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80309A: Microsoft Dynamics AX 2012 Process Manufacturing Production and Logistics

Module 1: Process manufacturing Overview
This module provides a general overview of Process Manufacturing setups available in Microsoft Dynamics AX 2012.
Lessons

  • Process Manufacturing
  • Process Manufacturing and Prerequisite Setups

After completing this module, students will be able to:

  • Explain process manufacturing and create the necessary setup at the released products level.
  • Explain a formula item and how it differs from a Bill of Material (BOM) item.
  • Create a product at the enterprise level.
  • Configure released products.
  • Create and apply a product template.

 

Module 2: Formula Management
This module introduces participants to the Formula Management in Microsoft Dynamics AX 2012.
Lessons

  • General Concepts
  • Formula Features and Elements
  • Formula Form Accessed from Different Forms
  • Formula Versions
  • Copy Formula Versions
  • Modify Formula Versions
  • Edit the Formula Lines Using the Formula Designer
  • Create Formula Versions with Scalable and percentage Controlled Options
  • Use of Plan Group in Formula Lines
  • Step Consumption

Lab : Create a Formula with a Version from the Released Products Form
Lab : Create a Formula Version with Percentage Controlled Option
Lab : Use of Plan Groups in Formula Lines
Lab : Create a Formula Version for Multiple Batch Sizes Using Step Consumption

After completing this module, students will be able to:

  • Describe production types that are defined for any item, at the released product level.
  • Explain the difference between a formula item and planning item.
  • Define formula lines and versions.
  • Explain the use of a formula and a route in multisite production scenarios.
  • Explain the features and structural elements of a formula.
  • Define a formula level with an example of a formula at multiple levels.
  • Define a formula at multiple sites.
  • Define formula line types.
  • Describe the formula features in formula lines.
  • Describe different access methods to create and maintain a formula.
  • Define different version control methods that are available in formula management.
  • Describe how to copy a formula from other formula versions.
  • Modify a formula version by changing the yield percentage or formula size.
  • Define the steps to edit a formula using the formula designer.
  • Create a formula version using scalable and percentage controlled options in the formula lines.
  • Describe how to use a plan group to substitute items in formula lines.
  • Set up step consumption and its use in batch order processing and in a formula calculation.

 

Module 3: Batch Orders
This module provides a general overview of Batch orders in Microsoft Dynamics AX 2012.
Lessons

  • Batch Order Costing
  • Prerequisites For a Formula Calculation
  • Calculate the Cost Price and Sales Price for Formula Items
  • Formula Calculation Enhancements
  • Price Estimation in Batch Order and Sales Order
  • Batch Order Life Cycle
  • Process a Batch Order Using the Manufacturing Execution System
  • Report Unplanned Co-Products and By-Products in a Batch Order
  • Rework a Batch Order

Lab : Formula Calculation for Formula Item and transfer of Cost price and Sales price to the Item
Lab : Process Batch Order Using MES

After completing this module, students will be able to:

  • Describe batch order costing.
  • Explain the prerequisites for formula calculation.
  • Explain the steps to create and activate item prices.
  • Calculate a cost price and sales price using a formula calculation.
  • Describe the enhancements in a formula calculation relating to process manufacturing.
  • Estimate a cost price and sales price in a batch order and sales order.
  • Explain the stages of the batch order life cycle.
  • Explain how a batch order can be processed using the Manufacturing Execution System (MES).
  • Define the setup and report an unplanned co-product and by-product in a batch order.
  • Explain a rework batch order and the steps to process a rework batch order.

 

Module 4: Master Planning
This module provides a general overview of Master planning in Microsoft Dynamics AX 2012.
Lessons

  • Master Planning Specific to Process Manufacturing
  • Multisite Master Planning and its Prerequisites
  • Perform Master Planning Across Sites
  • Intercompany Planning
  • Co-product Planning and Production
  • Planning Co-Products Using Planning Item
  • Planning Co-Products with Formula Item

Lab : Multisite Master Planning in Process Manufacturing
Lab : Planning of Co-products with Planning Item
Lab : Planning of Co-products with Formula Item

After completing this module, students will be able to:

  • Define the process manufacturing functionalities adhering to master planning.
  • Explain multisite planning and its prerequisites.
  • Perform Master Planning across the sites within a legal entity.
  • Describe intercompany planning and create the required setups.
  • Define downstream source plans in master plans.
  • Describe key transactions that trigger multi-company planning.
  • Describe methods to create intercompany sales orders.
  • Define co-products and their prerequisites for planning.
  • Plan co-products using a planning item.
  • Plan co-products with a formula item.

 

Module 5: Containerized Packaging
This module provides a general overview of Containerized packaging in Microsoft Dynamics AX 2012.
Lessons

  • Containerized Packaging
  • Setup for Containerized Packaging
  • Firm and Consolidate the Planned Batch Order
  • Add or Remove the Batch Order from the Consolidated Batch Order

Lab : Configuration of the Bulk Item Conversion
Lab : Processing the Consolidated Batch Order

After completing this module, students will be able to:

  • Explain the purpose and benefits of containerized packaging.
  • Create bulk item conversion.
  • Create formula for the packed product with reference of bulk item.
  • Firm and consolidate the planned orders associated to a bulk item and packed product in the Planned orders form.
  • Process the bulk and packed order and review the inventory.
  • Add and remove the bulk or packed order in the Consolidated batch orders form.

