Kanban board for process jobs (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 > Common > Lean manufacturing > Kanban board for process jobs.

Use this form to view an overview of, and register feedback for, the process jobs and the related transfer jobs that are assigned to a specific work cell. The form is interactive and is customized for personnel on the shop floor. You can select one or more jobs in the form, and then make selections on the Action Pane to complete various tasks.

The first time that you open the form, you must select a work cell in the Work cell form. To display the kanban jobs for a different work cell, click Change cell, which is located below the Action Pane in the upper-right corner of the form.

The Kanban board for process jobs form has the following sections:

The Action Pane
- Complete tasks by using a mouse or a keyboard.
- In the Set scan mode group, configure the board so that a bar code reader can be used to register information for the selected jobs.
The Kanban production board section
- The list of process jobs
- The job details
- FastTabs

Each process job is represented in the form by the symbol of a kanban. The symbol displays the color that is configured for the lean schedule group. For more information, see Lean schedule groups (form).

Many of the fields in the form provide links. Click a link to open a form that displays information for the selected object in Microsoft Dynamics AX.

Navigating the form

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

Pick actions

Use the following picking activities to manage the material flow of the selected jobs:

Replenish supermarkets.
Prepare handling units.
Pick material for kanbans or production orders.
Move partially finished products to the next work cell or supermarket.
Put away finished products.

Action button	Description
Prepare	Prepare the selected jobs for production. The material is picked. A handling unit is assigned. A kanban card is assigned.
Empty	Register the handling unit that is assigned to the job as empty. The output from the job is consumed for locations that have the Kanban supermarket type. Circulating cards are unassigned.
Update picking list	Open the Pick form, where you can register the actual picking quantities, and the storage dimensions and tracking dimensions that are used for one or more picking lines.
Start transfer	For the job that is selected on the Transfer jobs FastTab, change the status that is registered from Not planned to In progress.
Complete transfer	For the job that is selected on the Transfer jobs FastTab, change the status that is registered from Not planned or In progress to Completed. When a job is completed, it is no longer displayed in the job list.
Set scan mode group	Select the scan mode to use for a bar code reader. You can register the following changes of status by scanning a kanban card ID: Prepare – Prepare jobs for production. Empty – Register the handling units as empty. Select kanban – Select kanbans in the job list. Start transfer – Change the status that is registered for the job from Not planned to In progress. Complete transfer – Change the status that is registered for the job from Not planned or In progress to Completed.
Create event kanbans	For event kanbans, process the pegging events for the selected jobs. If kanban rules are configured for kanban line events to supply material that is required for the selected jobs, additional event kanbans are created.
Pegging tree supply status	For event kanbans or kanbans that have multiple activities, verify the projected availability for the jobs that are pegged to the kanbans. The due date for pegged kanban jobs that have a status of Planned must be equal to or later than the end date of the planned period. The due date for pegged kanban jobs that have any status other than Planned must be equal to or later than the current date. If this verification fails, a warning icon is displayed for the job.
Pegging tree overview	For kanban jobs that have pegged event kanbans, open the Pegging tree overview form, where you can view a pegging tree for the kanban job. For more information, see Pegging tree overview (form).
Pick list	Print a copy of the picking list. The picking list provides a summary of the picking lines for all the kanban jobs that are selected in the list of process jobs.
Kanban	Print a copy of the kanban card.

Manufacture actions

Use the following actions to register feedback for the selected jobs.

Action button	Description
Start	Change the status that is registered for the job from Planned or Prepared to In progress.
Complete	Register the status of the job as Completed by using the actual job quantity and the default tracking dimensions. A job that is completed is no longer displayed in the job list.
Complete (details)	Open the Complete job and enter details form, where you can register detailed feedback for the selected jobs. For more information, see Complete job and enter details (form).
Update registration	Open the Registration form, where you can register detailed inventory receipts to adjust the storage dimensions and tracking dimensions.
Set scan mode group	Select the scan mode to use for a bar code reader. You can register the following changes of status by scanning a kanban card ID: Start – Change the status that is registered for the job from Planned or Prepared to In progress. Complete – Register the status of the job as Completed by using the actual job quantity and the default tracking dimensions. Select kanban – Select kanbans in the job list.
Kanban	Print a copy of the kanban card.

