MICROSOFT DYNAMICS AX 2012 R2 POTENCY MANAGEMENT DEMO SCRIPT December 2012 Version 1.0.0
Contents Introduction... 3 Audience... Error! Marcador no definido. Scenario... 4 Problems this Demo Addresses... Error! Marcador no definido. Key Pains or business imperatives... Error! Marcador no definido. Purpose of Demo (Solutions to pains, benefits, value proposition)... Error! Marcador no definido. Key Benefits and solutions... Error! Marcador no definido. Before you begin... Error! Marcador no definido. Overview... Error! Marcador no definido. Demo: attribute-based pricing data 5 Demo: receipt entry for a potency item 6 The level of active ingredient in the received batches of potency items is measured by Ricardo. The value is either registered in the registration form opened from the purchase order line or on a quality order generated in relation to the purchase order. This is dependent on the setup of the product 6 Demo: batch balancing 7 Demo: Manufacturing execution 11 John, who is the warehouse worker, is now picking the ingredients to the production and when the production is finished he is also taking care of the production inbound operation 11 2
Demo: quality registration for finished item 11 Demo: customer batch attribute constraints 13 Susan, the order taker, is receiving an order for product P2000 for 300.000 lb. This specific customer only accepts to purchase batches of cleaners that has a Caustic percentage between 8.0000 and 9.3600. If Contoso however cannot fulfill this requirement the customer on occasions accept to receive batches that deviates from this interval 13 Conclusion... Error! Marcador no definido. [TEXT TO BE ADDED]... Error! Marcador no definido. Disclaimer 16 INTRODUCTION This demo script covers a scenario that showcases potency management for process industries. 3
SCENARIO Contoso is manufacturing Cleaner in one of its production sites. Inga is the purchasing manager in Contoso; she is responsible for creating and maintaining price agreements for the ingredients used for manufacturing Cleaner. The ingredients includes products where prices are determined by the amount of active ingredient (potency items). Ricardo is the quality controller; he measures the amount of active ingredient in potency items in received batches. Lars is the shop floor supervisor; he formulates batch orders where potency items are consumed. He balances the amount of ingredients, taking into account the measured values of active ingredient in the batches. When the batch orders for Cleaners are reported as finished, Ricardo takes samples of the level of caustic in each of the produced batches. Susan is the order taker; she sells batches of Cleaner to the customers. Some customers have special requirements regarding the level of caustic in the batches they want to purchase. Susan makes sure that she only sell batches that fulfill the customers requirements regarding the level of caustic. Eduardo is the production planner of the Contoso Manufacturing; he is in charge of creating the sales forecast for the audio products at the company makes. Based on the forecasted sales and the current inventory on hand, he runs master planning for materials and capacity requirements for the coming six months. He firms the planned purchase and production orders created. After raw materials are purchased and arrived to the warehouse, the production orders are released so the machine operator on the shop floor starts performing the operations. When all operations are finished, the audio products are transported and stocked in pallets in the warehouse. Susan, the sales clerk, is responsible for keying in orders. A customer calls to order a midrange loud speaker; therefore, Susan creates a sales order with the required quantity. Finally, the sales order is invoiced and paid. April is the account payable coordinator; she processes the vendor invoices. For those invoices containing potency items, she checks how the prices are adjusted according to the amount of active ingredients measured. DEMO PRESET CONFIGURATION This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM VM, released in December 2012. Make sure that the virtual machine (VM) is up and running and that you have logged on. The script addresses key pain points and challenges that different roles might face. However, the demo can be completed as the system administrator. Domain: CONTOSO User: Administrator Password: pass@word1 4
DEMO: ATTRIBUTE-BASED PRICING DATA Scenario and background Inga is the purchasing manager in Contoso manufacturing. She is responsible for creating and maintaining purchase agreements made with vendors in Microsoft Dynamics AX 2012. She has made for products where the price is agreed to vary by the amount of active ingredients. This is defined in the attribute-based pricing data. 1. Log on as Inga. 2. Be sure to log on to the USPI company. Note: You can change company on the upper Navigation Pane. 3. Open Procurement and sourcing > Setup > Price/Discount > Attribute-based pricing data. Note: In this form, you set up formulas that will adjust the purchase unit price during invoicing based on the registered potency value of the received batches that is part of the invoice. 5
4. Open Product information management > Released products. 5. Go to product M2002. 6. Open the Released products detail page: Tab: Product Group: Maintain Menu item: Edit 7. Open the Manage inventory FastTab. Note: In the Base attribute field, the PctCaustic batch attribute is selected. This indicates that product M2002 is a potency item, and the potency value is measured by its percentage content of caustic. Note: In the Record the attribute value field, the Receipt entry value is selected. This implies that the potency value for received batches must be entered by purchase registration. 8. Select menu item View trade agreements: Tab: Purchase Group: Trade agreements In the Attribute-based pricing ID field, verify that Caustic is selected. DEMO: RECEIPT ENTRY FOR A POTENCY ITEM The level of active ingredient in the received batches of potency items is measured by Ricardo. The value is either registered in the registration form opened from the purchase order line or on a quality order generated in relation to the purchase order. This is dependent on the setup of the product. 1. Open Procurement and sourcing > Common > All purchase orders. 2. Find Purchase order 000005. 3. Go to line item for item number M2002. 4. Open the registration form: Menu button: Update line Menu item: Registration 5. Select the Auto-create field. 6. In the Actual value field, enter 7.2. 7. Click Post all. 6
