Microsoft Dynamics AX 2012 R2

Capacity Planning DEMO SCRIPT

March 2013Version 1.0.2

ContentsIntroduction3Audience3Scenario3Overview4Demo 1: PROCESS DESIGN6Review route and resource requirements for route operations6Review route feasibility7Review resource calendar8Demo 2: CAPACITY PLANNING11Create and estimate production order11Run job scheduling12Using Gantt visualization to do changes to the schedule13Check capacity reservations and load14Demo 3: LOAD BALANCING16Group resources using gantt charts16Check capacity reservations SSRS report17Conclusion18Disclaimer19

Introduction

This document is a demonstration examining the capacity planning capabilities of Microsoft Dynamics AX 2012 R2. The primary objective of the demo scripts is to provide the user with an overview of what capacity planning features are available to a manufacturing company.

AudienceThe scripts in this document should be used to demonstrate the value of Microsoft Dynamics AX 2012 R2 and how the solution supports capacity planning scenarios to a business decision maker (BDM) or a super user from the customers manufacturing operations. The audience that you present to will find value in this script if they are challenged by completing the following tasks: Designing production processes that are generic in nature, and that may be executed on a variety of different resources Scheduling productions on resources with finite capacity Manually rescheduling production jobs Managing available capacity Load-balancing work across production resources

Scenario This script demonstrates features from the following Microsoft Dynamics AX 2012 modules: Product information management Production control Master planning

Demo Preset Configuration:This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM Virtual Machine (VM), released in March 2013. Make sure that the VM is up and running and that you have logged on. The script addresses key pain points and challenges that different roles might face. However, the demo can be completed as the system administrator.Domain: CONTOSOUser: AdministratorPassword: pass@word1

OverviewThe company that will be used for the capacity planning scenario is Contoso USMF. Contoso USMF produces the following products:

The following picture shows how the products are manufactured and distributed within USMF.

The demo script will use the following product:

Standard Speaker (Product D0003)

Demo 1: PROCESS DESIGN

PersonaOscar - Process Engineer"How can we make this simpler?"

Oscar often receives specifications for new products from Emil. He defines the necessary processes to make the product. Occasionally, he and Emil make prototypes together.

ScenarioOscar, the process engineer, has just completed the route definition for Contosos D0003 Standard Speaker. He has taken full advantage of the new capabilities in Microsoft Dynamics AX 2012, which makes it possible to define routes that can be used across multiple resources. However, before approving and activating the new route, Oscar wants to ensure that Contoso actually has the resources available to perform all the operations and produce the D0003 Standard Speaker according to the new process.

Check current legal entity in lower right corner of the Microsoft Dynamics AX client Ensure that you are positioned in Legal Entity, USMF

Review route and resource requirements for route operations

1. Go to Product information management > Common > Released products 2. Select the line with Item number D0003 and click Route on the Engineer tab in the action pane

3. Select the line with Oper. No. 10 and switch to the Resource requirements tab

Here, you can review the resource requirements for the selected operation. In this case, Oscar the Process Engineer has specified that to perform the assembly operation, a resource that possess both the Assembly capability and the Speakers capability is needed. And in case the production is job scheduled, the resource must also possess the Electronics capability. This differentiation between requirements for operations scheduling and job scheduling allows for the long range operations scheduling to have a more coarse-grained look at resources, which makes the plan less nervous and increases overall resource utilization.

Review route feasibility

4. Select the line with Route number 000002 and click the Route feasibility button

In the Route feasibility form, Oscar the Process Engineer can check whether resources are available, that can perform each operation in the route. In this case, there is a green checkmark in front of each operation, which tells Oscar that all operations are feasible on the date specified in the Date field at the top of the form.To get a sense for how many resources are available for performing each operation, Oscar can step through each operation in the route, and the Resource requirements for each operation is shown as well as a list of Applicable resources (defined as all those resources that matches the resource requirements for the operation on the selected date).In case of the new route for the D0003 Standard Speaker, Oscar notices that there are two resources matching the resource requirements for the Assembly operation (operation 10). Oscar wants to check how many hours of capacity these resources may potentially have available not taking into account existing capacity reservations.

Review resource calendar

5. Select a line with Resource 1211 and click View details

The View details link took Oscar to the Resources form, where he can see what calendar the 1211 resource is operating according to. 6. In the Resources form, open the Resource groups fast tab

The work calendar for a resource can change over time, and is dependent on what resource group the resource is assigned to. In this case, the 1211 resource is operating according to the Production calendar while assigned to the 1210 resource group.7. Select a line with Resource group 1210 and click View details for the Calendar

8. Click the Working times button

In the Working times form, Oscar can see that the 1211 resource is working 8 hours a day, 5 days a week. He believes this is sufficient for producing the expected volume of the D0003 Standard Speaker. And should demand rise, there is room for extending the working hours or adding another shift.9. Close all open forms, except the main Dynamics AX window

Demo 2: CAPACITY PLANNING

Persona

Eduardo - Production Planner"Oh no, not another fire to put out!"

Eduardo manages scheduling and planning of production. He often needs to shuffle existing orders to make room for more urgent orders. He considers exceptions to be the rule.

