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About requirement types for operations resources [AX 2012]

Updated: September 16, 2014

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

When you are defining requirements for a route, you can select from eight requirement types. The following table provides information about each requirement type, and specifies whether the requirement type is available for the operations scheduling and job scheduling methods.

Requirement type

Description

Operations scheduling

Job scheduling

Resource type

Specify the resource type that is required. There are five resource types:

  • Vendor

  • Human resources

  • Machine

  • Tool

  • Location

Yes

Yes

Resource group

Any resource from the resource group can be scheduled for production.

Yes

Yes

Resource

A specific resource must be scheduled for production.

By default, the Operations scheduling check box is not selected when a resource requirement is specified. You can select the check box manually.

Yes

Yes

Capability

Any resource with the selected capability is scheduled for production. You can also specify a minimum level of proficiency in the Minimum level needed field. Setting the minimum level of proficiency is optional.

The scheduling engine selects all resources that satisfy the capability requirement and the minimum level of proficiency needed.

Yes

Yes

Skill

This requirement type is relevant when you specify Human resources as a requirement.

Only human resources that have the selected skill are scheduled. You can also specify the rating level that is required. Setting the required rating level is optional.

The scheduling engine only selects human resources with a skill rating level that matches the rating level specified on the route. Human resources with higher or lower rating levels are not selected.

No

Yes

Courses

This requirement type is relevant when you specify Human resources as a requirement.

Only human resources that have the selected course are scheduled.

When you run a scheduling, the start and end dates of the course are not considered. This is because companies often have different policies about how to use these dates. For example, some companies allow operators to drill if they have started a course but not yet completed it, whereas other companies require only operators who have completed the course.

No

Yes

Certificate

This requirement type is relevant when you specify Human resources as a requirement.

Only human resources that have obtained the defined certificate can be scheduled.

No

Yes

Title

This requirement type is relevant when you specify Human resources as a requirement.

Only human resources that have the defined title can be scheduled.

No

Yes


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