Production training 3 (Work Centers(Resources))

 Work Centers(Resources)

 Introduction

In this training session, we will learn what a work center is and what its parameters are.
Machines, tools, people, and vendors that a company may use within a manufacturing process are defined as Work Centers which are created from within the Basic module.
The four types of a work center are:

• Machine
  The most common type of work center, where one or more machines may be defined.
• Tool
  Tools that are used within a manufacturing process should be defined as this type.
• Vendor
  Define subcontractors to be of the type Vendor.
• Human Resource
  Any work carried out by people or teams must be defined for later attachment to a route operation.

Work Centers of a similar type or capability can be grouped together in order to form a pool of resource capacity. The system can use them when planning production. Each work center is related to a calendar which defines the availability of the resource throughout the working year. A work center which belongs to a group can inherit the properties of that group, thus saving time and effort in the setup and maintenance of the data.

Setting Up a Work Center

For setting up a work center, we will use this demo data (the same as for the Trade and Logistics training). To review work centers, go to Basic > Common Forms > Work center groups. The Work center groups form opens. Remember that in Microsoft Dynamics AX a work center can be created only inside a work center group.

Work center groups form

A work center group can contain one or several work centers. Usually work centers that perform similar functions and are generally used interchangeably are combined in one work center group.
A work center group contains default parameters for a work center. If you click the Work centers button, you can make sure that the work center contains almost the same parameters and tabs.

Work centers form

Why does Microsoft Dynamics AX have work center groups? In my next post, we will set up routes. A route determines the sequence of operations required for building a finished product. Each operation can be associated with a work center group. In this case, when a route is scheduled, an available work center (from the work center group) will perform the operation.
We will use the 011 work center group. This work center group contains the 01101 and 01102 work centers. To verify this, click the Work centers button.
Now, we will analyze a work center group parameters. Since a work center group and work center parameters are similar, we will only analyze the work center group parameters.

Working Time

A work center is the company resource. All resources have limitations. Working time limit is defined with the help of a calendar. The default calendar used for the 011 work centers is Standard2. Let’s investigate the working time limit for the Standard2 calendar:

1. Click Basic > Calendar. The Calendar form opens. Find the Standard2 calendar.
   
   

   Calendar form

   
   

   
   
2. Click the Working times button. The Working times form opens. This form contains the information about working days and times.
   
   

   Working times form

   
   

We can see that on May, 28 – 29 the calendar is closed (this is Saturday and Sunday), so work centers from the 011 work center group are not available on Saturday and Sunday. Also, we can see that during a day, work centers are available from 8 till 12 and from 13 till 17 (the lunch time is between 12 and 13). (The Closed for pickup check box is used for a warehouse (warehouse working time is also set up with the help of a calendar) and it means the item can’t be picked up from the warehouse on this day.)
For example, if the operation is running for 3 hours and is started at 4.00 p.m. on Friday, it will be finished at 10 a.m. on Monday. The start and end dates for operations are calculated during the production scheduling process.
How is working time set up for the calendar? Of course, working time can be set up manually but for all days within a year it is very tedious. For this purposes the working time template exists. When a new calendar is created, the Working times form is empty. To create working times for the calendar, the user clicks the Compose working times button. In the Compose working times form, the user specifies the start and end dates and the working time template.

Compose working times form

The working time templates are set up under Basic > Setup > Calendar > Workingtime templates.

Working time templates form

In the Working time template form, the user can specify working time per day.
The 011 work center group has the following working time: from Monday to Friday, from 8 till 12 and from 13 till 17.

Input Location

One of the major work center parameters is the input location (especially if the Warehouse management is used). An input location defines the place in a warehouse where a work center is situated. This information is used when Microsoft Dynamics AX defines the place where BOM components are to be delivered. We will study the delivery process in the Production life cycle training lesson.
Let’s set up an input location for the 011 work center group:

1. In the Work center group form, select the 011 work center group. Go to the General tab.
2. Select 2 in the Site field, and the value 23 in the Warehouse field. Now, we want to specify the location. If we look up the Location field nothing is shown. That is because a work center can be assigned only for a production input location. But, the 23 warehouse doesn’t contain any production input location.
3. To create a production input location in the warehouse 23, go to Inventory management > Setup > Inventory breakdown > Locations. The Locations form opens.
4. Create a new record with the following values:
   • Location type = Production input location
   • Warehouse = 23
   • Aisle = 01
   • Max.pallets = 100
   • Height = 360
5. Now, we can set up a location for the Work center group.
   
   

   Work center groups form, Input location

   
   

Ledger Posting

As you may already know, all company activities should be recorded to ledger accounts in a monetary equivalent. A work center is no exception. When a BOM item is processed, all expenses and the cost of work must be recorded to the general ledger. The Financial Manager sets up general ledger accounts that must be used for this purpose on Ledger tab of the Work center groups form.

Work center groups form, Ledger tab

When a BOM item is processed, all expenses are recorded to the WIP issue account and the same amount of money (the cost of work for the processed BOM) is recorded to the WIP account (work in process). When the BOM production is finished, the previous accounts are reversed, the expense is recorded to the Issue account and the same amount of money (the cost of work for the produced BOM) to the Offset account. But the expenses and the cost of work can be recorded to the general ledger accounts from a costing group (the Work center groups form, Operation tab, Cost categories field group). It depends on the production order posting type. This type is set up when a production order is created – in the Create production order form, Setup field group, Ledger field. To use the ledger account from the work center, the Item+Work center value must be selected.
Financials is a very interesting part of the company routine. I started learning financials from this site. After the production module, I am planning to start the Financial module.

