Define and activate formula ingredients for batch attribute inheritance

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

You can select ingredients that are used to update the product characteristic or batch attribute information for finished items. If you select an ingredient for which you have specified the same batch attributes in the Product specific form as for the finished item, the Inherit batch attributes to end item check box is available in the Formula line form. If the formula version contains co-products, the Inherit batch attributes to co-product check box is available in the Formula line form.

You can select all the batch attribute ingredients for which the batch attributes are updated for the finished items. If multiple ingredients are associated with the same batch attribute, you can select only one ingredient to update for the finished items.

You can select batch attributes from each ingredient to update batch attribute information for the finished items. If multiple ingredients have different batch attributes, you can select the batch attributes to apply and activate the batch attribute transfer. However, if there is an ingredient that has the same batch attributes as another ingredient, you cannot activate the batch attribute transfer.

You can approve and activate the formula version after you select all the active batch attributes.

After you define and activate batch attributes in the formula ingredients, you can create batch orders and process the finished item and any related co-products. After you run the report as finished process, the active batch attributes are updated in the inventory batches for the finished item and related co-products.

Configure formula ingredients for batch attribute inheritance

Use this procedure to select the ingredients that are used to update the product characteristic or batch attribute information for finished items.

1. Click Product information management > Common > Released products.

2. Select a released product, and then click Edit, or on the Action Pane, click Product to create a released product. For more information, see Key tasks: Define products.

3. In the Released product details form, on the Action Pane, on the Product tab, click Dimension group.

4. In the Storage dimension group and Tracking dimension group fields, select a storage dimension group and tracking dimension group for the item, and then click OK.

5. Click the Engineer FastTab, and then in the Production type field, select either Formula or Planning item.

6. On the Action Pane, click the Engineer tab, and then in the Formula group, click Lines.

   Note

   The Lines button is available only if Formula or Planning item is selected in the Production type field on the Engineer FastTab for the released product.

7. In the Formula line form, click New to create a formula.

8. In the Formula field, select the identification code of a formula. For more information, see Create a formula and formula version

9. In the lower pane, click New to add an ingredient.

10. In the Item number field, select the identification code of an item for which you have assigned batch attributes. For more information, see Add a batch attribute to an item and Add a batch attribute group to an item.

11. Click the Setup tab, and then select the Inherit batch attributes to end item check box to indicate that the batch attributes of the ingredient are inherited by the finished item.

    Note

    This check box is available if you select an item for which batch attributes are already set up in the Product specific form.

12. Select the Inherit batch attributes to co-product check box to indicate that the batch attributes of the co-product are inherited by the finished item.

    Note

    This check box is available if you select a formula version that contains co-products in the Formula field.

Activate formula ingredients for batch attribute inheritance

Use this procedure to select the batch attribute of the ingredients that are updated for finished items.

1. Click Product information management > Common > Released products.

2. Select the released product for which you have created a formula line with ingredients that have batch attributes. For more information, see Configure formula ingredients for batch attribute inheritance

3. In the Released product details form, on the Action Pane, click the Engineer tab, and then in the Formula group, click Lines.

4. In the lower pane, click Batch attribute selection to open the Batch attribute selection form. The batch attributes for all the ingredients for which the Inherit batch attributes to end item or Inherit batch attributes to co-product check box is selected are available.

5. Select the Active check box to activate a batch attribute of an ingredient.

   Note

   You cannot select the Active check box for the same batch attribute more than one time.

6. Close the form.

7. In the Formula line form, click Approve, and then click OK to approve the formula version.

8. Click Activation, and then click OK to activate the formula version.

Review formula ingredients for batch attribute inheritance

You can review the formula ingredients and batch attributes that are associated with a released product in the Batch attribute selection form. You can activate and deactivate batch attributes.

See also

Formula line (form)

(PM) Released product details (form)

(PM) Batch attribute selection (form)