Route operations on route version (form)

Article
05/05/2014

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 > Common > Routes > All routes. Select a route, and then on the Action Pane, click Route.

Use this form to create or update the route operations on the selected route version. The operations setup for each route is listed in the upper part of the form. Operations are the basic tasks in the production process. You can change them or create new ones as required.

When you select route operations, the operation relations table in the lower part of the form displays detailed information about the operation. You can also change the operation relation table.

Tasks that use this form

Create and update production routes

Create or update route operations

Create and update requirements on a route

Navigating the form

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

Tabs

Tab	Description
Overview tab	View or enter information about the operation. This includes the following: The sequence number of the operation. When the operation is part of a series of operations, this number defines the order of occurrence. The priority of the operation. This controls simultaneous operations. The scrap percentage, which defines the expected over-consumption for the operation You can also view the accumulated scrap percentage for this operation in the route, the route code, and the resource or resource group. Note The resource and the resource groups are managed in the Resources (form) and the Resource groups (form) forms.
General	View or modify information for the selected operation. This included the item code, item relation, and configuration fields. You can also view or enter general information about the resource and the route.
Setup	View or modify setup criteria. These include the formula to calculate consumption for the operation, the cost category applied to the calculation of cost and process times associated with the operation, the resource alternative, and a measurement factor, if applicable.
Times	View or modify the times that are associated with the operation. These include the queue time before and after the operation, the setup time, and the run time. You can specify an overlap quantity to use to calculate the overlap time.
Resource requirements	Enter the resource requirements for the operation. You can define requirements based on the resource type, resource group or on the individual resource itself. You can also define requirements based on resource capabilities.
Description	View or modify a detailed description of the operation.

Buttons

Button	Description
Functions	Select the functions to complete relative to the route. These include copying the bill of materials (BOM) or routes from base data or production orders and updating the route.
Applicable resources	View and manage information about resources used for activities on the route.
Maintain resource requirements	Use the Maintain resource requirements wizard to update, add, or remove resource requirements for one or more activities on the route.