ScenarioEduardo, the Production Planner, has received a rush order for 2 pairs of Standard Speakers, model D0003. They are needed for an upcoming trade show, where Contoso is going to demo the new revision of the D0003 Standard Speaker to their domestic resellers, so Eduardo has to make this additional production order fit into the overall production schedule that has already been generated by Master Planning.

Create and estimate production order

10. Navigate to Production control > Common > Production orders and open the All production orders list page

11. Select New > Production order from the action pane

12. Create new production order for Item number D0003 with Quantity 4 and click the Create button

13. In the All production orders list page, select the production order just created

14. Click the Process > Estimate button on the Production order tab in the action pane

Run job scheduling

15. On the All production orders list page, switch to the Scheduling tab in the action pane and click the Schedule jobs button

16. In the Job scheduling form, switch to the General tab and verify that the Finite Capacity checkbox is checked

17. Click OK to start the scheduling

By checking the Finite capacity checkbox, Eduardo the Production Planner ensures that the scheduling engine will take into account the actual capacity of those resources that have been identified as having finite capacity (in the Resources form) and not overbook any of those resources.

18. On the All production orders list page, switch to the Production order tab in the action pane and click Production details > All jobs

Here, Eduardo the Production Planner can see how the production has been scheduled.

19. Click Close to close the Jobs form

Using Gantt visualization to do changes to the schedule

Eduardo wants a better overview of how the production is scheduled, and hence brings up the schedule for the rush order in the Gantt Chart view.

20. On the All production orders list page, switch to the Production order tab in the action pane and click List > Refresh to refresh the list page

21. On the All production orders list page, switch to the Schedule tab and click View > Gantt chart

22. In the Gantt chart form, click the Resource view button

23. Press the [+] sign on each line to expand all operations

Before making any changes to the schedule, Eduardo wants to understand the available capacity of each resource.

24. Right click on each of the resources in the Gantt chart and select Show histogram from the pop-up menu

Eduardo wants to make sure the order completes on-time, so he builds-in some slack by rescheduling the second operation.

25. Use the mouse to drag and drop the second job for Oper. No. 20 to a different time-slot (e.g. a few hours earlier)

26. Right click on the job just moved and choose Schedule previous jobs from the pop-up menu

By rescheduling the previous jobs, the first job is being aligned with the earlier start time of the second job. Eduardo is satisfied with the revised schedule that he is confident that the shop floor can execute.

27. Close the Gantt chart form

Check capacity reservations and load

Now that the production has been scheduled, Eduardo the Production Planner wants to understand the impact on available capacity.

28. On the All production orders list page, switch to the View tab in the action pane and select Related information > Capacity reservations

29. Right click on Resource 1211 and select View details from the pop-up menu

30. In the Resources form, select View > Capacity load from the action pane

In the Capacity load form, Eduardo can see how much capacity is booked on the impacted resources, and how much capacity is still available.

31. Close the Capacity load form

32. In the Resources form, select View > Capacity load, graphically from the action pane

33. In the Capacity profile dialog, check the Show capacity checkbox, the Include job scheduled checkbox, and the Include production checkbox

34. Click the OK button

The Graphical capacity load form essentially shows the same information as the basic Capacity load form, albeit in a graph. Again, Eduardo can assure himself the that the impact of the rush order is at an acceptable level.

Demo 3: LOAD BALANCING

PersonaLars - Shop Supervisor"I make sure that the machine operators keep churning out the parts according to plan."

Lars ensures that the machine operators are productive, trained, and motivated so that the day-to-day production jobs are run properly.

ScenarioLars, the Shop Supervisor, wants to make sure work is distributed evenly among the resources that he has the responsibility for. Primarily to keep morale high by making sure all workers get their even share of the work, but also to ensure that everybody maintain their skills and routine when the workload is not so high. For this purpose, Lars uses a Gantt Chart that contains exactly those resources that he is responsible for.

Group resources using gantt charts

35. Navigate to Organization administration > Common > Resources and select Gantt charts

36. Press the New button and create a new Gantt chart showing a period of 8 Days

37. Switch to the Resources tab in the Gantt charts form and press the Add button to add all resources starting with 12

38. Switch back to the Overview tab and click the Gantt button in the action pane strip

This brings up the Gantt chart in Resource view. The resources that Lars are responsible for (those, whose ID starts with 12) are visible and all jobs scheduled on those resources are shown in the chart.

Just like Eduardo, the Production Planner, could reschedule a production job by dragging and dropping it to a new time-slot, Lars, the Shop Supervisor, can load-balance work by dragging and dropping an already scheduled job to another resource.

Check capacity reservations SSRS report

39. Navigate to Organization administration > Reports > Resources and select the Capacity reservations report

ConclusionIn most cases, the finite capacity scheduling capabilities of Microsoft Dynamics AX 2012 R2 ensures that resources are not overbooked, and that Master Planning generates a viable production schedule. However, in those cases when manual intervention is needed for managing capacity, Microsoft Dynamics AX 2012 R2 also provides the necessary tools for viewing and managing capacity.

The demo scripts shows how Microsoft Dynamics AX 2012 R2 provides capacity planning facilities at various levels ranging from making sure there are resources available to support a new (or modified) product through to drag-and-drop load balancing on the shop floor.

Disclaimer 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.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 may make changes to specifications and product descriptions at any time, without notice.Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

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