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Creating a Dynamics AX 2012 BOM from Scratch

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Lately I have been spending a lot of time delving into the manufacturing module within Dynamics AX 2012, so I thought that it might be useful to create a worked example to showing the full lifecycle …

Lately I have been spending a lot of time delving into the manufacturing module within Dynamics AX 2012, so I thought that it might be useful to create a worked example to showing the full lifecycle of production by defining a bill of material, and then use it within a production job to consume inventory and create finished goods.

In this example, I thought that I would go back to my New Zealand roots, and use the traditional recipe for a Hangi as the example. Yumm.

Published in: Technology, Self Improvement
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  • Great work !
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  • Hi Murray! I have recently linked your slide on my blog. I hope you don't mind.

    http://daxbeginners.wordpress.com/2013/12/16/creating-bom-from-scratch/
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  • Allen, I'm not quite sure if you mean attach documents to the BOM, or something else. If you do mean that, then yes. If not, drop me a note with more details...
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  • Is there a place in ax 2012 bill of materials to enter in an electronic reference designator? Example C12

    Some have 1 and other parts could have 150 ref desg

    Thanks,

    Allen - Seattle
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  • 1. Dynamics AX 2012 | ManufacturingCREATING A BOM FROM SCRATCH Lately I have been spending a lot of time delving into the manufacturing module within Dynamics AX 2012, so I thought that it might be useful to create a worked example to showing the full lifecycle of production by defining a bill of material, and then use it within a production job to consume inventory and create finished goods. In this example, I thought that I would go back to my New Zealand roots, and use the traditional recipe for a Hangi as the example. Yumm. © 2013. All rights reserved.
  • 2. Resources Ingredients 1 80 pound pigRecipe: Hangi for 10 Loaves bread 2 Whole mutton100 8 pounds Butter 8 Chicken 5 boxes Dried mixed herbs 10kg Potato 2 Rewana Bread 5kg Kumara 4 pounds Butter for the rewana 4 Pumpkin 8 Cabbage Watercress (optional) Cooking Directions Usually most of the preparation is done the night before so that everything is ready for the morning lighting of the Hangi. However if you dont have enough large pots to hold the peeled vegetables in (must be left soaking in water) then peel them and prepare them in the morning. Cut the pork and mutton into even size chunky portions and season with salt. Keep the chicken whole, season with salt and wrap in tin foil. Placing the food in the correct order in the baskets is crucial as everything will be cooking at the same time. So place the large roast meat on the bottom of the baskets with chicken on top of that.Here is the recipe that I will be using for this example. If Put the potatos and kumara into mutton cloth and place on next with cabbage quarters to fill in any gaps.you want to make this yourself, then make sure that you To make the stuffing, crumb the bread using blender, add melted butter and mixed herbs, mix well. Finally place thealso dig a big hole to cook the food in. stuffing in mutton cloth and place on top of vegetables.http://www.kaitime.co.nz/index.php?option=com_content&view=article&id=209:hangi-recipe-for-100-people&catid=45:meat&Itemid=63 © 2013. All rights reserved.
  • 3. Resources Part Code Qty Product Unit Qty Total Qty Scaled Qty @1010 1 80 lb Pig 80 lbs 80 lbs 34%Recipe: Hangi for @1020 2 Whole Mutton 40 lbs 80 lbs 34%100 @1030 8 Chicken 4 lbs 24 lbs 10% @2010 10 kg Potato 22 lbs 22 lbs 9% @2020 5 kg Kumara 11 lbs 11 lbs 5% @2040 4 Pumpkin 2 lbs 8 lbs 4% @2040 8 Cabbage 2 lbs 8 lbs 4% @0010 1 Hangi 233 lbs 233 lbs 100%To help with this process I converted the recipe into aworksheet showing the main ingredients, and convertedunits.I also converted the quantities into percentages so thatwhen I create the recipe I will be able to easily scale upthe quantities based on the number of servings that Iwant to plan for. © 2013. All rights reserved.
  • 4. Create the ProductRecordsIn my example, I am starting from a fresh slate with noexisting products. So the first step in the process is todefine the product codes.The quickest way to do this is to create a new ReleasedProduct. © 2013. All rights reserved.
