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.

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