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Introduction 0 - 1 INTRODUCTION Welcome We know training is a vital component of retaining the value of your Microsoft Dynamics ® NAV 2009 investment. Our quality training from industry experts keeps you up-to-date on your solution and helps you develop the skills necessary for fully maximizing the value of your solution. Whether you choose Online Training, Classroom Training, or Training Materials; there is a type of training to meet everyone's needs. Choose the training type that best suits you so you can stay ahead of the competition. Online Training Online Training delivers convenient, in-depth training to you in the comfort of your own home or office. Online training provides immediate access to training 24 hours-a-day. It is perfect for the customer who does not have the time or budget to travel. Our newest online training option, eCourses, combine the efficiency of online training with the in-depth product coverage of classroom training, with at least two weeks to complete each course. Classroom Training Classroom Training provides serious, in-depth learning through hands-on interaction. From demonstrations to presentations to classroom activities, you receive hands-on experience with instruction from our certified staff of experts. Regularly scheduled throughout North America, you can be sure you will find a class convenient for you. Training Materials Training Materials enable you to learn at your own pace, on your own time with information-packed training manuals. Our wide variety of training manuals feature an abundance of tips, tricks, and insights you can refer to again and again: Microsoft Dynamics Courseware The Microsoft Dynamics Courseware consists of detailed training manuals, designed from a training perspective. These manuals include advanced topics as well as training objectives, exercises, interactions and quizzes. Look for a complete list of manuals available for purchase on the Microsoft Dynamics website: www.microsoft.com/Dynamics. Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

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Introduction

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INTRODUCTION Welcome

We know training is a vital component of retaining the value of your Microsoft Dynamics® NAV 2009 investment. Our quality training from industry experts keeps you up-to-date on your solution and helps you develop the skills necessary for fully maximizing the value of your solution. Whether you choose Online Training, Classroom Training, or Training Materials; there is a type of training to meet everyone's needs. Choose the training type that best suits you so you can stay ahead of the competition.

Online Training Online Training delivers convenient, in-depth training to you in the comfort of your own home or office. Online training provides immediate access to training 24 hours-a-day. It is perfect for the customer who does not have the time or budget to travel. Our newest online training option, eCourses, combine the efficiency of online training with the in-depth product coverage of classroom training, with at least two weeks to complete each course.

Classroom Training Classroom Training provides serious, in-depth learning through hands-on interaction. From demonstrations to presentations to classroom activities, you receive hands-on experience with instruction from our certified staff of experts. Regularly scheduled throughout North America, you can be sure you will find a class convenient for you.

Training Materials Training Materials enable you to learn at your own pace, on your own time with information-packed training manuals. Our wide variety of training manuals feature an abundance of tips, tricks, and insights you can refer to again and again:

Microsoft Dynamics Courseware The Microsoft Dynamics Courseware consists of detailed training manuals, designed from a training perspective. These manuals include advanced topics as well as training objectives, exercises, interactions and quizzes. Look for a complete list of manuals available for purchase on the Microsoft Dynamics website: www.microsoft.com/Dynamics.

Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

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Manufacturing II in Microsoft Dynamics® NAV 2009

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Microsoft Dynamics Courseware Contents Test Your Skills Within the Microsoft Dynamics Training Materials you find a variety of different exercises. These exercises are offered in three levels to accommodate the variety of knowledge and expertise of each student. We suggest you try the level three exercises first, if you need help completing the task look to the information in the level two exercises. If you need further assistance each step of the task is outlined in the level one exercise.

Challenge Yourself! Level 3 exercises are the most challenging. These exercises are designed for the experienced student who requires little instruction to complete the required task.

Need a Little Help? Level 2 exercises are designed to challenge students, while providing some assistance. These exercises do not provide step by step instructions, however, do provide you with helpful hints and more information to complete the exercise.

Step by Step Level 1 exercises are geared towards new users who require detailed instructions and explanations to complete the exercise. Level 1 exercises guide you through the task, step by step, including navigation.

Quick Interaction: Lessons Learned At the end of each chapter within the Microsoft Dynamics Training Material, you find a Quick Interaction: Lessons Learned page. This interaction is designed to provide the student with a moment to reflect on the material they have learned. By outlining three key points from the chapter, the student is maximizing knowledge retention, and providing themselves with an excellent resource for reviewing key points after class.

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Documentation Conventions The following conventions and icons are used throughout this documentation to help you quickly and effectively navigate through the information. CAUTION: Cautions are found throughout the training manual and are preceded by the word CAUTION in bold. Cautions are used to remind you of a specific result of a specific action which may be undesirable.

HINT: Hints are found throughout the training manual and are preceded by the word HINT in bold. Hints are used to suggest time-saving features or alternative methods for accomplishing a specific task.

NOTE: Notes are found throughout the training manual and are preceded by the word NOTE in bold. Notes are used to provide information which, while not critical, may be valuable to an end user.

BEYOND THE BASICS: Advanced information found throughout the training manual is preceded by the words BEYOND THE BASICS in bold. Beyond the Basics provides additional detail, outside of standard functionality, that may help you to more optimally use the application.

