Convert LOS-BTO schedules to next version kanban rules (form)
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 > Prepare LOS schedules for migration.
Use this form to convert your current version LOS-BTO schedules (lean order schedules – book-to-order schedules) to the next version event kanban rules. You can migrate LOS-BTO schedules to kanban rules that use the replenishment strategy, event. The referenced family groups and item family group assignments are also converted.
All current version LOS-BTO schedules are displayed in the grid. You can use the Next version activity and Replenishment strategy fields to filter the list of schedules that are displayed. The upper tab displays the settings that are defined for the current version schedule. These fields are read-only. Use the fields in the lower tabs to configure the next version event kanban rules. During the bulk upgrade process, the final next version kanban rules are generated, and the existing referenced kanbans are upgraded to the next version.
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Next version base data |
Select the data type to work with. The options are as follows:
|
Next version kanban rule |
For the current version LOS schedules, you can perform one of the following tasks:
|
View current version |
For the current version LOS schedules, click LOS lines to open the Lean booked to order schedule form. |
Set to ready for upgrade |
When the LOS schedule migration is finished and all next version kanban rules are completed, click to change the status of the pre-upgrade checklist entry to Complete. |
Tabs
Tab |
Description |
---|---|
Actual version |
View the detailed settings that are defined for the current version LOS-BTO schedule. |
Next version |
View and enter settings for the next version activity, handling unit, kanban rule validity dates, and replenishment plan. |
Kanban and card details |
View and enter settings for the next version kanban cards and how they are used. |
Quantities |
View and enter settings for the next version product quantities, kanban quantities, and automatic planning parameters. |
Event |
View and enter for next version event kanban rules. |
Actual version |
View and enter settings to reserve items that replenish source requirements. |
Product family |
View and enter settings to map current version items to next version schedule groups. This tab is available when a kanban template or a LOS-BTO schedule is selected. |
Fields
Field |
Description |
---|---|
Next version activity |
Select the activity that is used to filter the current version kanban rules that are displayed in the grid. |
Production flow |
View the production flow that is referenced by the activity. |
Replenishment strategy |
Select the replenishment strategy that will be used to generate next version kanban rules. This field filters the kanbans that are displayed in the grid according to type. The options are as follows:
|
Work cell |
View the current version work cell. |
Lean order schedule |
View the identification of the current version lean order schedule. |
Company |
View the identification of the company. |
Family group |
View the current version family group. |
Assignment status |
View the status of the current version kanban rule. The status is defined only when the next version kanban rule has been created. The options are as follows:
|
Activity |
View the identification of the next version activity. |
Production flow |
View the identification of the production flow that is referenced by the activity. |
Register as empty |
For the next version kanban rule, select an option to define when material handling units are registered as empty. The options are as follows:
|
Effective |
For the next version kanban rule, select the date when the rule becomes effective. |
Expires |
For the next version kanban rule, select the date when the rule expires. |
Card number sequence |
For the next version kanban rule, select the number sequence to use for kanban cards. The card number sequence that is defined in the Lean manufacturing next version parameters form is used as the default value, but you can modify it. |
Auto print kanban |
For the next version kanban rule, select the event that causes automatic printing of kanban cards. The options are as follows:
|
Kanban print card with picking list |
For the next version kanban rule, select this check box to print the picking list together with the kanban card. |
Kanban print instructions |
For the next version kanban rule, select the information to print on the kanban card. The options are as follows:
|
Circulating kanban cards |
Select this check box to use circulating cards together with the next version kanban rule. |
Card assignment |
For the next version kanban rule, select the method of assigning circulating cards. The options are as follows:
|
Default quantity |
For next version fixed or scheduled kanban rules, enter the target product quantity to use per kanban. This field is mandatory for fixed quantity rules. |
Minimum quantity |
For next version scheduled kanban rules, enter the minimum product quantity to use per kanban. The value that is entered in the Default order settings, Inventory quantity, Min. order quantity setting is used as the default value. You can change it, but it cannot be less than the minimum order quantity for inventory. |
Maximum quantity |
For next version scheduled and event kanban rules, enter the maximum product quantity to use per kanban. The value that is entered in the Default order settings, Inventory quantity, Max. order quantity setting is used as the default value. You can change it, but it cannot be more than the inventory quantity setting. |
