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Course Syllabus

Course, Microsoft Dynamics AX 2009 Production Series I

Key Data

Elements of this syllabus are subject to change. Course Number: Number of Days: Available: Languages: U.S. English Format: Instructor-LedTraining (lecture and labs) Certification Exams: None Certification Track: None This course syllabus should be used to determine whether the course is appropriate for the students, based on their current skills and technical training needs. Course content, prices, and availability are subject to change without notice. The course does not cover more advanced Production functionality. Instead, it should be seen as preparation for attending the Production Series II course, or, if relevant the course on Bill of Materials and Intercompany. 80022 2

Introduction

This two-day instructor led course explains the basic concepts and functionality in the Microsoft Dynamics AX 2009® Production planning module from the consultant's perspective. It covers the most important functionality in the module, including its setup and processes. All material used in this course is based on Microsoft Dynamics AX Version 2009.

November 2008

Audience

This course is designed for employees of Microsoft Dynamics AX 2009 Partners who work with and set up the Production module, or anyone who wants to pursue certification in Production. This audience typically includes application consultants who are responsible for assessing a customers' business needs and advising them on the use, configuration, and customization of the application. Participants are usually individuals that work with the purchasing, production, and material management parts of the software. This course can also be useful for key users of Microsoft Dynamics AX 2009 who want to gain a deeper knowledge of this part of the software. At Course Completion After completing this course, students will be able to: · · · · · · · · How to work with Bill of materials (BOM) in the Production module. How to set up work centers and routes and operations. The production order concept, life cycle and stages. How to perform scheduling of production orders. How to end production orders. Which options you have for changing your setup using the different parameters. Which reporting and inquiries options you have. Understand how production can be conducted across multiple sites within one Microsoft Dynamics AX 2009 company.

Prerequisites

Before attending this course, students must have: · · · Completed the basic Microsoft Dynamics AX 2009 courses Know how to navigate through the system Have some experience working with BOMs, or attended a course covering basic BOM concepts

In addition, it is recommended, but not required, that students have: · · · Taken the Production I series eCourse Have a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX 2009 Have a basic knowledge of planned production orders and Master planning processes

For a referral to a Microsoft Certified Partner of Learning Solutions in your area, see the Microsoft Training and Certification Web site at http://www.microsoft.com/traincert. Call your local Microsoft CPLS for more information and to register for classes.

Course Outline · Microsoft Dynamics AX 2009 Production Series I Student Materials The student kit includes a comprehensive workbook and other necessary materials for this class. The course in built up in chapters that roughly follow the way in which the Production module is setup and used. Production is highly dependent on a step by step work flow. Many of the components are set up in a specific sequence. To help you gain insight into this process and prepare you for this class, review the following course synopsis:

Chapter 1: Introduction to Production Series I

This lesson provides a high level summary of the main elements in production that will be found in the course. It contains basic conceptual information and a broad overview of some of the main core concepts such as:

·

· · ·

A description of the interactivity of the Production module with other modules and an example of a hypothetical in-house production work flow in a single company that illustrates this interaction. (An understanding of this interactivity is essential to understanding how to use the Production module.) A definition of core concepts in production such as BOMs, work centers, work center groups, operations and routes. An overview of the production life cycle and how the status of production orders reflects this cycle. An overview of Multisite functionality as it pertains to production.

This lesson also summarizes the major new features implemented in the production area for Microsoft Dynamics AX 2009. A significant number of these changes are as a result of the new multisite functionality, however additional changes include Gantt Chart improvements, Master planning capability across sites as it relates to production, Available to promise (ATP), and the ability to filter information in key forms. Sessions · · · · · · · · · · · · Core concepts in production Setup and interconnectivity Overview of production process Production at multiple sites Example production scenarios Overview of additional production enhancements Name and define what has to be set up in the production module before it can be used. List the core concepts in the production module. Define the production unit and state where it is set up in Microsoft Dynamics AX 2009 Describe the definition and results of the financial dimension link. List the general improvements to the production module in Microsoft Dynamics AX 2009. List the changes that have been made that support Master planning across multiple production sites.

Test Your Knowledge

After completing this module, students should be able to: · · · Describe the main conceptual building blocks of the Production module. Understand the fundamental interconnectivity between the Production module and other modules in Microsoft Dynamics AX 2009. Define production orders and name the status changes as it passes through the production life cycle.

Course Outline · Microsoft Dynamics AX 2009 Production Series I · · · Define the main elements that are setup and used when a company works with a variety of production sites distributed over different geographic locations. Describe three companies in which production sites, conditions, and processes vary that are supported by multisite functionality. Provide a brief description of general improvements to the production module, including filtering and the Gantt Chart.

