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Now that you know how to set up coverage groups, you can apply them to your inventory items. There are three ways in which coverage groups can be assigned to items. Axapta always uses the most specific record.
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CHAPTER 11 MASTER PLANNING
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All Items: In the Master Planning Parameters form (Master Planning Setup Parameters) set the General coverage group to be used whenever a coverage group is not specified at the Per Item or Per Inventory Dimension level. Per Item: On the General tab of the Items form (Inventory Management Items), the coverage group can be specified in the named field. Per Inventory Dimension: Using the Item Coverage form (Inventory Management Items Setup Item Coverage), you can set up a coverage record can for each item dimension combination and for each active storage dimension that has the Coverage Planning parameter selected. Both item and storage dimensions are covered in 8. Only one coverage group can be used per item or dimension, and thus Master Planning will first choose to take the coverage group specified on the Item Coverage record. If one does not exist, Master Planning will take the coverage group specified on the Item record. If no group is specified there, Master Planning will use the coverage group specified on the Master Planning Parameters record.
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Note Many businesses will choose to use the Item Coverage records as they need to specify different Item
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Coverage settings for different inventory dimensions. For example, a business with multiple warehouses will often need to specify different coverage groups or coverage group settings per warehouse. This creation can be easily facilitated using the Item Setup form (Master Planning Setup Item Setup), which displays all of the items that have Item Coverage records and all of those that don t. It makes it easy for you to add or modify these records.
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Using the Item Coverage record (Inventory Management Items Setup Item Coverage), shown in Figure 11-2, it is possible to specify additional information based upon the particular item dimensions. You can also use the wizard to create these records. This is especially helpful when you have items with multiple dimensions.
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Figure 11-2. The Item Coverage form is used to specify coverage settings by item dimensions.
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The different tabs on this form let you specify the information required to make this record unique, such as the minimum or maximum inventory levels in the case of a Min/Max
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CHAPTER 11 MASTER PLANNING
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coverage group, or the refilling warehouse to be used if you are allowing for transfer orders. In addition, it is possible to override the coverage group and settings that are used on the Item record, and instead specify unique settings here. Finally, you can specify the minimum and maximum keys to be used for seasonally based fulfillment, how the minimum date is calculated, and any specific lead times to be used in the Master Planning calculation.
Note When using coverage codes of Period or Requirement, you are able to specify a minimum quantity
to always keep in inventory, known as the safety stock.
Forecast Models
Before we can set up Forecasts in Axapta we must specify one or more forecast models (see Figure 11-3). These models enable you to divide your forecasts for input for example, by region. The forecast models then enable you to create a parent-child hierarchy to bring any child forecasts together into a total, or parent, forecast. Forecast models are set up via Inventory Management Setup Forecast Forecast Models.
Figure 11-3. Use the Forecast Models form to create a hierarchy for your forecasts.
Using this form you can create the different models and the hierarchy of your forecasts. In the example in Figure 11-3, there is an East Region and a West Region forecast model. Both of these are listed on the Submodel tab of the Total model. By specifying separate forecasts by each model, you have the ability to enter forecasts by model and to then run forecast scheduling by either the parent or child model. This is a simple two-leveled hierarchy; note that any forecast model that is listed as a submodel cannot have itself a submodel.
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