Allow deviating quantity |
Select this check box to allow the finished product quantity to differ from the specified product quantity for each instance of a kanban job that references the kanban rule. |
Minimum |
Enter the quantity by which the finished product quantity can be less than the specified product quantity. |
Maximum |
Enter the quantity by which the finished product quantity can exceed the specified product quantity. |
Alert boundary minimum |
Enter a number of kanbans to define the minimum kanban quantity per work cell or supermarket. This kanban level is visible in the kanban quantity overview of the kanban boards. The Alert boundary minimum has the following effects:
|
Alert boundary maximum |
Enter a number of kanbans to define the maximum kanban quantity per work cell or supermarket. This boundary helps visualize excess inventory in a supermarket. It also gives a visual signal when more scheduled or event kanbans than expected are created for a kanban rule. The kanban level is visible in the kanban quantity overview of the kanban boards. When the number of completed jobs for active kanbans is more than the specified maximum alert quantity, the background color is red instead of green. Active kanbans can have any handling unit status except Empty. |
Auto planning trigger |
Enter the number of unplanned jobs that cause automatic planning to occur. An unplanned kanban job has the status Not planned. |
Maximum planned jobs |
When you use automatic planning of unplanned kanban jobs, enter the maximum number of kanban jobs that are planned for a specific kanban rule. Use this limit to avoid overloading a work cell for scheduled and event kanbans. This situation might occur because of false demand or exceptionally large customer orders. For sales event kanban rules that use CTP (capable to promise) or automatic kanban creation, we recommend that you use this setting together with a maximum sales order quantity setting. These settings would limit the effect that erroneous order quantities could have on system performance. |
Sales line event kanban creation type |
Use this setting to configure kanban rules that fulfill requirements from sales orders. Select one of the following options:
|
BOM line event kanban creation type |
Use this setting to configure kanban rules that replenish picking lists that are based on production orders. Select one of the following options:
|
Kanban line event creation type |
Use this setting to configure kanban rules that replenish material that is required for a downstream process activity. Select one of the following options:
|
Stock replenishment kanban creation type |
Use this setting to configure kanban rules that replenish minimum inventory levels. Select one of the following options:
|
Minimum event quantity |
Enter the minimum quantity that is required on the source requirement to generate event kanbans for this rule. Event kanbans are generated when the quantity of the source requirement is equal to or more than this field. The default value is zero, but you can change it. |
Source requirement registration constraint |
Select the status of the source requirement that determines when material handling units of the referenced event kanbans must be received. The options are as follows:
|
Delete unused event kanbans |
Select this check box to delete referenced event kanbans that have the handling unit status Not assigned when the source requirement is registered as finished. |
Source requirement reservation |
Select this check box to override the current inventory reservation settings for demand source requirements such as sales order lines and production BOM lines. |
Never |
Select this field when reservations for all referenced sales lines and production BOM lines are to be made manually. |
Always |
Select this field to automatically reserve inventory for all referenced sales lines and production BOM lines. |
Sales line reservation method |
Select the method of automatic reservation to use for sales lines. When sales order lines that reference this kanban rule are created, the setting in this field overrides the default value from the sales header. |
BOM line reservation method |
Select the method of automatic reservation to use for BOM lines. When production BOM lines that reference this kanban rule are created, the setting in this field overrides the default reservation setting. |
Item number |
View the identification of the item. |
Percent |
Enter the percentage of the item that is allocated to the schedule group. |
Schedule group |
Select the schedule group to which to assign the item. |
Throughput ratio |
For the selected item or item group, enter a ratio to adjust the standard capacity that is defined for the work cell. When you use the Throughput method to measure capacity, you can use a throughput ratio to adjust the throughput quantity that is defined. The default value is one, but you can change it. A ratio >1 means that the product consumes more capacity than a standard product. A ratio < 1 means that the product consumes less capacity than a standard product. When you use the Hours method to measure capacity, the throughput ratio is used to calculate the load as follows. For each job, the average cycle time x throughput ratio is loaded to the work cell schedule. |
See also
About Lean manufacturing migration
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).