Microsoft Business Solutions–Navision for Financial ...



Introduction

The aim of this demo script is to assist the channel in demonstrating the main functionality of Manufacturing Foundation for Microsoft® Business Solutions for Manufacturing–Navision® 4.00 to customers.

The demo script provides instructions on how to demonstrate the benefits of the main features (Manual Planning, Direct Production Reporting and Graphical Production Scheduling) of Manufacturing Foundation for Navision 4.00.

Please note that Microsoft Manufacturing Foundation is an integrated solution designed specifically for small and lower mid-market manufacturers that rely on manual planning and straightforward production processes. This demo script will describe only Microsoft Manufacturing Foundation functionality (Manual Planning, Graphical Production Scheduling and Direct Production Reporting), however, there is also a demo script for Microsoft® Business Solutions-Manufacturing-Navision ® functionality (product design, capacity management, supply planning and order execution). For more information about the Microsoft Manufacturing functionality, please see the ‘Demo Script for Microsoft Manufacturing-Navision 4.00.doc’.

Target Audience test

The demonstration targets potential customers of Microsoft Business Solutions for Manufacturing-Navision who are also interested in buying a product that can support their Production Management strategy. The demonstration can be done for future users of the system or for sales and marketing managers, as well as for any decision maker within a company.

It can also be used to demonstrate the product to our partners in the channel who need to get more familiar with the simplified manufacturing functionality within Manufacturing Foundation.

Important Demo Data Guidelines

If you decide to demonstrate the 3 features exactly as scripted in this document then the demonstrations must be run in one database and in the order defined by the scripts.

There is no special demo data file for these scripts. In stead, a few manual modifications must be made to the standard Cronus company before starting the demonstration:

• Delete all existing sales orders for bicycle items.

• Create one sales order for 10 bicycles at BLUE location.

• Delete all planned and firm planned production orders.

As a general rule, keep to the suggested records during the demo because these records have a large amount of demo data associated with them.

Note: The Order Planning window will contain a lot of unplanned demand during all of the 3 different planning tasks, and many of these planning lines will be ignored during the demo – as explained in the script.

DEMO Scenarios

|#1 Manual Planning |

|The Production Planner must periodically handle new demand – both from sales and production – to create the necessary supply orders. This|

|may be done at fixed intervals, for example every morning or every Monday, or it may be done when notified by Sales or Production, |

|depending on the type of demand. The involved tasks are performed from the Order Planning window – a simple supply planning tool, which |

|is based on manual decision-making rather than parameter-based automatic planning. |

|Note (to the audience): The standard Cronus demonstration company currently has a lot of unplanned demand. During the different planning |

|tasks illustrated in the following demonstration, we will deviate from the realistic business flow by ignoring some demand with close due|

|dates and in stead proceeding to non-urgent demand with much later due dates. |

|What to do |What to say |Screen shots |

|While in the Navigation Pane, |The Order Planning window can be |[pic] [pic] [pic] [pic] |

|show that Order Planning can |opened from different application | |

|be accessed from: |areas depending on the role (some | |

|Manufacturing, Planning |sales and purchase staff may | |

|Sales/Marketing, Order |sometimes create purchase or | |

|Processing |production orders for particular | |

|Purchase, Planning |demand). | |

|A production order, Order, | | |

|Planning |The Order Planning window can also| |

| |be opened directly from a | |

| |production order showing its | |

| |specific demand. | |

|From the Manufacturing menu, |The typical user in small mfg. | |

|go to Planning and select |companies is a Production Planner | |

|Order Planning. |who deals with all new demand in | |

| |order to create the needed supply | |

| |orders. When the Order Planning | |

| |window first opens, a plan must be| |

| |calculated to show the new demand | |

| |situation since it was last | |

| |calculated. (It is currently | |

| |empty.) | |

|What to do |What to say |Screen shots |

|Click Functions, Calculate |Now the MRP logic behind the Order|[pic] |

|Plan. |Planning window analyzes any new | |

| |demand that has been introduced – | |

| |from new or changed sales or | |

| |production orders. | |

| |It calculates the needed quantity,| |

| |based on total availability, of | |

| |each demand line found. This | |

| |calculation is done | |

| |order-by-order, meaning that the | |

| |order which includes the demand | |

| |line with the earliest | |

| |due/shipment date is considered | |

| |first, and all other demand lines | |

| |in that order, irrespective of | |

| |their individual due/shipment | |

| |dates, are also calculated for | |

| |that order. | |

|Make sure the Order Planning |When the calculation is completed,|[pic] |

|window is maximized and that |the window displays all | |

|column fields are resized to |unfulfilled demand as collapsed | |

|show all the default field |order header lines sorted by | |

|names clearly. |earliest demand date. | |

| |As you can see, Cronus has several| |

| |orders with unfulfilled demand. | |

| |Each bold planning line represents| |

| |an order – sales order or | |

| |production order – which includes | |

| |at least one order line with | |

| |insufficient availability. | |

|In the Show Demand As field, |With the Demand Type field we can | |

|select different filters to |decide which order types to see. | |

|illustrate the different |Remark: Orders without | |

|views. |availability problems are not | |

|Finish on the All Demand |shown. If none existed when a plan| |

|filter. |was calculated, the system would | |

| |display a message and no planning | |

| |lines would appear. | |

|Planning Task 1 |

|Now we will go through a simple planning task: To make purchase order for needed components as suggested by the system. |

