Ax2012 Enus Me 02

Chapter 2: Setup
CHAPTER 2: SETUP
Objectives
The objectives are:
List the prerequisites and planning steps for configuring

Manufacturing execution.
Describe the Production control parameters and Manufacturing

execution parameters.
Create allocation keys for job bundling.
Configure registration forms.
Link a worker to a registration form.
Introduction
You can configure Manufacturing execution parameters and settings in
Production control to register worker time and item consumption on production
jobs. This topic describes how to set up the following Manufacturing execution
features:
General parameters required by production features
Production parameters that affect Manufacturing execution processes
Registration forms for providing feedback
Allocation keys for bundling jobs
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Manufacturing Execution in Microsoft Dynamics AX 2012
Prerequisites and Planning

You can register time and item consumption on production jobs, routes, or
projects. Before you start to use the module for job registrations, you must first
set up various production parameters that define how and when registrations are
posted in the production process. Production parameter settings affect inventory
management, production management, and cost calculation.
You should carefully consider all settings in the Production parameters form
before workers start making registrations on production jobs. Click Production
control > Setup > Manufacturing execution > Production parameters. If your
company uses the multisite functionality, you may want to set up different
production parameters by site.
The parameters for integrating to the Production module are set up on the
following tabs in the Production parameters form:
General: General parameter settings for production jobs in

manufacturing execution.
Start: Parameters that are used when production operations are

started.
Operations: Parameters that are applied to production operations

and feedback on operations during the production process.
Report as finished: Parameters that are applied when items are

reported as finished on the last operation of a production order.
Quantity validation: Parameters for validating start and feedback

quantities on production orders.
Types of Production Jobs

On the Operations tab, you select which types of production jobs require
registration in the Job registration form.
Typically, workers make registrations on setup jobs and process jobs. But if job
scheduling is applied, you can select other job types, for example transport jobs,
on which workers must also make registrations when processing a production
order.
IMPORTANT: Make sure that all relevant job types are selected. Otherwise,
jobs may not be available for registration in the Job registration form. Align
your selections with selections made in the Job management column in the
Route groups form. Click Production control > Setup > Routes > Route
groups. Then select the Setup tab.
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Chapter 2: Setup
If Job management is selected on the route group, this job type will be reported
as finished on the production order. This will occur when the job is reported as
finished in manufacturing execution. When all job types for which Job
management is selected have been reported as finished on an operation,
manufacturing execution will also report the operation as finished.
NOTE: Some job types may be reported manually through production journals.
If that is the case, select Job management for this job type, but do not select the
job type for registration on the Operations tab in the Production parameters
form in manufacturing execution.
BOM Consumption and Picking List Journals

It is important that the BOM consumption setup is consistent to make sure that
inventory management is efficient. For example, if BOM consumption
parameters are not set up correctly in Manufacturing execution, it may result in
materials deducted from inventory two times or not at all.
In the Production parameters form, Automatic BOM consumption is set up in
three stages:
At the start of a production. Set this up on the Start tab.
During the production process when an operation is completed. Set

this up on the Operations tab.
When a production order is reported as finished. Set this up on the

Report as finished tab.
Automatic BOM Consumption

For each of the three stages, there are three methods for picking items for a
production order in the Automatic BOM consumption field:
1. Flushing principle: This option is used in combination with an
option defined in the BOM in the Production module. Click
Production control > Common > Production orders > All
production orders. From the All production orders form, select a
production order from the list, and in the Action Pane, click BOM.
From the BOM form, click the Setup tab, Flushing principle field.
The Flushing principle options in Production are as follows:
o
o
o
o
Start
Finish
Manual
Blank No option is selected.

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In the Manufacturing execution module, if Flushing principle is selected on
the Start tab in the Automatic BOM consumption field, it means that all
materials set to the Start value in the BOM will be deducted from inventory
when the operation is started.
NOTE: If the Flushing principle field is selected on the Start tab in
manufacturing execution, you must also select that same principle on either the
Operations tab or the Report as finished tab. This ensures that materials are
deducted from inventory on the BOMs that use Finish as a flushing principle on
the production order. It is important that either the Operations tab or the Report
as finished tab contains the Flushing principle selection. This prevents
materials from being deducted two times from inventory.
In the BOM, the deduction of materials from inventory is based on the value set
on every item. This value is mandatory for all items created in Microsoft
Dynamics AX. This occurs when the Flushing principle is set to blank, and
you have selected Flushing principle on, for example, the Start tab and the
Operations tab in the Production parameters form in Manufacturing
execution.
2. Always: If you select this option at a particular stage, materials are
always deducted from inventory at that stage. For example, materials
for the production will be deducted when the production order is
started. This setting requires a Never selection on the Operations
and Report as finished tabs. This will prevent items from being
deducted two times from inventory.
3. Never: This means no BOM consumption occurs at a particular
stage. For example, if Never is selected on all three Start,
Operations, and Report as finished tabs, materials must be
deducted manually from inventory.
IMPORTANT: Carefully consider your production parameter setup and make
sure that the parameters selected on different tabs in the Production parameters
form do not contradict each other.
The following examples illustrate parameter settings that support different BOM
consumption principles. The parameters are set up in the Production
parameters form in Manufacturing execution.
Example: Backflushing on Operations

Use the following settings if picking list journals and BOM item consumption
should be generated when items are reported as finished on an operation.
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Tab / Field
Setting
Start / Update start on-line
Status or Status + Quantity
Start / Automatic BOM consumption
Never

Chapter 2: Setup
Tab / Field
Setting
Operations / Automatic BOM consumption
Always
Reported as finished / Automatic BOM

Consumption
Never
Reported as finished / Update finished

report on-line
Status + Quantity
Example: Backflushing on Production

should be generated when items are reported as finished on the production order.
Tab / Field
Setting
Never
Never

Consumption
Always

report on-line
Status + Quantity
Example: Flushing Principle

should be generated according to the flushing principle setting of the BOM items.
Tab / Field
Setting
Flushing principle
Flushing principle

Consumption
Never

report on-line
Status + Quantity

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Example: Deduction Materials During Start-Up of a
Production Order
should be generated when a production is started.
Tab / Field
Setting
Status + Quantity
Always
Never

Consumption
Never

report on-line
Based on the selections described earlier in this section, picking list journals are
posted at various stages of the production order process:
When an operation is started.
When quantity feedback is reported on an operation.
When items are reported as finished on the production order.
Example: Manual BOM Consumption

The following settings can be used if materials should always be deducted from
inventory manually. In this case, picking list journals are not posted.
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Tab / Field
Setting
Status
Never
Never
Reported as finished / Automatic BOM Consumption
Never
Reported as finished / Update finished report on-line
Status

Chapter 2: Setup
Set Up Parameters
The following topics review the parameters for using Manufacturing execution.
Procedure: Set Up Required Manufacturing Execution

Parameters
Before you set up production-related parameters, you must set up the
manufacturing execution parameters that are required for using production
features.
1. Open Production control > Setup > Manufacturing execution >
Manufacturing execution parameters.
2. Optionally, you can select the Use password check box to require
users to enter a password in addition to the employee log on.
3. Optionally, you can select the Use badge ID check box to have users
log on by using their badge ID. When this option is not selected, the
user log on by using their employee ID.
TIP: When a badge ID is used, you can swipe the badge or scan a barcode if the
terminal is configured with a bar code scanner.
4. In the Report as finished field, select the status to display when a
worker reports feedback on production jobs. This feedback is
reported in the Job registration form.
IMPORTANT: When you use a touch screen at the terminal, only numbers are
supported in the employee identification. This means that no letters can be
included in the employee ID or the badge ID depending on the option used for
logging on.
Overview of Manufacturing Execution Parameters

The following tables provide descriptions for the controls in the Manufacturing
execution parameters form.
Tabs
Tab name
Description
General
Set up system parameters.
Project
Set up or edit project parameters and dimension

for projects.
Indirect activities
Set up or edit parameters and dimensions for

indirect activities.
Number sequences
Set up or edit number sequences.

