POTENCY MANAGEMENT DEMO SCRIPT - Servicios … - Microsoft Dynamics AX 2012 R2 Potency management demo script 8 1. Log on as Lars, the shop floor supervisor. 2. Open Production control

MICROSOFT DYNAMICS® AX 2012

R2

POTENCY MANAGEMENT

DEMO SCRIPT

December 2012

Version 1.0.0

2 AX2012R2-MtSBasic - Microsoft Dynamics AX 2012 R2 Potency management demo script

Contents

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

Audience .................................................... ¡Error! Marcador no definido.

Scenario .................................................................................................................. 4

Problems this Demo Addresses ......... ¡Error! Marcador no definido.

Key Pains or business imperatives .... ¡Error! Marcador no definido.

Purpose of Demo (Solutions to pains, benefits, value proposition)

....................................................................... ¡Error! Marcador no definido.

Key Benefits and solutions .................. ¡Error! Marcador no definido.

Before you begin..................................... ¡Error! Marcador no definido.

Overview .................................................... ¡Error! Marcador no definido.

Demo: attribute-based pricing data 5

Demo: receipt entry for a potency item 6

The level of active ingredient in the received

batches of potency items is measured by Ricardo.

The value is either registered in the registration

form opened from the purchase order line or on a

quality order generated in relation to the

purchase order. This is dependent on the setup of

the product 6

Demo: batch balancing 7

Demo: Manufacturing execution 11

John, who is the warehouse worker, is now picking

the ingredients to the production and when the

production is finished he is also taking care of the

production inbound operation 11


Demo: quality registration for finished item 11

Demo: customer batch attribute constraints 13

Susan, the order taker, is receiving an order for

product P2000 for 300.000 lb. This specific

customer only accepts to purchase batches of

cleaners that has a Caustic percentage between

8.0000 and 9.3600. If Contoso however cannot

fulfill this requirement the customer on occasions

accept to receive batches that deviates from this

interval 13

Conclusion ................................................. ¡Error! Marcador no definido.

[TEXT TO BE ADDED] ............................. ¡Error! Marcador no definido.

Disclaimer 16

INTRODUCTION

This demo script covers a scenario that showcases potency management for process industries.


SCENARIO

Contoso is manufacturing Cleaner in one of its production sites. Inga is the purchasing manager in

Contoso; she is responsible for creating and maintaining price agreements for the ingredients used for

manufacturing Cleaner. The ingredients includes products where prices are determined by the amount of

active ingredient (potency items). Ricardo is the quality controller; he measures the amount of active

ingredient in potency items in received batches. Lars is the shop floor supervisor; he formulates batch

orders where potency items are consumed. He balances the amount of ingredients, taking into account

the measured values of active ingredient in the batches. When the batch orders for Cleaners are reported

as finished, Ricardo takes samples of the level of caustic in each of the produced batches. Susan is the

order taker; she sells batches of Cleaner to the customers. Some customers have special requirements

regarding the level of caustic in the batches they want to purchase. Susan makes sure that she only sell

batches that fulfill the customers’ requirements regarding the level of caustic. Eduardo is the production

planner of the Contoso Manufacturing; he is in charge of creating the sales forecast for the audio products

at the company makes. Based on the forecasted sales and the current inventory on hand, he runs master

planning for materials and capacity requirements for the coming six months. He firms the planned

purchase and production orders created. After raw materials are purchased and arrived to 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 in pallets in

the warehouse. Susan, the sales clerk, is responsible for keying in orders. A customer calls to order a mid-

range loud speaker; therefore, Susan creates a sales order with the required quantity. Finally, the sales

order is invoiced and paid. April is the account payable coordinator; she processes the vendor invoices.

For those invoices containing potency items, she checks how the prices are adjusted according to the

amount of active ingredients measured.

DEMO PRESET CONFIGURATION This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM VM, released in December

2012. Make sure that the virtual machine (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


DEMO: ATTRIBUTE-BASED PRICING DATA

Scenario and background

Inga is the purchasing manager in Contoso manufacturing. She is responsible for creating and

maintaining purchase agreements made with vendors in Microsoft Dynamics AX 2012. She has made for

products where the price is agreed to vary by the amount of active ingredients. This is defined in the

attribute-based pricing data.

1. Log on as Inga.

2. Be sure to log on to the USPI company.

Note: You can change company on the upper

Navigation Pane.

3. Open Procurement and sourcing > Setup >

Price/Discount > Attribute-based pricing data.

Note: In this form, you set up formulas that will adjust

the purchase unit price during invoicing based on the

registered potency value of the received batches that is

part of the invoice.


4. Open Product information management >

Released products.

5. Go to product M2002.

6. Open the Released products detail page:

Tab: Product

Group: Maintain

Menu item: Edit

7. Open the Manage inventory FastTab.

Note: In the Base attribute field, the PctCaustic batch

attribute is selected. This indicates that product M2002

is a potency item, and the potency value is measured by

its percentage content of caustic.

Note: In the Record the attribute value field, the

Receipt entry value is selected. This implies that the

potency value for received batches must be entered by

purchase registration.

8. Select menu item View trade agreements:

Tab: Purchase

Group: Trade agreements

In the Attribute-based pricing ID

field, verify that Caustic is selected.

DEMO: RECEIPT ENTRY FOR A POTENCY ITEM

The level of active ingredient in the received batches of potency items is measured by Ricardo. The value is either

registered in the registration form opened from the purchase order line or on a quality order generated in relation to

the purchase order. This is dependent on the setup of the product.

1. Open Procurement and sourcing > Common

> All purchase orders.

