Consolidated batch orders (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

Click Production control > Common > Consolidated batch orders. Double-click the consolidated batch order.

Use this form to view and maintain consolidated orders and their associated bulk orders and packed orders. When you select a bulk order or packed order to add to the consolidated order, the other selections are filtered based on the selection. The list contains orders that are either produced or consumed by the same bulk item. You can set up Master planning so that master scheduling generates consolidated orders.

The information in this form is displayed in three separate panes. The upper pane contains basic information about the consolidated batch order. The lower two panes provide details about the bulk orders and the related packed orders, respectively.

Consolidated batch orders ─ Displays the consolidated batch orders and their lowest current status and the lowest remaining status across all of the batch orders in the consolidated order. By default, consolidated orders that have the status of Ended are not displayed. However, you can select the Show Remain Status Ended check box in this pane to display Ended consolidated batch orders.
Bulk orders ─ Displays information about the batch orders for the bulk items that are identified in a consolidated batch order. You can use the buttons in this pane to perform production-related functions for the selected bulk order.
Packed orders ─ Displays the individual batch orders for one or more packed items that use the bulk item. You can use the buttons in this pane to perform production-related functions for the selected packed order.

Tasks that use this form

Create a consolidated batch order

Navigating the form

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

Tabs

Upper pane

Tab	Description
Overview	View a summary of consolidated batch orders. You can create orders or modify information in the existing orders. To view details for related bulk orders and packed orders, select a consolidated order. The information is displayed in the lower panes of the form.
General	View or modify general identification and production information that includes the consolidated quantity and the status of the order.

Lower panes

Tab	Description
Overview	View or modify general identification and production information, status, and quantities for the related bulk order and its related packed orders.
General	View or modify general identification and production information, status, scheduling dates, and production pool groupings for the bulk order and packed orders.
Setup	Define the criteria that you want to use to process the consolidated batch order. These criteria include the date that the formula becomes effective, the route number on which the production is based, production scheduling information, the method for posting the order to the ledger, and the measurement factors of the item that is produced.
References	View information for the bulk order and packed order as they relate to other modules. This information includes the item reference type of the production, the reference number and lot, and the reference level. This tab also identifies the identification of the master plan.
Update	Update posting, inventory, scheduling, and quantity information for the bulk order and packed order.
Dimension	View inventory dimensions for the production item.

Buttons

Button	Description
Formula lines	Open the BOM form to update the formula for the item that is produced. You can modify the specified fields as required.
Route	Open the Production route form to update production routes for the item that is produced. You can modify the specified fields as required.
Jobs	Open the Jobs form to obtain an overview of the jobs that are associated with the production. In the Jobs form, the General and Scheduling tabs contain read-only fields that display application-generated information about the production jobs.
Update	Open a sub-menu to update the status of the consolidated batch order. These updates include estimation, operations scheduling, job scheduling, release, start, report as finished, and costing. Updates follow the sequential flow in the life cycle of the consolidated batch order. You can also access the price calculation, the production log, and the reset status functions.
Functions	Open a sub-menu and select one of the following options: Create rework order ─ Open the Create batch form to rework a batch order for a finished formula item. Co-product cost ─ Open the Co-product cost allocation form to enter or view cost allocation information. Add to consolidated batch order ─ Open the Consolidated batch order details form to add a bulk order or packed order to the consolidated batch order. Remove from consolidated batch order ─ Remove a bulk order or packed order from the consolidated batch order. Update consolidated batch order ─ Update information for the selected bulk order or packed order.
Inquiries	Open a sub-menu to inquire about the results of production calculations. For example, price calculation, route transactions, reference list, capacity reservations, net requirements, formula explosions, explosion tree, and production posting.
Journals	Open a sub-menu to view journals that are used to report material and time consumption and report productions as finished. These journals are directly linked to the ledger system. When you post to a journal, you also post to the ledger.
Inventory	Open a sub-menu to view inventory information that is related to production. This information includes the following forms: Transactions, On-hand, Lot, Trace, Reservation, Marking, Registration, Pick, Output orders, Multi dimension on-hand, Consolidated on-hand, Reset shelf life dates, Dimensions display.
Gantt	Use the Gantt chart to view the consolidated batch orders in a graph. The orders are grouped by resources. Note When the scheduling status is set to Operations scheduling on the General tab, the Gantt button is not available.
Co-products	Open the Co-Products-batch form to add and maintain a co-product formula line or a by-product formula line for a batch order.

