Hệ thống phần mềm ERP: 3 product information management

Bài giảng môn: Hệ Hoạch Định Nguồn Lực Doanh Nghiệp - ERP Trường: Đại học Kinh tế Tp.Hồ Chí Minh MICROSOFT DYNAMICS® AX 2012 – PRODUCT INFORMATION MANAGEMENT Email: thinhtlp@ueh.edu.vn PRODUCT INFORMATION MANAGEMENT THE OBJECTIVES ARE: • DESCRIBE THE CONCEPT OF PRODUCTS, PRODUCT MASTERS AND THEIR VARIANTS • DESCRIBE PRODUCTION CREATION PROCESS • DESCRIBE THE VARIANT CONFIGURATION TECHNOLOGY TYPES • DISCUSS INVENTORY DIMENSION GROUPS • DISCUSS HOW TO FINALIZE A RELEASED PRODUCT PRODUCT PRODUCTS CAN BE ITEMS OR SERVICES, AND PRODUCTS THAT ARE TRACKED IN THE WAREHOUSE BECOME INVENTORY PRODUCT TERMS AND CONCEPTS Term Definition Product A product is a uniquely identifiable product It serves as a core product that does not vary and therefore no product dimensions can be associated with the definition Product Master A standard or functional product representation that is the basis for configuring product variants The variations are configured by selecting a configuration technology This can be either a set of predefined product dimensions or by using product configurations in sales scenarios Product Variant A product variant is the configuration of a product master Based on the choice of the configuration technology, the variant can be either predefined by using the product dimensions of its master or configured by using a configurator tool PRODUCT CREATION PROCESS USE THE FOLLOWING PROCESS TO CREATE A PRODUCT: CREATE AND DEFINE THE PRODUCT RELEASE TO LEGAL ENTITIES DEFINE LEGAL ENTITY SPECIFIC DATA USE THE PRODUCT CREATE AND DEFINE THE PRODUCT CREATE AND DEFINE THE PRODUCT CREATE AND DEFINE THE PRODUCT PRODUCT TYPES • PRODUCT TYPE: • ITEM • SERVICE • PRODUCT SUBTYPE • PRODUCTS • IDENTIFIABLE PRODUCTS • NO ASSOCIATED VARIATIONS • PRODUCT MASTERS • TEMPLATES OR MODELS FOR VARIANTS • PREDEFINED OR MANUALLY CREATED IN SALES SCENARIOS • ASSOCIATED WITH ONE OR MORE PRODUCT DIMENSIONS PRODUCT DIMENSIONS MICROSOFT DYNAMICS AX 2012 OFFERS THREE PRODUCT DIMENSIONS: • SIZE • COLOR • CONFIGURATION 10 DEMONSTRATION: CREATE A PRODUCT MASTER YOUR INSTRUCTOR WILL DEMONSTRATE HOW TO CREATE A NEW PRODUCT 12 DEMONSTRATION STEPS OPEN PRODUCT INFORMATION MANAGEMENT > PRODUCT MASTER LIST PAGE SELECT ITEM IN THE PRODUCT TYPE FIELD TYPE A UNIQUE PRODUCT NUMBER, IF THE NUMBER SEQUENCE IS NOT SET UP TO AS AUTO OPTIONALLY, TYPE A DESCRIPTION INTO THE PRODUCT NAME FIELD OPTIONALLY, TYPE A SEARCH DESCRIPTION INTO THE SEARCH NAME FIELD SELECT A GROUP THAT HAS COLOR ENABLED FROM THE PRODUCT DIMENSION GROUP FIELD MAKE SURE THE CONFIGURATION TECHNOLOGY FIELD IS SET TO PREDEFINED VARIANT CLICK OK 13 LAB 2.1: CREATING AND RELEASING PRODUCT MASTER LAB SCENARIO EMAIL, THE PRODUCT DESIGNER, HAS DESIGNED A NEW 3D LED TELEVISION THE TELEVISION IS AVAILABLE IN TWO COLORS AND THREE SIZES YOUR TASK IS TO HELP EMIL SET UP THE PRODUCT MASTER, CREATE ALL PRODUCT VARIANCES, AND THEN RELEASE ONLY SIZE 55 TO CEU AND CEE COMPANIES USE THE FOLLOWING INFORMATION TO SET UP THE PRODUCT: Color Name Size Name BLK Black 46 46 inches SLV Silver 55 55 inches 60 60 inches Estimated time: 20 minutes LAB 2.1: CREATING AND RELEASING PRODUCT MASTER USE THE INFORMATION THAT IS PROVIDED TO CREATE THE PRODUCT MASTER, PRODUCT VARIANCES, AND THEN RELEASE THE PRODUCT • CREATE A NEW PRODUCT