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: Overview

1-1

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

Introduction ......................................................................................................... 1-1
Prerequisite Setup for Process Manufacturing ................................................... 1-3
Summary .......................................................................................................... 1-17
Test Your Knowledge ....................................................................................... 1-18
Quick Interaction: Lessons Learned ................................................................. 1-20
Solutions ........................................................................................................... 1-21

Chapter 2: Formula Management

2-1

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

Introduction ......................................................................................................... 2-1
General Concepts .............................................................................................. 2-2
Formula Features and Elements ........................................................................ 2-7
Formula Form Accessed from Different Forms ................................................ 2-12
Formula Versions ............................................................................................. 2-16
Lab 2.1 - Create a Formula with a Version from the Released
Products Form .................................................................................................. 2-26
Copy Formula Versions .................................................................................... 2-28
Modify Formula Versions .................................................................................. 2-28
Edit the Formula Lines Using the Formula Designer ........................................ 2-29
Create Formula Versions with Scalable and percentage Controlled Options... 2-30
Lab 2.2 - Create Formula Version with Percentage Controlled Option ............ 2-33
Use of Plan group in Formula Lines ................................................................. 2-35
Lab 2.3 - Use of Plan Group in Formula Lines ................................................. 2-38
Step Consumption ............................................................................................ 2-40
Lab 2.4 - Create a Formula Version for Multiple Batch Sizes Using Step
Consumption .................................................................................................... 2-42
Summary .......................................................................................................... 2-44
Test Your Knowledge ....................................................................................... 2-45
Quick Interaction: Lessons Learned ................................................................. 2-47
Solutions ........................................................................................................... 2-48

Chapter 3: Batch Orders

3-1

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

Introduction ......................................................................................................... 3-1
Batch Order Costing ........................................................................................... 3-2
Prerequisites for a Formula Calculation ............................................................. 3-3
Calculate the Cost Price and Sales Price for Formula Items............................ 3-11
Lab 3.1 - Formula Calculation for Formula Item and transfer of Cost price and
Sales price to the Item ...................................................................................... 3-17
Formula Calculation Enhancements................................................................. 3-19
Price Estimation in Batch Order and Sales Order ............................................ 3-21

Microsoft Official Training Materials for Microsoft Dynamics

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

Microsoft Dynamics AX 2012 Process Manufacturing

Production and Logistics
Batch Order Life Cycle ..................................................................................... 3-26
Process a Batch Order Using the Manufacturing Execution System ............... 3-30
Report Unplanned Co-Products and By-Products in a Batch Order................. 3-39
Lab 3.2 - Process Batch Order Using MES ...................................................... 3-42
Rework a Batch Order ...................................................................................... 3-45
Summary .......................................................................................................... 3-48
Quick Interaction: Lessons Learned ................................................................. 3-51
Solutions ........................................................................................................... 3-52

Chapter 4: Master Planning

4-1

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

Introduction ......................................................................................................... 4-1
Master Planning Specific to Process Manufacturing .......................................... 4-2
Multisite Master Planning and its Prerequisites .................................................. 4-3
Perform Master Planning Across Sites ............................................................... 4-6
Lab 4.1 - Multisite Master Planning in Process Manufacturing........................... 4-9
Intercompany Planning ..................................................................................... 4-11
Co-product Planning and Production................................................................ 4-20
Planning Co-Products Using Planning Item ..................................................... 4-23
Lab 4.2 - Planning of Co-products with Planning Item ..................................... 4-28
Planning Co-Products with Formula Item ......................................................... 4-31
Lab 4.3 - Planning of Co-products with Formula Item ...................................... 4-34
Summary .......................................................................................................... 4-36
Test Your Knowledge ....................................................................................... 4-37
Quick Interaction: Lessons Learned ................................................................. 4-39
Solutions ........................................................................................................... 4-40

Chapter 5: Containerized Packaging

5-1

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

Introduction ......................................................................................................... 5-1
Containerized Packaging ................................................................................... 5-2
Setup for Containerized Packaging .................................................................... 5-3
Lab 5.1 - Configuration of the Bulk Item Conversion .......................................... 5-6
Firm and Consolidate the Planned Batch Order ................................................. 5-8
Add or Remove the Batch Order from the Consolidated Batch Order.............. 5-10
Lab 5.2 - Processing the Consolidated Batch Order ........................................ 5-15
Summary .......................................................................................................... 5-18
Test Your Knowledge ....................................................................................... 5-19
Quick Interaction: Lessons Learned ................................................................. 5-20
Solutions ........................................................................................................... 5-21

