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Microsoft Dynamics AX 4.0 Bill of Materials
Course 8635: Two days; Instructor-led

Introduction

This two-day instructor-led course provides students with the knowledge and skills to work with Bills of Material in a non-production environment.

Audience

This course is intended for Partners, customers, and Microsoft team members with moderate to extensive knowledge of Bill of Material functionality in a Trade & Logistics environment.

At Course Completion

After completing this course, students will be able to:
• Describe Microsoft Dynamics AX 4.0 Bill of Materials concepts, forms, and functionality
• Outline the standard BOM creation processes
• Create and edit simple BOMs
• Explain the concepts, purposes, and processes of BOM versions
• Describe and create quantity-dependent BOMs
• Explain the purpose and use of BOM and Item configurations
• Outline the BOM calculation structure, including its set up and processing
• Create sales orders from configurable BOMs
• Set up and describe constant and variable scrap on the BOM
• Explain and set up measurement configuration on the BOM
• Outline the purpose and process of reporting a BOM as finished
• Describe standard Microsoft Dynamics AX 4.0 BOM reports
• Change and check BOMs
• Sort BOM lines

Prerequisites

Before attending this course, students must have:
• Introduction to Microsoft Dynamics AX 4.0.
• Microsoft Dynamics AX 4.0 Trade & Logistics Series I & II

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Chapter 1: Bill of Materials Overview

This chapter provides an overview of the Microsoft Dynamics AX 4.0 Bill of Materials functionality. This will cover concepts, different forms used, and the standard BOM process.

Lessons
• General Overview
• BOM Relationships
• Bill of Material Concepts
• Features of BOMs in Microsoft Dynamics AX 4.0
• BOM Levels
• BOM Lines
• Bill of Material Form Overview
• Item Form
• BOM Form
• BOM Line Form
• BOM Designer Form
• Bill of Material Creation Process

Test Your Knowledge
• Bill of Materials Overview

After completing this module, students will be able to:
• Describe the Microsoft Dynamics AX 4.0 Bill of Material
• Explain the concepts of BOMs in Microsoft Dynamics AX 4.0
• Describe the different BOM forms
• Describe the standard BOM creation process

Chapter 2: Create Simple BOMs

This chapter explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM Designer.

Lessons
• Create BOMs in the BOM form
• Create and Edit BOMs in the BOM Designer
• Using the BOM Designer from the BOM Form
• Editing BOMs using the BOM Designer
• Deleting BOM Component Lines in the BOM Designer

Procedures
• Create BOMs in the BOM Form
• Create a BOM using the BOM Designer from the BOM Form

Labs
• Create a BOM without a Version
• Create a BOM using the BOM Designer

After completing this module, students will be able to:
• Create simple BOMs using the BOM form
• Create and edit BOMs using the BOM Designer

Chapter 3: BOM 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 using other version-related functionality.

Lessons
• BOM Versions Overview
• Version Control Methods
• Active and Inactive Version Control
• Date and Quantity Version Control
• Create BOMs from the Item Form
• Activate BOM Versions
• Copy BOM Versions
• Copying BOM Versions
• Change a BOM Version
• BOM Versions and the BOM Form
• Create and Edit BOMs using the BOM Designer
• Using the BOM Designer from the Item Form
• Quantity Dependent BOMs
• Version-related Functionality
• Validity Dates of BOM Lines
• Sub-BOMs

Procedures
• Create BOMs from the Item Form
• Copy BOMs for a New BOM Item
• Copy BOMs for an Existing BOM Item
• Change a BOM Version
• Create a BOM using the BOM Form
• Link Versions to a BOM
• Create a BOM using the BOM Designer from the Item Form
• Specify Validity Dates
• Specify Sub-BOMs

Demonstrations
• Create and Verify a Quantity Dependent BOM

Test Your Knowledge
• BOM Versions

Labs
• Create a BOM with a Version
• Create a BOM using the BOM Form
• Create a BOM using the BOM Designer

After completing this module, students will be able to:
• Describe the concept and purpose of BOM versions
• Create BOMs from the Item form
• Activate BOM versions
• Copy BOM versions
• Change BOM versions
• Use the BOM form to assign and create BOM versions
• Create and edit BOMs using the BOM Designer
• Describe and create a quantity dependent BOM
• Define other version-related functionality:
• Validity dates of BOM lines
• Sub-BOMs

Chapter 4: BOM Configurations

This chapter explains the purpose, use, and set up of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Lessons
• BOM Configurations
• Configuration Groups
• Creating Configuration Groups
• Multiple Configuration Groups
• Configuration Route
• Configuration Rules
• BOM Configuration Summary
• Item Configuration
• Item Configuration Setup Prerequisites

Procedures
• Create a Configuration Group
• Using the Create Configuration Group Function
• Create a Configuration Route
• Create a Configuration Rule

Demonstrations
• Assigning Items and Configuration Groups
• Set up a BOM Item with Configurations

Test Your Knowledge
• BOM Configurations

Labs
• Create and Use Configuration Groups
• Create Configuration Routes
• Create Configuration Rules
• Add Item Configurations

After completing this module, students will be able to:
• Describe the purpose, use, and set up of the following BOM configurations:
• Configuration groups
• Configuration routes
• Configuration rules
• Describe, set up, and use Item configurations