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Fields
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Field name
Description
Use password
Select the check box if workers are required to

use a PIN code for access to the terminal after
the identification number is entered.
CAUTION: When using terminals for time and
job registration, PIN codes should be enabled to
prevent workers from registering using an
incorrect worker ID. PIN codes are activated by
default. Remember to insert a PIN code for each
worker in the Worker form, on the Time
registration tab, in the Password field (Open
Human resources > Common > Workers >
Time registration workers.).
Use badge ID
Use worker badge ID as identification instead of

the Personnel number.
Permanent teams
Select the check box to save pilot/assistant

relations after clock-out registration for workers
who registered either as assistants to other
workers, or workers functioning as team pilots.
This enables Microsoft Dynamics AX to
automatically re-create the teams the following
work day. The first worker in the team who
clocks in the following work day, becomes the
pilot, and the other members of the team are
automatically registered as assistants when they
clock in.
The pilot makes all the registrations for the team
during the day.
Job table
synchronization
Select how to synchronize the Time and

attendance job table with base data.
If you select Online, every new or edited job
will immediately be transferred or synchronized
to the Time and attendance job table. If you
select Offline, the job table must be updated
periodically.
Registration error
mode
Specify whether registration should be prohibited

or auto corrected if an error in raw registrations
is detected.

Chapter 2: Setup
Field name
Description
Get registration time

from
Select where the registration time is taken from

when a registration is made.
CAUTION: We recommend that you set up Time
and attendance to use Server time for
registrations. If you want to use Client time,
remember to block access to computer system
time and synchronize time on the client that uses
a central server. Refer to the operating system
documentation for information about how to
block access to system time or synchronize with
a server. All registrations have a timestamp. If
this timestamp is wrong, data may be corrupted.
Bar code setup
Select the type of bar code to be printed on items

such as worker badges and job cards.
Hour
Select the project journal that will be used for

posting time on projects. Time is posted when
registrations are transferred.
Fee

posting project fees.
The project fee journal can be opened in the Job
registration form and in the Electronic
timecard form.
Item

posting material consumption on projects.
The project inventory journal can be opened in
the Job registration form and in the Electronic
timecard form.
Post automatically
Select the check box to post hour journals

automatically when registrations are transferred.
If this is not checked the journal will have to be
manually posted.
Cost category
Select the check box to calculate cost based on

cost categories applied to the project categories
or workers, instead of calculating project cost
based on the pay transactions generated.
Update start on-line
Select how project status can be updated from

Time and attendance.

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Field name
Description
Dimension
Select the basis for applying dimensions to

project-related registrations.
Job: Indicates that the dimensions are
retrieved from the job.
Worker: Indicates that the dimensions are

retrieved from the worker.
Job -> Worker: Indicates that the

dimensions are first retrieved from the job
and then the worker.
Worker -> Job: Indicates that the

dimensions are first retrieved from the
worker and then the job.
Job
Select the basis for applying dimensions to

indirect activities registrations.
Break
Select the basis for applying dimensions to break

registrations.
Report as finished
Select the status to be displayed on production

jobs when a worker reports feedback in the Job
registration form.
Reference
Displays the number sequence reference.
Number sequence
code
Select a number sequence to associate with the

reference.
Procedure: Set Up Production Parameters - General

Parameters
Production parameter settings should always reflect your production
environment. Production parameters determine when raw materials are deducted
from stock in the production process. These parameters also determine what
information is reported in other areas in Microsoft Dynamics AX regarding the
execution and completion of production orders in manufacturing execution.
Production parameters.
2. In the Production parameters form, in the General area, in the
Parameter usage field, select whether to use company parameters or
site parameters.
3. In the Bundle type field, select the allocation key to use if workers
make registrations on more than one job at a time.
4. Select the Post time automatically check box if you want the
system to post all journals when registrations are approved and
transferred.
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Chapter 2: Setup
5. In the Time journal field, select a journal type. The journal type that
you select depends on the option that is selected in the Job level field
in the Operations area of this form:
a. If Route is selected, select the route journal in the Time journal
field.
b. If Job is selected, select the job journal in the Time journal
field.
IMPORTANT: If you change the setting in the Job level field in the Operations
area, you must update the Time journal field to reflect the change. You must also
synchronize the job table.
6. If the production workers are paid based on piecework, select the
relevant pay rate formula in the Piecework rate formula field.
7. If you want to specify piecework orders separately, select the
Specify production order check box. If you clear this check box, all
production orders are handled as piecework orders, and the pay rate
that is defined in the Piecework rate formula field is used.
8. Select the Cost category check box if you want to use cost
categories to calculate costs on production orders or projects. If you
clear this check box, real cost is applied.
NOTE: Real cost can be used only if you use the payroll functionality in Time
and attendance. In that case, production costs are calculated based on time
registrations and the hourly cost setup for the workers.
9. In the Dimension field, select whether you want to use the financial
dimensions that are connected to a job or to a worker. In Microsoft
Dynamics AX, financial dimensions are used to associate data or
registrations with specific work areas or locations, such as
departments, production areas, jobs, or workers.
TIP: The options Job -> worker and Worker -> job indicate a first and second
option. If no dimensions exist for the first option, the dimensions for the second
option are used.
Procedure: Set Up Production Parameters - Start

Parameters

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2. In the Production parameters form, in the Start area, in the
Update start on-line field, select the information to report to the
Production control module when you start a production job or
operation. The selection in this field determines what information a
machine operator must enter in the system. Select from the following
options:
o
No: A machine operator does not start operations and jobs. If

you select this option, production orders are initiated at a higher
level, such as by a production manager. Also, if this option is
selected, no jobs are displayed in the Job registration form.
Status + quantity: A machine operator starts operations and
jobs by using the Job registration form. If this option is
selected, the operator must indicate the number of items to be
produced when an operation or job is started.
Status: Operation and jobs are started by an operator in the Job
registration form. If this option is selected, an operator can enter
both the quantity and the status, but only the status is reported in
the system.
NOTE: You must also set a similar parameter in the Report as finished area of
the form, in the Update finished report on-line field. Both selections determine
when you update the quantity on production orders. Also, the selections in the
Automatic BOM consumption fields are related to reporting and updating
production feedback.
3. Select the Use Manufacturing Execution parameters check box if
you want to use the production parameter setup in Manufacturing
execution. If you clear this check box, the parameter settings in the
Production control module are used.
4. Select the Open picking list journals check box if you want to be
able to change the picking list before you post it.
5. Select the Start production check box to update the started quantity
on a production order.
NOTE: This field is available only if Status + quantity is selected in the Update
start on-line field in this area.
6. Select the References check box if you want to automatically start
production orders that are attached to the selected production order.
If this check box is selected, all related orders start at the same time.
7. In the Route card field, select the route card journal to use for
posting time and quantity registrations.
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Chapter 2: Setup
8. In the Automatic route consumption field, select whether the
calculated route consumption should be added to the route card
journal. Select from the following options:
a. Never: Do not add the calculated route consumption to the route
card journal.
b. Always: Always add the calculated route consumption to the
route card journal.
c. Route group dependent: Select this option if the settings on the
route group determine whether calculated route consumption
should be added to the route card journal.
9. Select the Post route card now check box if you want the route card
journal to be posted when you start an operation or a job.
10. Select the End-mark route check box if you want to automatically
post an end marking of the operations and jobs in the route card
journal when you start a production.
11. In the Picking list field, select the picking list journal to use for
posting item consumption.
12. In the Automatic BOM consumption field, select how raw
materials are deducted from stock. This parameter must also be set in
the Operations and Report as finished areas of this form.
IMPORTANT: It is important to select the correct combination of parameters to
avoid registering erroneous BOM consumption. For example, by selecting the
correct combination, you avoid deducting materials two times from stock or not
deducting them at all.
13. Select the Post picking list now check box if you want to post
automatically generated picking lists immediately.
14. Select the End-mark picking list check box to create a picking list
that contains end marking lines for the production order. If this check
box is selected, no additional item consumption will be posted on the
production order.
NOTE: This parameter must also be set in the Report as finished area of this
form. The BOM consumption method that is selected in each area determines
whether the system end-marks a picking list when you start a production order or
when you report it as finished.
15. Select the Physical reduction check box to allow for reduction of
items from stock down to what is actually available.
NOTE: This field and the Pick negative field are mutually exclusive. If you select
one check box, you must clear the other.