Default Parameters for Operation

 

Each work center is used to perform some operations for the BOM item. So, the work center group contains default parameters for the operation. Inmy next session  we will study routes and operation in more detail.
Shortly, each operation consumes time from a work center it is assigned to. Capacity term relates to the operation. It shows the number of processed BOM items during specific time (usually per hour) for the operation in a specific work center. When a production order is scheduled, the time required for the operations is calculated and reserved.
To set up default capacity parameters for the operation, go to the Times tab and fill in the Run time and Process quantity fields. For example, if during 1.5 hours only 4 chairs can be painted (painting is an operation), the Run time field must be filled with the 1.5 value and the Process quantity field with the 4 value. These values will be default for the “paint” operation in the current work center. Note that for all operations in the current work center, these values will be default.

Work center groups form, Times tab

This is the easiest way to set up default time required by an operation. In Microsoft Dynamics AX, the required time can be calculated in four different ways:

• Standard (as describe above)
• Capacity
• Batch
• Work center batch

The calculation formula is set up at the operation level (we will see this in the training lesson). By default, the Standard method is used.
Other default fields for operation that are used during the calculation of the required time are:

• Capacity unit
• Capacity
• Batch capacity

They are placed on the General tab, in the Capacity field group:

Work center groups form, Capacity

Other default fields for the operation are placed on the Operation tabs.

Work center groups form, Operation tab

We will discuss these fields in the Routes and Operations training lesson.

Summary

In this training session, we have studied the Work centers. As you may have noticed, the parameters that relate to work center set up are not so numerous. A lot of work center parameters are the default parameters for operations.
The major work center parameters are a work center type, an input location, a calendar, and ledger accounts. Other work center parameters are: production unit, efficiency percentage, operation scheduling percentage, finite capacity, bottleneck resource, and vendor name. All other parameters are default parameters for operations.



Copied from Experts website....... Dynamicsaxtraining.
You can always reach me at axapta4all@gmail.com
Anonymous Axaptian 

Production training 2(Bills of Material)

Bills of Material

Hi there! Today we will work with Bill of materials (BOM) and cover the following topics:

• Create a BOM items and a component items
• Create a Bill of materials (BOM)
• Configure a Bills of materials. Working with a BOM configuration and an item configuration.
• Setup relations between a BOM item and a BOM
• Sales order and BOM.

Let’s assume that our Company has decided to start producing a chair. As Product Designers, we will create a new BOM in the Microsoft Dynamics AX.
A Product Designer analyzes what components are required for build a chair.
The chair has the following components:

• Back
• Seat
• Chair base
• Castors
• Arm pads
• Arm brackets
• Task chair control

Chair

First, the Product Designer must create the components required for the BOM.

Creating Components

Let’s create the back, seat, chair base, castors, arm pads, arm brackets, and task chair control items. I will use the same demo data. Just to recall, our demo data is accessible here.
We have already created the Bottle and Can items in this training lesson. So, now it must be easier to create new items. To create an item perform the following steps:

1. Go to Inventory Management > Common Forms > Item details. The Item form opens.
2. Create a new line (Click CTRL + N).
3. Select the Blank record template (if you have more than one record template).
4. Fill in the fields with the following values:
   • The Item number field with the 0001 value.
   • The Item name field with the Back value.
   • The Item group field with the Packaging value. If you don’t understand what the item group is used for, read this lesson.
   • Go to the General tab.
   • The Inventory model group field with the FIFO value. If you don’t understand what the inventory model group is used for, read this lesson.
   • The Dimension group field with the CF-W (Color, Configuration, and Warehouse dimensions) value. If you don’t understand what the dimension group is used for, read this lesson.
5. Save the line (CTRL +S).
6. Set up dimensions for the Back item. We assume that the Back item has two configurations: Cruiser and Bigboy, and two colors: Black and Silver.
   • Click Setup >Configurations button. The Configuration form opens.
   • Create the Cruiser configuration dimension. Click CTRL + N.
   • Fill in Cruiser in the Configuration and Name fields. Save the line.
   • Create and save the Bigboy configuration.
     

     Back configurations

     
     

     
     
   • Close the Configuration form.
   • Click Setup >Colors. The Colors form opens.
   • Create the Black color dimension. Click CTLR + N.
   • Fill in Black in the Color and Name fields. Save the line.
   • Create the Silver color dimension.
     

     Back Colors

     
     

     
     
   • Create dimension combinations. Read more about dimension combinations here.
   • In the Colors form, click the Combinations button. The Combinations of item dimensions form opens.
   • Click the Create combinations button. The Combinations of item dimensions form opens.
   • Click the Select all button. All dimension combinations are selected.
     

     Combinations of item dimensions form

     
     

     
     
   • Click OK. The Combinations of item dimension form shows only two combinations. That is because this form shows the combinations for the Silver color.
   • Close the Combinations of item dimensions form.
   • Close the Colors form.
   • Make sure that all dimensions combinations are created.
   • In the Item form, click Setup > Item dimension combinations button. Make sure that all combinations are created.
     

     Combinations of item dimensions

     
     

     
     

We have created the Back item with the following configurations: Bigboy, Cruiser and with colors: Black and Silver.
Repeat the same steps and create items with the following dimensions:

• Seat item. Item number 0002. Seat configuration: round seat and grubby seat. Seat colors: Black and Silver.
• Chair base item. Item number 0003. Chair base dimension group is F-W (configuration and warehouse). Chair bases configuration: highrise alloy and alloy base.
• Castor item. Castor dimension group is F-W (configuration and warehouse). Item number 0004. Castor configuration: standard and chrome hooded.
• Arm pad item. Item number 0005. Arm pad configuration: AP1 (Flat polyurethane arm pad) and AP2 (“Z” polyurethane arm pad). Arm pad colors: Black and Silver.
• Arm bracket item. Item number 0006. Arm bracket configuration: AAB1 (Adjustable arm bracket) and AAB3 (Adjustable trigger arm bracket). Arm bracket colors: Black and Silver.
• Task chair control item. Item number 0005. Task chair control dimension group is F-W (configuration and warehouse). Task chair control configuration: STENO04 (steno lever lock) and STENO22 (steno reflex control).

