Formula lines-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

Use this form to add and maintain formula lines in batch orders.

  1. Click Production control > Common > Production orders > All production orders.

  2. Double-click the batch order. The Batch order form is displayed.

  3. On the Action Pane, on the Production order tab, in the Order details groups, click Formula.

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




View a list of formula lines associated to the batch.


View or update details for the selected formula line.


View or update the initial state of the item before production starts.


View the latest updates for the item, such as updated quantities and dates.


View the quantities associated with the item, for example, the estimated and remaining quantities..


View the reference information for the item, such as the operation number or vendor account.

Financial dimensions

View and update the department, cost center, and purpose associated with the batch order

Inventory dimensions

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




Open a submenu of items that lets you view or update various inventory records and perform related inventory functions for the formula line. For example, you can view on-hand inventory or register the item into inventory.


Open the Copy form to copy the formula items to an existing formula version or another batch.


Open a submenu of items that lets you perform inquiries on various related records. For example you select Net requirements to view information for the current requirements that was calculated for the co-product or by-product item.



Item number

The identification for the item.


View or enter the number of units of the item.

Per series

By default, the formula size of the formula version. However, you change this value to specify the formula product quantity to be produced for which this co-product or by-product will be created.


View or select the unit in which the Quantity field is expressed.

CW quantity

The catch weight quantity for the formula item in catch weight units.

CW unit

The catch weight unit of measure for the formula item.

Percent controlled

Select the check box if the item is percent controlled. If you select this field, the Scalable field is automatically selected and cannot be edited. This field is not available for catch weight items.


The percentage of the item required based on the total formula size.


Select the check box if all items in the formula version are set to Variable consumption. If you use this feature, any change you make to an ingredient in the formula will also adjust the quantity of the other ingredients that are selected. The size of the formula is also adjusted. This field is not available for Fixed consumption or Step consumption.

Item type

The type of item.

Product name

The name of the product.

Batch order

The identification for the batch order to which the formula line belongs.


View or enter position sorting criteria to retrieve a sequentially ordered list of items on the formula line according to position.

Vendor account

Select or view the vendor account identifier for items of line type Vendor. If left blank, vendor account information is retrieved from the work center group setup.

Line type

View or enter the type of line, which can be one of the following:

  • Item ─ Select Item when the item is a raw material or a semi-finished item that is picked from inventory or when the item is a service.

  • Phantom ─ Select Phantom when you want to explode any lower-level formula items that are contained in formula lines. When you estimate the batch order and the formula items are exploded, the component items are listed as formula lines in the batch order. Then, the corresponding routes are added to the production route. Formula items are exploded using the current configuration. When you use the phantom line type, you can handle production and measurement configurations that occur at different formula levels.


    If you select Phantom for a product on the Engineer FastTab in the Released product details form, then use this product in a formula, the formula line type changes to Phantom. You cannot select Phantom for a catch weight item or for items where the production type is Co-product, By-product, or Planning item.

  • Pegged supply ─ Select Pegged supply to create a batch order for any formula items that are contained in formula lines. The batch order is created when you estimate the batch order. The required item quantities are automatically reserved for the batch order.

  • Vendor ─ Select Vendor if the production process uses a subcontractor and you want to create a sub production or a purchase order for the subcontractor automatically. The service or work that is performed by the subcontractor must be created by using a Formula or Service item. You can attach it to the parent item as a formula line. The route must contain an operation that is assigned to the subcontractor’s operations resource. This operation is attached to the formula line using the Oper. No. field.


Select at what stage of the production batch order the co/by product item is reserved. The options are as follows: Manual, Estimation, Scheduling, and Start.


Formula calculations give the estimated prices on all formula levels. As a result, the contribution of a single item or operation to the price of the formula level can be determined. Also, the system calculates the contribution of all items and operations on a specific level. The calculations also provide an overview of summarized costs for cost groups. This provides the contribution of a cost group on a particular formula level.


Used for BOM lines.


For sub-formula lines only. Select an alternative routing version to use with another sub formula version. If left blank, the active route is used.

Oper. No.

Enter or view the operation number, which is planned to consume the product of the formula line. You can select only the operations that are associated to the product of the formula version. Coverage of the product is planned by Master planning according to the planned start or end of the operation.


If selected, coverage of the product is planned by Master planning according to the planned end of the operation as specified by the operation number in the Oper. No. field.

Resource consumption

Select to assign material consumption for the formula line to the resource. The resource refers to a production unit that defines a picking warehouse.

Assigning material consumption to the resource is useful when the formula version does not refer to a particular site, but is valid for all sites. In this situation, you must be able to define a different picking warehouse for each site.