Chapter 6: Catch Weight

6-1

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

Introduction ......................................................................................................... 6-1
Pre-conditions for a Catch Weight Item .............................................................. 6-2
Partial Visibility Catch Weight Item ..................................................................... 6-3
Lab 6.1 - Partial Visibility Catch Weight Item...................................................... 6-6
Full Visibility Catch Weight Item ......................................................................... 6-8
Lab 6.2 - Full Visibility Catch Weight Item ........................................................ 6-11

ii

Microsoft Official Training Materials for Microsoft Dynamics

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

Table of Contents
Use of Catch Weight in Different Transactions................................................. 6-13
Summary .......................................................................................................... 6-25
Test Your Knowledge ....................................................................................... 6-26
Quick Interaction: Lessons Learned ................................................................. 6-27
Solutions ........................................................................................................... 6-28

Chapter 7: Lot and Batch Control

7-1

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

Introduction ......................................................................................................... 7-1
Batch Disposition Code ...................................................................................... 7-2
Lab 7.1 - Reset the Disposition Code for an Inventory Batch........................... 7-11
Shelf Life Management .................................................................................... 7-12
Lab 7.2 - Planning of FEFO Date Controlled Item with Customer Sellable Days7-21
Same Batch Reservation .................................................................................. 7-24
Summary .......................................................................................................... 7-28
Test Your Knowledge ....................................................................................... 7-29
Quick Interaction: Lessons Learned ................................................................. 7-30
Solutions ........................................................................................................... 7-31

Chapter 8: Batch Attributes

8-1

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

Introduction ......................................................................................................... 8-1
Batch Attributes .................................................................................................. 8-2
Create a Batch Attribute in Inventory and Warehouse Management ................. 8-3
Batch Attributes by Product Specific and Customer Specific ............................. 8-7
Batch Attribute Groups ..................................................................................... 8-15
Summary .......................................................................................................... 8-19
Test Your Knowledge ....................................................................................... 8-20
Quick Interaction: Lessons Learned ................................................................. 8-21
Solutions ........................................................................................................... 8-22

Chapter 9: Vendor Information

9-1

Objectives ........................................................................................................... 9-1

Introduction ......................................................................................................... 9-1
Approved Vendor List ......................................................................................... 9-2
Approved Vendor List in Released Products Form ............................................ 9-6
Validate the Approved Vendor Check in Various Forms .................................. 9-11
Lab 9.1 - Set Up an Approved Vendor by Item and Create the Purchase
agreement ........................................................................................................ 9-19
Vendor Batch Update ....................................................................................... 9-21
Summary .......................................................................................................... 9-24
Test Your Knowledge ....................................................................................... 9-25
Quick Interaction: Lessons Learned ................................................................. 9-26
Solutions ........................................................................................................... 9-27

Chapter 10: Commodity Pricing

10-1

Objectives ......................................................................................................... 10-1

Introduction ....................................................................................................... 10-1
Commodity Pricing ........................................................................................... 10-2
Summary ........................................................................................................ 10-22

Microsoft Official Training Materials for Microsoft Dynamics

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

iii

Microsoft Dynamics AX 2012 Process Manufacturing

Production and Logistics
Test Your Knowledge ..................................................................................... 10-23
Quick Interaction: Lessons Learned ............................................................... 10-24
Solutions ......................................................................................................... 10-25

Chapter 11: Product Compliance

11-1

Objectives ......................................................................................................... 11-1

Introduction ....................................................................................................... 11-1
Product Compliance and its Setup ................................................................... 11-2
Associate Product Compliance to Released Products ..................................... 11-8
Validate the Product Safety Data Sheet Information in Purchase and Sales
Orders ............................................................................................................ 11-15
Lab 11.1 - Create a Product Safety Data Sheet for an Item ........................... 11-19
Summary ........................................................................................................ 11-21
Test Your Knowledge ..................................................................................... 11-22
Quick Interaction: Lessons Learned ............................................................... 11-23
Solutions ......................................................................................................... 11-24

Chapter 12: Rebates

12-1

Objectives ......................................................................................................... 12-1

Introduction ....................................................................................................... 12-1
Rebates ............................................................................................................ 12-2
Rebate Agreements ....................................................................................... 12-10
Rebates Process Cycle .................................................................................. 12-15
Lab 12.1 - Process the Rebate to the Customer ............................................ 12-24
Summary ........................................................................................................ 12-26
Test Your Knowledge ..................................................................................... 12-27
Quick Interaction: Lessons Learned ............................................................... 12-28
Solutions ......................................................................................................... 12-29

Chapter 13: Integration with Advanced Warehouse Management

13-1

Objectives ......................................................................................................... 13-1

Introduction ....................................................................................................... 13-1
Catch Weight in Advanced Warehouse Management Functions ..................... 13-2
Reservation in Advanced Warehouse Management for Process Manufacturing13-8
Lab 13.1 - Catch Weight in the Advanced Warehouse Management Process13-18
Summary ........................................................................................................ 13-21
Test Your Knowledge ..................................................................................... 13-22
Quick Interaction: Lessons Learned ............................................................... 13-24
Solutions ......................................................................................................... 13-25

iv

Microsoft Official Training Materials for Microsoft Dynamics

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