|What to do |What to say |Screen shots |

|On the first line, move the |In the bold planning line, | |

|cursor to the Description |representing the order header, the| |

|field. |Description field shows the name | |

| |of the produced item – carried | |

| |from the production order header. | |

| |Remark: Had the production order | |

| |been a so-called project order, | |

| |the sales header would be carried | |

| |to the production order and then | |

| |this description field would show | |

| |the customer name. | |

|While still in the Description|Under released production order |[pic] |

|field, expand the first line |101001, we can see that 7 | |

|(show or explain short-cut |components have insufficient | |

|keys; Ctrl-Shift-A). |availability. | |

|Move the cursor down to the |Now we see the actual demand lines| |

|first demand line, Item No. |in the order and some more fields | |

|LSU-15. |are shown. | |

| |Remark: On demand lines, the | |

| |Description field always shows the| |

| |descriptions of the demanded item.| |

| |Notice that the demand date is the| |

| |same for all planning lines in the| |

| |order because of the | |

| |order-by-order principle mentioned| |

| |before. | |

|What to do |What to say |Screen shots |

|Click Line, Show Document. |From all planning lines, there is |[pic] |

| |a quick link to view the source | |

| |order in question: Just click | |

| |Line, View Document. | |

|Escape the Production order to| | |

|return to Order Planning. | | |

|Move the cursor forward to the|The Needed Quantity field contains| |

|Needed Quantity field as you |the quantity of the demand line – | |

|explain. |transferred directly from the | |

| |sales or production order. This | |

| |field is read-only. | |

|Direct attention to the |The Quantity Available field shows| |

|Quantity Available field at |the total availability of the | |

|the bottom of the window. |demanded item on the active line. | |

| |(This quantity is the same as the | |

| |Projected Available Balance field | |

| |in Item Availability by windows.) | |

|Move the cursor to the |In the Replenishment System field,| |

|Replenishment System field. |we can select which type of supply| |

|Click the drop-down button and|order to create to cover the | |

|explain the options. |demand in question. | |

|Finish on Purchase. | | |

|What to do |What to say |Screen shots |

| |The default value is that of the | |

| |item card (or SKU card), but you | |

| |can change it to one of 3 options:| |

| |Purchase – to create a purchase | |

| |order. | |

| |Transfer – to create a transfer | |

| |order. | |

| |Prod. Order – to create a | |

| |production order. | |

| |For this production order, we | |

| |decide to purchase all the | |

| |loudspeaker components from | |

| |CoolWood Technologies. | |

|Move the cursor to the Supply |In the Supply From field we must | |

|From field. |select a value according to the | |

| |selected replenishment system: | |

| |Vendor for purchase, and location | |

| |for transfer. | |

| |If the field is not filled in, the| |

| |system will display an error | |

| |message when you later try to make| |

| |the supply orders. | |

| |Remark: If the components had a | |

| |default vendor nos. set up on | |

| |their item cards, they would be | |

| |preset on the lines. | |

|Click the look-up button. In | |[pic] |

|the Item Vendor Catalogue | | |

|window, look up to vendor | | |

|numbers and select vendor | | |

|30000. Click OK until you get | | |

|back to the Order Planning | | |

|window. | | |

|What to do |What to say |Screen shots |

|Copy vendor no. 30000 (F8) to | | |

|the other speaker components | | |

|of this production order. | | |

|Move the cursor over the last |We will leave the suggested order | |

|3 fields to show that they are|quantities unchanged as well as | |

|editable. |the order dates. | |

| |WE ARE NOW READY TO CREATE A | |

| |PURCHASE ORDER ACCORDING TO OUR | |

| |PLANNING. | |

|Click Make Orders. |We therefore click Make Orders. On| |

| |the Order Planning tab we get | |

| |options about which planning lines| |

| |to handle. | |

|Click through the 2 tabs to |the Active Line – to make the |[pic] |

|illustrate the different |selected supply order only for the| |

|options while explaining. |line in which the cursor is placed| |

| |the Active Order – to make the | |

| |selected supply order(s) for all | |

| |the planning lines in the order in| |

| |which the cursor is placed. | |

| |All Lines – to make the selected | |

| |supply orders for all planning | |

| |lines in the Order Planning | |

| |window. | |

| |Here we will use the Active Order | |

| |option. | |

|What to do |What to say |Screen shots |

| |On the Options tab, we can choose |[pic] |

| |to make the 3 kinds of supply | |

| |orders directly or we can make | |

| |requisitions to be processed | |

| |further in other worksheets. | |

|Finish on the defaults: |Here we will make a purchase order| |

|- the Active Order |directly and therefore choose Make| |

|- Make Purc. Order. |Purch. Order. | |

|Click OK to create the |Last, we click OK to make a supply|[pic] |

|purchase orders for all the |order for all the demand lines | |

|component demand. |under the production order header | |

| |line. | |

|Back in Order Planning window,|Released production order 101001 | |

|show that production order |is no longer shown indicating that| |

|101001 is gone. |its demand is now planned for. | |

|Planning Task 2 |

|Next we will go through a planning task where we plan to supply by transferring in stead of purchasing. |

