Batch order (form)
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. Double-click an existing production order. To create a batch order, on the Production order tab, on the Action Pane, in the New group, click Batch order.
Note
For a batch order, the production type is always Process. To locate batch orders, use the Filter option at the top of the form and enter Process for the Type to filter.
Use this form to create and manage new batch orders. Batch orders are requests to start manufacturing an item. All information associated with the item to be produced is contained in the batch order. This includes information from the formula to be produced, operations resources, routes, and operations.
Ingredients are described with item numbers and consumption, and with a range of other data that is used for processing in the production system.
When you create a batch order for a selected item, a copy of the formula for that item from base data is automatically placed in the production formula. If the item does not have a formula, and no formula number is assigned when the batch order is created, the batch order will still be created but it will be blank.
You can edit, insert, or delete lines without it affecting related formulas in the base data. You can also copy other formulas into a production batch order. Changes can be made to the batch order at any point in the production sequence up to and including the status Start. However, after production is started, changes can no longer be made.
Note
If you make changes that affect cost estimation or job scheduling, you will have to run Estimation, Operations scheduling or Job scheduling, or a combination, again before you continue.
Tasks that use this form
Add a formula line to a batch order
Change a formula line in a batch order
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Production order |
Perform tasks associated with creating and managing batch orders. |
Schedule |
Schedule operations and jobs for batch orders. |
View |
Perform various inquiries and functions pertaining to batch orders. |
FastTabs
FastTab |
Description |
---|---|
Overview |
Create a batch order, or select or edit information about existing batch orders. |
General |
View or modify general identification and production information, status, scheduling dates and production pool groupings for the selected batch orders. |
Setup |
Define the criteria you want to use to process the production order. These include the date that the formula becomes effective, the route number on which the production is based, production scheduling information, the method for posting the order to the ledger, and the measurement factors of the item being produced. |
References |
View information for the batch order which relates to other modules, such as the item reference production type, the reference number and lot, and the reference level. This tab also identifies the identification for the master plan. |
Update |
The updates for the active batch order. |
Filter |
When the multisite functionality is activated, you can filter batch orders by site. Select the check box, and then select a site in the list to display batch orders for the site on the Overview tab. If you do not select to filter by site, all batch orders are displayed regardless of site. Note The Filter tab is available when you activate the multisite functionality. |
Inventory dimensions |
View dimensions for the production item. |
Financial dimensions |
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. |
Buttons
Button |
Description |
---|---|
Formula lines |
Open the Formula lines, batch form, where you can create or update the formula for the item being produced. |
Route |
Open the Production route form, where you can create or update production routes for the item being produced. |
Jobs |
Open the Jobs, Production form, where you can monitor jobs that are associated with production. Note To view fields that display application-generated information about production jobs, see the General and Scheduling tabs in this form. |
Batch order |
Open the Create batch form to set up a new batch order for production. |
Rework order |
Open the Create production order form to modify details to rework the order. To rework a batch order, the Rework batch field must be selected. |
Estimate |
Run an estimate of how much it will consume in material and capacity costs. If you do not run cost estimation, the system calculates it automatically before continuing to the next step. |
Release |
Release batch orders that are ready for the shop floor. |
Start |
Send batch orders into production on the shop floor. |
Report as finished |
Report all or part of a production as finished. |
End |
Send batch orders into production on the shop floor. |
Log |
Open the Log form to view related master schedules and forecast schedules, and their aggregated results. |
Update |
Access functions that are required to update the status of a batch order. These functions follow the sequential flow in the production life cycle of the batch order as described here. Note If you require electronic signatures, a Signature form is automatically displayed during the batch order Release and Report as finished updates, respectively. You must be authorized to sign this form, and your signature must be successfully executed for the changes to be committed. If your signature is not authenticated then these functions are denied and the changes get rejected.