2. Find Purchase order 000005.

3. Go to line item for item number M2002.

4. Open the registration form:

Menu button: Update line

Menu item: Registration

5. Select the Auto-create field.

6. In the Actual value field, enter 7.2.

7. Click Post all.


8. Select menu item Product receipt:

Tab: Receive

Group: Generate

9. In the Quantity field, select Ordered quantity.

10. In the Product receipt field, add PR-001.

11. Click OK.

Note: An Infolog appears, informing you that a quality

order has been generated.

12. Open Inventory and warehouse management

> Periodic > Quality management > Quality

orders.

13. Find quality order generated by the purchase

product receipt.

14. Open the Quality order line results form by

selecting the menu item Results in the lower section

of the form.

15. Insert the quantity found on the quality order header

in the field Result quantity (548.00).

16. In the Test result field, insert 14.20.

17. Click Validate.

18. On the Action Pane of the quality order, click

Validate. At the prompt, select an employee.

Note: An Infolog appears, informing you that the batch

attribute on a specific batch number has been updated.

DEMO: BATCH BALANCING

Lars, who is the shop supervisor, is balancing the amount of ingredients to consume for the batch orders

consuming ingredients with active ingredients.


1. Log on as Lars, the shop floor supervisor.

2. Open Production control > Common >

Production orders > All production orders.

3. Create a new batch order:

Tab: Production order

Group: New

4. In the Item number field, select P2000.

5. Click OK.

6. Select the menu item Estimate:


Group: Process

7. Select the menu item Start:


Group: Process


8. Select the menu item Batch balancing:


Group: Process

9. Place the cursor on product M2002 in the upper

grid in the form.

10. In the lower section of the form, for batch

number 00001, select the field Marking.

11. In the upper grid in the form, place the cursor

on product M2005.

12. In the lower section of the form, for batch

number 000019, select the field Marking.


13. On the Action Pane, select the menu item

Balance batch ingredients.

Note: All the quantities for the remaining ingredient

types (None, Compensating, and Filler) are now

calculated by the system.

14. On the Action Pane, select the menu item

Confirm the formula.

Note: You will now be prompted to generate the picking

list based on the quantities calculated in the batch

balancing form. The user can select to post the form or

leave it open. The user can also select to print the

picking list.


DEMO: MANUFACTURING EXECUTION

John, who is the warehouse worker, is now picking the ingredients to the production and when the production is

finished he is also taking care of the production inbound operation

1. Open the batch order picking list:

Tab: View

Group: Journals

Menu item: Picking list

2. Make sure all the picking list line items are reserving

against batches that are physically on hand.

3. On the Action Pane, select the Post menu item.

Note: You can check the physical reservations from the

reservation form opened from the Reservation menu

item under the Inventory menu for the picking list line.

4. Select the menu item Report as finished:


Group: Process

Menu item: Report as finished

Note: Notice that a quality order is generated.

DEMO: QUALITY REGISTRATION FOR FINISHED ITEM

Ricardo is testing the produced batch of Cleaner for its percentage of caustic.


1. Open Inventory and warehouse management

> Periodic > Quality management > Quality

orders.

2. Find quality order generated by the batch order

receipt.

3. In the lower section of the form, open the form

Quality order line results by selecting the menu

item Results.

4. Insert the quantity found on the quality order header

in the field Result quantity (100.00).

5. In the Test result field, insert 7.90.

6. Click Validate.

7. On the Action Pane of the quality order, click

Validate.

Note: An Infolog appears, informing you that the batch

attribute on a specific batch number has been updated.


DEMO: CUSTOMER BATCH ATTRIBUTE CONSTRAINTS

Susan, the order taker, is receiving an order for product P2000 for 300.000 pounds. This specific customer only accepts

to purchase batches of cleaners that has a caustic percentage between 8.0000 and 9.3600. However, if Contoso cannot

fulfill this requirement, the customer on occasions accepts batches that deviate from this percentage.

1. Open Sales and marketing > Common > Sales

orders > All sales orders.

2. Create a new sales order by selecting menu item:

Sales order:

Tab: Sales order

Group: New

Menu item: Sales order

3. Select customer account US-026.

4. Click OK.

5. Create a new sales order line for product P2000:

Button: Add line

6. Set quantity = 8000.00.

7. Open the Batch reservation form:

Menu button: Inventory

Menu item: Batch reservation

Note: The reservation form shows that there are no

batches on hand that fulfill the customers batch

attribute requirements.

8. Open the Batch attribute search form by

clicking the Batch attribute search button.

9. In the Minimum field, change the value from

8.000 to 7.5000.

10. Click OK.


11. Click the Reserve line button.

12. Click Close to close the batch reservation form.

13. Select Sales order confirmation:

Tab: Sell

Group: Generate

Menu item: Sales order confirmation

14. Click OK.

15. Select Packing slip:

Tab: Pick and pack

Group: Generate

Menu item: Packing slip

16. Click OK.


DEMO: VENDOR INVOICE

April is processing the vendor invoices. For those invoices containing line items with potency items, she

validates that the line amounts are adjusted according to the level of active ingredients measured in the

received batches.

1. Open Account payable > Common >

Purchase orders > All purchase orders.

2. Find purchase order 00005.

3. Select Invoice:

Tab: Invoice

Group: Generate

Menu item: Invoice

Note: Verify the adjusted unit prices and line net

amounts for the line items for item numbers M2002 and

M2005.


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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Documents

POTENCY MANAGEMENT DEMO SCRIPT - Servicios … - Microsoft Dynamics AX 2012 R2 Potency management demo script 8 1. Log on as Lars, the shop floor supervisor. 2. Open Production control