Overview
This course is designed to build your foundation in Dynamics 365 Supply Chain Management, Manufacturing application knowledge. This course will cover the most important features and functionalities needed for functional consultant role on the manufacturing space.
Prerequisites
Before attending this course, students should have:
- Basic understanding for supply chain management and manufacturing terminology
- Basic understanding of Dynamics 365 finance and operation apps
Course Duration
4 Days
Course Outline
- Core concepts in production control
- Understand unified manufacturing
- Manufacturing principles
- Overview of the production process and production life cycle
- Discrete manufacturing
- Process manufacturing
- Lean manufacturing
- Configure production control for unified manufacturing
- Capacity planning
- Integration between the General ledger and the Production control modules
- IoT intelligence and insights
- Lab – Explore production control
- Discrete manufacturing life cycle
- Master planning and planned production orders
- Bills of materials
- Working with BOM and item configurations
- Create a bill of materials
- Production orders
- Exercise – Create a simple BOM without a version
- Exercise – Create a BOM in the BOM designer
- Exercise – Create a BOM with a version
- Exercise – Create and process a production order
- Configuring inventory dimensions in production
- onfigure product dimensions
- Configure storage dimensions
- Configure tracking dimensions
- General ledger and manufacturing integration
- Production journals
- Set up journal parameters
- Production costs
- Dimension link
- Using production reports
- End production orders
- Inventory posting profiles, item groups, and item model group
- Prerequisite setup in the Production control module
- Production groups
- Production control parameters
- Production pools
- Allocation keys
- Set up calendars and resources
- Set up working time templates
- Create calendars
- Resource capabilities
- Resource groups
- Create operations and operation relations
- Working with simultaneous operations
- Set up route groups and routes
- Route versions
- Copy route
- Route networks
- Working with primary and secondary routes
- Exercise – Configure operations and routes
- Costing versions
- Cost groups
- Calculation groups
- Costing sheets
- BOM calculations
- BOM Measurements
- BOM Reports
- Lab – Analyze BOM costs by using the costing sheet
- Scheduling options
- Split a production order
- Operations scheduling
- Job scheduling
- Scheduling options from the Gantt chart
- Resource scheduling
- Scrap and waste
- Exercise – Start a discrete production order
- Exercise – Run a resource schedule
- Understand the manufacturing executions
- Identify roles in manufacturing execution
- Planning consideration for manufacturing execution
- Configure manufacturing execution
- Control production with manufacturing execution
- Report as finished from the job card device
- Lab – Manufacturing execution
- Elements of a product configuration model
- Expression constraints and table constraints in product configuration models
- Validate and test a product configuration model
- Finalize a model for configuration
- Set up a product configuration model
- Calculations for product configuration models
- Solver strategy for product configuration
- Reuse product configurations
- Release a product configuration model
- Customize a product configuration model
- Exercise – Build and use a product configuration model
- Process manufacturing item types
- Production type setup
- Set up packaging and batch attributes
- Shelf life related setup
- Item model group, product compliance, and approved vendors
- Catch weight
- Transaction adjustments
- Catch weight item handling policy
- Supported scenarios
- Catch weight tags
- Configure approved vendors
- Exercise – Create an approved vendor list
- Exercise – Create and use a partial visibility catch weight item
- Exercise – Use catch weight items
- Formulas, formula lines, and formula versions
- Formula features
- Approve and activate formulas and formula versions
- Use step consumption
- Coproducts
- By-products
- Burden allocation
- Planning items
- Exercise – Create co-products and by-products
- Exercise – Create a new formula with a version from the Released products page
- Exercise – Copy and modify formula versions
- Exercise – Create and update a scalable formula
- Exercise – Create a percentage-based formula
- Exercise – Create a step consumption formula
- Formulas, formula lines, and formula versions
- Formula features
