Course Outline LEAN Manufacturing in Microsoft Dynamics AX TO TRAIN

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1 LEAN Manufacturing in Microsoft Dynamics AX 2012 General Description This course provides students with a detailed overview of the Lean Manufacturing module in Microsoft It provides a description of the main features and processes used to run lean manufacturing and includes detailed labs, scenarios, examples, and demonstrations that range from understanding and configuring different types of, to subcontracting and setting up production flow costing. Outcomes At the end of the course, Describe the core concepts of Lean manufacturing. Create a new production flow version and describe activity relations and constraints, picking activities and costing implications. Define and describe their types including: withdrawal, fixed quantity, event, scheduled and subcontracting. Explain how fixed quantity are used including how to set up rules, review planning processes, and use the Kanban schedule board. Describe how event are used including how to configure rules, set up sales line events, Kanban line events, BOM line events and stock replenishment events. Describe the processes associated with the planned order type Kanban. Define and setup activity based subcontracting. Describe production flow costing including: back flushing, conversion costs, cost reporting to the general ledger, and how production costing is set up for a Kanban job based on subcontracting activity. Define how to set up and configure Kanban quantity calculation policies and how to create quantity calculations to generate and update Kanban TO TRAIN Course Details Course code: Duration: 4 days Starting time: 9am Finishing time: 4.30pm Lunch and refreshments are provided. (some exclusions apply) Booking guidelines Contact our learning consultants on and we will assist you with your booking. Course Outline 80310A Version 2.0 Dec 2012

2 Module 1: Concepts and Overview This module provides the conceptual foundation for an appropriate understanding of the basic concepts in Lean manufacturing, including the structure of the Lean functionality, and the required setup in Microsoft Core Concepts The Value Stream to Production Flows to Simple Production Flow High Level Production Flow Setup and Interconnectivity Lab: No Labs in this module. Explain Lean basic concepts. Explain the Value Stream theory. Describe the production flow concept and how it is used in Microsoft Explain the Kanban concept and how it is used in Microsoft Describe the Simple Production Flow and the High Level Production flow Set up time units. Set up the production flow model and explain the capacity settings. Set up work cells as resource groups. Set up Lean schedule groups. Describe the new inventory breakdown concept for Lean manufacturing in Microsoft Describe standard costing and back flush costing and how they are used in Lean manufacturing in Microsoft Module 2: Production Flows This module explains the purpose of production flows, how to set them up, how they are vital as the foundation for the Lean manufacturing in Microsoft Dynamics AX 2012, and the implications that the production flow has from a costing and inventory point of view. Production Flow Versions Takt and Cycle Times Activities Setup Single Transfer Activity Production Flow Two Activity Production Flow: Process and Transfer Activity Relations Multiple Activity Scenarios Inventory Integration Semi-Finished Costing Implications Lab: Creating a Single Process Activity Production Flow Create a New Resource Group for the Work Cell Steps Create a New Production Flow and Version Steps 1-8 Create a New Production Flow and Version Steps 9-16 Create a Process Activity Steps 1-7 Create a Process Activity Steps 8-12 Activate the Production Flow Version Steps 1-2 Lab: Multiple Activity Production Flow Flow Steps 1-8 Flow Steps 9-20 Flow Steps Create a new production flow version. Set up takt/cycle times. Set up process type activities. Set up single transfer type activities. Set up a two activity production flow containing transfer and process type activities. Define predecessors/successors. Describe activity relations and constraints. Describe picking activities and setup required. Describe semi-finished product and setup required. Describe costing implications. Module 3: Use and Manage This module provides a base level introduction into the various types of and an overview of how they are best used in the Lean manufacturing production environment. Kanban Types Kanban Replenishment Strategies Subcontracting Activities and Manufacturing Lab: No Labs in this module. Describe manufacturing and explain the different ways they can be used to streamline business processes using Microsoft Define withdrawal and explain how they are used to move materials. Describe fixed quantity and how they compare to fixed bin and fixed card Kanban systems.

