1. Microsoft Dynamics NAV 2013 Manufacturing & Service Management Fria Kurowski – ABC Computers fria@abc-computers.com Tom Doran - ABC Computers tdoran@abc-computers.com

2. @NAVUG 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 Service Management New features Module Overview

3. @NAVUG Issue: One value used for four parameters Press for Horn Press to activate long beam Press to activate wind screen viper Press to turn on radio

4. @NAVUG 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.

5. @NAVUG Additional Planning Setup Options Dampener Period Lot Accumulation Period Supply date Time Bucket Planning start date Time Bucket Rescheduling Period

6. @NAVUG 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.

7. @NAVUG 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.

8. @NAVUG 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.

9. @NAVUG 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.

10. @NAVUG 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.

11. @NAVUG 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

12. @NAVUG New Layout on the Item/SKU Card

13. @NAVUG NAV 2009 R2 NAV 2013

14. @NAVUG Grouping of fields per Reordering Policy

15. @NAVUG Grouping of fields per Reordering Policy

16. @NAVUG Show fewer or more fields

17. @NAVUG Using Grid Layout

18. @NAVUG Changes to Planning Worksheet (and Requisition Worksheet)  Respect Planning Parameters for Exception Warnings  Combine Transfer Orders  Planning Worksheet FactBox

19. @NAVUG 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 typeReordering policyParameter Reorder-Point Parameters Fixed Reorder Qty. Reorder Point Reorder Quantity Maximum Qty. Reorder Point Maximum Inventory

20. @NAVUG Extended Planning Integration

21. @NAVUG Supply Included in Planning Supply typesNew 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

22. @NAVUG Demand 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

23. @NAVUG Planning Worksheet DEMO

24. @NAVUG - And Item Availability by Event

25. @NAVUG Item Availability by -> Timeline Item Availability by -> Event DEMO

26. @NAVUG Service Management  Demand Overview  Integration of Service Lines to Planning Engine  Integration with Warehouse Management  Specific Charts

27. @NAVUG DEMO

28. @NAVUG Additional Resources  Ask the Experts Sessions – In person at Forum in Tampa –October 22-24, 2013 –Early Bird Registration is NOW!  Online at www.navug.comwww.navug.com  Spend Time with Your Partner  NAVUG Academy – instructor-led training from your desktop  Customer Source –Tips for role tailored client e-learningTips for role tailored client e-learning –NAV 2013 Product PortalNAV 2013 Product Portal  Microsoft Development Network (MSDN) –What’s new in NAV 2013 RTCWhat’s new in NAV 2013 RTC –Version Feature Compare ToolVersion Feature Compare Tool