8641: Production Series I in Microsoft Dynamics AX 4.0
About this Course
This 2-day course includes training on how the Microsoft Business Solutions - Axapta Production Series works for your business. This includes training on setting up of Work Centers, Operations, Routes, Scheduling, and Costing. Training is also offered on the different options Microsoft Business Solutions - Axapta offers for Reporting and Inquiries. All material and examples used in the Production Series I course is based on Microsoft Dynamics AX 3.0.
Audience Profile
This course is intended for professionals involved with implementing Microsoft Dynamics AX in the Production area, or anyone who wants to pursue certification in Production. This audience typically includes application consultants who are tasked with assessing a customer's business needs and advising them on the use, configuration, and customization of the application. Additionally, consultants who are responsible for training or supporting the customer benefit from the course.
After completing this course, students should understand:
•How to set up Work Centers and Routes and Operations.
•The Production Order concept and cycle and states.
•How to perform scheduling of Production Orders.
•How to End Production Orders.
•Which options you have for changing your setup using the different parameters.
•Which reporting and Inquiries options you have.
Course Outline
Module 1: Introduction to Production
The first chapter is intended to be an overview and introduces some of the basic production concepts used in Microsoft Dynamics AX. Bill of Materials, Work Centers, Routes, and Production Orders are defined along with an overview of their use in the Microsoft Dynamics AX Production Series.
Lessons
Understand the overall interconnectivity of the Production module with other modules in Microsoft Dynamics AX.
Describe the main building blocks of the Production module.
Gain an overview of the Production life cycle together with the changes in status to the production order as it passes through this cycle.
Be able to discuss Production as a part of a workflow in a hypothetical company.
After completing this chapter, students will be able to:
Overview of Production module setup and interconnectivity
Production core elements: BOM, Work centers, Routes and OperationsProduction orders
Production workflow
Module 2: Bill of Materials
In this chapter you learn the advanced features available in the Microsoft Dynamics AX Bill of Materials.
Lessons
Create Bill of Materials (BOMs)
Perform production related setup of BOMs
Calculate BOMsWork with configurable BOMs, including setup of configuration routes and configuration rules
Create and use BOM scrap types
Create and use measurements
Round up consumption in specific quantities
Work with standard production reports
Lab : Exercises
Create a BOM with a version
Create and use configuration groups
Create configuration routes
Create a calculation group
After completing this chapter, students will be able to:
Desribe the main elements in a BOM structure: Levels, Lines, Versions
Create a BOM and BOM LinesUse the BOM Designer
Detailed look at creating BOMs, including setup of configuration groups, routes and rules
Set up and use BOM calculations
Create and use measurements
Understand BOM scrap
Locate and create desired reports
Module 3: Calendars, Work Centers and Reports
In this chapter you learn how to set up and configure work centers as well as how subcontractor work is performed in the Microsoft Dynamics AX Production module.
Lessons
Create relevant Working time templates and Calendars
Set up Work center groups and distinguish between Work center types
Attach Work centers to appropriate work center groups
Understand settings in Work centers having to do with Operation scheduling and Efficiency percentages
Determine when to set Work centers as exclusive
Determine the Costing set up in Work center groups and Work centers
Use the Inquiries and Reports available to show information about the Work centers or Work center groups
Use Gantt tables to display capacity or load information on Work centers
Lab : Exercises
Create a Working Time Template
Create a Calendar
Create Work Center Groups and Work Centers
After completing this chapter, students will be able to:
Understand the workflow for setting up Calendars and Work centers
Create Working Time Templates and Calendars
Set up and define Work center groups and Work centers
Operation Scheduling Percentage and Efficiency Percentage for Work Center Groups and Work Centers
Know when and how to use ExclusivitySet up Costing for Work Center Groups and Work Centers
Configure Work Center Groups and Work Centers for Finite Capacity and set Capacity Planningoptions
Access the Work Center Inquiries, Reports, and Gantt Charts
Module 4: Operations and Routes
In this chapter we learn how to set up and configure operations and routes as well as some advanced concepts such as Route Network, Scrap, and Costing.