|What to do |What to say |Screen shots |

|Move the cursor down to the |This time we plan for demand from | |

|planning line for order number|a sales order. Now demand lines | |

|2008. |represent sales lines – and not | |

| |component lines as was the case | |

| |for the production demand. | |

|Expand the line and move the |Sales order number 2008 is for 10 |[pic] |

|cursor to the demand line. |pieces of loudspeaker LS-120, | |

| |ordered by John Haddock Insurance | |

| |Co. | |

| |The system has filled the line | |

| |with the item’s defined | |

| |replenishment system and default | |

| |vendor. | |

| |Let us consider alternative means | |

| |of supply than the defaults | |

| |suggested on the line. | |

|Direct attention to the |In the Earliest Date Available | |

|information fields at the |field we can see that the 10 | |

|bottom of the window. Move the|needed pieces will be available, | |

|cursor along the fields as you|on an inbound supply order, 9 days| |

|explain. |later than our current due date. | |

| |This is too late for our customer | |

| |and we can’t stall the sale that | |

| |long. | |

| |In stead, we see in the Available | |

| |for Transfer field that we have 13| |

| |pieces of the item on another | |

| |location. And we proceed to plan | |

| |for this stock. | |

|What to do |What to say |Screen shots |

|Click the look-up button in |The Get Alternative Supply window |[pic] |

|the Available for Transfer |shows the basic information | |

|field. |relevant to this planning task and| |

| |is merely designed for a quick | |

| |“look-up and get” action. | |

|Click Ok. |We simply click OK to “book” the | |

| |10 pieces available at the | |

| |location. | |

|Direct attention to the demand|As you can see, the system has now|[pic] |

|line for 10 speakers and |exchanged the suggested purchase | |

|explain the new supply type. |with a transfer from green | |

| |location. This time, the Make | |

| |Order function will create a | |

| |transfer order from green to the | |

| |demanded location. | |

| |Remark: The Substitutes Exists | |

| |field functions in the same way. | |

|Planning Task 3 |

|Now we will plan sales demand for a produced item with multiple product levels, which each create dependent production demand. |

