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Microsoft Dynamics AX 4.0 Bill of Materials

Course 8635: Two days; Instructor-Led

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Introduction Introduction
Audience Audience
At Course Completion At Course Completion
Prerequisites Prerequisites
Microsoft Certified Professional Exams Microsoft Certified Professional Exams
Course Materials Course Materials
Course Outline Course Outline
Take This Training Take This Training

Introduction

This two-day instructor-led course provides students with the knowledge and skills to work with Bills of Material in a non-production environment.


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Audience

This course is intended for Partners, customers, and Microsoft team members with moderate to extensive knowledge of Bill of Material functionality in a Trade & Logistics environment.


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At Course Completion

After completing this course, students will be able to:

Describe Microsoft Dynamics AX 4.0 Bill of Materials concepts, forms, and functionality

Outline the standard BOM creation processes

Create and edit simple BOMs

Explain the concepts, purposes, and processes of BOM versions

Describe and create quantity-dependent BOMs

Explain the purpose and use of BOM and Item configurations

Outline the BOM calculation structure, including its set up and processing

Create sales orders from configurable BOMs

Set up and describe constant and variable scrap on the BOM

Explain and set up measurement configuration on the BOM

Outline the purpose and process of reporting a BOM as finished

Describe standard Microsoft Dynamics AX 4.0 BOM reports

Change and check BOMs

Sort BOM lines


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Prerequisites

Before attending this course, students must have:

Introduction to Microsoft Dynamics AX 4.0.

Microsoft Dynamics AX 4.0 Trade & Logistics Series I & II


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Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.


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Course Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.


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Course Outline

Chapter 1: Bill of Materials Overview

This chapter provides an overview of the Microsoft Dynamics AX 4.0 Bill of Materials functionality. This will cover concepts, different forms used, and the standard BOM process.

Lessons

General Overview

BOM Relationships

Bill of Material Concepts

Features of BOMs in Microsoft Dynamics AX 4.0

BOM Levels

BOM Lines

Bill of Material Form Overview

Item Form

BOM Form

BOM Line Form

BOM Designer Form

Bill of Material Creation Process

Test Your Knowledge

Bill of Materials Overview

After completing this module, students will be able to:

Describe the Microsoft Dynamics AX 4.0 Bill of Material

Explain the concepts of BOMs in Microsoft Dynamics AX 4.0

Describe the different BOM forms

Describe the standard BOM creation process

Chapter 2: Create Simple BOMs

This chapter explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM Designer.

Lessons

Create BOMs in the BOM form

Create and Edit BOMs in the BOM Designer

Using the BOM Designer from the BOM Form

Editing BOMs using the BOM Designer

Deleting BOM Component Lines in the BOM Designer

Procedures

Create BOMs in the BOM Form

Create a BOM using the BOM Designer from the BOM Form

Labs

Create a BOM without a Version

Create a BOM using the BOM Designer

After completing this module, students will be able to:

Create simple BOMs using the BOM form

Create and edit BOMs using the BOM Designer

Chapter 3: BOM 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 using other version-related functionality.

Lessons

BOM Versions Overview

Version Control Methods

Active and Inactive Version Control

Date and Quantity Version Control

Create BOMs from the Item Form

Activate BOM Versions

Copy BOM Versions

Copying BOM Versions

Change a BOM Version

BOM Versions and the BOM Form

Create and Edit BOMs using the BOM Designer

Using the BOM Designer from the Item Form

Quantity Dependent BOMs

Version-related Functionality

Validity Dates of BOM Lines

Sub-BOMs

Procedures

Create BOMs from the Item Form

Copy BOMs for a New BOM Item

Copy BOMs for an Existing BOM Item

Change a BOM Version

Create a BOM using the BOM Form

Link Versions to a BOM

Create a BOM using the BOM Designer from the Item Form

Specify Validity Dates

Specify Sub-BOMs

Demonstrations

Create and Verify a Quantity Dependent BOM

Test Your Knowledge

BOM Versions

Labs

Create a BOM with a Version

Create a BOM using the BOM Form

Create a BOM using the BOM Designer

After completing this module, students will be able to:

Describe the concept and purpose of BOM versions

Create BOMs from the Item form

Activate BOM versions

Copy BOM versions

Change BOM versions

Use the BOM form to assign and create BOM versions

Create and edit BOMs using the BOM Designer

Describe and create a quantity dependent BOM

Define other version-related functionality:

Validity dates of BOM lines

Sub-BOMs

Chapter 4: BOM Configurations

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

Lessons

BOM Configurations

Configuration Groups

Creating Configuration Groups

Multiple Configuration Groups

Configuration Route

Configuration Rules

BOM Configuration Summary

Item Configuration

Item Configuration Setup Prerequisites

Procedures

Create a Configuration Group

Using the Create Configuration Group Function

Create a Configuration Route

Create a Configuration Rule

Demonstrations

Assigning Items and Configuration Groups

Set up a BOM Item with Configurations

Test Your Knowledge

BOM Configurations

Labs

Create and Use Configuration Groups

Create Configuration Routes

Create Configuration Rules

Add Item Configurations

After completing this module, students will be able to:

Describe the purpose, use, and set up of the following BOM configurations:

Configuration groups

Configuration routes

Configuration rules

Describe, set up, and use Item configurations

Chapter 5: BOM Calculations

This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 4.0, in addition to the use and set up of Cost groups, Profit settings, and Calculation groups. Running and viewing BOM calculations, including cost and sales price calculations is also addressed. Finally, exclusions to BOM calculations are discussed.

