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Course 80023A: Production Series II in Microsoft Dynamics AX 2009

 
  Length:     2 Day(s)  
  Published:     January 28, 2009 (in development)  
  Language(s):     English  
  Audience(s):     Information Workers  
  Level:     200  
  Technology:     Microsoft Dynamics AX 2009  
  Type:     Course  
  Delivery Method:     Instructor-led (classroom)

Before attending this course, students must have:

  • Completed the basic Microsoft Dynamics AX 2009 courses
  • Know how to navigate through the system
  • Experience working with BOMs, or attended a course covering basic BOM concepts
  • Completed the Production Series I ILT course.

In addition, it is recommended, but not required, that students have:
  • Taken the Production I and II series, Master Planning and Bill of Materials eCourses
  • A fair understanding of the Trade and Logistics functionality in Microsoft Dynamics AX 2009
  • A basic knowledge of scheduling production, planned production orders and master planning concepts

About this Course

This course covers the more advanced functionality in the Production module in Microsoft Dynamics AX 2009. It provides more detail and builds upon the material presented in the Production Series I in Microsoft Dynamics AX 2009 course. To establish a common context, the course starts with a high level review of the key elements covered in Production I, such as core concepts used in production processes, scheduling, the general workflow in companies with one or more operational sites, and so on.  From here, the course presents a more detailed view of certain key functionality, such as the use of inventory and storage dimensions, how subcontractors are used to outsource purchasing, production or operations, information on advanced production scheduling functionalities, the management and control of scrap and waste in the manufacturing process, an overview of manufacturing strategies, (including the use of the Enterprise Portal and Product Builder tools that allow customers to select and configure their own Products), and finally, a synopsis of the way in which the Production module is implemented in Microsoft Dynamics AX 2009.

Audience Profile

This course is intended for employees of Microsoft Dynamics AX 2009 partners who work with and set up the Production module, or anyone who wants to pursue certification in production. The audience typically includes application consultants, responsible for assessing customers' business needs and advising them on the use, configuration, and customization of the application. Participants of the course are often individuals that work with the purchasing, production, and material management parts of the software. This course can also be useful for key users of Microsoft Dynamics AX 2009 who want to gain a deeper knowledge of this part of the software.

At Course Completion

After completing this course, students will understand:
  • The use of inventory and in particular storage dimensions in the production environment, including the dimensions that support multisite functionality.
  • How to work with subcontractors, including how to set up BOM lines, purchase orders, production orders, and operations to apply to vendors.
  • Some of the advanced scheduling features that can be used to help the shop floor become more efficient in the production process.
  • The interaction between production processes and posting production amounts to the general ledger.
  • Various types of manufacturing environments and some of the tools that can be used to support them.
  • An overview of strategies for implementing Microsoft Dynamics AX 2009.

Course Outline

Module 1: Production Series I ReviewThis lesson reviews the main concepts of the Production Series I course, including BOM, routes, operations, life cycle and multisite functionality.Lessons