If the check box is not selected, enter the picking warehouse in the Warehouse field for the item. If a warehouse is not designated, the warehouse defined in the item’s site-specific order settings is used as the default.


The identification for the formula.

Qty without yield%

View or enter the number of units of the item.

Consumption is

View or select the consumption option. This option determines whether the component issue quantity will vary or remain fixed for the batch. If it is Constant, the quantity is fixed regardless of the batch order size. The information that follows further descriptions these options:

  • Variable –Consumption of the component is proportional with the size of the batch order.

  • Constant – Consumption of the component is fixed to the quantity on the formula line regardless of the size of the batch order.

Flushing principle

View or enter the flushing principle, which can be any of the following outcomes.

  • Start - Status pre-deduct / Forward flushing.

  • Finish - Status post-deduct / Backward flushing.

  • Manual - Updated through the consumption journal.


    If left blank, the Flushing principle value from the Released product details form is used. The values of the flushing principle are used when consuming raw materials in batch orders. This is used in combination with the setup of the default values for starting and reporting batch orders as finished.

Constant scrap

View or enter the constant scrap value. Constant scrap quantity is independent of formula size or production batch quantity.

Variable scrap

View or enter the variable scrap value for an ingredient. Variable scrap is indicated as a percentage, where 10% is written as 10.00. Scrap is used to calculate corrected raw-material usage in the formula lines.


Define the type of rounding-up to use. This is useful if the raw materials are consumed in specific quantities.

Options include the following:

  • No ─ Rounding-up is not used.

  • Quantity ─ Quantity must be a multiple of the given quantity. For example, when whole numbers are required, enter 1.00 in the Multiples field. Numbers are always rounded to quantities divisible by 1.00.

  • Consumption ─ The estimated consumption is rounded up so that it is divisible by the number of units that the raw material comes in. Use this method when consumption of a raw material can only be used in certain quantities, and the rest of the raw material is considered scrap.


Paint is stored in inventory in 25-quart cans. When it is taken from inventory, it is taken in 25-quart can increments. In this case, rounding-up according to consumption is selected, and multiples are set to 25.

The production quantity for the finished item is 20 units, and 2 quarts of paint must be used for each unit. Consumption is calculated as 20 units x 2 quarts = 40 quarts. When rounded up to a multiple of 25, 50 quarts of paint are required. When rounding up according to consumption, excess consumption, or scrap, of 10 quarts is automatically calculated.


The multiple numbers in which the item is consumed. Used together with rounding-up.

For more information, see the description for the Rounding-up field.

Step consumption

The criteria for the From series and Quantity to calculate step consumption. Based on the batch order quantity, the information from the Step per series that satisfies that quantity will be selected.


The estimated quantity to be produced.

Remaining quantity

The quantity not yet released in the formula unit.


The quantity in inventory units that has been released to begin production.

Released quantity

The quantity released to production.

CW estimated

The estimated quantity to be produced in catch weight units.


The estimated quantity to be produced.

CW started

The quantity in catch weight units that has been released to begin production.


The quantity in inventory units that has been released to begin production.

CW remaining

The catch weight size to be released in the catch weight unit to the batch order.

Remaining quantity

The quantity posted by the picking list that is still not end-updated (costing updated).

Reference type

The reference type based on the purpose of the batch order. For example, if the batch order is created to an order line, the sales order is displayed. If it is created for a purchase order, a project, or another batch order, the purchase order, project, or batch order process is displayed.

Reference number

The number of the sales order, purchase order, or batch from which the batch order is derived. If there are no connections, this field is blank.

Reference lot

The numbers of the reference lot and the item lot to which the batch order belongs. The item to be produced goes into inventory and from there into the lot that is specified in this field. It is not relevant that the item does not physically reach the inventory.

Raw material date

The scheduled date for material consumption.

Raw material time

The scheduled time for material consumption.

Remain status

The back order status that indicates the remaining tasks for a specific formula line. The options are as follows:

  • Material consumption ─ Materials remaining to be delivered to production relative to the cost-estimated consumption for a specific formula line.

  • Ended ─ Production order remaining to be ended. All materials have been delivered for a specific formula line.

Constant released

If selected, constant consumption has been released.

Finished picking

If selected, the picking list journal has been posted with the End field selected.

Lot ID

The identification for the lot, which refers to the current inventory transactions attached to the formula line.

Dimension No.

The identification for the item dimensions.

CW released

The consumption in catch weight units that has been released to production, but has not yet been included in the cost accounting.

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