Course 80023A:

Production Series II in Microsoft Dynamics AX 2009

Length:	2 Days
Published:	January 28, 2009
Language(s):	English, Chinese (Simplified), French, German, Japanese, Spanish
Audience(s):	Information Workers
Level:	200
Technology:	Microsoft Dynamics AX 2009
Type:	Course
Delivery Method:	Instructor-led (classroom)

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Overview

About this Course

This course covers the more advanced functionality in the Production module in Microsoft Dynamics AX 2009. It provides more detail and builds upon the material presented in the Production Series I in Microsoft Dynamics AX 2009 course. To establish a common context, the course starts with a high level review of the key elements covered in Production I, such as core concepts used in production processes, scheduling, the general workflow in companies with one or more operational sites, and so on. From here, the course presents a more detailed view of certain key functionality, such as the use of inventory and storage dimensions, how subcontractors are used to outsource purchasing, production or operations, information on advanced production scheduling functionalities, the management and control of scrap and waste in the manufacturing process, an overview of manufacturing strategies, (including the use of the Enterprise Portal and Product Builder tools that allow customers to select and configure their own products), and finally, a synopsis of the way in which the Production module is implemented in Microsoft Dynamics AX 2009.

Audience Profile

This course is intended 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. The audience typically includes application consultants, responsible for assessing customers' business needs and advising them on the use, configuration, and customization of the application. Participants of the course are often 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 understand:

The use of inventory and in particular storage dimensions in the production environment, including the dimensions that support multisite functionality.
How to work with subcontractors, including how to set up BOM lines, purchase orders, production orders, and operations to apply to vendors.
Some of the advanced scheduling features that can be used to help the shop floor become more efficient in the production process.
The interaction between production processes and posting production amounts to the general ledger.
Various types of manufacturing environments and some of the tools that can be used to support them.
An overview of strategies for implementing Microsoft Dynamics AX 2009.

Course Details

Course OutlineModule 1: Production Series I ReviewThis lesson reviews the main concepts of the Production Series I course, including BOM, routes, operations, life cycle and multisite functionality.Lessons

Multisite Review
Core Concepts in Production
Bill of Materials (BOM)
Calendars and Work Centers
Operations and Routes
Life Cycle, Parameters, and Production Orders
Scheduling
Master Planning and Planned Production Orders

Describe how multisite functionality interacts with the Production module
Explain the definition and set up of core conceptual elements in production, including BOMs, calendars, work centers, operations and routes
Provide an overview of the production life cycle, parameters and production orders
Define and describe the use of operation and job scheduling
Explain how master planning and the Production module interact

Module 2: Inventory Dimensions in ProductionsThis lesson describes the general setup and use of inventory dimensions in production. In particular it covers the storage dimensions used in production to define warehouses, pallets, batches, serial numbers and site.Lessons

Item Dimensions
Storage Dimensions
Dimension Groups and Dimensions
Allocating Batch and Serial Numbers
Production Order Reservations
Marking
Trace Batch and Serial Number
Inventory Dimensions and Multisite

Define item and storage inventory dimensions
Describe the use of serial or batch numbers to track and control manufactured items
Use inventory reservations in production
Understand inventory marking
Describe inventory trace functions
Use inventory dimensions when working with multiple operational sites

Module 3: Subcontractor WorkThis lesson describes how to set up and work with BOM lines, purchase orders, production orders, and operations when subcontractors are used in the production process.Lessons

BOM Line Types
Purchase Orders
Production Orders
Operations

Lab : Create Work Center Group with Work Center of Type VendorLab : Purchase Items for BOM from SubcontractorLab : Use a Subcontractor to Produce an Item in the BOM

Describe working with BOM line type vendor when using subcontractors
Generate purchase orders to a supplier when on-hand inventory is insufficient
Create a vendor production order
Set up work centers and groups for the vendor

Module 4: Advanced Production SchedulingThis lesson provides more detail about the advanced optional production scheduling settings, including properties, efficiencies, task groups and route groups.Lessons

Production Groups
Production Pools
Properties
Task Groups
Route Groups
Priority Scheduling
Splitting a Production Order

Lab : Set Properties on Items and Work CentersLab : Create Task GroupsLab : Configure a Production Pool and Assign a Production Order

After completing this module, students will be able to:

Configure production groups to establish relationships between production orders and ledger accounts
Describe how to use production pools to monitor production orders in specific categories
Set up properties to guide production orders to run under special times and conditions on the working time template
Attach properties to work centers
Set up task groups to schedule production on alternative work centers
Create route groups and attach them to operations on the route
Use the various scheduling methods and distinguish between operations and job scheduling
Split a production order

Module 5: Scrap and WasteThis lesson describes the management of constant and variable scrap settings that can be placed on the BOM, work centers and routes.Lessons

BOM Scrap
Work Center Scrap
Route Scrap
Costing of Scrap/Waste

Lab : Add BOM Scrap and Run CalculationsLab : Set Scrap Percentages on a Route

After completing this module, students will be able to:

Set up BOM scrap percentages
Set up scrap percentages on work centers
Set up scrap percentages for each operation in the production routes
Describe the costing of scrap

Module 6: General Ledger and the Production SeriesThis lesson provides an overview of the different settings that can be used to determine how item costs are posted to the general ledger.Lessons

Production Life Cycle Review
Ledger Settings
Production Journals
Posting Profile in Production Groups
Production Cost Overview
End Production Orders

Lab : End a Production Order

Describe the steps of the production life cycle
Describe production order ledger setting options and define default ledger settings in production parameters
Use production journals to report consumption to the general ledger
Assign ledger settings for production groups
Analyze actual and estimated costs of production orders and current production activities

Module 7: Manufacturing StrategiesThis lesson provides a high level conceptual overview of a number of manufacturing strategies, including a brief description of how Enterprise Portal and Product Builder can be employed.Lessons

Configure to Order
Make to Order
Assemble to Order
Make to Stock
Repetitive Manufacturing
Job Shop
Make to Contract
Engineer to Order

After completing this module, students will be able to:

Describe the various manufacturing strategies including configure-to-order, make-to-order, assemble-to-order, make-to-stock, repetitive manufacturing, job shops, make-to-contract and engineer-to-order
Describe how Enterprise Portal and Production Builder can be used

Module 8: Implementing Production SeriesThis lesson is an overview of how the Production module is implemented. It places the implementation in context and among other things reviews the sequential setup of BOMs, work centers, routes, operations and multisite.Lessons

Setup and Interconnectivity
Implementing Production Checklist
Setting up Production Parameters
Modifying Data Types
Setting up Item and BOM Tables
Setting up Work Centers
Setting up Operations and Routes
Multisite

Describe the interconnectivity of the production module with other modules
Describe the main elements of the production implementation checklist
Set up production parameters
Modify data types used by the production series
Set up item groups, items and BOMs
Create working time templates, calendars, work center groups and work centers
Set up operations and routes
Describe the process of activating multisite functionality

Prerequisites

Before attending this course, students must have:

Completed the basic Microsoft Dynamics AX 2009 courses
Know how to navigate through the system
Experience working with BOMs, or attended a course covering basic BOM concepts
Completed the Production Series I ILT course.

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

Taken the Production I and II series, Master Planning and Bill of Materials eCourses
A fair understanding of the Trade and Logistics functionality in Microsoft Dynamics AX 2009
A basic knowledge of scheduling production, planned production orders and master planning concepts

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