Microsoft Dynamics AX 2012 for Supply Chain Management and Manufacturing

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This one-day course will provide you with an introduction to the new features and functionality in the Supply Chain Management and Manufacturing areas of Microsoft Dynamics AX 2012.

The course is aimed at experienced systems consultants that are typically working for a Microsoft Dynamics Partner that is selling, consulting, implementing, and / or supporting Microsoft Dynamics AX 2012.

After the course, you will be able to:

• Describe the new interface elements in Microsoft Dynamics AX 2012.
• Describe changes to the organization model.
• Use and update the help system.
• Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
• View work items that are based on specific business documents in one location.
• Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
• Set up alert rules to work across all organizational structures.
• Discuss the decoupling of order management processes from inventory.
• Describe the required conversion directions and conditions for non-stocked items.
• Describe the concept of products.
• Describe the variant configuration technology types.
• Describe the concept of product masters and their variants.
• Create and release products to an enterprise.
• Discuss how to finalize a released product.
• Describe sales and purchase agreement work.
• Discuss how to create sales and purchase agreements.
• Define sales and purchase agreements.
• Discuss how to use agreements when you create orders.
• Discuss how to follow up on agreements.
• Describe improvements in trade agreements.
• Describe the changes in intercompany setup.
• View intercompany goods in transit reports.
• Describe intercompany planning changes.
• Describe change management for purchase orders.
• Discuss how to set up a delivery schedule on a purchase order.
• Discuss the purpose and usage of purchasing policies.
• Discuss category management, catalogs, and employee purchasing.
• Describe the purchase requisition process from preparation through review, to purchase order generation.
• Describe purchase requisition consolidation.
• Discuss vendor management and the vendor self-service portal.
• Discuss business rules for fixed assets.
• Describe how resource requirements are defined on routes.
• Discuss how to perform resource scheduling and describe the basic resource allocation principles.
• Describe the concept of using a period template to define schedules.
• Describe a new way to model Lean Manufacturing based on production flows.
• View the kanban boards and its controls.
• Describe mixed mode manufacturing.
• Discuss event driven kanbans and the single piece flow.
• Explain subcontracting.
• View the workflow for worker registrations.
• Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs, and correcting jobs.
• Discuss how Touch Enabled Registration works.
• Discuss how to set up and work with Document groups.
• Provide an overview of list pages in time and attendance and manufacturing execution.
• Discuss how to build a product configuration model.
• Describe how to prepare and release a model to sales.
• Discuss how to use a product configuration tool for sales orders.
• Review the features and benefits of the process industries solution.

Module 1: Overview

Lessons

• Introduction
• New User Interface Elements
• Organizational Model
• Help System
• Microsoft Office Add-Ins
• Work Items
• Documents Handling
• Decouple Order Management from Inventory Control

After completing this module, students will be able to:

• Describe the new interface elements in Microsoft Dynamics AX.
• Describe changes to the organization model.
• Use and update the help system.
• Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX.
• View work items that are based on specific business documents in one location.
• Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
• Discuss the decoupling of order management processes from inventory.
• Describe the required conversion directions and conditions for non-stocked items.

Module 2: Product Information Management

Lessons

• Introduction
• Products
• Configuration Technologies
• Product Masters and Product Variants
• Releasing Products
• Finalizing Released Products

Lab : Creating and Releasing Product Masters

After completing this module, students will be able to:

• Describe the concept of products.
• Describe the variant configuration technology types.
• Describe the concept of product masters and their variants.
• Create and release products to an enterprise.
• Discuss how to finalize a released product.

Module 3: Agreements

Lessons

• Introduction
• Sales and Purchase Agreements
• Trade Agreement Improvements

Lab : Setting up and Following up a Purchase Agreement

After completing this module, students will be able to:

• Describe sales and purchase agreement work.
• Discuss how to create sales and purchase agreements.
• Define sales and purchase agreements.
• Discuss how to use agreements when you create orders.
• Discuss how to follow up on agreements.
• Describe improvements in trade agreements.

