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Resource groups (operations resources)(form) [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

Click Organization administration > Common > Resources > Resource groups.

Use this form to create resource groups. Use the groups to organize and manage resources for production.

When you assign an operations resource to a resource group this enables the resource to be scheduled at the site where the resource group is located. The resource group defines the site, production unit and warehouse context for resources that are assigned to the group. Therefore, resource groups typically represent the physical locations of resources on the production shop floor.

You can reassign resources to another resource group on the Resources tab.

NoteNote

A resource can only be assigned to one resource group. You can change individual resources at any time. These changes do not affect the attributes of the resource group.

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

Tab

Description

Resource group

Create new resource groups, edit and delete existing resource groups and gain an overview of the capacity load and routes and operations of a resource group.

TipTip

Maximize this form to view all function buttons available on the Resource group Action Pane tab.

Button

Description

Resource group

Create a new resource group.

Bulk edit

Change a value in a field for selected resource group.

Group calendar deviations

View or change variances in the calendar for the resources that are assigned to the selected resource group.

Calendar deviations

View or change variances in the working time calendar.

Printer settings

Edit the printer settings.

Delete

Delete the selected resource group.

Capability map

View detailed information about the capabilities of the selected resource. For more information, see Capability map (form).

Gantt chart

Display the Gantt chart.

Route transactions

Display a list of posted route transactions.

Capacity load

Display a capacity list, totaled by day.

Capacity load, graphically

Display a graphical view of the capacity load.

Capacity reservations

Display the capacity reservations for the selected resource group.

Operations

Show all route operations that this resource group may be scheduled for.

Routes

Show all routes that this resource group has been reserved for.

Lean schedule groups

Create or update lean schedule groups that are assigned to the selected work cell.

Action Pane fields

Fields

Descriptions

Resource

The unique identifier of the resource group.

Description

The description of the resource group.

Site

The site of the resource group. You must specify a site for the resource group.

General

View or edit general information for the selected resource group. This includes the following:

  • Specify the site and production unit.

  • Set up the input and output warehouses and locations.

  • Define scheduling and capacity parameters.

Operation

View or edit scrap percentages and Cost category information for the selected resource group.

Ledger

View and edit ledger accounts for work in process (WIP) and cost administration.

Financial dimensions

Set up financial dimensions for the selected resource group and also gain an overview of where the dimension is used.

Calendars

View and edit calendars assigned to the selected resource group. You can also set the expiration and start dates for the assigned calendars. The resource group can only be assigned to one calendar.

Resources

View and edit resources that have been assigned to the selected resource group. You can set the dates when the resource is available in the resource group for operations scheduling and also define input and output warehouses and locations for the specific resource and assign a working calendar.

Work cell capacity

View and modify the settings for work cell capacity for the selected resource group.

Fields in this table appear in the order that they appear in their respective FastTabs. Field documentation begins with the General FastTab and concludes with the Work cell capacity FastTab.

Fields

Descriptions

Production unit

Select the production unit the resource group is a member of. All resources that are a member of the resource group will also be a member of the resource group’s production unit.

Work cell

Select this check box to define the current resource group as a work cell. The work cell can execute process kanban jobs during the time period that is defined on the Work cell capacity tab.

When you select this check box, you must also complete the fields in the Locations field group.

NoteNote

When a resource group is selected as a work cell, the resource group and resources assigned to the group cannot be scheduled by using master planning.

Input warehouse

Select the warehouse to use for production input for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Input location

Select the location in the input warehouse to use for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Output warehouse

Select the warehouse to use for production output for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Output location

Select the location in the output warehouse to use for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Operations scheduling percentage

Maximum percentage of daily capacity to be operations-scheduled per production.

Finite capacity

Specify if the work center operates with limited capacity.

Bottleneck resource

Select to define the current work center group as a bottleneck resource.

A bottleneck resource is scheduled by using finite capacity when the Finite capacity field and the Bottleneck resource field on the Master plans form are selected.

Capacity unit

Unit the capacity is measured in.

Capacity

Capacity per hour in capacity unit.

Batch capacity

Maximum percentage of daily capacity to be operations-scheduled per production.

Fields

Descriptions

Scrap percentage

Proposed value for scrap of jobs that are processed for the group.

Setup category

The cost category proposal for setup time.

Run time category

The cost category for process time.

Quantity category

The cost category for quantity.

Fields

Descriptions

WIP issue

Select the issue account for work in process.

WIP account

Select the receipt account for work in process.

Issue

Select the account that is used to credit work in process for costing.

Offset account

Select the account that is used to debit work in process for costing.

Fields

Descriptions

Cost center

Specify a cost center dimension.

Department

Specify a department dimension.

Expense purpose

Specify a purpose dimension.

Buttons

Descriptions

Add

Assign a calendar to the selected resource group.

Remove

Cancel the calendar assignment for the selected resource group. You can only remove one resource at a time.

Edit

Edit the current assignment. If the selected assignment is active, it is stopped and an editable copy of the assignment is created. The new assignment is given the current date as the effective date.

View

Choose whether to only assignments that are currently active, or all assignments. All assignments will include those that are expired or that are not yet active.

Fields

Descriptions

Calendar

Select the working time calendar that will be used for scheduling for the resource group.

Expiration

The expiration date for the selected calendar in the resource group.

Buttons

Descriptions

Add

Assign a resource to the selected resource group.

Remove

Cancel the resource assignment for the selected resource group. You can only remove one resource at a time.

Edit

Edit the current assignment. If the selected assignment is active, it is stopped and an editable copy of the assignment is created. The new assignment is given the current date as the effective date.

View

Choose whether to only assignments that are currently active, or all assignments. All assignments will include those that are expired or that are not yet active.

Calendar

View the regular work times specified for the specified resource, or any deviations from the regular work time.

Dispatching

Display information about the jobs, routes, and the reschedule processing sequence for the selected resource.

Working times

Create or update working times for the selected resource.

Fields

Descriptions

Resource

Unique identification of the resource assigned to the resource group.

Description

The description of the resource assigned to the resource group.

Expiration

The expiration date for the selected resource in the resource group. You cannot schedule a resource for production if the expiration date has been exceeded.

Calendar

Specify the calendar that will be used by the resource assigned to the resource group.

NoteNote

A calendar specified for a resource will override a calendar specified for the resource group.

Input warehouse

Select the warehouse to use for production input for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Input location

Select the location in the input warehouse to use for the assigned resource.

NoteNote

The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group.

Fields

Descriptions

Production flow model

Select the production flow model that you want to assign to the work cell. The production flow model defines the capacity settings for the work cell.

Model type

The method that is defined to measure work cell capacity for the selected production flow model.

Capacity period

If the throughput Model type is used, select the period during which the throughput is measured. The options are:

  • Standard workday – The capacity is equivalent to the quantity that is produced in a standard workday.

  • Week – The capacity is equivalent to the quantity that is produced in a week.

  • Month – The capacity is equivalent to the quantity that is produced in a month.

Average throughput quantity

If the throughput Model type is used, enter the quantity that is produced in the work cell during the selected Capacity period.

Unit

If the throughput Model type is used, enter the unit of measure that is used with the Average throughput quantity.

Effective

Select the start date when the selected calendar can be used to schedule production for the work cell.

Expiration

Select the expiration date for the selected calendar in the work cell.


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