Create purchase documents for subcontracting services (class form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Production control > Periodic > Lean manufacturing > Subcontracting documents.

Use this form to create purchase documents for services that are purchased from subcontractors. Purchase documents are created for the jobs that are selected, based on the filter criteria that you define in the form. You can also configure batch jobs that create purchase documents for subcontracted jobs that occur during a defined period.

You can purchase subcontracted services if the following prerequisites are met:

• Production flows and activities are created and activated. For more information, see Production flows (form) and Create new plan activity (form).

• Service terms are created for activities that are subcontracted. For more information, see Add subcontracting service to activity (form).

• Purchase agreements are created and activated for the services that are purchased.

• Kanban rules and kanbans are created. For more information, see Kanban rules (form).

• The kanban jobs that are subcontracted are created.

Depending on how you configure this form, the purchase documents for subcontracted services can include the following:

• Release orders are created for purchase agreements if services are valid during the defined period.

• Receipt advices are created for the purchase orders that are released.

For more information about the business process for repetitive subcontracting, see Lean Manufacturing: Production Flows and Activities.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	For more information, see Enter criteria on the General tab.
Batch	For more information, see Submit a batch processing job from a form.

Buttons

Button	Description
Default	If you have entered or modified the values on the General tab, reset the fields to the default values. The values that you entered or modified are deleted.

Fields

Field	Description
Select jobs field group	Select the criteria that are used to filter kanban jobs. Purchase documents are created for the jobs that meet the criteria.
Production flow	Select a production flow.
Plan activity	Select an activity. If you have selected a production flow, only activities that are configured for the production flow are displayed in the lookup form.
From date	Select the starting date of the jobs. Jobs that have an expected or actual starting date that is the same as this date or after this date are selected.
To date	Select the ending date of the jobs. Jobs that have an expected or actual ending date that is the same as this date or before this date are selected.
Minimum job status	Select the minimum status of the jobs. Jobs that have this status or a higher status are selected.
Release purchase orders	Select this check box to create purchase orders for all jobs that meet the selection criteria that are defined.
Aggregate purchase lines by	If you have selected the Release purchase orders check box, select the method that is used to group jobs for purchase order lines from the following options: None – Jobs are not grouped. A single purchase line is generated for each job and each service. Day – Jobs are grouped by service and by date. Month – Jobs are grouped by service and by month. All – Jobs are grouped by service.
Receipt advices	Select this check box to create receipt advices for all jobs that meet the selection criteria that are defined.

See also

Add subcontracting service to activity (form)

Subcontracting service details (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).