Set up operations scheduling (form) [AX 2012]

Updated: December 27, 2011

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 > Periodic > Scheduling > Operations scheduling. Click the Default values button.

Use this form to set up standard values for operations scheduling, which is used for long-term scheduling of capacity. Because the values in this form are used to run a new schedule, they should contain the parameters you that you use most often.

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

Field

Description

Scheduling direction

Specify the scheduling direction for the production order. The following options are available:

  • Forward from today - Schedule forward from the current date. The current date is the system date.

  • Forward from planned start - Schedule forward from an earlier starting date. If there is no previous scheduling, the scheduling direction is forward from today.

  • Forward from scheduling date - Schedule forward from the date specified in the Scheduling date field. If you do not specify a scheduling date, the scheduling direction is forward from the current date.

  • Backward from delivery date - Schedule backward from the delivery date specified for the production order. If you choose this scheduling direction, and no delivery date is specified, the delivery date is the current system date.

  • Backward from planned end - Schedule backward from a previously calculated ending date. If there is no previous scheduling, the ending date is the current system date.

  • Backward from scheduling date - Schedule backward from the date specified in the Scheduling date field. If a scheduling date is not specified, the current system date is used. Backward from action scheduling date is calculated for the production order the last time a requirement was calculated. If no action date is specified for the production order, the current system date is used.

  • Backward from futures date - Schedule backward from the futures date that was calculated for the production order the last time a requirement was calculated. If no futures date is specified for the production order, the futures date the current system date is used.

  • As last scheduling - In connection with operations scheduling and job scheduling, the selected scheduling direction and date are saved. Therefore, you can select this option for subsequent schedulings. If there is no previous scheduling of the production order, then scheduling is backward from the current system date.

  • Forward from tomorrow - Schedule forward from the current date, plus one day. The current date is the system date.

  • Forward from previous job - This function is only relevant in job scheduling. If you select this scheduling direction for operations scheduling, the production order is scheduled forward from the current system date. In job scheduling, scheduling is established for one job, and all other jobs for the production are scheduled accordingly.

  • Backward from previous job - This function is only relevant in job scheduling. If you select this scheduling direction for operations scheduling, planned orders will be scheduled backwards from the current date. Job scheduling is based on a specific job, and all other jobs for the production are scheduled according to that job.

Scheduling date

The date used for the Forward from scheduling date and Backward from scheduling date scheduling directions. Scheduling is backward or forward from this date. For more information, see Scheduling direction.

Cancel queue time

Select this check box to exclude queue time from the scheduling.

Cancel setup

Select this check box to exclude setup time from the scheduling.

Cancel process

Select this check box to exclude run time from the schduling.

Cancel overlap

Select this check box to exclude overlap time from the scheduling.

Cancel transport

Select this check box to exclude transit time from the scheduling.

Schedule references

Select this check box if you want to schedule reference or subproductions based on the main production.

In relation to the main production, overlying productions are scheduled forward, and the underlying productions are scheduled backward. Production order references can be viewed in the Reference level field in the Production orders form.

Synchronize references

Select this check box if you want to schedule reference productions based on the selected production's starting and ending times. You can only select this check box only if the Schedule references check box is also selected.

Finite capacity

Select this check box if you want scheduling to consider capacity limitations.

Finite material

Select this check box if you want materials to be considered limited during scheduling. If the materials are limited, the material's coverage for that time will be considered. In other words, scheduling considers the futures dates that are calculated for the items. Scheduling reserves raw materials and explodes the current production. If scheduling occurs several times, only the first scheduling will run an explosion and make reservations. If you make changes in the production BOM or route, the next scheduling will run an explosion. The explosion assumes that the materials are needed the same day. Because the production is not scheduled at the time of the master schedule explosion, the current date is the best estimate of when the items will be available. The explosion then checks whether the items are available. If the items are available, fulfilling the production requirement is possible. If the items are not available by the current date, a planned order will be generated and an offset selection made for the planned order. If automatic-firming is set for the planned order, the planned order will be firmed automatically for purchase or production. The production status will automatically change to the status specified in the Requested production status field in the Coverage groups dialog box. If the check box is cleared, the materials are always considered as available. Therefore, scheduling does not consider whether the materials are available at the time of requirement.

Keep production unit

During operations scheduling, only resources that are assigned to the selected production unit are used.

Keep warehouse from resource

During operations scheduling, only resources that are assigned to the selected input warehouse are used.

Button

Description

Insert all

Apply new default values from this form to the appropriate fields in the Operations scheduling form before you run operation scheduling.

User default

Set the values in this form as the default values for all users.


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