Create batch (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 Production control > Common > Production orders > All production orders. On the Action Pane, on the Production order tab, click the Batch order button.

Use this form to create new batch orders and to rework batch orders.

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




Open the Formula line form to view or update the formula lines for the selected formula.


This button is available only when you select a formula in the Item number field.


Open the Route form to view or update the route lines for the selected route.


This button is available only when you select an item that is associated with a route in the Item number field.


Create the new batch order.



Batch order

The identifier that is assigned to the batch. When you create a new bath, the identifier is systematically generated. You can also enter the batch identifier manually.

Item number

Select the item to be produced. If you select an item that is associated with a formula or route that is quantity dependent, Microsoft Dynamics AX 2012 determines the correct versions to use based on the default quantity.

  • For a formula version, Process manufacturing looks for the version with the smallest From formula size quantity up to the next largest From formula size quantity that can support the default quantity for the batch.

  • For the route version, it finds the version with the lowest From quantity value that can support the default quantity for the batch. If the batch quantity is less than the lowest From quantity value, then the Route number field is blank.


Enter the name of the batch.

Rework batch

Select the check box to create a rework batch order. When a rework batch order is Estimated, a formula line with the same item as the rework order is added to the batch order. This formula line must be reserved against the batch that you want to work. You can add more material lines provided the lines are not co-product, by-product, or containerized items. You must manually reserve the inventory and specify the routing operations for a rework batch order.

CW quantity

Enter the scheduled quantity in catch weight units for the item to be produced.


This field is applicable only to catch weight items.

CW unit

Enter the unit of measure for the catch weight.


Enter the scheduled quantity in inventory units for the formula item to be produced.


Select the desired delivery or finish date for the batch order.


Enter the time at which to deliver the batch.


View the yield for the formula line item, which must be a value that is larger than zero. The yield value is used to calculate the estimated output quantity for the formula item.

Formula date

Select the formula date. This date controls the formula version that is active for the item when the batch order is created. You can define which lines must be copied from the current formula version through this date.

Formula number

Select an approved formula that must be used as the basis for the batch order. Although a formula item can have multiple versions, the batch order can have only one formula item that is current and that is used as the basis for the batch order quantity.

Route number

Select the identifier of the route that must be used in production.


Select the production pool that is assigned to the batch order. You use production pools to group batches with similar characteristics, for example by the type of item that you produce or by the person who creates the batch.

Production group

Select the production group for the production. You use production groups to control the posting of item consumption, items in process, work center consumption, and work centers in process. You can also use them as a reporting parameter when you generate reports. If you want to use production groups without any accounting consequences, use production pools instead.


Select how Items in Process and Work in Process are posted in the ledger for the batch order. The ledger also identifies the costing for the batch order.


Select how inventory for the component items, which are identified by the formula lines, is reserved. The options are Manual and Automatic. For a rework formula item, you always reserve the inventory manually.


The reservation is made the first time that the batch order is Estimated. You can then change it individually for each formula line.

Total cost allocation

Select the check box if the formula will be dynamically calculated based on the quantity reported as finished for a co-product item by using dollarized weighting. This option is only available for co-products. For more information, see About the methodology for total cost allocation.

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