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MS Dynamics AX 2009 – Production

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Prerequisites:

Know How to Navigate Through the System.

Experience Working With BOMs, or Attended a Course Covering Basic BOM Concepts.

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Training Type: Class Room

Duration: 60 Hours

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Course Outline:

Topic

Sub Topic

Duration

Production Series I

  • Introduction to Production Series I
  • Bill of Materials
  • Calendars and Work Centers
  • Operations and Routes
  • Parameters, Production Orders, and Life Cycle
  • Production Scheduling and Subcontracting
  • Control and End Production
  • Inquiries and Reports

15 hours

Production Series II

  • Production Series I Review
  • Inventory Dimensions in Productions
  • Subcontractor Work
  • Advanced Production Scheduling
  • Scrap and Waste
  • General Ledger and the Production Series
  • Manufacturing Strategies
  • Implementing Production Series

15 Hours

Master Planning

  • Master Planning Overview
  • Planning Considerations and Setup
  • Coverage Groups
  • Coverage Settings
  • Forecast Plans
  • Intercompany and Multisite in Master Planning

15 Hours

Bill of Materials

  • Bill of Materials Overview
  • Creating Simple BOMs
  • Creating BOMs with Versions
  • Working with BOM and Item Configurations
  • Working with BOM Calculations
  • Sales Orders and BOMs
  • Scrap and Measurement
  • Report a BOM as Finished
  • Reports and Other BOM Functionality

15 Hours

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(+)

Course in Detail:

Topic I: Production Series I in Microsoft Dynamics AX 2009

Module 1: Introduction to Production Series I

This module provides a high level introduction to the main production concepts used in the Production Series I course. It contains basic conceptual information and a broad overview of the main core concepts, including: a description of the interactivity of the Production module with other modules; an example of a hypothetical work flow in a single company that illustrates this interaction; a definition of core concepts in production such as BOMs, work centers, work center groups, operations and routes; an overview of the production life cycle and, finally, a summary of how multisite functionality is used in production.

Module 2: Bill of Materials

This module contains a comprehensive overview of the role of the Bill of material (BOM) as the first of the Production modules core building blocks. Since BOMs are used in production to specify ingredients or subordinate components that are required to make each assembled part or item in production, they are essential to the functioning of production processes. The module describes single level and indented BOMs, as well as BOM and item configurations, BOM calculations, and BOM scrap and measurement configurations. The module concludes with an overview of the standard BOM reports and how they are used.

Module 3: Calendars and Work Centers

This module provides an overview of how to set up and use calendars and work centers. Calendars and work centers are additional core building blocks to the Production module. They are set up in the Basics module in a specific sequence which is reflected in the order of the lessons. Working time templates are created first, then calendars, work center groups and finally the work centers themselves. The module also contains a summary of how operation scheduling percentages, efficiencies and exclusivity can be applied to the work centers and work center groups that are created, as well as how finite capacity planning parameters are used.

Module 4: Operations and Routes

This module provides a step-by-step overview of the setup and process of working with operations and routes. Operations and routes are set up in the Production module in a specific sequence which is reflected in the order of the lessons. The module also describes the use of, and set up of cost categories, an overview of the creation of route group parameters that pertain to all routes in the group, and a description of how to create routes which contain the sequence of events (or operations) that are used to produce an item. Finally the module contains a brief discussion of the way scrap is calculated in the production environment, based on a defined scrap percentage and how route networks are applied.

Module 5: Parameters, Production Orders and Life Cycle

This module provides an overview of how to set up prerequisite production parameters and journal names in the Production module. These prerequisites guide how production orders are created, estimated, scheduled and consumed by the application, and must be established before the production module can be used for production planning. It also reviews the stages the production order moves through as it follows the production life cycle, as well as how to set up consumption feedback, and how cost accounting is handled. Finally, the lesson covers optional settings that can be used as advanced control of how production orders are posted and handled.

Module 6: Production Scheduling and Subcontracting

This module provides a detailed overview of how to work with production scheduling, including locking production orders and dispatching scheduled jobs to specific work centers. Scheduling is the third step in the production order life cycle, conducted after the prerequisites have been set up, and production orders have been created and estimated. Besides a review of the scheduling levels, operation and job scheduling, the module also includes a description of planned production orders, and the role that the Master planning module plays in the scheduling function in production. The module ends with a brief review of the management of outsourced productions using subcontractors.

Module 7: Control and End Production

This module explores the Release, Start, Report as finished and End stages in the production life cycle, in the order in which they are conducted: It also includes the forms used in each stage, and a brief description of production consumption using the production journals. The Release, Start, and Report as finished stages are considered part of production control. The End stage is conducted after the order is reported as finished. Before closing the order, a final price calculation is conducted, which covers the consumption of items, services, item gains, and operations.

Module 8: Inquiries and Reports

This module provides an overview of the different kinds of reports and inquiries available in the Production module. Inquiries are used to check possible material stockouts, to review the state of current production jobs, to obtain an overview of all production and postings, and to analyze and view all route transactions. Production reports are used to obtain a snapshot of usage of base data, current jobs in process, and the cost and production variances that impact production.

