Table of Contents

Introduction

0-1

Welcome ............................................................................................................ 0-1

Microsoft Dynamics Courseware Contents ........................................................ 0-2
Documentation Conventions .............................................................................. 0-3
Student Objectives ............................................................................................. 0-4

Chapter 1: Introduction to Production Series I

1-1

Objectives ........................................................................................................... 1-1

Introduction ......................................................................................................... 1-1
Core Concepts in Production.............................................................................. 1-2
Setup and Interconnectivity ................................................................................ 1-7
Overview of Production Process ...................................................................... 1-10
Production at Multiple Sites .............................................................................. 1-13
Example Multisite Production Scenarios .......................................................... 1-28
Overview of Additional Production Enhancements........................................... 1-35
Summary .......................................................................................................... 1-39
Test Your Knowledge ....................................................................................... 1-40
Quick Interaction: Lessons Learned ................................................................. 1-42
Solutions ........................................................................................................... 1-43

Chapter 2: Bill of Materials

2-1

Objectives ........................................................................................................... 2-1

Introduction ......................................................................................................... 2-1
Understanding BOMs ......................................................................................... 2-2
BOM Versions .................................................................................................... 2-8
Overview of Creating BOMs ............................................................................. 2-17
Creating BOMs in the BOM Form..................................................................... 2-20
Creating BOMs in Item Details Form ................................................................ 2-23
BOM and Item Configurations .......................................................................... 2-24
BOM Calculation .............................................................................................. 2-31
BOM Scrap ....................................................................................................... 2-41
BOM Measurements ........................................................................................ 2-43
BOM Reports .................................................................................................... 2-50
Summary .......................................................................................................... 2-56
Lab 2.1 - Create a BOM without a Version ....................................................... 2-57
Lab 2.2 - Change a BOM ................................................................................. 2-59
Quick Interaction: Lessons Learned ................................................................. 2-60

Chapter 3: Calendars and Work Centers

3-1

Objectives ........................................................................................................... 3-1

Introduction ......................................................................................................... 3-1
Working Time Template ..................................................................................... 3-2
Calendars ........................................................................................................... 3-5
Work Center Groups .......................................................................................... 3-9
Work Centers ................................................................................................... 3-23
Operation Scheduling Percentage, Efficiency and Exclusivity ......................... 3-28
Capacity Planning and Finite Capacity ............................................................. 3-29
Lab 3.1 - Create Work Center Groups.............................................................. 3-33
Lab 3.2 - Create Work Centers ........................................................................ 3-34

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Production Series I in Microsoft Dynamics AX 2009

Summary .......................................................................................................... 3-35
Quick Interaction: Lessons Learned ................................................................. 3-36

Chapter 4: Operations and Routes

4-1

Objectives ........................................................................................................... 4-1

Introduction ......................................................................................................... 4-1
Operations .......................................................................................................... 4-4
Cost Categories ................................................................................................ 4-21
Cost Groups ..................................................................................................... 4-26
Route Groups ................................................................................................... 4-30
Routes .............................................................................................................. 4-38
Scrap ................................................................................................................ 4-46
Route Networks ................................................................................................ 4-48
Summary .......................................................................................................... 4-52
Test Your Knowledge ....................................................................................... 4-54
Quick Interaction: Lessons Learned ................................................................. 4-55
Solutions ........................................................................................................... 4-56

Chapter 5: Parameters, Production Orders, and Life Cycle

5-1

Objectives ........................................................................................................... 5-1

Introduction ......................................................................................................... 5-1
Production Parameters and Journal Names....................................................... 5-2
Production Orders ............................................................................................ 5-29
Production Process Overview .......................................................................... 5-45
Production Status ............................................................................................. 5-47
Estimation ......................................................................................................... 5-49
Optional Advanced Settings ............................................................................. 5-53
Lab 5.1 - Manually Create a Production Order ................................................. 5-57
Lab 5.2 - Configure a Production Pool and Assign a Production Order ........... 5-58
Summary .......................................................................................................... 5-59
Quick Interaction: Lessons Learned ................................................................. 5-60

Chapter 6: Production Scheduling and Subcontracting

6-1

Objectives ........................................................................................................... 6-1

Introduction ......................................................................................................... 6-1
Scheduling Options ............................................................................................ 6-2
Operations Scheduling ....................................................................................... 6-9
Job Scheduling ................................................................................................. 6-14
Master Planning and Planned Production Orders ............................................ 6-20
Locking Production Orders ............................................................................... 6-30
Dispatching ....................................................................................................... 6-31
Subcontracting ................................................................................................. 6-31
Lab 6.1 - Run an Operation Schedule .............................................................. 6-38
Summary .......................................................................................................... 6-40
Test your Knowledge ........................................................................................ 6-41
Quick Interaction: Lessons Learned ................................................................. 6-42
Solutions ........................................................................................................... 6-43

Chapter 7: Control and End Production

7-1

Objectives ........................................................................................................... 7-1

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Table of Contents
Introduction ......................................................................................................... 7-1
Estimation and Scheduling Run First ................................................................. 7-2
Release Production Orders ................................................................................ 7-3
Start Production Orders ...................................................................................... 7-6
Production Consumption .................................................................................. 7-14
Report Production Orders as Finished ............................................................. 7-24
End Production Orders ..................................................................................... 7-26
Lab 7.1 - Start Production Order ...................................................................... 7-30
Summary .......................................................................................................... 7-31
Test Your Knowledge ....................................................................................... 7-32
Quick Interaction: Lessons Learned ................................................................. 7-33
Solutions ........................................................................................................... 7-34

Chapter 8: Inquiries and Reports

8-1

Objectives ........................................................................................................... 8-1

Introduction ......................................................................................................... 8-1
Production Inquiries ............................................................................................ 8-2
Standard Reports ............................................................................................... 8-7
Base Data Reports ............................................................................................. 8-9
Transactions Reports ....................................................................................... 8-10
Journal and Costing Reports ............................................................................ 8-12
Balance Reports ............................................................................................... 8-12
Analysis Reports .............................................................................................. 8-16
Route Reports .................................................................................................. 8-19
Work Centers Reports ...................................................................................... 8-20
Production Papers Reports .............................................................................. 8-22
Update Log Reports ......................................................................................... 8-23
Lab 8.1 - Production Report (Operation Use) ................................................... 8-24
Summary .......................................................................................................... 8-25
Test Your Knowledge ....................................................................................... 8-26
Quick Interaction: Lessons Learned ................................................................. 8-27
Solutions ........................................................................................................... 8-28

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Production Series I in Microsoft Dynamics AX 2009

iv

Microsoft Official Training Materials for Microsoft Dynamics

Your use of this content is subject to your current services agreement