Routes (form) [AX 2012]

Updated: March 30, 2011

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

Click Product information management > Common > Released products. Select the product that was released. Click the Engineer tab, and then click Route.

Use this form to view which of the operations and relations that are associated with the route are copied to the production order. The upper pane shows a list of the route versions that are assigned to the item number. When you select a route version in the upper pane, the lower pane displays information about the route.

NoteNote

Route versions can be deactivated by using the BOM versions configuration key. Route versions that have been deactivated are not displayed in this form.

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

Tab

Description

Overview tab

View the list of routes for the selected route version.

General tab

View general information about the route.

Setup tab

View setup information for the route.

Times

Define times for the queue, setup, operation, and so on.

Resource requirements

View and modify the resource requirements for the operation.

Description

Enter a description of the operation that is performed on the route.

Button

Description

Create route

Create a new route.

Copy route

Copy data about one route to another route. A form opens, where you can specify the source, destination, and copy method. You can also specify how relations are handled.

Update route

Update the information about the selected route version.

Approve

Approve the current route version. Approval is required before the route can be activated.

Activation

Activate the route version. Approval is required before the route can be activated.

Route feasibility

Verify that the applicable resources are available, and that they can fulfill the requirements for operations in the route version on a given date.

Copy and edit relation

Copy the relation on the line to a specified line, and modify the values on the relation line.

Example

A given relation is valid for all routes and all items. To make a relation for a specific route version and a specific item, click Copy and edit relation. The item code and route code change to table and route. Changes that you make are valid only for this item using this specific route version.

Delete relation

Delete relations for the selected operation.

Applicable resources

View a list of resources that can fulfill the resource requirements for the selected operation on a given date.

Maintain resource requirements

Use a wizard to update resource requirements for routes and operations that match specified criteria.

Field

Description

Name

The descriptive name of the route version. You specify this name when you create route versions. You can modify the name as needed.

Configuration

Select an item configuration to specify an item with specific attributes.

Size

Specify the size of the item.

Site

Select the site for the route version.

From date

The date from which the route version is valid. This field is used to manage multiple route versions.

To date

The last date for which the route version is valid.

From qty.

Enter the minimum quantity that this route version is valid for. When orders are generated, Microsoft Dynamics AX selects a route version that is based on the minimum quantity and other criteria that you specify. If you leave the field blank, this route version is valid for all quantities.

NoteNote

Route scrap is not considered when a route version is selected.

Active

Select to activate the route version.

Approved by

The person who approved the current route version. Click Approve to open the Approve version form.

Approved

A selected check box indicates that the current route version is approved. A route version must be approved before it can be opened and used.

Oper. No.

Define the operation number. The operation number is an alphanumeric string of up to 10 characters. The operation number defines the order that the production follows. When you create a new production route, 10 is suggested as the first operation number. The numbers for successive operations are suggested in increments of 10. You can change the operation numbers manually. If you want to create simultaneous operations, the operations must have the same operation number. You create simultaneous operations when several resources, such as a machine and a tool, are used at the same time.

The relationship between simultaneous operations is defined in the Priority field. The next operation that is run is defined in the Next field. If the operation is the last operation, the Next field is set to 0 (zero).

Priority

Select the priority. The priority controls the order in which operations are performed when two or more operations require the same resources at the same time.

You can allow for this by giving the same operation number to all operations that are run at the same time. The priority determines which of the simultaneous operations is primary. One of the simultaneous operations may load a resource that is the bottleneck for those operations. We recommend that you assign primary priority to this operation. Individual routes and productions determine which resources form the bottleneck. A resource that is a bottleneck on one route, and that is therefore a primary resource for simultaneous operations on that route, can be a secondary resource on another route. The times from the primary operation are used to schedule secondary operations. Therefore, you do not have to specify times for secondary operations. If there are no parallel operations for an operation, the operation is assigned primary priority.

