AJ Ansari, InterDyn BMI MF40 – FLUSHING: GOOD MANUFACTURING HYGIENE

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3 #NAVUGFocus NOTES TO THE PRESENTER It is appropriate to provide a brief background (1 minute or less, please) on yourself and your organization. Attendees deeply appreciate when you submit your slides and reference materials in advance to us for download/reference (materials can be included in these slides or separate). Please submit your slides and reference materials by May 27 via the speaker portal.

4 #NAVUGFocus Frame your presentation by answering: What do you want your audience to learn? What do you want your audience to do differently? What result or outcomes do you want your audience to realize? Clarify your session objectives up front. Use more pictures, far less words (7 words on a slide is wonderful). Alternate communication methods, e.g., polls or videos, to increase attention and interaction. QUICK BEST PRACTICES

5 #NAVUGFocus Plan and follow a rough agenda, e.g.: 5 minutes – opening, objectives, intros 5 minutes – share story 10 minutes – slides 20 minutes – demo 10 minutes – slides 20 minutes – demo 20 minutes – Q&A QUICK BEST PRACTICES

6 #NAVUGFocus YOUR PRESENTER AJ Ansari Dynamics NAV Product Manager, InterDyn BMI NAVUG Member since 2010 Association of Dynamics Professionals Certification and Credentialing body NAV Exam Committee Member LetsTalkNAV.com NAV Tips & Tricks blog

7 #NAVUGFocus Improve your understanding of: Flushing concepts in Dynamics NAV How Setup choices impact Production behavior Learn how to: Automate recording of Material consumed & Outputs (Goods) produced Increase Operating Efficiency with Dynamics NAV SESSION OBJECTIVES

THE SESSION IN A NUTSHELL

10 #NAVUGFocus Main Topic 1: Size 28pt Subtopic: Size 24 pt Main Topic 2: Size 28pt Subtopic: Size 24 pt Main Topic 3: Size 28pt Subtopic: Size 24 pt HEADER TEXT: SIZE 30PT

CONCEPTS

12 #NAVUGFocus Recording consumption (deduction / depletion) of Raw Materials used in a Released Production Order Recording outputs / quantities of Finished Goods resulting from a Released Production Order Can refer to: Quantities Costs* (Not the focus of our session today) 101: WHAT IS FLUSHING?

13 #NAVUGFocus Components at Location Do you have all Raw Materials stored at a particular Warehouse Location? CONSIDERATIONS: MANUFACTURING SETUP

14 #NAVUGFocus LOCATION (goods can be stored without bins) ZONE (logical; goods cannot be stored in just a zone) BIN (goods can be stored in bins) BIN ZONE BIN Bin Considerations: Dedicated? Bin Type? CONSIDERATIONS: LOCATION

15 #NAVUGFocus Bins? Require Pick / Putaway / Ship / Receive? Are Dedicated Bins Defined? Advanced Warehousing Directed Picks & Putaways CONSIDERATIONS: LOCATION

16 #NAVUGFocus Open Shop Floor Bin Code For Forward / Backward flushing No picking requiring*; assumes availability of required material in bin To-Production Bin Code For Manual flushing For Pick+Forward / Pick+Backward flushing in Advanced Warehousing From-Production Bin Code Where Finished Goods are placed in Location CONSIDERATIONS: LOCATION

17 #NAVUGFocus Configured on Item Card (of Raw Material / Component) During production, can be overwritten on Prod. Order Component lines Options: Manual – this is the default value Forward (Pick+Forward)* Backward (Pick+Backward)* FLUSHING METHODS FOR RAW MATERIALS:

18 #NAVUGFocus All component consumption must be recorded by a Dynamics NAV user Can be done from: Consumption Journal Production Journal MES / Handheld Device (ISV Add-ons) Customized solution FLUSHING METHOD: MANUAL

19 #NAVUGFocus Any overrides to Expected Quantities of Raw Materials can be made from Prod. Order Components page Over/Under Consumption can be recorded on Consumption Journal or Production Journal Posted Consumption can be viewed from Entries action on Rel. Prod. Order FLUSHING METHOD: MANUAL