I have prepared the data and definition files with the above-mentioned items. If you don’t want to repeat the same steps, just download these files and import them to Microsoft Dynamics AX. If you don’t know how to import demo data, read this lesson. During import, you will be asked to overwrite several tables, in this case select all tables and click OK. After the end of process, go to the Item form and make sure that all items are there. Do this in the test environment (test company), because your custom items will be overwritten.

Creating BOM Item

Now, the Product Designer creates the Chair item. To create the Chair item, he or she performs the same steps as when creating an ordinary item: BOM item type.

1. Open the Item form (Inventory Management > Common Forms > Item details).
2. Create a new line.
3. Fill the Item number field with the 0050 value.
4. Fill the Item name field with the Chair value.
5. Item group = Packaging
6. Item type = BOM
7. Go to the General tab.
8. Inventory model group = FIFO
9. Dimensions group = F-W
10. Save the line.

We assume that the company has the following types of chairs: Black and Silver with Standard, Business, and President configurations.
You can ask why the Product Designer creates the Chair item only with the Configuration item dimension (Dimension group = F-W, i.e. Configuration and Warehouse) and without the Color dimension? This is because in Microsoft Dynamics AX, only Configuration dimension of a BOM item can affect the configuration of BOM components. In other words, the Product Designer can’t set up relations between the Chair colors and the Chair component colors.
So, the Product Designer creates the following configuration dimensions: StandardB (Standard + Black), StandardS (Standard + Silver), BusinessB (Business + Black), BusinessS (Business + Silver), PresidentB (President + Black), and PresidentS (President + Silver).
Create these dimensions for the Chairs item in the same way as for the other items:

1. In the Item form, click Setup > Configurations. The Configurations form opens.
2. Create the StandardB (Standard + Black), StandardS (Standard + Silver), BusinessB (Business + Balck), BusinessS (Business + Silver), PresidentB (President + Black), and PresidentS (President + Silver) configurations.
   

   Chair configurations

   
   

   
   
3. Close the Configurations form.

As we can see, there is no difference between the item with the Item item type and the item with BOM item type. The only difference is when the cursor is on the item of the BOM item type, the Route button and the BOM menu button are available in the Item form. As I know, in the new version of Microsoft Dynamics AX, the Item type field will be removed from the Item form.
We create the BOM item but this item doesn’t have the receipt of components. The BOM will be created a bit later.

Creating Sub-BOM Items

The Product Designer decides to create additional BOM items: Chair arm and Substructure. This is because the Chair arms items are produced and stored independently and the Substructure items must be referenced as one item (what for, we will know a bit later).
The Chair arm item will contain the Arm pad and the Arm bracket components.
Substructure will contain the Chair base, Castors, and Task Chair control components.
These BOM items will be used as components of the Chair item and will be called sub-BOMs.
Note: Create a sub-BOM item for BOM components if these components are managed together. Generally, several BOM components need its own level in the BOM if, at a particular stage, the components must be:

• Tracked
• Stored
• Sold

We already know that BOM item should contain only configuration dimension active.
Let’s assume that the Substructure item must have the following configuration dimension: Base, Business, and Lux.
And the Chair arm item must have the following configuration dimension: StandardB (Standard + Black), StandardS (Standard + Silver), ExtendedB (Extended + B), and ExtendedS (Extended + Silver).
In the next chapter, will specify the combination of components + dimensions that must be used for each chair item configuration dimension.
Let’s create sub-BOM items. Sub-BOM item is the ordinary item with the BOM item type:

1. Open the Item form (Inventory management > Common Forms > Item details).
2. Create a new line.
3. Fill the Item number field with the 0010 value.
4. Fill the Item name field with the Chair arm value.
5. Item group = Packaging
6. Item type = BOM
7. Go to the General tab.
8. Inventory model group = FIFO
9. Dimensions group = F-W
10. Save the line.
11. Create configurations.
12. In the Item form, click Setup > Configurations. The Configurations form opens.
13. Create the StandardB (Standard + Black), StandardS (Standard + Silver), ExtendedB (Extended + Black), and ExtendedS (Extended + Silver) configurations.
14. Close the Configurations form.
15. Repeat the same steps for the Substructure item. Item number is 00020, Configuration dimension: Base, Business, and Lux.

I have created data file with the BOM and Sub-BOM items. You can download it here.

Creating BOM

We create the BOM items but these items don’t have the receipt of components. Let’s create the BOM.
As we learned from the previous training lesson, BOM is used to set up materials required for a product. BOM is a list of raw materials, sub-assemblies, intermediate assemblies, sub-components, components, parts and the quantities of each needed to manufacture an end product.
Let’s create a new BOM for the Chair item:

1. Go to the Inventory Management > Common Forms > Bills of materials. The BOM form opens.
2. Create a new line (click CTRL + N).
3. The BOM field will be filled in automatically. It is because the number sequence for BOM is set up. (Inventory Management > Setup > Parameters > Number sequences tab > “BOM” line.)
4. Fill in the BOM for Chair value in the Name field.
5. Select site 2 in the Site field.
6. Save the line (click CTRL + S).