Lessons
Set up and configure production Operations
Define Operation Relations
Create and maintain routes
Create routing groups and attach routing groups to operations in the route
Manage scrap in production routes
Manage cost categories in production routes
Manage routes using route networks
Configure and use attachment types in routes
Configure the Route Network parameter and understand Route Networks in complex routing
Lab : Exercises
Create an Operation
Create a Simple Route
Setup a Network Route and Simultaneous Operations
Edit a Route
After completing this chapter, students will be able to:
Understand the workflow in setting up Operations and Routes
Define Cost categories
Create and Maintain Routing GroupsCreate Operations
Create Routes
Manage scrap in production routes
Manage cost categories in production routes
Manage routes using route networks
Configure and use attachment types in routes
Configure the Route Network parameter
Configure the use of Route Networks for complex routing
Module 5: Parameters, Production Orders and Life Cycle
In this chapter you about the Production Order Status, how to create, estimate, and schedule production orders using both Job scheduling and Operations Scheduling. You also learn about Capacity Planning and Gantt Charts.
Lessons
Understand the impact of production parameters Gain an understanding of the main activities that occur in the life cycle of a Production Order
Create a Production Order from the Production Order Form
Create a Production Order from a Sales Order Line
Check the status of a Production Order
Explain how the Production Order status is used in working with the production process.
Configure advanced settings including Production Groups and Production Pools Work through the Estimation process
Lab : Exercises
Manually Create a Production Order
Sales Activity Configure a production pool and Production Scheduling
After completing this chapter, students will be able to:
Explain the Production Life Cycle and Order StatusSet Production Order Parameters Create Production Orders
Understand how to use advanced settings on Production groups and pools
Estimate Production Orders
Use Explosion to show requirements for a Production Order
Module 6: Production Scheduling and Subcontracting
This chapter explains how to group Production Orders by using Production Groups and Production Pools and covers the physical implementation of the production order cycle up through the financial costing.
Lessons
Distinguish between the various scheduling methods
Explain the difference between operations and job scheduling
Work with Gantt charts in Job scheduling
Gain an overview of how subcontracting is used for outsourcing
Adjust BOMs in connection with subcontractor work
Set up operations and routes to be performed by a vendor
Lab : Exercises Run an Operation schedule
After completing this chapter, students will be able to:
Have an understanding of scheduling methods: backward, forward, finite, infinite
Explain additional scheduling concepts such as; Work Center efficiency, Finite Material, and schedule references
Explain the difference between Operations and Job scheduling
Understand using Gantt chart with Job scheduling
Understand the role of Master planning and planned orders in production
Explain locking of planned orders and dispatching
Understand basic subcontracting processes
Module 7: Production Control and End
In this chapter you learn the advanced features available in the Microsoft Dynamics AX Bill of Materials. Release, Start and Report as finished, stages in the production life cycle are a part of production control. When the order is reported as finished, final incurred costs are posted and the production order is closed, or Ended. This chapter covers the main windows and the settings that are used in production control.
Lessons
Release Production Orders
Start Production Orders
Explain the use of Production journals
Register consumption for work centers and materials
End a production order
Lab : Exercises
Start a production order
After completing this chapter, students will be able to:
Run production estimation and scheduling
Release production orders
Start production orders
Understand consumption and journalsEnd a production order
Module 8: Inquiries and Reports
In this chapter you get a first-hand look at the inquiries and reports that available in the Production series. You are shown how to locate and use these tools in addition to selection, sorting, querying, and printing techniques.
Lessons
Generate inquiries to obtain various types of information
Generate different reports and statistics
Lab : Exercises
Production Inquiry (Operation List)
Production Reporting (Operation Use)
After completing this chapter, students will be able to:
Determine where to locate the specific inquiries
Use the inquiries to quickly examine production data
Provide answers to frequently requested production related questions.
Find the location to create the desired Reports
Module 9: Case Study
This Case Study is the final chapter in Production Series 1. The Case Study challenges the student to use the knowledge gained throughout this course to help Monster Bikes Inc., deliver their first new Road Racer. In performing this task, the student receives the opportunity to practice the skills they have acquired.
Lessons
Case Study.
Lab : Exercises
Research and Development
Sales Activities
Production Planning
Purchasing Activities
Production Activity Control
Delivery and Invoicing
After completing this chapter, students will be able to:
Work through all phases of the Case StudyComplete the Research and Development phaseComplete the Sales Activities phaseComplete the Production Planning phaseComplete the Purchasing Activities phaseComplete the Production Activity Control phaseComplete the Delivery and Invoicing phase
Before attending this course, students must have:
Axapta Introduction and Working with BOM's is recommendedIn addition, it is recommended, but not required, that students have completed:Production Series I eCourse. As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX.
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