Chapter 2: Bill of Materials (in Production)

This lessons contains a comprehensive overview of the role of the BOM as one of the Production module's core building blocks, including, screen shots, procedures and labs to illustrate the process. Since BOMs are used in production to specify ingredients or subordinate components that are required physically to make each assembled part number or item in production, they are essential to the functioning of the production life cycle and processes. Much of the setup and use of BOMs occur in the Inventory management module in Microsoft Dynamics AX 2009. The lesson includes an overview of the main elements of single level and indented BOMs with explanations on how to set up BOMs from different forms in Microsoft Dynamics AX 2009. It also provides a detailed look at BOM and item configurations, BOM calculation, BOM scrap and measurement configurations. The lesson concludes with an overview of the standard BOM reports and how they are used. Sections · · · · · · · · · · · · · · · · · · · · · · · · Understanding BOMS BOM versions Overview of creating BOMS Creating BOMs in the BOM form Creating BOMs in the Item details form BOM and item configurations BOM calculation BOM scrap BOM measurements BOM reports Create BOM in BOM form Create a BOM in Item details form Create configuration groups Assign items and configuration groups Create a configuration route Create a configuration rule Enable cost breakdowns Set up and calculate BOM measurements Calculate consumption Generate a lines report Generate where-used inquiry Generate a BOM calculation report Create a BOM without a version Change a BOM

Demonstrations and Labs

After completing this module, students should be able to: · · · Describe the main types of BOMs and define BOM levels Define the creation of BOM versions and describe BOM version control methods Define the overall process of creating BOMs from different forms in Microsoft Dynamics AX 2009

Course Outline · Microsoft Dynamics AX 2009 Production Series I · · · · · Explain how to work with configurable BOMs, including the setup of configuration routes and rules Provide an overall explanation of the BOM calculation process Describe how to create and use BOM scrap types and how a scrap calculation for a BOM is run Describe the use of BOM measurements that relate to BOM items List and explain the uses of the standard BOM reports

Chapter 3: Calendars and Work Centers

This lesson provides an overview of another main building block of the Production module, the calendar and work center setup. Calendars and work centers are set up in the Basics module prior to using the Production module. They are set up in a specific sequence: 1. 2. 3. 4. Create Create Create Create working time templates. working times calendars. work center groups. work centers.

It includes a review of the forms used to create each step, as well as a brief review of how operations scheduling percentages, efficiencies, exclusivity and finite capacity planning (if used) pertain to work centers and work center groups. Sections · · · · · · · · · · · · · · Working time templates Calendars Work center groups Work centers Operation scheduling percentage, efficiency and exclusivity Capacity planning and finite capacity Create working time templates Create working time calendars Create a work center group and set up general information Set up general information for an existing work center Set up scheduling and capacity parameters on a work center Set up ledger information on a work center Set up times information for an exisiting work center Set up update and dimension information for existing work center

Demonstrations and Labs

After completing this module, students should be able to: · · · · · · · Define working time templates and describe how they are set up. Create working time calendars. Set up work center groups and distinguish between work center types. Determine when to set work centers as exclusive. Create work centers and attach them to work center groups. Define operations scheduling, efficiency and exclusivity settings on work centers and work center groups. Describe finite capacity and capacity planning for work center groups.

Course Outline · Microsoft Dynamics AX 2009 Production Series I

Chapter 4: Operations and Routes

This lesson provides a step by step overview of the process of setting up operations, and routes in the Production module, (if these are relevant to your business). This includes a description of operation setup that establishes an appropriate order and context for the total production process of an item. The lesson also describes the use and set up of cost categories, an overview of the creation of route group parameters that pertain to all routes in that group, and a description of how to create routes which contain the sequence of events (or operations) that are used to produce an item. Finally, the lesson contains a brief discussion of the way scrap is calculated in the production environment, based on a set scrap percentage.

Sections · · · · · · · · · · · · Operations Cost categories Cost groups Route groups Routes Scrap Route networks Define general operations relations and setup Create route groups Create or update operations on the route Create an operation Create a simple route

Labs and Examples

After completing this module, students should be able to: · · · · · · Describe how to set up and configure operations and relations. Describe the use and setup of cost categories and cost groups in production routes. Describe how to create route groups and attach them to the route. Describe how to create and maintain routes and operations in the routes. Describe how scrap is managed in production routes. Configure the route network parameter and identify route networks in complex routing.

Chapter 5: Parameters, Production Orders and Life Cycle

The Parameters, Production Orders, and Life Cycle lesson provides you with an overview of how to set up the prequisite production parameters and journal names that guide how production orders are created, estimated, scheduled and consummed by the application. It also reviews how feedback and cost accounting is handled in your production and reviews the stages the production order moves through as it follows the production life cycle. Finally, the lesson covers advanced settings that you can use to control how production orders are posted and handled, in particular situations.