|
Inquiries |
Open a menu that contains the following items:
|
Journals |
Open a submenu of journal types, and then select a journal to report activity for the batch order. For example, you can report material and time consumption, co/by products, and production reported as finished. Because journal postings also involve ledger postings, journals are directly linked to the ledger system. |
Inventory |
Open a submenu that contains the following commands, which you can use to view and manage information related to producing a batch order:
|
Gantt |
A graphical view of the batch order in a Gantt chart. The batch orders are grouped on the chart by work centers. Note If the Gantt button is not active, make sure that the scheduling status is not set to Operations scheduling on the General tab. |
Co/By products |
Open the Co/By products, Batch form to create or update a co-product or by-product for the item being produced. |
Reset status |
Update the production status of the selected batch orders. |
Deduct |
Update inventory dimensions and pick or update item issues from the lot. |
Order details |
Open a submenu and select one of the following options:
|
Consolidated batch order |
Open a submenu and select one of the following options:
|
Schedule operations |
Schedule operations for the selected batch order. |
Schedule jobs |
Schedule jobs for the selected batch order. |
Locked for rescheduling |
Toggles the reschedule lock for the selected batch order. |
Dimensions |
Open a submenu and select the dimensions to display. For more information see About inventory dimensions and dimension groups. |
Multi-dimension on-hand |
View multi-dimension on-hand inventory records for the batch order. |
Net requirements |
View the net requirement profile for the item. |
Explosion |
View details for how the current transaction is exploded in the master plan. |
Multilevel pegging |
View upstream and downstream multi-level pegging. |
Journals |
Select from a group of journal options to view specific details for the batch order, or select All to view a complete list of journals and journal lines for the batch order. |
Manage quality |
Open the Non-conformance form or Quality order form to view any compliance-related details about the batch order. |
Related information |
View various types of information for the batch order, which include the following:
|
Compliance |
View the Product safety data sheet if one is required for the batch order item for compliance purposes. |
Fields
Field |
Description |
---|---|
Batch order |
The identification for the batch order. This is a unique identification of the consolidated batch order. When new the orders are created, the number is either allocated automatically or entered manually. |
Item number |
The identification for the item to be produced. You define the item at production set up. This field cannot be changed. |
Name |
The name for the item being produced in the batch order. |
Status |
The status of the batch order in the overall production cycle. The production status is updated every time that an update or scheduling is run. The typical life cycle of the order starts when the order is first created. The order is automatically assigned the Created status at this point. Status updates for subsequent phases include the following: Estimated, Planned, Released, Started, Reported as finished, and Ended. |
Scheduling status |
The scheduling status of the batch order. The values are Operations scheduling and Job scheduling. Note To use the Gantt button, the scheduling status must be set to Operations scheduling, which is the less detailed of the two scheduling status types. |
Remain status |
The remaining status of the batch order. |
Quality order status |
The current status of the quality order associated with the batch order. The status values are None, Open quality order, and Closed quality order. Note Let’s say that the quality order is closed before Inventory registration or Report as finished (RAF), and the quality order is set up to update inventory batch attributes. Then any inventory batches that are created or updated from the related batch order receipts during registration or RAF are updated by using the attribute values from the quality order. If attribute values already exist for a batch, a message is displayed that prompts a decision whether to continue with the update. |
Type (Production) |
The production type, which is Process. The production type is automatically assigned to the batch order. |
CW quantity |
Enter or view the scheduled production quantity in the catch weight unit. |
CW unit |
The catch weight unit of measure. The value in this field is always expressed as a whole number. |
Quantity |
View or enter the batch size, which is the scheduled production quantity. |
Delivery |
View or enter the desired delivery or finish date for the batch order. If a batch order is created directly from a sales order, the delivery date is automatically back dated to the ship date of the order line. |
Time |
View or enter the time at which the batch order will be delivered. |
Color |
The color that is used in the Gantt chart if it is defined in the color setup. |
Rework batch |
If selected, the batch order is a rework batch order. You create a rework batch order to reprocess a previously finished formula item, for example to enhance its quality or to address a product flaw. You can rework a formula item only if the originating batch order is at or beyond the status of Reported as finished. |
Pool |
View or select the production pool assigned to the batch order. Process manufacturing uses production pools to group batches with similar characteristics, such as the type of item to be produced or the person who created the batch order. |
Production group |
Select or view the production group for the production. You use production groups to control 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 generating reports. Tip If you plan to use production groups without any accounting consequences, you should use production pools instead. |
Start date |
The scheduled start date for the batch order. |
End date |
The scheduled end date for the batch order. |
Start time |
The scheduled start time for the batch order. |
End time |
The scheduled end time for the batch order. |
Formula date |
The formula date, which controls the formula version that is active for the item when the batch order is created. You can define which lines are to be copied from the current formula version through this date. |
Formula number |
The identifier for the formula used as the basis for the batch order. There may be several versions of a formula item, but for each batch order there is only one current formula used as the basis for the batch order. |
Reservation |
Select or view how the formula line items should be reserved. The reservation options are Automatic and Manual. The initial reservation is made at the time the batch order is cost estimated. After the initial reservation, the value is proposed on the formula lines, which you can either accept or change for each line item. Note If you create a rework batch order, automatic reservation is not available. You must manually reserve the quantity specified in the rework batch order. |
Yield |
The yield percentage of formula lines. |
Locked |
If selected, the batch order is locked for rescheduling. |
Priority |
View or enter the batch order priority. The higher the number, the higher the priority. |
Route number |
The identification for the route used in the batch order. |
Jobs |
The latest date on which the start of the batch order occurred. |
Check route |
If selected, the route of the batch order is tested. |
Ledger |
The field can be corrected for productions if the Status is lower than Reported as finished. The following options exist:
Items in progress (IIP) Items in progress can consist of two sets of accounts: one for outbound items, called a picking list, and one for inbound items, called reporting-as-finished. When you post an item in process, the following changes occur:
