Resource groups (operations resources)(form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Organization administration > Common > Resources > Resource groups.
Use this form to create resource groups. Use the groups to organize and manage resources for production.
When you assign an operations resource to a resource group this enables the resource to be scheduled at the site where the resource group is located. The resource group defines the site, production unit and warehouse context for resources that are assigned to the group. Therefore, resource groups typically represent the physical locations of resources on the production shop floor.
You can reassign resources to another resource group on the Resources tab.
Note
A resource can only be assigned to one resource group. You can change individual resources at any time. These changes do not affect the attributes of the resource group.
Task that uses this form
Set up and define resource groups for operations resources
Key tasks: Set up a work cell for lean manufacturing
Navigating the form
The following tables provide descriptions for the controls in this form.
Action Pane tab
Tab |
Description |
---|---|
Resource group |
Create new resource groups, edit and delete existing resource groups and gain an overview of the capacity load and routes and operations of a resource group. Tip Maximize this form to view all function buttons available on the Resource group Action Pane tab. |
Action Pane buttons
Button |
Description |
---|---|
Resource group |
Create a new resource group. |
Bulk edit |
Change a value in a field for selected resource group. |
Group calendar deviations |
View or change variances in the calendar for the resources that are assigned to the selected resource group. |
Calendar deviations |
View or change variances in the working time calendar. |
Printer settings |
Edit the printer settings. |
Delete |
Delete the selected resource group. |
Capability map |
View detailed information about the capabilities of the selected resource. For more information, see Capability map (form). |
Gantt chart |
Display the Gantt chart. |
Route transactions |
Display a list of posted route transactions. |
Capacity load |
Display a capacity list, totaled by day. |
Capacity load, graphically |
Display a graphical view of the capacity load. |
Capacity reservations |
Display the capacity reservations for the selected resource group. |
Operations |
Show all route operations that this resource group may be scheduled for. |
Routes |
Show all routes that this resource group has been reserved for. |
Lean schedule groups |
Create or update lean schedule groups that are assigned to the selected work cell. |
Action Pane fields
Fields |
Descriptions |
---|---|
Resource |
The unique identifier of the resource group. |
Description |
The description of the resource group. |
Site |
The site of the resource group. You must specify a site for the resource group. |
FastTabs
General |
View or edit general information for the selected resource group. This includes the following:
|
Operation |
View or edit scrap percentages and Cost category information for the selected resource group. |
Ledger |
View and edit ledger accounts for work in process (WIP) and cost administration. |
Financial dimensions |
Set up financial dimensions for the selected resource group and also gain an overview of where the dimension is used. |
Calendars |
View and edit calendars assigned to the selected resource group. You can also set the expiration and start dates for the assigned calendars. The resource group can only be assigned to one calendar. |
Resources |
View and edit resources that have been assigned to the selected resource group. You can set the dates when the resource is available in the resource group for operations scheduling and also define input and output warehouses and locations for the specific resource and assign a working calendar. |
Work cell capacity |
View and modify the settings for work cell capacity for the selected resource group. |
Fields on the FastTabs
Fields in this table appear in the order that they appear in their respective FastTabs. Field documentation begins with the General FastTab and concludes with the Work cell capacity FastTab.
