Module 1: Bill of Materials Overview

This module provides an overview of the Microsoft Dynamics AX 2009 Bill of Materials functionality. This covers general concepts, BOM features and elements, different forms used, and the standard BOM creation process.

Lessons

• General Overview
• Bill of Material Concepts
• BOMs/Routes in Multisite Environment
• Features of BOMs in Microsoft Dynamics AX 2009
• BOM Levels
• BOM Lines
• BOM Line Type and its Usage
• Bill of Material Form Overview
• Item Form
• BOM Form
• BOM Line Form
• BOM Designer Form
• Bill of Material Creation Process

After completing this module, students will be able to:

Module 2: Creating Simple BOMs

This module explains how to create simple BOMs using the BOM form, and create and edit simple BOMs using the BOM designer.

Lessons

• Create BOMs in the BOM form
• Create and Edit BOMs in the BOM Designer
• Using the BOM Designer from the BOM Form
• Editing BOMs using the BOM Designer
• Deleting BOM Component Lines in the BOM Designer

Lab: Create a BOM without a Version

Lab: Create a BOM in the BOM Designer

After completing this module, students will be able to:

Module 3: Creating BOMs with Versions

This module explains the concept of version control, and describes how to create BOMs with versions. In addition, it covers activating, copying, and changing BOM versions, and creating quantity-dependent BOMs and using other version-related functionality.

Lessons

• BOM Versions Overview
• Version Control Methods
• Version Control Using Date and Quantity
• Version Control Using Site
• Deactivate BOM Versions
• BOM/Route Version Assigned to Multiple Items Based on Site
• Creating BOMs Using the Item form
• Activate Multiple BOM Versions
• Activating BOM Versions and Validating Lines
• Copy BOM Versions
• Copying BOMs
• Change BOM Versions
• Create BOMs with a Version from the BOM Form
• Create BOMs with Versions in the BOM Designer
• Overview of the BOM Designer Functionality
• Quantity Dependent BOMs
• Working with Validity Dates and Sub-BOMs on Component Lines
• Validity Dates of BOM Lines
• Using Validity Dates
• Sub-BOMs on Component Items

Lab: Creating a BOM with a Version from the Item Form

Lab: Creating a BOM with a Version in the BOM Form

Lab: Creating a BOM with a Version in the BOM designer

After completing this module, students will be able to:

Module 4: Working with BOM and Item Configurations

This module explains the purpose, use, and setup of BOM configurations and Item Configurations. In addition, Configuration groups, Configuration routes, and Configuration rules are discussed.

Lessons

• BOM Configurations
• Configuration Groups
• Configuration Route
• Configuration Rule
• Item Configuration
• Item Configuration Prerequisites

Lab: Create and Use Configuration Groups

Lab: Create Configuration Routes

Lab: Create Configuration Rules

Lab: Add Item Configurations

After completing this module, students will be able to:

Module 5: Working with BOM Calculations

This module explains the BOM calculation structure used in Microsoft Dynamics AX 2009, 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

• BOM Calculation Structure
• Cost Breakdown
• Cost Groups, Profit Settings, and Calculation Groups
• Cost Groups
• Profit Settings
• Cost Breakdown Calculation Groups
• Setup of Costing Version
• Use of Costing Version
• Cost Data Maintenance
• Item Price Form
• BOM Calculation Form
• Summary Function
• Complete BOM Calculation Form
• Cost and Sales Price Calculations
• Access Cost and Sales Price Calculation Form
• BOM Calculation Form Accessed from the Item Form
• BOM Calculation Form Accessed from the Periodic Folder
• Explosion Mode and BOM Stop Explosion
• Explosion Mode Options
• Explosion Mode

Lab: Create a Cost Group with Profit Settings

Lab: Create a Calculation Group

Lab: Running BOM Calculations and Comparing Results

After completing this module, students will be able to:

Module 6: Sales Orders and BOMs

This module 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

• Configurable BOMs and Sales Orders
• Viewing BOMs on a Sales Order
• View BOMs using the Composed of