3 Define event and describe how they can be used to trigger pull events. Describe scheduled and when they should be used. Describe subcontracting scenarios using. Module 4: Fixed Quantity This module explains how to set up and process fixed quantity, including rule setup, job planning, using schedule boards, and processing Kanban jobs. Kanban Job Planning Kanban Printing Kanban Processing - Process Kanban Processing - Transfer Lab: Configure a Fixed Quantity Kanban Rule Kanban Rule for Process Activity Kanban Rule for the Transfer Activity Standard Cost for the Item Lab: Planning a Kanban on the Kanban Board Lab: Kanban Processing on the Kanban Board for Process Lab: Kanban Processing on the Kanban Board for Transfer Describe how fixed quantity are used in Microsoft configure fixed quantity Kanban Review the planning process for a fixed quantity Kanban. Explain how to use the Kanban schedule board in the planning process for fixed quantity. Explain how to use printing pick lists and Kanban cards to signal processes on the shop floor. board for process jobs when using fixed quantity. Describe the processing of fixed quantity. Module 5: Event Since event are only created out of related demand, they belong to the production category of maketo-order" and are created when certain events occur. This module describes these events and how to set up and process event. Sales Line Events Capable to Promise Kanban Line Event BOM Line Event Stock Replenishment Event Lab: Configure an Event Kanban Rule Step by Step: Create and Release New Color Step by Step: Lean Schedule Group Lab: Process a Sales Line Event Step by Step: Produce Quantity Signaled by Kanban Step by Step: View Sales Order Lab: Process a Sales Line Event with CTP Step by Step: Setup Step by Step: Kanban Schedule Board Step by Step: Sales Order Lab: Kanban Line Event Step by Step: Plan the Step by Step: Produce the Step by Step: Transfer the Speaker Set Lab: Set up a BOM Line Event Kanban Rule Step by Step: BOM Step by Step: Production Flow Lab: Process a BOM Line Event Step by Step: Process a BOM Line Event Lab: Set up a Stock Replenishment Event Kanban Rule Step by Step: Item Coverage Settings Lab: Process a Stock Replenishment Step by Step: Shop the Sales Order Step by Step: Plan and Prioritize Kanban Describe how event is used in Microsoft Dynamics AX configure event Kanban rules and the corresponding event types. board for process jobs when you use event. Describe the processing of event Kanban jobs. process a sales line event. process a sales line event with Capable to Promise (CTP). process a Kanban line event. process a BOM line event.

4 process a stock replenishment event. Module 6: Scheduled This module explains the setup of a scheduled Kanban rule and describes Master Planning settings that affect these It also describes how to plan scheduled, including how to work with planned orders, the Supply Overview form, and the scheduled Kanban Process Boards. Planned Orders of Type Kanban Supply Schedule Planning Scheduled Lab: Scheduled Kanban Rule Setup Step by Step: Create and Release New Color Step by Step: Product Family Step by Step: Lean Schedule Group Step by Step: Default Order Settings Lab: Scheduled Kanban Step by Step: Enter Forecast Step by Step: Run Master Planning Step by Step: Review Supply Schedule Step by Step: Plan and Process Describe the behavior of planned orders of type Kanban. Describe the Supply schedule form and the relationship with scheduled. Describe how scheduled are used in Microsoft Dynamics AX configure scheduled Kanban Describe the planning process for a scheduled Kanban. Describe the planning considerations for scheduled. Module 7: Activity Based Subcontracting This module describes how subcontracting can be set up in a Lean production environment to allow manufacturing activities to be performed by outside vendors. Subcontracting Vendor Payments Resource Group/Work Cell Production Flow with Subcontracting Activities Subcontracting as an Alternate Resouce Cost Accounting of Subcontracted Services Lab: Process a Subcontract Activity Tickets for Withdrawal Tickets for Manufacturing Step by Step: Replenish the Kanban Transfer Job Step by Step: Plan the Kanban Step by Step: Start the Kanban Process Step by Step: Release Purchase Orders Step by Step: Complete the Kanban Process Lab: Using an Alternate Subcontractor Tickets for Manufacturing Step by Step: Assign and Plan Alternate Kanban Rule Describe how to set up subcontracting vendor payments. Describe how to configure a resource group/work cell as subcontracted. Describe how activity-based subcontracting is used in Microsoft configure subcontracting activities in production flows. Define how to use alternate process flows with subcontracting activities. board for process jobs for subcontracting activities. Module 8: Production Flow Costing This module explains the costing setup required to work with production flows in Microsoft It also describes how the flows of costs that originate from the transactions are used to process the within these production flows. Backflush Costing Standard Cost Requirement Components for Lean Manufacturing Reporting Production Flow Activities Subcontracting Backflush Costing Lab: Configure Standard Costing in Microsoft Dynamics AX2012

5 Step by Step: Costing Version Setup Step by Step: Cost Group Setup Step by Step: Set up Shared Categories and Cost Categories Step by Step: Select Resource Group Cost Categories Step by Step: Costing Sheet Setup - Part 1 Step by Step: Costing Sheet Setup - Part 2 Step by Step: Product Details Lab: Calculation of Standard Cost Based on a Production Flow Lab: End a Kanban Process Job and Observe Posted Costs Lab: Costing for Subcontracted Activity Step by Step: Create Step by Step: Transfer and Produce Step by Step: Review Subcontracting Costing Before and After Receipt of PO Lab: Perform Periodic Backflush Costing Describe the concept of backflush costing and how it is used in Describe conversion cost for items produced by a Kanban in a production flow. Describe the different calculation methods of standard costs for items produced with a Kanban job. Understand how costs are reported to the general ledger when producing items using Lean process flows. Demonstrate how to view the costing for a Kanban job based on a subcontracted activity. Describe production flow periodic posting using the backflush costing calculation. Kanban Quantity Calculation Policies Calculating Kanban Quantities Lab: Calculating Kanban Quantities Step by Step: Review Kanban Quantity Calculation Policy Step by Step: Kanban Quantity Calculation configure Kanban quantity calculation policies. Describe how to create the Kanban quantity calculation to generate, calculate and update Kanban Module 9: Kanban Quantity Calculations This module explains how to setup, use and process Kanban calculations in order to adjust the Kanban

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