Convert kanbans to next version kanban rules (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Preprocessing upgrade checklist > Prepare application data for preprocessing > Prepare kanbans for migration.
Use this form to convert the current version kanban rules to the next version kanban rules. All the current version kanban rules are displayed in the grid. You can use the Next version activity and Replenishment strategy fields to filter the list of rules that are displayed. The upper tabs display the settings that are defined for the current version kanban rule. These fields are read-only. Use the fields in the lower tabs to configure the next version kanban rules. During the bulk upgrade process, the final next version kanban rules are generated, and the existing referenced kanbans are upgraded to the next version.
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Next version base data |
Select the data type to work with. The options are as follows:
|
Next version kanban rule |
For the current version kanban rules, you can perform one of the following tasks:
|
View current version |
For the current version kanban rules, you can view the following information:
|
Set to ready for upgrade |
When the kanban migration is finished and all next version kanban rules are completed, click to change the status of the pre-upgrade checklist entry to Complete. |
Tabs
Tab |
Description |
---|---|
Actual version |
View the detailed settings that are defined for the current version kanban rule. |
Target |
View the settings that are defined in the current version kanban rule, if it is defined as a target. |
Replenishment |
View settings that are defined for the replenishment warehouse and location for the current version kanban rule. |
Next version |
View and enter settings for the next version activity, handling unit, kanban rule validity dates, and replenishment plan. |
Kanban and card details |
View and enter settings for the next version kanban cards and how they are used. |
Quantities |
View and enter settings for the next version product quantities, kanban quantities, and automatic planning parameters. |
Event |
View and enter for next version event kanban rules. |
Actual version |
View and enter settings to reserve items that replenish source requirements. |
Product family |
View and enter settings to map current version items to next version schedule groups. This tab is available when a kanban template or a LOS-BTO schedule is selected. |
Fields
Field |
Description |
---|---|
Next version plan activity |
Select the activity that is used to filter the current version kanban rules that are displayed in the grid. |
Production flows |
View the production flow that is referenced by the activity. |
Replenishment strategy |
Select the replenishment strategy that will be used to generate next version kanban rules. This field filters the kanbans that are displayed in the grid according to type. The options are as follows:
|
Work cell |
View the current version work cell. |
Item number |
View the identification of the item that is replenished by the kanban rule. |
Warehouse |
View the identification of the warehouse that is assigned to the current version rule. |
Company |
View the identification of the company. |
Item origin |
View the method that is used to fulfill demand for the item. The options are as follows:
|
Kanban quantity |
View the number of kanbans that are defined for the current version kanban rule. |
Product quantity |
View the product quantity that is defined for the current version kanban rule. |
Pull-to-order kanban |
View whether the current version kanban rule is defined as pull-to-order (PTO). |
Kanban template |
View whether the current version kanban rule is defined as a kanban template. |
Target kanban |
View whether the current version kanban rule is defined as a target kanban. A target kanban corresponds to a next version scheduled kanban. |
Assignment status |
View the status of the current version kanban rule. The status is defined only when the next version kanban rule has been created. The options are as follows:
|
Kanban group code |
View the identification of the kanban group that the current version kanban rule belongs to. |
Activity |
View the identification of the next version activity. |
Production flow |
View the identification of the production flow that is referenced by the activity. |
Register as empty |
For the next version kanban rule, select an option to define when material handling units are registered as empty. The options are as follows:
|
Valid field group |
For the next version kanban rule, select the dates when the rule becomes effective and when it expires. For kanban rules that are expired and not replaced with an updated rule, the following conditions are true:
|
Lead time |
For the next version kanban rule, enter the lead time that is required to replenish the kanban. The lead time is the actual lead time that is agreed upon to replenish a kanban in a supermarket when the handling unit is empty. It is probable that the actual lead time is longer than the calculated lead time. When a kanban rule is created, it is preset with the calculated lead time that is determined by using the following formula: The sum of the activity times (activities in the kanban flow) + minimum constraint values (activity relations) The lead time is used to calculate the due date for fixed quantity kanbans. The kanban boards show an overdue symbol for the following:
|
Unit of measure |
The unit of measure that is used with the Lead time. When the unit of measure is changed, the lead time is recalculated according to the defined conversion of the old and new units of measure. Only units of measure of the class Time can be used. |
Auto print kanban |
For the next version kanban rule, select the event that causes automatic printing of kanban cards. The options are as follows:
|
Kanban print card with picking list |
For the next version kanban rule, select this check box to print the picking list together with the kanban card. |
Kanban print instructions |
For the next version kanban rule, select the information to print on the kanban card. The options are as follows:
|
Upgrade kanban card number |
Select the current version reference to use as the kanban card number in the next version kanban rule. The options are as follows:
|
Circulating kanban cards |
Select this check box to use circulating cards together with the next version kanban rule. |
Card assignment |
For the next version kanban rule, select the method of assigning circulating cards. The options are as follows:
|
Assign manual kanbans |
