Create new plan activity (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 > Setup > Lean manufacturing > Production flows. On the Versions FastTab, click Activities. Click New version activity, and then click Create new plan activity.
Use this wizard to create an activity for a production flow. An activity defines the structure and the detailed requirements of the kanban jobs that must be performed. You can create the following types of activities:
Process activities
Transfer activities
Tip
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When you create an activity for a version of the production flow that is not active, you can create either a process activity or a transfer activity. Select the type of activity in the Activity type field on the New activity page of the wizard. The appropriate version of the wizard is then used.
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When you create an activity for a version of the production flow that is already active, you can only create a transfer activity. This restriction prevents changes to process activities while the production flow is being used. In the Activity type field on the New activity page of the wizard, the default value is Transfer, and you cannot modify the value.
Tasks that use this form
Key tasks: Set up a production flow
Navigating the form
The following tables provide descriptions for the controls in this form. The third column in each table indicates whether the field is used for a process activity, a transfer activity, or both.
New activity page
Field |
Description |
Usage |
---|---|---|
Name |
Enter a name for the activity. This field is mandatory. |
Process and transfer |
Activity type |
Select the type of activity. This field is mandatory. The following activity types are available:
|
Process and transfer |
Feeds to downstream flow |
Select this check box to define an activity that can supply other downstream production flows. |
Process and transfer |
Process quantity |
Enter the product quantity that is the output of one cycle of the activity. |
Process and transfer |
Unit |
Enter the unit of measure that you want to use with the Process quantity field. This field is mandatory. |
Process and transfer |
Operating unit |
Select the operating unit that the activity is assigned to. The default value is the value stream that is assigned to the production flow. However, you can select any operating unit that is in the hierarchy of the value stream. |
Process and transfer |
Create transfer activity page
Field |
Description |
Usage |
---|---|---|
Replenishing |
Select the work cell that you want to transfer products from. The output location of the work cell is then used as the Transfer from location for the activity. |
Transfer |
Replenished |
Select the work cell that you want to transfer products to. The input location of the work cell is then used as the Transfer to location for the activity. |
Transfer |
Semi finished product |
Select this check box to indicate that the activity transfers semi-finished products. A semi-finished product is any intermediate state of a product between two BOM (bill of material) levels. Use transfer activities to transfer semi-finished products between two work cells. |
Transfer |
Finished product |
Select this check box to indicate that the activity transfers finished products. A finished product is any product that is represented by an item ID, and that either is raw material or corresponds to a BOM level. |
Transfer |
Update on hand on receipt |
Select this check box to indicate that the activity transfers finished products, and that the product receipt is registered in inventory. The check box is selected by default, but you can clear it. This check box is only available when the Finished product check box is selected. If you select this check box, the value of the finished product is moved out of the production flow at standard cost. If you clear this check box, the value of the finished product remains in the work in process (WIP) of the related production flow. The value is moved out of the WIP when the product is transferred or consumed by the next activity in the production flow. |
Transfer |
Update on hand on pick |
Select this check box to indicate that the picking activity for the transfer is controlled for inventory, and that the product consumption updates, or reduces, the on-hand inventory. This check box is only available when the Finished product check box is selected. A transfer activity with the following settings transfers material from a warehouse to the WIP account that is assigned to the production flow:
|
Transfer |
Assign transfer locations page
Field group |
Description |
Usage |
---|---|---|
Transfer from location |
Select the warehouse and location that you want to pick products from. These fields are mandatory. |
Transfer |
Transfer to location |
Select the warehouse and location that you want to move products to. These fields are mandatory. |
Transfer |
Vendor account |
For subcontracted activities, the vendor account that is assigned to the From warehouse of the shipper or the To warehouse of the recipient. The account that is displayed for Managing organization (shipper) is the vendor that is assigned to the From warehouse. The account that is displayed for Managing organization (recipient) is the vendor that is assigned to the To warehouse. |
