This course is intended for Partners, customers, and Microsoft team members with moderate to extensive knowledge of Bill of Material functionality in a Trade & Logistics environment.

At Course Completion

After completing this course, students will be able to:

Describe Microsoft Dynamics AX 4.0 Bill of Materials concepts, forms, and functionality
Outline the standard BOM creation processes
Create and edit simple BOMs
Explain the concepts, purposes, and processes of BOM versions
Describe and create quantity-dependent BOMs
Explain the purpose and use of BOM and Item configurations
Outline the BOM calculation structure, including its set up and processing
Create sales orders from configurable BOMs
Set up and describe constant and variable scrap on the BOM
Explain and set up measurement configuration on the BOM
Outline the purpose and process of reporting a BOM as finished
Describe standard Microsoft Dynamics AX 4.0 BOM reports
Change and check BOMs
Sort BOM lines

Course Outline

Module 1: Bill of Materials Overview

This chapter provides an overview of the Microsoft Dynamics AX 4.0 Bill of Materials functionality. This will cover concepts, different forms used, and the standard BOM process.

Lessons

General Overview
BOM Relationships
Bill of Material Concepts
Features of BOMs in Microsoft Dynamics AX 4.0
BOM Levels
BOM Lines
Bill of Material Form Overview
Item Form
BOM Form
BOM Line Form
BOM Designer Form
Bill of Material Creation Process

Lab : Test Your Knowledge

Bill of Materials Overview

After completing this chapter, students will be able to:

Describe the Microsoft Dynamics AX 4.0 Bill of Material
Explain the concepts of BOMs in Microsoft Dynamics AX 4.0
Describe the different BOM forms
Describe the standard BOM creation process

Module 2: Create Simple BOMs

This chapter explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM Designer.

Lessons

Create BOMs in the BOM form
Create and Edit BOMs in the BOM Designer
Using the BOM Designer from the BOM Form
Editing BOMs using the BOM Designer
Deleting BOM Component Lines in the BOM Designer
Procedures
Create BOMs in the BOM Form
Create a BOM using the BOM Designer from the BOM Form

After completing this chapter, students will be able to:

Create simple BOMs using the BOM form
Create and edit BOMs using the BOM Designer

Module 3: BOM Versions

This chapter explains the concept of version control, and describes how to create BOMs with versions. In addition, this section covers activating, copying, and changing BOM versions, in addition to creating quantity-dependent BOMs and using other version-related functionality.

Lessons

BOM Versions Overview
Version Control Methods
Active and Inactive Version Control
Date and Quantity Version Control
Create BOMs from the Item Form
Activate BOM Versions
Copy BOM Versions
Copying BOM Versions
Change a BOM Version
BOM Versions and the BOM Form
Create and Edit BOMs using the BOM Designer
Using the BOM Designer from the Item Form
Quantity Dependent BOMs
Version-related Functionality
Validity Dates of BOM Lines
Sub-BOMs
Procedures
Create BOMs from the Item Form
Copy BOMs for a New BOM Item
Copy BOMs for an Existing BOM Item
Change a BOM Version
Create a BOM using the BOM Form
Link Versions to a BOM
Create a BOM using the BOM Designer from the Item Form
Specify Validity Dates
Specify Sub-BOMs
Create and Verify a Quantity Dependent BOM

After completing this chapter, students will be able to:

Describe the concept and purpose of BOM versions
Create BOMs from the Item form
Activate BOM versions
Copy BOM versions
Change BOM versions
Use the BOM form to assign and create BOM versions
Create and edit BOMs using the BOM Designer
Describe and create a quantity dependent BOM
Define other version-related functionality:
Validity dates of BOM lines
Sub-BOMs

Module 4: BOM Configurations

This chapter explains the purpose, use, and set up of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Lessons

BOM Configurations
Configuration Groups
Creating Configuration Groups
Multiple Configuration Groups
Configuration Route
Configuration Rules
BOM Configuration Summary
Item Configuration
Item Configuration Setup Prerequisites
Procedures
Create a Configuration Group
Using the Create Configuration Group Function
Create a Configuration Route
Create a Configuration Rule
Assigning Items and Configuration Groups
Set up a BOM Item with Configurations

After completing this chapter, students will be able to:

Describe the purpose, use, and set up of the following BOM configurations:
Configuration groups
Configuration routes
Configuration rules
Describe, set up, and use Item configurations

Module 5: BOM Calculations

This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 4.0, in addition to the use and set up of Cost groups, Profit settings, and Calculation groups. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Lessons

