Supply Planning and Inventory Visualization in NAV 2013 Christian Rytt, Microsoft, Program Manager – Supply Chain 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 Press for Horn Press to turn on radio Press to activate long beam Press to activate wind screen viper 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 LF-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 Supply date Lot Accumulation Period Rescheduling Period Rescheduling Period Planning start date Time Bucket Time Bucket Dampener Period Time Bucket 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. Additional Planning Setup 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) 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 demo DEMO Changes to Planning Worksheet (and Requisition Worksheet) Respect Planning Parameters for Exception Warnings Combine Transfer Orders Planning Worksheet FactBox Respect Planning Parameters - for Supply Triggered by Safety stock When this field is selected, then planning lines with Exception warnings will respect the following planning parameters on the item or SKU card: Parameter type Reordering policy Fixed Reorder Qty. Reorder-Point Parameters Maximum Qty. In addition, the following order modifiers will be respected: Minimum Order Quantity Maximum Order Quantity Order Multiple Parameter Reorder Point Reorder Quantity Reorder Point Maximum Inventory Planning Worksheet Req. Worksheet Extended Planning Integration Supply Included in Planning Supply types Already in inventory: Item Ledger Entry (Planning Flexibility = None) Sales Return Order (Planning Flexibility = None) Inbound Transfer Order Production Order Purchase Order New in NAV 2013 Assembly Order Demand Included in Planning Demand types 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) New in NAV 2013 Component need from Assembly Job Planning line (When Usage Link is selected) ‒ Jobs Setup option: Apply Usage Link by Default Combine Transfer orders – New option on Carry Out Action Msg. Respect Planning Parameters DEMO - And Item Availability by Event Item Availability by -> Timeline Item Availability by -> Event DEMO Questions? Christian Rytt – [email protected] Thank You! © 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.