Course Duration: 4 Days
About This Course
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.
At Course Completion
After completing this course, students will be:
Proficient in manufacturing in Dynamics 365
Prerequisite
Basic manufacturing skills
Dynamics 365 Core skills
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
Summary
After completing this module, students will be able to:
Unified manufacturing
How to configure production control for unified manufacturing
Capacity planning
Interconnectivity between the General ledger and the Production control modules
Production pools
Discrete, lean, and process manufacturing methodologies
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 summary
After completing this module, students will be able to:
Production process statues
Production stages
Bill of Material (BOM)
Resources
Routes and Operations
Discrete manufacturing concepts
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 summary
After completing this module, students will be able to:
Configure parameters, production orders and status
Configure calendars and resources
Configure operations and routes
Configure inventory dimensions in production
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 summary
After completing this module, students will be able to:
Create discrete production orders
Schedule a production order
Process production orders
Control and end production
Understand capacity planning
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 summary
After completing this module, students will be able to:
How to work with the 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 summary
After completing this module, students will be able to:
Identify the roles in manufacturing execution
Process production orders
Understand the process workflows to manage a production
Understand the manufacturing execution
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 summary
After completing this module, students will be able to:
Product configuration end-to-end scenario
The different areas that span the product configuration process
The product configuration model
How to build a product configuration model
The terminology that is important for understanding the concepts and processes
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 summary
After completing this module, students will be able to:
Understand Lean concepts and terminology
Understand Lean manufacturing
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 summary
After completing this module, students will be able to:
Configure value streams
Create Production Flows
Configure lean manufacturing work cells
Configure parameters
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 summary
After completing this module, students will be able to:
How to configure and process Fixed Kanban rules
Kanban rules
Manufacturing Kanbans
Withdrawal Kanbans
Fixed quantity Kanbans
You understood an overview of Kanbans and Kanban types
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
Practice labs
Module summary
After completing this module, students will be able to:
Kanban rules
Manufacturing Kanbans
Withdrawal Kanbans
Create and manage sales line event Kanban
Create and manage BOM line event Kanban
You understand sample scenarios for event kanban processes and different event kanban types
Configure and process event Kanban rules
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 summary
After completing this module, students will be able to:
Configure and work with Manufacturing Kanbans
Configure and work with Withdrawal Kanbans
Configure and work with Create and manage scheduled Kanban
Configure and work with Supply schedule
Configure and work with Kanban quantity calculations
Configure and work with Kanban rules
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 summary
After completing this module, students will be able to:
Configure production scheduling and subcontracting
Designate vendors as subcontractors
Configure production flow costing
Configure activity-based subcontracting
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 summary
After completing this module, students will be able to:
Understand formula management
Understand co-products and by-products
Understand approved vendors
Understand process manufacturing
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 summary
After completing this module, students will be able to:
Identify and configure batch attributes
Understand Lot and Batch Control processes
Configure batch rework
Understand Batch Attributes
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 summary
After completing this module, students will be able to:
Configure product compliance
Configure commodity pricing
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 summary
After completing this module, students will be able to:
Create wave templates for production orders
Direct raw material route operations
Review of how to configure and use mobile devices with process production
Reserve raw materials
Release production orders
Process a production pick
Process a production report as finished
Set up for batch orders
Process batch orders
Review batch orders with potency
Review batch orders with co-products and by-products
Work with locations for finished goods
Input locations for resource consumption
Understand production waves
Module 18: Course Conclusion
Wrap up manufacturing
Lessons
Final assessment
Course summary
- Manufacturing, Production