microsoft dynamics ax - revertis scrip... · this script was written to work with the microsoft...
TRANSCRIPT
Microsoft Dynamics® AX Warehouse Processes for Batch Orders
Last Updated: November 2014
2 SCM Demo Script - Warehouse Processes for Batch Orders
AX 2012 R3 / Version 1.0.0
3 SCM Demo Script - Warehouse Processes for Batch Orders
Contents
Introduction 4
Audience 4
Scenario 4
Before you begin
¡Er
ror! Marcador no definido.
Overview 5
Demo: create batch order and release it to warehouse 8
demo: use mobile device to register warehouse work 10
John, the warehouse worker, moves the materials to the production input location,
and uses his mobile device to make the registrations 10
Demo: starting the production order and consuming material 18
Demo: Report the products as finished and move them to location for finished products 20
Demo: indicating that the batch order is finished 26
demo: reporting the batch order as finished 27
Disclaimer
¡Er
ror! Marcador no definido.
4 SCM Demo Script - Warehouse Processes for Batch Orders
INTRODUCTION
This document is a demonstration examining how Microsoft Dynamics AX2012 R3 supports
warehouse processes for batch orders. The primary objective of this demo script is to provide
the user with an overview of the support for warehouse processes for batch orders in Microsoft
Dynamics AX2012 R3
AUDIENCE
The business decision maker (BDM that you present to), will find value in this script if they are
challenged with the following tasks:
Staging pallets of materials to the Production input location by the use of warehouse
work
Picking materials by the quantity of actual demand by the use of warehouse work
Executing Warehouse work by the use of an application running on a mobile device
Picking batches of material in FEFO (First Expiration First Out), order
Performing over-and-under consumption of materials to batch orders
Reporting batches of products (Co- By and Main-product), as finished and moving
these batches to their finished location by the use of warehouse work
SCENARIO
This script walks through the following modules:
- Production Control
- Warehouse management
DEMO PRESET CONFIGURATION: This script was written to work with the Microsoft Dynamics AX 2012 R3 CU8 Virtual Machine
(VM). Make sure that the VM is up and running and that you have logged on. The script
addresses key pain points and challenges that different roles might face. However, the demo
can be completed as the system administrator.
Domain: CONTOSO
User: Administrator
Password: pass@word1
5 SCM Demo Script - Warehouse Processes for Batch Orders
OVERVIEW
In the company USPI, products for producing Pellets are setup. These products are part
of a formula where the ingredients are prefixed with MW and the finished products are
prefixed with PW
The Extrude and Cut operation is consuming Polypropylene and Rubber and the remaining ingredients are
consumed at the Mixer operation.
The materials Polypropylene, Rubber and Talc are all staged from the warehouse locations to the location at
the production shop floor. When staging materials warehouse work is moving the full quantity of the picked
license plate to the production input location where the material is going to be consumed by the route
operation
The materials Additive and Pigment are not setup to be staged but are picked in the quantity requested by the
batch order. Warehouse work is also moving these materials to the production input location where the
materials are going to be consumed by the route operation
6 SCM Demo Script - Warehouse Processes for Batch Orders
The following tables give an overview of the raw material inventory before starting the warehouse processes that
move the materials to the production floor.
7 SCM Demo Script - Warehouse Processes for Batch Orders
Scenario
Pellets are produced from batch orders with a standard order quantity of 1.000 lbs and reported in lbs Pellets
require five ingredients: Polypropylene, Rubber, Talc, an Additive, and Pigment. Before starting a batch order,
Polypropylene, Rubber and Talc are staged in pallets from the bulk locations to the production line, and batches of
these materials are consumed in FEFO order. The Additive and Pigment are not staged but picked in the quantity
required by the batch order, and batches of these materials are also picked in FEFO order. The quantity consumed
is weighed and there will be some variation in the quantity compared to the estimated amount. So there will be an
over or under consumption of the materials within an allowed tolerance.
The pellet production has the following two Co-Products: Chips and Blocks, and one By-Product called Slag.
8 SCM Demo Script - Warehouse Processes for Batch Orders
DEMO: CREATE BATCH ORDER AND RELEASE IT TO WAREHOUSE
Scenario and background:
A batch order is created and scheduled to meet a specific customer demand. After the batch order has been
scheduled, Lars, who is the Shop Floor Supervisor, checks that all materials are on-hand for the batch. He
releases the batch order to the warehouse.
1. Click Production control > Common > All
production orders
2. In the New group on the Production order
tab, click Batch order to create a batch order
3. Select item: PW4000
4. In the field Reservation, click Release
Select: Create
5. In the Process group on the Production order
tab, click Estimate
6. In the Production order group on the
Schedule order tab, click Schedule jobs
7. In the Process group on the Production order
tab, click Release
Note: In the Release step a production wave is
created. Work is automatically created and
processed under the wave, as this has been set
up in the wave template.