Chapter 5: BOM Calculations

This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 4.0, in addition to the use and set up of Cost groups, Profit settings, and Calculation groups. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Lessons
• BOM Calculation Structure
• Cost Groups, Profit Settings, and Calculation Groups
• Cost Groups
• Profit Settings
• Using the Cost Group Wizard
• Calculation Groups
• BOM Calculation Form
• Functional Differences
• BOM Calculation Form Buttons
• View BOM Calculations
• Summary Function
• Complete Function
• Cost and Sales Price Calculations
• Set up Cost and Sales Price Calculations
• Functional Differences
• Exclude BOMs and BOM Lines from Calculation
• Exclude BOMs from Calculation
• Exclude BOM Lines from Calculation

Procedures
• Create a Cost Group
• Create a Profit Setting
• Create Cost Groups and Profit Settings with the Cost Group Wizard
• Set up Calculation Groups
• Assign a Default Calculation Group
• Assign Calculation Groups to Items
• Exclude BOMs from Calculation
• Exclude BOM Lines from Calculation

Demonstrations
• View BOM Calculations
• Run BOM Calculation from the Periodic Folder

Test Your Knowledge
• BOM Calculations

Labs
• Create a Cost Group with Profit Settings
• Create a Calculation Group
• Run BOM Calculations and Compare Results

After completing this module, students will be able to:
• Explain the BOM calculation structure
• Describe and set up Cost groups, Profit settings, and Calculation groups
• Explain the BOM calculation form
• View BOM calculations by using the Summary and Complete functions
• Run and review cost and sales price calculations
• Explain BOM calculation exclusions

Chapter 6: Sales Orders and BOMs

This chapter describes creating a sales order from a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.

Lessons
• Configurable BOMs and Sales Orders
• Viewing BOMs on a Sales Order
• View BOMs using the Composed of - Tree Form
• Designer Tab
• Setup Tab
• Changing BOM Components from the Sales Order
• Explode a BOM from a Sales Order
• Calculate BOMs from a Sales Order
• Transfer BOM Calculation Prices and Quantities
• Transfer Quantities

Procedures
• Exploding a BOM from a Sales Order

Demonstrations
• Using Configurable BOMs on Sales Orders
• Change the BOM Structure View
• BOM Calculation from a Sales Order

Test Your Knowledge
• Sales Orders and BOMs

Labs
• Use Configurable BOMs on a Sales Order
• BOM Calculation from a Sales Order

After completing this module, students will be able to:
• Create a sales order 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

Chapter 7: Scrap and Measurement

This chapter describes the use and set up of constant and variable scrap, and BOM calculations using scrap. The section also covers the use and set up of measurement configurations including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.

Lessons
• BOM Scrap
• Specifying Scrap
• Scrap Setting on the BOM
• Scrap and Calculation
• BOM Measurement
• Setting up Measurement Configuration
• Rounding-up
• Measurement Settings
• Measurement Conversion Factors

Procedures
• Set Scrap on the BOM
• Run a Calculation for Scrap
• Set the Consumption Calculation
• Set Rounding-up Options
• Set up Measurement
• Set up a Calculation Measurement on a BOM

Test Your Knowledge
• BOM Scrap and Measurement

Labs
• Add BOM Scrap and Run Calculations
• Set up and Calculate BOM Measurement

After completing this module, students will be able to:
• Describe and set up scrap parameters:
• Constant and variable scrap on the BOM
• BOM calculations using scrap
• Explain and set up measurement configurations:
• Consumption calculation
• Rounding-up
• Measurement dimensions
• Conversion factors
• BOM calculations using measurements

Chapter 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 4.0.

Lessons
• Report a BOM as Finished
• Maximum Reported as Finished
• Sub-BOMs
• Report as Finished Process
• From the Periodic Folder
• From the Item Form
• From the BOM Journal

Procedures
• Run the Report as Finished Periodic Activity
• Report a BOM Item as Finished from the Item Form
• Report a BOM Item as Finished from the BOM Journal
• Review and Post Reported as Finished BOM Items

Test Your Knowledge
• Reporting a BOM as Finished

Labs
• Report a BOM as Finished

After completing this module, students will be able to:
• 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
• Item form
• BOM journal

Chapter 9: Reports and Other BOM Functionality

This chapter describes the standard BOM reports in Microsoft Dynamics AX 4.0 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Lessons
• Standard BOM Reports
• Lines Report
• Where-used Report
• Where-used Inquiry from the Item Form
• Where-used on BOM Lines
• BOM Calculation Report
• Other BOM Functionality
• Changing BOMs
• Checking BOMs
• Sorting BOM Lines

Procedures
• Automatic Checking of BOMs
• Manual BOM Checks
• Sort BOM Lines using the Sorting Function
• Sort BOM Lines using the Standard Sorting Function

Demonstrations
• Generate the Lines Report
• Generate the Where-used Report
• Run the Where-used Inquiry from the item Form
• Generate the BOM Calculation Report
• Change a BOM using the Change BOM Item Batch Job

Test Your Knowledge
• Reports and Other BOM Functionality

Labs
• Change a BOM
• Run a Manual BOM Check
• Set up and Run an Automatic BOM Check

After completing this module, students will be able to:
• Describe standard Microsoft Dynamics AX 4.0 reports:
• Lines
• Where-used
• BOM calculations
• Describe other BOM functionality:
• Changing and Checking BOMs
• Sorting BOM lines