MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT Scrip... · MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT...

MICROSOFT DYNAMICS® AX 2012

R2:

MANUFACTURING EXECUTION-

SIMPLE

DEMO SCRIPT

December 2012

Version 1.0.0

2 SCM Demo Script - MES (light)

Contents

Introduction .......................................................................................................... 3

Audience ................................................................................................................ 3

Scenario .................................................................................................................. 3

Before you begin................................................................................................. 3

Before you begin................................................................................................. 4

Overview ................................................................................................................ 5

Demo: Manufacturing execution .................................................................. 7

Update data for a time registration worker ............................................ 11

Use this procedure to update data for a worker who has been

activated as a time registration worker. ................................................... 11

Demo: Manufacturing execution ................................................................ 11

Demo: Calculate, approve, and transfer job registrations ................. 13

Transfer registrations for all workers in an approval group .............. 14

Disclaimer ............................................................................................................ 16


INTRODUCTION

This document is a demonstration examining how Microsoft Dynamics Ax2012 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 how manufacturing execution functionality is

embedded and well integrated in Microsoft Dynamics AX 2012 R2. The business decision maker (BDM that

you present to will find value in this script if they are challenged with the following tasks:

Release production orders to the manufacturing execution.

Feedback and report as finished from jobs executed on the shop floor.

Calculation, approval and transfer of time registration.

SCENARIO

This script walks through the following modules:

- Production Control

- Human Resources

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

BEFORE YOU BEGIN

Before you begin, please add the following to your environment in the demo data set for the

Contoso USMF company:


BEFORE YOU BEGIN

1. Navigate to Production Control > Common >

All production orders > Production order >

New Production order. Add the following item:

Item number: D0003

Quantity: 200

1. Select Released production order and Quantity

200.

2. Open Production Control > Common > Production

orders > All production orders.

3. Job Schedule the order.

2. Go to Production Control > Common >

Production orders > All production orders.

3. Find firmed (Scheduled) production orders for

items D0003 and Quantity 200.

4. Select from action tab Production order >

Process > Release.

5. Click OK.


OVERVIEW

The company that will be used for the Manufacturing execution demo script is Contoso USMF.

Contoso USMF produces the following products:

The following flowcharts show how the products are manufactured and distributed within USMF.


The demo will follow the product Standard Speaker (Product D0003).


DEMO: MANUFACTURING EXECUTION

Scenario and background:

Lars, the shop floor supervisor, has hired a new employee, Shannon, to operate the machines for the audio

device production at Contoso Manufacturing. HR has already registered the employee details in Microsoft

Dynamics AX 2012. In addition, Lars needs to add more information so she can start registered jobs in

production. When Shannon arrives at production the next morning, she starts to perform the operations.

At the end of the week, Lars views and approved Shannon’s job registrations.

1. Click Human resources > Common > Workers >

Workers.

2. On the Workers list page, 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.


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. This is used to calculate time and pay

for the worker when the user doesn’t make any

registrations.

10. Right-click and select View details.


NOTE: You can explain the details of the profile,

such as Clock in, Clock out, Breaks, and Overtime.

11. Close the form.

12. In the Pay agreement field, select Man. This is used

when the worker's pay is calculated.

13. In the Period code field, select EmpWeekly. This is

used when the worker's pay is calculated.

14. In the Profile group field, select Man. Profile groups

contain one or more work time profiles that can be

applied when a worker clocks in and clocks 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.

15. 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

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.

16. In the Category field, select the cost category Car

Audio that is used when the worker makes

registrations for projects and project activities.

17. Select the Use timecard check box to allow the

worker to make registrations on the electronic

timecard in Time and attendance.

18. 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.

19. Click OK.


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. On the Action Pane, click Edit.

3. Select Shannon Dasher (Personnel number 000018),

click Employment, and then click the Time

registration tab.

4. Enter the badge ID 987 in the Badge ID field.

5. Close the form.

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 starts performing the operations. When all operations are

finished, the audio products are transported and stocked on pallets in the warehouse.

