Bill of Material in Microsoft Dynamics AX 2009 2 Days

About this Course

This two-day instructor-led course provides students with the knowledge and skills to work with Bills of Materials in a non-production environment.

Audience Profile

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

At Course Completion

After completing this course, students will be able to:

• General Overview
• Bill of Material Concepts
• BOMs/Routes in Multisite Environment
• Features of BOMs in Microsoft Dynamics AX 2009
• BOM Levels
• BOM Lines
• BOM Line Type and its Usage
• Bill of Material Form Overview
• Item Form
• BOM Form
• BOM Line Form
• BOM Designer Form
• Bill of Material Creation Process

• 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

Lab : Create a BOM without a VersionLab : Create a BOM in the BOM Designer

• Create simple BOMs using the BOM form.
• Create and edit BOMs using the BOM designer.

• BOM Versions Overview
• Version Control Methods
• Version Control Using Date and Quantity
• Version Control Using Site
• Deactivate BOM Versions
• BOM/Route Version Assigned to Multiple Items Based on Site
• Creating BOMs Using the Item form
• Activate Multiple BOM Versions
• Activating BOM Versions and Validating Lines
• Copy BOM Versions
• Copying BOMs
• Change BOM Versions
• Create BOMs with a Version from the BOM Form
• Create BOMs with Versions in the BOM Designer
• Overview of the BOM Designer Functionality
• Quantity Dependent BOMs
• Working with Validity Dates and Sub-BOMs on Component Lines
• Validity Dates of BOM Lines
• Using Validity Dates
• Sub-BOMs on Component Items

Lab : Creating a BOM with a Version from the Item FormLab : Creating a BOM with a Version in the BOM FormLab : Creating a BOM with a Version in the BOM designer

• Describe the concept and purpose of BOM versions.
• Create BOMs from the Item form.
• Describe how to activate BOM versions.
• Describe how to copy and change BOM versions.
• Describe how to 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.
• Explain validity dates and sub-BOMs on BOM component lines.

• BOM Configurations
• Configuration Groups
• Configuration Route
• Configuration Rule
• Item Configuration
• Item Configuration Prerequisites

Lab : Create and Use Configuration GroupsLab : Create Configuration RoutesLab : Create Configuration RulesLab : Add Item Configurations

• Describe the purpose and advantages of BOM and Item configurations.
• Describe the purpose, use, and setup of configuration groups, routes, and rules.
• Describe, set up, and use Item configurations.

• BOM Calculation Structure
• Cost Breakdown
• Cost Groups, Profit Settings, and Calculation Groups
• Cost Groups
• Profit Settings
• Cost Breakdown Calculation Groups
• Setup of Costing Version
• Use of Costing Version
• Cost Data Maintenance
• Item Price Form
• BOM Calculation Form
• Summary Function
• Complete BOM Calculation Form
• Cost and Sales Price Calculations
• Access Cost and Sales Price Calculation Form
• BOM Calculation Form Accessed from the Item Form
• BOM Calculation Form Accessed from the Periodic Folder
• Explosion Mode and BOM Stop Explosion
• Explosion Mode Options
• Explosion Mode

Lab : Create a Cost Group with Profit SettingsLab : Create a Calculation GroupLab : Running BOM Calculations and Comparing Results

• Explain the BOM calculation structure.
• Describe and set up Cost groups, Profit settings, and Calculation groups.
• Set up and view costing versions - planned cost and BOM calculations with the Summary and Complete functions.
• Explain the BOM calculation form.
• Run and review cost and sales price calculations.
• Explain BOM calculation Explosion mode and Stop Explosion.

• 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

Lab : Use Configurable BOMs in the Sales OrderLab : BOM Calculation from a Sales Order

• 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.

• 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

Lab : Add BOM Scrap and Run CalculationsLab : Set Up and Calculate BOM Measurement

• 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
• Perform BOM calculations using measurements

• Report a BOM as Finished
• Max. Report as Finished Form
• Sub-BOMs
• Report as Finished Process
• Report as Finished from the Periodic Folder
• Report as Finished from the Item Form
• Report as Finished from the BOM Journal

Lab : Report a BOM as Finished

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

• Standard BOM Reports
• Lines Report
• Where-used Report
• Where-used Inquiry from the Item Form
• Where-used Inquiry from the BOM Line Form
• BOM Calculation Report
• Other BOM Functionality
• Changing BOMs
• Checking BOMs
• Sorting BOM Lines

Lab : Change a BOMLab : Run a Manual BOM CheckLab : Set Up and Run an Automatic BOM Check

• Describe standard Microsoft Dynamics AX 2009 reports:
  • Lines.
  • Where-used.
  • BOM calculations.
• Describe other BOM functionality:
  • Changing and Checking BOMs.
  • Sorting BOM lines.