The Product Designer decides to create one BOM for all possible Chair configurations and colors instead of creating separate BOMs for each combination of Chair configuration and color. The Microsoft Dynamics AX allows creating one BOM for all possible configurations with the help of BOM configurations and Item configurations.
The advantage of configurations is that only one BOM item and one BOM is required.
The Product Designer sets up the following lists of components for the Chair item:

• The Standard Chair item must contain the following elements:
  • Back – Cruiser
  • Seat – Round seat
  • Substructure – Base
  • Chair arms – without chair arms
• The Business Chair item must contain the following elements:
  • Back – Cruiser
  • Seat – Round seat
  • Substructure – Business
  • Chair arms – Standard
• The President Chair item must contain the following elements:
  • Back – Bigboy
  • Seat – Grubby seat
  • Substructure – Lux
  • Chair arms – Extended

All these three BOMs must be combined into one. Also, all BOMs must exist in two colors: Black and Silver.
To combine all BOMs in one, the Product Designer decides to create the following BOM configurations: BlackCh, SilverCh, Substruct, and Arms. BOM configurations depend on the BOM item configuration, each BOM configurations can be enabled or disabled.
Let’s create BOM lines for the Chair item.

1. Go to the Inventory Management > Common Forms > Bills of materials. The BOM form opens.
2. Find the BOM for Chair BOM. Click the Lines button. The BOM line form opens.
3. Crete a new line (CTRL + N) for the Black Back component.
4. Fill in 0001 in the Item number field.
5. Select Black in the Color field.
6. Select 22 in the Warehouse field.
7. Set 1 in the Quantity field.
8. Type BlackCh in the Configuration group field. Press the Tab keyboard button.
9. The Create configuration group form opens.
   

   Create configuration group form

   
   

   
   
10. Fill in the BOM configuration description: Black chair. Click OK. The new BlackCh BOM configuration is created. You can find one in the Configuration groups form (Inventory Management > Setup > Bills of materials > Configuration groups).
11. In the BOM line form, go to the General tab and make sure that the Line type field contains the Item value (the BOM field group).
12. Save the line (CTRL + S).
13. Crete a new line (CTRL + N) for the Silver Back component.
14. Fill in 0001 in the Item number field.
15. Select Silver in the Color field.
16. Select 22 in the Warehouse field.
17. Set 1 in the Quantity field.
18. Type SilverCh in the Configuration group field. Press the Tab keyboard button.
19. The Create configuration group form opens.
20. Fill in the BOM configuration description: Silver chair. Click OK. The new BlackCh BOM configuration is created.
21. In the BOM line form, go to the General tab and make sure that the Line type field contains the Item value (the BOM field group).
22. Save the line (CTRL + S).
23. Repeat the same steps for the Seat component.
24. Crete a BOM line for the Chair arm component. Repeat the same steps but fill in Arms in the Configuration group field and 2 in the Quantity field.
25. Crete a BOM line for the Substructure component. Repeat the same steps but fill in Substruct in the Configuration group field.

The BOM line form will have the following view:

Chair components. BOM Line form.

Now the Product Manager must set up how the BOM configuration group depends on the BOM item configuration:

1. Go to the Inventory Management > Common Forms > Item details. The Item form opens.
2. Set the cursor to the 0050 Chair item.
3. Click the Setup > Configurations menu button. The Configuration form opens.
4. Select the StandardB (Standard + Black) configuration and go to the Configuration selection tab. This tab is used for setting up the actual configuration of the BOM Line (components) for the selected BOM item configuration.
5. For the Chair Standard + Black configuration we should set up:
   • Back – Cruiser Black
   • Seat – Round seat Black
   • Substructure – Base
   • Chair arms – without chair arms
6. Create a new line.
7. In the Group field, select the BlackCh configuration group.
8. In the Item number field, select the 0001 (Back) item.
9. In the Configuration field, select the Cruiser item configuration.
10. Save the line.
11. The Product Manager doesn’t create a line for the SilverCh configuration group. So, all BOM lines that belong to the SilverCh group will be excluded from the Chair item with Black configuration.
12. Now, when the Customer purchases the Standard Black chair, the chair will contain the Black Cruiser back. If it is not clear enough, don’t worry as below you can see an example. Let’s continue setting up BOM lines for the StandardB (Standard + Black) configuration.
13. Create a new line.
14. In the Group field, select the BlackCh configuration group.
15. In the Item number field, select the 0002 (Seat) item.
16. In the Configuration field, select the Round item configuration.
17. Save the line.
18. Create a new line.
19. In the Group field, select the Substruct configuration group.
20. In the Item number field, select the 0020 (Substructure) item.
21. In the Configuration field, select the Base item configuration.
22. Save the line.

The Configuration selection tab of the Configuration form will have the following view:

Chair Standard Black configuration

We can see that the 0050 item Standard Black Chair doesn’t have the Arms group on the Configuration selection tab. This is because the Standard Chair configuration doesn’t have the chair arms.
The BOM item configuration is a components combination, such as a chair arms and a back that can be specified for a BOM item during the ordering process.
Set up the remaining chair configuration according to the Product’s Designer list of components for the Chair item.
I recommend that you set up at least one configuration yourself. Then, you can download the file with chair configurations set up.

Checking how it works

Let’s check how the Sales Manager will use the BOM item configurations in a daily work. To do this, we assume that the 1101 customer orders the Standard Black Chair item:

1. Go to the Accounts Receivable > Common Forms > Sales Order Details. The Sales order form opens.
2. Create a new sales order for the 1101 customer.
3. Create a new sales line.
4. In the Item number field, select the Chair item.
5. In the Configuration field, select the StandardB (Standard + Black) configuration.
6. Select site 2 in the Site field.
7. Save the line.
8. To check what components the standard black chair consists of, do the following.
9. In line area of the Sales order form, click the Functions > Explode BOM menu button.
10. The Explode BOM form opens.
    

