80310: LEAN Manufacturing in Microsoft Dynamics …Authorized Training Silver Learning Authorized...

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Let’s Reach For Excellence! TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC Tel: 08 38245819; 38239761 Email: [email protected] Website: www.tdt-tanduc.com; www.tanducits.com Authorized Training Authorized Training Authorized Training Silver Learning 80310: LEAN Manufacturing in Microsoft Dynamics AX 2012 Duration: 04 days Level: 200 This course provides students with a detailed overview of the Lean Manufacturing module in Microsoft Dynamics AX 2012. 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 Kanbans, to subcontracting and setting up production flow costing.

Transcript of 80310: LEAN Manufacturing in Microsoft Dynamics …Authorized Training Silver Learning Authorized...

Page 1: 80310: LEAN Manufacturing in Microsoft Dynamics …Authorized Training Silver Learning Authorized Training 80310: LEAN Manufacturing in Microsoft Dynamics AX 2012 Duration: 04 days

Let’s Reach For Excellence!

TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC Address: 103 Pasteur, Dist.1, HCMC

Tel: 08 38245819; 38239761

Email: [email protected]

Website: www.tdt-tanduc.com; www.tanducits.com

Authorized Training Authorized Training Authorized Training Silver Learning

80310: LEAN Manufacturing in Microsoft Dynamics AX 2012

Duration: 04 days

Level: 200

This course provides students with a detailed overview of the Lean Manufacturing

module in Microsoft Dynamics AX 2012. 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 Kanbans, to subcontracting and setting up production flow costing.

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AUDIENCE

This course is intended for:

Partners, consultants, presales consultants, and professionals that have a moderate understanding of basic Lean Manufacturing concepts and production processes.

PREREQUISITES

Before attending this course, students must have:

Basic Knowledge of Lean Manufacturing principles and processes.

Knowledge of Microsoft Dynamics AX 2012 Production.

Knowledge of Microsoft Dynamics AX 2012 Trade and Logistics.

AT COURSE COMPLETION

After completing this course, students will be able to:

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 Kanbans and describe their types including: withdrawal, fixed quantity, event, scheduled and subcontracting Kanbans.

Explain how fixed quantity Kanbans are used including how to set up rules, review planning processes, and use the Kanban schedule board.

Describe how event Kanbans 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 rules.

COURSE OUTLINE

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 Dynamics AX 2012.

Lessons

Objectives

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Introduction

Core Concepts

The Value Stream

Introduction to Production Flows

Introduction to Kanbans

Simple Production Flow

High Level Production Flow

Setup and Interconnectivity

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : No Labs in this module.

After completing this module, students will be able to:

Explain Lean basic concepts.

Explain the Value Stream theory.

Describe the production flow concept and how it is used in Microsoft Dynamics AX 2012.

Explain the Kanban concept and how it is used in Microsoft Dynamics AX 2012.

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 Dynamics AX 2012.

Describe standard costing and back flush costing and how they are used in Lean manufacturing in Microsoft Dynamics AX 2012.

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.

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Lessons

Objectives

Introduction

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

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

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

Multiple Activity Production Flow Steps 1-8

Multiple Activity Production Flow Steps 9-20

Multiple Activity Production Flow Steps 21-26

After completing this module, students will be able to:

Create a new production flow version.

Set up takt/cycle times.

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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 Kanbans

This module provides a base level introduction into the various types of Kanbans and an overview

of how they are best used in the Lean manufacturing production environment.

Lessons

Objectives

Introduction

Kanban Types

Kanban Replenishment Strategies

Subcontracting Activities and Manufacturing Kanbans

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : No Labs in this module.

After completing this module, students will be able to:

Describe manufacturing Kanbans and explain the different ways they can be used to streamline business processes using Microsoft Dynamics AX 2012.

Define withdrawal Kanbans and explain how they are used to move materials.

Describe fixed quantity Kanbans and how they compare to fixed bin and fixed card Kanban systems.

Define event Kanbans and describe how they can be used to trigger pull events.

Describe scheduled Kanbans and when they should be used.

Describe subcontracting scenarios using Kanbans.

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Module 4: Fixed Quantity Kanbans

This module explains how to set up and process fixed quantity Kanbans, including rule setup, job

planning, using schedule boards, and processing Kanban jobs.

Lessons

Objectives

Introduction

Kanban Rule Setup

Kanban Job Planning

Kanban Printing

Kanban Processing - Process Jobs

Kanban Processing - Transfer Jobs

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : Configure a Fixed Quantity Kanban Rule

Step by Step: Creating the Kanban Rule for Process Activity

Step by Step: Creating the Kanban Rule for the Transfer Activity

Step by Step: Creating the Standard Cost for the Item

Lab : Planning a Kanban on the Kanban Board

Lab : Kanban Processing on the Kanban Board for Process Jobs

Lab : Kanban Processing on the Kanban Board for Transfer Jobs

After completing this module, students will be able to:

Describe how fixed quantity Kanbans are used in Microsoft Dynamics AX 2012.

Define how to set up and configure fixed quantity Kanban rules.

Review the planning process for a fixed quantity Kanban.

Explain how to use the Kanban schedule board in the planning process for fixed quantity Kanbans.