8. Select menu item Product receipt: Tab: Receive Group: Generate 9. In the Quantity field, select Ordered quantity. 10. In the Product receipt field, add PR-001. 11. Click OK. Note: An Infolog appears, informing you that a quality order has been generated. 12. Open Inventory and warehouse management > Periodic > Quality management > Quality orders. 13. Find quality order generated by the purchase product receipt. 14. Open the Quality order line results form by selecting the menu item Results in the lower section of the form. 15. Insert the quantity found on the quality order header in the field Result quantity (548.00). 16. In the Test result field, insert 14.20. 17. Click Validate. 18. On the Action Pane of the quality order, click Validate. At the prompt, select an employee. Note: An Infolog appears, informing you that the batch attribute on a specific batch number has been updated. DEMO: BATCH BALANCING Lars, who is the shop supervisor, is balancing the amount of ingredients to consume for the batch orders consuming ingredients with active ingredients. 7
1. Log on as Lars, the shop floor supervisor. 2. Open Production control > Common > Production orders > All production orders. 3. Create a new batch order: Tab: Production order Group: New 4. In the Item number field, select P2000. 5. Click OK. 6. Select the menu item Estimate: Tab: Production order Group: Process 7. Select the menu item Start: Tab: Production order Group: Process 8
8. Select the menu item Batch balancing: Tab: Production order Group: Process 9. Place the cursor on product M2002 in the upper grid in the form. 10. In the lower section of the form, for batch number 00001, select the field Marking. 11. In the upper grid in the form, place the cursor on product M2005. 12. In the lower section of the form, for batch number 000019, select the field Marking. 9
13. On the Action Pane, select the menu item Balance batch ingredients. Note: All the quantities for the remaining ingredient types (None, Compensating, and Filler) are now calculated by the system. 14. On the Action Pane, select the menu item Confirm the formula. Note: You will now be prompted to generate the picking list based on the quantities calculated in the batch balancing form. The user can select to post the form or leave it open. The user can also select to print the picking list. 10
DEMO: MANUFACTURING EXECUTION John, who is the warehouse worker, is now picking the ingredients to the production and when the production is finished he is also taking care of the production inbound operation 1. Open the batch order picking list: Tab: View Group: Journals Menu item: Picking list 2. Make sure all the picking list line items are reserving against batches that are physically on hand. 3. On the Action Pane, select the Post menu item. Note: You can check the physical reservations from the reservation form opened from the Reservation menu item under the Inventory menu for the picking list line. 4. Select the menu item Report as finished: Tab: Production order Group: Process Menu item: Report as finished Note: Notice that a quality order is generated. DEMO: QUALITY REGISTRATION FOR FINISHED ITEM Ricardo is testing the produced batch of Cleaner for its percentage of caustic. 11
1. Open Inventory and warehouse management > Periodic > Quality management > Quality orders. 2. Find quality order generated by the batch order receipt. 3. In the lower section of the form, open the form Quality order line results by selecting the menu item Results. 4. Insert the quantity found on the quality order header in the field Result quantity (100.00). 5. In the Test result field, insert 7.90. 6. Click Validate. 7. On the Action Pane of the quality order, click Validate. Note: An Infolog appears, informing you that the batch attribute on a specific batch number has been updated. 12
DEMO: CUSTOMER BATCH ATTRIBUTE CONSTRAINTS Susan, the order taker, is receiving an order for product P2000 for 300.000 pounds. This specific customer only accepts to purchase batches of cleaners that has a caustic percentage between 8.0000 and 9.3600. However, if Contoso cannot fulfill this requirement, the customer on occasions accepts batches that deviate from this percentage. 1. Open Sales and marketing > Common > Sales orders > All sales orders. 2. Create a new sales order by selecting menu item: Sales order: Tab: Sales order Group: New Menu item: Sales order 3. Select customer account US-026. 4. Click OK. 5. Create a new sales order line for product P2000: Button: Add line 6. Set quantity = 8000.00. 7. Open the Batch reservation form: Menu button: Inventory Menu item: Batch reservation Note: The reservation form shows that there are no batches on hand that fulfill the customers batch attribute requirements. 8. Open the Batch attribute search form by clicking the Batch attribute search button. 9. In the Minimum field, change the value from 8.000 to 7.5000. 10. Click OK. 13
11. Click the Reserve line button. 12. Click Close to close the batch reservation form. 13. Select Sales order confirmation: Tab: Sell Group: Generate Menu item: Sales order confirmation 14. Click OK. 15. Select Packing slip: Tab: Pick and pack Group: Generate Menu item: Packing slip 16. Click OK. 14
DEMO: VENDOR INVOICE April is processing the vendor invoices. For those invoices containing line items with potency items, she validates that the line amounts are adjusted according to the level of active ingredients measured in the received batches. 1. Open Account payable > Common > Purchase orders > All purchase orders. 2. Find purchase order 00005. 3. Select Invoice: Tab: Invoice Group: Generate Menu item: Invoice Note: Verify the adjusted unit prices and line net amounts for the line items for item numbers M2002 and M2005. 15
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