BOM Calculation Structure
Cost Groups, Profit Settings, and Calculation Groups
Cost Groups
Profit Settings
Using the Cost Group Wizard
Calculation Groups
BOM Calculation Form
Functional Differences
BOM Calculation Form Buttons
View BOM Calculations
Summary Function
Complete Function
Cost and Sales Price Calculations
Set up Cost and Sales Price Calculations
Functional Differences
Exclude BOMs and BOM Lines from Calculation
Exclude BOMs from Calculation
Exclude BOM Lines from Calculation
Procedures
Create a Cost Group
Create a Profit Setting
Create Cost Groups and Profit Settings with the Cost Group Wizard
Set up Calculation Groups
Assign a Default Calculation Group
Assign Calculation Groups to Items
Exclude BOMs from Calculation
Exclude BOM Lines from Calculation
View BOM Calculations
Run BOM Calculation from the Periodic Folder

After completing this chapter, students will be able to:

Explain the BOM calculation structure
Describe and set up Cost groups, Profit settings, and Calculation groups
Explain the BOM calculation form
View BOM calculations by using the Summary and Complete functions
Run and review cost and sales price calculations
Explain BOM calculation exclusions

Module 6: Sales Orders and BOMs

This chapter describes creating a sales order from a configurable BOM, viewing, exploding, and calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales order.

Lessons

Configurable BOMs and Sales Orders
Viewing BOMs on a Sales Order
View BOMs using the Composed of - Tree Form
Designer Tab
Setup Tab
Changing BOM Components from the Sales Order
Explode a BOM from a Sales Order
Calculate BOMs from a Sales Order
Transfer BOM Calculation Prices and Quantities
Transfer Quantities
Procedures
Exploding a BOM from a Sales Order
Using Configurable BOMs on Sales Orders
Change the BOM Structure View
BOM Calculation from a Sales Order

Lab : Test Your Knowledge

Sales Orders and BOMs

After completing this chapter, students will be able to:

Create a sales order using a configurable BOM
View the BOM structure from a sales order
Explode a BOM from a sales order
Calculate a BOM from a sales order

Module 7: Scrap and Measurement

This chapter describes the use and set up of constant and variable scrap, and BOM calculations using scrap. The section also covers the use and set up of measurement configurations including consumption calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using measurements.

Lessons

BOM Scrap
Specifying Scrap
Scrap Setting on the BOM
Scrap and Calculation
BOM Measurement
Setting up Measurement Configuration
Rounding-up
Measurement Settings
Measurement Conversion Factors
Procedures
Set Scrap on the BOM
Run a Calculation for Scrap
Set the Consumption Calculation
Set Rounding-up Options
Set up Measurement
Set up a Calculation Measurement on a BOM

Lab : Test Your Knowledge

BOM Scrap and Measurement

After completing this chapter, students will be able to:

Describe and set up scrap parameters:
Constant and variable scrap on the BOM
BOM calculations using scrap

Explain and set up measurement configurations:
Consumption calculation
Rounding-up
Measurement dimensions
Conversion factors
BOM calculations using measurements

Module 8: Report a BOM as Finished

This chapter describes the purpose of reporting a BOM as finished, and explores the methods of accessing the report as finished process within Microsoft Dynamics AX 4.0.

Lessons

Report a BOM as Finished
Maximum Reported as Finished
Sub-BOMs
Report as Finished Process
From the Periodic Folder
From the Item Form
From the BOM Journal
Procedures
Run the Report as Finished Periodic Activity
Report a BOM Item as Finished from the Item Form
Report a BOM Item as Finished from the BOM Journal
Review and Post Reported as Finished BOM Items

Lab : Test Your Knowledge

Reporting a BOM as Finished

Lab : Report a BOM as Finished

After completing this chapter, students will be able to:

Explain the purpose of reporting a BOM as finished by using the Max. report as finished form
Access the Report as finished process, from the following areas:
Periodic folder
Item form
BOM journal

Module 9: Reports and Other BOM Functionality

This chapter describes the standard BOM reports in Microsoft Dynamics AX 4.0 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Lessons

Standard BOM Reports
Lines Report
Where-used Report
Where-used Inquiry from the Item Form
Where-used on BOM Lines
BOM Calculation Report
Other BOM Functionality
Changing BOMs
Checking BOMs
Sorting BOM Lines
Procedures
Automatic Checking of BOMs
Manual BOM Checks
Sort BOM Lines using the Sorting Function
Sort BOM Lines using the Standard Sorting Function

After completing this chapter, students will be able to:

Describe standard Microsoft Dynamics AX 4.0 reports:
Lines
Where-used
BOM calculations
Describe other BOM functionality:
Changing and Checking BOMs
Sorting BOM lines

Course Reviews

No reviews found for this course.

Be the first to write a review