    Chair components. Explode BOM form.

    
    

We can see that the Chair item doesn’t have any components. This is because Microsoft Dynamics AX doesn’t know that the Chair BOM item uses the BOM for Chair BOM. Let’s set up a reference between the BOM item and the BOM. For this purpose, the BOM versions is used.

1. Go to the Inventory Management > Common Forms > Bills of materials. The BOM form opens.
2. Find the BOM item for Chair BOM.
3. In the Versions area, create a new line (set the cursor to the empty grid and click CTRL + N).
4. Select 0050 (Chair) in the Item number field.
5. Save the line.
6. Approve the version. Click the Approve button in the Versions area.
7. The Approve version form opens. The employee id assigned to your Axapta User will be filled in automatically (is taken from Administration > Users > select current user > User relations button > General tab > Employee field). Click OK.
8. Activate the version. Click the Activate button.

That is all, now the Microsoft Dynamics AX knows that the Chair BOM item uses the BOM for the Chair BOM.
Let’s check what the Explode BOM form will contain now:

1. Go to the Accounts Receivable > Common Forms > Sales Order Details. The Sales order form opens.
2. Find the created sales order.
3. To check what components the standard black chair consists of, click the Functions > Explode BOM menu button in the line area.
4. The Explode BOM form opens.
   

   Black standard chair components. Explode BOM form.

   
   

We can see that the black standard chair consists of:

• Back (0001) – Cruiser Black
• Seat (0002) – Round seat Black
• Substructure (0020) – Base
• Without chair arms

This is what we expected.
If you select the StandardS (Standard + Silver) chair configuration and have set up this configuration, the Explode BOM form will have the following view. If you haven’t set up this configuration, the Explode BOM form will be empty.

Silver standard chair components. Explode BOM form.

Sometimes it is required that the Sales Manager has the possibility to select component dimensions himself. For example, if the Customer orders the chair with Black Back and Silver seat. The Microsoft Dynamics AX can handle this case.

1. Go to the Inventory Management > Common Forms > Item details. The Item form opens.
2. Find the 0050 (Chair) item.
3. Go to the General tab.
4. Select the Configurable check box in the Product configuration group.
5. Save the line.

Let’s check what has changed for the Sales Manager.

1. Go to the Accounts Receivable > Common Forms > Sales Order Details.
2. Find the created sales order.
3. Select the new configuration for the sales order line
4. The Configure item form opens. The Infolog with a warning shows. This is because the 0010 (Chair arm) and 0020 (Substructure) BOM items aren’t associated with BOMs.
5. On the Chair arms record, select the ExtendedB (Extended + Black) configuration.
6. On the Black chair record, select the 0001 (Back) item in the Item number field and Bigboy in the Configuration field.
7. On the Silver chair record, select the 0002 (Seat) item in the Item number field and Grubby in the Configuration field.
8. On the Substructure record, select the Business configuration.
   

   Configure the chair. Configure item form.

   
   

   
   
9. If the Chair configuration with the same settings exists, this configuration will be shown in the bottom grid. Otherwise, the grid is empty. Click OK.
10. Since the chair configuration with the required components configuration doesn’t exist, the Configuration creation form opens.
    

    Create new chair configuration. Configuration creation form.

    
    

    
    
11. Fill in the name for the new configuration in the Configuration field. For example, Test. Click OK.
12. The new chair configuration is created and this configuration is used in the sales line.
    

    Sales order form. New chair configuration.

    
    

    
    
    You can check that the new configuration is created. Go to the Inventory Management > Common Forms > Item details > find the Chair item > Setup > Configurations.
    
    
    

    Chair configurations. Configuration form.

    
    

As you can see, in the Configure item form, we can’t configure more than one item from the configuration group. If you want to select the black bottom and black seat it can’t be done.
Let’s check what components there are in the Customer order:

1. In the line area of the Sales order form, click the Functions > Explode BOM menu button.
2. The Explode BOM form opens.
   

   Chair components. Explode BOM form.

   
   

We can ensure that ordered Chair consist of black back and silver seat.

Creating BOMs for the Chair Arm and Substructure BOM Items

Now, we will create BOMs for the Chair arm and Substructure items. We will do this in the same manner as creating the BOM for the Chair BOM.
The chair arm contains the Arm pads and Arm brackets elements.
The substructure contains the Chair base, Castors, and Task Chair control.
Let’s create the Chair arm and Substructure BOMs:

1. In the BOM form, create a new line (press CTRL + N).
2. The BOM field will be filled in automatically.
3. Fill in the BOM for Chair arm value in the Name field.
4. Select site 2 in the Site field.
5. Save the line (press CTRL + S).
6. Repeat the same steps for the Substructure BOM.

In Microsoft Dynamics AX, we can configure the BOM in two ways:

• In the BOM line form (Inventory Management > Common Forms > Bills of materials > Lines button).
• With the help of the BOM designer (Inventory Management > Common Forms > Bills of materials > Designer button).