Course Outline · Microsoft Dynamics AX 2009 Production Series I

Sections · · · · · · · · · · · Production parameters Production orders Production process overview Production status Estimation Optional advanced settings Set up general parameters Set up journal parameters Set up standard update parameters Create production orders manually Configure a production pool and assign a production order

Demonstrations and Labs

After completing this module, students should be able to: · · · · · · Discuss the impact production parameters have at the company and the site level. Describe the different ways production orders can be created. Explain the main activities that occur in the life cycle of a production order. Explain how the production order status is used in working with production orders. Describe the estimation process. Configure advanced settings such as production groups and production pools.

Chapter 6: Production Scheduling and Subcontracting

This chapter provides:

· · ·

A detailed view of the scheduling step in the production life that includes both operations and job scheduling options. A brief overview of planned production orders and the role of the Master planning module in the scheduling function in production. Introductory information about subcontracting.

Sections · · · · · · · · · Scheduling options Operation scheduling Job scheduling and using the Gantt chart Master planning and planned production orders Locking production orders Dispatching Subcontracting Run an operations schedule Run a job schedule

Test Your Knowledge and Example

After completing this module, students should be able to: · · · · · Distinguish between various scheduling options. Explain the main characteristics of operations scheduling. Explain the main characteristics of job scheduling and describe the use of the Gantt chart. Describe how master planning interacts with the Production module. Describe how to lock production orders.

Course Outline · Microsoft Dynamics AX 2009 Production Series I · · · · Describe how to dispatch scheduled jobs to a specific work center. Review how subcontracting is used for outsourcing. Adjust BOMs in connection with subcontractor work. Set up operations and routes to be performed by a vendor.

Chapter 7: Production Control and End

This course reviews the Release, Start, Report as finished and End stages in the production life cycle, in the order in which they are conducted. The forms used in each stage and a brief description of production consumption using production journals were reviewed in some detail. The Release, Start, Report as finished stages are considered part of production control. The End stage is conducted after the order is reported as finished. Before closing the order, a final price calculation is conducted which covers the consumption of items, services, item gains, and operations. Sections · · · · · · · · · · · Estimation and scheduling run first Release production orders Start production orders Recording production consumption in journals Report production orders as finished End production orders Release production orders Start production order Describe what occurs when you report an order as finished Describe what happens when end-marking is selected in the Start or Report as finished parameter selection process Describe how to end the production order

Test Your Knowledge and Example

After completing this module, students should be able to: · · · · · · Describe how to set up automatic updates. Describe the settings you must define to release a production order to the shop floor. Explain the main considerations and the settings used to start production orders. Explain the use of production journals in recording consumption. Describe the report as finished stage of the production life cycle. Describe the main elements of the end production stage in the production.

Chapter 8: Inquiries and Reports

The Inquiries and Reports lesson provides you with an overview of the different kinds of reports and inquiries available in the Production module in Microsoft Dynamics AX 2009. You can use inquiries to check for possible material stockouts, review the state of current production jobs, obtain an overview of all production and postings, and to analyze and view all route transactions. You can also view or print production reports that, among other things, include the usage of base data, a snapshot of current jobs in process, and the costs and production variances that impact your productions. In addition, you can produce reports on routes, work centers, and production papers such as the picking list, route card, job card, and route jobs. Finally, you can use update log reports to monitor information on all the orders in each of the selected production stages.

Course Outline · Microsoft Dynamics AX 2009 Production Series I

Sections · · · · · · · · · · · · · · Production inquiries Standard reports Base data reports Transactions reports Journal and costing reports Balance reports Analysis reports Route reports Work center reports Production papers reports Update log reports Name three kinds of transactions reports available in the Production module Provide a bried explanation of the use of the Material stockout inquiry Name the two kinds of Production inquiries available in the Production module

Test Your Knowledge and Example

After completing this module, students should be able to: · · · · · · · · · · · Name the types of standard inquiries that can be conducted. Describe the process of working with standard reports. Describe how base data reports can be used to analyze productions. List the three kinds of transaction reports and describe how they are used. Describe how journal and costing reports are used to view information on productions. Name the types of balance reports and briefly describe how they can be used in deciphering production conditions. Describe how to use the analysis reports to view or print information on production. Describe how route reports can be used to analyze the routes and operations in different productions. Name the kinds of reports that can be generated on the work centers in production and define how each is used. Describe how production papers are used. Explain how the update log reports can be used to identigy informaton on the orders in each stage of the production process.

Appendix: Solutions

This Appendix A contains all the answers to the Test Your Knowledge and Appendix B solutions to Labs not specified in the content.

© 2008 Microsoft Corporation. All rights reserved.

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