|What to do |What to say |Screen shots |

|Move the cursor to the |This demand is a sales line like |[pic] |

|planning line with sales |in the previous task, but this | |

|demand for order number 1001 |item has a defined replenishment | |

|(4 lines from the bottom). |system of Prod. Order. | |

|Expand the line and move the | | |

|cursor to the Replenishment | | |

|System field. | | |

|Click Line, and show the |From the Line button, we can look |[pic] |

|different lookups. |up to the sales order as | |

|Finish in the Planning |illustrated earlier. But because | |

|Components window. |this demand line represents a | |

| |virtual production order proposed | |

| |by the system, we can also look up| |

| |to the relevant production master | |

| |date. | |

| |This is similar to the planning | |

| |capabilities from a real | |

| |production order and enables the | |

| |Planner to adjust various | |

| |production requirements such as | |

| |components and operations. | |

|What to do |What to say |Screen shots |

|Change the Quantity per from 1|While we are here let us add an |[pic] |

|to 2 for the Bell. |extra bell to the component need | |

| |of each bicycle. | |

|Escape to get back to the |Back in the Order Planning window,|[pic] |

|Order planning window. |we begin to consider planning | |

| |alternatives. In this case, we | |

| |have no alternative means of | |

| |supply – no transfer, substitute | |

| |or later delivery – and we | |

| |therefore proceed to create the | |

| |suggested supply order – a | |

| |production order. | |

|Click Make Order and complete | | |

|the function. | | |

|Back in Order Planning window,|The planning line for sales order |[pic] |

|illustrate that the sales |1001 is now gone indicating that | |

|demand line is gone. |the initial sales demand is | |

| |covered. | |

|What to do |What to say |Screen shots |

|Close the Order Planning |Now, we could stay in this view | |

|window while explaining that |and complete all the planning | |

|we are taking on a more |tasks. Alternatively, we will go | |

|production-oriented planning |to the production order we just | |

|role. |made and access the Order Planning| |

|Important: Make sure the |window from there. This will | |

|window is closed or we will |illustrate how the system | |

|have 2 instances later. |accommodates a more specialized | |

| |Production Planner role. | |

|Open firm planned production |Here is the production order we |[pic] |

|order 101001 (for 10 |just created with the Make Orders | |

|bicycles). |function. | |

|Go to Prod. Order Components |Let us just check that they will |[pic] |

|to illustrate that the “double|be produced with double bells. | |

|bell” are carried. |Fine. | |

|What to do |What to say |Screen shots |

|Click Order, Planning. |Now we are a Production Planner |[pic] |

| |who needs to plan for this | |

| |specific production order. We | |

| |therefore access the Order | |

| |Planning window by clicking Order,| |

| |Planning. | |

| |This view is always filtered on | |

| |Production Demand – and we don’t | |

| |see Sales Demand. | |

| |Remark: The system deliberately | |

| |does not show demand only for the | |

| |production order in context | |

| |because it is “risky” to plan for | |

| |one production order without | |

| |overview of demand for potentially| |

| |earlier component lines. | |

| |The 2 loudspeaker production | |

| |orders are the same we left | |

| |unplanned last time we were in | |

| |here and will ignore them. | |

|Click Functions, Calculate |We must calculate a plan before we|[pic] |

|Plan. |can see any new demand. | |

| |Now we see new lines for our | |

| |specific production order and all | |

| |its demand lines are expanded. | |

|What to do |What to say |Screen shots |

|Click View, Show Column and |To get some extra information |[pic] |

|enable the Demand Quantity and|about these demand lines, let us | |

|Demand Qty. Available fields. |call up some more quantity fields | |

| |on the lines. We would like to | |

| |also see the Demand Quantity field| |

| |and the Demand Qty. Available | |

| |field. | |

| |Now we can clearly see that we | |

| |need to supply 10 of each | |

| |component. | |

| |Note that 4 of the demand lines | |

| |have replenishment system Prod. | |

| |Order. These 4 subassemblies | |

| |represent the second product level| |

| |of the bicycle. | |

| |The system’s default replenishment| |

| |settings are already filled in and| |

| |we can proceed to make orders. | |

|Click Make Order. |In the Make Supply Order window, |[pic] |

|Direct attention to the |we use the default settings. | |

|embedded help text on the |Before we click OK, let us just | |

|Order Planning tab. Read the |read this piece of embedded | |

|text aloud. |information. (Read the Help text).| |

| |Aha, this is important to us | |

| |because we know that the bicycle | |

| |has a couple of produced | |

| |components – subassemblies – in | |

| |its product structure, which might| |

| |be in demand when we create this | |

| |production order. | |

| |Now we can click OK to create | |

| |production orders for the second | |

| |product level of the bicycle. | |

|What to do |What to say |Screen shots |

|Illustrate that the top-level |The planning line for top-level |[pic] |

