Production Series II in Microsoft Dynamics AX 4.0

Course 8644 : 2 day; Instructor-Led

• Completed the Production Series I ILT course.

In addition, it is recommended, but not required, that students have completed:

• Production Series I and II eCourses

• As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX.

Course Outline
Chapter 1: Production Series I Review

This chapter reviews the concepts introduced in the Production Series I course. The review will quickly cover Bill of Material, Work Centers, Routes and Operations, and Production Orders.

Lessons

• Bill of Material

• Work Centers

• Routes and Operations

• Production Orders

• Job and Operation Scheduling

After completing this chapter, students should know the basic functionality and use of:

• Bill of Material

• Work Centers and Work Center Groups

• Routes, Route Networks, and Operations

• Production Orders and Scheduling

Chapter 2: Inventory Dimensions

In this chapter, review with students the use of inventory dimensions in the production module of Microsoft Dynamics AX. Also look at how to set up dimension groups, batch and serial numbers, reservations, marking, and tracing.

Lessons

• Inventory Dimensions

• Allocating Batch and Serial Numbers

• Reservation

• Marking

• Tracing

After completing this module, students will be able to:

• Use inventory dimensions.

• Explain the importance of inventory control in relation to production.

• Understand how to mark an inventory dimension and specify inventory locations, batch, and serial numbers in production orders.

• Understand how to use the tracing feature.

• Explain how to assign serial and/or batch numbers automatically and manually.

• Explain how to set up and configure production reservation.

• Explain how to create and use marking in a production order.

• Explain how to use the Inventory trace function.

Chapter 3: Subcontractor Work

In Microsoft Dynamics AX there are three types of subcontractor work: Purchase, Operations, and Production. This chapter centers on subcontractor work within Microsoft Dynamics AX and how it relates to BOM lines, Purchase orders, Productions, and Operations.

Lessons

• BOM Line Types

• Purchase Orders

• Productions

• Operations

After completing this module, students should be able to:

• Understand the workflow for setting up Calendars and Work centers.

• Create Working Time Templates and Calendars.

• Set up and define Work center groups and Work centers.

• Use Operation Scheduling Percentage and Efficiency Percentage for Work Center Groups and Work Centers.

• Know when and how to use Exclusivity.

• Set up Costing for Work Center Groups and Work Centers.

• Configure Work Center Groups and Work Centers for Finite Capacity and set Capacity Planning options.

• Access the Work Center Inquiries, Reports, and Gantt Charts.

Chapter 4: Advanced Production Scheduling

In Advanced Production Scheduling, the topics of property and task group setup, routing groups, and split production orders are reviewed and discussed.

Lessons

• Property Planning and Setup

• Task Groups Planning and Setup

• Routing Groups

• Priority Scheduling and Split Production

After completing this module, students will be able to:

• Set up a property and attach to a work center.

• Understand the benefits of properties, the various scheduling methods, and the difference between operations and job scheduling.

• Set up Task Groups, create routing groups, and attach routing groups to the operations in a route.

• Assign priorities to Production Orders in order to control scheduling.

• Split a Production Order.

Chapter 5: Scrap and Waste

Scrap is one of a company’s expenses that can be managed and calculated by using Microsoft Dynamics AX. This chapter reviews the steps to set up the scrap percentage for processes, operations, and work.

Lessons

• BOM and Work Center Scrap

• Route Scrap

• Costing of Scrap and Waste

After completing this module, students will be able to:

• Set the BOM scrap percentages.

• Set the work center scrap percentages.

• Set the scrap percentage per operation in production routes.

• Accumulate scrap percentages in a production route.

Chapter 6: General Ledger in the Production Series

This chapter focuses on the interaction between the production module and the general ledger in Microsoft Dynamics AX. Subjects to review with students include ledger settings and the accounts that are used for transactions posing, how costing is calculated for consumption, and the journals involved in the production module of Microsoft Dynamics AX.

Lessons

• Ledger Settings

• Ledger Accounts

• Costing

• Journals

After completing this module, students will be able to:

• Configure production order ledger settings and available options.

• Discuss how the ledger setting is assigned to a production order.

• Set up posting profiles in production.

• Explain how production transactions are reflected in the ledger accounts.

• Explain the inventory and financial transactions in the production Ledger posting.

• Explain how costs are calculated.

• View the changes to the ledger and be able to distinguish between consumption of items and the consumption of operations.

• Use the production journals and create new Journals.

Chapter 7: Manufacturing Strategies

This chapter reviews different manufacturing strategies and discusses how these strategies are performed and supported within Microsoft Dynamics AX.

Lessons

• Configure to Order

• Production to Order

• Assemble to Order

• Make to Stock

After completing this module, students should be able to:

• Understand and explain the manufacturing strategies supported by Microsoft Dynamics AX. These include the Configure-to-order, Production-to-order, Assemble-to-order, and Make-to-stock approaches.

Chapter 8: Implementing the Production Series

This final chapter covers at a high level some of the tasks to consider when implementing the production series at a customer site.

Lessons

• Adjust Global Types

• Item and BOM table

• Work Center

• Routes and Operations

• Implementing the Production Checklist

After completing this module, students will be able to:

• Configure Global types used by the productions series.

• Explain the details to consider in setting up item groups and items.

• Discuss the details to consider in setting up BOMs.

• Demonstrate an understanding of the options to consider when setting up work centers, routes, and operations.

• Identify the sequence numbers used by production – how and where they are set up, and which ones to use.

• Identify different production parameters, and create a checklist for implementation.

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