Microsoft - Dynamics NAV 2009 Manufacturing

Curriculum

Sample Company Structure

This module gives a detailed overview of the demonstration company (Cronus International Ltd.) and how to use the demonstration data.

After completing this module, students should be able to do the following:

• Provide an overview of the demonstration company, Cronus International.
• Set up the date.
• Change the default profile to Production Planner.

Production Bill of Materials

This module explains the concept and application of bill of materials (BOM). The BOM allows a production planner to determine the type and quantity of components needed to manufacture a specific item. The ability to copy BOM versions and use phantom BOMS, provides greater flexibility in the production process.

After completing this module, students should be able to do the following:

• Understand the structure of the Production Bill of Materials (BOM).
• Use the Production BOM Advanced Features.
• Use Production BOM Reports.

Basic Capacities and Routings

This module examines the setup of capacity in Microsoft Dynamics NAV 2009. The capacity setup can be seen as establishing a model of the production environment.

All the information added in this area is used later when defining routings, as well as when creating capacity journals and reports.

After completing this module, students should be able to do the following:

• Set up capacity.
• Establish Routings.
• Define Routings Advanced Features.
• Generate reports such as creating a capacity journal or a capacity report.
• Create Capacity Reports.

Production Orders

This module examines the purpose of the production order in Microsoft Dynamics NAV 2009. Production orders are used to manage the conversion of purchased materials into manufactured items. Production orders (job or work orders) route work through various facilities (work or machine centers) on the shop floor.

After completing this module, students should be able to do the following:

• Examine the structure and makeup of a production order.
• Review the purpose of a production order.
• Define the five statuses of a production order.
• Create a new production order.
• View the routing and components of a production order.
• Reserve components for a production order.
• Make changes to the production order due date.
• View actual costs against expected costs and the capacity of a production order.
• Make changes to the production order quantity required.
• Make changes to the production order components required.
• Use item substitution for components.
• Make changes to the production order routing.
• Examine the reports printed directly from a production order.
• Access the Production Schedule from a production order.
• Review the standard reports available for production order reporting.
• Review the purpose of the Replan Production Order batch job.
• Examine how the Replan Production Order batch job operates.
• Explain the effects of scheduling a production order with a phantom BOM.
• Calculate a manufacturing batch unit of measure.
• Identify the two methods of changing the status of a production order.

Production Order Processing

This module examines the production order processing from execution to put away in the warehouse. The first part explains material consumption. This can be done either manually or automatically. The automatic methods are forward and backward flushing.

Next, it explains the pick and put away features used in the warehouse.

Finally, this module discusses the use of the Output Journal to track the hours worked and the materials used in production. There are three methods for recording output.

After completing this module, students should be able to do the following:

• Issue components using the Consumption Journal.
• Pick and Put Away items used in manufacturing in Warehouse.
• Record production order output using the Output Journal.
• Register consumption and output from a Production Journal.

Finishing Orders and Auto Reporting

This module examines the finishing of production orders in Microsoft Dynamics NAV 2009. This is the last step in the production execution process. After the production order is finished, the flushing of materials is done either automatically or manually. This module explains the forward and backward flushing methods, and discusses their advantages and disadvantages. Finally, the production posting is done either manually or automatically.

After completing this module, students should be able to do the following:

• Finish Production Orders
• Conduct Automatic Reporting
• Be able to record finished production.

System Setup

This module explains the manufacturing setup and production schedule.

After completing this module, students should be able to do the following:

• Set up the Manufacturing module in Microsoft Dynamics NAV 2009.
• Set up inventory in relation to Manufacturing.
• Understand the purpose of a Stockkeeping Unit Card.

Sales Order Interface and Order Planning

This module covers how to use the sales order planning functionality. It also explains how to make changes to sales orders and how the order planning process works from start to finish.

After completing this module, students should be able to do the following:

• Use the Sales Order Planning Window.
• Make Changes to Production and Sales Orders.
• Define the Order Planning process.

