80339. Bill of Materials in Microsoft Dynamics AX 2012

Description

This two-day instructor-led course provides students with an introduction to the new features and functionality in Microsoft Dynamics AX 2012. The purpose of this course is to introduce new features so that participants can learn about the main differences in the software since the last version. This course does not cover functionality that has not changed since the earlier versions of Microsoft Dynamics AX 2012. It assumes course participants have baseline knowledge of the earlier version.

Who Should Attend

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

Course Outline

Module 1: Bill of Materials Overview

This chapter provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.

Module 2: Creating Simple BOMs

This chapter explains how to create simple BOMs by using the Bills of materials form, and create and edit simple BOMs by using the BOM designer.

Module 3: Creating BOMs with 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 by using other version-related functionality.

Module 4: Working with BOM and Item Configurations

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

Module 5: Working with BOM Calculations

This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 2012, in addition to the use and set up of Cost groups, Profit settings, Calculation groups, and Costing versions. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Module 6: Sales Orders and BOMs

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

Module 7: Scrap and Measurement

This chapter describes the use and setup of constant and variable scrap and BOM calculations by using scrap. The section also covers the use and setup of measurements including consumption calculation, rounding-up, measurement dimensions, conversion factors, and 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 2012.

Module 9: Reports and Other BOM Functionality

This chapter describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Lab: Running BOM Calculations and Comparing Results
Lab: Use Configurable BOMs in a Sales Order
Lab: BOM Calculations from a Sales Order
Lab: Add BOM Scrap and Run Calculations
Lab: Set Up and Calculate BOM Measurement
Lab: Report a BOM as Finished
Lab: Change a BOM
Lab: Run a Manual BOM Check
Lab: Set Up and Run an Automatic BOM Check

What You'll Learn

After completing this course, students will be able to:

• Understand the Bill of Material Creation Process.
• Explain the concepts of BOMs in Microsoft Dynamics AX 2012.
• Describe the different BOM forms.
• Describe the standard BOM creation process.
• Create simple BOMs by using the Bills of Materials form.
• Create and edit BOMs by using the BOM designer.
• Describe the concept and purpose of BOM versions.
• Create BOMs from the Released products list page.
• Describe how to activate BOM versions.
• Describe how to copy and change BOM versions.
• Describe how to use the Bills of Materials form to assign and create BOM versions.
• Create and edit BOMs by using the BOM designer.
• Describe and create a quantity dependent BOM.
• Explain validity dates and sub-BOMs on BOM component lines.
• 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.
• 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 Calculation for a costing version form.
• Run and review cost and sales price calculations.
• Explain BOM calculation Explosion mode and Stop Explosion.
• Create a sales order by 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.
• Describe and set up scrap parameters:
• Constant and variable scrap on the BOM
• BOM calculations by using scrap
• Explain and set up measurement configurations:
• Consumption calculation
• Rounding-up
• Measurement dimensions
• Conversion factors
• Perform BOM calculations by using measurements.
• 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
• Released products list page
• BOM journal
• Describe standard Microsoft Dynamics AX 2012 reports:
• Lines
• Where-used
• BOM calculations
• Describe other BOM functionality:
• Changing and Checking BOMs
• Sorting BOM lines