Work Order in Microsoft Dynamics SL 6.5

Course 8553: Two days; Instructor-Led

Introduction

The Microsoft DynamicsT SL Work Order class explores all aspects of the Work Order module from the initial setup of Work Orders, to tracking inventory quantities needed to build finished goods and the tight integration to other Microsoft Dynamics SL modules, such as Inventory, Bill of Material, Project and Order Management.

The student learns how to track and monitor their on-hand and available inventory levels on a specific date so you can view the Work Order plans and actions that are responsible for those levels. They are shown how to gain accurate, timely access to work-in-process while production is under way and how to take corrective action on a work order with impending cost overruns. They also show you how to access production cost information which is fully integrated with Microsoft Dynamics SL General Ledger for an accurate accounting of Work Order costs.

The student learns how to view details of your inventory quantities and costs with a single click, accessing all plan and action details for work orders, sales orders, and purchase orders - including inventory position by site, cost layers, and transaction detail.

They are also shown how to collect production costs for all levels on a single work order, or create a work order to build each subassembly, and then roll up the costs to the next level. The student learns about processing where economies of scale dictate that a work order produce more than a parent assembly requires, the excess of which may be placed into stock, or on another work order.

Audience
Work Order training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Dynamics SL. The class is targeted toward administrators, office managers, CEO's, production, inventory, and purchasing personnel, and consultants who need to understand the technical aspects of Work Order production and gain foundational knowledge of the application functionality.

At Course Completion
After completing this course, students should be able to:

• Understand how Work Order module transactions integrate with other Microsoft Dynamics SL modules and improve your business bottom line.

• Use the Work Order module to create work orders and produce finished goods which can be directly linked to demand in the Order Management module.

• Monitor the status of work orders using inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes.

• Initiate any required Transfers and Returns to Stock of components issued to work orders.

• Charge and cost resources used for work orders and track work in process.

• Report completion of work order production and initiate processes to place items into stock, onto another work order, sales order, project or project work order.

• Analyze the cost and/or profitability on a work order.

• Define setup options for the Work Order module that allow you to customize your system to better fit your organization's unique needs.

Prerequisites
Before attending this course, students must have:

• General knowledge of Microsoft® Windows®.

• Knowledge of basic navigation functions in Microsoft Dynamics SL.

• Completion of the following courses: General Ledger, Inventory, Bill of Material, Purchasing, or Order Management training course required.

• Completion of Inventory training course.

• At a minimum, basic knowledge of the Project Controller module.

Top of page
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.

Course Materials
The student kit includes a comprehensive workbook.

Course Outline
Chapter 1: Work Order Overview

This chapter introduces you to the Work Order module of the Microsoft Dynamics SL product and training course.

Strengths and main features of the Work Order module are discussed, as well as the points of integration between the Work Order module and the other related Microsoft Dynamics SL modules.

Main Topics

• Course Introduction

• Marketplace Overview

• Module Integration Overview

• Process Flow

• Module Strengths

After completing this chapter, students should be able to:

• Understand the goals of this course.

• Understand the Work Order target marketplace.

• Understand how the Work Order module fits into the suite of available modules for the Microsoft Dynamics SL system.

• Follow the flow of transactions through Work Order.

Chapter 2: Active Overview

This chapter summarizes the main processing steps for completing a work order.

Main Topics

• Work Order Processing Steps

After completing this chapter, students should be able to:

• Understand the basic flow of data through the Work Order module.

• Understand how setup options in other Microsoft Dynamics SL modules affect processing.

Chapter 3: Work Order Setup

This chapter examines the core processes that are used in the Work Order module. Each step in the accounting cycle is mentioned, its purpose and primary features, and its function in the accounting cycle. Please note that this chapter is not intended to provide you with a detailed primer on each of these topics. You learn about the prerequisites for using the Work Order module, as well as screens which should be completed when setting up the module.

Main Topics

• Work Order Setup Prerequisites

Lab: Close Modules

• Close appropriate modules so amounts are posted to same period

Lab: Project Controller Settings

• Establish settings in the Project Controller module for the processing of work orders

Lab: Order Management Settings

• Establish settings in the Order Management module for the processing of work orders

Lab: Create Beginning Inventory Balances

• Receive inventory quantities for items that are going to be used in the remaining exercises

After completing this chapter, students should be able to:

• Understand prerequisites for using the Work Order module.