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16. Select the Pick negative check box if you want to allow for negative
item consumption. If this check box is selected, items that are not yet
registered in Microsoft Dynamics AX can be picked from stock.
NOTE: To use this option, the Physical negative inventory check box must be
selected for the item model group.
17. Select the Complete picking list journal check box if you want to
update the status of all BOM items to Finished picking. This
includes items that consumption has not been calculated for.
18. In the Create journal per field, select how picking lists are created.
Select from the following options:
o [Blank]: Create one journal for the production order.
o Route type: Create a journal for each route in the production
order.
o Oper. No.: Create a journal for each operation in the production
order.
Procedure: Set Up Production Parameters - Operations

Parameters
2. In the Production parameters form, in the Operations area, in the
Job level field, select the level of detail for planning and scheduling
production orders. Select from the following options:
o
o
Job: Use jobs scheduled based on production routes including

for example setup, transport, and so on.
Route: Use production routes to report time against. This also
means that planning is performed on dates only.
NOTE: If you select Job in this field, ensure that Job scheduling is selected in
the Scheduling method field in the Automatic update area of the Production
control parameters form. If these settings are not the same, no jobs for
registration appear in the Job registration form.
3. In the Route consumption journal field, select a journal type. The
journal type that you select depends on the option that is selected in
the Job level field:
o
o
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If the Job level field is set to Route, select the route journal.
If the Job level field is set to Job, select the job journal. This
journal posts finished items on operations and updates statuses
on jobs.

Chapter 2: Setup
4. Select the Post automatically check box if you want to post the
automatically generated route or job cards immediately.
5. In the Register on section, select the check boxes for the job types
that must be available for registration in the Job registration form.
Some of the check boxes in this section are available only if you are
using job scheduling.
the Start and Report as finished areas of this form.
NOTE: It is important to select the correct combination of parameters to avoid
registering erroneous BOM consumption. For example, by selecting the correct
combination, you avoid deducting materials two times from stock or not
7. In the Picking list field, select the picking list journal to use when
you post information about BOM consumption.
8. Select the Post automatically check box if you want to post the
automatically generated picking list journals immediately.
9. Select the Edit journal check box to enable workers to change a
picking list journal before it is posted.
10. Select the Assistants use secondary operations check box if you
want the system to search for worker IDs among secondary
operations when workers are registered as assistants to a resource.
Selecting this check box makes sure that an assistants registrations
are calculated by using the correct cost price if, for example, a
resource has a higher hourly cost than the assistant.
NOTE: This field is available only if the Cost category check box is selected in
the General area of the form.
Procedure: Set Up Production Parameters - Report as

Finished Parameters
2. In the Production parameters form, in the Report as finished area,
in the Update finished report on-line field, select the information
that you want to report to the Production control module when a
production job or operation is completed. The selection in this field
determines what information a machine operator must report in the
system about production feedback. An operator reports the
information by using the Job registration form.
o
No: Operations and jobs are not reported as finished by an

operator. This means that finished production orders are reported
at a higher level, such as by a production manager.

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o
Status + quantity: An operator reports operations and jobs as

finished. If this option is selected, the operator must indicate the
number of items that were produced when an operation or job is
completed. The operator must also update the status of the job.
Status: An operator should update the status of a job or
operation when he or she sets it to complete. If this option is
selected, the operator can enter both the quantity produced and
the status, but only the status is reported in the system.
Quantity: An operator should provide feedback only about the
quantity produced. If this option is selected, the operator can
enter both the quantity and the status, but only the quantity is
reported in the system.
IMPORTANT: The option that you select in this field is related to the option that
is selected in the Update start on-line field in the Start area of the form.
Additionally, the selections in the Automatic BOM consumption fields are
related to reporting and updating production feedback.
3. Select the Use Manufacturing Execution parameters check box if
you want to use the production parameters that are set up in the
Manufacturing execution parameters form. If you clear this check
box, the parameter settings in the Production control module are
used.
4. In the Route card field, select the route card journal to use for
posting time and quantity registrations when reporting feedback and
completing an operation or job.
5. In the Automatic route consumption field, specify whether the
calculated route consumption is added to the route card journal when
the operation or job is reported as finished:
o Never: Do not add the calculated route consumption to the route
card journal. If necessary, route consumption can be manually
recorded in a route card journal or a job card journal.
o Always: Always add the calculated route consumption to the
route card journal.
o Route group dependent: Select this option if the settings on the
route group determine whether calculated route group
consumption should be added to the route card journal. If
automatic consumption of setup time and process time, and
automatic reporting of the finished quantity are selected for the
attached route group, a route consumption journal is generated.
6. Select the End-mark route check box if you want to automatically
post an end marking of operations and jobs in the route card journal
when you report a production order as finished.
7. In the Picking list field, select the picking list journal to use for
posting item consumption.
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Chapter 2: Setup
the Start and Operations areas of this form.
NOTE: It is important to select the correct combination of parameters to avoid
registering erroneous BOM consumption. For example, by selecting the correct
combination, you avoid deducting materials two times from stock or not
9. Select the End-mark picking list check box to create a picking list
that contains end marking lines for the production order. If this check
box is selected, no additional item consumption will be posted on the
production order.
10. In the Report as finished field, select the journal to use for posting
report as finished information.
11. Select the End job check box if you want the production order status
to automatically change to Report as finished when the last
operation or job for the production order is completed. This deletes
excess inventory transactions that have a status of On order or
Ordered. The status of the production order changes to Reported as
finished, and you cannot estimate costs for, schedule, release, or
start the production order.
NOTE: If you clear this check box, a worker must report the production as
finished. This procedure is required even if the production is reported as finished
when feedback is reported.
12. Select the Accept error check box if you do not want to receive an
error log if inconsistencies occur in the production process, such as
inconsistencies in the number of items produced or in the raw
materials that are delivered for production. Clear the check box to
receive an error log. The following issues are validated in the error
log:
o The quantity that is reported as finished is less than or equal to
the quantity that was started on the production order.
o All operations in the production route have been reported as
finished.
o All estimated materials have been delivered.
o The quantity that is reported as finished for the production order
equals the quantity that is reported as finished for the last
operation in the route.