9 SCM Demo Script - Warehouse Processes for Batch Orders
8. In the Warehouse management group on the
Production order tab, select Work details to
verify the details of the work that has been
generated
Note: The Work details form is found under the
Warehouse management tab in the production
order details form. In this form you can see that
two works has been created. The work has been
split per operation that consumes the material in
this case operation 10 and 30. In this case the
first work suggest to move Polypropylene and
Rubber from bulk locations to the production
input location EXT-01. This input location is
determined from the operation setup to
consume the material, in this case operation 10.
The input location is setup on the resource group
or the relation between the resource group and
the resource. If no input location can be found
from the operations then a default input location
for the warehouse is used.
The materials: Polypropylene, Rubber, and Talc
are staged in pallets to the production input
locations. The pick locations are determined by
the FEFO principle, which has been setup as a
strategy for picking in the Production Raw
Material Location Directive.
In the Work details form you can for example see
that a work line is suggesting to pick rubber from
location BULK-202, because this location contains
the batch of rubber B00005 that expires first.
10 SCM Demo Script - Warehouse Processes for Batch Orders
DEMO: USE MOBILE DEVICE TO REGISTER WAREHOUSE WORK
John, the warehouse worker, moves the materials to the production input location, and uses his mobile
device to make the registrations.
1. Log in to the mobile device: Insert User ID = 15
and Password = 1 and click Login
Note: This form emulates the application that runs
on the mobile device that the warehouse worker is
using in the warehouse.
2. Select Production
Note: You will now see the Main menu for the
mobile device.
11 SCM Demo Script - Warehouse Processes for Batch Orders
3. Select Production Pick
4. Enter the identification of the first Work which
can be found in the work details form
5. Select OK
6. In the LP field, enter 1002, which is the
identification of the handling unit on location
BULK-102
7. Select OK
12 SCM Demo Script - Warehouse Processes for Batch Orders
8. In the LP field, enter 1004, which is the
identification of the handling unit on location
BULK-104
9. Select OK
10. In the LP field, enter 1003, which is the
identification of the handling unit on location
BULK-103
11. Select OK
13 SCM Demo Script - Warehouse Processes for Batch Orders
12. In the LP field, enter 1001, which is the
identification of the handling unit on location
BULK-101
13. Select OK
14. In the LP field, enter 1007, which is the
identification of the handling unit on location
BULK-202
15. Select OK
16. Select OK
Note: Location EXT-01 is the production input
location setup for operation 10 Extrude & Cut. This
location has been setup on the relation between the
resource group, defined in the resource requirements
of the operation, and the applicable resource for the
operation
14 SCM Demo Script - Warehouse Processes for Batch Orders
17. Enter the identification of the second Work
which can be found in the work details form
18. Select OK
19. In the LP field, enter 1008, which is the
identification of the handling unit on location
BULK-300
20. Select OK
15 SCM Demo Script - Warehouse Processes for Batch Orders
21. In the Batch number field, select B00008
22. Select OK
23. Select OK
Note: Here it is confirmed to pick the remaining 9
lbs. on the last batch B00009 from location PICK-
100
16 SCM Demo Script - Warehouse Processes for Batch Orders
24. In the Batch number field, select B00011
25. Select OK
Note: The user is not warned that an older batch
already exists at location PICK-200. In the table
below, you can see that batch B00010 expires
before B00011
17 SCM Demo Script - Warehouse Processes for Batch Orders
26. Select batch B00010 from the Batch number
field
27. Select OK
28. Click OK
Note: In this step the user confirms that all of the
picked materials are moved to the production input
location
Location MIX-01 is the production input location
setup for operation 30 Mixer. This location has been
setup on the relation between the resource group,
defined in the resource requirements of the
operation, and the applicable resource for the
operation
18 SCM Demo Script - Warehouse Processes for Batch Orders
29. The user is informed that Work has been
Completed
30. In the Warehouse management group on the
Production order tab, select Work details to
verify that the work has the Closed status
DEMO: STARTING THE PRODUCTION ORDER AND CONSUMING MATERIAL
The materials for the batch order are now located at the production input location 002. The order
can now be started, and the consumption of materials for the order can start. In this scenario there
will be a variation in the consumption of the staged materials Polypropylene and Rubber, compared
to the estimated formula quantities. In process industries it is quite normal to have a variation due
to, for example, a variation in the density of the ingredients as a function of the outside
temperature. It can, for example, vary from a hot summer day to a cold winter day.
