Create production order (form)

Artikkeli
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 > Production orders > All production orders. On the Action Pane, on the Production order tab, in the New group, click Production order.

–or–

Click Project management and accounting > Common > Item tasks > Project production orders. On the Action Pane, on the Production order tab, in the New group, click Production order.

Use this form to create a new production order or project production order.

Identification

Use the fields in the Identification group to assign an item number and name to the new production order. The Production field already contains the next production number. The production number is retrieved from the setup for number sequences. For more information, see Number sequences (list page).

Item number – This field is mandatory. Select the item number of the item that you want to produce. After you select the item number, the Inventory dimensions group appears. You can select the inventory dimensions that are associated with the item number.

If you selected Standard when you created item dimensions in Inventory management, you can select the item number from the bill of materials (BOM) that appears in the list.

If you selected Vendor when you created item dimensions, the Item number field contains a reference number and lot. In this case, you cannot modify this field.

You can also enter the item number manually. The system verifies that the item number is in the item table.

For more information, see Create and maintain product dimensions.
Name – The name of the item that is being produced appears when you select the item number. After the production has been created, you cannot modify this field.

Inventory Dimensions

The Inventory dimensions field group appears when you select an item in the Item number field.

Production

In the Production group, use the Type field to specify the type of production. The production type defines how the new production order relates to other modules.

Specify the type of production

Standard – If you select Standard in the Type field, the production order does not reference other modules. Examples of references include sales lines and productions. You can select any configuration that is allowed for the specified item. If you assign a configuration manually, the system verifies that the configuration is in the inventory table for the BOM.
Vendor – If you select Vendor in the Type field, the production order is attached to a vendor. The Reference number field displays the number of the selected reference. Examples of reference numbers include sales order numbers, vendor numbers, and production numbers. The Reference lot is then populated with one of the lots that are attached to the reference.

If an item is produced by a subcontractor, and you want an independent review of the subcontractor's production, select Vendor in the Type field. A vendor production can contain several item numbers, one of which has a line type of Vendor. This line type automatically creates a purchase for the cost estimate.

Specify the quantity

If you selected Standard in the Type field, the system proposes the quantity of the item that is produced. You can change the quantity, but the quantity must always be more than 0.
If you selected Vendor in the Type field, the quantity that is produced is determined by the reference that the production order is attached to. You can change the quantity after the production order is created.

BOM and route

BOM date – The default value for the BOM date is the current date. This date is tentative, because the production has not been scheduled. Only lines that have an active BOM date are copied to the production order. The active BOM date is taken from the associated BOM. You can specify a range of dates that a line is active by using the From date and To date fields in the BOM. If you do not specify a date in these fields, the line is always active.

For more information, see BOM versions and lines (form).
BOM number – The BOM number for the item that is being produced appears automatically when you select the item number. The BOM number controls which BOM the production order is copied from when the production is created. You can enter the BOM number manually if necessary. If you enter the BOM number manually, the system checks whether the BOM number already exists for the item.

For more information, see BOM versions and lines (form).
Route number – The route number for the item that is being produced appears automatically when you select the item number. The route number controls which route the production order is copied from when the production is created. You can enter the route number manually if necessary. If you enter the route number manually, the system checks whether the route number already exists for the item.

For more information, see Create and update routes (form).

Grouping

Pool – Select an appropriate pool for the production order. Production pools define groups of production orders. You can use production pools to schedule groups of production orders. You can use production pools only if production orders are created in the Production orders table.
Production group – Select the production group for the production, if a production group is required.

Setup

Ledger – The method that is used to post the production in the ledger. This field is populated with the method that was selected when parameters were set up.
Reservation – In the list, select when automatic reservations are performed.

Task that uses this form

Create production orders manually

Navigating the form

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

Buttons

Button	Description
BOM	Create a new production BOM, or manage changes to existing BOMs.
Route	Create a new production route, or manage changes to existing production routes.