Fields

Field	Description
Oper. No.	The operation number defines the sequence for the operations that the production is to run. When you create a new production route, the system automatically suggests 10 as the first operation number, and the following operation numbers are suggested in increments of 10. You can change both parts manually. If you create simultaneous operations, operations that appropriate several resources at the same time, the operations must be created by using the same operation number. For more information, see the Route operations on route version (form) and Resource groups (form).
Priority	Priority controls simultaneous operations. Simultaneous operations appropriate several resources at the same time. For example, a machine and a tool. To use this function, give all operations for simultaneous execution the same operation number. You can specify which operation is the primary one. The primary operation is the operation loading the resource that is the bottleneck for the simultaneous operations. A resource regarded as the bottleneck on one route, and therefore defined as the primary resource for simultaneous operations on this route, can be a secondary resource on another route. The times that you specify for the primary operation are used automatically with the secondary operations. If there are no simultaneous operations on a route, all operations are created as primary.
Operation	The operation is identified here, and a base operation, created in Operations (form), is referred to. As soon as the base operation is selected, a series of fields in the current operation are filled in with values from the referred base operation, for example, times and resources. However, those values can be changed subsequently, as needed.
Scrap percentage	Use Scrap percentage to define the expected over-consumption for the operation. Scrap percentage must be positive. The over-consumption is included both in the calculation of material consumption and in the resource consumption for the current operation. You can also use the error percentage to calculate the quantity to be started for each production, because an error percentage means that more materials and resources must be issued in order to produce the scheduled quantity. Scrap percentage is automatically populated in with the error percentage for the operation that you select in the route. You can correct Scrap percentage in the production route. If several operations in the route have error percentages, you can see the summed error percentage for this and previous operations in the Accumulated field. For more information, see the Production route (form).
Accumulated	This field displays the calculated accumulated Scrap percentage for this operation in the route. The accumulated percentage is used in calculating the over consumption of materials and resource time for the operation. The calculation is as follows: Accumulated % = Accumulated % (for the following operation) * 100 / (100 - Scrap percentage) The error percentage is also summed in the production route in the Scrap percentage field. See the Production route (form). The description of Scrap percentage also displays an example of the use of Scrap percentage.
Next	Shows the operation number that follows the current operation. If you selected Route network in the Production control parameters form, enter the next operation number manually. Otherwise, the next operation number is entered automatically, and you cannot enter any value in Next. Zero indicates that an operation in the route network is the last on the route. There can be only one last operation. For more information about route networks, see the Route operations on route version (form).
Link type	Select the Link type for the next job.
Hourly rate / piecework rate	The pay type on jobs that delimit this item.
Item code	The code for the operation's item association. The following options exist: Table – The operation can be used for a particular Item number. Group – The operation can be used for a specific item group. All – The operation can be used on all items.
Item relation	Shows the item number or the item group, or is blank, depending on the value selected in the Item code field.
Configuration	The specific configuration of the BOM item to which the operation relation applies.
Route code	The operation's association with a route. The following options exist: Route number – The operation can be used for a particular route. All – The operation can be used for all routes.
Route relation	Shows the route or is blank, depending on the selection made in the Route code.
Site	The site for the route version.
Route group	The resource or resource group for the current operation. Resource and resource groups can be of the following types: sub-supplier, human resources, machine, or tool. In scheduling the production order, there is no load on capacity for sub-supplier-type resources.
Operation	Identifies the route relation's operation ID. See also the Operation field in the Routes dialog box.
Quantity	The number of resources involved if a resource group is specified in the Route group. The field will always contain the value 1 if you have specified a resource in the Route group field.
Load	Displays the percentage of maximum capacity that has been reserved. The maximum capacity is specified in the work calendar. See also the Efficiency in percentage field on the work calendar and the Load field on capacity reservations.
Property	Properties indicate an operation's characteristics. If the production is job scheduled with limited capacity and limited properties, resource capacity will only be reserved for a period during which the resource has this property.
Route group	Assign the operation to a route group. The route group selection controls the following: How an operation is calculated How feedback is given How an operation is scheduled How an operation is job managed Whether the Gregorian or working time calendar is used Route groups are managed in the Route groups form. On the Production route (form) for a production, the route group is filled in automatically with the route group that is specified for the selected Operations (form). The route group can be changed for the current operation in the production route. When you create operations in Operations (form), the route group is filled in automatically with the route group specified in Resource groups (form) or Resources (form).
Route type	Specify whether the operation engages an external supplier or internal standard resource.
Formula	Choose the predefined formula that will be used to calculate process time for the operation. The following are available: Standard: Use the values in the Run time and Process qty. fields in the following formula: (Run time/process qty.) Capacity: Use the values in the Capacity field for the resource, and the Run time and Factor fields for the operation in the following formula: (Run time/capacity) * factor Tip Capacity is defined for resources in the Resources form. Batch: Use the values in the Run time, Process qty., and Factor fields together with the order quantity in the following formula: [Run time * (order qty. * factor/process qty.)] Note Results are rounded up to the nearest whole number. Resource batch: Use the Batch capacity and Capacity values from the resource, and the Run time and Factor fields for the operation in the following formula: [Run time * (order qty. * factor/batch capacity)] Note Results are rounded up to the nearest whole number. Batch capacity and capacity are specified for resources in the Resources form.
