Module 4 Configure production control

Case study 3 Subcontracting

Exercise #1: Set up subcontracting features

The production manager, want to get familiar with the setups before using the subcontracting features of Microsoft Dynamics 365 Supply Chain Management.

The company called you as their MFG functional consultant to help the production manager to better understand the setup.

Can you help?

You will have to do the following:

• Set up the default vendor for a warehouse

• Create a purchase agreement

• Create a work cell for subcontracting (specific to lean manufacturing)

• Create an activity-based subcontracting rule (specific to lean manufacturing)

• Create and schedule a Kanban for subcontracting (specific to lean manufacturing)

• Process and transfer jobs (specific to lean manufacturing)

Steps

Set up the default vendor for a warehouse

1. Go to Inventory management > Setup > Inventory breakdown > Warehouses.

2. In the list, find and select Warehouse 12-801.

3. Verify that the Vendor account field in the General tab is set to US-801.

4. Close the page.

Create a purchase agreement

1. Go to Procurement and sourcing > Purchase agreements > Purchase agreements.

2. Select New.

3. In the Vendor account field, enter or select US-801.

4. In the Purchase agreement classification field, enter or select General purchases.

5. Expand the General section.

6. In the Expiration date field, enter a date in future which agreements should be expired by.

7. Select OK.

8. Expand the Purchase agreement header section.

9. In the Default commitment field, select Product value commitment.

10. Select Lines. Select Add line.

11. In the Item number field, enter or select S0001.

12. In the Warehouse field, enter or select 12-801.

13. Set Net amount to 73570.00.

14. Select Add line.

15. In the Item number field, enter or select S0001.

16. In the Warehouse field, enter or select 12-801.

17. Set Net amount to 50848.00.

18. In the Status field, select Effective.

19. Select Save.

20. Close all forms.

Create a work cell for subcontracting

1. Go to Organization administration > Resources > Resources.

2. Select New.

3. In the Resource field, enter or select GTL-Sub1.

4. In the Description field, enter or select Subcontractor 1.

5. In the Type field, select Vendor.

6. Select Save.

7. Close the page.

8. Go to Organization administration > Resources > Resource groups.

9. Select New.

10. In the Resource group field, enter or select eBookSub.

11. In the Description field, enter or select eBook subcontractor.

12. In the Site field, enter or select site 1.

13. In the Work cell field, select Yes.

14. In the Input warehouse field, enter or select 11.

15. In the Input location field, enter or select 11.

16. In the Output warehouse field, enter or select 12-801.

17. In the Output location field, enter or select 801.

18. In the Calendars FastTab, enter or select Add.

19. In the Calendar field, enter or select Production.

20. Collapse the Calendars section.

21. In the Resources FastTab, select Add.

22. In the Resource field, enter or select 8821.

23. Collapse the Resources section.

24. In the Work cell capacity FastTab, enter or select Add.

25. In the Production flow model field, enter or select Mid-Range Speaker 2 Flow Model.

26. In the Capacity period field, select Standard workday.

27. Set Average throughput quantity to 100.00.

28. In the Unit field, enter or select pcs.

29. Select Save.

30. Close all forms.

Create Activity based subcontracting rule.

1. Go to Production control > Setup > Lean production flow > Production flows.

2. In the list, find and enter or select the Speaker driver link to get to the details page.

3. Under Versions section, enter or select Add.

4. Select OK.

5. In the list, find and select the new version with a status of Draft.

6. Select Activities.

7. Select Create new plan activity.

8. Select Next.

9. In the Name field, enter or select GTL-Subcontracting activity.

10. Select Next.

11. In the Work cell field, enter or select eBookSub. You are assigning a work cell that is associated with the Vendor.

12. Select Next.

13. Select Next.

14. In the list, find and select the row for the runtime. Type 1 in the Time field.

15. In the Time unit field, enter or select hr.

16. Set Per quantity to 10.00.

17. Select Next.

18. Select Finish.

19. Select Create new plan activity.

20. Select Next.

21. In the Name field, enter or select GTL-Transfer to subcontractor.

22. In the Activity type field, select Transfer.

23. Select Next.

24. In the Replenishing field, enter or select eBookSub.

25. In the Replenished field, enter or select eBookSub.

26. Select Next.

27. Select Next.

28. In the list, find and select the row for the runtime. Type 1 in the Time field.

29. In the Time unit field, enter or select hr.

30. Set Per quantity to 4.00.

31. Select Next.

32. Select Finish.

33. In the list, find and select GTL-Subcontracting activity.

34. Select Add successor.

35. In the Activity field, select GTL-Transfer to subcontractor.

36. In the Cycle time ratio field, enter 1.

37. Select OK.

38. Select GTL-Transfer to subcontractor line.

39. Select Details

40. Expand Service terms FastTab.

41. Select Add.

42. In the Service field select S0001.

43. Select Next.

44. In the Service ratio field enter or select 1.2.

45. In the Service unit field select or enter hr.

46. In the Service quantity base field, select Activity time.

47. Select Next.

48. Select Finish.

49. Close the Activity details page.

50. Select GTL-Subcontracting activity.

51. Select Details.

52. Expand Service terms FastTab.

53. Select Add.

54. In the Service field, select S0001 from the drop down

55. Select Next.

56. In the Service ratio field, enter or select 1.0.

57. In the Service unit field, select hr.

58. In the Service quantity base field, select Activity time.

59. Select Next.

60. Select Finish.

61. Close the Activity details page.

62. Select GTL-Transfer to subcontractor.

63. Select Add successor.

64. In the Activity field, enter or select Speaker driver.

65. In the Cycle time ratio field, enter 1.

66. Select OK.

67. Close the Activities page.

68. Select version 1 and enter or select Deactivate. Select OK.

69. Select version 2 and enter or select Activate. Select OK.

70. Close all forms.

Create and schedule Kanbans for subcontracting

1. Go to Product information management > Lean manufacturing > Kanban rules.

2. Select New.

3. In the First plan activity field, enter or select GTL-Subcontracting activity

4. Select the Multiple activities check box.

5. In the Last plan activity field, enter or select GTL-Transfer to subcontractor

6. Select OK.

7. Select on Generate flows and select OK

8. In the Product field, enter or select L0001.

9. Expand the Quantities section.

10. Set Default quantity to 50.00.

11. In the Fixed kanban quantity field, enter 25.

12. Expand the Kanban and card Fast Tab

13. Select the Circulating cards check box.

14. Change the Card assignment to Automatic.

15. Select Save.

16. Select the Create cards button.

17. Clear the Print new cards slider to No.

18. Select Create.

19. Switch to the Kanbans FastTab.

20. Select Add.

21. Select Create.

22. Go to Production control > Kanban > Kanban job scheduling.

23. In the Work cell field select eBookSub.

24. In the list, mark and select the first two rows.

25. Select Schedule from date to open the drop dialog.

26. Select Schedule.

27. Close all forms.

Process and transfer jobs

1. Go to Production control > Kanban > Kanban board for process jobs.

2. In the Work cell field, enter or select eBookSub.

3. In the list, mark the selected row.

4. Select Prepare.

5. Select Start.

6. Select Complete.

7. Expand the Transfer jobs section.

8. In the list, mark the selected row.

9. Select Start.

10. Select Complete.

11. Close the page.