Operation

The operation that uses the operation or the related resource in the production route. You can use this field to specify a unique identifier for the operation. You can select the operation from the list that displays all available operations.

You can also enter the operation manually. The system verifies that the operation has been created. Operation assignments for routes are maintained by using the Relations form.

NoteNote

An operation cannot be included in a route more than one time. Operations are maintained by using the Operations form.

Run time

The time that is required to produce the process quantity that is defined in Process qty. field. The estimate includes the process time for the operation. The time is scheduled by the calendar of the defined and is included in the capacity loading of the resource when the production order is scheduled.

NoteNote

The value of Run time must be more than 0 (zero). If you do not enter a recalculation factor in the Hours/time field, the run time is defined in hundredths of an hour. If you enter a conversion factor in the Hours/time field, the run time is then displayed in centihours. Centihours are hour values that have two decimal places. If you enter a value in the Hours/time field, this value is used. The process quantity must be positive.

For a description of the conversion to time formats other than centihours, see the description of the Hours/time field. The time is scheduled according to the Route groups form for the operation.

The time is calculated by using the following formula: Run time * (Load / 100) * (1 + Accumulated) * Quantity / Process qty.. If you select Capacity in the Formula field, the value of the Run time field is always set to 1. The value of the Process qty. field is calculated by using the value of the Factor field and the number of capacity units that are specified for the current resource in the Capacity field.

Process qty.

The quantity of items that can be produced during the defined process time. The value of the Process qty. field is always more than 0 (zero). If you select Capacity in the Formula field, the value of the Run time field is set to 1. The value is calculated by using the value of the Factor field and the number of capacity units that are specified for the resource in the Capacity field.

Next

The next operation number in the route network. This field indicates the operation that follows the current operation. The last operation in the route is defined as 0 (zero).

Route group

Specify the route group that controls the operation. Route groups control calculation, scheduling, job management, and reporting for operations are handled. For more information, see the Route groups form. During setup, this field is populated with the value of the Route group field for the operation that is being referred to. However, you can change the value in this field. For more information about the operation that is referred to, see the Operations form.

Item code

Select a code for the operation's item association. The following options are available:

  • Table – The operation can be used only for a specific item number.

  • Group – The operation can be used only in a specific item group.

  • All – The operation can be used for all items.

Route code

The operation's association with the route. The following options are available:

  • Route number – The operation can be used only for a specified route.

  • All – The operation can be used for all routes.

Process job ID

The process that is attached to this registration.

Set up job ID

The setup job that is attached to this registration.

Link type

Select the type of link to the next job.

For more information, see Jobs (form).

NoteNote

In master scheduling, the route link type is not inherited from this field and is always Soft.

Property

Specify the property that is needed for the operation at a specific resource.

You can define properties in the Properties form.

Quantity

The number of resources that are required for the route. During setup, this shows the value for the operation that is referred to. However, you can change the value in this field. For more information about the operation that is referred to, see the Operations form.

Example

An operation requires resources from a resource group that consists of five resources. The process time for the operation is three hours, and the value in the Quantity field is 2. For operation scheduling, six hours are reserved for the resource group. For job scheduling, three hours are reserved for two different resources.

Load

Specify, as a percentage, the maximum capacity that is assigned to the resource for the operation.

Route type

Select Supplier if the operation is performed by an external resource. Select Standard if the operation is performed by an internal resource. During setup, this field is populated with the value of the Route type route transaction type for the operation that is referred to. However, you can change the value in this field. For more information about the operation that is referred to, see the Operations form.

Route level

The route level of the operation. The route level is calculated by the system and is used to create and maintain the production route. An operation that has a route level of 0 (zero) is the last operation on the route. An operation that has a route level of 2 is the operation before an operation that has a route level of 1, and so on. If you work with route networks, several operations can have the same route level. Simultaneous operations can also have the same route level.

Accumulated

The accumulated scrap percentage for the operation.

Formula

The method that is used to calculate consumption for the line.

