Production order documentation in AX 2012

I’ve just finished a post about the production order paperwork which can be printed from Microsoft Dynamics AX 365 for Operations / AX 7. We’re still implementing AX 2012, so here are the equivalent reports from AX 2012.

Firstly, in Dynamics AX we have a production order overview, a list of production orders that might serve as a production schedule. Go to Production control > Reports > Transactions > Production overview. The report format looks like this:


Obviously to make this useful you need to filter and sort, using the ‘Select’ option on the parameter form:


Don’t forget that you can also use the Select form to define the sort order for the report (in this case for instance, you’d sort by start date), and you can save your filter queries for re-use:


There are three reports which can be printed when you release a production order:


The Route card report is a list of the production order route operations, and their process descriptions.


The Route jobs report is a list of the jobs associated with the production order route operations, so typically it’s giving a bit more detail about setup vs. process operation jobs.


And the Job card, gives you a single page for each Operation job:


Incidentally, I hope we all realise that a production order route operation ‘Description’ is used for process instructions:


I met a company once that had added BOM lines, each BOM line was one line of their process instructions – and I have no idea why they did that.

So, as you can see, the Route card report, Route jobs report, and Job card report are related to production order operations – and make no mention of the bill of materials / components.

For that we’ll start the production order, create a picking list journal and print the pick list from the picking list journal:


Note that there’s no option to print the route card from the start process, and the Route card isn’t dependant on the route card journal in the same way that the picking list relies on a picking list journal. Regardless, here’s the production order picking list:


Right, well we’ve seen the Route card report (which ignores the components) and the Picking list report (which ignores the route operations), so finally let’s look at the Production order report.


This is normally my candidate for customisation to replace existing production paperwork. We’ve often customised the layout; and added a shortcut button to print the report from the production order details screen; and sometimes created an option to print the report from the production order start process.

Production order documentation in Dynamics 365 for Operations

A colleague is supporting the implementation of production orders in a new Dynamics AX 2012 site, and we fell to talking about the reports available in Dynamics AX to support the production process. I was interested to see what’s available in Microsoft Dynamics AX 365 for Operations / AX 7. So here we go.

I suppose first we ought to come clean and say that when we’re implementing Dynamics AX we usually assume that we’re going to customise any external documents (the documents sent to your customers and vendors, for example, purchase orders, sales order confirmations; sales order packing slips and sales order invoices, etc.). I also assume that we’re going to customise important internal documents too, like sales order picking lists, and the production paperwork that we’re about to discuss.

Just an aside, there are some ‘modern’ report layouts available for the external documents for AX 7. See https://ax.help.dynamics.com/en/wiki/installing-the-modern-report-design-templates/ . For instance, the sales order invoice looks like this:


If you’re implementing Dynamics AX production orders, you’re probably going to be replacing some legacy system and you’ll probably start with an analysis of the existing production paperwork. There are four Dynamics AX reports that you will want to compare to your existing documents.

Firstly, in Dynamics AX we have a production order overview, a list of production orders that might serve as a production schedule.

In Dynamics AX 2012 go to Production control > Reports > Transactions > Production overview. The report format looks like this:


This report doesn’t seem to have survived the move to AX 7, In Microsoft Dynamics AX 365 for Operations / AX 7 if you go to Production control > Inquiries and reports > Production > Production overview, you get this inquiry screen:


Which is going to need to be personalised before it’s much use. However, if you go to Production control > Inquiries and reports > Production > Current production jobs report, you’ll get the slightly more useful:


Obviously, this report will only show production orders that have been job scheduled (as opposed to operations scheduled).

I’m going to leave the best to last, so the next report we’ll look at is the Route card or job card. This is triggered when you release a production order:


The Route card report is a list of the production order route operations, and their process descriptions.


The Route jobs report is a list of the jobs associated with the production order route operations, so typically it’s giving a bit more detail about setup vs. process operation jobs.


And the Job card, gives you a single page for each Operation job:


Incidentally, I hope we all realise that a production order route operation ‘Description’ is used for process instructions:


I met a company once that had added BOM lines, each BOM line was one line of their process instructions – and I have no idea why they did that.

So, as you can see, the Route card report, Route jobs report, and Job card report are related to production order operations – and make no mention of the bill of materials / components.

For that we’ll start the production order, create a picking list journal and print the pick list from the picking list journal:


Note that there’s no option to print the route card from the start process, and the Route card isn’t dependant on the route card journal in the same way that the picking list relies on a picking list journal. Regardless, here’s the production order picking list:


Right, well we’ve seen the Route card report (which ignores the components) and the Picking list report (which ignores the route operations), so finally let’s look at the Production order report.


This is normally my candidate for customisation to replace existing production paperwork. We’ve often customised the layout; and added a shortcut button to print the report from the production order details screen; and sometimes created an option to print the report from the production order start process.

Sales order line descriptions in Dynamics AX 2012

A colleague has just reminded me that there’s an option to copy notes attached to a customer to a sales order header and item notes to the a sales order line. Murray Fife did a great blog post on that: https://dynamicsaxtipoftheday.com/2014/04/08/configure-customer-and-product-notes-to-copy-automatically-to-the-sales-order/

However, there are also a few configurations options which can be used to setup how the system builds the sales order line description. Mostly, the description on the sales order line is controlled by Forms setup. Accounts receivable > Setup > Forms > Form setup:

The setup is controlled by the first four fields:

Field Options Description Typically set as:
Item number in forms Our
Your
Both
Specifies whether the item number in external documents (e.g. invoices) should be the company’s item number, the customer’s item number, or both. Both
Blank item number in forms Item number This item number is not printed on external documents Blank
Include both name and description Blank
Ticked
If ticked both the product name and the product description are copied into the sales order line text field Ticked
External item description Overwrite
Append
Customer specific item descriptions are added to (or replace) the sales order line text field Append

On the product, we have a Product name and a Description. Both the Name and Description may be translated. Product information management > Common > Products > All products and product masters > Edit:

Product variants have their own Product name and Description:

And finally we have some Item setup. Product information management > Common > Released products > Edit:

Note that you don’t have an item name and description – these are set from the product, but the item can hold customer (or vendor) specific numbers and descriptions. Product information management > Common > Released products > Edit > Sell > External item description:

And:

Ok, so now we’re ready to look at some alternative setups.

Scenario 1: Both and Both and Append

Setup

Sales order line

I

Invoice

Scenario 2: Our and Both and Append

Setup

Sales order

Invoice

Scenario 3: Our and Description and Append

Setup

Sales order

Invoice

Setup

Sales order

Invoice

Scenario 5: Your and Both and Overwrite

Setup

Sales order

Invoice

Scenario 6: Your and Both and Overwrite (no customer External item setup)

Setup

Sales order

Invoice

Hopefully, one of these scenarios meets your business requirements.