View actions

Use the following actions to update or modify the information that is displayed in the form.

Action button	Description
Refresh (F5)	Update the information that is displayed in the form.
Refresh cycle	Open the Refresh cycle form, where you can configure the kanban board to periodically update the information that is displayed. For more information, see Refresh cycle (form).
Job details	Open the Job list - limit display form, where you can you can modify the constraints on job statuses that are used to filter the list of process jobs. For more information, see Job list - limit display (form).
Process job list	Open the Dimensions display form, where you can select the product dimensions and storage dimensions that are displayed in the list of process jobs.
Picking list and pegging	Open the Dimensions display form, where you can select the product dimensions and storage dimensions that are displayed on the Picking list tab and the Pegging tab.
Transfer job list	Open the Dimensions display form, where you can select the product dimensions and storage dimensions that are displayed in the list of transfer jobs.

The list of process jobs

The job list displays the process jobs that are assigned to a work cell. These jobs are filtered by the constraints on job statuses that are defined in the Job list - limit display form. The jobs are listed in the order in which they appear in the current schedule. When you select a job in the job list, the information that is displayed on the FastTabs is updated.

Field	Description
Card number	The kanban card that is assigned to the job.
Item number	The finished item that is produced by the job.
Job quantity	The quantity of product that is supplied by the job.
Activity name	The name of the activity that the job is based on.
Destination	The inventory location where the item is stored when the job is completed.
Job status	The current status of the job.
Planned period	The period in which the job is currently scheduled for production. By default, if the job is overdue, the date is displayed in red.
Schedule group	The lean schedule group that applies to the job. The schedule group is determined when the job is created, and is based on the item and the work cell of the job. For more information, see Lean schedule groups (form).

The job details

Tab	Description
Details	View the reference information for the job.
Production instructions	View the instructions, or information that describes the product or the production process for the job. The instructions can be in a document or in a graphic.
Picking list	View the material that is required for the selected jobs. The current availability of the material is also indicated.
Pegging	View the event kanban jobs that are pegged to the selected jobs.

The following table describes the fields on the Picking list tab.

Field	Description
Quantity	The quantity of the item to pick.
Unit	The unit of measure for the item.
Supply status	The availability of material for the picking line, based on the item pegging.
Item pegging	The source of supply that is pegged to the picking line. The following values are used: Inventory – The items are supplied from inventory. Kanban – The items are supplied from a work cell, warehouse, or supermarket by using a kanban. Output order – The items are supplied from inventory by using an output order.

The following table describes the fields on the Pegging tab.

Field	Description
Activity	The name of the activity that the pegged kanban refers to.
Pegged quantity	The item quantity that is pegged to the event kanban for the kanban line.
Good quantity	Of the product that is produced, the quantity that complies with quality standards.
Handling unit status	The status of the handling unit for the pegged kanban job.
Due date/time	The date and time when the pegged kanban is due.

Registration

Use this FastTab when you use a bar code reader to register the status of a job.

Field	Description
Kanban card number	The kanban card that you register job status for.

Indicator of cycle time performance

You can view an indication of the performance pace of a work cell. Performance is measured by comparing the actual average cycle time that is calculated for the activity to the minimum and maximum cycle times that are calculated for the activity. The minimum and maximum cycle times are calculated based on the takt time that the version of the production flow requires and on the ratios for cycle time of the activity relations.

Colors are used to enhance the usability of the performance indicator. The black bar indicates the actual cycle time of the activity.

On takt – When the black bar is located in the green shaded area of the indicator, the actual cycle time is on pace, based on the minimum and maximum takt times that are defined.
Speed up – When the black bar is located in the red shaded area to the right of the indicator, the actual cycle time is equal to or more than the maximum takt time that is defined. Therefore, the pace of the work cell is slower than the criteria that are defined.
Slow down – When the black bar is located in the red shaded area to the left of the indicator, the actual cycle time is equal to or less than the minimum takt time that is defined. Therefore, the pace of the work cell is faster than the criteria that are defined.