1. Go to the batch order details page:
Production control > Common >Production
orders
2. Select the batch order
3. Select the Start button in the action pane
under the tab Production order and Field
group Process
19 SCM Demo Script - Warehouse Processes for Batch Orders
4. Make sure that the field Post picking list now
is unmarked
5. Select OK
Note: Starting the batch order with this setting
will bring the batch order to the status Started
and create an un-posted Production picking list
journal with the production bill of material lines.
6. Open the production order picking list journal
lines: Picking list > View > Journals > Lines
7. Adjust the Consumption of the batches
B0001, B00005 and B00006
Note: It is quite normal that there is an over or
under consumption of materials during
production in process industry due to
environmental factors for example humidity.
20 SCM Demo Script - Warehouse Processes for Batch Orders
8. In the Action pane, select Post to post the
journal
DEMO: REPORT THE PRODUCTS AS FINISHED AND MOVE THEM TO LOCATION
FOR FINISHED PRODUCTS
As the batch order is finished the quantities that are produced of the formula item (Pellets), and the
additional co and by-products, are reported as finished and put-away by the warehouse worker.
1. Open the Mobile device menu
2. Select RAF and Put-away
21 SCM Demo Script - Warehouse Processes for Batch Orders
3. In field Prod Id enter the Batch order number
4. Select OK
5. In field Item Id select item number PW4000
6. Select OK
22 SCM Demo Script - Warehouse Processes for Batch Orders
7. In field Qty adjust the quantity from 100 lbs
to 990 lbs, as the production did not realize
the planned quantity
8. In the Batch field, select batch number 4711-
01
9. Select OK
Note: The license plate number in the LP field is
set up to be auto-generated for this process.
10. In the Location field, insert FL-001, which is
the location the produced batch for item
MW4000 is put-away to
11. Select OK
23 SCM Demo Script - Warehouse Processes for Batch Orders
12. Repeat the same steps for the co-product
PW4001
24 SCM Demo Script - Warehouse Processes for Batch Orders
13. Repeat the same steps for the co-product
PW4002
25 SCM Demo Script - Warehouse Processes for Batch Orders
14. Repeat the same steps for item PW4003
Note: All the products are not reported as
finished. In this scenario all the products are
reported to the same location FL-001, but it can
be set up in the Location directive that the
different items must be stored in locations in
different areas of the warehouse.
26 SCM Demo Script - Warehouse Processes for Batch Orders
DEMO: INDICATING THAT THE BATCH ORDER IS FINISHED
1. Select Last Pallet on the mobile device
2. Insert the batch order number in the Prod
Id field
3. Select OK
4. Select OK again to Confirm
Note: Before selecting Last Pallet, you will
see the remaining 6 lbs of Polypropylene that
has not been consumed, (this product was
under-consumed). This quantiy has the status
of Picked
27 SCM Demo Script - Warehouse Processes for Batch Orders
After selecting Last Pallet, the 6 lbs have the
status of Ordered, which means that this quanity
is now available on the production input
location.
5. If the Warehouse management fast tab
is opened on the production details form,
it can be verified that the Last license
plate field has been marked by
performing the Last Pallet option. This
field can be used to identify which orders
are ready to be closed as a back office
operation.
DEMO: REPORTING THE BATCH ORDER AS FINISHED
The batch order can now be reported as finished. In this step the final quantities of raw materials
that were consumed, and the quantities that were reported as finished are settled.
28 SCM Demo Script - Warehouse Processes for Batch Orders
1. Select Report as Finished under the
Production order tab in the Process
group
2. Select Default values and make sure that
the End job and Accept error
checkboxes are selected
3. Select Insert all
4. Click OK
5. In the Good quantity field, set all values
to 0 (Zero)
6. Click OK
Note: By removing the quantities, we
indicate that we are not producing quite as
much as we expected, and the batch orders
will be closed with this reduced quantity
7. The Batch order is now completely
reported as finished
29 SCM Demo Script - Warehouse Processes for Batch Orders
30 SCM Demo Script - Warehouse Processes for Batch Orders
DISCLAIMER © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics
and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other
countries. Other names and brands may be claimed as the property of others.
The information herein is for informational purposes only and represents the current view of Microsoft
Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot
guarantee the accuracy of any information provided after the date of this presentation.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE
RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN
THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY
INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended
for use in medical, life-saving, or life-sustaining applications.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and
your people to make business decisions with greater confidence. Microsoft Dynamics works like and with
familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain
processes in a way that helps you drive business success.
U.S. and Canada Toll Free 1-888-477-7989
Worldwide +1-701-281-6500 www.microsoft.com/dynamics