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TRANSCRIPT
MICROSOFT DYNAMICS® AX 2012
R2
MAKE TO STOCK –SIMPLE
DEMO SCRIPT
December 2012
Version 1.0.0
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Contents
Introduction .......................................................................................................... 3
Audience ................................................................................................................ 3
Scenario .................................................................................................................. 3
Before you begin................................................................................................. 4
Update data for a time registration worker .............................................. 7
Overview ................................................................................................................ 8
Demo: Make to stock ........................................................................................ 9
Demo: Manufacturing execution ................................................................ 12
Demo: Quote to cash ...................................................................................... 15
Conclusion ........................................................................................................... 18
Disclaimer 19
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INTRODUCTION
This document is a demonstration examining how Microsoft Dynamics AX 2012 R2 supports a simple
make-to-stock scenario. The primary objective of the demo scripts is to provide the user with an overview
of make to stock in a discrete manufacturing make-to-stock company.
AUDIENCE
The scripts in this document should be used to demonstrate the value of Microsoft Dynamics AX 2012 R2
and how the solution supports a make-to stock-scenario to a business decision maker (BDM). The
executives that you present to will find value in this script if they are challenged by completing the
following tasks:
Generate demand for products based on forecasts.
Generate planned production orders and planned purchase orders.
Release production orders to the shop floor for execution.
Generate sales quotations and sales orders.
Generate invoice payment settlement.
SCENARIO
This script walks through the following Microsoft Dynamics AX 2012 modules:
- Inventory and warehouse management
- Production control
- Master planning
- Procurement and sourcing
- Accounts payable
- Sales and marketing
- Accounts receivable
DEMO PRESET CONFIGURATION: This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM Virtual Machine (VM),
released in December 2012. Make sure that the VM is up and running and that you have logged on. The
script addresses key pain points and challenges that different roles might face. However the demo can be
completed as the system administrator.
Domain: CONTOSO
User: Administrator
Password: pass@word1
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BEFORE YOU BEGIN
Before you begin, please add the following to your environment in the demo data set and
company Contoso USMF:
1. Click Human resources > Common > Workers >
Workers.
2. On the Workers list page, find and select Shannon
Dasher (Personnel number 000018).
3. On the Time registration tab, click Activate on
registration terminals to open the Create time
registration worker form.
Note
The Activate on registration terminals button is
available only if you are working in the
company that the worker is employed in.
4. The Active check box is selected by default. This
indicates that the worker has been activated as a
time registration worker.
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5. In the Activation date field, select today’s date.
6. In the Calculation group field, select Man.
7. In the Default calculation group , select Man.
8. In the Approval group field, select AdmMan.
9. In the Standard profile field, select the work time
profile Day that is used to calculate time and pay
for the worker when the user doesn’t make any
registrations.
10. Right-click, and then select View details.
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11. In the Pay agreement field, select Man.
12. In the Period code field, select the EmpWeekly pay
period that is used when the worker's pay is
calculated.
13. In the Profile group field, select Man. Profile groups
contain one or more work time profiles that can be
applied when a worker makes clock-in and clock-
out registrations. The profile that you select
depends on the date or the time of day that the
worker makes a clock-in registration. For example,
the worker may work during a day shift or a night
shift.
14. Select the New bundle check box to stop the
worker's active jobs when he or she starts a new
job. If you clear the check box, new jobs are
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bundled with the jobs that the worker previously
started, but that have not yet been stopped or
completed. The New bundle check box relates to
job bundling. If you use job bundling, a worker can
start multiple jobs at the same time in the Job
registration form in Production control. If multiple
jobs are started at the same time, but they are not
completed at the same time, the job bundling
functionality calculates the time that is spent on
each job.
15. In the Category field, select the cost category Car
Audio that is used when the worker makes
registrations for projects and project activities.
16. Select the Use timecard check box to allow the
worker to make registrations on the electronic
timecard in Time and attendance.
17. In the Configuration field, select the Default
registration form that is displayed when the worker
logs on to the Job registration form in Production
control.
UPDATE DATA FOR A TIME REGISTRATION WORKER
Use this procedure to update data for a worker who has been activated as a time registration worker.
1. Click Human resources > Common > Workers >
Time registration workers.
2. Select Shannon Dasher (Personnel number 000018),
and then click Employment and the Time registration
tab.
3. Press Edit in the Maintain Action pane, and enter
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the badge ID 987 in the Badge ID field.
OVERVIEW
The company that will be used for the make-to-stock scenario is Contoso USMF. Contoso USMF
produces the following products:
The following picture shows how the products are manufactured and distributed within USMF.
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The will use the following product:
- Standard Speaker (Product D0003)
DEMO: MAKE TO STOCK
Scenario and background:
Eduardo is the production planner of Contoso Manufacturing; he is in charge of creating the sales forecast for the
audio products the company makes. Based on the forecasted sales and the current inventory on-hand, he runs
master planning for materials and capacity requirements for the coming six months. He firms the planned purchase
and production orders created. After raw materials are purchased and arrive at the warehouse, the production
orders are released so the machine operator on the shop floor can perform the operations. When all operations are
finished, the audio products are transported and stocked on pallets in the warehouse. Susan, the sales clerk, is
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responsible for keying in orders. A customer calls to order a mid-range loud speaker; therefore Susan creates a
sales order with the required quantity. Finally, the sales order is invoiced and paid.
1. Log on as Eduardo (Domain:
Contoso, User: Eduardo,
Password: pass@word1).
2. Select company USMF.
3. Open Inventory and warehouse management
> Periodic > Forecast > Entry > Item groups
3) Select Audio item group, and then click Demand.
