Create new plan activity upgrade (form) [AX 2012]

Updated: February 23, 2011

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

Click Preprocessing upgrade checklist > Prepare application data for preprocessing. Click Prepare kanbans for migration or Prepare LOS schedules for migration. Click Next version base data > Production flows > Activities > Create new plan activity.

Use this wizard to create an activity for a production flow. An activity defines the structure and the detailed requirements of the kanban jobs that must be performed. You can create the following types of activities:

  • Process activities

  • Transfer activities

TipTip
  • When you create an activity for a version of the production flow that is not active, you can create either a process activity or a transfer activity. Select the type of activity in the Activity type field on the New activity page of the wizard. The appropriate version of the wizard is then used.

  • When you create an activity for a version of the production flow that is already active, you can only create a transfer activity. This restriction prevents changes to the process activities while the production flow is being used. In the Activity type field on the New activity page of the wizard, the default value is Transfer, and you cannot modify the value.

The following tables provide descriptions for the controls in this form. The third column in each table indicates whether the field is used for a process activity, a transfer activity, or both.

Field

Description

Usage

Name

Enter a name for the activity. This field is mandatory.

Process and transfer

Activity type

Select the type of activity. This field is mandatory. The following activity types are available:

  • Process – Use process activities to define a single operation or a group of operations that consume the resources of a work cell to convert material to finished goods.

  • Transfer – Use transfer activities to define a movement of material, semi-finished goods, or finished goods from one location to another location.

Process and transfer

Feeds to downstream flow

Select this check box to define an activity that can supply other downstream production flows.

Process and transfer

Process quantity

Enter the product quantity that is the output of one cycle of the activity.

Process and transfer

Unit

Enter the unit of measure that you want to use with the Process quantity field. This field is mandatory.

Process and transfer

Operating unit

Select the operating unit that the activity is assigned to. The default value is the value stream that is assigned to the production flow. However, you can select any operating unit that is in the hierarchy of the value stream.

Process and transfer

Field

Description

Usage

Replenishing

Select the work cell that you want to transfer products from. The output location of the work cell is then used as the Transfer from location for the activity.

Transfer

Replenished

Select the work cell that you want to transfer products to. The input location of the work cell is then used as the Transfer to location for the activity.

Transfer

Semi finished product

Select this check box to indicate that the activity transfers semi-finished products.

A semi-finished product is any intermediate state of a product between two BOM (bill of material) levels. Use transfer activities to transfer semi-finished products between two work cells.

Transfer

Finished product

Select this check box to indicate that the activity transfers finished products.

A finished product is any product that is represented by an item ID, and that either is raw material or corresponds to a BOM level.

Transfer

Update on hand on receipt

Select this check box to indicate that the activity transfers finished products, and that the product receipt is registered in inventory. The check box is selected by default, but you can clear it. This check box is only available when the Finished product check box is selected.

If you select this check box, the value of the finished product is moved out of the production flow at standard cost.

If you clear this check box, the value of the finished product remains in the work in process (WIP) of the related production flow. The value is moved out of the WIP when the product is transferred or consumed by the next activity in the production flow.

Transfer

Update on hand on pick

Select this check box to indicate that the picking activity for the transfer is controlled for inventory, and that the product consumption updates, or reduces, the on-hand inventory. This check box is only available when the Finished product check box is selected.

A transfer activity with the following settings transfers material from a warehouse to the WIP account that is assigned to the production flow:

  • Update on hand on pick is selected.

  • Update on hand on receipt is cleared.

Transfer

Field group

Description

Usage

Transfer from location

Select the warehouse and location that you want to pick products from. These fields are mandatory.

Transfer

Transfer to location

Select the warehouse and location that you want to move products to. These fields are mandatory.

Transfer

Field

Description

Usage

Work cell

Select the work cell where the process activity occurs.

Process

Update on hand receipt

Select this check box to indicate that the activity produces finished products, or products at the BOM level, and that the product receipt is registered in inventory. The check box is selected by default, but you can clear it.

If you select this check box, the value of the finished product is moved out of the production flow at standard cost.

If you clear this check box, the value of the received product remains in the WIP of the related production flow. The value is moved out of the WIP when the product is transferred or consumed by the next activity in the production flow.

Process

Pick up

Select this check box to indicate that the activity consumes semi-finished products. A semi-finished product is any intermediate state of a product between two BOM levels.

An activity that consumes semi-finished products cannot be the first activity in a production flow.

If you select this check box, the wizard does not display the Picking activities page.

Process

Receive

Select this check box to indicate that the output of the activity consists of semi-finished products. You can only select this check box if the Update on hand receipt check box is cleared.

Process

Define the parameters that are used to register inventory transactions when material is picked for the activity. The actual material requirements of a kanban job are stated in the picking list.

Button

Description

Usage

Add

Add a picking activity.

Process

Remove

Delete a picking activity.

Process

Dimensions

Open the Dimensions display form, where you can select the dimensions that are displayed in the Picking activities list.

Process

Field

Description

Usage

Item number

Select the item and the product dimensions to define a picking activity for a specific product. If you want to use the default picking activity, leave the field blank.

Process

Site

Select the site where the picking activity is valid. This field is mandatory.

Process

Warehouse

Select the warehouse where the picking activity is valid.

Process

Location

Select the location where the products are picked.

Process

Update on hand

Select this check box to indicate that the picking activity is controlled for inventory.

Process

Define activity times for the activity. Activity times are used to determine the due dates and times for entries in a picking list. Activity times are also used to calculate service times for subcontracted activities. Activity times are not used to load a work cell's schedule for kanban jobs. For the Hours capacity model, the schedule for a work cell is loaded with the average cycle time of an activity.

Field

Description

Usage

Time

Enter the time that is required to queue the activity before it is processed, process the activity, and then queue the activity after it is processed.

Process and transfer

Time unit

Select the unit of measure that you want to use with the Time field.

Process and transfer

Time type

The type of activity time. The following types of activity time are available:

  • Queue time before.

  • Runtime – You must define this activity time.

  • Queue time after.

TipTip

We recommend that you not use activity times to account for setup time. Instead, account for setup time when you calculate the average cycle time of the production flow and the capacity of the work cell.

Process and transfer

Value adding

Select the check box to indicate that the activity adds value to the product.

Process and transfer

Per quantity

Enter the product quantity that the activity time is based on. The default value is 1, but you can change the value.

Process and transfer

Unit

Select the unit of measure that you want to use with the Per quantity field.

Process and transfer


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

Community Additions

Show: