About this Course This two-day instructor-led course introduces the features of Bill of Materials functionality in Microsoft Dynamics AX 2012.

Transcription

1 Bill of Materials in Microsoft Dynamics AX 2012 Course 80339A: 2 Days; Instructor-Led About this Course This two-day instructor-led course introduces the features of Bill of Materials functionality in Microsoft Dynamics AX Audience Profile This course is intended for partners, customers, and Microsoft team members with moderate knowledge of Bill of Materials functionality in a Distribution and Trade environment. At Course Completion After completing this course, students will be able to: Understand the Bill of Material Creation Process. Explain the concepts of BOMs in Microsoft Dynamics AX Describe the different BOM forms. Describe the standard BOM creation process. Create simple BOMs by using the Bills of Materials form. Describe the concept and purpose of BOM versions. Create BOMs from the Released products list page. Describe how to activate BOM versions. Describe how to copy and change BOM versions. Describe how to use the Bills of Materials form to assign and create BOM versions. Describe and create a quantity dependent BOM. Explain validity dates and sub-boms on BOM component lines. Describe the purpose and advantages of BOM and Item configurations. Describe the purpose, use, and setup of configuration groups, routes, and rules. Describe, set up, and use Item configurations. Explain the BOM calculation structure. Describe and set up Cost groups, Profit settings, and Calculation groups. Set up and view costing versions - planned cost and BOM calculations with the Summary and Complete functions. Explain the Calculation for a costing version form. Run and review cost and sales price calculations. Explain BOM calculation Explosion mode and Stop Explosion. Create a sales order by using a configurable BOM. View the BOM structure from a sales order. Explode a BOM from a sales order. Calculate a BOM from a sales order. Describe and set up scrap parameters: Constant and variable scrap on the BOM BOM calculations by using scrap Explain and set up measurement configurations: Consumption calculation Rounding-up Measurement dimensions Conversion factors Perform BOM calculations by using measurements. Explain the purpose of reporting a BOM as finished by using the Max. report as finished form. Access the Report as Finished process, from the following areas: Periodic folder

2 Released products list page BOM journal Describe standard Microsoft Dynamics AX 2012 reports: Lines Where-used BOM calculations Describe other BOM functionality: Changing and Checking BOMs Sorting BOM lines Prerequisites Before attending this course, its recommended that students can have: to Microsoft Dynamics AX Supply Chain Foundation in Microsoft Dynamics AX 2012 Distribution and Trade in Microsoft Dynamics AX 2012 Course Outline Module 1: Bill of Materials Overview This chapter provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process. General Concepts Using BOMs and Routes in Multisite Production Environments BOM Features and Elements Bills of Materials Form Overview Bill of Material Creation Process Understand the BOM Creation Process Explain the concepts of BOMs in Microsoft Dynamics AX Describe the different BOM forms. Describe the standard BOM creation process. Module 2: Creating Simple BOMs This chapter explains how to create simple BOMs by using the Bills of materials form, and create and edit simple BOMs by using the BOM designer. Using the Bills of Materials Form to Create Simple BOMs Working with BOMs in the BOM Designer Lab : 2.1 Create a BOM without a Version Lab : 2.2 Create a BOM in the BOM Designer

3 Create simple BOMs by using the Bills of materials form. Module 3: Creating BOMs with Versions This chapter explains the concept of version control, and describes how to create BOMs with versions. In addition, this section covers activating, copying, and changing BOM versions, in addition to creating quantity-dependent BOMs and by using other version-related functionality. BOM Versions Overview Creating BOMs by Using the Released Products List Page Activate Multiple BOM Versions Copy BOM Versions Change BOM Versions Create BOMs with Versions in the Bills of Materials Form Create BOMs with Versions in the BOM Designer Form Quantity Dependent BOMs Working with Validity Dates and Sub-BOMs on Component Lines Lab : 3.1 Creating a BOM with a Version from the Released Products List Page Lab : 3.2 Creating a BOM with a Version in the BOM Designer Describe the concept and purpose of BOM versions. Create BOMs from the Released products list page. Describe how to activate BOM versions. Describe how to copy and change BOM versions. Describe how to use the Bills of materials form to assign and create BOM versions. Describe and create a quantity dependent BOM. Explain validity dates and sub-boms on BOM component lines. Module 4: Working with BOM and Item Configurations This chapter explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed. Purpose of BOM and Item Configurations BOM Configurations Item Configurations Lab : 4.1 Create and Use Configuration Groups Lab : 4.2 Create Configuration Routes

4 Lab : 4.3 Create Configuration Rules Lab : 4.4 Add Item Configurations Describe the purpose and advantages of BOM and Item configurations. Describe the purpose, use, and setup of configuration groups, routes, and rules. Describe, set up, and use Item configurations. Module 5: Working with BOM Calculations This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 2012, 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. BOM Calculation Cost Groups, Profit Settings, and Calculation Groups Cost and Sales Price Calculations Lab : 5.1 Create a Cost Group with Profit Settings Lab : 5.2 Create a Calculation Group Lab : 5.3 Running BOM Calculations and Comparing Results Explain the BOM calculation structure. Describe and set up Cost groups, Profit settings, and Calculation groups. Set up and view costing versions - planned cost and BOM calculations with the Summary and Complete functions. Explain the Calculation for a costing version form. Run and review cost and sales price calculations. Explain BOM calculation, Explosion mode, and stop BOM Explosion. Module 6: Sales Orders and BOMs This chapter 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. Configurable BOMs and Sales Orders View BOMs in a Sales Order Lab : 6.1 Use Configurable BOMs in a Sales Order

5 Lab : 6.2 BOM Calculations from a Sales Order Create a sales order by using a configurable BOM. View the BOM structure from a sales order. Explode a BOM from a sales order. Calculate a BOM from a sales order. Module 7: Scrap and Measurement This chapter describes the use and setup of constant and variable scrap and BOM calculations by using scrap. The section also covers the use and setup of measurements including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements. BOM Scrap BOM Measurement Lab : 7.1 Add BOM Scrap and Run Calculations Lab : 7.2 Set Up and Calculate BOM Measurement Describe and set up scrap parameters: Constant and variable scrap on the BOM BOM calculations by using scrap Explain and set up measurement configurations: Consumption calculation Rounding-up Measurement dimensions Conversion factors Perform BOM calculations by using measurements Module 8: Report a BOM as Finished This chapter describes the purpose of reporting a BOM as finished, and explores the methods of accessing the Report as Finished process within Microsoft Dynamics AX Reporting a BOM as Finished Lab : 8.1 Report a BOM as Finished Explain the purpose of reporting a BOM as finished by using the Max. report as finished form. Access the Report as finished process, from the following areas: Periodic folder Released products list page BOM journal

6 Module 9: Reports and Other BOM Functionality This chapter describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM functionality including changing and checking BOMs, and sorting BOM lines. Standard BOM Reports Other BOM Functionality Lab : 9.1 Change a BOM Lab : 9.2 Run a Manual BOM Check Lab : 9.3 Set Up and Run an Automatic BOM Check After completing this chapter, students will be able to: Describe standard Microsoft Dynamics AX 2012 reports: Lines Where-used BOM calculations Describe other BOM functionality: Changing and Checking BOMs Sorting BOM lines