Forecast and MPS

This module goes into detail about production forecasting and explains how to net actual demand to forecasts. Additionally, the Planning Approach is explained, and how to forecast for components and sales items. The module also describes how Master Production Scheduling (MPS) provides input to Multi-Resource Planning (MRP) in Microsoft Dynamics NAV 2009.

After completing this module, students should be able to do the following:

• Explain what the Production Forecast involves.
• Define Netting Actual Demand and Forecast.
• Examine the Planning Approach.
• Explain forecasting sales items and components.
• Describe how MPS output provides input to MRP.

Planning

This module provides an overview of Planning in Microsoft Dynamics NAV 2009. It explains regenerative planning and net change planning of Material Requirements Planning (MRP). The module also defines the Order tracking and action messaging functionality, which are important parts of MRP planning.

After completing this module, students should be able to do the following:

• Obtain a general understanding of Planning.
• Use Regenerative Planning.
• Use Net Change Planning.
• Define Order Tracking and Action Messaging.

Additional Planning Topics

This module examines the use of additional planning concepts such as item variants, inventory locations, and transfers between warehouses. It also shows how to use blanket sales orders in planning and how to use multi-level production orders. Finally, it provides an overview of additional planning tools and reports.

After completing this module, students should be able to do the following:

• Discuss Item Variants
• Use Locations in Planning
• Conduct Transfers between Locations
• Use Blanket Sales Orders in Planning
• Use Multi-level Production Orders
• Provide an Overview of Planning Tools
• Filter the Planning Worksheet
• Refresh the planning line function
• Use Planning Reports

Subcontracting

Subcontracting is a strategic decision in many manufacturing companies. Subcontracting is defined as a vendor performing one or more operational steps in the production process. Subcontracting can either be a rare occurrence or an integral part of all production activities, depending on the company.

This module focuses on the different aspects of the subcontracting process from setting up the subcontractor and routing to the daily work routines in the system connected to using the subcontractor.

After completing this module, students should be able to do the following:

• Set up a Subcontractor.
• Set up Subcontractor Cost by Subcontractor or by Process.
• Set up a Routing with a Subcontractor.
• Process a Production Order with a Subcontractor.
• Determine when a Purchase Order is related to a Production Order.
• Determine the status of Subcontractor Operations on Released Production Orders.

Advanced Capacity

Advanced Capacity examines the capacity setup needed to run production planning with constrained resources. Planning with constrained resources is needed when bottlenecks appear in the production environment.

First, the work center group, work center, and machine hierarchy are set up. Then the connected work calendars are defined. Finally, the use of the capacity journals for capacity planning is described in detail. The capacity planning can be seen as the possibility to make a "shop supervisor overview" for the manager responsible for the production.

After completing this module, students should be able to do the following:

• Define Capacity Resources
• Set up Work Centers and Machine Center Calendars
• Use Capacity Journals for Planning

Shop Loading

Shop Loading refers to the daily shop floor operations. It is important when scheduling in a production environment with limited capacity and bottleneck resources.

This chapter provides an overview of how shop loading is carried out in Microsoft Dynamics NAV. It shows how to perform loading of capacities using the traditional work center or machine center load windows, and how to execute finite loading for constrained resources.

After completing this module, students should be able to do the following:

• Provide an Overview of Shop Loading
• Perform Loading of Capacities
• Execute Finite Loading
• Recognize the Reports Available

Additional Manufacturing Topics

This module contains additional manufacturing topics that are only used in some companies. The first lesson contains a description of the standard task codes feature, which can be used to display additional information on the printed routings on the production floor. Some companies need to report scrap and define planned non-productive operation time; other companies need to reduce lead time by scheduling parallel routings or operate in a multi-level production environment; others again, for example in the pharmaceutical business, need to set up serial and lot numbers to track goods from raw material to end customers.

After completing this module, students should be able to do the following:

• Use Standard Task Codes
• Create Stop Codes
• Create and use Scrap Codes
• Define BOM Scrap and Routing Scrap
• Define Non-Productive Time
• Methods to reduce lead-time
• Use Multi-Level Manufacturing
• Use Business Notification
• List additional features