20 #NAVUGFocus Where is Raw Material consumed from? User defined Location / Bin To-Production Bin Code on Location card FLUSHING METHOD: MANUAL

21 #NAVUGFocus Advantage: Full control of when Raw Material is relieved from inventory Disadvantage: Delay in data entry on user’s part may result in Dynamics NAV showing incorrect inventory availability / incorrect recording of WIP costs FLUSHING METHOD: MANUAL

22 #NAVUGFocus Automatic posting of Consumption of Raw Materials at the beginning of the Production Order How is ‘Beginning’ defined? When Simulated/Planned/Firm Planned Production Order is converted to Released Production Order When a manually created Released Production Order is Refreshed* FLUSHING METHOD: FORWARD

23 #NAVUGFocus Consumption posting is based on Expected Quantities Where is it consumed from? Open Shop Floor Bin FLUSHING METHOD: FORWARD

24 #NAVUGFocus Backflushing Automatic posting of Consumption of Raw Materials at the end of the Production Order How is ‘end’ defined? When the Released Production Order is converted to Finished Production Order FLUSHING METHOD: BACKWARD

25 #NAVUGFocus Consumption posting is based on (and proportional to) Actual Outputs Where is it consumed from? Open Shop Floor Bin FLUSHING METHOD: BACKWARD

26 #NAVUGFocus Similar to FORWARD, but only available in a ‘Directed’ warehouse location Where are Raw Materials consumed from? To-Production Bin Code Components must be picked from Warehouse FLUSHING METHOD: PICK+FORWARD

27 #NAVUGFocus Similar to BACKWARD, but only available in a ‘Directed’ warehouse location Where are Raw Materials consumed from? To-Production Bin Code Components must be picked from Warehouse FLUSHING METHOD: PICK+BACKWARD

28 #NAVUGFocus Configured on Work Center / Machine Center During production, can be overwritten on Prod. Order Routing lines Options: Manual – this is the default value Forward Backward FLUSHING METHODS FOR OUTPUTS:

29 #NAVUGFocus All outputs / finished quantities must be recorded by a Dynamics NAV user Can be done from: Output Journal Production Journal MES / Handheld Device (ISV Add-ons) Customized solution FLUSHING METHOD: MANUAL

30 #NAVUGFocus Automatic posting of Output Quantity calculated from the Production Order Line at the beginning of the Released Production Order How is ‘Beginning’ defined? When Simulated/Planned/Firm Planned Production Order is converted to Released Production Order When a manually created Released Production Order is Refreshed* FLUSHING METHOD: FORWARD

31 #NAVUGFocus Automatic posting of Output Quantity calculated from the Production Order Line at the end of the Released Production Order How is ‘end’ defined? When the Released Production Order is converted to Finished Production Order FLUSHING METHOD: BACKWARD

ROUTING LINK CODES

33 #NAVUGFocus Controlling your: Inventory Availability Inventory Valuation Automated recording of Consumptions and Outputs, BUT TIED TO OPERATIONS (ROUTING STEPS) MOVING TO JUST-IN-TIME

34 #NAVUGFocus Ties to Components on BOM to a Routing step Simple to create! Best Practice: Name Routing Link Code based on Operation How does this affect flushing? ROUTING LINK CODES

35 #NAVUGFocus By and large, the concepts defined in previous section hold true… BUT Beginning is now defined as the start of an operation End is now defined as the end of an operation Pick+Forward & Routing Link Codes don’t play well… Why? ROUTING LINK CODES & FLUSHING

GOT TIME? WE’VE GOT MORE

37 #NAVUGFocus Over-Consumption and Under-Consumption Over/Under with Outputs Erroneous Postings: Posting negative consumption can reverse erroneous entries Scrap Quantities Finalizing Costs Reading the Statistics Factbox Reports Inventory Movements / Picks / Putaways MORE….

LET’S REVISIT THAT SCHEMATIC AGAIN

39 #NAVUGFocus

40 #NAVUGFocus BAR CHART

41 #NAVUGFocus Contact information AJ Ansari, InterDyn BMI – THANK YOU

42 #NAVUGFocus  Download the session slides from the NAVUG Focus community at navugfocus.com under the Events tab.  Complete your Session Survey at  Enjoy the Conference! FINAL REMINDERS