 

Module 6: Catch Weight
This module provides a general overview of Catch weight in Microsoft Dynamics AX 2012.
Lessons

  • Pre-conditions for a Catch Weight Item
  • Partial Visibility Catch Weight Item
  • Full Visibility Catch Weight Item
  • Use of Catch Weight in Different Transactions

Lab : Partial Visibility Catch Weight Item
Lab : Full Visibility Catch Weight Item

After completing this module, students will be able to:

  • Define the setup for creating a Catch Weight (CW) item.
  • Create an inventory transaction with a partial visibility catch weight item.
  • Create an inventory transaction with a full visibility catch weight item.
  • Explain the use of catch weight in different transactions.

 

Module 7: Lot and Batch Control
This module provides a general overview of Lot and Batch control in Microsoft Dynamics AX 2012.
Lessons

  • Batch Disposition Code
  • Shelf Life Management
  • Same Batch Reservation

Lab : Reset the Disposition Code for an Inventory Batch
Lab : Planning of FEFO Date Controlled Item with Customer Sellable Days

After completing this module, students will be able to:

  • Define a batch disposition code and its related setups.
  • Define setup to integrate a batch disposition code with quality management.
  • Configure a batch disposition code associated to partial or full blocking of inventory.
  • Reset a disposition code for inventory batches manually.
  • Define shelf life and its related setups.
  • Configure the shelf life at the released product level.
  • Reserve inventory batches using the shelf life setup.
  • Explain the same batch reservation and its need for master planning.

 

Module 8: Batch Attributes
This module provides a general overview of Batch Attributes in Microsoft Dynamics AX 2012.
Lessons

  • Batch Attributes
  • Create a Batch Attribute in Inventory and Warehouse Management
  • Batch Attributes by Product Specific and Customer Specific
  • Batch Attribute Groups

After completing this module, students will be able to:

  • Explain batch attributes and setups.
  • Create a batch attribute for an item.
  • Assign product specific and customer specific batch attributes.
  • Reserve batches by batch attributes.
  • Update inventory batch attribute manually.
  • Update inventory batch attribute automatically using quality order
  • Explain the batch attribute groups.

 

Module 9: Vendor Information
This module provides a general overview of Vendor information in Microsoft Dynamics AX 2012.
Lessons

  • Approved Vendor List
  • Approved Vendor List in Released Products Form
  • Validate the Approved Vendor Check in Various Forms
  • Vendor Batch Update

Lab : Set Up an Approved Vendor by Item and Create the Purchase agreement

After completing this module, students will be able to:

  • Explain Approved Vendor List (AVL) and define its related setups.
  • Define item-vendor relationship and its period of validity.
  • Inquire and validate an approved vendor list in different forms.
  • Explain the necessity for a vendor batch update and its required setup.
  • Perform a purchase registration with a vendor batch update.

 

Module 10: Commodity Pricing
This module provides a general overview of Commodity pricing in Microsoft Dynamics AX 2012.
Lessons

  • Commodity Pricing

After completing this module, students will be able to:

  • Define commodity pricing and its purpose.
  • Define the setups required for commodity pricing.
  • Set up the pricing calculation for commodity items.
  • Create price and margin data for a formula item.
  • View the commodity price calculation and update it in the trade agreement.

 

Module 11: Product Compliance
This module provides a general overview of Product compliance in Microsoft Dynamics AX 2012.
Lessons

  • Product Compliance and its Setup
  • Associate Product Compliance to Released Products
  • Validate the Product Safety Data Sheet Information in Purchase and Sales Orders
  • Same Batch Reservation

Lab : Create a Product Safety Data Sheet for an Item

After completing this module, students will be able to:

  • Define product compliance and configure its necessary setups in Inventory and warehouse management.
  • Associate product compliance setups for a specific item at the released products level.
  • Update the product safety data sheet for a specific item at the released product level.
  • Validate the product safety compliance data sheet during purchase and sales order processing.

 

Module 12: Rebates
This module provides a general overview of Rebates in Microsoft Dynamics AX 2012.
Lessons

  • Rebates
  • Rebate Agreements
  • Rebates Process Cycle

Lab : Process the Rebate to the Customer

After completing this module, students will be able to:

  • Explain rebates and their setup.
  • Create item rebate groups and customer rebate groups.
  • Create a rebate agreements to a customer.
  • Process rebates to a customer.

 

Module 13: Integration with Advanced Warehouse Management
This module provides a general overview of the Integration with advanced warehouse management in Microsoft Dynamics AX 2012.
Lessons

  • Catch Weight in Advanced Warehouse Management Functions
  • Reservation in Advanced Warehouse Management for Process Manufacturing

Lab : Catch Weight in the Advanced Warehouse Management Process

After completing this module, students will be able to:

  • Define the setup relating to advanced warehouse management for catch weight products.
  • Perform pallet transport for an inbound warehouse management process in catch weight unit.
  • Describe the setup for reservation in process manufacturing.
  • Perform sales shipment using advanced warehouse management function with FEFO date-controlled and same batch reservation.

 

Additional Reading

To help you prepare for this class, review the following resources:
80418: Costing and Inventory Valuation in Microsoft Dynamics AX 2012 (available in 2012)
80419: Manufacturing Execution Systems (MES) in Microsoft Dynamics AX 2012 (available in 2012)
80427: Warehouse Management in Microsoft Dynamics AX 2012 (available in 2012)
80422: Intercompany Setup and Order Processing in Microsoft Dynamics AX 2012 (available in 2012)

 

Course Registration

 

3 days
$1,650.00

 

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