Course Outline
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 FormLab : Create a Formula Version with Percentage Controlled OptionLab : Use of Plan Groups in Formula LinesLab : 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 ItemLab : 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 ManufacturingLab : Planning of Co-products with Planning ItemLab : 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 ConversionLab : 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 ItemLab : 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 BatchLab : 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
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.