EXAMPLE: Examples are found throughout the training manual and are preceded by the word EXAMPLE in bold. Examples bring to light business scenarios that may better explain how an application can be used to address a business problem.

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About the Manufacturing II in Microsoft Dynamics NAV 2009 Training Manual

This training manual provides a conceptual and operational description of the standard trade functionality of Microsoft Dynamics NAV 2009 . The manual can be used both in the context of an instructor-led training course and as reference material for self-teaching.

Target Audience This training manual is intended for Microsoft Certified Dynamics Partners' employees selling, implementing, and supporting Microsoft Dynamics NAV.

Training Objectives Whether used in a course setting or for self-teaching, the manual is designed to equip course participants with the product knowledge, both at conceptual and functional levels, required when implementing and supporting Microsoft Dynamics NAV at a wide range of wholesale and manufacturing companies with a focus on the trade area.

Training Manual Overview Before you start the course (self-teaching), you must install Microsoft Dynamics NAV VPC (Virtual PC) on your computer. This manual provides the participants with an in depth understanding of the manufacturing functionality in Microsoft Dynamics NAV. The manual consists of the following chapters:

• Chapter 1: System Setup • Chapter 2: Sales Order Interface and Order Planning • Chapter 3: Forecast and MPS • Chapter 4: Planning • Chapter 5: Additional Planning Topics • Chapter 6: Subcontracting • Chapter 7: Advanced Capacity • Chapter 8: Shop Loading • Chapter 9: Additional Manufacturing Topics

In this manual, the chapters are organized logically, reflecting the relationship between different granules of the program. It is, therefore, recommended that the course or self-teaching activity follows the suggested teaching path.

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The chapters in this training manual typically contain the following elements:

• Concepts • Demonstrations • Labs

Demonstrations represent the typical business situations where the application is used. Demonstrations provide a basis for examples that give practical step-by-step descriptions of how to use the application. Labs enable the course participants (manual readers) to practice using the program. The manual includes the following typographic conventions:

• Name is used for names of fields, FastTabs, and windows. • PATHNAME→PATH is used for navigation paths for users to follow.

Dates The dates in the course manual are in the American format. In order to avoid confusion when reading the manual and following the exercises, if necessary, it is a good idea to change the date format in Windows before starting the training session. The working date is set to be 01/28/2010 (January 28, 2010). It is important that this date is used when following the examples and doing the exercises included in the manual, unless instructed otherwise.

Demonstration Data All examples and exercises in this manual are based on a fictitious company, Cronus International Ltd. Where possible, examples and exercises in each chapter are designed independently of each other. However, because of the limited scope of the Cronus demo database, the same data is sometimes used in examples illustrating different functionality. To make sure that you always have a clean demo database, make a copy of the database on the hard disk before you start the course.

License Information To run the examples and exercises included in this training manual, you must have a standard Cronus license. This is provided on the product CD.

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Suggested Course Duration When this training manual is used to run a course, it is recommended that the course be taught over a period of two to three days.

Additional Information You can learn more about the topics of distribution and supply chain management from the APICS homepage: http://www.apics.org. APICS is a nonprofit, educational society for resource management.

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About This Course This section provides you with a brief description of:

• The course • Audience • Suggested prerequisites • Course objectives • Student materials • Related certification exams

Description This three-day course, Manufacturing II in Microsoft Dynamics NAV 2009, explores the module from an end-user’s point of view. Chapters in this hands-on classroom experience include topics such as production planning, subcontracting, and capacities. These topics help enable users to understand what is being produced, what needs to be produced, and what needs to be purchased or produced and when.

Audience This course is intended for participants that will use Microsoft Dynamics NAV manufacturing from a general user perspective, or anyone who wants to pursue certification in Microsoft Dynamics NAV Manufacturing. Microsoft Dynamics Partner professionals tasked with assessing a customer’s business needs and advising them on the use, configuration, and customization of the application can also benefit from this course. Additionally, consultants who are responsible for training or supporting the customer benefit from the course. It is strongly recommended that students have a strong background in Microsoft Dynamics NAV financials, a working knowledge of manufacturing terms and processes, and familiarity with Microsoft Dynamics NAV inventory.

At Course Completion The course completion objectives are for students to be able to:

• Set up the manufacturing module • Use the Sales Order Planning Window • Define netting actual demand and forecast • Use planning • Set up a subcontractor

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• Use shop loading • Set up work centers and machine center calendars • Create and use task codes, stop codes and scrap codes

Prerequisites Before attending this course, students must have:

• A strong understanding of manufacturing terminology and processes • Completion of the Manufacturing I in Microsoft Dynamics NAV

2009 course

Student Materials The following material for Microsoft Dynamics NAV 2009 are related to this course:

• Course AD: Manufacturing I in Microsoft Dynamics® NAV 2009

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Student Objectives What do you hope to learn by participating in this course? List three main objectives below. 1.

2.

3.

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Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement