Microsoft Dynamics 365 Supply Chain Management, Manufacturing
This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production
Description
This course discusses manufacturing in the Dynamics 365 suite of apps: discrete manufacturing, lean manufacturing, and production
Audience profile
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Course Outline
Module 1: Get Started with Production Control
This module explains the concepts used in the Production control module in Finance and Operations.
Lessons
- Introduction
- Compare discrete, lean and process manufacturing
- Configure production control for unified manufacturing
- Understand capacity planning
- General ledger and production control module
- Practice labs
Module 2: Get Started with Discrete Manufacturing
Even though each legal entity's manufacturing processes are unique, depending on the nature of the production environment, the core conceptual elements that are used in the Production control module are frequently very similar.
Lessons
- Introduction
- Understand the discrete production process statuses
- Understand the bill of materials
- Working with BOM and item configurations
- Create bill of materials
- Production orders
- Practice Labs
Module 3: Configure Discrete Manufacturing
Before you can work in the Production control module, and create production orders, you must set up production parameters. The parameters you select have direct impact on the production order and the production life cycle. You can set the parameters by company or by site, which determines whether Dynamics 365 for Finance and Operations uses the company-level parameters or the site-specific parameters. Parameters, Production Orders and Life Cycle reviews how these parameters are defined, how journal names are used, how production orders are created, and the ways in which they are processed through manufacturing based on their status and the production life cycle. This lesson explains how to configure Discrete manufacturing in Finance and Operations.
Lessons
- Introduction
- Prepare general ledger for production
- Configure production control parameters
- Configure calendar and resources
- Configure operations and routes
- Practice lab
Module 4: Create and Complete Production Orders
The life cycle of a production order reflects the actual steps that are taken to manufacture a product. It begins with the creation of a production order and ends with a finished, manufactured product that is ready for the customer. The production order is assigned a status that reflects where it is in the production life cycle. This module reviews the Release, Start, Report as finished, and End stages in the production life cycle in the order in which they are conducted. Release, Start, and Report as finished are considered part of production control
Lessons
- Introduction
- Capacity planning, scheduling, and subcontracting
- Scrap and waste
- Practice Labs
Module 5: Work with Cost Sheeting
This module describes how to set up a costing sheet that includes material and manufacturing, and how the setup affects the BOM calculation results. Let’s learn how to configure and manage costing sheet in Finance and Operations.
Lessons
- Introduction
- Understand the costing sheet
- BOM calculation and analyze costing sheet
Module 6: Use Manufacturing Execution
Manufacturing execution is primarily intended to be used by manufacturing companies. Workers can register time and item consumption on production jobs and project activities using the Job registration form. All registrations are approved and subsequently transferred to the relevant Dynamics 365 for Finance and Operations modules. Continuous approval and transfer of registrations give managers the ability to easily track actual costs on production orders.
Lessons
- Introduction
- Understand the manufacturing executions
- Identify roles
- Planning considerations
- Configure manufacturing execution
- Control production
- Practice Labs
Module 7: Get Started with Product Configuration
Product configuration is a constraint-based product configuration tool that uses the Microsoft Solver Foundation (MSF) product technology that is designed for modeling and constraint solving. You can use product configuration to create and maintain product configuration models, and to reuse components and attribute types. Attributes, constraints, subcomponents, user requirements, Bill of Material (BOM) lines, and route operations are implicitly reused when you reuse a component. Components can also reuse table constraint definitions. This module explains how to get started with product configurator in Finance and Operations.
Lessons
- Introduction
- Understand the product configuration model
- Build a product configuration model
- Practice Labs
Module 8: Get Started with Lean Manufacturing
This topic explains how to get started with the Lean manufacturing in Finance and Operations.