Let’s create the list of components with the help of the BOM line form for the BOM for Chair arm:

1. In the BOM form, set the cursor on the BOM for Chair arm.
2. Click the Lines button. The BOM Line form opens.
3. Create the first line for the Arm pad component.
4. In the Item number field, select the 0004 item (Arm pad).
5. In the Color field, select the Black color
6. Select 22 in the Warehouse field.
7. Fill in 1 in the Quantity field.
8. In the Configuration group field fill in the ArmPadB value. Press the Tab keyboard button.
9. The Create configuration group form opens.
10. Fill in the BOM configuration description: Arm pad black. Click OK. The new ArmPadB BOM configuration is created.
11. Go to the General tab and make sure that the Line type field contains the Item value.
12. Save the line.
13. Create the second line for the silver arm pad.
14. In the Item number field, select the 0004 item (Arm pad).
15. In the Color field, select the Silver color
16. Select 22 in the Warehouse field.
17. In the Configuration group field fill in the ArmPadS value. Create new Arm pad silver BOM configuration group.
18. Fill in 1 in the Quantity field.
19. Go to the General tab and make sure that the Line type field contains the Item value.
20. Save the line.
21. Repeat the same steps for the Arm bracket component (BOM configuration groups are ArmBrackB and ArmBrackS)

The BOM line form will have the following view:

Chair arm components. BOM line form.

In the same way, create the list of components with the help of the BOM line form for the Substructure BOM. BOM configuration groups are Chair base, Castor, TaskChair. Note that the BOM for Substructure must contain 4 Castors.
The BOM line form will have the following view:

Substructure components. BOM line form.

Now, we will assign the BOM items to the BOMs with the help of BOM versions.
For the Chair arm BOM item:

1. Go to the Inventory Management > Common Forms > Bills of materials. The BOM form opens.
2. Find the BOM for Chair arm record.
3. In the Versions area, create a new line (set the cursor to the empty grid and press CTRL + N).
4. Select 0010 (Chair arms) in the Item number field.
5. Save the line.
6. Approve the version. Click the Approve button in the Versions area.
7. The Approve version form opens. Employee id assigned to your Axapta User will be filled in automatically (Employee id is taken from Administration > Users > select current user > User relations button > General tab > Employee field). Click OK.
8. Activate the version. Click the Activate button.

Repeat the same steps for the Substructure BOM item.
That is all, now Microsoft Dynamics AX knows that the Chair arms item uses the BOM for Chair arms BOM and Substructure item uses the BOM for Substructure BOM.
You can download the demo file with the resulting data.

Configuring the Chair Arm and Substructure BOM Items

The last thing is setup relations between item configurations and BOM configurations for the Sub-BOM items. We already configure the Chair item.
We have created the following configurations for the Chair Arm and Substructure items:

1. Chair arms: standard and extended in black and silver colors
2. Substructure: Base, Business, and Lux.

But we don’t specify components configurations for BOM item configurations.
Let’s assume the following:

• The Standard Chair arms item must contain the following elements:
  1. Arm pad – AP1 (Flat polyurethane arm pad)
  2. Arm bracket – AAB1 (Adjustable arm bracket)
• The Extended Chair arms item must contain the following elements:
  1. Arm pad – AP2 (“Z” polyurethane arm pad)
  2. Arm bracket – AAB3 (Adjustable trigger arm bracket).
• The Base Substructure item must contain the following elements:
  1. Chair base – Highrise alloy
  2. Castor – Standard
  3. Without Task chair control
• The Business Substructure item must contain the following elements:
  1. Chair base – Highrise alloy
  2. Castor – Standard
  3. Task chair control – STENO04 (steno lever lock)
• The Lux Substructure item must contain the following elements:
  1. Chair base – Alloy base
  2. Castor – Chrome hooded
  3. Task chair control – STENO22 (steno reflex control)

Perform BOM item configuration yourself.

Summary

You can download the demo file with the resulting data.
In this training lesson, we have studied the following:

1. How to create a BOM item. What the difference is between an ordinary item and a BOM item.
2. How to create a BOM.
3. How a BOM can be configured. What an Item configuration and a BOM configuration are.
4. Hot to set up relations between a BOM item and a BOM. What a BOM version is used for.
5. How to create a sales order for the BOM item with specific configuration.
6. Configure a BOM item in a sales order manually.

In the next training session, we will study Routes.


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Anonymous Axaptian    

Production training 1(Introduction (Core Concepts in Production))

Introduction (Core Concepts in Production)

Hi Axaptians!
Today we will learn what the Production module is used for and understand the basic building blocks of production.
Why does the company need to have the Production module? …The answer is for managing and accounting the Production. What is Production? Production is a process of creating products. And, what is a product?
From Wikipedia:
“The noun product is defined as a “thing produced by labor or effort” or the “result of an act or a process”, and stems from the verb produce, from the Latin prōdūce(re) ‘(to) lead or bring forth’.”
So the Production module is used for the following purposes:

• Setting up materials (product structure) and resources (operations) required for a product creation.
• Accounting the product production process (accounting materials and resources required for producing a product).

In Microsoft Dynamics AX 2009, a product is an item of the BOM item type (BOM – Bill of materials). Go to Inventory management > Common Forms > Item details.

Product

Setting Up Materials Required for Product Creation (Product Structure)

Product structure contains the information about the materials that are required for building the product.
Item of the BOM item type (product) must be associated with the Bills of Materials.
From Wikipedia:
“The bill of materials (BOM) is a list of the raw materials, sub-assemblies, intermediate assemblies, sub-components, components, parts and the quantities of each needed to manufacture an end product”.
To view the BOM associated with the item, in the Item form, select necessary item and click the BOM > Lines menu button.

BOM Line form

In our demo data, the 1101 item is associated with the BOM-1101-1-1 BOM. In the BOM line form, we can see the components that are used in order to produce the 1101 item.

Setting Up Resources Required for the Product Creation (Operations)

An operation contains information about the resources that are required for building the product.
An item of the BOM item type must be associated with the Route. A Route defines operations and their sequence required for producing the product. The operation contains information about the working time and the required resources. So, we can say that:

• BOM contains information about the materials required for building the product.
• Route contains information about the working time and the resources required for building the product.