Note

The performance indicator is active only for work cells that process a single activity for a single production flow.

Messages

You can view the messages that Microsoft Dynamics AX generates when you use the Kanban board for process jobs form. The messages may contain information or warnings, or they may indicate errors. The messages are deleted when you close the form.

Transfer jobs

You can view the active transfer jobs that are scheduled either to replenish a work cell or to move output from a work cell. Select one or more jobs, and then apply the actions on the Pick tab of the Action Pane. You can display additional fields for product dimensions and storage dimensions in the list of transfer jobs. On the Action Pane, on the View tab, in the Dimensions display group, click Transfer job list.

Field	Description
Item number	The item that is transferred. The item may have product dimensions.
Card number	The kanban card that is assigned to the kanban for the job.
Job quantity	The quantity of product that is transferred.
Source	The inventory location that the job is transferred from.
Destination	The inventory location that the job is transferred to.
Job status	The status of the job.

Overview of kanban quantities

You can view an overview of all the active kanbans and the corresponding jobs that are assigned to a selected work cell. The overview indicates the current on-hand inventory in supermarkets, the work that is in progress, and the jobs that are planned and not planned. For all active kanban rules, the Kanban quantity overview - finished goods FastTab displays the jobs for products that are supplied by the work cell. By contrast, the Kanban quantity overview - material FastTab displays the jobs that supply the material that is consumed by the work cell. The information in the overview is organized and displayed as follows:

The jobs are displayed in order of descending status. Jobs that have a status of Completed are displayed first. Alert symbols are displayed for jobs that are overdue.
Right-click a job to display additional reference information about the job.
Background colors are used to indicate the following conditions:
- Green – The kanban quantity meets the level that is defined by the minimum alert quantity and the maximum alert quantity of the kanban rule.
- Red – The kanban quantity is less than the minimum alert quantity of the kanban rule or more than the maximum alert quantity.

Button	Description
Plan	If you select a job that is not planned, add a kanban to the list of kanban jobs. The job is planned for an available period, based on the due date of the job and the value of the Capacity shortage reaction field that is configured for the production flow model. For more information, see Production flow model (form). Jobs do not appear in the job list until they are planned.
Cancel	Change the status of the selected job to Not planned.
Revert job status	Open the Revert kanban job status form, where you can change the status that is registered for one or more jobs. For more information, see Revert kanban job status (form).
Prioritize	Prioritize the selected job. A Priority icon indicates that the job has priority over other jobs.
Pegging tree supply status	For kanban jobs that depend on event kanbans or kanbans that have multiple activities, verify the projected availability of the pegged kanbans. The due date for pegged kanban jobs that have a status of Planned must be equal to or later than the ending date of the planned period. The due date for pegged kanban jobs that have any status other than Planned must be equal to or later than the current date. If this verification fails, a warning icon is displayed for the job.
Use alternative kanban rule	For event kanbans or scheduled kanbans, open the Use alternative kanban rule wizard, where you can assign a different kanban rule to the kanban that is referenced by the selected jobs. You can use the Use alternative kanban rule wizard to reschedule the jobs of a kanban so that they are completed by a different work cell or by a subcontractor. For more information, see Use alternative kanban rule (form).
Create event kanbans	Process pegging events for the selected jobs. If kanban rules are configured for kanban line events to supply material that is required for the selected jobs, additional event kanbans are created.
Kanban	Print the kanban cards for the selected kanban jobs.
View pegging tree	Open the Pegging tree overview form, where you can view a pegging tree for the referenced kanban. For more information, see Pegging tree overview (form).

Field	Description
Product	The product selection that can be supplied by the kanban rule.
Jobs	The jobs that are active for the referenced kanban rule.

Job icon legend

You can view the various icons that are used on the kanban board. The icons improve the usability of the kanban board by indicating either the current status of a specific job or the status of the handling unit that is referenced by a job.