Formula lines-batch (form)

Article
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

Use this form to add and maintain formula lines in batch orders.

Open the form

Click Production control > Common > Production orders > All production orders.
Double-click the batch order. The Batch order form is displayed.
On the Action Pane, on the Production order tab, in the Order details groups, click Formula.

Navigating the form

The following table provides descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View a list of formula lines associated to the batch.
General	View or update details for the selected formula line.
Setup	View or update the initial state of the item before production starts.
Update	View the latest updates for the item, such as updated quantities and dates.
Quantity	View the quantities associated with the item, for example, the estimated and remaining quantities..
Reference	View the reference information for the item, such as the operation number or vendor account.
Financial dimensions	View and update the department, cost center, and purpose associated with the batch order
Inventory dimensions	View inventory dimensions for the item. For more information, see About inventory dimensions and dimension groups.

Buttons

Button	Description
Inventory	Open a submenu of items that lets you view or update various inventory records and perform related inventory functions for the formula line. For example, you can view on-hand inventory or register the item into inventory.
Copy	Open the Copy form to copy the formula items to an existing formula version or another batch.
Inquiries	Open a submenu of items that lets you perform inquiries on various related records. For example you select Net requirements to view information for the current requirements that was calculated for the co-product or by-product item.

Fields

Field	Description
Item number	The identification for the item.
Quantity	View or enter the number of units of the item.
Per series	By default, the formula size of the formula version. However, you change this value to specify the formula product quantity to be produced for which this co-product or by-product will be created.
Unit	View or select the unit in which the Quantity field is expressed.
CW quantity	The catch weight quantity for the formula item in catch weight units.
CW unit	The catch weight unit of measure for the formula item.
Percent controlled	Select the check box if the item is percent controlled. If you select this field, the Scalable field is automatically selected and cannot be edited. This field is not available for catch weight items.
Percent	The percentage of the item required based on the total formula size.
Scalable	Select the check box if all items in the formula version are set to Variable consumption. If you use this feature, any change you make to an ingredient in the formula will also adjust the quantity of the other ingredients that are selected. The size of the formula is also adjusted. This field is not available for Fixed consumption or Step consumption.
Item type	The type of item.
Product name	The name of the product.
Batch order	The identification for the batch order to which the formula line belongs.
Position	View or enter position sorting criteria to retrieve a sequentially ordered list of items on the formula line according to position.
Vendor account	Select or view the vendor account identifier for items of line type Vendor. If left blank, vendor account information is retrieved from the work center group setup.
Line type	View or enter the type of line, which can be one of the following: Item ─ Select Item when the item is a raw material or a semi-finished item that is picked from inventory or when the item is a service. Phantom ─ Select Phantom when you want to explode any lower-level formula items that are contained in formula lines. When you estimate the batch order and the formula items are exploded, the component items are listed as formula lines in the batch order. Then, the corresponding routes are added to the production route. Formula items are exploded using the current configuration. When you use the phantom line type, you can handle production and measurement configurations that occur at different formula levels. Note If you select Phantom for a product on the Engineer FastTab in the Released product details form, then use this product in a formula, the formula line type changes to Phantom. You cannot select Phantom for a catch weight item or for items where the production type is Co-product, By-product, or Planning item. Pegged supply ─ Select Pegged supply to create a batch order for any formula items that are contained in formula lines. The batch order is created when you estimate the batch order. The required item quantities are automatically reserved for the batch order. Vendor ─ Select Vendor if the production process uses a subcontractor and you want to create a sub production or a purchase order for the subcontractor automatically. The service or work that is performed by the subcontractor must be created by using a Formula or Service item. You can attach it to the parent item as a formula line. The route must contain an operation that is assigned to the subcontractor’s operations resource. This operation is attached to the formula line using the Oper. No. field.
Reservation	Select at what stage of the production batch order the co/by product item is reserved. The options are as follows: Manual, Estimation, Scheduling, and Start.
Calculation	Formula calculations give the estimated prices on all formula levels. As a result, the contribution of a single item or operation to the price of the formula level can be determined. Also, the system calculates the contribution of all items and operations on a specific level. The calculations also provide an overview of summarized costs for cost groups. This provides the contribution of a cost group on a particular formula level.
Sub-BOM	Used for BOM lines.
Subroute	For sub-formula lines only. Select an alternative routing version to use with another sub formula version. If left blank, the active route is used.
Oper. No.	Enter or view the operation number, which is planned to consume the product of the formula line. You can select only the operations that are associated to the product of the formula version. Coverage of the product is planned by Master planning according to the planned start or end of the operation.