Factor	This field displays an operation-based value if a user formula can be used to calculate process time. Typically, the field contains the number of capacity units of the resource that will be used for the production of a component of the finished item. The following is an example of how process time is calculated based on resource capacity. A machine with 1,000 rotations per hour is used to perform an operation where two pieces of the finished item are finished per rotation. The production of finished items per hour will then be 2,000 pieces. You specify 1,000 for the resource's capacity per hour, and set the formula factor for the operation in the route to 0.5 (P). The calculation is made as follows: Process quantity per hour = 1,000 (K) / 0.5 (P) = 2,000 pieces.
Setup category	Select a setup category for the operation on the route version. The cost amount is calculated based on the setup time defined in the operation multiplied by the rate for setup time retrieved from the setup type.
Run time category	Specify the run time category that is used when the operation is run. The cost amount is calculated as follows: (process time) * (scrap percentage) * (rate for operator time).
Quantity category	Specify the quantity category that will be used when the operation is run. The quantity category specifies the Cost price that is used to make a cost estimate for the production order. The cost is calculated with the following formula: Accumulated * Quantity * Cost price. The sales price for the quantity category is calculated through the cost group. Each cost group has one or more profit settings with a profit percentage. When making a cost estimate for production, specify which profit setting, and which profit percentage, you want to use when calculating the sales price. The cost group is managed in Cost groups (form). Production route (form) is filled in automatically with the quantity category that is selected in Operations (form) when an operation has been specified. The quantity category can be changed. When you create operations, the quantity category is filled in automatically with the quantity category that is specified for the selected resource group or resource.
Queue time before	The queue time before the operation can start. The queue time must be positive. You set up the field in the route group, where you can determine whether the queue time should be scheduled and which calendar should be used. You can use the queue time, for example, with sub-supplier work.
Setup time	The setup time, which must be a positive value, is the fixed time it takes to prepare a resource. The time is scheduled according to the calendar for the resource and is independent of the production quantity. In scheduling, a capacity load is also registered for the time on the resource. The setup time is filled in automatically with the setup time specified for the operation route when you select the operation route. However, the setup time can be changed in the current production route.
Run time	The time that is required to produce the process quantity. If a factor is not specified for the operation relation or the resource, Run time is expressed in hours with two decimals. If a value is specified in Hours/time for the operation relation, that value overrides the Hours/time value for the resource. Process qty. must be a positive value. For a description of conversion to other time intervals, see the description of Hours/time. The operation's Route groups (form) determines how time is scheduled. The system calculates time as follows: (run time) * (load) * (1 + accumulated) * Quantity / Process qty.. If you selected Capacity in the Formula field for the production route, run time is always set to one and the process quantity is calculated based on the factor with the number of capacity units that you specified for the current resource.
Process qty.	Quantity that can be produced in the specified run time.
Transit time	Transport time for transporting items between two resources or from the last operation to inventory. How transit time is used depends on how the operation's route group is set up. The transport time must be a positive value.
Queue time after	Queue time following the time the items must wait after the operation is finished, before the next operation can start. The value in Queue time must be positive. The field is scheduled according to the setup for the route group in Working time and can use either the Gregorian calendar or the current working-time calendar. You can use the field, for example, to refer to the drying of items before the next operation can start.
Hours/time	Hours or time is the conversion factor for those times specified for the operation for conversion to hours with two decimals. Conversion uses the following formula: Hours equal operating hours * Hours/time. Example The following is an example of conversion of hours to hours with two decimals. The operation time is 0.50 (a half hour) and Hours/time is 10,000. The time is calculated as: 0.50 * 10,000 = 0.50 hours. If the operation time is in minutes, then Hours/time is set to 0.0167. For an operation time of 30 minutes, for example, that time becomes 0.50 hours when you apply the conversion factor. Time calculation: 30.00 * 0.0167 = 0.50 hours.
Transfer batch	Quantity that can be moved between sequential resources.
Quantity	Number of operations resources involved if a resource group is specified in the Requirement type field. When resource is selected, this field must contain the value “1.” Example: The operation requires two resources from a resource group that consists of five machines. The process time for the operation is three hours, and two is specified in Quantity. For operations scheduling, six hours are reserved for the operations resource group. For job scheduling, three hours are reserved for two different operations resources. In the Production route (form) for the production, the operations resource quantity is filled in automatically with the quantity specified here. However, it can be changed for the current operation in the production route.
Load	The percentage of maximum capacity that has been reserved. The maximum capacity is specified in the work calendar. See also the Efficiency in percentage in the percentage field on the work calendar and the Load field on capacity reservations.
Requirement type	Select the type from the following: Resource type Resource Resource group Capability Skill. This requires the Human Resources module. Course. This requires the Human Resources module. Certificate. This requires the Human Resources module. Title. This requires the Human Resources module.
Requirement	Select the requirement from the drop-down list in the field. The options that are available are determined by the requirement type that is selected in the Requirement type field. For example, if resource type is selected, this field displays the following resource types: Machine, Vendor, Human Resources, Tool or Location.
Operations scheduling	Specify whether the operation will be available when scheduling is run at the operations level.
Job scheduling	Specify whether the operation will be available when scheduling is run at the job level.
Created date and time	Displays the date and time that the document reference was created.
Type	Select the document type from the list view of options when you create a new record by pressing CTRL+N. You cannot change the document type after the record has been created.
Description	A brief description of the document.