Lessons
- Introduction
- Concepts and terminology
Module 9: Configure Lean Manufacturing
This topic explains how to configure Lean manufacturing in Finance and Operations. A Lean manufacturing scenario is usually more than an accumulation of unrelated Kanban rules or material-supply policies. The flow of material and products throughout work cells and locations for a specific production or supply scenario can be described as a sequence or small network of process or transfer activities, called a production flow. The activity-based production flows are introduced in Finance and Operations to establish a production and cost context for various Kanban scenarios. All Kanban rules are directly connected to this pre-defined structure. The activity-based model allows users to set up a wider range of scenarios than supported by previous versions of Lean manufacturing for Finance and Operations, without adding complexity for the shop floor workers because all scenarios use the same activity-based user interface.
Lessons
- Introduction
- Configure parameters
- Create value streams and production flow models
- Create production flows
- Practice Labs
Module 10: Create and Process Fixed Kanban Rules
In Dynamics 365 for Finance and Operations, a Kanban is implemented as a framework to plan, track, and process based on Pull signals. A Kanban is an essential part of a pull system of supply, which is a critical element of Lean production/supply. When a Kanban has been consumed, it should be passed (triggered) to the source of supply to replenish it. This source of supply is defined through the production flow activities to which the Kanban is linked. Kanban rules in Finance and Operations are tied to production flows as the foundation that defines the activities of a Kanban. Kanban rules can be set up to support a variety of make-to-stock and make-to-order scenarios.
Lessons
- Introduction
- Kanban boards
- Configure a fixed Kanban rule
- Process fixed Kanbans
- Practice Labs
Module 11: Create and Process Event Kanban Rules
In this module we discuss the event kanbans and different ways to trigger them.
Lessons
- Introduction
- Configure event Kanban rules
- Configure sales, Kanban, stock replenishment and BOM line events
- labs
Module 12: Create and Process Scheduled Kanban Rules
The planned orders of type Kanban are created based on the Kanban rule and follow the standard Master Planning logic and horizons. Master Planning item coverage settings determine how the planned orders are created and whether they are automatically or manually firmed. In this module we discuss the scheduled kanbans in Dynamics 365 for Finance and Operations.
Lessons
- Introduction
- Configure scheduled Kanban rules
- Understand Kanban quantity calculations and circulation Kanbans
- Practice labs
Module 13: Configure Activity-Based Subcontracting and Production Flow Costing
The basic principle of a production flow does not change when activities are subcontracted using Finance and Operations; material still flows between locations, process activities convert material to products, and transfer activities move material or products from one location to another. In Dynamics 365 for Finance and Operations, there are two approaches for subcontracting: production orders and Lean manufacturing. The first approach models the subcontracting work as a service that is related to an activity of a production flow. A cost group type, direct outsourcing, is required to be configured, so that the subcontracting services are not as part of a BOM. The cost accounting of subcontracted work is completely integrated in the new costing for manufacturing in Microsoft Dynamics 365 for Finance and Operations.
Lessons
- Introduction
- Configure activity-based subcontracting
- Understand production flow costing
- Practice labs
Module 14: Get Started with Process Manufacturing
This topic explains how to get started with process manufacturing in Finance and Operations.
Lessons
- Introduction
- Understand process manufacturing
- Understand formula management
- Understand co-products and by-products
- Configure approved vendors
- Practice labs
Module 15: Identify and Configure Batch Attributes for Process Manufacturing
This topic explains how to configure batch attributes in Finance and Operations.
Lessons
- Introduction
- Identify and configure batch attributes
- Create and configure catch weight items
- Setup potency management
- Practice labs
Module 16: Configure Commodity Pricing and Product Compliance
This topic explains how to work with commodity pricing, and compliance in Finance and Operations.
Lessons
- Introduction
- Configure commodity pricing
- Configure product compliance
- Practice labs
Module 17: Use Warehouse Management for Manufacturing
The objectives of this module are to review the interaction between manufacturing and warehouse reservations, review setup of item model groups to utilize manufacturing and warehousing and discuss the rules related to the reservation of items using both process manufacturing and warehousing.
Lessons
- Introduction
- Prepare warehouse management for manufacturing
- Use warehouse management for manufacturing
Module 18: Course Conclusion
Wrap up manufacturing
Lessons
- Final assessment
- Course summary
Prerequisites
This course is intended for Power Users, Technical students, Administrators and Developers. Although not compulsory, it is recommended that students attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’