Production I in Microsoft Dynamics AX 2009

Transcription

1 Tel: Fax: BDO Canada LLP - Solutions 1 City Centre Drive Suite 1700 Mississauga, ON L5B 1M2 Canada Course 80022A: Production I in Microsoft Dynamics AX 2009 Length: 2 Days Date: Oct 2 3 Time: 8:30AM 5:00PM Technology: Microsoft Dynamics AX 2009 Fee: Hardware: CA$ per day per person Attendees are required to provide their own PC-based laptop for the purpose of completing in-class labs. Delivery Method: Instructor-led (classroom) Multi-enrolment discounts are available for multiple registrations from the same company. About this Course This course provides an overview of the basic elements and functionality necessary for understanding the Production module in Microsoft Dynamics AX Key elements include: the highly interactive nature of the module which draws upon information from other modules, an overview of the way in which Bills of materials are used in production, work centers and work center groups used to track equipment and resources for the production process, routes and operations, and the production order life cycle along with the scheduling functions, used to schedule the production of finished goods. In addition, the course is set up to reflect the general workflow and use of the module in the order that it would typically take place. Finally, the course summarizes some of the major new features implemented in the production area for Microsoft Dynamics AX A significant number of these are as a result of the new multisite functionality, however additional changes are covered, such as Gantt Chart improvements, master planning capability across sites, ATP and filter functions on certain forms. BDO Canada LLP, a Canadian limited liability partnership, is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms.

2 Course Outline 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. Core Concepts in Production Setup and Interconnectivity Overview of Production Process Example Multisite Production Scenarios Overview of Additional Production Enhancements 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. Understanding BOMs BOM Versions Overview of Creating BOMs Creating BOMs in the BOM Form Creating BOMs in the Item Details Form BOM and Item Configurations BOM Calculation BOM Scrap 80022A: Production I in Microsoft Dynamics AX 2009 Page 2

3 BOM Measurements BOM Reports 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. Working Time Template Calendars Work Center Groups Work Centers Operation Scheduling Percentage, Efficiency and Exclusivity Capacity Planning and Finite Capacity 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. Operations Cost Categories Cost Groups Route Groups Routes Scrap 80022A: Production I in Microsoft Dynamics AX 2009 Page 3

4 Route Networks 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. Production Parameters and Journal Names Production Orders Production Process Overview Production Status Estimation Optional Advanced Settings 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. Scheduling Options Operations Scheduling Job Scheduling Master Planning and Planned Production Orders Locking Production Orders Dispatching Subcontracting 80022A: Production I in Microsoft Dynamics AX 2009 Page 4

5 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. Estimation and Scheduling Run First Release Production Orders Start Production Orders Production Consumption Report Production Orders as Finished End Production Orders 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. Production Inquiries Standard Reports Base Data Reports Transaction Reports Journal and Costing Reports Balance Reports Analysis Reports Route Reports Work Center Reports Production Papers Reports Update Log Reports 80022A: Production I in Microsoft Dynamics AX 2009 Page 5