Microsoft Solomon Bill of Material
Course 8385: One day; Instructor-led
Introduction
You will learn how to define, analyze, and manage your company's
products with Microsoft Business Solutions–Solomon Bill of Material.
The Microsoft Solomon Bill of Material class explores all aspects of the Bill of Material module from initial setup of the Bill of Material and components, through the end point of production completion which updates the Inventory quantities. You learn about the comprehensive features included in three important manufacturing categories–Bill of Material, Production Routings, and Product Costing. You also learn how the Bill of Material module provides support for costing and production of manufactured and assembled goods.
You learn how to manage and view product structures using a familiar "explorer" type tool, navigating up and down the tree that represents the parent/child relationships between parts. We show you how to identify items to be used in the manufacturing process and what quantities are required, and how these quantities can be adjusted by designated scrap factors.
We show you how, for each Bill of Material, to define and document a corresponding routing, from simple - using minimal labor information - to complex, focusing on move and queue time.
You learn how to use the robust update and rollup standard cost tools included in Bill of Material to make your job easier. We show you how you can monitor inventory quantities and costs more closely. By backflushing inventory deductions, production entry can explode sub-assemblies into component requirements, helping ensure you keep accurate inventory levels for component, sub-assembly, and finished goods items.
Audience
Bill of Material training is recommended for anyone who plans to implement,
use, maintain, consult, or support Microsoft Solomon. The class is targeted
toward administrators, office managers, CEO's, and consultants who need
to understand the technical aspects of Bill of Material and gain foundational
knowledge of the application functionality.
At Course
Completion
After completing this course, students are able to:
• Understand
how Bill of Material module transactions integrate with other Microsoft
Solomon modules and improve your business bottom line.
• Use the Bill of Material module to setup and assemble Bill of
Material and components.
• Understand how various setup options in the Inventory module affect
Bill of Material processing.
• Use Bill of Material inquiry windows and reports to extract and
analyze appropriate information to maintain and improve business processes.
• Understand how Bill of Material maintenance window options affect
transactions originating in the Bill of Material module.
• Manage component availability through Stock Usage options.
• Define routings to establish how the Bill of Material are manufactured.
• Define and setup the basic production resources the routings need
for production of Bill of Material.
• Understand the concept of standard costing and the various cost
elements used by Microsoft Solomon to calculate total product cost.
• Understand how to update the standard and pending costs of a Bill
of Material or its components, and how to compute a cost rollup from a
component to a Bill of Material.
• Gain a comprehensive understanding of Microsoft Solomon Production
Planning and Control features to plan production of finished goods and
create production plans.
Prerequisites
Before attending this course, students must have:
• General knowledge
of Microsoft Windows.
• Knowledge of basic navigation functions in Microsoft Solomon.
• Completion of General Ledger.
• Inventory training course required.
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Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course
currently.
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Course Materials
The student kit includes a comprehensive workbook and other necessary
materials for this class.
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Course Outline
Chapter 1: Bill of Material Setup
We provide you with an overview of the Bill of Material module and the four major areas of functionality. We cover the basic concept of what a Bill of Material is and how they are used. You learn how to setup Bill of Material and gain an understanding of how to setup site-specific bills. We review the basics of the Bill of Material accounting flow, including the affect on General Ledger variance accounts, and other setup options which affect the processing of a Bill of Material.
Main Topics
• Overview
• What is a Bill of Material?
• Bill of Material Setup
• Accounting Flow and Setup
• General Ledger Variance Accounts (setup)
• Other Setup Options
Lab: Using Multiple Sites
• Define the
options to use Multiple Sites in Bill of Material Setup.
Lab: Accounting Flow and Setup
• Define General
Ledger Variance and Offset Accounts.
After completing this chapter, students are able to:
• Understand
the windows that should be completed to set up the Bill of Material module.
• Understand the differences and ramifications of a standard costing
system over an actual costing system.
Chapter 2: Active Overview
This chapter summarizes the main processing steps for completing a Bill of Material.
Main Topics
• Overview
• Procedures for Processing Bills of Material
After completing this chapter, students are able to:
• Understand
the basic flow of data through the Bill of Material module.
• Understand how setup options in other Microsoft Solomon modules
affect processing in the Bill of Material module.
Chapter 3: Bill of Material Maintenance
This chapter discusses the process for creating and assembling a Bill of Material and the setup options within the Inventory module which must be determined before using Bill of Material Maintenance. We discuss the differences between creating and accessing a Bill of Material in Bill of Material Maintenance versus the Inventory Kits Maintenance window. You learn how to manage component availability by utilizing the Stock Usage feature. We show you how to document engineering changes to a Bill of Material component, thus providing an audit trail.
You also learn how to view product structures using a familiar "explorer" type tool, navigating up and down the tree that represents the parent/child relationships between parts. You learn how to identify items to be used in the manufacturing process and what quantities are required, adjusted by designated scrap factors.