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Procedure: Set Up Production Parameters for Validating
Quantities
In the Quantity validation area, various limits and validation parameters can be
set up to reduce the risk of erroneous data being entered about the start and
completion of a production order.
2. In the Production parameters form, in the Quantity validation
area, in the Maximum report quantity field, enter a limit for the
quantity of items that can be reported as finished on an operation or a
job. This makes sure that only valid quantities are entered when
workers provide production feedback.
3. Select the Validate startup quantities check box if you want to add
startup validation parameters to the process jobs of a production
order.
NOTE: This check box is available only if Status + quantity is selected in the
Update start on-line field in the Start area of the form.
4. If you selected the Validate startup quantities check box, do the
following:
a. In the Startup validation method field, select the validation
method that you want to use to validate the started quantity on a
process job.
b. Select the Accept startup deviation check box to allow
deviation in the started quantity on a process job compared to the
quantity that is allowed by the selected startup validation
method.
c. In the Accepted deviation in percentage field, enter the
percentage of excess quantity to allow when you start a process
job. This field is available only if the Accept startup deviation
check box is selected.
5. Select the Validate feedback quantity check box if you want to add
quantity validation parameters to the process jobs of a production
order.
6. If you selected the Validate feedback quantity check box, do the
following:
a. In the Feedback validation method field, select the validation
method that you want to use to validate quantity feedback on
process jobs.
b. Select the Accept surplus production check box if you want to
accept a surplus in the feedback quantity on process jobs
compared to the quantity that is allowed by the selected feedback
validation method.
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Chapter 2: Setup
c. In the Accepted surplus in percentage field, enter the
percentage of surplus quantity that you will allow when quantity
feedback is registered on process jobs. This field is available
only if the Accept surplus production check box is selected.
d. Select the Accept production shortage check box if you want to
accept a shortage in the feedback quantity on process jobs
compared to the quantity that is allowed according to the
selected feedback validation method.
e. In the Accepted shortage in percentage field, enter the
percentage of shortage that you will allow when quantity
feedback is registered on process jobs. This field is available
only if the Accept production shortage check box is selected.
Procedure: Synchronize the Job Table

When the Job table synchronization mode is set to Offline, you must run a
periodic job to synchronize the data. To run the job, follow these steps.
1. Open Production control > Periodic > Update > Synchronize job
table.
2. Select the check boxes for the tables that you want to synchronize.
3. Click OK.
You can set this job up to run in batch at specified intervals by clicking the Batch
tab and then setting up the Recurrence.
NOTE: The data presented in Time and attendance and Manufacturing execution
is stored in a separate table for performance reasons. If synchronization is online
every time a job, project, or project activity is edited and the status of the
document is in process the data will be synchronized or created in the time
and attendance job table. There is a very slight performance drain on this
operation.
If the data is set to Offline, changes are not immediately brought over and you
may risk working on obsolete data. However, this can be offset by not having the
additional work for every change. Instead you will have the performance drain at
a time when it does not disrupt the work of the users.

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Lab 2.1 - Backflush on Operations

This lab demonstrates how to set up the parameter options to backflush on
operations.
Scenario
The Production Manager decided that the best way to post picking lists is to use
the Operation quantity feedback (backflush on operations) method. If the actual
consumption on BOM items differs from the estimated consumption, the
employee can enter the actual item consumption when providing quantity
feedback.
Challenge Yourself!
Set up the following production parameters:
Update start on-line: Status
Update finished report on-line: Quantity
Automatic BOM consumption regarding start of production: Never
Automatic BOM consumption regarding operations: Always
Automatic BOM consumption when reporting as finished: Never
Ensure that you cannot register on setup jobs.
Need a Little Help?

Open Production control > Setup > Manufacturing execution > Production
parameters, and set up the relevant parameters. Parameters must be changed on
the following tabs:
Start
Operations
Report as finished
Step by Step
2. On the Start tab, select Status in the Update start on-line field
3. In the Automatic BOM consumption field, select Never.
4. Click the Operations tab.
5. Clear the Setup check box.
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Chapter 2: Setup
6.
7.
8.
9.
10.
In the Automatic BOM consumption field, select Always.

Click the Report as finished tab.
In the Update finished report on-line field, select Quantity.
In the Automatic BOM consumption field, select Never.
Close the Production parameters form.

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Lab 2.2 - Automatic Route Consumption on Setup Jobs

This lab demonstrates how to setup automatic route consumption for setup type
jobs.
Scenario
The estimation on operation setup is accurate, so the Production Manager decides
that it is not necessary for employees to register on setup jobs. The time
consumption on setup jobs must be posted automatically.
Challenge Yourself!
Set up parameters to ensure that setup time is posted automatically when the first
process job is started from the registration form. Set up the following parameters:
Routing group: Automatic time consumption for Setup.
Production parameters: Automatic route consumption to be

dependent on the specific route group, and post route card now must
be activated.
Need a Little Help?
Open Production > Setup > Routes > Route groups and activate
Automatic consumption, setup time for the Shop Floor Control
Routing Group.
Open Production control > Setup > Manufacturing execution >

Production parameters. On the Start tab, set up route group
dependence for automatic route consumption, and activate the option
of posting route card now.
Step by Step
1. Open Production control > Setup > Routes > Route groups.
2. From the list, select the 20 - Shop Floor Control Routing Group.
3. On the General FastTab, in the Automatic route consumption
group, select the Setup time check box.
4. Close the Route groups form.
6. On the Start tab, in the Automatic route consumption field, select
Route group dependent.
7. Select the Post route card now check box.
8. Close the Production parameters form.
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Chapter 2: Setup
Lab 2.3 - Test the Parameter Set Up

This lab demonstrates how to test the setup that you completed in Lab 2.1:
Backflush on Operations and Lab 2.2: Automatic Route Consumption on Setup
Jobs.
Scenario
In the previous labs, you changed the picking list posting to backflush on
operations, and arranged posting of setup time on a production order to be done
automatically when you start a new production. Now, you need to test the setup.
NOTE: You must complete Lab 2.1: Backflush on Operations and Lab 2.2:
Automatic Route Consumption on Setup Jobs before you can complete this lab.
Challenge Yourself!
1. Create a production order based on item number 7034 Enclosure
front speaker mount 14x36 in.
2. Edit the first operation (Cutting) on the production order:
a. Select the Shop Floor Control Routing Group.
b. Insert one hour as setup time.
3. Schedule the production order to operations scheduling, and then
release the production order.
4. Open the Job registration form, select employee number 0007, and
start the first operation / process job of the new production order.
5. Provide feedback for the process job: Enter the number 2 as good
quality, report the job as finished, and change the material
consumption for item number 8001 to 7.
6. Check the results on the production order.
Need a Little Help?
Open Production control > Common > Production orders > All
production orders.
Create a production order based on item number 7034 Enclosure

front speaker mount 14x36 in.
In the Create production order form, click OK.
Edit the first operation (Cutting) on the production order:

o
o
Select the Shop Floor Control Routing Group.

Insert one hour as setup time.
Schedule the production order to operations scheduling.
Release the production order.