Scrap percentage

The scrap percentage for the operation. The scrap percentage defines the expected overuse for the operation. This field must contain a positive value. Overuse is included both in the estimate of material consumption and in the resource consumption for the current operation.

Factor

If a formula for the calculation of material consumption is defined for the finished product, you can enter the factor that is used in the formula.

Costing resource

Select the costing resource. You can either insert the default time and cost values from the selected resource or enter the values individually.

Setup category

The setup category for the operation in the route. The cost amount is calculated as follows: (setup time) * (the rate for setup time based on the setup time defined in the Operation field) * (the rate for setup time specified for the setup type).

Run time category

The run time category for the operation. The cost amount is calculated as follows: (process time that is set for the route) * (the scrap percentage for the route) * (the rate for operator time).

Quantity category

Specify the cost category for the quantity. You use the cost category to specify a quantity-dependent cost for the operation. For more information about cost categories, see Cost categories (form). During setup, this field is populated with the value of the Quantity category field for the operation that is referred to. However, you can change the value in this field. For more information about the operation that is referred to, see the Operations form.

Queue time before

The waiting time for the operation. The value of the Queue time before field is always positive. This time is scheduled according to the Gregorian calendar and can be used with subcontractor work.

Setup time

The fixed time that is used to clear a resource. The setup time is scheduled based on the calendar of the defined resource. The setup time is not dependent on the production quantity. Similarly, capacity loading of the resource time is used for scheduling the appropriate resources.

Run time

The time that is required to produce the quantity that is defined in the Process qty. field. The process time for the operation is included in the estimate. The time is scheduled based on the calendar of the specified resource and is included in the capacity loading of the resource when the production order is scheduled. The process time must be more than 0 (zero). If you do not enter a recalculation factor in the Hours/time field, the run time is defined in hundredths of an hour. If you enter a conversion factor in the Hours/time field, the run time is displayed in centihours. Centihours are hour values that have two decimal places. If you enter a value in the Hours/time field, this value is used. The value of the Process qty. field must be positive.

For a description of the conversion to time formats other than centihours, see the description of the Hours/time field. The time is scheduled according to the Route groups form for the operation. The time is calculated by using the following formula: Run time * (Load / 100) * (1 + Accumulated) * Quantity / Process qty.. If you select Capacity in the Formula field, the value of the Run time field is always set to 1. The value of the Process qty. field is calculated by using the factor and the number of capacity units that are specified for the current resource in the Capacity field.

Process qty.

The quantity of items that can be produced during the defined period. The value of the Process qty. field is always more than 0 (zero). If you select Capacity in the Formula field, the value of the Run time field is set to 1. The value of the Process qty. field is calculated by using the value of the Factor field and the number of capacity units that are specified for the current resource in the Capacity field.

Transit time

The time that is required to transfer the items to the next location. The transit time is scheduled based on the calendar of the defined resource. No capacity loading is performed for the resource during scheduling.

Queue time after

The waiting time for the operation. This time is scheduled according to the Gregorian calendar and can be used with subcontractor work.

Hours/time

The conversion factor for the times that are defined in the route. The conversion converts hours to hundredths of an hour.

Transfer batch

The quantity that can be moved between sequential resources.

Requirement type

Select the requirement type. The following options are available:

  • Resource type

  • Resource

  • Resource group

  • Capability

If you are using the Human resources module, the following additional options are available:

  1. Skill

  2. Course

  3. Certificate

  4. Title

Requirement

Select the requirement. The items that appear in the list depend on the requirement type that you selected in the Requirement type field. For example, if you selected Resource type, the list displays all of the resource types: Machine, Vendor, Human Resources, Tool, and Location.

Operations scheduling

Select to consider the requirement during operation scheduling.

Job scheduling

Select to consider the requirement during job scheduling.

Created date and time

The date and time that the document reference was created.

Type

Select the type of document when you create a new record.

You cannot change the document type after the record has been created.

Description

A brief description of the document.

Note

Create and modify notes that apply to the document reference.


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