Transfer |
Freighted by |
For transfer activities, select the party that performs this service. The following options are available:
Tip You must create a service to configure the subcontracted activity. Use the Add service to activity %1 wizard to perform this task. |
Transfer |
Create process activity page
Field |
Description |
Usage |
---|---|---|
Work cell |
Select the work cell where the process activity occurs. |
Process |
Vendor account |
For subcontracted activities, the account number of the vendor. This field is automatically filled in when a vendor resource is assigned to the work cell. You cannot modify the field. The activity that this vendor provides is subcontracted work. Tip You must create a service to configure the subcontracted activity. Use the Add service to activity %1 wizard to perform this task. |
Process |
Update on hand receipt |
Select this check box to indicate that the activity produces finished products, or products at the BOM level, and that the product receipt is registered in inventory. The check box is selected by default, but you can clear it. If you select this check box, the value of the finished product is moved out of the production flow at standard cost. If you clear this check box, the value of the received product remains in the WIP of the related production flow. The value is moved out of the WIP when the product is transferred or consumed by the next activity in the production flow. |
Process |
Pick up |
Select this check box to indicate that the activity consumes semi-finished products. A semi-finished product is any intermediate state of a product between two BOM levels. An activity that consumes semi-finished products cannot be the first activity in a production flow. If you select this check box, the wizard does not display the Picking activities page. |
Process |
Receive |
Select this check box to indicate that the output of the activity consists of semi-finished products. You can only select this check box if the Update on hand receipt check box is cleared. |
Process |
Assign picking activities page
Define the parameters that are used to register inventory transactions when material is picked for the activity. The actual material requirements of a kanban job are stated in the picking list.
Button |
Description |
Usage |
---|---|---|
Add |
Add a picking activity. |
Process |
Remove |
Delete a picking activity. |
Process |
Dimensions |
Open the Dimensions display form, where you can select the dimensions that are displayed in the Picking activities list. |
Process |
Field |
Description |
Usage |
---|---|---|
Item number |
Select the item and the product dimensions to define a picking activity for a specific product. If you want to use the default picking activity, leave the field blank. |
Process |
Site |
Select the site where the picking activity is valid. This field is mandatory. |
Process |
Warehouse |
Select the warehouse where the picking activity is valid. |
Process |
Location |
Select the location where the products are picked. |
Process |
Update on hand |
Select this check box to indicate that the picking activity is controlled for inventory. |
Process |
Register scrap |
Select this check box to apply the scrap factor that is defined on the BOM line to back-flushed material when the inventory transaction is registered. If you do not select this check box, scrap is only applied on the planned transaction. It is not applied when the quantity of the finished product is registered. |
Process |
Assign activity time page
Define activity times for the activity. Activity times are used to determine the due dates and times for entries in a picking list. Activity times are also used to calculate service times for subcontracted activities. Activity times are not used to load a work cell's schedule for kanban jobs. For the Hours capacity model, the schedule for a work cell is loaded with the average cycle time of an activity.
Field |
Description |
Usage |
---|---|---|
Time |
Enter the time that is required to queue the activity before it is processed, process the activity, and then queue the activity after it is processed. |
Process and transfer |
Time unit |
Select the unit of measure that you want to use with the Time field. |
Process and transfer |
Time type |
The type of activity time. The following types of activity time are available:
Tip We recommend that you not use activity times to account for setup time. Instead, account for setup time when you calculate the average cycle time of the production flow and the capacity of the work cell. |
Process and transfer |
Value adding |
Select the check box to indicate that the activity adds value to the product. |
Process and transfer |
Per quantity |
Enter the product quantity that the activity time is based on. The default value is 1, but you can change the value. |
Process and transfer |
Unit |
Select the unit of measure that you want to use with the Per quantity field. |
Process and transfer |
See also
Production flow version details (form)
Production flow activities (form)
Add existing activity (class form)
Create activity relation (form)
Lean Manufacturing: Production Flows and Activities
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).