2-23
Open the Job registration form, log on as Shannon Dascher by

using badge ID 0007.
Start the first operation / process job of the new production order.
Provide feedback for the process job: Enter the number 2 as good
quality, report the job as finished, and change the material
consumption for item number 8001 to 7.
Open Production control > Common > Production orders > All
production orders and double-click the production order you
created earlier.
Check the results on the production order.
Step by Step: Prerequisites

In order to test the parameter set up, follow these steps.
1. Open Organization Administration > Common > Number
sequences > Number sequences.
2. Select Number sequence code "Prod_89", Name "Production
Journal", Next "14600" or higher
3. Click Edit in the Maintain group
4. Click to expand Scope parameters FastTab, if it is not expanded
already.
5. Verify that Company is "ceu".
6. Click to expand General FastTab, if it is not expanded already.
7. Select Continuous check box to clear.
8. Click Yes to Warning message.
9. Close the Number sequences form.
To run the Synchronize job table periodic job, follow these steps.
1. Open Production control > Periodic > Update > Synchronize job
table.
2. Select all four check boxes.
3. On the Sychronize job table form, click OK.
NOTE: This process may take several minutes to complete
Step by Step: Test Production Orders

In order for this step by step to execute, you must complete both the
prerequisites.
1. Open Production control > Common > Production orders > All
production orders.
2. In the New group of the Action Pane, click Production order.
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Chapter 2: Setup
3. In the Item number field, enter 7034 (Enclosure front speaker
mount 14x36 in).
4. In the Create production order form, click Create. Write down the
production order number (PRD_0000xxxx) so that you can
remember it for when you are going to register time on it.
5. In the Production details group of the Action Pane, click Route.
6. Select Oper. No. 10 (Cutting).
7. Click the General tab.
8. In the Route group field, enter 20.
9. Click the Times tab.
10. In the Setup time field, type 1.
11. Close the Production route form.
12. In the Action Pane, click the Schedule tab.
13. In the Production order group of the Action Pane, click Schedule
operations.
14. In the Operations scheduling form, click OK.
15. In the Production order group of the Action Pane, click Schedule
jobs.
16. In the Job scheduling form, click OK.
17. In the Action Pane, click the Production order tab.
18. In the Process group of the Action Pane, click Release.
19. In the Release form, click OK.
20. In the Status field on the production order, verify that status of the
production order is now released.
Step by Step: Test Job Scheduling

In order for this step by step to execute, you must complete both the prerequisites
and test production orders.
1. Open Production control > Periodic > Manufacturing execution >
Job registration.
2. Clear the Select a production unit field.
3. Select resource 00501 from the list, and then click Open resource.
4. Type "0007" in the Welcome screen, and then click Log in. If you
are required to select a reason for absence, select Work related
injury and then click OK. Then click OK on the dialog box to
confirm you are clocked in.
5. Scroll to the bottom of the list, and select the Process job for the
production order that you created earlier with Job status "Not
started".
6. In the Start quantity field, click the drop-down to select "2" and
enter button to insert text in field.
7. Click Start jobs, and then click OK on the dialog box to confirm the
job is started.

2-25

8. Type "0007" in the Welcome screen, and then click Log in.
9. Select the job that you started in step 7, and then click Completed.
10. In the Report feedback form, in the Good field, click the drop-down
to select "2" and enter button to insert text in field.
11. Click OK.
12. Click OK, if the dialog box displays.
13. Close the Job Registration form.
production orders.
15. Click the View tab in the Action Pane.
16. Click Picking list in the Journals group.
17. Click Lines in the Production journal form.
18. Review the picking list lines.
19. Close the open windows.
20. Open Production control > Periodic > Manufacturing execution >
Job registration.
21. Select resource 00501 from the list, and then click Open resource.
22. In the Welcome screen, type "0007", and then click Log in.
23. Click Clock out, if you are required to select a reason for absense,
select Course for the reason, and then click OK.
24. Click OK to confirm that you are clocked out. Press CTRL+Q to
close the Job registration form.
Step by Step: Verify Journals are Posted

In order for this step by step to execute, you must complete prerequisites, test
production orders, and test job scheduling.
production orders.
2. In the Action Pane, click the View tab.
3. In the Journals group of the Action Pane, click All to view all the
journals for the select production order. Verify that three journals
have been posted.
4. Select the Route line, and click Lines. Check that a setup job has
been created with the time of one hour, and then close the
Production journal lines, route card form.
5. Select the Pick line, and click Lines. Check that the number 7
appears in the Consumption field of item number 8001, and then
close the Production journal lines, picking list form.
6. Select the Job line, and click Lines. Check that the number 2 appears
in the Good quantity field, and then close the Production journal
lines, route card form.
7. Close the Production journal form.
2-26

Chapter 2: Setup
Allocation Keys
In Manufacturing execution, you can bundle jobs. This makes it possible to
start multiple jobs at a time in the Job registration (Job list) form.
If you bundle jobs, you must define how the total registered time for all the jobs
should be allocated to each job. You can define the allocation by selecting one of
the following options in the Bundle type field in the Allocation keys form:
Estimation: Time is divided between the jobs based on the estimated

time for the jobs.
Jobs: Time is divided according to total jobs bundled and how much
time was spent finishing all the jobs.
Net time: Time is divided equally between the jobs that are in the
bundle at any time.
Real time: Actual job time is allocated. The cost can be calculated
based on the actual payroll cost.
NOTE: The Real time allocation key is available only if your company uses the
payroll functionality in Time and attendance.
Allocation keys are used if someone works on several production jobs at the
same time during the day. This is referred to as job bundling. Allocation keys can
be set up for a site, a production unit, or a resource.
1. Open Production control > Setup > Production > Allocation keys.
2. In the Allocation keys form, click New to create a new allocation
key.
3. In the grid, select a site, a production unit, or a resource.
4. In the Bundle type field, select the allocation key that you want to
use.
TIP: In the Production parameters form, in the General area, in the Bundle type
field, you can select the allocation key to use by default when allocation keys are
not specified.
The results of the different allocation keys are illustrated in the following
examples.
Assumptions
Three jobs in your job queue must be completed. You start the first job, and
while that job is in progress, you start the second and third jobs. This makes a
bundle of three jobs.

2-27

The following table shows the estimated production time for each job.
Job
Production time
Job 1
1 hour
Job 2
3 hours
Job 3
4 hours
Total
8 hours
The following table shows the actual work that is spent on each job.
Job
Start time
End time
Bundle time
Job 1
09:00
11:00
2 hours
Job 2
10:00
13:00
3 hours
Job 3
10:00
15:00
5 hours
Total
09:00
15:00
5 hours
The following sections describe the results of the calculated time for each type of
allocation key.
Estimation Allocation Key

The following table illustrates the formula for calculating allocated time by using
the Estimation allocation method. The formula is as follows:
Time per job = Total bundle time * (Estimated job time / Total estimated time)
Job
Formula
Allocated time
Job 1
6 * (1/8) hours
0.75 hour
Job 2
6 * (3/8) hours
2.25 hours
Job 3
6 * (4/8) hours
3.00 hours
Job Allocation Key

the Jobs allocation method. The formula is as follows:
Time per job = Total bundle time / Number of jobs
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Job
Formula
Allocated time
Job 1
6/3
2.00 hours
Job 2
6/3
2.00 hours
Job 3
6/3
2.00 hours

Chapter 2: Setup
Net Time Allocation Key
the Net time allocation method. The formula is as follows:
Calculated time per reporting = Bundle time / Number of jobs
Job
09:0010:00
(1 hour)
10:0011:00
(1 hour)
11:0013:00
(2 hours)
13:0015:00
(2 hours)
Allocated
time
Number
of jobs in
the bundle
N/A
Job 1
1/1 = 1
hour
1/3 = 0.33
hour
N/A
N/A
1.33 hours
Job 2
N/A
1/3 = 0.33
hour
2/2 = 1
hour
N/A
1.33 hours
Job 3
N/A
1/3 = 0.33
hour
2/2 = 1
hour
2/1 = 2
hours
3.33 hours
Real Time Allocation Key