|production demand line is |production order 101001 is now | |

|gone. |gone indicating that the initial | |

| |demand is planned for. | |

|Click Functions, Calculate |Let us now recalculate the plan as| |

|Plan. |instructed in the embedded text. | |

|Direct attention to the 4 new |As you can see, new production |[pic] |

|lines. |demand is introduced from the | |

| |subassemblies that must be | |

| |produced to create the bicycles. | |

|Explain that the system |Because we entered the Order | |

|message is there because we |Planning window from firm planned | |

|entered the window from order |order 101001, the system tells us | |

|101001. |that that particular order is now | |

| |planned and no new lines are | |

| |created for it. | |

|What to do |What to say |Screen shots |

|Delete the first 2 lines for |To quickly make orders for our new|[pic] |

|loudspeakers. |production demand, we will first | |

| |delete other lines in the window | |

| |for now. | |

| |REMARK: REMEMBER, ANY EXISTING | |

| |DEMAND WILL ALWAYS REAPPEAR WHEN | |

| |WE CALCULATE A PLAN, SO THESE | |

| |PLANNING LINES WILL NOT GET LOST. | |

|CLICK FUNCTIONS, EXPAND ALL. |NOW TO GET AN OVERVIEW OF ALL THE |[pic] |

| |PRODUCTION DEMAND FOR OUR 10 | |

| |BICYCLES, WE CLICK FUNCTIONS, | |

| |EXPAND ALL. | |

| |The suggested supply plan looks OK| |

| |and we decide to make the proposed| |

| |orders. | |

|Direct attention to the 2 |Note that 2 demand lines are for | |

|wheel hub demand. |additional production orders – | |

| |namely the third product level of | |

| |the bicycle. This means that | |

| |afterwards we must recalculate a | |

| |plan for the third time. | |

|What to do |What to say |Screen shots |

|Click Make Orders, select All |Again we “make orders” and this |[pic] |

|Lines and click OK. |time we select to make for all the| |

| |lines. | |

|Click Functions, Calculate |Back in the empty Order Planning | |

|Plan again. |window, we calculate a plan again | |

|(Explain the message again) |– to plan the bicycle structure | |

| |right to the bottom. | |

| |Again – we entered from a specific| |

| |order and therefore get that | |

| |specific availability message. | |

| | | |

| |Production orders are proposed to | |

| |supply the wheel hubs – one for 10| |

| |front hubs and one for 10 back | |

| |hubs. | |

|Delete the top 2 lines and |We go ahead and make the suggested|[pic] |

|select to make orders for all |orders by first deleting the | |

|lines. |loudspeaker orders and then | |

| |clicking Make Orders, All lines | |

| |and then OK. | |

|What to do |What to say |Screen shots |

|Direct attention to the fact |Then, as a last check, we | |

|that Order Planning shows no |calculate a plan again. | |

|new bicycle demand. |This time, only the loudspeakers | |

| |are still needed – meaning that | |

| |the 10 bicycles are planned | |

| |through all product levels. | |

|Escape the Order Planning | | |

|window. | | |

|Go to a firm planned |To confirm, we can go to the list |[pic] |

|production order and press F5.|of firm planned production orders | |

| |by pressing F5 from any firm | |

| |planned order. | |

| |Notice on the starting/ending | |

| |times of the individual orders | |

| |that they are scheduled according | |

| |to the product structure so that | |

| |the lowest-level components are | |

| |produced first. | |

| |This also illustrates why it is | |

| |important to plan multi-level | |

| |items right to the bottom as shown| |

| |in this planning workflow. | |

|Close all windows before you |This concludes the demonstration | |

|proceed to demonstrate Direct |of Manual Planning. | |

|Production Reporting (scripted| | |

|below). | | |

|Benefits |

|This feature is a simple supply planning tool that functions as a manual MRP system, where the user makes planning decisions |

|order-by-order based on visibility and manual planning functions. The Order Planning feature uses parts of the existing planning engine |

|to find and analyze new demand but it does not consider planning parameters defined for the items and is therefore much more transparent |

|than the automatic system. |

|The Order Planning window displays all new demand along with advanced availability information and suggestions for supply. It provides |

|the visibility and tools needed to manually plan for demand from both sales lines and component lines and then create different types of |

|supply orders directly. It requires that a Planner deals with demand level-by-level. That is, any dependent demand for lower-level |

|production items is only visible to the system after the higher level is planned. The Order Planning feature includes functions to supply|

|from alternative sources, to easily create different supply orders and to quickly recalculate new demand. |

|#2 DIRECT PRODUCTION REPORTING |

|AT REGULAR INTERVALS, PRODUCTION STAFF MUST RECORD COMPONENTS CONSUMED, TIME SPENT, AND END ITEMS OUTPUTTED FOR RELEASED PRODUCTION |

|ORDERS. THESE TASKS CAN ALL BE PERFORMED IN THE PRODUCTION JOURNAL WINDOW. THE JOURNAL COMBINES THE FUNCTIONS OF THE SEPARATE CONSUMPTION|

|JOURNAL AND OUTPUT JOURNALS INTO ONE JOURNAL, WHICH IS ACCESSED DIRECTLY FROM A RELEASED PRODUCTION ORDER. THE VALUES ARE POSTED TO |