Fields |
Descriptions |
---|---|
Production unit |
Select the production unit the resource group is a member of. All resources that are a member of the resource group will also be a member of the resource group’s production unit. |
Work cell |
Select this check box to define the current resource group as a work cell. The work cell can execute process kanban jobs during the time period that is defined on the Work cell capacity tab. When you select this check box, you must also complete the fields in the Locations field group. Note When a resource group is selected as a work cell, the resource group and resources assigned to the group cannot be scheduled by using master planning. |
Input warehouse |
Select the warehouse to use for production input for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Input location |
Select the location in the input warehouse to use for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Output warehouse |
Select the warehouse to use for production output for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Output location |
Select the location in the output warehouse to use for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Operations scheduling percentage |
Maximum percentage of daily capacity to be operations-scheduled per production. |
Finite capacity |
Specify if the work center operates with limited capacity. |
Bottleneck resource |
Select to define the current work center group as a bottleneck resource. A bottleneck resource is scheduled by using finite capacity when the Finite capacity field and the Bottleneck resource field on the Master plans form are selected. |
Capacity unit |
Unit the capacity is measured in. |
Capacity |
Capacity per hour in capacity unit. |
Batch capacity |
Maximum percentage of daily capacity to be operations-scheduled per production. |
Operation
Fields |
Descriptions |
---|---|
Scrap percentage |
Proposed value for scrap of jobs that are processed for the group. |
Setup category |
The cost category proposal for setup time. |
Run time category |
The cost category for process time. |
Quantity category |
The cost category for quantity. |
Ledger
Fields |
Descriptions |
---|---|
WIP issue |
Select the issue account for work in process. |
WIP account |
Select the receipt account for work in process. |
Issue |
Select the account that is used to credit work in process for costing. |
Offset account |
Select the account that is used to debit work in process for costing. |
Financial dimensions
Fields |
Descriptions |
---|---|
Cost center |
Specify a cost center dimension. |
Department |
Specify a department dimension. |
Expense purpose |
Specify a purpose dimension. |
Calendars
Buttons |
Descriptions |
---|---|
Add |
Assign a calendar to the selected resource group. |
Remove |
Cancel the calendar assignment for the selected resource group. You can only remove one resource at a time. |
Edit |
Edit the current assignment. If the selected assignment is active, it is stopped and an editable copy of the assignment is created. The new assignment is given the current date as the effective date. |
View |
Choose whether to only assignments that are currently active, or all assignments. All assignments will include those that are expired or that are not yet active. |
Fields |
Descriptions |
---|---|
Calendar |
Select the working time calendar that will be used for scheduling for the resource group. |
Expiration |
The expiration date for the selected calendar in the resource group. |
Resources
Buttons |
Descriptions |
---|---|
Add |
Assign a resource to the selected resource group. |
Remove |
Cancel the resource assignment for the selected resource group. You can only remove one resource at a time. |
Edit |
Edit the current assignment. If the selected assignment is active, it is stopped and an editable copy of the assignment is created. The new assignment is given the current date as the effective date. |
View |
Choose whether to only assignments that are currently active, or all assignments. All assignments will include those that are expired or that are not yet active. |
Calendar |
View the regular work times specified for the specified resource, or any deviations from the regular work time. |
Dispatching |
Display information about the jobs, routes, and the reschedule processing sequence for the selected resource. |
Working times |
Create or update working times for the selected resource. |
Fields |
Descriptions |
---|---|
Resource |
Unique identification of the resource assigned to the resource group. |
Description |
The description of the resource assigned to the resource group. |
Expiration |
The expiration date for the selected resource in the resource group. You cannot schedule a resource for production if the expiration date has been exceeded. |
Calendar |
Specify the calendar that will be used by the resource assigned to the resource group. Note A calendar specified for a resource will override a calendar specified for the resource group. |
Input warehouse |
Select the warehouse to use for production input for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Input location |
Select the location in the input warehouse to use for the assigned resource. Note The warehouse and location settings defined on the resource will override the warehouse and location settings defined for the resource group. |
Work cell capacity
Fields |
Descriptions |
---|---|
Production flow model |
Select the production flow model that you want to assign to the work cell. The production flow model defines the capacity settings for the work cell. |
Model type |
The method that is defined to measure work cell capacity for the selected production flow model. |
Capacity period |
If the throughput Model type is used, select the period during which the throughput is measured. The options are:
|
Average throughput quantity |
If the throughput Model type is used, enter the quantity that is produced in the work cell during the selected Capacity period. |
Unit |
If the throughput Model type is used, enter the unit of measure that is used with the Average throughput quantity. |
Effective |
Select the start date when the selected calendar can be used to schedule production for the work cell. |
Expiration |
Select the expiration date for the selected calendar in the work cell. |
See also
Resources (operations resources)(form)
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