If you want to allow for production costs to be calculated based on real costs, you
must clear the Cost category check box in the Production parameters form.
Click Production control > Setup > Manufacturing execution > Production
parameters. Click General, and then clear the Cost category check box.
The following table illustrates the formula for calculating allocated time. The
formula is as follows:
Actual time per job = Actual time in bundle
Job
Actual time
Job 1
2.00 hours
Job 2
2.00 hours
Job 3
2.00 hours
Consider the three jobs performed by a worker who has an hourly wage of USD
12.00. No overtime bonus or premium was earned in the time that was spent on
the jobs.
The worker worked on the three bundled jobs for a total of six hours. The salary
cost is then 6 * USD 12.00 = USD 72.00.
When you use real time allocation, the cost per hour is recalculated by using the
factor from the Net time formula. The actual time that was spent on each job is
then transferred with the corrected cost price per hour.

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In the example, six hours are spent although 10 hours were allocated.
The following table illustrates the formula for calculating cost. The formula is as
follows:
Cost per hour = (Total bundle time per job (Net time) / Actual time per job) *
Standard cost price per hour
Job
Calculated of
correct cost per
hour
Corrected cost
per hour
Allocated
time
Total cost
of job
Job 1
(1.33/2) * USD
12.00
USD 8.00
2 hours
USD 16.00
Job 2
(1.33/3) * USD
12.00
USD 5.53
3 hours
USD 16.00
Job 3
(3.33/5) * USD
12.00
USD 8.00
5 hours
USD 40.00
The corrected cost per hour and the job time are posted in a production journal.
NOTE: If you select the Cost category check box in the General area in the
Production parameters form, the actual time for each job is transferred to a
production journal, where the cost is applied to the cost category of the specific
job.
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Chapter 2: Setup
Lab 2.4 - Create an Allocation Key

This lab demonstrates how to create an allocation key for bundling jobs.
Scenario
Lars, the Shop Supervisor has decided to create a new allocation key for bundling
jobs. The new key will be created specifically for Site 1 and Production unit 1.
The new key should be based on the Jobs allocation type.
Challenge Yourself!
Use the information provided to help Lars create a new Allocation key.
Need a Little Help?

Use the Allocation keys form in Production control > Setup > Production to
create a new record.
Step by Step
1. Open Production control > Setup > Production > Allocation keys.
2. In the Allocation keys form, click New to create a new allocation
key.
3. In the Site field, select 1.
4. In the Production unit field, select 1 .
5. In the Bundle type field, select Jobs
6. Close the form.

2-31
Registration Forms
You can use preconfigured registration forms for manufacturing execution. But
you can also create new registration forms to meet business needs. The
following topics review how to create a registration form layout, and how to link
a registration form to a worker.
Components of the Registration Form

The Job registration form is broken down into four main sections--the FactBox
pane, the Grid, the Preview pane, and the Action Pane. Each of the sections can
be configured, and you can choose what information will be displayed if any.
The following figure shows an example of the Job registration form that is
configured for a touch screen without bar codes and each of the components of
the form.
FIGURE 2.1 COMPONENTS OF THE JOB REGISTRATION FORM
2-32

Chapter 2: Setup
The following table describes each of the components.
Component
Description
FactBox pane
A FactBox displays additional related information.

Microsoft Dynamics AX 2012 includes three
FactBoxes that can be configured.
Messages: Shop Supervisors can post
messages that can be viewed in the Job
registrations form.
Status: This FactBox displays a clock with the

current time, the worker name that is
connected to the Job registration form, and
status of the worker and the time the worker
last clocked in. You can also view the workers
flex balance and overtime balance.
Current activities: This FactBox lists current

activities for the worker connected to the Job
registration form.
Each FactBox can be configured to be hidden,

expanded, or minimized in the Configure
registration forms form.
Grid
The grid displays a list of data. Each row in the

grid is a record, and each column in the grid is a
field. The layout of each grid is configurable, and
there are three possible grids available for each
registration form including:
Indirect activities: Displays a list of the
various indirect activities that can have time
logged against them.
Production: Displays a list of production jobs

that are released.
Project: Displays a list of project jobs.
Preview pane
The Preview pane is designed to show additional

information about the record you have selected in
the grid. You can configure the fields that appear
in this area of the form on the Setup of grids form.
The Preview pane can be configured to be hidden,
expanded, or minimized in the Configure
registration forms form.
Action Pane
The Action Pane includes buttons that are used to

take action on the selected record(s) in the grid.
The Action Pane is divided into Tab and each Tab
is divided into Groups to help organize the buttons.
You can configure the Action Pane on the Setup of
Action Pane form.

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2-34
Component
Description
Action Pane tabs
An Action Pane tab is a logical grouping of buttons

that are presented in a tab layout.
Action Pane
group
An Action Pane group is a logical group of buttons

within one tab that are presented with vertical
splitters and a label describing the group.
Action Pane
buttons
Each button in the Action Pane is configured to

perform a specific action. You can configure the
buttons that are available in the Action Pane for
each registration form that you create.
Function buttons
Each Action Pane button can be configured with a

function button which is a keyboard shortcut that
can be substituted for clicking the button with your
mouse or tapping the button on a touch screen.
Column
Each field in the grid is displayed in a column.

Each column can be configured with a custom
label (or description), and you can configure the
sequence the columns will appear in which the
grid.
Field
Each column in a grid and each piece of data in the

Preview Pane is linked to a field in a specific table.
You can configure which fields will display in both
areas.
Label
Each field and button in Job registration form has

a default label or description that appears to the left
of the field for preview panes, on the column
header in a grid, or on the bottom of the button.
You can customize the text that appears on any of
these elements.
Hyperlink
A hyperlink is similar to a button that performs an

action. Some of the FactBoxes include a More
hyperlink, which updates the view of the form to
display more information.

Chapter 2: Setup
Procedure: Configure Registration Forms
To configure a registration form, follow these steps.
1. Open Production control > Setup > Terminals > Configure
registration forms.
2. In the Configure registration forms form, click New to create a
new configuration.
FIGURE 2.2 CONFIGURE REGISTRATIONS FORM
3. In the Configuration field, enter a name for the new form.

4. In the Action Pane field, click the arrow, and then, in the Action
Pane configuration field, select a configuration.
TIP: An Action Pane contains tabs and buttons. You can configure the Action
Pane to specify the buttons that are available on each tab. Click Setup of Action
Pane to open the form where you can modify the Action Pane.
5. On the General FastTab, in the Start page field, select which jobs
should be displayed when the worker opens the registration form.
6. If the registration form will be used for registration on production
jobs, in the Feedback input method field, select the layout of the
Report feedback form. Select from the following options:
o Grid: When a worker reports feedback on production jobs, the
Report feedback form opens, and the worker can report
feedback on the active production jobs in a list.
o Wizard: When a worker reports feedback on production jobs,
the Update feedback form opens, and the worker can report
feedback on the active production jobs one by one in a wizard.

