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1 Manufacturing II in Microsoft Dynamics NAV 2009 Course 80261A: 3 Days; Instructor-Led About this Course This three-day course explores the advanced manufacturing functionality of Microsoft Dynamics NAV 2009 from a user s perspective. This course includes information about the manufacturing module not covered in Manufacturing I Microsoft Dynamics NAV It also provides a conceptual and operational description of the standard functionality in Manufacturing II Microsoft Dynamics NAV A thorough understanding of these topics allows you to help companies meet their daily challenges in setting up and using the advanced manufacturing functionalities in Microsoft Dynamics NAV. Audience Profile This course is intended for partners who want to understand the detailed features and develop a working knowledge of the functionality of manufacturing. 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, participants that will use Microsoft Dynamics NAV manufacturing from a general user perspective will benefit from the course. At Course Completion After completing this course, students should be able to do the following: Set up the manufacturing module Use the Sales Order Planning Window Define netting actual demand and forecast Use planning Set up a subcontractor Use shop loading Set up work centers and machine center calendars Create and use task codes, stop codes and scrap codes Prerequisites Before attending this course, students must have: General knowledge of Windows Completed the Introduction in Microsoft Dynamics NAV 2009 training or on-line Tutorials Completed the Inventory Control in Microsoft Dynamics NAV 2009 training Completed the Manufacturing I in Microsoft Dynamics NAV 2009 training A strong understanding of manufacturing terminology and processes In addition, it is recommended, but not required, that students have: Completed the Finance in Microsoft Dynamics NAV 2009 training Course Outline Module 1: System Setup This module explains the manufacturing setup and production schedule. Manufacturing Inventory Set up the Manufacturing module in Microsoft Dynamics NAV Set up inventory in relation to Manufacturing. Understand the purpose of a Stockkeeping Unit Card.

2 Module 2: Sales Order Interface and Order Planning This module covers how to use the sales order planning functionality. It also explains how to make changes to sales orders and how the order planning process works from start to finish. Sales Order Planning Window Changes to Production and Sales Orders Order Planning Lab : Sales Order Interface and Order Planning Sales Order Interface Firm Planned Production Order to Sales Order Use the Sales Order Planning Window to View Updates Use Order Planning to Create Orders Use the Sales Order Planning Window. Make Changes to Production and Sales Orders. Define the Order Planning process. Module 3: Forecast and MPS This module goes into detail about production forecasting and explains how to net actual demand to forecasts. Additionally, the Planning Approach is explained, and how to forecast for components and sales items. The module also describes how Master Production Scheduling (MPS) provides input to Multi-Resource Planning (MRP) in Microsoft Dynamics NAV Production Forecast Netting Actual Demand against the Forecast Planning Approach Forecasting Sales Items and Components MPS Output provides Input to MRP Lab : Forecast and MPS Explain what the Production Forecast involves. Define Netting Actual Demand and Forecast. Examine the Planning Approach. Explain forecasting sales items and components. Describe how MPS output provides input to MRP. Module 4: Planning This module provides an overview of Planning in Microsoft Dynamics NAV It explains regenerative planning and net change planning of Material Requirements Planning (MRP). The module also defines the Order tracking and action messaging functionality, which are important parts of MRP planning. Planning Overview Regenerative Planning Net Change Planning Order Tracking and Action Messaging

3 Lab : Planning Planning Another Regenerative Plan Obtain a general understanding of Planning. Use Regenerative Planning. Use Net Change Planning. Define Order Tracking and Action Messaging. Module 5: Additional Planning Topics This module examines the use of additional planning concepts such as item variants, inventory locations, and transfers between warehouses. It also shows how to use blanket sales orders in planning and how to use multilevel production orders. Finally, it provides an overview of additional planning tools and reports. Item Variants Locations Inventory Locations in Production Inventory Transfers in Planning Blanket Sales Orders Multi-level Production Orders Planning Tools Filtering in the Planning Worksheet Objective Refresh Planning Line Function Planning Reports Lab : Additional Planning Topics Discuss Item Variants Use Locations in Planning Conduct Transfers between Locations Use Blanket Sales Orders in Planning Use Multi-level Production Orders Provide an Overview of Planning Tools Filter the Planning Worksheet Refresh the planning line function Use Planning Reports Module 6: Subcontracting Subcontracting is a strategic decision in many manufacturing companies. Subcontracting is defined as a vendor performing one or more operational steps in the production process. Subcontracting can either be a rare occurrence or an integral part of all production activities, depending on the company. This module focuses on the different aspects of the subcontracting process from setting up the subcontractor and routing to the daily work routines in the system connected to using the subcontractor. Subcontracting

4 Lab : Subcontracting Subcontracting Add a Subcontractor to a Routing Start the Subcontractor Worksheet Create PO and Post Receipt for Subcontractor Set up a Subcontractor. Set up Subcontractor Cost by Subcontractor or by Process. Set up a Routing with a Subcontractor. Process a Production Order with a Subcontractor. Determine when a Purchase Order is related to a Production Order. Determine the status of Subcontractor Operations on Released Production Orders. Module 7: Advanced Capacity Advanced Capacity examines the capacity setup needed to run production planning with constrained resources. Planning with constrained resources is needed when bottlenecks appear in the production environment. First, the work center group, work center, and machine hierarchy are set up. Then the connected work calendars are defined. Finally, the use of the capacity journals for capacity planning is described in detail. The capacity planning can be seen as the possibility to make a "shop supervisor overview" for the manager responsible for the production. Capacity Resources Work Center and Machine Center Calendars Capacity Journals Lab : Advanced Capacity Capacity Add Machine Centers to a Routing Establish a Shop Calendar Calculate Calendar Register an Absence Define Capacity Resources Set up Work Centers and Machine Center Calendars Use Capacity Journals for Planning Module 8: Shop Loading Shop Loading refers to the daily shop floor operations. It is important when scheduling in a production environment with limited capacity and bottleneck resources. This chapter provides an overview of how shop loading is carried out in Microsoft Dynamics NAV. It shows how to perform loading of capacities using the traditional work center or machine center load windows, and how to execute finite loading for constrained resources. Additionally, the module examines other reports available for capacity scheduling. Shop Loading Overview Loading Capacities Finite Loading Reports

5 Lab : Shop Loading Shop Loading Use Move Function to Adjust Load Provide an Overview of Shop Loading Perform Loading of Capacities Execute Finite Loading Recognize the Reports Available Module 9: Additional Manufacturing Topics This module contains additional manufacturing topics that are only used in some companies. The first lesson contains a description of the standard task codes feature, which can be used to display additional information on the printed routings on the production floor. Some companies need to report scrap and define planned nonproductive operation time; other companies need to reduce lead time by scheduling parallel routings or operate in a multi-level production environment; others again, for example in the pharmaceutical business, need to set up serial and lot numbers to track goods from raw material to end customers. Standard Task Codes Stop Codes Scrap Codes BOM Scrap and Routing Scrap Non-Productive Time Methods to Reduce Lead-Time Multi-Level Manufacturing Business Notification Families Lab : Additional Manufacturing Topics Additional Manufacturing Topics: Create Standard Tasks Scrap Codes Scrap in Production Send Ahead Quantity Use Standard Task Codes Create Stop Codes Create and use Scrap Codes Define BOM Scrap and Routing Scrap Define Non-Productive Time Methods to reduce lead-time Use Multi-Level Manufacturing Use Business Notification List additional features