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)