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About Lean manufacturing migration [AX 2012]

Updated: February 23, 2011

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

This topic describes the migration scenario for Microsoft Dynamics AX 2012 Lean manufacturing. There is a new data model, so there is no code upgrade needed. However, before you upgrade to Microsoft Dynamics AX 2012, you must migrate the Lean manufacturing for Microsoft Dynamics AX 2009 data to the new model. This scenario requires that you complete the following pre-upgrade tasks:

  1. Create the Microsoft Dynamics AX 2012 Lean manufacturing framework and set up the necessary base data.

  2. Prepare the current version data for migration to the Microsoft Dynamics AX 2012 Lean manufacturing framework.

You perform these tasks in the following forms:

  • Convert kanbans to next version kanban rules form – Use this form to convert the current version kanban rules to the next version. To open the form, click Preprocessing upgrade checklist > Prepare application data for preprocessing > Prepare kanbans for migration. See Convert kanbans to next version kanban rules (form) for more information.

  • Convert LOS-BTO schedules to next version kanban rules form – Use this form to convert the current version LOS schedules to the next version. To open the form, click Preprocessing upgrade checklist > Prepare application data for preprocessing > Prepare LOS schedules for migration. See Convert LOS-BTO schedules to next version kanban rules (form) for more information.

The Microsoft Dynamics AX 2012 Lean manufacturing data structures consist of production flows and production flow activities. To create these and set up the associated data, complete the following tasks. In the Convert kanbans to next version kanban rules form, or alternatively, in the Convert LOS-BTO schedules to next version kanban rules form, click Next version base data, and then select the appropriate form.

  • In the Production flow model form, create and configure production flow models. These models define: the capacity settings for work cells and the display settings that are used in the kanban boards. See Production flow model upgrade (form) for more information.

  • In the Lean manufacturing next version value streams form, define the value streams that are used to classify and aggregate lean financial transactions. Each new production flow references a value stream. During the upgrade process, the value streams are converted to operating units. See Lean manufacturing next version value streams (form) for more information.

  • In the Standard workdays for calendar form, define the length of a standard work day, in hours, for the current calendars. To measure work cell capacity in periods that consist of hours and minutes, you must define this in the calendars. See Standard work days for calendar (form) for more information.

  • In the Work cells migration form, define additional settings for current work cells that are to be upgraded. The additional, mandatory settings to define are as follows: input warehouse and location, output warehouse and location, and production flow model. See Work cells migration (form) for more information.

  • In the Production flows form, create production flows and production flow activities that identify and describe your company’s basic business processes and product families. You can define process activities and you can define transfer activities. Create activity relations to link activities and establish a production flow sequence. See Production flows upgrade (form) for more information.

  • In the Lean manufacturing next version parameters form, define the additional production parameters for Lean manufacturing. These parameters are used to create production flows and generate kanban jobs during the upgrade process. See Lean manufacturing next version parameters (form) for more information.

  • In the Lean schedule groups form, define the lean schedule groups that are used to aggregate items for production at a particular work cell. See Lean schedule groups upgrade (form) for more information.

When the Microsoft Dynamics AX 2012 Lean manufacturing framework is created and the base data is set up, you prepare the current version data for migration to the next version. Use the Convert kanbans to next version kanban rules form to prepare the current version kanban rules. Alternatively, use the Convert LOS-BTO schedules to next version kanban rules form to prepare the current version LOS-BTO schedules.

Review the current rules and map them to the Microsoft Dynamics AX 2012 Lean manufacturing framework. The following table gives an overview of the core concepts in Lean manufacturing for Microsoft Dynamics AX 2009 and the corresponding concepts in Microsoft Dynamics AX 2012 Lean manufacturing. Use this information to guide you when you map the current kanban rules.

Microsoft Dynamics AX 2009 feature

Microsoft Dynamics AX 2012 feature

Conversion of business rules

Conversion of active transactions

Conversion of handling units

Fixed quantity kanban

Fixed quantity kanban

Supported

Supported

Supported

Subcontracting kanban

Fixed or scheduled kanban

Convert to manufacturing kanban

Supported

Supported

Purchase kanban

Withdrawal kanban from a warehouse location that has the item coverage type, Purchase order

Convert to withdrawal kanban

Supported

Supported

PTO (pull-to-order) kanban

  • Sales

  • Kanban

Event kanban

  • Sales event

  • Kanban line

Supported

Supported

Not applicable

Target kanban

Scheduled kanban

Supported

Supported

Supported

Phased target kanban

Scheduled kanban

Supported

Supported

Supported

Family grouping and item grouping

Item allocation key

Supported

Not applicable

Not applicable

Family grouping and item grouping

Lean schedule group

Supported

Not applicable

Not applicable

Kanban group code

Kanban card number sequence

Supported

Not applicable

Not applicable

Kanban template

All kanban types

Through item allocation key

As kanban type

As kanban type

Generic kanban

Not applicable. Use the Product configurator for configurable items.

Upgraded as a normal kanban rule without extended data.

Kanban is upgraded as normal fixed quantity kanban.

Not applicable

LOS – BTO schedule

  • First level

  • Level 2-n

Event kanban

  • Sales event kanban

  • Kanban line event

Supported

Supported

Not applicable

LOS cumulative schedule

Production schedule and Supply schedule form

No specific setup is required to use the Supply schedule form and work with planned orders

Not applicable. The schedule is established during the next master planning run.

Not applicable

NoteNote

During the bulk upgrade process, the Microsoft Dynamics AX 2012 Lean manufacturing kanban rules are generated.


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