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80022A: Production Series I in Microsoft Dynamics AX 2009

Module 1: Introduction to Production Series I
This module provides a high level introduction to the main production concepts used in the Production Series I course. It contains basic conceptual information and a broad overview of the main core concepts, including: a description of the interactivity of the Production module with other modules; an example of a hypothetical work flow in a single company that illustrates this interaction; a definition of core concepts in production such as BOMs, work centers, work center groups, operations and routes; an overview of the production life cycle and, finally, a summary of how multisite functionality is used in production.
Lessons
•Core Concepts in Production
•Setup and Interconnectivity
•Overview of Production Process
•Example Multisite Production Scenarios
•Overview of Additional Production Enhancements
After completing this module, students will be able to:
•Describe the main conceptual building blocks of the Production module.
•Understand the fundamental interconnectivity between the Production module and other modules.
•Define the production order and name the status changes as it passes through the production life cycle.
•Define the main elements that are setup and used when a company works with a variety of production sites distributed over different geographic locations.
•Describe three companies using multisite in which production sites, conditions, and processes vary.
•Provide a brief description of general improvements to the production module, including filtering and improved Gantt Chart features.
 

Module 2: Bill of Materials
This module contains a comprehensive overview of the role of the Bill of material (BOM) as the first of the Production modules core building blocks. Since BOMs are used in production to specify ingredients or subordinate components that are required to make each assembled part or item in production, they are essential to the functioning of production processes. The module describes single level and indented BOMs, as well as BOM and item configurations, BOM calculations, and BOM scrap and measurement configurations. The module concludes with an overview of the standard BOM reports and how they are used.
Lessons
•Understanding BOMs
•BOM Versions
•Overview of Creating BOMs
•Creating BOMs in the BOM Form
•Creating BOMs in the Item Details Form
•BOM and Item Configurations
•BOM Calculation
•BOM Scrap
•BOM Measurements
•BOM Reports
Lab : Create a BOM without a Version
Lab : Change a BOM
After completing this module, students will be able to:
•Describe the main types of BOMs and define BOM levels.
•Define the creation of BOM versions and describe BOM version control methods.
•Define the overall process of creating BOMs from the different forms.
•Explain how to work with configurable BOMs, including the setup of configuration routes and rules.
•Provide an overall explanation of the BOM calculation process.
•Describe how to create and use BOM scrap types and how a scrap calculation for a BOM is run.
•Describe the use of BOM measurements that relate to BOM items.
•List and explain the uses of the standard BOM reports.
 

Module 3: Calendars and Work Centers
This module provides an overview of how to set up and use calendars and work centers. Calendars and work centers are additional core building blocks to the Production module. They are set up in the Basics module in a specific sequence which is reflected in the order of the lessons. Working time templates are created first, then calendars, work center groups and finally the work centers themselves. The module also contains a summary of how operation scheduling percentages, efficiencies and exclusivity can be applied to the work centers and work center groups that are created, as well as how finite capacity planning parameters are used.
Lessons
•Working Time Template
•Calendars
•Work Center Groups
•Work Centers
•Operation Scheduling Percentage, Efficiency and Exclusivity
•Capacity Planning and Finite Capacity
Lab : Create Work Center Groups
Lab : Create Work Centers
After completing this module, students will be able to:
•Define working time templates and describe how they are set up.
•Create working time calendars.
•Set up work center groups and distinguish between work center types.
•Determine when to set work centers as exclusive.
•Create work centers and attach them to work center groups.
•Define operations scheduling, efficiency, and exclusivity settings on work centers and work center groups.
•Describe finite capacity and capacity planning for work center groups.
 

Module 4: Operations and Routes
This module provides a step-by-step overview of the setup and process of working with operations and routes. Operations and routes are set up in the Production module in a specific sequence which is reflected in the order of the lessons. The module also describes the use of, and set up of cost categories, an overview of the creation of route group parameters that pertain to all routes in the group, and a description of how to create routes which contain the sequence of events (or operations) that are used to produce an item. Finally the module contains a brief discussion of the way scrap is calculated in the production environment, based on a defined scrap percentage and how route networks are applied.
Lessons
•Operations
•Cost Categories
•Cost Groups
•Route Groups
•Routes
•Scrap
•Route Networks
After completing this module, students will be able to:
•Set up and configure operations and relations.
•Set up and use cost categories and cost groups in production routes.
•Create route groups and attach them to the route.
•Create and maintain routes and operations in the routes.
•Describe how scrap is managed in production routes.
•Configure the route network parameters and identify route networks in complex routing.
 