MASTER FOR THE 3D LED TELEVISION • ASSIGN PRODUCT DIMENSIONS FOR SIZES AND COLORS • CREATE PRODUCT VARIANTS FOR THE COMBINATIONS OF SIZES AND COLORS • RELEASE THE PRODUCTS TO CEU AND CEE COMPANIES Estimated time: 20 minutes FINALIZING RELEASED PRODUCTS A PRODUCT MUST BE FINALIZED IN EACH LEGAL ENTITY WHERE IT WAS RELEASED THE FOLLOWING FIELDS MUST BE SET UP, BUT CAN BE ENTERED MANUALLY OR BY USING A TEMPLATE: 16 INVENTORY DIMENSION GROUPS vINVENTORY DIMENSIONS ARE USED TO DEFINE THE PHYSICAL CHARACTERISTICS OF INVENTORY ITEMS vTHEY CONTROL HOW ITEMS ARE STORED AND DRAWN FROM INVENTORY AND ENABLE INVENTORY TO BE MANAGED ON A DETAILED LEVEL vINVENTORY DIMENSIONS ARE SPLIT INTO: v STORAGE DIMENSIONS vTRACKING DIMENSIONS 17 STORAGE DIMENSION GROUPS vSITE vWAREHOUSE vLOCATION vPALLET ID 18 TRACKING DIMENSION GROUPS SERIAL AND BATCH NUMBERS ARE INVENTORY TRACKING DIMENSIONS, AND CAN BE ALLOCATED TO PRODUCTS ONLY WHEN THE PRODUCT’S TRACKING DIMENSION GROUP ALLOWS FOR IT SERIAL NUMBERS ARE ASSIGNED TO INDIVIDUAL ITEMS, WHERE BATCH NUMBERS ARE ASSIGNED TO A SET OF ITEMS 19 ITEM GROUPS ITEM GROUPS SERVE THREE MAIN PURPOSES: • DEFINING SETS OF LEDGER ACCOUNTS FOR ACCOUNTING ENTRIES, OF A COLLECTION OF PRODUCTS THAT ARE CLASSIFIED IN THE ITEM GROUP • USING ITEM GROUPS TO REPORT DETAILED FINANCIAL INFORMATION AND QUERIES • CREATING OTHER REPORTS THAT ARE RELATED TO PRODUCTS 20 ITEM MODEL GROUPS ITEM MODEL GROUPS DETERMINE THE FOLLOWING STOCK AND INVENTORY POLICY: • WHETHER THE PRODUCT IS STOCKED OR NOT STOCKED • THE COST FLOW ASSUMPTION AND COST MEASUREMENT METHOD FOR VALUING INVENTORY OF STOCKED PRODUCTS • IF PHYSICAL AND FINANCIAL NEGATIVE INVENTORY IS PERMITTED • IF INVENTORY TRANSACTIONS SHOULD BE POSTED TO THE GENERAL LEDGER • THE WORKFLOW THAT IS USED WHEN YOU SEND OR RECEIVE ITEMS • THE RESERVATION RULES 21 ITEM MODEL GROUPS THE SETUP FASTTAB OF THE ITEM MODEL GROUPS FORM HAS SIX FIELD GROUPS • INVENTORY POLICY • NEGATIVE INVENTORY • WAREHOUSE MANAGEMENT • LEDGER INTEGRATION • PHYSICAL UPDATE • RESERVATION 22 ITEM MODEL GROUPS 23 RELEASED PRODUCTS DETAILS FORM 24 CREATE AND APPLY A PRODUCT TEMPLATE FILE LAB SCENARIO EMAIL, THE PRODUCT DESIGNER, HAS JUST FINISHED CREATING FOUR NEW TELEVISION PRODUCTS EACH TELEVISION HAS MANY SIMILAR PROPERTIES THEREFORE, HE HAS DECIDED TO USE A TEMPLATE TO COPY THE VALUES FROM ONE TELEVISION TO THE OTHER THREE TELEVISIONS 25 LAB 2.2: CREATE AND APPLY A PRODUCT TEMPLATE FILE • USE THE INFORMATION THAT IS PROVIDED TO CREATE A NEW PERSONAL TEMPLATE FOR PRODUCT 10001: LCD MONITOR MODEL NEXT, APPLY THE NEW PERSONAL TEMPLATE TO THE FOLLOWING ITEMS: • 10003: LCD MONITOR MODEL • 10004: LCD MONITOR MODEL • 10005: LCD MONITOR MODEL Estimated time: 15 minutes ... CREATE AND DEFINE THE PRODUCT CREATE AND DEFINE THE PRODUCT CREATE AND DEFINE THE PRODUCT PRODUCT TYPES • PRODUCT TYPE: • ITEM • SERVICE • PRODUCT SUBTYPE • PRODUCTS • IDENTIFIABLE PRODUCTS • NO ASSOCIATED... A RELEASED PRODUCT PRODUCT PRODUCTS CAN BE ITEMS OR SERVICES, AND PRODUCTS THAT ARE TRACKED IN THE WAREHOUSE BECOME INVENTORY PRODUCT TERMS AND CONCEPTS Term Definition Product A product is a... DEMONSTRATE HOW TO CREATE A NEW PRODUCT 12 DEMONSTRATION STEPS OPEN PRODUCT INFORMATION MANAGEMENT > PRODUCT MASTER LIST PAGE SELECT ITEM IN THE PRODUCT TYPE FIELD TYPE A UNIQUE PRODUCT NUMBER, IF THE