Course 8641A: Two days; Instructor-Led
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Introduction
This 2-day course includes training on how the Microsoft Business Solutions - Axapta Production Series works for your business. This includes training on setting up of Work Centers, Operations, Routes, Scheduling, and Costing. Training is also offered on the different options Microsoft Business Solutions – Axapta offers for Reporting and Inquiries. All material and examples used in the Production Series I course is based on Microsoft Dynamics AX 3.0.
Audience
This course is intended for professionals involved with implementing Microsoft Dynamics AX in the Production area, or anyone who wants to pursue certification in Production. This audience typically includes application consultants who are tasked with assessing a customer’s business needs and advising them on the use, configuration, and customization of the application. Additionally, consultants who are responsible for training or supporting the customer benefit from the course.
At Course Completion
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After completing this course, students should understand: |
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How to set up Work Centers and Routes and Operations. |
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The Production Order concept and cycle and states. |
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How to perform scheduling of Production Orders. |
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How to End Production Orders. |
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Which options you have for changing your setup using the different parameters. |
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Which reporting and Inquiries options you have. |
Prerequisites
Before attending this course, students must have:
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Axapta Introduction and Working with BOM’s is recommended |
In addition, it is recommended, but not required, that students have completed:
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Production Series I eCourse |
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As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Dynamics AX |
Course Outline
Chapter 1: Introduction to Production
The first chapter is intended to be an overview and introduces some of the basic production concepts used in Microsoft Dynamics AX. Bill of Materials, Work Centers, Routes, and Production Orders are defined along with an overview of their use in the Microsoft Dynamics AX Production Series.
Lessons
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Understand the overall interconnectivity of the Production module with other modules in Microsoft Dynamics AX. |
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Describe the main building blocks of the Production module. |
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Gain an overview of the Production life cycle together with the changes in status to the production order as it passes through this cycle. |
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Be able to discuss Production as a part of a workflow in a hypothetical company. |
After completing this module, students will be able to:
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Overview of Production module setup and interconnectivity |
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Production core elements: BOM, Work centers, Routes and Operations |
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Production orders |
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Production workflow |
Chapter 2: Bill of Materials
In this chapter you learn the advanced features available in the Microsoft Dynamics AX Bill of Materials.
Lessons
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Create Bill of Materials (BOMs) |
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Perform production related setup of BOMs |
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Calculate BOMs |
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Work with configurable BOMs, including setup of configuration routes and configuration rules |
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Create and use BOM scrap types |
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Create and use measurements |
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Round up consumption in specific quantities |
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Work with standard production reports |
Exercises
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Create a BOM with a version |
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Create and use configuration groups |
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Create configuration routes |
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Create a calculation group |
After completing this module, students will be able to:
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Desribe the main elements in a BOM structure: Levels, Lines, Versions |
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Create a BOM and BOM Lines |
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Use the BOM Designer |
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Detailed look at creating BOMs, including setup of configuration groups, routes and rules |
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Set up and use BOM calculations |
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Create and use measurements |
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Understand BOM scrap |
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Locate and create desired reports |
Chapter 3: Calendars, Work Centers and Reports
In this chapter you learn how to set up and configure work centers as well as how subcontractor work is performed in the Microsoft Dynamics AX Production module.
Lessons
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Create relevant Working time templates and Calendars |
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Set up Work center groups and distinguish between Work center types |
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Attach Work centers to appropriate work center groups |
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Understand settings in Work centers having to do with Operation scheduling and Efficiency percentages |
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Determine when to set Work centers as exclusive |
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Determine the Costing set up in Work center groups and Work centers |
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Use the Inquiries and Reports available to show information about the Work centers or Work center groups |
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Use Gantt tables to display capacity or load information on Work centers |
Exercises
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Create a Working Time Template |
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Create a Calendar |
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Create Work Center Groups and Work Centers |
After completing this module, students will be able to:
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Understand the workflow for setting up Calendars and Work centers |
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Create Working Time Templates and Calendars |
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Set up and define Work center groups and Work centers |
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Operation Scheduling Percentage and Efficiency Percentage for Work Center Groups and Work Centers |
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Know when and how to use Exclusivity |
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Set up Costing for Work Center Groups and Work Centers |
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Configure Work Center Groups and Work Centers for Finite Capacity and set Capacity Planning options |
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Access the Work Center Inquiries, Reports, and Gantt Charts |
Chapter 4: Operations and Routes
In this chapter we learn how to set up and configure operations and routes as well as some advanced concepts such as Route Network, Scrap, and Costing.
