MB-300: 01-001-Workspaces

Intro

Workspaces are simply tile based forms to show related information in one place in standard organized pattern.

Workspace tiles

Most of the standard menu items are removed from respective modules and placed directly under workspace tiles. Like example in previous version of Dynamics AX the menu item for units was different now in D365FO its only under Product maintenance tile.

The basic idea is the similar feature of cues from Dynamics AX but with enhancements. It contains some buttons for action or to show some filtered grid (under workspace tile pane), list of data in modern grid format (tabbed list container), fancy charts (workspace chart pane) and related links (related links panel).

Example/Scenario

The module procurement and sourcing for purchase orders activity have many stages, just by looking as purchase list page which show all purchase orders with various statuses and action required to turn this junk complex information into smaller with limited features with some nice graphs for analysis sufficient for end user instead of clicking and navigating to many places which could be frustrating and time consuming. All this info at one place is a workspace. The standard name for this workpace is Purchase Order Preperation

Purchase Order Preparation – workspace

Creation

Workspace can be create in many ways the 2 know ways are:

  1. Visual studio is required and can be developed on dev environments only which means no direct creation on live.
  2. Directly on any environment without visual studio, the trick is creating a tile linked to power apps like power BI

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MB-300 Introduction

Microsoft has added new certifications in line for Dynamics 365 F & O which now covers more functional areas with reasonable meaning. Before this was not the case only few certifications were/still available for AX 2012 versions compared to massive modules available.

MB-300 Microsoft Dynamics 365 Unified Operations Core

This certification covers intro to most of the best features related to functionality, LCS, security, data migration and support

For more please follow this page and donate to support.

80650-08 : Dimension based configuration

Dimension based configuration

First understand variations, the item having multiple variations created using product masters. Example: Item pen maintains a one item code with different variations like color: blue, red, green and black. Otherwise create new item code as blue pen, red pen, green pen and black pen. Item variations are used in dimension based configurations.

While creating a new item code select

  • Product sub-type: Product master
  • Configuration technology: mostly it is predefined variant change it to dimension based configuration

This is only used when creating routes and to maintain versions by defining rules which item during production order or sales order picks and unpicks item automatically.

Example: The Sales order of phones having multiple accessories included based on warehouse location then no. of accessories to be included or removed automatically during the process is based on configuration rules for bom items.

Configuration Process

  • Configuration groups
  • Create BOM
  • Assign item and configuration groups
  • Create configuration routes
  • Create configuration rules
  • Approve and activate BOM

See good post here

80650-07 : BOM Product Change Cases

BOM Product Change Cases

To document changes made to product and this functionality uses the standard AX 2012 R3 onwards feature of case management functionality.

Product Changes like: Component substitution in BOM, Formulas & Production route

Approvals are used in change cases to release changed component, formulas and routes.

Process

  • Setup
  • Create case
  • Associate Entities
  • Enter case details
  • Approve, activate or expire entities

80650-05 : Creating BOM with versions

BOM versions

For the component items must be setup with proper storage dimension like mandatory site

To plan materials and resources for multiple production sites, the system reflects the BOM version and route version based on req site, valid date and active product dimension for the items qty.

To control BOM versions active or inactive : A combination of date, quantity or site control are used as:

  • Date with different quantities
  • Quantity with different dates
  • Quantity and date on different sites

Example: Create multiple BOM versions with each same basic items plus few items changed in each version with different qty and also control date for activation of each bom versions

Multiple active BOM version per item has activation constraints based on version type chosen

  1. Time period: dates cannot overlap
  2. Quantities: each version must have different quantities
  3. Site: Sites must be different

Production orders selects BOMs automatically if only one active versions is available however in case of multiple active BOMs then in Production order manually BOM selection is required.

Active BOMs can be used in:

  • Sales Order
  • reporting as finished BOM
  • Calculations for BOM item
  • Production Orders

Copying BOMs using Copy BOM route form

Copy a BOM to a new BOM

Under BOM versions item lines below section button functions Copy BOM route form opens

  • Base Data: Copy from BOM No, Site, Item No, Config, date To:
    • BOM No site with replace or add option
    • Or Production Order
  • Production: From Production No  To:
    • Production No with Update BOM No
    • Or Production Order

Copy a BOM to existing BOM

Directly using BOM lines button “Create BOM” which has option to copy a BOM which opens up Copy BOM route form


BOM version via designer

  • Released Product list page:
    • Create, edit , delete new BOMs and BOM versions
      • Checking BOM for errors like BOM circularity, checking which BOM versions attached to selected BO, check route versions
      • Calculations
      • Printing

80650-04 : Creating simple BOM

Creating Simple BOM

Simple means no bom versions required, go to inventory management->common->Bill of materials->New BOM and lines under it.

BOM creation process

  1. Create BOM: from released products->Engineering->BOM->Lines
  2. Create BOM versions: Link the items (item or sub bom) to BOM. Approve and activate BOM versions
  3. Add Products: add component items (item/service type) to BOM. Can be done using BOM designer form or the BOM line form
  4. Create Configurations (optional): setup configurations and/or rules
  5. Create site specific BOM & routes: auto selection of correct BOM route and versions

80650-03 : Exploring BOM form

Exploring BOM form:

One way go main BOM item in Product Info Management -> released products -> Navigation Pane: Engineering -> BOM -> Lines

This opens and shows versions which can approve, activates and calculations along with item lines where each BOM lines tab has

  • General
    • Confi group
    • Item no
    • Position: To organize lines in sequence
    • BOM line type
    • calculation yes no
    • Sub bom  link
    • valid date ranges
    • operation no: route based,  to consume item at a specific step example: Batching plant issues concrete to elements
    • Sub Contractor vendor account
  • Setup
    • Qty
    • Per series: to make no of qty into one series. Example item gloves qty 2 but per series one to become a pair. Used when item qty as a single is too small in value
    • unit
    • Formula: (see measurement topic for more details)
      • Standard
      • Height*Constant
      • Height*width*Constant
      • Height*Width*Depth*Constant
      • Height*Width*Depth/Density*Constant
      • Step
    • Consumption is
    • Flushing Principle
      • Start: When Production Order is created and set to started then item is automatically consumed
      • Finish: When Production Order is created and set to Finished then item is automatically consumed
      • Manual: Item is manually picked and registered against production Order
    • Constant scrap
    • Variable scrap
    • Measurements like height, width, depth, density & constant
    • Step-consumption: if formula type step is selected

2nd way is Inventory Management -> Common->Bill of materials

This opens a form list all BOM items with BOM no and versions

80650-01 : BOM Features

BOM features

  • BOM version: Allows to change BOM overtime, example: swapping items, configurations or removing components if not applicable
  • Graphical BOM: Design a BOM graphically
  • Sub-BOM: Control the BOM type that can be sold, revised or planned independently. If BOM contains another BOM as component then this is multi level BOM. Sub BOM is refered as level 1 and its components as level 2
  • Sub Contracting: BOM component is supplied by a contractor or a purchase order BOM list shipped to the supplier, additional BOM line that contains  the service is included to book the cost of sub-contracting. Note: When BOM line is sub BOM then additional production orders are created
  • Quantity dependent BOMS: control which version of the BOM is used in Productions based on quantity in production order
  • Site dependent BOM and routes
  • Phantom BOMS: same like regular BOM however components can be re-used. Example: One BOM for Concrete which can re-used for each and every new BOM for concrete moulds
  • BOM calculations for manufacturing a particular BOM