Fields

Field	Description
Show Remain Status Ended	Select this check box to display consolidated batch orders that have the status of Ended.
Consolidated batch order	The unique identification of the consolidated batch order. When new orders are created, the number is either generated automatically or entered manually.
Product name	The name of the product.
Consolidated quantity	The scheduled production quantity.
BOM unit	The unit of measure that is used with the bill of material for the bulk item of the consolidated order.
Order date	The earliest scheduled date for a packed order that is included in the consolidated batch order.
Time of order	The earliest scheduled time for a packed order that is included in the consolidated batch order.
Delivery date	The requested delivery date or finish date for the production. You can use the delivery date from the operations scheduling or job scheduling when backward scheduling is used. If you perform scheduling and automatic generation of underproductions is defined, the delivery date for underproductions is set to the date when the items are used in the production. The operations for the underproduction are scheduled backward from the delivery date. Note If a production is created directly from a sales order, the delivery is automatically transferred to the Ship date of the order line.
Time	The delivery time.
(Consolidated batch order) Status	The status of the consolidated batch order in the overall production cycle.
(Consolidated batch order) Remain status	The remainder status on the consolidated batch order.
Production	The identification of the batch order for packed products.
Item number	The unique identification of the item that is produced. The item is defined when production is set up. This field cannot be modified.
CW unit	The unit of measure that is used with the catch weight. The value in this field is always expressed as a whole number.
CW quantity	The scheduled production quantity, stated in the catch weight unit.
Quantity	The batch size of the scheduled production quantity.
Yield	The yield percentage of the formula lines.
Rework batch	Select this check box to define the batch order as a rework batch order. You create a rework batch order to reprocess a finished formula item. For example, to enhance its quality or to address a product flaw. You can rework a formula item only if the source batch order is at or beyond the status of Reported as finished.
Co-product variations	If you select this check box, there can be variations in co-products and by-products before you report the batch order as finished. You can add new co-products or by-products, and you can modify the good quantities of any products that are already included. If this check box is not selected, only the co-products and by-products that are defined in the original formula version, and those products that have zero quantities, are available. If you select Co-product variations, when you add an item in the Formula form, it is automatically selected in the Batch order form. You can change the setting in this field by either selecting the check box or clearing it.
Status	The status of the bulk order or packed order in the overall production cycle. The production status is updated when an update or scheduling is run.
Remain status	The remainder status on the bulk order or packed order.
Pool	The production pool that the order is assigned to.
Name	The name of the production. This field is automatically updated when you select Production.
Type	The production types are as follows: Standard ─ The production is created without a specific attachment to an order, another production or vendor, or a planned order. Vendor – The production is produced by a vendor, and the consolidated batch order is attached to another production. You can find a reference to the consolidated batch order through the Reference type and the Reference number fields.
Scheduling status	The scheduling status of the production: Operations scheduling ─ The least detailed production scheduling. Use operations scheduling when you want a rough estimate of the duration of the production process. Note When the scheduling status is Operations scheduling, the Gantt button is not available. Job scheduling– The more detailed production scheduling.
Quality order status	The current status of the quality order that is associated with the batch order. The status values are None, Open quality order, and Closed quality order. Quality orders can be set up to update inventory batch attributes. If a quality order is closed before inventory registration or Report as finished (RAF), the inventory batches are updated by using the attribute values from the quality order. If attribute values already exist for a batch, you are asked whether to continue with the update.
Production group	The production group that the production is associated with. The production group controls the posting of item consumption, items in process, operations resource consumption, and resources in process. Tip If you want to use production groups without any accounting consequences, you should use production pools instead.
Start date	The scheduled start date.
End date	The scheduled end date.
Start time	The scheduled start time for the consolidated batch order.
End time	The scheduled end date for the consolidated batch order.