Module 4: Intercompany

Lessons

• Introduction
• Intercompany Setup
• Intercompany Reports
• Intercompany Planning

After completing this module, students will be able to:

• Describe the changes in intercompany setup.
• View intercompany goods in transit reports.
• Describe intercompany planning changes.

Module 5: Procurement and Sourcing

Lessons

• Introduction
• Purchase Order and Change Management
• Purchasing Delivery Schedule
• Purchasing Policies
• Catalog and Procurement Site
• Purchase Requisition Enhancements
• Purchase requisition Consolidation
• Vendor Management
• Business Rules for Fixed Assets

Lab : Purchasing PoliciesLab : Employee Purchasing

After completing this module, students will be able to:

• Describe change management for purchase orders.
• Discuss how to set up a delivery schedule on a purchase order.
• Discuss the purpose and usage of purchasing policies.
• Discuss category management, catalogs, and employee purchasing.
• Describe the purchase requisition process from preparation through review, to purchase order generation.
• Describe purchase requisition consolidation.
• Discuss vendor management and the vendor self-service portal.
• Discuss business rules for fixed assets.

Module 6: Manufacturing and Scheduling

Lessons

• Introduction
• Operations Resource Model
• Resource Scheduling Improvements
• Period Templates

Lab : Resource Requirements on a RouteLab : Performing Resource Scheduling

After completing this module, students will be able to:

• Discuss how to set up resources.
• Describe how resource requirements are defined on routes.
• Discuss how to perform resource scheduling and describe the basic resource allocation principles.
• Describe the concept of using a period template to define schedules.

Module 7: Lean Manufacturing

Lessons

• Introduction
• Production Flow
• Kanban Board
• Mixed Mode
• Event Kanbans
• Subcontracting

After completing this module, students will be able to:

• Describe a new way to model Lean Manufacturing based on production flows.
• View the kanban boards and its controls.
• Describe mixed mode manufacturing.
• Discuss event driven kanbans and the single piece flow.
• Explain subcontracting.

Module 8: Time and Attendance, and Manufacturing Execution

Lessons

• Introduction
• Time and Attendance
• Manufacturing Execution
• Common Features

Lab : Touch Enabled Registration

After completing this module, students will be able to:

• View the workflow for worker registrations.
• Describe the supervisor options available in manufacturing execution for moving jobs, prioritizing jobs, and correcting jobs.
• Discuss how Touch Enabled Registration works.
• Discuss how to set up and work with Document groups.
• Provide an overview of list pages in time and attendance and manufacturing execution.

Module 9: Product Configurator

Lessons

• Introduction
• Build a Product Configuration Model
• Prepare a Model for Release
• Product Configuration

After completing this module, students will be able to:

• Discuss how to build a product configuration model.
• Describe how to prepare and release a model to sales.
• Discuss how to use a product configuration tool for sales orders.

Module 10: Process Manufacturing

Lessons

• Introduction
• Process manufacturing feature overview
• Catch weight
• Product information management improvements
• Inventory and warehousing management improvements
• Procurement and sourcing and Sales and marketing improvements
• Production control and Master planning improvements
• Process industries reports overview

After completing this module, students will be able to:

• Review the changes made for catch weights as part of the process manufacturing industry solution.
• Review the features and benefits of the process manufacturing industries solution.
• Review the changes made to the Product information management module as part of the process manufacturing industry solution.
• Review the changes made to the Inventory and warehouse management module as part of the process manufacturing industry solution.
• Review the changes made to the Procurement and sourcing module and Sales and marketing module as part of the process manufacturing industry solution.
• Review the changes made to the Production control and Master Planning modules and as part of the process manufacturing industry solution
• Review the features and benefits of the Process manufacturing reports.

Microsoft Official Curriculum:

• MOC 80163 - What’s new in Microsoft Dynamics AX 2012 for Supply Chain Management and Manufacturing

You must have working experience of Microsoft Dynamics AX 2009

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