Resource groups (operations resources)(form)

Article
10/09/2018

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: Specify the site and production unit. Set up the input and output warehouses and locations. Define scheduling and capacity parameters.
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: Standard workday – The capacity is equivalent to the quantity that is produced in a standard workday. Week – The capacity is equivalent to the quantity that is produced in a week. Month – The capacity is equivalent to the quantity that is produced in a month.
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.