorder point is now triggered when inventory level is =< used to be only <
‒ This was done to align with APICS and to fix issue when safety stock and reorder point had the same value.
In the global setup, you can choose to either use the default calculation for items without values in the Overflow Level field of the item/SKU card, or to only use the manually entered values (meaning that 0 or blank on item/SKU card = don’t use overflow level)
Additional Planning Setup
New Layout on the Item/SKU Card
NAV 2009 R2
NAV 2013
Grouping of fields per Reordering Policy
Grouping of fields per Reordering Policy
Show fewer or more fields
Using GridLayout
Using the Dampener demoDEMO
Changes to Planning Worksheet(and Requisition Worksheet)
Respect Planning Parameters for Exception Warnings
Combine Transfer Orders
Planning Worksheet FactBox
Respect Planning Parameters
When this field is selected, then planning lines with Exception warnings will respect the following
planning parameters on the item or SKU card:
In addition, the following order modifiers will be respected:
Minimum Order Quantity
Maximum Order Quantity
Order Multiple
- for Supply Triggered by Safety stock
Parameter type Reordering policy Parameter
Reorder-Point Parameters
Fixed Reorder Qty. Reorder Point
Reorder Quantity
Maximum Qty. Reorder Point
Maximum Inventory
Planning Worksheet Req. Worksheet
Extended Planning Integration
Supply types New in NAV 2013 Already in inventory: Item
Ledger Entry (Planning Flexibility = None)
Sales Return Order (Planning Flexibility = None)
Inbound Transfer Order
Production Order
Purchase Order
Assembly Order
Supply Included in Planning
Demand types New in NAV 2013 Already shipped: Item Ledger
Entry
Purchase Return Order (usually not involved in supply planning)
Sales Order
Service Order
Component need from Production
Outbound Transfer Order
Blanket Order (not already consumed by related sales orders)
Forecast (not already consumed by other sales orders)
Component need from Assembly
Job Planning line (When Usage Link is selected)‒ Jobs Setup option: Apply
Usage Link by Default
Demand Included in Planning
Combine Transfer orders– New option on Carry Out Action Msg.
Respect Planning ParametersDEMO
- And Item Availability by Event
Item Availability by -> TimelineItem Availability by -> Event DEMO
Thank You!
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