Main Topics
• Bill of Material
Maintenance
• Managing Component Availability
• Bill of Material Inquiry
• Change Control
Lab: Creating a Bill of Material
• Create a new
bill of material.
Lab: Managing Component Availability
• Edit bill
of material and set stock usage policy.
Lab: Change Control
• Create a revision
to the bill of material.
• Use Apply Date-Effective Revisions process.
After completing this chapter, students are able to:
• Setup a Bill
of Material.
• Manage component availability in a Bill of Material.
• Use Engineering Change Order functionality and document changes
to a Bill of Material start and stop date.
Chapter 4: Production Resources
In this chapter, you learn the process setting up and using Routing Inputs. You gain an understanding of the various resources which need to be setup and how Microsoft Solomon uses each of these resources to help define how manufacturing occurs on a Bill of Material.
Main Topics
• Routing Inputs
• Machines and Tools
• Labor Classes
• Operations
• Work Centers
Lab: Set Up Production Resources
• Create a machine
resource in Machine Maintenance.
• Create a tool resource in Tool Maintenance.
• Create a labor class resource in Labor Class Maintenance.
• Create an operation resource in Operation Maintenance.
• Create work center resources in Work Center Maintenance.
After completing this chapter, students are able to:
• Understand
the various Production Resources needed to define routings and how routings
use these resources.
• Create Production Resources.
Chapter 5: Routings
This lesson introduces you to the concept of Routings (also called process sheets, runsheets, or bills of operations). We show you how to define and document how the parts to be used in the manufacturing process are to be assembled and processed. You learn how, for each Bill of Material, you may define a corresponding routing–from simple, using minimal labor information, to complex, focusing on move and queue time. You gain an understanding of the benefits of using routings, and which information must be entered prior to using Routings
Main Topics
• Routing Header
Information
• Routing Detail Information
• Changing Routings
Lab: Creating a Production Routing
• Enter a routing.
After completing this chapter, students are able to:
• Understand
purpose and use of Routings.
• Understand the information which needs to be setup prior to using
Routings.
• Enter a Production Routing.
Chapter 6: Costing
In this chapter you gain an understanding of how to build on product structures and routings to help you roll up standard costs, whether you are valuing your inventory at standard cost, or using one of the actual costing methods supported by Microsoft Solomon Inventory. We show you how the robust update and rollup cost tools will make your job easier. You also gain an understanding of the advantages and disadvantages of average actual costing versus using standard costing.
Main Topics
• Overview of
Costing
• Updating Standard Costs
• Overhead Standard Costs
• Updating Pending Costs
• Compute Cost Rollup
• Reports
Lab: Product Costing
• Update the
labor and material overhead rates involved in completing a Bill of Material
After completing this chapter, students are able to:
• Understand
the concept of costing in Bill of Material module, and the impact on both
the Bill of Material and components.
• Update pending costs for a Bill of Material and components.
• Update standard costs for a Bill of Material.
• Determine appropriate overhead application methods and apply overhead
costs to a Bill of Material.
• Compute pending standard cost rollups for a Bill of Material.
• Execute comprehensive reports and use inquiry windows to obtain
information which you can use to analyze and improve business processes.
Chapter 7: Production Planning and Control
We show you how to use the flexibility built in to the Bill of Material module to build materials as planned or change the plan on-the-fly at a site level. We show you how to harness the flexibility of Bill of Materials to allow you to adapt business plans to meet your changing production, material, and labor requirements. You learn how to utilize Assembly Plans to communicate to your production department what to build and when. We show you how you can utilize the Shortage Check functionality to help determine the answer to "what-if" customer demand scenarios and accurately plan availability to create a forecasted manufacturing plan. We also show you how to complete the cycle of Production Entry and receive the completed items into Inventory.
Main Topics
• Production
Planning
• Production Availability: Can We Build It?
• Communicating Planned Production to Manufacturing
• Using Order Point to Plan Production
• Production Entry
• Entering Production Quantities
• Adjusting Component Quantities
• Adjusting Labor Hours on the Routing
• Lot Traceability
• Comparing Planned and Actual Production
Lab: Production Planning
• Use the Shortage
Check to check whether an order can be shipped.
• Create an Assembly Plan.
• Print the Assembly Plan report.
Lab: Inventory Receipt Entry
• Receive items
into inventory that are needed to assemble the Bill of Material.
Lab: Entering Production
• Create a Production
Entry to receipt quantity on a Bill of Material.
• Add additional component quantity to the Production Entry to account
for scrap.
• Add additional assembly hours in Routings.
• Release the Production Entry batch.
After completing this chapter, students are able to:
• Understand
the Production Planning and Control processes in Bill of Material.
• Create a Production Entry batch.
• Edit component quantities and routing details.
• Release a Production Entry batch.
For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100
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