|LEDGER ENTRIES UNDER THE RELEASED PRODUCTION ORDER: CONSUMPTION QUANTITIES ARE POSTED AS NEGATIVE ITEM LEDGER ENTRIES, OUTPUT QUANTITIES |

|ARE POSTED AS POSITIVE LEDGER ENTRIES, AND TIMES SPENT ARE POSTED AS CAPACITY LEDGER ENTRIES. POSTED VALUES CAN ALSO BE VIEWED AT THE |

|BOTTOM OF THE JOURNAL AS ACTUAL QUANTITIES. |

|WHAT TO DO |WHAT TO SAY |SCREEN SHOTS |

|IN THE NAVIGATION PANE, GO TO |CONSUMPTION AND OUTPUT REPORTING | |

|MANUFACTURING, EXECUTION, |OF COURSE ALWAYS TAKES PLACE FROM | |

|RELEASED PRODUCTION ORDERS. |RELEASED PRODUCTION ORDERS. | |

|OPEN RELEASED PRODUCTION ORDER|FOR THE FOLLOWING SCENARIO WE USE |[pic] |

|1011003 (16 BICYCLES). |ORDER NUMBER 1011003 FOR 16 | |

| |BICYCLES DUE ON 31/01/01. | |

| |Remark: Work date is 25/01/01 so | |

| |you can see it really doesn’t | |

| |start until tomorrow. But we will | |

| |go ahead and demonstrate the | |

| |feature although in reality no | |

| |output can be made from this order| |

| |yet. | |

|From released production order|To record consumption and/or | |

|1011003, click Line, |output for this production order | |

|Production Journal. |line, we simply click Line, | |

| |Production Journal. | |

|What to do |What to say |Screen shots |

|When the journal opens, make |Remark while it opens: For | |

|sure the columns are expanded |multi-line production orders, the | |

|to show all field names |recording must be done line by | |

|clearly – also the first |line. Alternatively, the | |

|field, Entry Type. |consumption and output journals | |

| |respectively can be used for batch| |

| |posting of an entire production | |

| |order. | |

| |Here we see the Production Journal| |

| |window preset with the relevant | |

| |production data of released order | |

| |1011003. | |

|Move the cursor vertically |The journal holds consumption |[pic] |

|down the Entry Type column. |lines, representing components, | |

| |and output lines, representing | |

| |operations. | |

| |For this production order, | |

| |components are listed first | |

| |followed by operations – in bold. | |

| |If the BOM and routing of the | |

| |order had been set up with | |

| |so-called routing links, the | |

| |journal would show components | |

| |indented under their linked | |

| |operations thus reflecting the | |

| |actual process structure. | |

|Move the cursor horizontally |As you can see, the different | |

|across the different columns |lines show only the information | |

|as you explain. |and quantity fields relevant to | |

| |that specific entry type – all | |

| |irrelevant fields are blank and | |

| |write-protected. | |

|What to do |What to say |Screen shots |

|In the Consumption Quantity |If entries are already recorded, | |

|field, move the cursor down |either manually or automatically, | |

|over all the zero values while|they will show at the bottom as | |

|directing attention to the |actual quantities. | |

|Consump. Qty. field at the |For example, we can see that all | |

|bottom of the journal. |the components for this order have| |

| |already been consumed. | |

|Shortly drop down the Prod. |Remark: Details about the posted |[pic] |

|Order button to show the menu |entries can be found under the | |

|items under Ledger Entries. |Prod. Order button, Ledger | |

| |Entries. | |

|Move the cursor to the |Items and resources can be set up |[pic] |

|Flushing Method Filter field. |to record consumption and output | |

|Leave it on Manual. |automatically when production | |

| |starts and finishes. Entries | |

| |recorded by these so-called | |

| |flushing methods can also be shown| |

| |in this journal selecting the | |

| |relevant filter up here. | |

|MOVE CURSOR TO THE FIRST OF |WE WILL NOW RECORD SOME OUTPUT | |

|THE 4 OUTPUT LINES. |VALUES FOR THIS RELEASED ORDER. | |

|THEN MOVE IT ACROSS TO THE |YOU CAN SEE IN THE OUTPUT QUANTITY| |

|OUTPUT QUANTITY FIELD. |FIELDS THAT THE SYSTEM HAS PRESET | |

| |THESE FIELDS WITH THE EXPECTED | |

| |QUANTITY – THAT IS, THE QUANTITY | |

| |HELD ON THE PRODUCTION ORDER. FOR | |

| |SOME COMPANIES WITH VERY STEADY | |

| |OUTPUT THIS IS CONVENIENT AS THE | |

| |RECORDING CAN BE COMPLETED | |

| |QUICKLY. BUT FOR OTHERS IT MAY BE | |

| |“RISKY” TO PRESET THE EXPECTED | |

| |QUANTITY BECAUSE A USER MAY | |

| |ACCIDENTALLY RECORD THIS QUANTITY | |

| |ALTHOUGH THE ACTUAL OUTPUT WAS | |

| |DIFFERENT. | |

|What to do |What to say |Screen shots |

| |Therefore, Navision provides a | |

| |setup for this. | |

|Leave the Production Journal |Let us quickly go out and look at |[pic] |

|open, go across to the |this under Manufacturing Setup. | |

|Navigation Pane and scroll to |Here you see the setup field where| |

|Setup, Manufacturing Setup. |we can select how to preset output| |

|On the General tab, drop down |lines. As you may know, it is only| |

|the Preset Output Quantity |the value on the last output | |

|field. |journal line that is posted as an | |

| |actual inventory adjustment. | |

| |Because this line is the most | |

| |critical in this respect, a setup | |

| |option therefore exists to preset | |

| |with Zero on Last Line. | |

|Leave the Expected Quantity |OK – let’s get back to our | |

|option on, escape the setup |production journal. | |

|window. This should bring you | | |

|back to the Production | | |

|Journal. | | |

|Enter quantities in the Output|For the first 2 operations, we |[pic] |

|Quantity fields as explained. |enter 100 minutes of run time, | |

| |leave the expected output quantity| |

| |of 16. In the last 2 operations we| |

| |have only finished 14 and will not| |

| |record any run time at this point.| |

| |Last, we press F11 to post and | |

| |answer Yes to proceed. | |

|What to do |What to say |Screen shots |

|After posting, explain that |Now we can see that the journal | |

|the journal lines just handled|lines we just handled have | |

|have disappeared. |disappeared. The remaining | |

| |consumption lines will remain as | |

| |statistic as long as the | |

| |production is unfinished – 2 still| |

| |remain to be outputted. | |

|Escape the Production Journal |The posted output lines will also | |

|and then reopen it – Line, |show as statistic – but we must | |

|Production Journal. |close and reopen the journal | |

| |first. | |

|Scroll through the output |Now, as we scroll down the output |[pic] |

|lines as you direct attention |lines, we can see in the “Actual” | |

|to the actual quantity fields |fields at the bottom how much has | |

|at the bottom and explain. |been recorded for this released | |

| |production order. | |

|Close all windows before you |This concludes the demonstration | |

|proceed to demonstrate |of Direct Production Reporting. | |

|Graphical Production | | |

|Scheduling (scripted below). | | |

|Benefits |

|This feature makes it possible to record consumption and output from the context of a production order line. |

|The Production Journal window combines the functions of the consumption journal and the output journal into one journal, which is |

|accessed directly from a released production order line. When the journal is opened, it is preset with the expected or remaining (by |

|partial posting) quantities or times to be recorded – both output and consumption. With the use of routing link codes, the consumption |

|lines (components) will be indented under the linked output lines (operations) thus providing a nice process overview. Quantities and |

|times already recorded for the production order line are displayed at the bottom of the journal as actual entries. |

|#3 Graphical Production Scheduling |

|When production orders are first created, either manually or through planning, they have realistic, but not necessarily optimal operation|

|starting and ending times – this is called rough scheduling. This logic functions well and provides a solid foundation, but it does not |

|load the production resources optimally and you may therefore want to perform rescheduling. |

|Rescheduling can be defined as changes you make concerning: |

|the starting and ending times of individual operations |

|which production resources operations are performed at. |

| |

|Rescheduling can be performed in the Production Schedule window, which is a Gantt chart that represents all ongoing production orders and|

|their respective loading of production resources. It is fully integrated with the rest of the system and allows you to reschedule |

|operations by drag and drop in this graphical interface and thus update the related production order data. |

|What to do |What to say |Screen shots |

|While in the Navigation Pane, |The Production Schedule window |[pic] [pic] [pic] [pic] |

|show that Production Schedule |can be opened from different | |

|can be accessed from: |application areas depending on | |

|Manufacturing, Planning |the role (some sales staff may | |

|Sales/Marketing, Order |sometimes want to see the | |

|Processing |schedule so they can respond | |

|Order Planning window, Functions|accurately to customer inquiries| |

|Production order, Functions. |about the status of their | |

| |orders. | |

| |The typical user is Production | |

| |Planner who may access the | |

| |window in different situations | |

| |either to get an overview of | |

| |order progress, to plan | |

| |capacities, or to reschedule | |

| |existing production orders. | |

|Scheduling Task 1 |

|First we take on the role of a sales person who needs to check the progress of a particular order because the customer has inquired if it|