Resources are presented in Microsoft Dynamics AX as work centers. In Microsoft Dynamics AX 2009, a work center can be of the following types:

• Machine
• Tool
• Human
• Operator
• Vendor

To view the Route associated with the item, click the Route button in the Item form.

Route form

In our demo data, the 1101 item is associated with the 1001 Route. In the Route form, we can see the operations (work centers, working time) that are used for producing the 1101 item. We will learn how to understand the information presented in the Route form in the next lesson.
How are the operations and the materials connected?
Each material is manually associated with a specific operation.

1. In the Item form, click the BOM > BOM lines menu button.
2. Go to the General tab and enter the necessary operation in the Oper. No. field.

With the help of the BOM designer, do the following:

1. In the Item form, click the BOM > Designer menu item.
2. Drag and drop product materials to a specific operation.
   

   BOM designer form

   
   

Accounting Product Production Process (accounting materials and resources required for production of a product)

A production order is used for managing the product creation process. It can be created from a sales order.
The production order follows a sequential “production life cycle”. The life cycle reflects the actual steps that are taken to manufacture an item. It begins with the creation of a production order and ends with a finished, manufactured item that is ready for the customer. Each step in the life cycle requires different kinds of information.
When the production order is ended, items that will be consumed are deducted from the inventory, the created product is added to the inventory and the costs of materials and resources are recorded to the general ledger accounts.
We will study the production order life cycle in detail later in the future lesson.

Summary

  In this training lesson we have studied:

1. Production module is use for:
   • Setting up materials (product structure) and resources (operations) required for creating a product
   • Accounting product production process (accounting materials and resources required for producing a product)
2. Product is an Item of the BOM item type.
3. Product is associated with a BOM and a Route.
   • Bills of Material – BOMS
     A Bill of Material or a BOM defines the recipe for making a product. Think of it as a list of ingredients which includes all the sub-assemblies, components, and raw materials required for making a single finished product.
   • Routes and Operations
     A production route defines the process which is used for making a finished product. Sequential steps, or operations, are created which describe the Work Centres involved in the production process and how much time it takes to carry out each operation.
   • Work Centres
     Work Centres represent production resources available to a company for making products. In Microsoft Dynamics AX 2009, a Work Centre can be a Machine, a Tool, a Human Operator, or a Vendor.
4. A Production order is used for managing the product creation process.

In the next training lesson, we will create and set up a new product.

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Anonymous Axaptian    

Production training

Production training


Hi Axaptians
The training is written in a simple manner. It is useful for both the beginners and the advanced Microsoft Dynamics AX users.
The content of the Production training includes the following topics:

1. Introduction (Core Concepts in Production)
2. Bills of Material
3. Work Centres/Resources
4. Routes and Operations
5. Production life cycle includes the following topics:
   • Creating a Production Order
   • Estimating
   • Scheduling
   • Releasing
   • Shipping Components
   • Starting
   • Posting a Job in Shop Floor Control
   • Posting a Job Manually
   • Reporting as Finished
   • Ending
6. Master Planning

Let’s begin.

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Anonymous Axaptian   

Trade and Logistics 18 (Transfer orders)

Transfer orders

Introduction

Hi there! In this training session, we will study how to work with a transfer order in Microsoft Dynamics AX.
The transfer order is used for registering in the system the items that must be moved from one warehouse to another and for managing this process. What is the difference between a transfer journal and a transfer order? With the help of the transfer journal, the Inventory Manager transfers the items from one dimension (warehouse, location, color, etc) to another one instantaneously .The Transfer order is used for managing the transfer process itself – that is all steps of transferring an item from one place to another. (Transfer journals are located under Inventory management > Journals > Item transaction > Transfer.)
Transfer orders are located under Inventory management > Periodic > Transfer orders.
We will study the most complex flow when items must be picked and registered in the system (i.e. we will use the Warehouse Management functionality). I will use this demo data.
Let’s assume that the Inventory Manager wants to move 5 Standard Digital Video Recorder Model 01 (1601) items from warehouse 22 to warehouse 23.

Prerequisite Step

We need to have the Standard Digital Video Recorder Model 01 (1601) items on-hand in the warehouse 22.
You can perform all required purchase steps to have it on-hand (i.e. create a purchase order, arrive items, register items , and post a packing slip and an invoice). For more information, you can read this training lesson.
Or, we can add item on-hand with the help of the counting journal:

1. Go to Inventory management > Journals > Item counting. The Inventory journal form opens.
2. Click the Create new button. The Inventory dimension form opens.
3. Select the Warehouse check box and then click OK. The Journal lines form opens.
4. Create a line with the following values:
   • Item number = 1601
   • Site = 2
   • Warehouse = 22
   • Location = 01-03-01-1 (any location)
   • Pallet = 00000125_114 (you can create a new pallet and use one)
   • Quantity = 50 (the new on-hand quantity)
     
     

     Counting journal lines

     
     

     
     
5. Click the Post button.

The counting journal has been posted. Let’s check the on-hand inventory for the 1601 item:

1. Go to Inventory management > Common Forms > Item details. The Item form opens.
2. Find and select the 1601 item and then click the On-hand button. The On-hand form opens.
   
   

   On-hand form

   
   

   
   
   Note: to view the warehouse, location, and pallet dimensions, click the Dimension display button and then select the corresponding check boxes.

We have added the on-hand for the 1601 item in the warehouse 22, so now we can transfer 5 items from the warehouse 22 to the warehouse 23.

Setup

Where is the item on-hand recorded when it is half way from the warehouse 22 to the warehouse 23? These warehouses don’t have the on-hand for the transported items.
In Microsoft Dynamics AX, the transit warehouse is available for these purposes. When items are half way from one warehouse to another one, they are recorded to the transit warehouse.
In our case, the warehouse 22 must have the transit warehouse. Let’s check:

1. Go to Inventory management > Setup > Inventory breakdown > Warehouses. The Warehouses form opens.
2. Find the warehouse 22 and then go to the General tab.
   