End	If selected, coverage of the product is planned by Master planning according to the planned end of the operation as specified by the operation number in the Oper. No. field.
Resource consumption	Select to assign material consumption for the formula line to the resource. The resource refers to a production unit that defines a picking warehouse. Assigning material consumption to the resource is useful when the formula version does not refer to a particular site, but is valid for all sites. In this situation, you must be able to define a different picking warehouse for each site. Note If the check box is not selected, enter the picking warehouse in the Warehouse field for the item. If a warehouse is not designated, the warehouse defined in the item’s site-specific order settings is used as the default.
Formula	The identification for the formula.
Qty without yield%	View or enter the number of units of the item.
Consumption is	View or select the consumption option. This option determines whether the component issue quantity will vary or remain fixed for the batch. If it is Constant, the quantity is fixed regardless of the batch order size. The information that follows further descriptions these options: Variable –Consumption of the component is proportional with the size of the batch order. Constant – Consumption of the component is fixed to the quantity on the formula line regardless of the size of the batch order.
Flushing principle	View or enter the flushing principle, which can be any of the following outcomes. Start - Status pre-deduct / Forward flushing. Finish - Status post-deduct / Backward flushing. Manual - Updated through the consumption journal. Note If left blank, the Flushing principle value from the Released product details form is used. The values of the flushing principle are used when consuming raw materials in batch orders. This is used in combination with the setup of the default values for starting and reporting batch orders as finished.
Constant scrap	View or enter the constant scrap value. Constant scrap quantity is independent of formula size or production batch quantity.
Variable scrap	View or enter the variable scrap value for an ingredient. Variable scrap is indicated as a percentage, where 10% is written as 10.00. Scrap is used to calculate corrected raw-material usage in the formula lines.
Rounding-up	Define the type of rounding-up to use. This is useful if the raw materials are consumed in specific quantities. Options include the following: No ─ Rounding-up is not used. Quantity ─ Quantity must be a multiple of the given quantity. For example, when whole numbers are required, enter 1.00 in the Multiples field. Numbers are always rounded to quantities divisible by 1.00. Consumption ─ The estimated consumption is rounded up so that it is divisible by the number of units that the raw material comes in. Use this method when consumption of a raw material can only be used in certain quantities, and the rest of the raw material is considered scrap. Example Paint is stored in inventory in 25-quart cans. When it is taken from inventory, it is taken in 25-quart can increments. In this case, rounding-up according to consumption is selected, and multiples are set to 25. The production quantity for the finished item is 20 units, and 2 quarts of paint must be used for each unit. Consumption is calculated as 20 units x 2 quarts = 40 quarts. When rounded up to a multiple of 25, 50 quarts of paint are required. When rounding up according to consumption, excess consumption, or scrap, of 10 quarts is automatically calculated.
Multiples	The multiple numbers in which the item is consumed. Used together with rounding-up. For more information, see the description for the Rounding-up field.
Step consumption	The criteria for the From series and Quantity to calculate step consumption. Based on the batch order quantity, the information from the Step per series that satisfies that quantity will be selected.
Estimated	The estimated quantity to be produced.
Remaining quantity	The quantity not yet released in the formula unit.
Started	The quantity in inventory units that has been released to begin production.
Released quantity	The quantity released to production.
CW estimated	The estimated quantity to be produced in catch weight units.
Estimated	The estimated quantity to be produced.
CW started	The quantity in catch weight units that has been released to begin production.
Started	The quantity in inventory units that has been released to begin production.
CW remaining	The catch weight size to be released in the catch weight unit to the batch order.
Remaining quantity	The quantity posted by the picking list that is still not end-updated (costing updated).
Reference type	The reference type based on the purpose of the batch order. For example, if the batch order is created to an order line, the sales order is displayed. If it is created for a purchase order, a project, or another batch order, the purchase order, project, or batch order process is displayed.
Reference number	The number of the sales order, purchase order, or batch from which the batch order is derived. If there are no connections, this field is blank.
Reference lot	The numbers of the reference lot and the item lot to which the batch order belongs. The item to be produced goes into inventory and from there into the lot that is specified in this field. It is not relevant that the item does not physically reach the inventory.
Raw material date	The scheduled date for material consumption.
Raw material time	The scheduled time for material consumption.
Remain status	The back order status that indicates the remaining tasks for a specific formula line. The options are as follows: Material consumption ─ Materials remaining to be delivered to production relative to the cost-estimated consumption for a specific formula line. Ended ─ Production order remaining to be ended. All materials have been delivered for a specific formula line.
Constant released	If selected, constant consumption has been released.
Finished picking	If selected, the picking list journal has been posted with the End field selected.
Lot ID	The identification for the lot, which refers to the current inventory transactions attached to the formula line.
Dimension No.	The identification for the item dimensions.
CW released	The consumption in catch weight units that has been released to production, but has not yet been included in the cost accounting.