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Chapter 1: Work Order Overview
This chapter introduces you to the Work Order module of the Microsoft Dynamics SL product and training course.
Strengths and main features of the Work Order module are discussed, as well as the points of integration between the Work Order module and the other related Microsoft Dynamics SL modules.
Main Topics
- Course Introduction
- Marketplace Overview
- Module Integration Overview
- Process Flow
- Module Strengths
After completing this chapter, students should be able to:
- Understand the goals of this course.
- Understand the Work Order target marketplace.
- Understand how the Work Order module fits into the suite of available modules for the Microsoft Dynamics SL system.
- Follow the flow of transactions through Work Order.
Chapter 2: Active Overview
This chapter summarizes the main processing steps for completing a work order.
Main Topics
- Work Order Processing Steps
After completing this chapter, students should be able to:
- Understand the basic flow of data through the Work Order module.
- Understand how setup options in other Microsoft Dynamics SL modules affect processing.
Chapter 3: Work Order Setup
This chapter examines the core processes that are used in the Work Order module. Each step in the accounting cycle is mentioned, its purpose and primary features, and its function in the accounting cycle. Please note that this chapter is not intended to provide you with a detailed primer on each of these topics. You learn about the prerequisites for using the Work Order module, as well as screens which should be completed when setting up the module.
Main Topics
- Work Order Setup Prerequisites
Lab: Close Modules
- Close appropriate modules so amounts are posted to same period
Lab: Project Controller Settings
- Establish settings in the Project Controller module for the processing of work orders
Lab: Order Management Settings
- Establish settings in the Order Management module for the processing of work orders
Lab: Create Beginning Inventory Balances
- Receive inventory quantities for items that are going to be used in the remaining exercises
After completing this chapter, students should be able to:
- Understand prerequisites for using the Work Order module.
- Understand how setup options in other Microsoft Dynamics SL modules affect processing in the Work Order module.
- Understand which screens should be completed when setting up the Work Order module.
Chapter 4: Work Order Processing
Students learn how to enter work orders, establish the routing steps for work orders, enter material requirements for work orders, and issue the material to work orders. You will also learn how to close work orders.
Main Topics
- Work Order Entry
- Material Requirements/Issues
- Routing/Operations
- Material Issue
- Production Completion
- Work Order Closing
Lab: Single Level Make-to-Stock Work Order
- Enter a work order to build items to place into stock
Lab: Define Material Requirements for the Work Order
- Define the items that must be used to build the items on the work order
Lab: Add Routing Requirements to the Work Order
- Define the routing steps that must be completed for the work order
Lab: Update the Processing Stage for the Work Order
Lab: Prepare the Picking Paperwork
- Print the picking report for the work order
Lab: Issue Material to Fulfill the Work Order's Requirements
- Issue the material to the work order
Lab: Record Labor for the Work Order
- Enter the labor in the Payroll module spent on the work order
Lab: Record Completion for the Work Order
- Record production completion for the work order
Lab: Close the Work Order
- Update the work order to Fin-Closed status
After completing this chapter, students should be able to:
- Enter, process, and complete work orders.
Chapter 5: Work Order Inquiries
Students learn how to use detailed Work Order inquiry screens to quickly drill down to account category, transaction detail, and originating data entry screens on Work Order or Project Controller projects.
Main Topics
- Work Order/Project Inquiry
- Work Order Transaction Inquiry
- Inventory Status Inquiry
- Work Order Detail Inquiry
- Event History Inquiry
Lab: Review and Analyze Work Order Information
- Locate supply and demand information for an item built on a work order
After completing this chapter, students should be able to:
- Understand and access the screens that can be used to obtain detailed information on Work Orders or Project Controller projects.
Chapter 6: Advanced Features
You learn how to transfer components from a Work Order. You learn how to return material or borrow from one order to satisfy another. you are shown how Work Order allows you to transfer material from one work order to another, back to stock (any location), to a project/task, or to scrap. You learn how to use Allocator with a Work Order. You also learn how to change intended production targets at the time the completed production is reported ( even if a work order was initiated with a different intended production target.
Main Topics
- Material Transfers/Returns
- Allocator
- Redirection of Finished Goods
- Tracking Material Movements
Lab: Process a Work Order to Assemble Rear Wheels
- Enter a work order to build rear wheels for a bicycle
Lab: Return Material to Stock
- Return spokes for the rear wheels to stock since they are not needed for the assembly
After completing this chapter, students should be able to:
- Transfer components from a work order.
- Use Project Controller's Allocator with Work Order
- Redirect finished goods
Appendix A: Applying Costs to Work Orders
This chapter introduces you to the concept of how costs are applied both from outside the Work Order module, and from within the Work Order module. This chapter explains the process and different methods that may be used to apply costs.
Main Topics
- Overview
- Account Categories are the Key
- Collecting Costs from Other Modules
- Applying Overhead
- Material Issues
- General Setup
- Alternative for Applying Costs - Special Inventory Items
- Setup
After completing this chapter, students should be able to:
- Understand the setup options, processes and screens which affect how costs are applied to a Work Order.
Appendix B: Work Order Case Study
In this chapter you look at different scenarios and exercises to help you understand Multi-Level Make to Stock Work Orders, and Make to Order Work Orders
Main Topics
After completing this chapter, students should be able to:
- Understand and create Multi-Level Make to Stock Work Orders, and Make to Order Work Orders
Appendix C: Test Your Skill Solutions
In this chapter solutions to Test Your Skills for the whole module is provided.
Main Topics
- Answers to Test Your Skills
After completing this chapter, students should be able to:
- Understand the solutions to the exercises provided throughout the module.
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