- Approve and activate formulas and formula versions
- Use step consumption
- Coproducts
- By-products
- Burden allocation
- Planning items
- Exercise – Create co-products and by-products
- Exercise – Create a new formula with a version from the Released products page
- Exercise – Copy and modify formula versions
- Exercise – Create and update a scalable formula
- Exercise – Create a percentage-based formula
- Exercise – Create a step consumption formula
- Batch attributes
- Assign and reserve batch attributes
- Products that have an active ingredient
- Ingredient types
- The batch balancing process
- Exercise – Create and assign batch attributes
- Exercise – Record batch attributes at batch creation
- Exercise – Record batch attribute values by using quality orders
- Exercise – Reserve batch attributes on sales orders
- Configure commodity pricing
- Configure product compliance
- Exercise – Set up commodity pricing
- Exercise – Set up pricing calculation
- Exercise – Create price data and update agreements
- Exercise – Product compliance
- Configure parameters
- Create value streams and production flow models
- Create production flows
- Set up production flows
- Exercises – Configure lean manufacturing
- Understand kanban boards
- Configure a fixed kanban rule
- Process a fixed kanban
- Kanban quantity calculations and circulating kanbans
- Exercise – Configure a fixed quantity kanban rule
- Exercise – Fixed kanban job processing
- Configure event kanban rules
- Capable to Promise
- Exercise – Create an event kanban from a sales order
- Exercise – Set up a BOM line event kanban rule
- Configure scheduled kanban rules
- Plan scheduled kanbans
- Exercise – Set up scheduled kanban rules
- Overview of subcontracting and production flow costing
- Subcontracting capabilities
- Subcontracting a vendor
- Subcontracting service
- Transfer activities as subcontracting activities
- Subcontracting as an alternate resource
- Cost accounting of subcontracted services
- Subcontracting cost flow
- Backflush costing
- Products and material in Work in Progress
- Standard cost
- Costing lean manufacturing
- Calculation of standard cost
- Calculate unused quantities
- Calculation of production variances to standard cost
- Ledger entries created from processing a production flow
- Exercise – Set up a default vendor and create a purchase agreement
- Exercise – Create a work cell for subcontracting
- Exercise – Create an activity-based subcontracting rule
- Exercise – Create and schedule kanbans for subcontracting
- Exercise – Process and transfer jobs
- Roles in warehouse management
- Set up warehouse management
- Configure the warehouse layout
- Configure catch weight processing for warehouse management
- Warehouse processes
- Reservation hierarchies
- Lab – Configure warehouse management
- Configure mobile device setup
- Set up and deploy GS1 and QR bar codes
- Configure work type menu items
- Configure mobile app step instructions
- Inbound operations
- Cycle counting
- Transfer orders and replenishment
- Outbound operations
- Warehouse work
- Material handling equipment interface
- Sales order picking and consolidated shipments
- Cluster picking
- Packing and containerization
- Lab – Work with warehouse management
- Production input location
- Production output location
- Staging and order picking
- Release BOM and formula lines to the warehouse
- Cross-docking
- Planned cross docking
- Visibility into material exceptions
- Lab – Work with warehouse management in manufacturing
- Master planning considerations and setup
- Master planning parameters page
- Create a master plan
- Demand forecasting
- Coverage settings
- Action messages
- Configure intercompany planning
- Run plans and firm planned orders
- Set up and use the Supply schedule page
- Exercise – Firm a planned order
- Exercise – Change a planned order type
- Exercise – Create and run an intercompany master plan
- Install the Planning Optimization Add-in
- Integration and fit analysis
- Apply filters to a plan
- Master planning with demand forecasts
- Planning optimization support for capability-based resource allocation
- Priority-based planning
- Master planning and purchase trade agreements
- Safety margins
- Coverage time fences
- Approved planned orders
- Generate planned production orders
- Analyze and approve planned orders
- Auto-firming
- Planning with negative on-hand quantities
- View history and planning logs
- Cancel a planning job
- Exercise – Set up purchase trade agreements for Planning Optimization
- Exercise – Approve a planned order