2-35

7. Select the Disable close check box if you do not want workers to
close the registration form by using the standard buttons in Microsoft
Dynamics AX. If this check box is selected, only pressing CTRL+Q
can close the registration form.
8. Select the Report quantity at clock-out check box if you want
workers to be prompted to report feedback when they make a clockout registration.
9. Select the Job list check box if you want the system to verify that the
job is included in the job list that is currently displayed on the screen.
TIP: This field is used to determine whether a worker can start jobs that are not
displayed in the workers job list. This is relevant only when jobs are started by
using a scanner. This job list check makes sure that a worker does not
accidentally start a job that he or she should not be working on.
10. Select the Lock employee check box to lock the worker
identification in the Job registration form.
TIP: If this check box is selected, only one worker can use the registration
terminal. The worker is not asked to log on again if no activity occurred in the
Job registration form during a period of time. If another worker must make
registrations on the terminal, the worker who has access to the Job registration
form must click Switch user to give the other worker access to the Job
registration form.
11. Select the Prompt for production area check box if the worker
must always select a production unit, resource group, and resource
before opening the registration form.
12. On the Appearance FastTab, in the Show messages and Show
status fields, select the layout of those areas in the registration form.
13. In the Show preview field, select the preview layout.
14. In the Indirect activities, Production, and Project fields, select the
configuration to display for these job types in the job list in the
registration form.
TIP: If you want to change the grid configurations or create a new grid
configuration, click Setup of grids to open the Setup of grids form.
2-36

Chapter 2: Setup
Procedure: Configure an Action Pane
To configure an Action Pane for a registration form, follow these steps.
registration forms.
2. In the Configure registration forms form, click Setup of Action
Pane.
FIGURE 2.3 SET UP OF ACTION PANE FORM
3. Click New to create a new Action Pane.

4. Enter a unique identification for the Action Pane in the Action Pane
configuration field.
5. Enter a brief description in the Description field.
To add a tab to the Action Pane, follow these steps.
1. Select the Action Pane node from the tree, and then click Add.
2. Select the new node that is created and in the Label field, enter the
text for the tab.
3. Optionally, from the Function key field, select a shortcut for the
Function key.
4. Repeat steps 1-3 for each tab that you want on the Action Pane.
NOTE: After you create a new Action Pane, you may need to save and refresh
the form before you can add a tab.

2-37

To create groups on an Action Pane tab, follow these steps.
1. Select the Tab to which you want to add a group, and then click
Add.
2. Select the new node that is created, and in the Label field, enter the
text for the group.
3. Repeat steps 1-2 for each group that you want in each tab.
To add a button to an Action Pane group, follow these steps.
1. Select the Group to which you want to add a button, and then click
Add.
2. Select the new node that is created, and in the Label field, enter the
text for the button. If this field is left blank, the label will be the
system default for the button you select in the Key configuration
field.
3. Optionally, select a shortcut for the function key from the Function
key box.
4. From the Key configuration field, select the button that you want to
add.
5. Repeat steps 1-4 for each button that you want in each group.
TIP: Action Pane tabs, groups, and buttons will appear in the form from left to
right in the sequence that they are displayed in the Setup of Action Pane form,
from top to bottom. You can use Move up and Move down to change the
sequence.
2-38

Chapter 2: Setup
Procedure: Configure a Grid
To configure the columns that appear in the Grid and the fields that appear in the
Preview pane, you must create a new record in the Setup of grids form.
To create a new grid setup, follow these steps.
registration forms.
2. In the Configure registration forms form, click Setup of grid.
FIGURE 2.4 SETUP OF GRIDS FORM
3. Click New to create a new grid configuration.

4. In the Grid configuration field, enter a unique identification.
5. In the Description field, enter a brief description.
To add columns to the grid, follow these steps.
1. Click Add.
2. In the Field name field, select the field from the list.
3. Optionally, in the Label field, enter a new description for the
column.
4. In the Appearance field, select Column.
5. Repeat steps 1-4 for each column in the grid.
TIP: The grid columns will appear from left to right in the registration form
based on the sequence that they appear from top to bottom in the Setup of grids
form. Use Move up and Move down to change the sequence of the fields.
To add fields to the Preview pane, follow these steps.
1. Click Add.
2. In the Field name field, select the field from the list.

2-39

3. Optionally, in the Label field, enter a new description for the field.
4. In the Appearance field, select Preview pane.
5. Repeat steps 1-4 for each field in the in the Preview pane.
Procedure: Link Workers to Registration Forms

You can select a specific registration form configuration for a worker. The
selected configuration is displayed every time the worker logs on to the Job
registration form.
1. Open Human resources > Common > Workers > Time
registration workers.
2. In the Time registration workers list, double-click the worker.
3. In the Worker form, in the left pane, click the Employment link.
Then, on the Time registration FastTab, in the Configuration field,
select the registration form configuration that the worker will use.
2-40

Chapter 2: Setup
Lab 2.5 - Configure a Registration Form

This lab demonstrates how to create a new registration form, a new grid, and a
new Action Pane.
Scenario
Lars, the Shop Supervisor has decided that he wants to create a new simple
production job registration form with the minimum buttons and fields. He has
designed the new layout in Microsoft Office Visio and now must implement the
changes in Microsoft Dynamics AX 2012.
Challenge Yourself!
Using the Simple Production Job Registration figure, create a new job
registration form layout, grid, and Action Pane.
Make sure that the new form cannot be closed, and the feedback method is set to
use the grid.
FIGURE 2.5 SIMPLE PRODUCTION JOB REGISTRATION

2-41

Need a Little Help?
Use the Configure registrations forms to create a new

configuration.
Display the Status FactBox and hide the other FactBoxes.
Hide the Preview Pane.
Create a new grid including the following fields.

o
o
o
o
o
Select
High priority
Production order
Job description
Start quantity
Link the new grid to the configuration.
Create a new Action Pane with the following buttons. Make sure to
add a unction key to each button:
o
o
o
o
o
o
o
o
Start job
Stopped
Logbook
Balances
My jobs
Clock out
Take break
Switch user
Link the new Action Pane to the configuration.
Step by Step: Create a New Configuration

To create a new configuration, follow these steps.
registration forms.
2. In the Configure registration forms form, click New to create a
new configuration.
3. In the Configuration field, type a name for the new form such as
"Simple Production".
4. In the Start page field, select Production.
5. In the Feedback input method, verify that Grid is selected.
6. Select the Disable close check box.
7. In the Show status field select Minimized.
2-42

Chapter 2: Setup
Step by Step: Create a New Grid
To create a new grid setup, follow these steps.
1. In the Configure registration forms form, click Setup of grids.
3. In the Grid configuration field, type a unique identification for the
Action Pane, such as "Simple Production".
To add columns to the grid, follow these steps.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Click Add.
In the Field name field, select Select.
Click Add.
In the Field name field, select High priority.
Click Add.
In the Field name field, select Production order.
Click Add.
In the Field name field, select Job description.
Click Add.
In the Field name field, select Start quantity.
Click Close.
To link the grid to the configuration, follow these steps.

1. In the Configure registrations forms form, select the Simple
Production configuration that you created.
2. On the Appearance FastTab, select Simple Production in the
Production field.
Step by Step: Create a New Action Pane

To configure an Action Pane for a registration form, follow these steps.
1. In the Configure registration forms form, click Setup of Action
Pane.
3. In the Action Pane configuration field, type a unique identification
for the Action Pane, such as "Simple Production".
To add a tab to the Action Pane, follow these steps.
1. Select the Action Pane node from the tree, and then click Add.
2. Select the new node that is created, and in the Label field, type
"Manage Productions".