For next version fixed kanban rules, select this check box to use circulating cards with single use kanbans. When the check box is not selected, single use kanban cards are created for single use kanbans. Circulating cards are then reserved for use with kanbans that are not created for single use. |
Default quantity |
For next version fixed or scheduled kanban rules, enter the target product quantity to use per kanban. This field is mandatory for fixed quantity rules. |
Minimum quantity |
For next version scheduled kanban rules, enter the minimum product quantity to use per kanban. The value that is entered in the Default order settings, Inventory quantity, Min. order quantity setting is used as the default value. You can change it, but it cannot be less than the minimum order quantity for inventory. |
Maximum quantity |
For next version scheduled and event kanban rules, enter the maximum product quantity to use per kanban. The value that is entered in the Default order settings, Inventory quantity, Max. order quantity setting is used as the default value. You can change it, but it cannot be more than the inventory quantity setting. |
Allow deviating quantity |
Select this check box to allow the finished product quantity to differ from the specified product quantity for each instance of a kanban job that references the kanban rule. |
Minimum |
Enter the quantity by which the finished product quantity can be less than the specified product quantity. |
Maximum |
Enter the quantity by which the finished product quantity can exceed the specified product quantity. |
Fixed number |
For next version fixed quantity kanban rules, enter the number of kanbans that are required to cover the forecasted demand during the validity period of the kanban rule. |
Alert boundary minimum |
Enter a number of kanbans to define the minimum kanban quantity per work cell or supermarket. This kanban level is visible in the kanban quantity overview of the kanban boards. The Alert boundary minimum has the following effects:
|
Alert boundary maximum |
Enter a number of kanbans to define the maximum kanban quantity per work cell or supermarket. This boundary helps visualize excess inventory in a supermarket. It also gives a visual signal when more scheduled or event kanbans than expected are created for a kanban rule. The kanban level is visible in the kanban quantity overview of the kanban boards. When the number of completed jobs for active kanbans is more than the specified maximum alert quantity, the background color is red instead of green. Active kanbans can have any handling unit status except Empty. |
Auto planning trigger |
Enter the number of unplanned jobs that cause automatic planning to occur. An unplanned kanban job has the status Not planned. |
Maximum planned jobs |
When you use automatic planning of unplanned kanban jobs, enter the maximum number of kanban jobs that are planned for a specific kanban rule. Use this limit to avoid overloading a work cell for scheduled and event kanbans. This situation might occur because of false demand or exceptionally large customer orders. For sales event kanban rules that use CTP (capable to promise) or automatic kanban creation, we recommend that you use this setting together with a maximum sales order quantity setting. These settings would limit the effect that erroneous order quantities could have on system performance. |
Sales line event kanban creation type |
Use this setting to configure kanban rules that fulfill requirements from sales orders. Select one of the following options:
|
BOM line event kanban creation type |
Use this setting to configure kanban rules that replenish picking lists that are based on production orders. Select one of the following options:
|
Kanban line event creation type |
Use this setting to configure kanban rules that replenish material that is required for a downstream process activity. Select one of the following options:
|
Stock replenishment kanban creation type |
Use this setting to configure kanban rules that replenish minimum inventory levels. Select one of the following options:
|
Minimum event quantity |
Enter the minimum quantity that is required on the source requirement to generate event kanbans for this rule. Event kanbans are generated when the quantity of the source requirement is equal to or more than this field. The default value is zero, but you can change it. |
Source requirement registration constraint |
Select the status of the source requirement that determines when material handling units of the referenced event kanbans must be received. The options are as follows:
|
Delete unused event kanbans |
Select this check box to delete referenced event kanbans that have the handling unit status Not assigned when the source requirement is registered as finished. |
Source requirement reservation |
Select this check box to override the current inventory reservation settings for demand source requirements such as sales order lines and production BOM lines. |
Never |
Select this field when reservations for all referenced sales lines and production BOM lines are to be made manually. |
Always |
Select this field to automatically reserve inventory for all referenced sales lines and production BOM lines. |
Sales line reservation method |
Select the method of automatic reservation to use for sales lines. When sales order lines that reference this kanban rule are created, the setting in this field overrides the default value from the sales header. |
BOM line reservation method |
Select the method of automatic reservation to use for BOM lines. When production BOM lines that reference this kanban rule are created, the setting in this field overrides the default reservation setting. |
Percent |
Enter the percentage of the item that is allocated to the schedule group. |
Schedule group |
Select the schedule group to which to assign the item. |
Throughput ratio |
For the selected item or item group, enter a ratio to adjust the standard capacity that is defined for the work cell. When you use the Throughput method to measure capacity, you can use a throughput ratio to adjust the throughput quantity that is defined. The default value is one, but you can change it. A ratio >1 means that the product consumes more capacity than a standard product. A ratio < 1 means that the product consumes less capacity than a standard product. When you use the Hours method to measure capacity, the throughput ratio is used to calculate the load as follows. For each job, the average cycle time x throughput ratio is loaded to the work cell schedule. |
See also
About Lean manufacturing migration
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).