1. Log on as Shannon (domain Cont200oso User:

Shannon, Password: pass@word1).

2. Go to Production Control > Periodic > Manufacturing

execution > Job registration.

3. Set Configuration to Default.

4. Click OK.

5. Set Select a production unit to 120.

6. Select Resource 1212.

7. Click the Open resource button.


8. In the Job registration, enter Employee number as 987

(Shannon Dasher).

9. Click Log in.

10. In the Start quantity field set the value to 200.

11. Click Start jobs.

12. In the Job registration, enter Employee number as 987.

13. Click Log in.

14. Click Feedback.

15. Enter Good Quantity 200.

16. Set Status as Completed.

17. Click OK.

Repeat step 7-16 for resources 1221, 1221 and

1222.

NOTE: 1221 cannot have a start quantity as it’s

second operation.

18. Open Production Control > Periodic > Manufacturing

execution > Job registration.

19. Set Configuration to Default.

NOTE : This step is not applicable if you open the job

registration multiple times.

20. Click

21. Select Production unit 120.

987


22. Click the Open production unit button.

23. In the Job registration, enter the Employee number as

987.

24. Click Log in.

25. On the Action Pane, click Clock out (F5).

26. Select an absence code.

27. Close the form.

28. Go to Production Control > Common > Production

orders.

29. Find production order for item D0003 where the

quantity is 200.

30. In the Action Pane, click Process, and then click End.

Make sure Report as finished is not checked. The

production has already been reported as finished.

31. Click OK.

DEMO: CALCULATE, APPROVE, AND TRANSFER JOB REGISTRATIONS

When registrations are calculated, they are verified against a worker's work time profile. The registrations that

are calculated include work time, pay time, pay overtime, and absence time. Calculation is typically performed

by a team leader or a supervisor. You can set up calculation groups for groups of workers to help make sure

that the person calculating registrations can view information about only the workers on his or her team.

Before calculating registrations, you can override the work time profile for a specific worker.

If the registered time does not correspond to a worker’s work time profile, the calculation procedure will create

errors, for example, a missing absence registration. The errors can be corrected, and the registrations

recalculated.


1. Click Human resources > Common > Time and

attendance > Calculate.

2. In the Week or Date field, select the Date to calculate

registrations for. Use today's date.

3. In the Calculation group field, select the Man

calculation group to calculate registrations for, and

then click OK.

4. In the Calculate form, select Shannon Dasher in the

upper pane, on the Overview tab.

5. Select the Calculated check box for the registration.

6. Click Close.


attendance > Approve.

8. Select today's date in the Date field.

9. Select AdmMan group in the Approval group field.

10. In the Approve form, select Shannon Dasher in the

upper pane, on the Overview tab.

11. Select the Approve check box for the registration(s).

12. Close the form.

TRANSFER REGISTRATIONS FOR ALL WORKERS IN AN APPROVAL GROUP When registrations have been approved, they can be transferred to a periodic payroll job.

A transferred registration is posted to an activity or job that it relates to, for example, a production order or a

project. Also, payroll transactions are generated for each worker based on the registrations.



attendance > Approve.

2. Select today’s date in the Date field.

3. Select the AdmMan calculation group in the

Approval group field.

4. Select the Transfer check box for the registration(s).

5. Close the form.

6. Click Human resources > Periodic > Time and

attendance > Payroll > Transfer to pay.

7. In Pay period field, select EmplWeekly.

8. Select today's date in the Pay date field

9. Navigate to Human resources > Setup > Time and

attendance > Time and attendance parameters >

Payroll > Transfer to pay. You can see the file

generated in the previous step.

10. Open the file.

NOTE: This file contains the data that a 3rd party

payroll system can use.


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.

U.S. and Canada Toll Free 1-888-477-7989

Worldwide +1-701-281-6500

www.microsoft.com/dynamics

http://www.microsoft.com/dynamics

MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT Scrip... · MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT...

Documents

Transcript of MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT Scrip... · MANUFACTURING EXECUTION- SIMPLE DEMO SCRIPT...