|will deliver on time. |

|What to do |What to say |Screen shots |

|From the Sales & Marketing |With the Order Tracking feature | |

|menu, click Order Processing, |from the sales order we have found| |

|Production Schedule. |out that the order is being | |

| |supplied with production order | |

| |1011003. | |

| |From our Order Processing menu | |

| |group we click Production | |

| |Schedule. | |

|As soon as the Production |When first opened, the window is |[pic] |

|Schedule appears to the right |set to the so-called Resource | |

|of the Navigation Pane, click |View. This time, we are not here | |

|the maximize button to expand |for capacity planning so we select| |

|it to the whole screen. |the Production Order View on this | |

| |view button. | |

|Click the “dynamic” Production|In this view we see all existing |[pic] |

|Order View button at the |production orders in the system | |

|bottom. |listed in the left pane – each | |

| |production order status has a | |

| |unique own color. | |

|What to do |What to say |Screen shots |

|In the left pane, move the |The 4 existing production orders | |

|cursor up and down the 4 |are all expanded here because | |

|production orders listed to |there is room on the screen to do | |

|the left. |so. | |

| |If more orders were listed, some | |

| |would be collapsed and a vertical | |

| |scroll bar would appear to the | |

| |right of the interaction pane – | |

| |that’s what we call the center | |

| |area. | |

|Collapse and expand a couple |We can collapse and expand the | |

|of information levels. |different levels of information as| |

| |required. | |

| |Remark: Assembly Department is the| |

| |work center used, and Mike | |

| |Seamans, etc. are the different | |

| |machine centers performing | |

| |different operations. | |

|Move the cursor to the time |The top horizontal pane is the | |

|scale. |time scale. | |

|Click and drag the time scale |To expand the scale to show more | |

|back and forth to illustrate. |days, we can simply click anywhere| |

|Leave it slightly longer than |on the scale and drag it left or | |

|the initial so that the red |right to adjust the scale. | |

|squares (due dates) are | | |

|visible to the right. It | | |

|should be about 8 days after | | |

|today’s date (the red line). | | |

|What to do |What to say |Screen shots |

|Illustrate the zoom function: |Another quick way to expand the |[pic] |

|Press Shift + num keys -/+, or|view is to zoom in using these | |

| |smart zoom keys. | |

|Press Shift + right/left mouse| | |

|button. | | |

| | | |

|First zoom in 3-4 times and | | |

|then zoom back out to the | | |

|initial view. | | |

| |The total scope of calendar days | |

| |that can be shown on the time | |

| |scale can be set up in the system.| |

| |Let us quickly go out and look at | |

| |this setup | |

|Toggle (select other window) |Here we can enter a starting date |[pic] |

|to Navision. Go to |and ending date to define the | |

|Manufacturing, Setup, |total horizon relative to today’s | |

|Production Schedule Setup. |date. | |

|Move the cursor over the 2 |The current setup of minus one day| |

|date formula fields as you |as starting date means one day | |

|explain. |before today’s date, represented | |

| |by the vertical red line in the | |

| |Production Schedule window. | |

|What to do |What to say |Screen shots |

|Move the cursor to the |The last setup field defines | |

|Progress Calculation field, |whether operation progress is | |

|drop down the 2 options while |shown as time spent or quantities | |

|you explain. |produced – both of which are | |

| |recorded on output lines as | |

| |demonstrated earlier. | |

|Change the setting to Based on|In a minute we will be looking for|[pic] |

|Quantity. |a progress value of quantity and | |

| |we therefore select that setting | |

| |now. | |

| |Remark: Of course, this would | |

| |normally be a fixed setup. | |

|Escape the setup window and |Now, we are back as the sales | |

|toggle to the Production |person tracking the progress of | |

|Schedule window. |released production order 1011003.| |

| | | |

|In the left pane, hover the |To the left, we clearly see the |[pic] |

|cursor over the order |order number. If we need details | |

|description 1011003. |about the order, we simply leave | |

| |the cursor over the order | |

| |description – and a tool tip text | |

| |appears with relevant details. | |

| |Such tool tip information is | |

| |available for practically all data| |

| |elements in the Production | |

| |Schedule window. | |

|What to do |What to say |Screen shots |

|Move the cursor out to one of |In the interaction pane to the | |

|the operations in the order |right of the order description, we| |

|and show that tool tip text |see the actual operations | |

|appears. |scheduled for the order. | |

| |Again, a tool tip text for each | |

| |operation will confirm that we are| |

| |looking at the right order. | |

|While on an operation, |We are looking for progress | |

|right-click and select Show |information about the last | |

|links. |operation. To get a clearer | |

| |picture of the operation sequence,| |

| |we can right- click in one of the | |

| |operations blocks and select Show | |

| |links. | |

|Anywhere in the interaction |Also, right-click anywhere in the |[pic] |

|pane, right-click and select |interaction pane and select Show | |

|Show progress |progress. | |

| |Now we clearly see which operation| |

| |is last. And we see blue bars | |

| |representing progress. | |

|Place the cursor on first the |For these short operations, we |[pic] |

|last and then the second last |need more visible progress detail | |

|operation long enough to show |and we therefore activate tool tip| |

|the Progress Percentage in the|texts for the last and then second| |

|tool tips. (Read the |last operation. | |

|percentage value aloud if the |Here we see in the Progress | |

|audience cannot see them.) |Percentage text that the last 2 | |

| |operation have a few pieces | |

| |remaining – 87, 5 % finished. | |

| |Remember earlier that we only | |

| |recorded 14 as output on the last | |

| |2 operations. | |

|What to do |What to say |Screen shots |

|Direct attention to the red |This red square represents the |[pic] |

|square representing the |production order due date. | |

|production order due date. |The sales person now has a clear | |

| |impression of order status, and | |

| |will probably reply to the | |

| |customer that the order is | |

| |progressing as planned and will | |

| |ship on the promised date. | |

|Escape the Production Schedule|Because no changes were made to | |

|window illustrating that |the schedule, we can simply close | |

|nothing needs to be saved. |it without saving. | |

|Scheduling Task 2 |

|Now we take on the role of the production planner who must perform some rescheduling because of changes to an existing order. |

