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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
3 SCM Demo Script - MES (light)
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:
4 SCM Demo Script - MES (light)
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.
5 SCM Demo Script - MES (light)
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.
6 SCM Demo Script - MES (light)
The demo will follow the product Standard Speaker (Product D0003).
7 SCM Demo Script - MES (light)
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.
8 SCM Demo Script - MES (light)
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.
9 SCM Demo Script - MES (light)
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
10 SCM Demo Script - MES (light)
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.
11 SCM Demo Script - MES (light)
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.
12 SCM Demo Script - MES (light)
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
13 SCM Demo Script - MES (light)
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.
14 SCM Demo Script - MES (light)
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.
7. Click Human resources > Common > Time and
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.
15 SCM Demo Script - MES (light)
1. Click Human resources > Common > Time and
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.
16 SCM Demo Script - MES (light)
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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Worldwide +1-701-281-6500
www.microsoft.com/dynamics