  • Multisite Review
  • Core Concepts in Production
  • Bill of Materials (BOM)
  • Calendars and Work Centers
  • Operations and Routes
  • Life Cycle, Parameters, and Production Orders
  • Scheduling
  • Master Planning and Planned Production Orders
  • Describe how multisite functionality interacts with the Production module
  • Explain the definition and set up of core conceptual elements in production, including BOMs, calendars, work centers, operations and routes
  • Provide an overview of the production life cycle, parameters and production orders
  • Define and describe the use of operation and job scheduling
  • Explain how master planning and the Production module interact
Module 2: Inventory Dimensions in ProductionsThis 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.Lessons
  • Item Dimensions
  • Storage Dimensions
  • Dimension Groups and Dimensions
  • Allocating Batch and Serial Numbers
  • Production Order Reservations
  • Marking
  • Trace Batch and Serial Number
  • Inventory Dimensions and Multisite
  • Define item and storage inventory dimensions
  • Describe the use of serial or batch numbers to track and control manufactured items
  • Use inventory reservations in production
  • Understand inventory marking
  • Describe inventory trace functions
  • Use inventory dimensions when working with multiple operational sites
Module 3: Subcontractor WorkThis 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.Lessons
  • BOM Line Types
  • Purchase Orders
  • Production Orders
  • Operations
Lab : Create Work Center Group with Work Center of Type VendorLab : Purchase Items for BOM from SubcontractorLab : Use a Subcontractor to Produce an Item in the BOM
  • Describe working with BOM line type vendor when using subcontractors
  • Generate purchase orders to a supplier when on-hand inventory is insufficient
  • Create a vendor production order
  • Set up work centers and groups for the vendor
Module 4: Advanced Production SchedulingThis lesson provides more detail about the advanced optional production scheduling settings, including properties, efficiencies, task groups and route groups.Lessons
  • Production Groups
  • Production Pools
  • Properties
  • Task Groups
  • Route Groups
  • Priority Scheduling
  • Splitting a Production Order
Lab : Set Properties on Items and Work CentersLab : Create Task GroupsLab : Configure a Production Pool and Assign a Production Order
After completing this module, students will be able to:
  • Configure production groups to establish relationships between production orders and ledger accounts
  • Describe how to use production pools to monitor production orders in specific categories
  • Set up properties to guide production orders to run under special times and conditions on the working time template
  • Attach properties to work centers
  • Set up task groups to schedule production on alternative work centers
  • Create route groups and attach them to operations on the route
  • Use the various scheduling methods and distinguish between operations and job scheduling
  • Split a production order
Module 5: Scrap and WasteThis lesson describes the management of constant and variable scrap settings that can be placed on the BOM, work centers and routes.Lessons
  • BOM Scrap
  • Work Center Scrap
  • Route Scrap
  • Costing of Scrap/Waste
Lab : Add BOM Scrap and Run CalculationsLab : Set Scrap Percentages on a Route
After completing this module, students will be able to:
  • Set up BOM scrap percentages
  • Set up scrap percentages on work centers
  • Set up scrap percentages for each operation in the production routes
  • Describe the costing of scrap
Module 6: General Ledger and the Production SeriesThis lesson provides an overview of the different settings that can be used to determine how item costs are posted to the general ledger.Lessons
  • Production Life Cycle Review
  • Ledger Settings
  • Production Journals
  • Posting Profile in Production Groups
  • Production Cost Overview
  • End Production Orders
Lab : End a Production Order
  • Describe the steps of the production life cycle
  • Describe production order ledger setting options and define default ledger settings in production parameters
  • Use production journals to report consumption to the general ledger
  • Assign ledger settings for production groups
  • Analyze actual and estimated costs of production orders and current production activities
Module 7: Manufacturing StrategiesThis 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.Lessons
  • Configure to Order
  • Make to Order
  • Assemble to Order
  • Make to Stock
  • Repetitive Manufacturing
  • Job Shop
  • Make to Contract
  • Engineer to Order
After completing this module, students will be able to:
  • Describe the various manufacturing strategies including configure-to-order, make-to-order, assemble-to-order, make-to-stock, repetitive manufacturing, job shops, make-to-contract and engineer-to-order
  • Describe how Enterprise Portal and Production Builder can be used
Module 8: Implementing Production SeriesThis 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.Lessons
  • Setup and Interconnectivity
  • Implementing Production Checklist
  • Setting up Production Parameters
  • Modifying Data Types
  • Setting up Item and BOM Tables
  • Setting up Work Centers
  • Setting up Operations and Routes
  • Multisite
  • Describe the interconnectivity of the production module with other modules
  • Describe the main elements of the production implementation checklist
  • Set up production parameters
  • Modify data types used by the production series
  • Set up item groups, items and BOMs
  • Create working time templates, calendars, work center groups and work centers
  • Set up operations and routes
  • Describe the process of activating multisite functionality

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