Course 80339A:

Bill of Materials in Microsoft Dynamics AX 2012

Course Outline
Module 1: Bill of Materials Overview
This chapter provides an overview of the Microsoft Dynamics AX 2012 Bill of Materials functionality.
This covers general concepts, BOM features and elements, different forms used, and the standard
BOM creation process.
Lessons
Introduction
General Concepts
Using BOMs and Routes in Multisite Production Environments
BOM Features and Elements
Bills of Materials Form Overview
Bill of Material Creation Process
After completing this module, students will be able to:
Understand the BOM Creation Process
Explain the concepts of BOMs in Microsoft Dynamics AX 2012.
Describe the different BOM forms.
Describe the standard BOM creation process.
Module 2: Creating Simple BOMs
This chapter explains how to create simple BOMs by using the Bills of materials form, and create and
edit simple BOMs by using the BOM designer.
Lessons
Introduction
Using the Bills of Materials Form to Create Simple BOMs
Working with BOMs in the BOM Designer
Lab : 2.1
Course Details
Create a BOM without a Version
Lab : 2.2
Create a BOM in the BOM Designer
After completing this module, students will be able to:
Create simple BOMs by using the Bills of materials form.
Create and edit BOMs by using the BOM designer.
Module 3: Creating BOMs with Versions
This chapter explains the concept of version control, and describes how to create BOMs with
versions. In addition, this section covers activating, copying, and changing BOM versions, in addition
to creating quantity-dependent BOMs and by using other version-related functionality.
Lessons
Introduction
BOM Versions Overview
Creating BOMs by Using the Released Products List Page
Activate Multiple BOM Versions
Copy BOM Versions
Change BOM Versions
Create BOMs with Versions in the Bills of Materials Form
Create BOMs with Versions in the BOM Designer Form
Quantity Dependent BOMs
Working with Validity Dates and Sub-BOMs on Component Lines
Lab : 3.1
Creating a BOM with a Version from the Released Products List Page
Lab : 3.2
Creating a BOM with a Version in the BOM Designer
After completing this module, students will be able to:
Describe the concept and purpose of BOM versions.
Create BOMs from the Released products list page.
Describe how to activate BOM versions.
Describe how to copy and change BOM versions.
Describe how to use the Bills of materials form to assign and create BOM versions.
Create and edit BOMs by using the BOM designer.
Describe and create a quantity dependent BOM.
Explain validity dates and sub-BOMs on BOM component lines.
Module 4: Working with BOM and Item Configurations
This chapter explains the purpose, use, and setup of BOM configurations and Item Configurations. In
addition, Configuration groups, Configuration routes, and Configuration rules are discussed.
Lessons
Introduction
Purpose of BOM and Item Configurations
BOM Configurations
Item Configurations
Lab : 4.1
Create and Use Configuration Groups
Lab : 4.2
Create Configuration Routes
Lab : 4.3
Create Configuration Rules
Lab : 4.4
Add Item Configurations
After completing this module, students will be able to:
Describe the purpose and advantages of BOM and Item configurations.
Describe the purpose, use, and setup of configuration groups, routes, and rules.
Describe, set up, and use Item configurations.
Module 5: Working with BOM Calculations
This chapter explains the BOM calculation structure used in Microsoft Dynamics AX 2012, in addition
to the use and set up of Cost groups, Profit settings, Calculation groups, and Costing versions.
Running and viewing BOM calculations, including cost and sales price calculations is also addressed.
Finally, exclusions to BOM calculations are discussed.
Lessons
Introduction
BOM Calculation
Cost Groups, Profit Settings, and Calculation Groups
Cost and Sales Price Calculations
Lab : 5.1
Create a Cost Group with Profit Settings
Lab : 5.2
Create a Calculation Group
Lab : 5.3
Running BOM Calculations and Comparing Results
After completing this module, students will be able to:
Explain the BOM calculation structure.
Describe and set up Cost groups, Profit settings, and Calculation groups.
Set up and view costing versions - planned cost and BOM calculations with the
Summary and Complete functions.
Explain the Calculation for a costing version form.
Run and review cost and sales price calculations.
Explain BOM calculation, Explosion mode, and stop BOM Explosion.
Module 6: Sales Orders and BOMs
This chapter describes creating a sales order with a configurable BOM, viewing, exploding, and
calculating the BOM from a sales order, and transferring calculation prices and quantities to a sales
order.
Lessons
Introduction
Configurable BOMs and Sales Orders
View BOMs in a Sales Order
Lab : 6.1
Use Configurable BOMs in a Sales Order
Lab : 6.2
BOM Calculations from a Sales Order
After completing this module, students will be able to:
Create a sales order by using a configurable BOM.
View the BOM structure from a sales order.
Explode a BOM from a sales order.
Calculate a BOM from a sales order.
Module 7: Scrap and Measurement
This chapter describes the use and setup of constant and variable scrap and BOM calculations by
using scrap. The section also covers the use and setup of measurements including consumption
calculation, rounding-up, measurement dimensions, conversion factors, and BOM calculations using
measurements.
Lessons
Introduction
BOM Scrap
BOM Measurement
Lab : 7.1
Add BOM Scrap and Run Calculations
Lab : 7.2
Set Up and Calculate BOM Measurement
After completing this module, students will be able to:
Describe and set up scrap parameters:
Constant and variable scrap on the BOM
BOM calculations by using scrap
Explain and set up measurement configurations:
Consumption calculation
Rounding-up
Measurement dimensions
Conversion factors
Perform BOM calculations by using measurements
Module 8: Report a BOM as Finished
This chapter describes the purpose of reporting a BOM as finished, and explores the methods of
accessing the Report as Finished process within Microsoft Dynamics AX 2012.
Lessons
Introduction
Reporting a BOM as Finished
Lab : 8.1
Report a BOM as Finished
After completing this module, students will be able to:
Explain the purpose of reporting a BOM as finished by using the Max. report as finished form.
Access the Report as finished process, from the following areas:
Periodic folder
Released products list page
BOM journal
Module 9: Reports and Other BOM Functionality
This chapter describes the standard BOM reports in Microsoft Dynamics AX 2012 and other BOM
functionality including changing and checking BOMs, and sorting BOM lines.
Lessons
Introduction
Standard BOM Reports
Other BOM Functionality
Lab : 9.1
Change a BOM
Lab : 9.2
Run a Manual BOM Check
Lab : 9.3
Set Up and Run an Automatic BOM Check
After completing this chapter, students will be able to:
Describe standard Microsoft Dynamics AX 2012 reports:
Lines
Where-used
BOM calculations
Describe other BOM functionality:
Changing and Checking BOMs
Sorting BOM lines