Formula planning (form) [AX 2012]

Updated: August 30, 2012

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

Click Master planning > Common > Planned orders. Select a co-product planning item. On the Action Pane, on the Planned order tab, in the Process group, click Plan planning formulas.

Use this form to consolidate planned orders for co-products into a planned order for a planning item that can be firmed in this form. The size of the planned order for the planning item is calculated based on the consolidated requirements for the related co-products. To use this function, a planning item must be selected for the planned order for the co-product. You select the planned item in the Planned orders details form on the General FastTab in the Planning formula field.

The following table provides descriptions for the controls in this form.

Button

Description

Firm

Finalize the formula planning order.

Where-used

View all formulas in which the selected item is used. You can also view the item’s dimensions, such as size and color, and the quantity of the item used in the formula.

Inventory

View inventory dimensions for the planning item. For more information, see About inventory dimensions and dimension groups.

Field

Description

Planning formula

View or select the identifier for the planning item.

Quantity

(Planning)

View or enter the quantity of the planning item that is required to meet the co-product demand.

On-hand

The on-hand inventory quantity for the planning item.

Unit

(Planning

The unit of measure for the planning item.

CW quantity

The catch weight quantity for the planning item.

CW on-hand

The on-hand catch weight inventory quantity for the planning item.

CW unit

The catch weight unit of measure.

Site

The site to which the planning item is assigned.

Plan

The identification for the plan.

Batch number

(Planning)

The identification for the inventory batch for the planning formula.

Item number

(Planning)

The identification for the planning item.

Req. quantity

The required quantity for the planning item.

Purchase unit

The unit of measure in which the planning item is purchased. This unit may differ from the inventory unit, which is shown in the Unit field.

CW req. qty.

The required catch weight quantity for the planning item.

Order date

The latest starting or ordering date.

Reference

(Planning)

The source transaction of the requirement, which is a reference either to the sales order, purchase order, project, or planned-order number. If the reference is also linked to the demand, the Reference check box is checked.

Number

(Planning)

The inventory reference number for the transaction, for example the order number or production number.

Formula

The identification for the formula version used to create the planning item.

Item number

(Formula)

The identification for the formula item.

Name

The name of the formula item.

Active

If selected, the formula is active, which means that it is used in Master Planning and is the default formula used in production batches.

Item number

(Formula lines)

The identification for the item associated with the formula line. All item lines for the formula appear.

Batch number

(Formula lines)

The identification for the inventory batch for the formula line item.

Quantity

(Formula lines)

The quantity of the item as specified in the formula.

Unit

(Formula lines)

The unit of measure for the item specified in the formula.

Line type

The type of order line.

Explode qty.

The quantity for the line that will be produced based on the planning item quantity.

CW explode qty.

The catch weight quantity for the line that will be produced based on the planning item quantity.

Item number

(Co-products)

The identification for the co-product item.

Batch number

(Co-products)

The identification for the inventory batch for the co-product.

Quantity

(Co-products)

The quantity of the co-product item as specified in the formula.

Unit

(Co-products)

The unit of measure for the co-product item specified in the formula.

CW quantity

Co-products

The catch weight quantity of the co-product item as specified in the formula.

CW unit

(Co-products)

The catch weight quantity of the co-product item as specified in the formula.

Explode qty.

(Co-products)

The quantity for the line that will be produced based on the planning item quantity.

CW explode qty.

(Co-products)

The catch weight quantity for the line that will be produced based on the planning item quantity.

Requirement date

The requirement date for the transaction that includes any safety margin. This could be the delivery date for a sales order, the planned ending date for a production or batch order, or the forecast date for a forecast line.

Coverage planned

The quantity coverage planned for the transaction.

Lot ID

The identification for the lot to which the item is assigned.


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