Fields

Field	Description
Production	The unique identifier of the production order. When a new production order is created, the production number is either allocated automatically or entered manually.
Item number	The unique identifier of the item that is being produced. This field cannot be changed. The item is defined when the production is set up. For more information, see Create production order (form) and Production orders (form).
Name	The name of the production. This field is automatically updated when you select an item in the Name field.
Site	Enter a site for the production. When you enter a site, the system retrieves the active BOM version and route version that are associated with the site. The system then enters the BOM version in the BOM number field and the route version in the Route number field.
Warehouse	The warehouse that is assigned to the production. When you enter a value in the Site field, the system verifies that the warehouse that is entered here is associated with the specified site. If the warehouse is not associated with the specified site, the system clears the Warehouse field. The lookup form then contains only warehouses that are associated with the specified site.
Type	The type of production order that is created. The following types are used: Standard – The production order that is created does not have a specific attachment to an order, another production or vendor, or a planned order. Vendor – The production order is produced by a vendor and attached to another production. You can find the reference to the production order in the Reference type and Reference number fields.
Quantity	The quantity that is scheduled for production. For information about how to change the quantity on a production order, see Production orders (form).
Delivery	The expected delivery date or finish date for the production. You can use the delivery date to schedule operations for production orders or to schedule jobs. The scheduling can then be based on the delivery date. If a production order is set up so that the system creates the sub-productions that are defined in the BOM, and you use operation scheduling or job scheduling, sub-production items are scheduled for delivery on the date that the items are used. Operations for the sub-production are scheduled based on the delivery date instead of the start date. Note If a production is created directly from a sales order, the delivery date is transferred back to the Ship date field on the order line.
Time	The scheduled delivery time.
BOM date	This field controls the BOM version that is active for the item when the production order is created. The BOM version is valid only while the production order is created. You can use the BOM date to define the lines that are copied from the current BOM version.
BOM number	The BOM version that the production order is based on. There may be several versions of a BOM item, but only one BOM version is active for each production order. When you enter a value in the Site field, the lookup form for the BOM number field displays only the BOM versions that are assigned to the specified site. If the Site field is blank, you can enter a BOM version manually. If you enter a BOM version that is not assigned to a site, the system clears this field. A message asks whether you want to enter the active BOM version.
Route number	The route version that the production order is based on. There may be several versions of a route, but only one route version is active for each production order. When you enter a value in the Site field, the lookup form for the Route number field displays only the route versions that are assigned to the specified site. If the Site field is blank, you can enter a route version manually. If you enter a route version that is not assigned to a site, the system clears this field. A message asks whether you want to enter the active route version.
Pool	Select the pool that the production belongs to. Production pools are used to group productions that have similar characteristics, such as the type of item that is produced or the person who created the production orders. For more information, see Production orders (form).
Production group	Select the production group that the production order belongs to. The production group can control the posting of item consumption, items that are in process, resource consumption, and operations resources that are in process. The group can also be used as criterion in reports. You can select a group from the production groups that have already been created. For more information, see Production groups (form). If you want to group productions, but you do not want to effect accounting, use production pools instead. For more information, see the Pool field. Note Production groups can be useful when, for example, you work with prototype productions. You can separate the ledger postings for the prototype productions, so that the prototype productions are not combined with the regular production orders.
Ledger	The method that is used to post the production order in the ledger with regard to items, work in process, and the cost of the order. This field can be modified for productions if the status is less than reported as finished. Item and resource - Item consumption is posted by using the method that is defined in the item group. For more information, see Item group (form). Resource consumption is posted by using the method that is defined for the resource. Job end time – Item consumption is posted by using the method that is specified for the item group. For more information, see Item group (form). Resource consumption is posted based on the cost category. For more information, see Cost categories (form). Production groups – Item consumption and resource consumption are posted based on the value for the production group. For more information, see Production groups (form). Items in process (IIP) can consist of two sets of accounts: One set for outbound items. This set of accounts is also known as a picking list. One set for inbound items. This set of accounts is also known as reporting-as-finished. When you post IIP: The item consumption is credited to the new account for the picking list, and a similar debit is made in the offset account for the picking list. The item receipt is debited from the new account for reporting-as-finished, and a similar credit is made in the offset account for reporting-as-finished. When you post work in process (WIP), the resource consumption is credited to the new account for WIP issues, and the credit is offset in WIP inventory. When you do cost accounting for a production, the WIP issue and offset posting are settled and carried over to the cost accounting accounts that are created. During cost accounting, the item consumption is credited according to posting settings, and the credit is offset in the account setup for the finished item that is produced. The resource consumption is similarly credited according to the posting settings for issues, and the credit is offset according to the posting settings. The setup of a production's posting depends on the method that you select in this field. For more information, see Resources (form), Production groups (form), Cost categories (form), and Item group (form). The following example illustrates the posting process. For each delivery, posting occurs according to the posting setup. Therefore, you can post items that have been delivered separately. These items are also IIP. The value of the item consumption is the average cost price of the on-hand inventory. If the on-hand quantity is less than or equal to 0 (zero), the consumption is set to the standard cost price that is specified for the item. If you indicated that the standard cost price for the item must always be used, the item consumption is valued at the standard cost price. For more information, see Item model groups (form). Every time that resource consumption is registered, WIP is posted according to the posting setup. Additional material consumption is posted. See step 1. Additional resource consumption is posted. See step 2. For each reporting-as-finished, posting occurs again according to the posting setup. Therefore, you can separately post the value of items that are reported as finished. These items are also IIP. The value of an item is the standard cost price of the item. For more information, see the description of the Fixed receipt price field in Item model groups (form). Another reporting-as-finished is posted. Cost accounting. IIP in the picking list is settled. IIP in reporting-as-finished is settled. The issue is posted and offset in the offset account for issues. WIP is settled. The resource consumption is posted and offset in the offset account for operations resources. The sum of resource consumption and item consumption represents the value of the finished production. Therefore, the receipt is equal to the sum of the issue plus the sum of the resource consumption. In practice, this sum does not have to be registered in different accounts. By using the same account, you can simplify the chart of accounts. You can specify the same account for several purposes. For more information, see Item group (form). After the production has been cost accounted, you can post transactions for the closing of inventory. For more information, see Closing and adjustment (form).
Reservation	Specify how reservations are managed. Select from the following options: Manual – Reservations are not made automatically. Estimation – A reservation is made when the production order is estimated. Scheduling – A reservation is made when the production order is scheduled. Started – A reservation is made when the production order is started.

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