2-43

To create groups on an Action Pane tab, follow these steps.
1. Click the Manage Productions tab that you created, and then click
Add.
2. Select the new node that is created, and in the Label field type
"Functions". Then press enter.
Add.
4. Click the new node that is created, and in the Label field, type
"View". Then press enter.
Add.
6. Select the new node that is created, and in the Label field, type
"Administration". Then press enter.
To add a buttons to an Action Pane group, follow these steps.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
2-44
Select the Functions node, and then click Add.

Select F1 in the Function key field.
From the Key configuration field, select Start jobs.
Select the Functions node, and then click Add.
In the Function key field, select F2.
From the Key configuration field, select Stopped.
Select the View node, and then click Add.
From the Key configuration field, select Logbook.
From the Key configuration field, select Balances.
From the Key configuration field, select My jobs.
Select the Administration node, and then click Add.
From the Key configuration field, select Clock out.

Chapter 2: Setup
19.
20.
21.
22.
23.
24.

From the Key configuration field, select Take break.
From the Key configuration field, select Switch user.
To add link the new Action Pane to the configuration, follow these steps.
1. In the Configure registrations forms form, select the Simple
Production configuration that you created.
2. In the Action Pane field, select Simple Production.
3. Click Close to exit the form.

2-45
Summary
Production integration of Manufacturing execution to the Production control
module is essential to get optimal use of the manufacturing execution module.
Companies must set up various production parameter settings in manufacturing
execution to reflect production requirements. Some key issues to consider are:
Level of scheduling when planning production orders (jobs or

operations)
Time of posting of picking lists during execution of production

orders
Calculating methods used for calculating time consumption and costs

on production orders
Allocation of time when bundling operations or jobs.
Companies must test the production integration setup in manufacturing execution

before going live with the installation to verify that the setup meets production
requirements.
2-46

Chapter 2: Setup
Test Your Knowledge

Test your knowledge with the following questions.
1. Match the formula with the bundling type.
_____ 1. Time per job = Total bundle time / Number of
jobs
_____ 2. Cost per hour = (Total bundle time per job
(Net time) / Actual time per job) * Standard cost price
per hour
_____ 3. Time per job = Total bundle time *
(Estimated job time / Total estimated time)
_____ 4. Calculated time per reporting = Bundle time /
Number of jobs
a.
b.
c.
d.
Estimation
Jobs
Net time
Real time
2. Explain the difference between operations scheduling and jobs scheduling on

a production order.
3. Is it possible to register on jobs from production orders that have been job
scheduled as well as on operations from production orders that have been
operations scheduled at the same time?
( ) No, Shop Floor Control handles either job scheduling or operations
scheduling, but not both.
( ) No, registration on jobs or operations can only be done in the
Production module.
( ) Yes, on a production order, the employee selects whether to provide
feedback at either jobs or operations scheduling level.
( ) Operations and job scheduling levels are not relevant for production
orders.

2-47

4. Is time registered on bundled jobs or operations always allocated the same
way, regardless of the resource?
( ) Yes, only one general allocation method can be selected.
( ) Yes, allocation methods can only be set up individually on production
units.
( ) No, allocation methods can be set up for individual resources or
production units.
( ) No, allocation methods must be set up for all resources and production
units created in the Production control module.
You can post a picking list at various stages of the production order cycle.
Explain how items are picked if you use the Production report as finished
quantity (backflush on production) method.
2-48

Chapter 2: Setup
Quick Interaction: Lessons Learned

Take a moment and write down three key points you have learned from this
chapter
1.
2.
3.

2-49
Solutions
Test Your Knowledge
1. Match the formula with the bundling type.
b 1. Time per job = Total bundle time / Number of
jobs
d 2. Cost per hour = (Total bundle time per job (Net
time) / Actual time per job) * Standard cost price per
hour
a 3. Time per job = Total bundle time * (Estimated
job time / Total estimated time)
c 4. Calculated time per reporting = Bundle time /
Number of jobs
a.
b.
c.
d.
Estimation
Jobs
Net time
Real time
2. Explain the difference between operations scheduling and jobs scheduling on

a production order.
MODEL ANSWER:
An operation has a planned execution date. Jobs scheduling is on a more
detailed level because planning is done on both date and time.
3. Is it possible to register on jobs from production orders that have been job
scheduled as well as on operations from production orders that have been
operations scheduled at the same time?
() No, Shop Floor Control handles either job scheduling or operations
scheduling, but not both.
( ) No, registration on jobs or operations can only be done in the
Production module.
( ) Yes, on a production order, the employee selects whether to provide
feedback at either jobs or operations scheduling level.
( ) Operations and job scheduling levels are not relevant for production
orders.
4. Is time registered on bundled jobs or operations always allocated the same
way, regardless of the resource?
( ) Yes, only one general allocation method can be selected.
( ) Yes, allocation methods can only be set up individually on production
units.
() No, allocation methods can be set up for individual resources or
production units.
( ) No, allocation methods must be set up for all resources and production
units created in the Production control module.
2-50

Chapter 2: Setup
You can post a picking list at various stages of the production order cycle.
Explain how items are picked if you use the Production report as finished
quantity (backflush on production) method.
MODEL ANSWER:
Items are picked from the BOM when the last job or operation of the
production order is reported as finished.

2-51
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Chapter 2: Setup

List the prerequisites and planning steps for configuring

Describe the Production control parameters and Manufacturing

Create allocation keys for job bundling.

Configure registration forms.

Link a worker to a registration form.

General parameters required by production features

Production parameters that affect Manufacturing execution processes

Registration forms for providing feedback

Allocation keys for bundling jobs

Microsoft Official Training Materials for Microsoft Dynamics

Manufacturing Execution in Microsoft Dynamics AX 2012

Prerequisites and Planning

General: General parameter settings for production jobs in

Start: Parameters that are used when production operations are

Operations: Parameters that are applied to production operations

Report as finished: Parameters that are applied when items are

Quantity validation: Parameters for validating start and feedback

Types of Production Jobs

Microsoft Official Training Materials for Microsoft Dynamics

BOM Consumption and Picking List Journals

At the start of a production. Set this up on the Start tab.

During the production process when an operation is completed. Set

When a production order is reported as finished. Set this up on the

Automatic BOM Consumption

Microsoft Official Training Materials for Microsoft Dynamics

Manufacturing Execution in Microsoft Dynamics AX 2012

Example: Backflushing on Operations

Start / Update start on-line

Status or Status + Quantity

Start / Automatic BOM consumption

Microsoft Official Training Materials for Microsoft Dynamics

Operations / Automatic BOM consumption

Reported as finished / Automatic BOM

Reported as finished / Update finished

Example: Backflushing on Production

Start / Update start on-line

Status or Status + Quantity

Start / Automatic BOM consumption

Operations / Automatic BOM consumption

Reported as finished / Automatic BOM

Reported as finished / Update finished

Example: Flushing Principle

Start / Update start on-line

Status or Status + Quantity

Start / Automatic BOM consumption

Operations / Automatic BOM consumption

Reported as finished / Automatic BOM

Reported as finished / Update finished

Microsoft Official Training Materials for Microsoft Dynamics

Manufacturing Execution in Microsoft Dynamics AX 2012

Start / Update start on-line

Start / Automatic BOM consumption

Operations / Automatic BOM consumption

Reported as finished / Automatic BOM

Reported as finished / Update finished

Status or Status + Quantity

When an operation is started.

When quantity feedback is reported on an operation.

When items are reported as finished on the production order.

Example: Manual BOM Consumption

Start / Update start on-line

Start / Automatic BOM consumption