• Understand how setup options in other Microsoft Dynamics SL modules affect processing in the Work Order module.

• Understand which screens should be completed when setting up the Work Order module.

Chapter 4: Work Order Processing

Students learn how to enter work orders, establish the routing steps for work orders, enter material requirements for work orders, and issue the material to work orders. You will also learn how to close work orders.

Main Topics

• Work Order Entry

• Material Requirements/Issues

• Routing/Operations

• Material Issue

• Production Completion

• Work Order Closing

Lab: Single Level Make-to-Stock Work Order

• Enter a work order to build items to place into stock

Lab: Define Material Requirements for the Work Order

• Define the items that must be used to build the items on the work order

Lab: Add Routing Requirements to the Work Order

• Define the routing steps that must be completed for the work order

Lab: Update the Processing Stage for the Work Order

• Release the work order

Lab: Prepare the Picking Paperwork

• Print the picking report for the work order

Lab: Issue Material to Fulfill the Work Order's Requirements

• Issue the material to the work order

Lab: Record Labor for the Work Order

• Enter the labor in the Payroll module spent on the work order

Lab: Record Completion for the Work Order

• Record production completion for the work order

Lab: Close the Work Order

• Update the work order to Fin-Closed status

After completing this chapter, students should be able to:

• Enter, process, and complete work orders.

Chapter 5: Work Order Inquiries

Students learn how to use detailed Work Order inquiry screens to quickly drill down to account category, transaction detail, and originating data entry screens on Work Order or Project Controller projects.

Main Topics

• Work Order/Project Inquiry

• Work Order Transaction Inquiry

• Inventory Status Inquiry

• Work Order Detail Inquiry

• Event History Inquiry

Lab: Review and Analyze Work Order Information

• Locate supply and demand information for an item built on a work order

After completing this chapter, students should be able to:

• Understand and access the screens that can be used to obtain detailed information on Work Orders or Project Controller projects.

Chapter 6: Advanced Features

You learn how to transfer components from a Work Order. You learn how to return material or borrow from one order to satisfy another. you are shown how Work Order allows you to transfer material from one work order to another, back to stock (any location), to a project/task, or to scrap. You learn how to use Allocator with a Work Order. You also learn how to change intended production targets at the time the completed production is reported ( even if a work order was initiated with a different intended production target.

Main Topics

• Material Transfers/Returns

• Allocator

• Redirection of Finished Goods

• Tracking Material Movements

Lab: Process a Work Order to Assemble Rear Wheels

• Enter a work order to build rear wheels for a bicycle

Lab: Return Material to Stock

• Return spokes for the rear wheels to stock since they are not needed for the assembly

After completing this chapter, students should be able to:

• Transfer components from a work order.

• Use Project Controller's Allocator with Work Order

• Redirect finished goods

Appendix A: Applying Costs to Work Orders

This chapter introduces you to the concept of how costs are applied both from outside the Work Order module, and from within the Work Order module. This chapter explains the process and different methods that may be used to apply costs.

Main Topics

• Overview

• Account Categories are the Key

• Collecting Costs from Other Modules

• Applying Overhead

• Material Issues

• General Setup

• Alternative for Applying Costs - Special Inventory Items

• Setup

After completing this chapter, students should be able to:

• Understand the setup options, processes and screens which affect how costs are applied to a Work Order.

Appendix B: Work Order Case Study

In this chapter you look at different scenarios and exercises to help you understand Multi-Level Make to Stock Work Orders, and Make to Order Work Orders

Main Topics

• Hands-on Exercises

After completing this chapter, students should be able to:

• Understand and create Multi-Level Make to Stock Work Orders, and Make to Order Work Orders

Appendix C: Test Your Skill Solutions

In this chapter solutions to Test Your Skills for the whole module is provided.

Main Topics

• Answers to Test Your Skills

After completing this chapter, students should be able to:

• Understand the solutions to the exercises provided throughout the module.

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