   

   Warehouses form

   
   

   
   
   We can see that the warehouse 22 uses the  warehouse 29 as transit warehouse.

Let’s create a transfer order and analyze generated inventory transactions.

Create Transfer Order

Now, the Inventory Manager will create the transfer order:

1. Go to Inventory management > Periodic > Transfer orders. The Transfer orders form opens.
2. The transfer order consists of the header and lines.
3. Create new line. Fill in the transfer order header with the following values:
   • From warehouse = 22
   • To warehouse = 23
   • Shipment date = today. The Available ship and receipt dates form opens.
     
     

     Available ship and receipt dates form

     
     

     
     
     This is because the transfer order, like a sales order uses the Delivery date control functionality. To get more information about it, read the Create Sales order article. In this training lesson, we will not use the Delivery date control functionality. Click the Disable dlv. date control button in the Available ship and receipt dates form.
   • Receipt date = today.
4. Create a transfer order line with the following values:
   • Item number = 1601
   • Transfer quantity = 5
5. The Transfer orders form will have the following view:
   
   

   Transfer orders form

   
   

   
   

The transfer order has been created. Let’s analyze what inventory transactions have been created. In the Transfer orders form, click Inventory > Transactions. The Transactions form opens.

Transactions form. The transfer order has been created.

We can see the following:

• 5 items are ordered in the warehouse 22 for issue, i.e. they will leave the warehouse 22. The issue status is On order.
• 5 items are ordered in the warehouse 29 for receipt, i.e. they will be delivered to the warehouse 29. The receipt status is Ordered.
• The same time, 5 items are reserved for issue in the warehouse 29. That is 5 ordered items will leave the warehouse 29 and they can’t be used for other purposes.
• 5 items are ordered in the warehouse 23 for receipt, i.e. the items will be delivered to the warehouse 23.

The following picture illustrates these inventory transactions:

Transfer order has been created

Pick Items to Transfer

The transfer order picking process is similar to the sales order picking process. For more information about picking and shipment processes, read this training lesson.
The Inventory Manager creates the output orders:

1. In the lines area of the Transfer order form, click Inventory > Output orders. The Create inventory order form with the item quantity opens. Click OK.
2. The Output order form with the created output order opens.
   
   

   Output order form

The Inventory Manager creates a shipment:

1. Go to Inventory management > Common Forms > Shipments. The Shipment form opens.
2. Create a new line. The Create shipment wizard appears.
3. Click Next on the Welcome page.
4. Select the 100_all shipment template and then click Next on the Identification page.
5. Click Next on the Configuration page.
6. Make sure that the inventory order is available on the Inventory order page. Click Next.
7. Click Finish on the Ready page.
8. The shipment is created:
   
   

   Shipment form, the shipment is created

    

The Inventory Manager creates the picking route (picking instruction):

1. In the Shipment form, click Functions > Activate.
2. The picking route is created. Make sure that the Pick field is set to Activated.

The Warehouse Worker picks the items and registers this information in the system:

1. Go to Inventory management > Common Forms > Picking routes. The Pick form opens.
2. In the Picking route field, select the last picking route number.
3. Click the Create picking pallet button. In the Create picking pallet form, click OK.
4. The Pick form will have the following view:
   
   

   Pick form

   
   

   
   
5. Click the Approve details button. The Approve line form opens.
   
   

   Approve line form

   
   

   
   
6. Click the Pick selected button. Since all picking route quantity is approved, the Deliver picked items form opens.
   
   

   Deliver picked items form

   
   

   
   
7. Click the Deliver items button.

The items are picked and transported to the outbound location.
If we return to the Shipment form, we can see the following results:

Shipment form. The items are transported to the outbound location

We can see that the Pick field is set to Completed and the shipment status is Staged.
The Warehouse Worker performs the last optional step he or she records in the system that the pallets are loaded into the truck.

1. In the Shipment form, click Shipment staging. The Shipment staging form opens.
2. Click Functions > Load. The Handling status is changed to Loaded. Note that no inventory transactions are created or updated. Close the form.
3. In the Shipment form, the Status field value is changed from the Staged to Loaded.

Let’s check the inventory transactions:

1. Go to Inventory management > Common Forms > Item details. The Item form opens.
2. Find the 1601 item and then click the Transactions button. The Transactions on item form opens.
   
   

   Transactions on item form. Transfer order items have been picked

   
   

   
   

Note that the Item form displays all inventory transactions for this item, among them we can see the inventory transactions generated from the counting journal. Don’t take this transaction into account.
We can see the following changes: 5 items are picked from the warehouse 22. The other transactions remain unchanged.
The following picture illustrates these inventory transactions:

Items have been picked

Ship Transfer Order

The Inventory Manager ships the transfer order. It means that the items have been taken from the warehouse 22 and are half way from the warehouse 22 to the warehouse 23.
Let’s ship the transfer order and analyze inventory transactions:

The following picture illustrates these inventory transactions:

The items are transferred from one warehouse to another one

That is all, the items are transferred from one warehouse to another one.

Summary


In this training lesson, we have studied how to set up the transit warehouse and how to work with a transfer order. We also studied the main steps of the transfer flow.
Let’s recall the main steps of the transfer flow, they are as follows:

1. Creating a transfer order
2. Picking items for the transfer order
3. Shipping the transfer order
4. Items arrival and registration  in the destination warehouse
5. Receiving the transfer order

All the best

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Anonymous Axaptian