BOM date	The date when the formula version is found for the packed order.
BOM number	The formula that is used for the consolidated batch order. There can be several versions of a formula item, but only the current version is used.
Reservation	Specify how the formula items are reserved. The options are Automatic and Manual. The initial reservation is made when the consolidated batch order is cost estimated. After the initial reservation, you can modify the setting for each line item. Note If you create a rework consolidated batch order, automatic reservation is not available. You must manually reserve the quantity that is specified in the rework batch order.
Route number	The route that is used when you create a production.
Jobs	Select this check box to generate route jobs for the production.
Check route	Select this check box to validate the route of the batch order.
Property	Select the code for the item characteristics that are defined in the Properties form.
Locked	Select this check box to lock the batch order for rescheduling.
Priority	The priority of the consolidated batch order. The greater the number, the higher the priority.
Ledger	Select how the consolidated order is posted to the ledger. This setting applies to items, work in process, and the costing of the consolidated batch order. The options are as follows: The field can be modified for productions that are not Reported as finished. Item+Resource ─ The posting of item consumption is as specified in the Item group form. The posting of consumption of operations resources is based on the values that are defined in the Resources form and the Resource groups form. Item+Category ─ The posting of item consumption is as specified in the Item group form. The posting of consumption of operations resources is based on the value that is defined in the Cost categories form. Item+Category, Production groups ─ Item consumption and consumption of operations resources are posted based on the value that is defined in the Production groups form. Items in progress (IIP) Items in progress can consist of two sets of accounts. One set is for outbound itemsthat are picked. One set is for inbound items that are reported as finished. When you post an item in process, the following changes occur: The item consumption is credited to the new account in the picking list, and a corresponding debit is made in the offset account of the picking list. The item receipt is debited from the account for reporting-as-finished, and a corresponding credit is made in the offset account for reporting-as-finished. Work in process (WIP) When you post WIP, the consumption of operations resources is credited in the account for WIP issues, and the credit is offset in WIP inventory. When a production is cost accounted, the WIP issue and offset posting are settled and carried over to the cost accounting accounts. The item consumption is credited according to posting settings, and then offset in the account for the finished item. The consumption of operations resources is similarly credited according to the posting settings for issues, and then offset according to posting settings. The posting setup of a production depends on the posting method that is selected. Depending on the method, the account settings are found in the following forms: Resources form, Resource groups form, Production groups form, Cost categories form, and the Item group form. The posting process is illustrated in the following example: For each delivery, posting occurs based on the posting setup. You can post delivered items separately. These are items in process (IIP). The consumption value of the item is the average cost price of the on-hand inventory. If the quantity or value of the on-hand inventory is equal to or less than zero, the consumption is set to the standard cost price that is specified for the item. If it is defined for the item that the standard cost price must always be used, then item consumption is valued at the standard cost price. For more information, see the Fixed receipt price field in the Item model groups form. When consumption of operations resources is registered, WIP is posted based on the posting setup. Material consumption is posted again; see step 1 in this example. Consumption of operations resources is posted again; see step 2 in this example. For each item that is reported as finished, posting occurs based on the posting setup. You can post the value of items that are reported as finished separately. This is also IIP. The value of the item is the standard cost price for the item. See the Fixed receipt price field in the Item model groups form. Another item is reported as finished. Cost accounting occurs. IIP – the picking list is settled. IIP – an item that is reported as finished is settled. The issue is posted and offset in the offset account for issues. WIP is settled. The consumption of operations resources is posted and offset in the offset account for operations resources. The sum of consumption of operations resources and items represents the value of the finished production. The receipt is equal to the sum of the issue and the sum of the consumption of operations resources. In practice, the production does not have to be registered in different accounts. This simplifies the chart of accounts. You can control this by specifying the same account for several purposes. For example, the item group. See the Item group form. After the production has been cost accounted, you can post transactions when you close inventory. See the Closing and adjustment form.