Lessons

BOM Calculation Structure

Cost Groups, Profit Settings, and Calculation Groups

Cost Groups

Profit Settings

Using the Cost Group Wizard

Calculation Groups

BOM Calculation Form

Functional Differences

BOM Calculation Form Buttons

View BOM Calculations

Summary Function

Complete Function

Cost and Sales Price Calculations

Set up Cost and Sales Price Calculations

Functional Differences

Exclude BOMs and BOM Lines from Calculation

Exclude BOMs from Calculation

Exclude BOM Lines from Calculation

Procedures

Create a Cost Group

Create a Profit Setting

Create Cost Groups and Profit Settings with the Cost Group Wizard

Set up Calculation Groups

Assign a Default Calculation Group

Assign Calculation Groups to Items

Exclude BOMs from Calculation

Exclude BOM Lines from Calculation

Demonstrations

View BOM Calculations

Run BOM Calculation from the Periodic Folder

Test Your Knowledge

BOM Calculations

Labs

Create a Cost Group with Profit Settings

Create a Calculation Group

Run BOM Calculations and Compare Results

After completing this module, students will be able to:

Explain the BOM calculation structure

Describe and set up Cost groups, Profit settings, and Calculation groups

Explain the BOM calculation form

View BOM calculations by using the Summary and Complete functions

Run and review cost and sales price calculations

Explain BOM calculation exclusions

Chapter 6: Sales Orders and BOMs

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

Lessons

Configurable BOMs and Sales Orders

Viewing BOMs on a Sales Order

View BOMs using the Composed of - Tree Form

Designer Tab

Setup Tab

Changing BOM Components from the Sales Order

Explode a BOM from a Sales Order

Calculate BOMs from a Sales Order

Transfer BOM Calculation Prices and Quantities

Transfer Quantities

Procedures

Exploding a BOM from a Sales Order

Demonstrations

Using Configurable BOMs on Sales Orders

Change the BOM Structure View

BOM Calculation from a Sales Order

Test Your Knowledge

Sales Orders and BOMs

Labs

Use Configurable BOMs on a Sales Order

BOM Calculation from a Sales Order

After completing this module, students will be able to:

Create a sales order 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

Chapter 7: Scrap and Measurement

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

Lessons

BOM Scrap

Specifying Scrap

Scrap Setting on the BOM

Scrap and Calculation

BOM Measurement

Setting up Measurement Configuration

Rounding-up

Measurement Settings

Measurement Conversion Factors

Procedures

Set Scrap on the BOM

Run a Calculation for Scrap

Set the Consumption Calculation

Set Rounding-up Options

Set up Measurement

Set up a Calculation Measurement on a BOM

Test Your Knowledge

BOM Scrap and Measurement

Labs

Add BOM Scrap and Run Calculations

Set up and Calculate BOM Measurement

After completing this module, students will be able to:

Describe and set up scrap parameters:

Constant and variable scrap on the BOM

BOM calculations using scrap

Explain and set up measurement configurations:

Consumption calculation

Rounding-up

Measurement dimensions

Conversion factors

BOM calculations using measurements

Chapter 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 4.0.

Lessons

Report a BOM as Finished

Maximum Reported as Finished

Sub-BOMs

Report as Finished Process

From the Periodic Folder

From the Item Form

From the BOM Journal

Procedures

Run the Report as Finished Periodic Activity

Report a BOM Item as Finished from the Item Form

Report a BOM Item as Finished from the BOM Journal

Review and Post Reported as Finished BOM Items

Test Your Knowledge

Reporting a BOM as Finished

Labs

Report a BOM as Finished

After completing this module, students will be able to:

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

Item form

BOM journal

Chapter 9: Reports and Other BOM Functionality

This chapter describes the standard BOM reports in Microsoft Dynamics AX 4.0 and other BOM functionality including changing and checking BOMs, and sorting BOM lines.

Lessons

Standard BOM Reports

Lines Report

Where-used Report

Where-used Inquiry from the Item Form

Where-used on BOM Lines

BOM Calculation Report

Other BOM Functionality

Changing BOMs

Checking BOMs

Sorting BOM Lines

Procedures

Automatic Checking of BOMs

Manual BOM Checks

Sort BOM Lines using the Sorting Function

Sort BOM Lines using the Standard Sorting Function

Demonstrations

Generate the Lines Report

Generate the Where-used Report

Run the Where-used Inquiry from the item Form

Generate the BOM Calculation Report

Change a BOM using the Change BOM Item Batch Job

Test Your Knowledge

Reports and Other BOM Functionality

Labs

Change a BOM

Run a Manual BOM Check

Set up and Run an Automatic BOM Check

After completing this module, students will be able to:

Describe standard Microsoft Dynamics AX 4.0 reports:

Lines

Where-used

BOM calculations

Describe other BOM functionality:

Changing and Checking BOMs

Sorting BOM lines




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