Explain how to use printing pick lists and Kanban cards to signal processes on the shop floor.

Describe how to use the Kanban board for process jobs when using fixed quantity Kanbans.

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Describe the processing of fixed quantity Kanbans.

Module 5: Event Kanbans

Since event Kanbans are only created out of related demand, they belong to the production

category of “make-to-order" and are created when certain events occur. This module describes

these events and how to set up and process event Kanbans.

Lessons

Objectives

Introduction

Kanban Rule Setup

Sales Line Events

Capable to Promise

Kanban Line Event

BOM Line Event

Stock Replenishment Event

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : Configure an Event Kanban Rule

Step by Step: Create and Release New Color

Step by Step: Lean Schedule Group

Step by Step: Kanban Rule

Lab : Process a Sales Line Event

Step by Step: Enter Sales Order

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

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Lab : Kanban Line Event

Step by Step: Enter Sales Order

Step by Step: Plan the Kanbans

Step by Step: Produce the Kanbans

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

Step by Step: Kanban Rule

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

Step by Step: Kanban Rule

Lab : Process a Stock Replenishment

Step by Step: Enter Sales Order

Step by Step: Shop the Sales Order

Step by Step: Plan and Prioritize Kanban

After completing this module, students will be able to:

Describe how event Kanbans are used in Microsoft Dynamics AX 2012.

Define how to set up and configure event Kanban rules and the corresponding event types.

Describe how to use the Kanban board for process jobs when you use event Kanbans.

Describe the processing of event Kanban jobs.

Demonstrate how to set up and process a sales line event.

Demonstrate how to set up and process a sales line event with Capable to Promise (CTP).

Demonstrate how to set up and process a Kanban line event.

Demonstrate how to set up and process a BOM line event.

Demonstrate how to set up and process a stock replenishment event.

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Module 6: Scheduled Kanbans

This module explains the setup of a scheduled Kanban rule and describes Master Planning settings

that affect these rules. It also describes how to plan scheduled Kanbans, including how to work

with planned orders, the Supply Overview form, and the scheduled Kanban Process Boards.

Lessons

Objectives

Introduction

Planned Orders of Type Kanban

Supply Schedule

Kanban Rule Setup

Planning Scheduled Kanbans

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

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

Step by Step: Kanban Rule

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

After completing this module, students will be able to:

Describe the behavior of planned orders of type Kanban.

Describe the Supply schedule form and the relationship with scheduled Kanbans.

Describe how scheduled Kanbans are used in Microsoft Dynamics AX 2012.

Define how to set up and configure scheduled Kanban rules.

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Describe the planning process for a scheduled Kanban.

Describe the planning considerations for scheduled Kanbans.

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.

Lessons

Objectives

Introduction

Subcontracting Vendor Payments

Resource Group/Work Cell

Production Flow with Subcontracting Activities

Subcontracting as an Alternate Resouce

Cost Accounting of Subcontracted Services

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : Process a Subcontract Activity

Step by Step: Create Kanban Tickets for Withdrawal Kanbans

Step by Step: Create Kanban Tickets for Manufacturing Kanbans

Step by Step: Replenish the Kanban Transfer Job

Step by Step: Plan the Kanban Jobs

Step by Step: Start the Kanban Process Jobs

Step by Step: Release Purchase Orders

Step by Step: Complete the Kanban Process Jobs

Lab : Using an Alternate Subcontractor

Step by Step: Create Kanban Tickets for Manufacturing Kanbans

Step by Step: Assign and Plan Alternate Kanban Rule

After completing this module, students will be able to:

Describe how to set up subcontracting vendor payments.

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Describe how to configure a resource group/work cell as subcontracted.

Describe how activity-based subcontracting is used in Microsoft Dynamics AX 2012.

Define how to set up and configure subcontracting activities in production flows.

Define how to use alternate process flows with subcontracting activities.

Describe how to use the Kanban 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

Dynamics AX 2012. It also describes how the flow of costs that originate from the transactions

are used to process the Kanbans within these production flows.

Lessons

Objectives

Introduction

Backflush Costing

Standard Cost Requirement

Components for Lean Manufacturing

Reporting Production Flow Activities

Subcontracting

Backflush Costing

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : Configure Standard Costing in Microsoft Dynamics AX2012

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

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Lab : End a Kanban Process Job and Observe Posted Costs

Lab : Costing for Subcontracted Activity

Step by Step: Create Kanbans

Step by Step: Transfer and Produce Kanbans

Step by Step: Review Subcontracting Costing Before and After Receipt of PO

Lab : Perform Periodic Backflush Costing

After completing this module, students will be able to:

Describe the concept of backflush costing and how it is used in Dynamics AX 2012.

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.

Module 9: Kanban Quantity Calculations

This module explains how to setup, use and process Kanban calculations in order to adjust the

Kanban rules.

Lessons

Objectives

Introduction

Kanban Quantity Calculation Policies

Calculating Kanban Quantities

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Lab : Calculating Kanban Quantities

Step by Step: Review Kanban Quantity Calculation Policy

Step by Step: Kanban Quantity Calculation

After completing this module, students will be able to:

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Define how to set up and configure Kanban quantity calculation policies.

Describe how to create the Kanban quantity calculation to generate, calculate and update Kanban rules.