|What to do |What to say |Screen shots |

|Go to Manufacturing, | | |

|Execution, Released Prod. | | |

|Orders and open order number | | |

|1011004 for 10 bicycles. | | |

|Change the quantity to 50 and |The customer who ordered 10 |[pic] |

|the due date from 31/01/01 to |bicycles to be supplied with | |

|01/02/01. (Change the values |released order 1011004 has made a | |

|as you explain.) |last minute request to increase | |

| |the quantity to 50 and then accept| |

| |a slightly later delivery date. We| |

| |will start by adding one day to | |

| |the due date to see if we can | |

| |squeeze it in. | |

|Refresh the order. |To implement in the order line the| |

| |changes made in the header, we now| |

| |refresh the order with the default| |

| |settings. | |

| |OK that’s it – the changed | |

| |production order line is now | |

| |planned. | |

|Click Functions, Production |The production planner knows that | |

|Schedule. |he had a balanced production | |

| |schedule before this change was | |

| |introduced. He therefore now | |

| |enters the Production Schedule | |

| |window to resolve any problems | |

| |that may have occurred. | |

|What to do |What to say |Screen shots |

|Maximize as soon as the window|Because we opened the production |[pic] |

|opens and stay in Resource |schedule from a specific | |

|View. |production order, that order is | |

| |highlighted with blue operation | |

| |blocks in the interaction pane. | |

| |The grey background represents | |

| |non-working hours. Therefore some | |

| |operations are cut up over more | |

| |working days. | |

| |In the bottom pane load histograms| |

| |are displayed for every resource | |

| |performing the operations. The | |

| |individual load values are right | |

| |under the related operation. | |

| |We clearly see that machine center| |

| |Linda Mitchell has a problem | |

| |because she has been assigned too | |

| |much work assembling the 50 | |

| |bicycles just introduced in the | |

| |schedule. | |

|Deselect and select some |Load histograms can be turned on | |

|histograms by removing and |and off with these check marks for| |

|adding check marks in the |every resource listed under | |

|left-hand side. |production orders. | |

|Click Production Order view. |We can only select and deselect |[pic] |

| |when in the Resource View, | |

| |however, we can see selected load | |

| |histograms from the Production | |

| |Order view. | |

|What to do |What to say |Screen shots |

|Go back to Resource View |To resolve the overload we go back| |

| |to the resource view, which is | |

| |better suited for the type of | |

| |capacity planning we will now | |

| |perform. | |

|Place the cursor somewhere on |To get a better overview, we want |[pic] |

|order 1011003, right-click and|to show links. | |

|select Show links. |Aha – it looks like we could move | |

| |Linda Mitchell’s work to Bryan | |

| |Walton who has available capacity | |

| |in that time slot. That would | |

| |resolve her overload. | |

|Click once to activate for |Oh yes, of course – she has |[pic] |

|vertical move. Then click and |already started and finished 14 | |

|drag operation 30 up to the |pieces so we can’t move her work. | |

|free slot in machine center |We will answer No and try other | |

|Bryan Walton. |ways to resolve the situation. | |

| | | |

|Right-click somewhere on the |OK – it seems this changed order |[pic] |

|changed order (blue blocks). |cannot be finished within the | |

|Select Show links. |optimistic due date of 01/02/01. | |

| |We will have to push the order | |

| |forward to a later ending date. | |

| |Let us show links for the changed | |

| |order before we decide how to | |

| |reschedule. | |

|What to do |What to say |Screen shots |

|Click and drag the second last|This third operation is causing |[pic] |

|operation (3 separate blocks) |the overload so let us try to | |

|forward to finish at the end |place it…here. | |

|of 01/02/01. (Right to the end|Then it will finish late in the | |

|of the white space.) |day on 01/02/01. | |

|Click Yes to the message and |Here the system tells us that the |[pic] |

|then right-click and select |operation sequence is violated – | |

|Schedule next operations. |because the third operation ends | |

| |after the last. | |

| |Here we can use a smart function | |

| |to realign this. | |

| |First we click Yes to make the | |

| |move and then we right-click on | |

| |the third operation, which we just| |

| |moved, and select Schedule next | |

| |operations. | |

| |As you can see, we also have | |

| |options to reschedule the one | |

| |before this one. And, we can also | |

| |undo all rescheduling by restoring| |

| |the initial values to undo all | |

| |changes made since we opened the | |

| |schedule. | |

|What to do |What to say |Screen shots |

|Direct attention to the red |Now the last operation is |[pic] |

|shading of the last operation |sequenced correctly BUT, it has | |

|and then click Production |passed the due date, indicated by | |

|Order View. |the red shading. | |

| |Let us go to the production order | |

| |view to see this more clearly | |

|(After explaining) Press |Right – this is an acceptable |[pic] |

|Escape to close the Production|schedule: The overload at Linda | |

|Schedule window. Press Enter |Mitchell is gone and the changed | |

|to save the new schedule. |order has a new realistic ending | |

| |date. | |

| |To save, we simply escape the | |

| |window and select Yes to save the | |

| |changes. | |

|Back in the released order for|As we come back to the production |[pic] |

|50 bicycles, place the cursor |order, we see right away that the | |

|on the Ending Date-Time field |ending time has been moved forward| |

|in the line. |to the afternoon of 02/02/01. | |

| |This update is not yet implemented| |

| |in the header. | |

|What to do |What to say |Screen shots |

|Then move the cursor up to the|Just move the cursor to the header|[pic] |

|header and direct attention to|and the database displays the new | |

|the change in the Due Date |due date resulting from the | |

|field in the header. |rescheduling we have just | |

| |performed. | |

|Click Functions, Production |As the last thing, let us quickly |[pic] |

|Schedule. |check that the new schedule is in | |

|Maximize and select Production|balance. | |

|Order View as soon as the |Yes – everything looks fine. | |

|window opens. |Now we can inform our customer | |

| |that his 50 bicycles will be | |

| |delivered a day later than | |

| |requested. | |

|Escape the production schedule|This concludes the demonstration | |

|and then the production order.|of graphical production | |

| |scheduling. | |

|Benefits: |

|This feature provides a graphical representation of production orders and capacity loading in an integrated Gantt component. |

|The Production Schedule window is a Gantt chart, which is fully integrated with Microsoft Navision and allows a user to reschedule |

|operations by drag and drop in a graphical interface and thus update the related production order data. The feature does not provide new |

|scheduling functionality – it merely enables in a graphical interface the tasks otherwise done in tabular form in routings, task lists, |

|load windows, etc. As such, it is a consolidation of existing data and functions for capacity planning and scheduling in one graphical |

|interface, which provides much improved overview and simplicity of use for different user roles. |

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Demo Script

Manufacturing Foundation

FOR MICROSOFT® BUSINESS SOLUTIONS FOR MANUFACTURING–NAVISION® 4.00

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Demonstrating Manufacturing Foundation for Microsoft® Business Solutions

for Manufacturing–Navision® 4.00

.

Demonstrating Manufacturing Foundation for Microsoft® Business Solutions for Manufacturing–Navision® 4.00

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