  • 5. Create the ProductRecordsTo create the base product information I just need to givethe system the Product Number, Name and the baseinventory codes. © 2013. All rights reserved.
  • 6. Create the ProductRecordsJust repeat this step for all of the other product codes thatwe will be using in the recipe. © 2013. All rights reserved.
  • 7. Configure TheReleased ProductRecordsFrom the Manage Inventory group we want to definesome default site and quantity information within theDefault Order Settings.Also, while in here, it is also a good idea to change thedefault order type from Purchase Order to Production sothat the system will recommend producing the productrather than purchase it from an outside source. © 2013. All rights reserved.
  • 8. Configure TheReleased ProductRecordsFrom the Manage Inventory group we want to definesome default site and quantity information within the SiteSpecific Order Settings. © 2013. All rights reserved.
  • 9. Configure TheReleased ProductRecordsThese defaults will help you later on by defaulting in siteand warehouse information. © 2013. All rights reserved.
  • 10. ConfiguredReleased ProductDone. © 2013. All rights reserved.
  • 11. ConfiguredReleased ProductAnd the product validates without any errors which is abonus. © 2013. All rights reserved.
  • 12. Turn Your ProductInto A TemplateAfter you configure a product, you may want to save theproduct definition off as a template. This will save awayall of the key information like the costs, UOM’s, codes etc.All you need to do to do that is to select the CreatePersonal/Shared Template option from the ribbon bar. © 2013. All rights reserved.
  • 13. Turn Your ProductInto A TemplateAnd then just give the template a name. © 2013. All rights reserved.
  • 14. Create The BOMNow we want to define the BOM for our Hangi. Since weare already in the product definition, the easiest way todo this is through the Engineer tab on the ribbon. We candefine the BOM through the Lines option. © 2013. All rights reserved.
  • 15. Step 4Create The BOMThis will open up the BOM design wirksheet. © 2013. All rights reserved.
  • 16. Create The BOMJust create a new BOM. © 2013. All rights reserved.
  • 17. Create The BOMAnd then add all of the material inputs. © 2013. All rights reserved.
  • 18. BOM DefinedNow we have all of the input materials defined on theBOM. © 2013. All rights reserved.
  • 19. Create The BOMTo use the BOM, we just need to approve it. © 2013. All rights reserved.
  • 20. Create The BOMAnd then Activate it. © 2013. All rights reserved.
  • 21. BOM CreatedNow if we open up the BOM Designer, we will get adifferent view of the BOM. © 2013. All rights reserved.
  • 22. BOM CreatedFrom the designer you can also see all of the configurationinformation. © 2013. All rights reserved.
  • 23. Create A ProductionOrderNow that we have the BOM defined, let’s use it in aproduction job. © 2013. All rights reserved.
  • 24. Create A ProductionOrderCreate a new Production Order and choose your finishedproduct from the Item Number list. This will then bring inall of the default production information, including thedefault BOM that we just created. © 2013. All rights reserved.
  • 25. ResultProduction OrderCreatedNow we have a Production Order in the system. © 2013. All rights reserved.
  • 26. Create A ProductionOrderRelease Order ToProductionFrom the ribbon bar we can now start the order andrelease it to production. © 2013. All rights reserved.
  • 27. Create A ProductionOrderPick the ProductionOrderTo pick inventory, select the Picking List function from theJournals section on the View tab. © 2013. All rights reserved.
  • 28. Picking List Created © 2013. All rights reserved.
  • 29. Picking List CreatedThe Picking Journal will show you all of the materialrequirements, scaled up to the quantities required for yououtput quantity. © 2013. All rights reserved.
  • 30. Pick TicketAnd you can now print out a Pick Ticket. © 2013. All rights reserved.
  • 31. Create A ProductionOrderPost ProductionOrderNow we can post the production order quantities toupdate inventory. © 2013. All rights reserved.
  • 32. Create A ProductionOrderReport As FinishedThe final step in the process is to report the productionjob as finished. © 2013. All rights reserved.
  • 33. Create A ProductionOrderReport As FinishedThis step will close the job for maintenance and performthe final journal updates. © 2013. All rights reserved.
  • 34. Hangi for 100Now we have consumed the raw materials and produced100 pounds of Hangi. © 2013. All rights reserved.
  • 35. AboutMurray Fife

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