Work in progress (WIP) When you post work in process, the operations resource consumption is credited in the new account for WIP issues, and the credit is offset in WIP inventory. When a production is cost accounted, the WIP issue and offset posting is settled and carried over to the created cost accounting accounts. Upon cost accounting, the item consumption is credited according to posting settings and you offset in the account setup for the finished item produced. The operations resource consumption is similarly credited according to the posting settings for issues and offset according to posting settings. A production's posting setup depends on the method selected, and depending on the method, the account settings can be found in the following forms: Resources form, Work center groups form, Production groups form, Cost categories form, and the Item group form. The posting process is illustrated in the following example:
In practice, the production does not have to be registered in different accounts, which simplifies the chart of accounts. You can control this by specifying the same account for several purposes, for example the item group. See the Item group form. After the production has been cost accounted, you can post transactions with the closing of the inventory. See the Closing and adjustment form. Select how the consolidated order is to be posted in the ledger, for both items and work in process, in addition to the costing of the consolidated batch order. |
Profit-setting |
Select or view the profit setting that has been used, or that will most likely be used, to calculate a sales price for the batch order. The price is calculated during estimating and cost accounting. |
Co-product variations |
If selected, the formula line item allows for variations in co-products and by-products before you report the batch order as finished. You can add new co-products or by-products, and you can change the good quantities of any that are already included. If this check box is not selected, only the co-products and by-products defined in the original formula version, and any with zero quantities, are available. Note If you select Co-product variations when you add an item in the Formula form, it is automatically selected in the Batch order form. You can change the setting in this field by either selecting the check box or clearing it. |
Total Cost Allocation |
If selected, the cost allocation calculation is dynamic based on the quantity reported as finished using dollarized weighting. This eliminates the requirement to review cost allocations for every batch. For more information, see About the methodology for total cost allocation. |
Reference type |
The reference type, which is determined based on the purpose of the batch order. If the batch order is:
|
Reference number |
The number of the sales order, purchase order, or batch from which the batch order is derived. If there are no connections, the field is blank. You cannot change this field. |
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. |
Original production |
The original production batch order upon which the current split batch order is based. |
Reference production |
If the batch order is part of a main batch, the identifier for the main batch order is displayed. Otherwise the batch order identifier appears. This field works together with the Reference level field. |
Reference level |
The level of the batch order in the batch hierarchy if this batch order is part of a main batch. This field works together with the Reference production field. When the selected batch is part of a main batch, the batch level as it relates to the main batch displays in the Reference level field. For example, if the level of the main batch is 0, the derived batches are at level 1, and the batches derived from them are at level 2. If no references to other batches exist, the value is 0. The references to subordinate levels are estimated. Therefore any change to a batch can affect the other batch references. Subordinate levels indicate derived batches, which means that their level numbers are higher than that of the current batch. |
Master plan |
The identification for the master plan. |
Number |
This field, together with the Master plan field, contains the reference system for the master scheduling proposal. If the production was derived from the Item requirement statistics form, the field will contain the number of the planned order that generated the production. If the field is blank, no reference exists for the planned order. The field cannot be edited. |
Created date and time |
The date and time that the record was created. |
Estimated |
The latest date on which the batch order was estimated. |
Scheduled |
The latest date on which the batch order was scheduled. |
Started |
The latest date on which the batch order was started in production. |
Reported as finished |
The date on which the batch order was reported as finished. |
Ended |
The date on which the batch order was updated to End status. |
CW unit |
The catch weight unit of measure if the item is catch weight. |
Quantity |
The quantity for each stage in the production process. Each quantity relates to its corresponding Posting field, which are Estimated, Scheduled, Started, Reported as finished, and Ended. |
CW quantity |
The catch weight quantity for each stage in the production process. Each quantity relates to its corresponding Posting field, which are Estimated, Scheduled, Started, Reported as finished, and Ended. |
Direction |
The scheduling direction last used. |
Scheduling date |
The scheduling date last used. |
Scheduling time |
The scheduling time last used. |
Report remainder as finished |
The quantity remaining to be reported as finished. |
CW report remainder as finished |
The catch weight quantity remaining to be reported as finished. |
Container |
The type of container if the active item's configuration is set to Container. |
Site |
The identifier of the site for the active item. |
Status |
The status of the batch order in the overall production cycle. The production status is updated every time an update or schedule is run. The typical life cycle of a batch order begins when the first batch order is created in production. The status of the batch order created is Created. The following are the status updates that are available for subsequent phases of the production cycle:
|
Property |
Select or view the code for the item characteristics that were created in the Properties form. |
Lot ID |
The identifier for the lot to which the production is attached. |
Dimension No. |
The scheduling direction that was last used. |
Site |
Select this check box, to select the site location to filter the information by site. |
Department |
Select or view the department for the batch order. If dimensions for the batch order exist then they are transferred to the route. However, if the batch order dimension fields are left blank, the default dimensions from the work center is used. |
Purpose |
Select or view the purpose for the batch order. If dimensions for the batch order exist, they are transferred to the route. However, if the batch order dimension fields are left blank, the default dimensions from the work center are used. |
Size |
The size of the active item. |
Color |
The color of the active item. |
Warehouse |
Select or view the warehouse where the active item is currently stored. |
Batch number |
Select or view the batch number dimension. |
Location |
The location inside the warehouse where the active item is currently stored. |
Pallet ID |
The unique identification code for the selected pallet. |
Serial number |
Select or view the serial number dimension. |
See also
Consolidated batch orders (form)
Create production order (form)
Item requirement statistics (form)
Trace inventory dimensions (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).