Profit-sharing	Select or view the profit setting that is used to calculate a sales price for the batch order. The price is calculated during estimation and cost accounting.
Total Cost Allocation	Select this check box to calculate the cost allocation dynamically based on the quantity that is reported as finished. Then you do not have to review cost allocations for every batch. For more information, see About the methodology for total cost allocation.
Reference type	The reference type, which is determined based on the purpose of the batch order. If the batch order is created for an order line, the sales order is displayed. If the batch order is created for a purchase or a project, the purchase order or project is displayed. If the batch order is a reference to another batch order, the process is displayed.
Reference number	The number of the sales order, purchase order, or production from which the production is derived. If there are no references, the field is blank. You cannot modify this field.
Reference lot	The numbers of the reference lot and the item lot to which the production belongs. It is not relevant that the item does not physically reach the inventory.
Reference production	If the production is a sub production, this field displays the number of the main production. The level of this production in the production hierarchy is displayed in the Reference level field. If no references exist, the current production number is displayed. If the production is related to another production, the field displays the level of the production relative to the main production. For example, if the level of the main production is 0, the derived productions are at level 1. The productions derived from them are at level 2, and so on. If no references to other productions exist, the value is 0.
Reference level	If the batch order is part of a main batch, the level of the order in the batch hierarchy. This field works together with the Reference production field. When the selected batch is part of a main batch, this field displays the batch level as it relates to the main batch. For example, if the level of the main batch is 0, the derived batches are level 1, and the batches derived from them are level 2. If no references to other batches exist, the value is 0. The references to subordinate levels are estimated. Therefore any change to a batch can affect the other batch references. Subordinate levels indicate derived batches, which mean that their level numbers are greater than that of the current batch.
Master plan	The identification of the master plan.
Number	This field, together with the Master plan field, contains the reference system for the master scheduling proposal. If the production was derived from the Item requirement statistics form, the field will contain the number of the planned order that generated the production. If the field is blank, no reference exists for the planned order. This field cannot be modified.
Original production	The original production on which the current split production is based.
Created date and time	The date and time when the record was created.
CW unit	The unit of measure that is used with the catch weight.
Estimated	The most recent date when the consolidated batch order was estimated.
(Estimated) CW qty	The catch weight quantity that is used as the basis for cost estimation. This quantity can differ from the quantity that was planned, started, or reported as finished.
(Estimated) Quantity	The quantity that is used as the basis for cost estimation. This quantity can differ from the quantity that was planned, started, or reported as finished.
Scheduled	The most recent date when the consolidated batch order was scheduled.
Started	The most recent date when the consolidated batch order was started in production.
Started CW qty	The catch weight quantity at the start of production. The start catch weight quantity is updated automatically with the quantity that is started.
(Started) Quantity	The quantity at the start of production. The start quantity is updated automatically with the quantity that is started.
Reported as finished	The most recent date when the consolidated batch order was reported as finished.
(Reported as finished) CW good qty	The good catch weight quantity that is reported as finished.
(Reported as finished) Quantity	The good quantity that is reported as finished.
Ended	The date when the consolidated batch order status was updated to End.
(Ended) CW good qty	The catch weight quantity at the end of production.
(Ended) Quantity	The quantity at the end of production.
CW unit	The unit of measure that is used with the catch weight.
Lot ID	The number of the lot to which the production is attached. This field cannot be modified.
Dimension No.	The identification of the dimension number of the item. See the Inventory dimensions form.
Report remainder as finished	The quantity of item that remains to be reported as finished.
CW report remainder as finished	The catch weight quantity that remains to be reported as finished.
Direction	The scheduling direction that was last used.
Scheduling date	The scheduling date that was last used.
Scheduling time	The scheduling time that was last used.