NOTE: The Audio item group contains the following
prouducts :
- Mid-Range Speaker (D0001)
- Standard Speaker (Product D0003)
- High End Speaker (Product D0004)
- Mid-Range Speaker 2 (L0001)
- Acoustic Foam Panel (Product P0001)
- Speaker cable (T0001)
5) Create a new record by using the following
values:
Model: CurrenF
Date: Today + 2 month
Item number: D0003
Quantity: 200
6) Close the Demand forecast form.
7) Close the Item group forecast form.
8) Open Master Planning > Periodic > Master
scheduling.
Ensure that Plan is set to Static plan.
Filter for D0003.
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9) Click OK.
This step may take some time.
10) Go to Master planning > Common > Planned
orders.
Ensure that Plan is set to Static plan.
11) Filter for D0003.
12) Select the line with the quantity as 200 (the
demand you forecasted).
13) On the Action Pane, click View > Requirements
> Explosion.
1. In the Explosion form, on the Action Pane,
click Planned orders.
2. Check all planned orders.
3. On the Action Pane, clickPlanned order >
Process > Firm.
4. Click OK to firm the planned orders.
5. Close the Planned orders form.
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6. Select Released production order Quantity
200.
7. Open Production Control > Common >
Production orders > All production orders.
8. Job schedule the order.
9. Close the form.
1. Go to Production Control > Common >
Production orders > All production orders.
2. Find scheduled production orders for items
D0003 and Quantity 200.
3. On the Action Pane, click Production order >
Process > Release.
4. Click OK.
DEMO: MANUFACTURING EXECUTION
After raw materials are purchased and arrive at the warehouse, the production orders are released so the machine
operator on the shop floor can perform the operations. When all operations are finished, the audio products are
transported and stocked on pallets in the warehouse.
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1. Log on as Shannon (Domain:
Contoso, User: Shannon,
Password: pass@word1).
2. Go to Production Control > Periodic >
Manufacturing execution > Job registration.
3. Set Configuration as Default.
4. Click OK.
5. Select Production unit 120.
6. Select Resource 1212.
7. Click the Open resource button.
8. In the Job registration, enter Employee number
as 987 (Shannon Dasher), and then click Log in.
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9. In the Start quantity field specify 200.
10. Click Start jobs.
11. In the Job registration, enter Employee number
= 987.
12. Click Log in.
13. Click Feedback.
14. Enter Good Quantity 200.
15. Set Status = Completed.
16. Click OK.
Repeat step 7-16 for resources 1221, 1221 and
1222.
NOTE: 1221 cannot have a start quantity as it’s
second operation.
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17. Go to Production Control > Common >
Production orders.
18. Find production order for item D0003 where the
quantity is 200.
19. In the Action Pane, click Process, and then click
End. Make sure Report as finished is cleared. The
production has already been reported as
finished.
20. Click OK.
DEMO: QUOTE TO CASH
1. Go to Sales and marketing > Common > Sales
quotations > All quotations.
2. On the Action Pane, click Quotation, click New,
and then click Sales quotation.
3. In the Create quotation form, set Account type
as Customer.
4. Select customer account = US-005 (Contoso
Retail Seattle).
5. Click OK.
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6. In the sales quotation lines view, set the Item
number to D0003.
7. Set Quantity to 200.
8. In the line details, select the Delivery tab, set
Requested receipt date to today's date plus one
month.
Set Requested ship date to today's date plus
one month.
9. In the Sales quotation form, on the Action Pane,
click Quotation, click Generate, and then click
Send quotation.
10. Click OK.
11. Click Close to close the infolog.
12. Go to Sales and marketing > Common > Sales
quotations > All quotations.
13. Find the sent quotation to customer US-005
(Contoso Retail Seattle) for item D0003.
14. On the Action Pane, click Follow up, click
Generate, and then click Confirm.
15. In the confirmation window, set Reason to
Reputation.
16. Click OK.
17. Click Close to close infolog.
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18. Go to Sales and marketing > Common > Sales
orders > Open sales orders.
19. Find the latest open sales order for customer
US-005.
20. On the Action Pane, click Pick and pack, click
Generate, and then click Packing slip.
21. Set Quantity to all.
22. Click OK.
23. Click OK to clear the warning about printing.
24. Go to Sales and marketing > Common > Sales
orders > All sales orders.
25. Find the latest sales order for customer US-005
as you did in previous step.
26. On the Action Pane, click Invoice, click Generate,
and then click Invoice.
27. In the Posting invoice form, set Quantity to
Packing slip.
28. Click OK to start the posting process.
29. Click OK to clear the print warning.
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30. Go to Accounts receivable > Common >
Payments > Payment journal.
31. Click New payment journal.
32. Set Name to CustPay.
33. On the Action Pane, click Enter customer
payments.
34. Set Customer to US-0005.
35. Set Description to Invoice.
36. In the Select to pay section, check the invoice
related to the previous step.
37. In Amount field, enter the full Invoice amount.
38. Click Save in journal.
39. Close the customer payment form.
40. In the payment journal open lines,for the
customer payment line created in the previous
steps, on the Action Pane, click Validate, and
then click Validate.
41. Close the form.
42. On the Action Pane, click Post, and then click
Post.
43. Close the form.
44. Close the Journal form.
CONCLUSION
In make to stock, products are manufactured based on demand forecasts. Since accuracy of the forecasts will
prevent excess inventory and opportunity loss due to stockout, the issue here is how to forecast demands
accurately.
The demo scripts shows how Microsoft Dynamics AX 2012 R2 demand forecasts are integrated with
planning, inventory production, and actual sales demand.
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Disclaimer
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product
names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands
may be claimed as the property of others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the
date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a
commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date
of this presentation. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE
USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY
THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to
make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software,
automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business
success.
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