Create new plan activity (form)

Article
10/09/2018

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

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.
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 – Use process activities to define a single operation or a group of operations that consume the resources of a work cell to convert material to finished goods. Transfer – Use transfer activities to define a movement of material, semi-finished goods, or finished goods from one location to another location.	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: Update on hand on pick is selected. Update on hand on receipt is cleared.	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: Carrier – This is the default value when the location that the product is transferred from and the location that the product is transferred to are assigned to different sites. Shipper – This is the default value when the location that the product is transferred from and the location that the product is transferred to are assigned to the same site. Use this option when the From warehouse is managed by a vendor. Recipient – Use this option when the To warehouse is managed by a vendor. 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: Queue time before. Runtime – You must define this activity time. Queue time after. 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