Topic II: Production Series II in Microsoft Dynamics AX 2009

Module 1: Production Series I Review

This lesson reviews the main concepts of the Production Series I course, including BOM, routes, operations, life cycle and multisite functionality.

Module 2: Inventory Dimensions in Productions

This lesson describes the general setup and use of inventory dimensions in production. In particular it covers the storage dimensions used in production to define warehouses, pallets, batches, serial numbers and site.

Module 3: Subcontractor Work

This lesson describes how to set up and work with BOM lines, purchase orders, production orders, and operations when subcontractors are used in the production process.

Module 4: Advanced Production Scheduling

This lesson provides more detail about the advanced optional production scheduling settings, including properties, efficiencies, task groups and route groups.

Module 5: Scrap and Waste

This lesson describes the management of constant and variable scrap settings that can be placed on the BOM, work centers and routes.

Module 6: General Ledger and the Production Series

This lesson provides an overview of the different settings that can be used to determine how item costs are posted to the general ledger.

Module 7: Manufacturing Strategies

This lesson provides a high level conceptual overview of a number of manufacturing strategies, including a brief description of how Enterprise Portal and Product Builder can be employed.

Module 8: Implementing Production Series

This lesson is an overview of how the Production module is implemented. It places the implementation in context and among other things reviews the sequential setup of BOMs, work centers, routes, operations and multisite.

Topic III: Master Planning in MSD AX 2009

Module 1: Master Planning Overview

This chapter provides a high level summary of the main elements of Master planning. It contains conceptual information on the differences between Master scheduling and Forecast scheduling and the global and local Master scheduling processes. It also includes a list of reports that are useful and how the module might be integrated with other modules in an example workflow.

Module 2: Master Plans, Parameters and Planned Orders

This chapter outlines some of the main considerations for setting up and using the Master planning module. This includes prerequisite setups in Master planning and other modules in Microsoft Dynamics AX 2009. Conceptual ideas are reviewed such as the one and two plan strategies, Operations and Job scheduling considerations, Master scheduling execution principles, and so on.

Parameters in two important forms in the Master planning module are covered in detail: the Master plan form and the Master planning parameters form. Finally, the chapter provides an overview of how to handle the main Master scheduling results in the Planned order form.

Module 3: Coverage Groups

This module coverage planning generally and Coverage groups specifically, including the specific principles and parameters that guide how Master planning handles each item or group of items in inventory when a Master schedule is run.

It also contains a detailed overview of how groups of items are handled through the definition of parameters in the Coverage groups form in the Master planning module. Another other things, it includes a detailed review of Coverage code principles, Negative and Positive days, Firming and planned order explosion fields, Action messages, Futures messages and so on.

Module 4: Coverage Settings

This lesson explains the possibilities in setting up detailed coverage information on single items that do not fit simple group settings. It provides an overview of how to define settings in the Items coverage form, the Item details form and the Item coverage setup form. It also includes a brief review of the minimum/maximum key, warehouse and safety stock as these functions pertain to coverage settings.

Module 5: Forecast Plans

This lesson provides an overview of the main forms involved in defining a Forecast plan including: Forecast models, Forecast plans, Forecast items and creating a sales forecast in the Sales forecast form. It also includes a discussion of Item allocation keys, Period allocation keys and Reduction keys, which allow you to group item information.

Module 6: Intercompany

This lesson provides a brief overview of how Master scheduling is conducted when companies are running Intercompany or Multisite functionality. In Intercompany this includes setting up Master planning parameters, understanding scheduling sequences, iterations and a review of the scheduling methods, as well as a brief example of Intercompany company relationships. In Multisite this includes an overview of the Multisite setup, key elements in the functionality that pertain to Master planning, and an example of how planning is conducted across sites.

Topic IV: Bill of Materials

Module 1: Bill of Materials Overview

This module provides an overview of the Microsoft Dynamics AX 2009 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.

Module 2: Creating Simple BOMs

This module explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM designer.

Module 3: Creating BOMs with Versions

This module explains the concept of version control, and describes how to create BOMs with versions. In addition, it covers activating, copying, and changing BOM versions, and creating quantity-dependent BOMs and using other version-related functionality.

Module 4: Working with BOM and Item Configurations

This module explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Module 5: Working with BOM Calculations

This module explains the BOM calculation structure used in Microsoft Dynamics AX 2009, in addition to the use and set up of Cost groups, Profit settings, Calculation groups and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Module 6: Sales Orders and BOMs

This module describes creating a sales order with a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.

Module 7: Scrap and Measurement

This module describes the use and setup of constant and variable scrap and BOM calculations using scrap. The module also covers the use and setup of measurement configurations including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.

Module 8: Report a BOM as Finished

This module describes the purpose of reporting a BOM as finished, and explores the methods of accessing the report as a finished process within Microsoft Dynamics AX 2009.

Module 9: Reports and Other BOM Functionality

This module describes the standard BOM reports in Microsoft Dynamics AX 2009 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

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