Module 5: Parameters, Production Orders and Life Cycle
This module provides an overview of how to set up prerequisite production parameters and journal names in the Production module. These prerequisites guide how production orders are created, estimated, scheduled and consumed by the application, and must be established before the production module can be used for production planning. It also reviews the stages the production order moves through as it follows the production life cycle, as well as how to set up consumption feedback, and how cost accounting is handled. Finally, the lesson covers optional settings that can be used as advanced control of how production orders are posted and handled.
Lessons
•Production Parameters and Journal Names
•Production Orders
•Production Process Overview
•Production Status
•Estimation
•Optional Advanced Settings
Lab : Manually Create a Production Order
Lab : Configure a Production Pool and Assign a Production Order
After completing this module, students will be able to:
•Discuss the impact production parameters have at the company and the sites level.
•Describe the different ways production orders can be created.
•Explain the main activities that occur in the life cycle of a production order.
•Explain how the production order status is used in working with production orders.
•Describe the estimation process.
•Configure advanced settings such as production groups and production pools.
 

Module 6: Production Scheduling and Subcontracting
This module provides a detailed overview of how to work with production scheduling, including locking production orders and dispatching scheduled jobs to specific work centers. Scheduling is the third step in the production order life cycle, conducted after the prerequisites have been set up, and production orders have been created and estimated. Besides a review of the scheduling levels, operation and job scheduling, the module also includes a description of planned production orders, and the role that the Master planning module plays in the scheduling function in production. The module ends with a brief review of the management of outsourced productions using subcontractors.
Lessons
•Scheduling Options
•Operations Scheduling
•Job Scheduling
•Master Planning and Planned Production Orders
•Locking Production Orders
•Dispatching
•Subcontracting
Lab : Run an operations schedule
After completing this module, students will be able to:
•Distinguish between various scheduling options.
•Explain the main characteristics of operations scheduling.
•Explain the main characteristics of job scheduling and use the Gantt Chart.
•Describe how master planning interacts with production.
•Lock production orders.
•Dispatch scheduled jobs to a specific work center.
•Adjust BOMs in connection with subcontractor work.
•Set up operations and routes to be performed by a vendor.
 

Module 7: Control and End Production
This module explores the Release, Start, Report as finished and End stages in the production life cycle, in the order in which they are conducted: It also includes the forms used in each stage, and a brief description of production consumption using the production journals. The Release, Start, and Report as finished stages are considered part of production control. The End stage is conducted after the order is reported as finished. Before closing the order, a final price calculation is conducted, which covers the consumption of items, services, item gains, and operations.
Lessons
•Estimation and Scheduling Run First
•Release Production Orders
•Start Production Orders
•Production Consumption
•Report Production Orders as Finished
•End Production Orders
Lab : Start Production Order
After completing this module, students will be able to:
•Set up automatic updates.
•Define how to release a production order to the shop floor.
•Explain the main considerations and settings used to start production orders.
•Use production journals to record consumption.
•Describe the report as finished stage of the production life cycle.
•Describe the main elements of the end production stage.
 

Module 8: Inquiries and Reports
This module provides an overview of the different kinds of reports and inquiries available in the Production module. Inquiries are used to check possible material stockouts, to review the state of current production jobs, to obtain an overview of all production and postings, and to analyze and view all route transactions. Production reports are used to obtain a snapshot of usage of base data, current jobs in process, and the cost and production variances that impact production.
Lessons
•Production Inquiries
•Standard Reports
•Base Data Reports
•Transaction Reports
•Journal and Costing Reports
•Balance Reports
•Analysis Reports
•Route Reports
•Work Center Reports
•Production Papers Reports
•Update Log Reports
Lab : Production Reports (Operations Use)
After completing this module, students will be able to:
•Name the types of standard inquiries that can be conducted.
•Work with standard reports.
•Use base data reports to analyze productions.
•Use the three kinds of transaction reports.
•Use journal and costing reports.
•Use balance reports to decipher production conditions.
•Use analysis reports to view or print information on production.
•Use route reports to generate information on routes and operations in different productions.
•Name the kinds of reports that can be generated on the work centers in production.
•Use production papers.
•Use the update log reports to identify information on the orders in each stage of the production process.

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