Lessons
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Set up and configure production Operations |
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Define Operation Relations |
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Create and maintain routes |
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Create routing groups and attach routing groups to operations in the route |
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Manage scrap in production routes |
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Manage cost categories in production routes |
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Manage routes using route networks |
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Configure and use attachment types in routes |
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Configure the Route Network parameter and understand Route Networks in complex routing |
Exercises
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Create an Operation |
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Create a Simple Route |
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Setup a Network Route and Simultaneous Operations |
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Edit a Route |
After completing this module, students will be able to:
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Understand the workflow in setting up Operations and Routes |
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Define Cost categories |
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Create and Maintain Routing Groups |
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Create Operations |
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Create Routes |
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Manage scrap in production routes |
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Manage cost categories in production routes |
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Manage routes using route networks |
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Configure and use attachment types in routes |
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Configure the Route Network parameter |
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Configure the use of Route Networks for complex routing |
Chapter 5: Parameters, Production Orders and Life Cycle
In this chapter you about the Production Order Status, how to create, estimate, and schedule production orders using both Job scheduling and Operations Scheduling. You also learn about Capacity Planning and Gantt Charts.
Lessons
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Understand the impact of production parameters |
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Gain an understanding of the main activities that occur in the life cycle of a Production Order |
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Create a Production Order from the Production Order Form |
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Create a Production Order from a Sales Order Line |
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Check the status of a Production Order |
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Explain how the Production Order status is used in working with the production process. |
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Configure advanced settings including Production Groups and Production Pools |
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Work through the Estimation process |
Exercises
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Manually Create a Production Order |
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Sales Activity |
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Configure a production pool and |
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Production Scheduling |
After completing this module, students will be able to:
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Explain the Production Life Cycle and Order Status |
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Set Production Order Parameters |
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Create Production Orders |
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Understand how to use advanced settings on Production groups and pools |
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Estimate Production Orders |
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Use Explosion to show requirements for a Production Order |
Chapter 6: Production Scheduling and Subcontracting
This chapter explains how to group Production Orders by using Production Groups and Production Pools and covers the physical implementation of the production order cycle up through the financial costing.
Lessons
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Distinguish between the various scheduling methods |
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Explain the difference between operations and job scheduling |
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Work with Gantt charts in Job scheduling |
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Gain an overview of how subcontracting is used for outsourcing |
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Adjust BOMs in connection with subcontractor work |
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Set up operations and routes to be performed by a vendor |
Exercises
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Run an Operation schedule |
Run a Master schedule
After completing this module, students will be able to:
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Have an understanding of scheduling methods: backward, forward, finite, infinite |
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Explain additional scheduling concepts such as; Work Center efficiency, Finite Material, and schedule references |
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Explain the difference between Operations and Job scheduling |
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Understand using Gantt chart with Job scheduling |
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Understand the role of Master planning and planned orders in production |
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Explain locking of planned orders and dispatching |
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Understand basic subcontracting processes |
Chapter 7: Production Control and End
In this chapter you learn the advanced features available in the Microsoft Dynamics AX Bill of Materials. Release, Start and Report as finished, stages in the production life cycle are a part of production control. When the order is reported as finished, final incurred costs are posted and the production order is closed, or Ended. This chapter covers the main windows and the settings that are used in production control.
Lessons
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Release Production Orders |
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Start Production Orders |
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Explain the use of Production journals |
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Register consumption for work centers and materials |
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End a production order |
Exercises
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Start a production order |
End a production order
After completing this module, students will be able to:
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Run production estimation and scheduling |
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Release production orders |
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Start production orders |
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Understand consumption and journals |
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End a production order |
Chapter 8: Inquiries and Reports
In this chapter you get a first-hand look at the inquiries and reports that available in the Production series. You are shown how to locate and use these tools in addition to selection, sorting, querying, and printing techniques.
Lessons
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Generate inquiries to obtain various types of information |
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Generate different reports and statistics |
Exercises
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Production Inquiry (Operation List) |
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Production Reporting (Operation Use) |
After completing this module, students will be able to:
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Determine where to locate the specific inquiries |
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Use the inquiries to quickly examine production data |
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Provide answers to frequently requested production related questions |
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Find the location to create the desired Reports |
Chapter 9: Case Study
This Case Study is the final chapter in Production Series 1. The Case Study challenges the student to use the knowledge gained throughout this course to help Monster Bikes Inc., deliver their first new Road Racer. In performing this task, the student receives the opportunity to practice the skills they have acquired.
Lessons
Exercises
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Research and Development |
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Sales Activities |
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Production Planning |
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Purchasing Activities |
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Production Activity Control |
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Delivery and Invoicing |
After completing this module, students will be able to:
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Work through all phases of the Case Study |
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Complete the Research and Development phase |
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Complete the Sales Activities phase |
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Complete the Production Planning phase |
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Complete the Purchasing Activities phase |
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Complete the Production Activity Control phase |
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Complete the Delivery and Invoicing phase |
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